Leon Cooperman was on CNBC yesterday afternoon. He's my fave CNBC guest for many reasons, but the highlights were:

1) He's 68% invested in the market - he's taken some cash out.

2) He thinks the Fed screwed things up and will kill growth, but they need to.

3) He's still 20% in energy in his portfolio - which is heavy.

4) He's in COOP - Mr. Cooper - he said book value is in the $60's and the stock is in the $40's. I looked at insider transactions and all insiders are selling - not a good view.

Stocks I'm looking at:

$UNG - Natural Gas - continues to go up along with $BOIL

$SHOP - 100% win rate since 2015 this week and this month - down significantly giving up all gains. Support levels around $650 if it continues to drop.

$QCOM - down again, but I believe this is a $200 stock by the end of the year. The market is trading chips down based on the future having a glut of chips.

$AMD - trade this from $100 to $120

$INTU - start positions under $500 even though the PE is high. This is a software company and they will make purchases in this environment.

$BTU - Thanks to Thomas for this one. $24 buy in on the algo - get it around there.

$URNM or $CCJ for nuclear

$DVN - get it under $60 and trade around that price point

$UPS - get it under $200. This now is a value stock.

Should you buy energy stocks? Market update 4-6-22