Matt Frankel

It's more than 10X in the past year.

That's one that I think will be really, really interesting to watch, just because I really like the technology and think it does have real potential.

The stock that's on my radar right now is Target.

I mentioned this one a while ago, right after it reported earnings and the stock went down.

It's gone down even a little bit more.

Its yield is about 5.1% right now, close to the highest ever.

It trades for about 10.5X earnings.

It's down for a good reason.

Consumers have shifted away from Target, which is a little bit more of an upscale big box retailer, toward Walmart, which is common when consumer sentiment is low and it favors discount retailers.

They have new leadership now, they're making the necessary moves to get back on track.

Target has a very strong history of navigating difficult environments for the business, including the pandemic.

Nobody did omnichannel better than Target in the earlier days of the pandemic.

Just to name one example, in the financial crisis, they did a great job of doing exactly what they need to do now and getting people to go to Target more than Walmart.

It's a dividend king, over 50 years of consecutive dividend increases.

I do not think Target is Kmart 2.0.

I think this company still has a very bright future, and it's a really good buying opportunity.