BUY

It reports Monday. One of the best in oil/gas. He's bullish natural gas with prices back to $4. Its bullish natural gas companies.

BUY

It reports Monday. They just raised their monthly dividend.

SELL

It reports Monday. The market is skeptical that HIMS can still produce the cheaper version of the GLP-1 weight-loss drug, after a court ruling to stop producing this version. Shares plunged 25.79% today. Take profits.

PARTIAL BUY

It reports Tuesday. He expects a soft quarter from weak housing, but HD will benefit from the rebuilding from the south-eastern US and the L.A. fires.

COMMENT

It reports Tuesday. If PLNT can prove that young people want to be fit and are driving the fitness market, then shares will do well.

BUY ON WEAKNESS

A growth utility paying a decent yield and offering much opportunity. He maybe buy it on a dip.

COMMENT

It reports Tuesday. Was downgraded this week on fears of softer sales. If this is reported, then shares will go down.

COMMENT

It reports Tuesday and he expects another strong quarter. However, Wall Street has turned against momentum stocks, so it won't matter how good business is. 

BUY

This stock never soars, but steadily goes higher. It reports Wednesday.

BUY

It reports Wednesday, perhaps the most important company to do so this year. All semis stocks sold off today. He keeps saying: own this, don't trade it, but his strength may be tested by the possibility of a slow ramp in its Blackwell platform launch. He expects the CEO to offer a clear path.

BUY

It reports Thursday. It could make a comeback, because it helps companies adapt to Nvidia's AI platform. A great CEO. He doesn't expect another bad quarter (he didn't like the last one).

DON'T BUY

Is -10% in one week. The CEO, in the conference call, said he was disappointed in himself and isn't clear how much things have really changed and if they will change. Wait another quarter before deciding.

PARTIAL SELL

Take profits; it's had a parabolic move. Watch NVDA earnings next week.

DON'T BUY

Is -14% and is not his favourite in energy. Prefers names like EQT.

BUY

Natural gas is enjoying strong demand from data centres and the cold weather. EQT is a big player that reported a beat today with a solid full-year forecast. But what happens after this winter and with Trump's pro-drilling policy?