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Record holiday spend and amazing free cash flow and a clean balance sheet.

Is bullish healthcare for 2026 because of its growing customer base (baby boomers) who will need health services. He's been adding to Merck, post-Keytruda.

Is up 130% this year. Is a momentum play off of gold. When oil is cheap and labour not overly expensive, their profits margins and free cash flow rise ($3.5 billion now vs. $500 million three years ago). The gold trade will continue into early 2026.

He bought more Boeing. The company has gone through horrific years, with bad news after bad news. But they are turning the page by taking advantage of the defence and aerospace stories. They aren't going crazy with deliveries but are ramping it. They are worried about efficiency and safety, which is really important. Good profit margins.

GS is up 61% this year, and JPM 40%, better than the Mag 7. We're already seeing a broadening of the rally into financials and he expects 2026 to be a much better year for them. M&A plays perfectly into these names, and they don't trade at high PEs. Is very bullish these banks.

GS is up 61% this year, and JPM 40%, better than the Mag 7. We're already seeing a broadening of the rally into financials and he expects 2026 to be a much better year for them. M&A plays perfectly into these names, and they don't trade at high PEs. Is very bullish these banks.

Is a super-integrated, major oil name and pays a good dividend. Are buying back shares. Given the poor performance of the oil price this year, the price will probably rise meaningfully in 2026, lifting oil stocks with it.

2025 was an annus horibilis for them: they lost the F-47 contract to Boeing, they paid a punitive charge, and Musk punked them in a tweet. However, they are making the F-35 as fast as they 

He isn't ready to buy it yet, because these retail stocks can be volatile. He wants to see an uptrend first. Retail turnarounds can work, but take time and can be difficult.

Doesn't understand why an analyst just announced a sell rating on ON. ON has grown into its multiple, 60x PE last year and now 29x PE. ON is a hot product and stock.

Free cash flow for 2026 is projected at $160 billion. Incredible. Are growing fast. Wants them to invest in the business rather than pay a dividend or buy back shares. Is bullish NVDA. The PE is around 26x and growing, but so is the EPS. Not worried about valuation. PEG ratio is 1.0.

It still has legs. Is trading at a 30% discount to its historic, median PE at 26.99x. The Groq deal signals that Nvidia is game on in the hunt for talent, and Groq is a great pick-up for tech talent. CEO Jensen is playing chess very well.

She bought KKR and Apollo this year and is up 15% on them. Expects them to have double-digit, fee-related earnings in 2026, continue to raise capital and will benefit from a more robust M&A and IPO market. All positive for these stocks. Time your entry point right and you will see great returns.

She bought KKR and Apollo this year and is up 15% on them. Expects them to have double-digit, fee-related earnings in 2026, continue to raise capital and will benefit from a more robust M&A and IPO market. All positive for these stocks. Time your entry point right and you will see great returns.

She just bought Nike. She seldom buys retail names, but she feels the new CEO is on track to turn Nike around. Earnings were actually good, but the stock got hammered on its China numbers were a pure miss. Nike just needs to get incrementally better. World Cup numbers are up. Businesses in individual countries will be given more autonomy in branding and footprint. In the US, running shoes were up 20%. Are focusing more on women. She targets $75-80. It's cheap here. Board members are buying shares. If the Supreme Court goes against Trump in IEEPA (which grants him sweeping tariff powers), these retail stocks will fly.