We like the diversification of Raytheon's (RTX) business model, notes Daniel Eye. He discusses when the Fed will pause rate hikes, as well as expectations for a rate cut from the Fed. He also looks at the Employment Situation for April 2023. He then goes over his stocks to watch which include RTX, Danaher (DHR), and Alphabet (GOOGL). He talks about how he sees DHR as a good opportunity to step into a high-quality health care company. He then goes over how this is the first even profitable quarter for GOOGL in cloud with better than expecting earnings results across most segments. Finally, he forecasts market performance in the second half of 2023. Tune in to find out more about the stock market today.
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