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The merger with Discover is complete. It's his favourite holding. Despite gaining 20 points in May, he sees more upside and analyst upgrades.

They report Tuesday. HD isn't levered to interest rates, but rather repair and renovation trends, which is a tailwind. Is -2% for the year, well off its highs, but he likes this long term. Also, HD has the scale to absorb the tariffs on their foreign-made goods.

They report Tuesday. He expects a good quarter, but also restrained guidance because of a pervasive negative mood in the economy. Trades at only 7x PE.

They report Tuesday. It has a habit of falling after reporting earnings, so wait until after the report.

They report Wednesday. It has been a victim of poor luck and protests. Pays a 4.5% yield. He fears that TGT reports an okay quarter but withholds guidance.

They report Wednesday. Likes it, but the stock is inconsistent, even if their numbers are strong.

They report Wednesday. Their business is on fire.

They report Thursday. In the shoe business, Skechers got a bid to go private, On Holdings delivered a super quarter, and Dick's Sporting Goods paid nearly twice the price to buy Foot Locker. Deckers are excellent operators. Their last quarter disappointed, partly because one of their brands ran out of inventory. He doesn't expect another weak quarter. Buy ahead of their report.

There was a lot of insider buying today, so why would their execs buy if they felt they would have a problem with the US Justice Dept? But he isn't happy with this stock, down 50% in the last month. Sell on this strength.

Is up 40% this year, including +8% after reporting a great quarter last week. It remains 15% off its February high. He's long liked this, and sees more upside.

A great regional to national growth story. Up 340% over the last 2 years, though is -30% this year. He doubled-down in mid-March. They keep delivering strong numbers, growing its US store base, and revamping its loyalty program. Yesterday, they reported that business is difficult, though he thought the quarter was great: 10.8% same-store sales growth, missing the 11% estimate, revenue up 28% YOY, though EPS strongly beat. They raised their adjusted EBITDA and maintained same-store sales growth. Is a long-term play. Now is a buying opportunity. Caveat: it trades at a high multiple, so it will get hurt if there's another risk-off market. As long as their expansion continues, there's room to run.

Take out your cost basis (take some profits) and let it run.

A sector leader and strong long-term performer, up 23% this year. Waste management is a cyclical business, tied to construction. In late-April they delivered a mixed quarter but with solid growth and reiterated their full-year forecast. If you think the US economy will be fine, RSG is good.

It recently made highs, but fintech is a crowded space. Shares have gotten too hot.

Skeptical because it's a company losing money, but many companies want to launch rockets, so there's demand.