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The 8 stocks are at the bottom of the notes and the end of the episode. I also discuss my plan for anyone that bought $PXD before the $XOM purchase announcement.
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NOTES
CPI - 3.7% vs. 3.6% year over year - kind of in line and nothing crazy - but if inflation continues higher, Fed might have to raise and definitely would not lower - that pulled futures back a bit
Jobless claims - nothing crazy so all in all - looks like no hike November is still in play
https://finviz.com/published_map.ashx?t=sec&st=d1&f=101223&i=sec_d1_075445488
$LLY was yesterday winner
$SMCI gap cover
https://share.trendspider.com/chart/SMCI/18946kgycgh
Since I opened this on June 19th, the core portfolio is down .02% vs. the S&P during the same time 1.46% - always measure yourself.
Even with $QQQ
And beating the dow.
Core Portfolio moves
Took out
$QCLN - no longer is this clean energy ETF a good one. Will find others to put this money in to.
$TGT - I’m over waiting for this one - it’s done
$SNOW - this is a good company but has just been trading between a range. I will hold it in my portfolio, but I’ll be trading it instead of long term buying it.
Added
$SMCI - it’s about time - I like the business and the valuation.
$PLTR - again - it’s about time - I want this stock to get back to $30 in the next year or so.
$dal beat earnings and guided in line - fuel costs were lower than expected but expect fuel to be up
Sell $goog and buy $msft article
Great article on $meta fundamentals
Still live $ba under $200 - BEST BUY
$amgn - rumored to be working on the weight loss space - only up 3% ytd and might be a good move higher
Should You Still Buy the Nasdaq's Best-Performing September Stocks? | The Motley Fool
in an all-stock transaction valued at $59.5B, or $253/share, based on Exxon's closing price on October 5.
The offer represents an 18% premium to Pioneer's closing price on October 5 and a 9% premium to its prior 30-day volume-weighted average price.
Under the deal terms, Pioneer shareholders will receive 2.3234 Exxon shares for each Pioneer share at closing.
$pdd owns Temu - $baba is probably a better stock
Trendspider software update
SOFTWARE UPDATE
✅Full Release: https://trendspider.pulse.ly/wctomlnqoi
Social Request
$RH for Sully on Spotify
$vti as a tech index play for j.stebick on Spotify
Sam from fb
So with everything going on in the world and the Middle East right now now what’s your thoughts on KTOS ( Kratos defense and security solutions)? Or even Boeing as a play with everything going on?
SCANS
$WMT
$PEP
$UCO
$MNST
Stocks I really like
$BA
$PLTR
$SMCI
$SHOP
$LLY - but $AMGN might be better
$UBER
$MARA
$SOFI