Video Highlights:

  • Moving Down to Long Bench – FedEx Corporation (FDX): Took FDX off as a best idea long; has been a nice winner; report earnings next week; data has been fairly negative in air cargo; could get another shot in March or May to elevate back to best idea long; FDX is now on the long bench
  • Short – Tesla, Inc. (TSLA): Tesla is cutting prices again; seeing a deterioration of the Tesla brand and margins; TSLA remains a short