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$MRO and other oils
$SPG
$SKT
$JBHT
$VERA
$T - they have reduced their debt - it could go back to $23
$UVXY - up 8% - VIX is at 23 - this may move to 30 so $UVXY or $VXX would be your play
$BOIL
$UCO
$CROWD and $PANW - these are still winners from when we got in.
$Bac under $40
$Gs trades at 1 times book … everything else trades at 2
Cramers growth screens - growth at a reasonable price … peg ratio
6 travel and restaurants to start the week
Expedia group 24 times earnings right now
Booking holdings owns open table
Difference is booking is international
Marriott international good chance they bring dividend back this year … under 30 times earnings
Disney - he thinks they get back to hit earnings year
Darden restaurants - recent disappointed in earnings DRI
sysco - restaurant supply … earnings miss $SYY - 28 times earnings and they are set to double
Cramer says sell fang ….
Carmax missed earnings - down 5% - but maybe things have maxed out
Earnings - tomorrow - $JPM, Delta Airlines, Blackrock - all before the market open
Thursday - Wells Fargo - $GS, Citi, Morgan Stanley, TSM - all before the market open
All of these financials have been beaten down so could these be good on commentary - JPM down 16% YTD
Tom sent analyst recommendation of FANG at $233 - it just had a macD cross down
Analyst who pumped $ZIM - says DO NOT BUY THE DIP It’s not a buy in teh algo right now
JBHT buy at $173
$BAC under $40 with a MacD cross up before earnings