Q: May I have your thoughts on JBL
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Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul
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Monster Beverage Corporation (MNST)
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Regeneron Pharmaceuticals Inc. (REGN)
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Xilinx Inc. (XLNX)
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AutoNation Inc. (AN)
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Best Buy Co. Inc. (BBY)
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BorgWarner Inc. (BWA)
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Caterpillar Inc. (CAT)
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W.W. Grainger Inc. (GWW)
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Mosaic Company (The) (MOS)
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PulteGroup Inc. (PHM)
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Pentair plc. (PNR)
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Target Corporation (TGT)
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Advanced Micro Devices Inc. (AMD)
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Owens Corning Inc New (OC)
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Molina Healthcare Inc (MOH)
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Universal Display Corporation (OLED)
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Jabil Inc. (JBL)
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Colfax Corporation (CFX)
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Timken Company (The) (TKR)
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Reliance Steel & Aluminum Co. (DE) (RS)
Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken
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Q: Could you give me your assessment on ETI (Enviroleach Tech) and JBL (Jabil Inc). I just watched a segment on BNN Commodities today and found the discussion on E-waste enviromental processing very interesting. JBL is currently building a new processing plant for ETI in Memphis. And E-waste is becoming a major problem for the world.
Thank you.