Cramer says buy $UBER - I think Inverse Cramer is better $GS $AXP $UNH all dragged yesterday - I'll watch them $TWTR providing Musk data - $TSLA stock upgraded by UBS - Buy $TSLA and nibble on $TWTR since deal is at $54.20 $ATVI - deal with $MSFT at $95 - should go through with $MSFT pushing more gaming through Samsung TV's $UCO - WOW! Buy around $55 $MPC $MPLX $XOM $CVX $DVN $OXY $PXD - all of these energy names are holds - pullbacks can initiate new positions, but all of these are crazy high o...
Jun 09, 2022•44 min
$TGT showed that every bad news could be good news yesterday $CVX $MPC $MPLX $XOM $DVN $CTRA $OXY - all energy stocks are doing great $COST - should have bought at $420 - it was a sign $ROKU - is $NFLX buying them? $TSLA - when it goes under $700 - buy more $CROWD and $PANW are long term buys and buys - wait for a little pullback but I love both. Add $ZS to the list $EGLE has had quite a run - $ZIM $DAC $UPS $FDX are all good - but shippers might come down here in the near term. $ZIM has a great...
Jun 08, 2022•43 min
I still think shorting the real estate market with $DRV is a good move - just waiting for a buy signal from the algorithm. Energy - keep looking for pullbacks on $DVN $CVX $XOM $MRO $MPLX - drilling and refining increases take time while demand is going to soar with China opening Inflation number on Friday is key - we will trade in a range until next week with the Fed rate increase. Strategus Rule of 10 - interesting recession indicator along with the 3 other - inversion of rate curve, rates inc...
Jun 07, 2022•43 min
I like this idea - using $DRV - a triple levered ETF to try and short a potential housing bubble. $ARKK is up 20% since May 12 - S&P only 4% - is this a sign of a bottom in ARK funds? $AMZN split today - it's popping because of it. $DIDI and China stocks way up $TSLA - just buy it - FSD being rolled out to more cars - China reopening - Musk not selling stock to fund $TWTR - all good news $SEDG - Biden easing tariffs on Asia solar - could be a big pop for most companies $MSFT - under $280 buy...
Jun 06, 2022•46 min
$TSLA is a buy in the algo, so is $TWTR and so are $WMT and $TGT, but which ones will perform better? $BABA - China stocks are trades $COST - earnings were hurt by inflation and no membership increase. Also - no raising the price of hot dog combo or chicken. $ATVI - still a 20% upside to the $95 $MSFT takeover $WMT - a buy $TGT - a buy - which retailer do I like better? $GOOGL $GOOG - buy in the algo this morning $MMM - only Dow stock that has a macD cross up - it's a buy if you want $AMD and $A...
May 27, 2022•42 min
If you think Elon will buy Twitter and the deal will go through, you're buying it today. If not - stay away from it because if the deal doesn't go through, there's quite a bit of downside in this stock. $COST - earnings today after the close - this could be big and we have a MacD cross up in the algo. $ATVI - deal still at $95 with $MSFT - trading at $77 $SNOW reported and guided lower - killed the stock - but definitely a long term buy even here. $M - killed it on earnings - I love online shopp...
May 26, 2022•43 min
Today's news dragging the market is Apple's iPhone development cycle being hit by the China shutdowns. Dick's Sporting Goods ($DKS) reports good earnings, but bloated inventories and costs are hurting them just like Target, Walmart and Amazon. On the opposite side, Nordstroms reported great earnings and said price was of no concern to their consumers. Great debate of whether it's the low end consumer that's hurt more, but $TJX reported good earnings too - they are masters at supply chain and may...
May 25, 2022•41 min
$SNAP news killed everything $COST - I still believe this could be a big upside if they raise their membership fees. Just wait for a bottom here. $TWTR buyout - Elon doesn't have a choice... it will be $54 a share $MU - it's held up along with $QCOM - I like these $ZIM $VET $FANG $UAN $CRK $MOS $GSL $C $MS $ZM $AXP $CLF $DVN $OXY $XOM $CVX $UNH $ABBV $LLY $UCO $UVXY is the play until the $VIX hits 32.
May 24, 2022•40 min
Who said sell in May and go away? Even through this downturn, there are some opportunities. I think the Energy sector - in particular oil - is still a winner. $AAPL - has it bottomed? Probably not - but depending on your time horizon, this is a good place to buy. Burry is shorting it and Buffet is no doubt buying. $UNH - buy on the algo $LLY - buy on the algo $EPD - buy on the algo $AXP - buy on the algo Energy stocks to buy: $CVX $DVN $OXY Other stocks I'm keeping an eye on: $SPG $CLF $QCOM $OR...
May 23, 2022•23 min
I didn't talk about Twitter - it's crashing, but I do think Elon still wants it. Tesla shares should go up. Home Depot reported an amazing quarter - buy Lowes instead Walmart reported a disastrous quarter - but Target instead Oil is going up - buy $CVX $DVN $OXY $UCO $MPC $PDX Natural Gas is going up - $LNG has a cross up so buy it here for a nice 10% up. $AMD is back up - still strong Berkshire and Warren Buffet bought more $C - I like this here $TTWO reported good earnings - in the game space ...
