BUY

They had a solid top and bottom line beat last week, and announced they were buying another sugar-free drink company. Shares jumped.

DON'T BUY

They reported last Thursday fine results, but guidance was awful. Three analysts then downgraded it. Growth and margins are sinking,

DON'T BUY

Reported last Thursday with awful guidance. Also, EPAM has a major presence in Ukraine, where Trump wants to pull the plug on assistance.

DON'T BUY

The whole freight sector has been terrible for a while, then TFI recently reported a lousy quarter. XPO is -15% in one week, despite reporting okay earnings earlier this month.

DON'T BUY

Budget cuts at the Pentagon and their chief accountant quitting were headwings. Also, shares were parabolic and became expensive.

COMMENT

It's -19% in the last week, mostly after strong numbers last Thursday and analysts raised estimates. But their full-year forecast was low, suggesting slowing growth this year. Also, this momentum stock went up too fast. 

DON'T BUY

It's fallen 15% in the past week after rallying 18% this year. They offer cheaper weight-loss drugs than peers, until last Friday, the FDA said it couldn't sell them anymore (Novo Nordisk's shortage is over).

BUY ON WEAKNESS

Is -14% after they reported a solid quarter with conservative guidance, as more concerns for AI data centres emerged. Near its 52-week low, so maybe it's a buy on weakness.

DON'T BUY

Is -17% in the past month, after they failed to delivered big numbers in their last quarter, a bad quarter.

COMMENT

Agriculture has been struggling from geopolitical worries, low prices for key crops and high interest rates. They reported a revenue miss and earnings miss this month, but trimmed costs with a mixed forecast.

DON'T BUY

The street decided this is part of the data centre trade (getting punished now), and their CEO just sold a lot of shares. Shares are falling.

BUY

They will spend over $500 billion in the US in the next 4 years to manufacture in the US. Have faith in CEO Tim Cook, given his track record.

BUY ON WEAKNESS

Interest rates cuts are stalling, so shares are -7.74% the past month; housing turnover and the weather have been bad. Tool sales are down. It reports tomorrow, but he will buy after that report. He has faith, because when the street was shorting this in 2008's housing crisis, HD gained market share and bought back a ton of shares.

COMMENT

The volatility in the markets is partly due to the unpredictability of what Donald Trump will do. Also the market has been trading at high levels and interest rates are about 4.5% so it does offer an alternative to stocks. The Fed is unsure about what to do. We were on a path to lower interest rates globally but now the U.S. says maybe not. The tariffs would basically be a supply shock to the economy.  However you can use volatility to buy companies you really like for the long term at cheaper valuations. This is not necessarily good for short term traders. It is difficult for people to go from cash into the market.

Unspecified

They make the Canada Arm but the real growth in the satellite business is in low orbit satellites - it is much cheaper. MDA is a leader in this with a big backlog and a lower cost structure. It has done well in this area lately but there is lumpiness in the earnings.