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CRWD and PANW are volatile, but demand is so strong for cybersecurity that these are long-term winners.

Banks are a winning sector and his favourite here is COF. It just closed a deal with Discovery Financial, which will turn COF's credit card business into a bigger business.

It reported last night. Their B2B has been stuck in neutral, though B2C is okay. FedEx missed numbers, but they have cut costs. The price now is an opportunity, but won't rally until we see how the tariffs shake-out. FDX depends alot on cross-border shipping.

Likes it, but is hard to own due to a lousy housing market and weak gardening season. Hold your nose to buy it.

They put up weak numbers and shares slid 5% today. Consumer packaged goods are sector to avoid.

Hurt by buying Hostess Brands on the eve of the GLP-1 weight-loss drugs.

Hurt by the weight-loss drugs, younger people drinking less while their Mexican brands suffer from Trump's immigration crackdown.

They will be the internet channel for the world. Is worth $542 billion. Don't double down because you might get an intra-day swing when you can buy. Is one of the best run companies in the world.

Is working on its injectable GLP-1 drug, Maritide. The market didn't like its drug data (phase 2 clinical trials) last Monday, and sold shares hard: 20% avg. weight loss for obesity only, and 17% weight loss for obestity and diabetes. Also, Maritiude made users puke if they took high doses, though this is reduced if doses start small and then are increased. Still, the market was not impressed. Also, there exist 2 GLP-1 shots by competitors already. Thirdly, American prefer taking a pill daily (Eli Lilly) than an injection weekly (Amgen). He feels that the market misunderstood the trial results, and does not justify the stock's decline. LLY remains his favourite in GLP-1, but Amgen stock is cheap.

They reported a mixed quarter: in-line earnings and slightly lower revenue, but the full-year revenue forecast was light, though earnings forecast was fantastic. Made new sense that shares slid 9% today. He likes their merger with Paycore which may have made their quarter harder to understand.

Shares have jumped 75% in 3 months. Sell some shares, take profits.

Their last quarter was good but nobody liked it. Innovations were good. That said, go with the flow and sell.

It faces a lot of competition. Also, the market doesn't want to own Salesforce.

Is horrified by it, a big disappointment. What is the CEO doing?

Was downgraded today. SMN is going doing well.