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It reports after the bell. A value name for its cash flow and consistent earnings. They've been talking about their plans, so it has a lot of momentum behind up, up 59% this year.

It's up 108% this year. It's the top cybersecurity stock, his core holding here. He's been adding shares in recent months.

After tech, the next great earnings will come from financials. Rates will moderate, spreads will continue. Broker dealers are a great business. BAC and GS are his top picks among American banks. There's a long runway for financials.

After tech, the next great earnings will come from financials. Rates will moderate, spreads will continue. Broker dealers are a great business. BAC and GS are his top picks among American banks. There's a long runway for financials.

Renewed traffic is down 1%. MCD is focusing on their app, but sales re flat and international sales were light. With renewed focus on the US, he expect a stronger second half of 2026.

He prefers Walmart. The new CEO has done a great job in his first year of turning things around. He will trim this.

Upgraded today. Rev-par numbers were higher than Marriott's which had a tougher quarter. HLT is a great hotel play.

Lowe's is -11% vs. Home Depot's flat. HD has integrated its new properties better than Lowe's. He see more earnings growth from HD from M&A.

Lowe's is -11% vs. Home Depot's flat. HD has integrated its new properties better than Lowe's. He see more earnings growth from HD from M&A.

They have 5,200 stores worldwide, so have a runway to keep growing. It's a counter-cyclical play on the consumer. TJX sells great products, the best way for consumers to go downscale.

It's an AI play because they make the gas that goes into the components that make chips. So, demand is firing on all cylinders. Up 89% this year.

Upgraded today. They make robotics for defence. Revenues will continue to beat.

Everyone's favourite stock to hate. New orders keep going up. People are flying more, especially abroad. Have managed cash flow and the balance sheet well.

Demand for their energy is strong from the data centre build.

Their growth is ginormous and people can't understand how much it will grow. The stock has been getting cheaper as it consolidates. Let's see if it breaks the ceiling of $230, and then it's off to the races. Spacex is pushing all of its chips with NVDA--a huge customer.