Favorites The list of my favorite stocks is McDonald's, General Mills, Colgate, Altria, and Reynolds. Rollins is still a buy, but I don't have it as one of my favorites because of its low market cap and relatively high PE. Colgate recently beat earnings estimates and is up 3% as a result. My list of favorite shorts is Facebook, Netflix, Amazon, GoPro, Fitbit, Chipotle, Apple, Skyworks, LGI Homes, Boston Beer, Bank of America and Etsy. The clear bad standout is Facebook, but I have covered my losses in that name with other positions. Skyworks' rally is fading today because of poor guidance like said would happen yesterday. McDonald's I have an article coming out on McDonald's today. McDonald's is executing a brilliant turnaround. Toasting the buns and searing the meat has really helped the taste of the burgers. A simplified menu has lessened the wait time at the drive through. The bears last year would have you believe that McDonald's was going to $0. In reality the problems were small and fixable. The lines were actually too long so people went to McDonald's less. If management was able to turn negative comp numbers into positive ones while increasing customer satisfaction, I have a lot of trust in them. McDonald's remains one of my favorite stocks of the year.