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It reports Thursday. This and Dollar Tree have been eclipsed by Walmart, who is not at the mercy of the big suppliers.

It reported excellent numbers last night, but shares still got hammered. Wait till Tuesday when all the sellers will probably be done. It's a major holding of his.

It reports Thursday. It remains the most relevant, reasonable cosmetics chain. Ulta has got to win back customers from Amazon.

Like the other chemical companies, DOW is trading as if they are just calls on China turning around. This is wrong to do.

Airlines are under pressure right now, but will do well this summer with strong travel demand.

Hold, if you already own. Maybe earnings will accelerate, but it's expensive now. Good CEO. Buy if it falls to the low $70s.

It reported a great quarter: Chili's brand grew 31.4%, $2.80 EPS beat by nearly 1 dollar. And yet shares have collapsed in the the past month. So of this is pure profit-taking after a huge run-up. Softer traffic in some locations was down to bad weather in early February. He's long liked this for the same reason: it offer customers great value. It attracts customers of all incomes.

They reported a good quarter: same-store sales up 7.4% and an earnings beat. A steady operator with room to grow. Shares have held up well in this recent volatility.

Is -19% this year, but they reported super numbers yesterday: same-store sales growth beat and raised their full-year forecast. The company remains a work in progress, though, which explains weak shares. Sales were bad this winter due to bad weather. Is a turnaround story, so a little risky.

Had a great run-up last year, but has slid this year. Why? Has strong fundamentals, positive analysts coverage and low valuation. It soared when data centres were hot, but is sliding when they're not. The actual business is doing well: a healthy backlog of $1.3 billion and $269 million of new orders, and excellent earnings. Sales and earnings have slowed from last year's insanely high levels. Still boasts mid-20s revenue growth and mid-40s earnings growth. The selling is overdone.

Is was a momentum stock, which are now selling off. Is -24% the past month, but it's cheap and the travel outlook is strong. Buy some here and the rest at $70.

They will get bought in a hostile takeover by QXO and have to accept it. He expects a high bid.

They had a bad quarter and deserves to trade lower. It yields almost 4%.

Is a meme stock, not trading on fundamentals, which are paltry.

Chord Energy's 2025 free cash flow, with only about a fifth of its daily oil production hedged against WTI volatility, could be relatively exposed to likely declines in crude benchmarks this year. Still, its total production could climb 17% to 271 MBoepd, using the midpoint of guidance, which may outpace the 14% increase in its E&P and other capital spending, which should aid FCF. While these increases should be driven by the first full year of the Enerplus acquisition, a growth in synergies from the deal could contribute to this relatively lower rise in capex. With its potential, its dividend and its valuation, we would be OK holding still. 
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