WEDNESDAY JUL 29 I’m going to take a pass on Toyota only because it just went up so much. But I like your instincts. -On Toyota ($TM) I’m going to say no to Advanced Auto Parts because I’m going to say yes to AutoZone (Don’t Buy, Don’t Buy). -On Advanced Auto Parts ($AAP) No, we…
MONDAY JUL 28 I’m worried about Brighthouse Financial, and peoplpe pass on that. I prefer Chubb. -On Brighthouse Financial ($BHF) I hate to say it, but I just don’t think it’s a high quality mine. -On Hecla Mining ($HL) I think that technical schools are the way of the future. I think the real jobs…
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 ($GA) Momentum? That stock is up a 100% – that’s a big momentum. You’ve got to do a schnitzel (Sell, Sell, Sell). Take a…
THURSDAY JUL 24 One of them is making money, Shutterstock. One of them is losing money, Getty. I think Shutterstock’s better but doesn’t really have the growth that I’d like to see. -On Shutterstock ($SSTK) ET got its act together a long time ago. It’s a really, really good stock (Buy, Buy, Buy!). -On Energy…
THURSDAY JUL 24 One of them is making money, Shutterstock. One of them is losing money, Getty. I think Shutterstock’s better but doesn’t really have the growth that I’d like to see. -On Shutterstock ($SSTK) ET got its act together a long time ago. It’s a really, really good stock (Buy, Buy, Buy!). -On Energy…
TUESDAY JUL 22 UPS is a real quandary. I love that yield, but I do think that the fundamentals are still hurting. I’m going to have to take a pass on that one (Don’t Buy! Don’t Buy! Don’t buy! Don’t Buy!). -On United Parcel Service ($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…