TUESDAY JUL 22 UPS is a real quandary. I love that yield, but I do think that the fundamentals are still hurting. I’m going to have to take a pass on that one (Don’t Buy! Don’t Buy! Don’t buy! Don’t Buy!). -On United Parcel Service ($UPS) Modine’s got a lot of good things going. It’s…
MONDAY JUL 21 I’ve always felt that GVA was a takeover target. I do believe that the infrastructure play is still on, and therefore Granite is still on. -On Granite Construction ($GA) Momentum? That stock is up a 100% – that’s a big momentum. You’ve got to do a schnitzel (Sell, Sell, Sell). Take a…
MONDAY JUL 14 I’m not going to fight a six times earnings stock as long as it’s making money. I think you’re ok. It’s an interesting spec. -On ODP ($ODP) I want to live by Palo Alto; I want to own the stock of Palo Alto. They’re doing a fabulous job. -On Palo Alto Networks…
THURSDAY JUL 17 Buy COP. Corterra is not delivering, we should be in ConocoPhillips. -On Conoco Phillips ($COP) I don’t know, but it’s going in the right direction. I think she got what it takes to take that stock much higher. -On Advanced Micro Devices ($AMD) I like CCJ. I think this is a winner….
WEDNESDAY JUL 16 It’s ok. I mean, why not buy Agnico Eagle? That’s the one I really, really like. They’re doing so well. Let’s go with Agnico. -On New Gold ($NGD) I want you to own this D-Wave. One little story and that stock goes up 10 points. -On D-Wave Quantum ($QBTS) Never seen it…
TUESDAY JUL 15 It’s losing a lot of money, it’s down 50%. I’m going to have to take a pass on that name. -On Fluence ($FLNC) At this point, we’re going to wait for GE Vernova to come in. This thing is such a horse. We’re going to get a report this week in earnings….
MONDAY JUL 14 I’m not going to fight a six times earnings stock as long as it’s making money. I think you’re ok. It’s an interesting spec. -On ODP ($ODP) I want to live by Palo Alto; I want to own the stock of Palo Alto. They’re doing a fabulous job. -On Palo Alto Networks…
MONDAY JUL 7 The missile story’s good. These are the kind of companies that are making a lot of people a lot of money. -On Karman Holdings ($KRMN) I have been against Annaly for many, many years. Because all these are a miss match of securities that I never know what they are. It’s got…
FRIDAY JUL 11 It’s terrific. It’s the absolute best play for us to be able to build our ships, and we need a better Navy. I think it’s a buy. -On Huntington ($HII) This is one of the hottest stocks in the universe. It’s going to continue to be right. What can I say, I…
THURSDAY JUL 10 I’m staying with Noto, other than the fact that I don’t like to see him on other shows. (Buy, Buy, Buy) -On SoFi Technologies ($SOFI) Goes higher (Buy, Buy, Buy). Hey, wait till they report then some clowns always sells, you can buy better then. -On American Express ($AXP) I think Fico’s…