PARTIAL SELL

A wild card. He's sold some of his shares lately. They're building a lot of data centres, but their AI PC failed (so far) and possibly there's fallout with OpenAI and possibly CoPilot will disappoint. If MSFT didn't have such a huge installed base, he would have sold all his shares.

WATCH

It reports Wednesday. A wild card. They have Tik Tok in their sights.

BUY

It reports Wednesday. Last time, they badly missed numbers, then had one of the biggest runs ever. It's like an AI ETF.

WATCH

It reports Thursday, but decide after you hear the conference call so you can learn their future. CAT is no longer cyclical, but a secular grower due to a CEO pushing CAT into consistent end markets.

HOLD

Suffers weak cell phone sales from China, no lift from AI, a surprise slowdown in service revenues, weak VisionPro sales and a lacklustre full-year forecast. That's all he's heard the last two weeks. Shares could very well fall despite low expectations, but don't dump the stock. Own, don't trade it. Amazing managers who will fix whatever goes wrong, and products are superb.

COMMENT

It reports Friday. Let's hope they say how they can raise cash, because their balance sheet is heinous.

DON'T BUY

It reports Friday. He won't buy any oils, because these companies could cave to Trump's demands of drilling like mad. He thinks they will stay disciplined.

DON'T BUY

It reports Friday. He won't buy any oils, because these companies could cave to Trump's demands of drilling like mad. He thinks they will stay disciplined.

BUY

Shares are down, but buy more. Their new schizophrenia drug is super, and the stock pays a 4% dividend. A great CEO.

DON'T BUY

It hit a 52-week low today. Pays a 3.6% dividend, which can't compete against interest rates. Still sells at 16x PE. Maybe he will consider it at 14x PE. Look at Mondelez instead.

PARTIAL BUY

A fine CEO. Buy some shares now, and if it declines before February, buy more.

BUY ON WEAKNESS

Is up 55% over the year, though -4% today after earnings and 12% so far this year. They pre-announced strong topline numbers of 25% revenue growth as global Da Vinci procedures grew 18%--and they sell consumables for the Da Vinci system, so more revenues to come. They guided 13-16% DV growth this year--strong numbers. And yet they disappointed investors last night, because of the full-year forecast of 67-68% gross margin, down from last year's 69.1% and below estimates. Also, they signaled rising costs over last year, which the reaction is overblown and misguided. After all, demand for the system is durable and every US company is facing headwinds from the strong USD and potential impact from new Trump tariffs (Mexico makes some of their products). Also, their higher expenses are building the company, which is good.

DON'T BUY

Up 108% since Oct. 21. A cloud server. Up 7.9% today. It used to be Yandex, the Google of Russia, which no one paid attention to. They plan to acquire as many GPUs as they can and build-new data centres. Their core is the AI infrastructure business. There's limited financial info, but adjusted EBITDA is -$7 million billion last December. When shares jumped last December, Citron Research recommended it twice, but Citron has been charged with fraud twice in an alleged pump and dump operation. NBIS claims to be close to NVDA, but that is in doubt. It trades at 20x its full-year revenue forecast--very expensive.

BUY ON WEAKNESS

It's a meme stock that will hit $100. Buy on weakness.

BUY ON WEAKNESS

He can't believe how this has become a great assistant to small businesses to build business. They had a great quarter.