The problem with Dollar Tree is that people already have discovered that the small form is no longer working. They rather go to Walmart which is a buy, or Costco if they can afford the membership fee, which they should be because it pays back quickly -On Dollar Tree ($DLTR)
They did have a decent quarter. I’m not impressed with my own stock picking. I could have bought GE Vernova or GE Aerospace, it could have been better. I bought the worst of the three, and I’m not proud of myself on this -On GE Healthcare ($GEHC)
The problem with Dollar Tree is that people already have discovered that the small form is no longer working. They rather go to Walmart which is a buy, or Costco if they can afford the membership fee, which they should be because it pays back quickly -On Dollar Tree ($DLTR)
I heavily suggested that you buy (Buy, Buy, Buy) much more DuPont. I’m having a $100 dollar target for this club name. They are splitting it in three companies and I think they are worth dramatically more together. I want you to buy buy double D -On DuPont ($DD)
I think they have long term staying power, short term they have cash flow problems. Let’s wait until it’s clarified yet, so let’s be careful -On Boeing ($BA)
MONDAY JULY 29 You can buy some right here, or maybe when it breaks 40. The company is selling very inexpensively, and it’s a good one. -On Bank of America ($BAC) This is a solar play that is a very good company. It’s up a huge amount versus a lot of other stocks. It’s up…
THURSDAY AUG 1 Jeff and I literally discuss pulling the trigger today and buy Wells Fargo. It’s down way too much. Wells should be bought right here. -On Wells Fargo ($WFC) Here’s what I would do. Tomorrow morning take out your cost basis and let the rest run. That way you’ll never give back anything….
WEDNESDAY JULY 31 There’s a gigantic secondary coming on. A lot of insiders stocks going and I don’t like that because the company is losing a lot of money. I do not want to be there. -On Serve Robotics ($SERV) It’s a very very good bank (Buy, Buy, Buy). I never understood why it’s cheap….
I want to go on for this one for the long term, because they have a lot of great in-house companies. They’ll do very well. I like Blackstone -On Blackstone ($BX)
We’ve owned it for a long time. It’s been a huge winner, but I think its a hole here. I would own the stock -On Salesforce ($CRM)