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They have an investor day on Thursday. An expensive stock. A regional and national growth story, though.

They have warranty problems that make their earnings a black hole. He prefers GM, despite their weak dividend.

They boast profits and growth, and shares are -12% in the past month, making this a buy. No, it's not rolling over. Buy some now, and buy some next week.

The Capital One merger will work, and doesn't fear the Justice Department will block it.

They have a new UAE project. Their last report was shockingly good, with $1.84 billion in revenues in Q4 2024, but shares have pulled back with the market over fears about the consumer.

His reservations about their GLP-1 business were misplaced, and the company is doing quite well.

They hype got too big about this, and the field is too crowded.

Expectations were too high going into the quarter, and there was no way they could be them. Shares have since fallen enough for a partial buy and an entry.

Aluminum prices have been down 3 straight weeks.

He's concerned because he has stopped going to Google, and he can't be the only one.