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He owns a large position. They report Monday. Unless something happens in the Middle East to spike the price of oil, he expects good numbers from GS. They manage risk well and this is a troubled market.

They report Tuesday. The CEO tends to issue cautious guidance while the street often finds things to quibble over it, even when they're not worth quibbling over. Still, it's a good bank.

They report Tuesday. Not an earnings story, but a long-term turnaround. Led by a good CEO who is buying back a lot of shares.

They report Tuesday. It will probably rally the most among the banks next week. It has great momentum. The street loves it.

They report Tuesday. It has the most blockbusters and best drugs in its pipeline. However, they often get hammered after their news release comes out in the morning. If so, buy some shares.

They report Wednesday. They should have a good quarter, and a fine latter-2026 when IPOs hit the market.

They report Wednesday. After a slow period, this industry is finally on fire. Hunt shares should rise.

They report Thursday. He's impressed by how they've dealt with the rise of GLP-1 drugs and healthy diets among the young. The CEO listens to customers.

They report Thursday. Is down 20% this year after a so-so quarter and face a lawsuit for their baby formula.

They report Thursday. It's a juggernaut. He gives them the benefit of the doubt to keep building and growing.

Prefers it to Lyft. Uber is very cheap now.

They sell quality missile systems to many countries and previous-generation fighter jets to allies. The defence space will continue to enjoy tailwinds.

Outperformed peers last year, up 58%, because they benefited from a hot defence market and hot commercial aerospace one.

Has recommended it before. They create many fine defence products, and a recent acquisition was a smart move.

Is a defence play. Is down 28% because it's unfairly lumped into the software space. It will recover over time.