Josh Brown, CEO, Ritholtz Wealth Management

One of the biggest winners of 2023. It's added about $90 billion in 19 months, so it's now worth re-evaluating. There may be no or little upside in the near-term, but he's a long-term holder and will accept that. Uber has bounced off its 200-day moving average 3 times in 2023; only 5 days in 2023 were under that 200-day MA.

He's been bearish this all year until recently. Could be potential. It has 428 million active users, 35 millions merchants and annual payments are $1.5 trillion. Enormous. Bad news is there's a lot of competition: Apple Pay, Google Pay, Shopify. That's why shares have been down and trading half the PE of its peers. Is down 14% this year. There's a new CEO with a good track record; he will shrink the cost base and find more revenue.

Was the 3rd-best Nasdaq stock in 2023. Up nearly 150%, purely on fundamental growth. Cybersecurity is the guaranteed secular bull market for the next 10 years. These companies can have a few soft quarters, but it's law that companies must announce cyber breaches. They must have cybersecurity. He's a long-time investor since 2020 and won't trade it. At an all-time high. It's not even in the S&P yet, but the stock is young.

Own this to benefit from the general trend of people eating out, whether casual or high-end. it's been stuck at these levels at a while though. Prefers this to any fast food stock.

Reports next week and he expects a good quarter. It's now closest to its all-time high, among the FAANGs. The stock has done nothing the past two years, but earnings growth is better than Apple's.

Reports next week. They have drastically cut costs which will reflect in free cash flow. He expects an upside surprise.

The company has seen nothing but improvements every quarter this year. The stock goes down with the market but remains a beta name. It's mispriced now, and it will go higher.

No question that tensions between the US and China effect Apple. Apple shares are down only 1% this morning. Foxxconn, remember, is a top 10 employer in China and Foxxconn builds a lot of iPhones for Apple. The market knows this. So, Apple is struggling in China? No. Apple remains one of the best-run companies in the world, and they have earned their premium valuation.

The stock looks like is about the make its next move higher. He likes this heading into year-end.

Agreeing with Joe Terranova, how can RBC quantify that the market has already absorbed a government shutdown, if that happens Friday? But the real concern is that last week for the first time in weeks, earnings estimates ticked lower. In July, earnings estimates rose, doing the opposite.

It's such a large company, operating in so many verticals that there will always be a reason to worry about it, but he's held this stock forever and won't sell it. Nothing fundamental about it has changed. They continue to develop in many interesting areas. Not worried about its future.

Nike benefited during Covid when people were at home buying shoes and collectors were buying their prestige shoes, but both trends have ended or cooled down. At what point will investors say that Nike stock is cheap enough and then buy? He thinks it will make a new low. Buy at $80, though it's already cheap at a 28x PE and a 21x forward PE. Nike is cheap but will break down further. Nike has never had two down years in a row, except once.

ITA has been on the verge of a technical breakout since February with resistance at $116-117. It failed seven times, hasn't moved up. So, he sold it.

He's bullish oil and oil stocks, that stocks will close the gap with the rise in crude oil.

He sold it. It was a trade. He bought it because he felt it could ride the AI rally, launched by Nvidia. ANET had great earnings, but the stock hasn't gone anywhere. He'll still follow it.