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Its performance has been disappointing, and we do look at momentum of stocks (negative here). But we still think it is worth holding for mid-cap growth investors. It has $500M cash, and good earnings growth is expected still, and the sector outlook overall remains robust.
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The Benefits of Long Term Investing: Less time and emotional stress

One of the issues with day traders and their lack of success is that most, after a while, get the feeling that they ‘need’ to be trading. But not every day provides good trading opportunities. Like a gambler in Vegas, staying at the table (or trading) longer than you should is a pretty-much guaranteed way to lose money. Day traders have difficulty stepping away from the game, as they fear missed opportunity. Long-term investing requires much less daily involvement. You do not need to monitor the market constantly or make split-second decisions. This makes it ideal for individuals with full-time jobs or other commitments, and it also reduces the emotional stress associated with reacting to every market movement. Day trading, on the other hand, is highly time-intensive and emotionally demanding, often leading to burnout and impulsive decisions.
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They report Tuesday. The whole sector has stunk, hurt by the weight-loss drugs which reduces cravings for booze. Also, people are switching from booze to weed. Also, the young are more careful with their health. Meanwhile, the buyers of their Mexican beers over concerns by the Hispanic community over mass deportations. This has been downgraded by many analysts. He expects another miss. 

He owns Danaher, which is as bad as TMO. Don't buy this until there's a pick-up in Chinese orders.

Great CEO. He wants to buy it, but shares keep running up. By 25% of what you want to buy on Monday, then wait for a pullback, but not at once. This hit an all-time high today.

They just reported a strong quarter. But shares have run $60 to $126 and can't go higher. 

Software infrastructure connecting businesses to the cloud and the internet of things. Is -9% this year on worries that this economy will make enterprise customers less likely to buy their products.

Is -6% the past year and -19.7% this year, and has been trading sideways as the rest of tech has been roaring. The company last gave tepid guidance because of Trump (25% tariff on iPhones), and gave an adverse ruling against their app stores. The stock is out of favour, uncertain, but he will hold on. Past downturns have turned out to be buy opportunities. Trades at 28x PE, down from 35.5% at its peak last July. Their recurring service revenue now amounts to 25% of overall, and growing faster than all other businesses. AAPL has bottomed several times in recent years, bottoming at 25x PE, the last time in early April after tariffs, then quickly recovered. During the 2022 bear market, the PE plunged to 20x PE, then rebounded strongly. Since it bottomed at the start of 2023, shares rallied 93% of the time in the next 3 years. Meanwhile, the earnings growth is 14% projected this year, while the S&P is projected at only 9.4%. So, Apple deserves a premium, now trading at 28x PE vs. the S&P's 23x. Apple PEG ratio is under 2 while the S&P is 2.5, so if Apple had that PEG ratio, AAPL should sell at 35x PE and $250. Therefore, buy Apple at $180, too cheap to ignore, or 25x PE, but if it shares off the negativity, this should trade at 35x PE.

They won't raise capacity and the industry has been burned many times. They need to expand capacity and build more turbines.

Will lead in the coming year over Visa and Mastercard, because AXP has a younger demographic and not built into the PE. That said, they're all great companies and can't lose.

Ahead of the July 9 deadline for EU tariffs, be defensive and hold cash.

The government is holding up the ethane from China because Trump wants rare earths in return, a mistake in his opinion. Ethane is a common you can get anywhere. This has hurt ET, but he likes the stock which pays a great yield.

Like Dutch a lot and the stock has moved up a lot, but SBUX has a CEO that turned around Chipotle.

He recommended it when they IPO'd and it's run up 300%. Sell half your holding.

One of the best performing stocks since 1990 and still worth owning.