Short-term growth? He's a long-term trader, but can't comment on the short term. This is the ultimate stay-home stock, but faces increasing competition from Apple, Disney, etc. Also beware of how much cash they burn as they produce lots of shows and movies. A big caveat. That's why he's not buying it.
(A Top Pick Apr 22/19, Up 25%) Undervalued at 9x PE, still likes it. This is the future of US healthcare where costs are 50% more than other western countries. A way to reduce this cost is through CVS, such as using their health hub technology instead of walking into emergency. CVS has been smart developing this business. CVS also gets a cheaper line of drugs and they recently bought Aetna. Altogether, CVS is vertically integrated. A great company.
(A Top Pick Apr 22/19, Up 25%) Like Home Depot, this is a win-win, whether people stay hope and renovate, or if they move houses (which he predicts). SHW will benefit from either trend.
The dividend jumps out, currently 7%, which is attractive, though keep in mind this is a US stock, so Canadians will be taxed on part of this. ATT will protect that dividend. ATT is known as a consistent cash generator. He's less thrilled with the business though--the competition from streamers from Netflix et al is extreme and they're losing. So, the stock could deteriorate while the dividend stays at 7%. He's neutral about ATT.