May 17, 2022•37 min
Saudi Aramco reported earnings - up 80% and gave stock back and a special dividend to shareholders. Oil demand goes up by 2-3 million barrels per day over the summer - where is that supply coming from? My experience with Amazon delivery - WOW - just WOW $Cost and $CI - I like both based on an article I posted $DAC - earnings tomorrow - $80 right now $ZIM, $EGLE, $SBLK - could be moving up $CVNA - this stock just continues to go up based on the shorts $CVX $DVN $OXY $XOM $XLE - any energy should ...
May 16, 2022•55 min
Elon is now tweeting how the $TWTR deal is on hold. The $TSLA stock soared and $TWTR stock cratered. I think both could be a buy. Crypto seems to be bouncing back. Did a MacD scan on Trendspider and found some cross ups that could be buys. Will post those on Twitter. $AFRM up 36% since yesterday. A good example that even in horrible markets, there are stocks that make big moves after being beaten down. $AAPL - under $140 - buy in the position $MSFT - under $290 - buy $QQQ - under $286 - buy $AMZ...
May 13, 2022•41 min
NO... PLEASE DON'T!!!!! While I don't have good news and I would be careful about buying in to this market, it doesn't mean you don't have long term opportunities. Selling everything is not a strategy because you'll miss the pop back up, but right now we very well may be in the recession that everyone predicted. $AAPL is no longer the largest company in the world - Saudi's oil fund Aramco is. This to me says oil and energy is the key. My suggestion is that if you're trading for more than 1 day i...
May 12, 2022•39 min
Inflation is still here and still going up. That will kill the market again so you may see small bounces, but we still will move down in the long run. When you have profits in your portfolio with stocks that are NOT on your "long term" portfolio - take the profits. Just do it in a tax efficient way. I'll talk tomorrow about taking some of your IRA lower conviction plays and maybe liquidating them and doing a ROTH conversion while it's down. $LPG - $2.50 dividend soon $OXY - earnings blow out and...
May 11, 2022•45 min
What a bloodbath yesterday, but this creates opportunities. $OXY - earnings tonight - buy it under $60 $TSLA - slowing down Shanghai plant - but under $1k - buy iit. $NVDA - $170 is the pivot here, but I think anything under $180 is an absolute buy. The forward PE is less that Clorox! Which grows more? $LNG $ENB $EQT $PXD $SHEL $CVX - all energy plays that are trades here. $SPG earnings were GREAT! Earnings good, guidance good and raised dividend - triple play! You can still own it here at $120 ...
May 10, 2022•47 min
With stocks being beaten down, which stocks are a buy right now? $OXY reports tomorrow - I like this one. Energy companies have killed it on earnings and this one should have a very good quarter. $SPG reports today - I like this one as it's gone down and is at it's pre pandemic level right now. You still have a 5% dividend while you wait for the market to turn around. $UVXY should be your play upon validation and confirmation! $GBTC - not a buy but if you want to play some options, you could do ...
May 09, 2022•32 min
$UVXY is your play today with a Friday sell off likely. Yesterday you made 20% on that. Buy companies with good earnings that are increasing revenues - like energy. $DVN is up 20% from Monday. $AMD is up since Monday. There are stocks in this market to buy, but your time horizon matters. I went over very few stocks today because I feel $UVXY is the way to go if you're trading today. Investing - just wait for some confirmation the sell off is at least easing. A Friday with a war going on a huge s...
May 06, 2022•24 min
Yesterday's rally was CRAZY right at 2:20pm with Jay Powell taking a 3/4 point hike in June off the table - but IMO he kicked the can down the road. The hat trick: $DVN - up 20% on my Monday buy $AMD - a 10% pop from where I said to buy it Tuesday (Monday would have been a better buy when I mentioned it, but I missed it since I already have a stake in $AMD) $ET or $TWLO - both of these shot up on at least 10% from where I said to buy. $TWLO was just NUTS and a great trade opportunity. $SEDG - I ...
May 05, 2022•36 min
I missed my hat trick because $MRNA reported before the bell and of course hyped up 10%. The algo had a buy in at $141 in the afternoon candle yesterday and it's trading at $156 pre market. But I do have 3 plays that could hit with earnings today as well. $MAR - reported and blew it away saying they may restart the stock repurchase plan soon. Travel stocks are good - buy ones that make money and have lower costs. $LYFT - reported - higher costs and brought down forward guidance. KILLED along wit...
May 04, 2022•41 min
$AMD reports earnings today and I think they are a good gamble. The algo has a buy at $88.56 so try and get it at that price. $DVN had good earnings and increased their dividend so if you followed me on Twitter, you came close to timing the bottom. You can take profits or hold this one IMO. $SPG - not quite a buy but I do like this stock before earnings $MOS $NTR $CRK - all agriculture stocks that are good on pullbacks IMO going in to a food shortage that might happen later this year. $CF is pro...
May 03, 2022•43 min
Sell in May and go away is still NOT the strategy even though April was a bloodbath. Here are a few ideas: Monday Earnings - $DVN and $MOS Tuesday Earnings - $AMD Wednesday Earnings - $MRNA Thursday Earnings - $COP - $ZTS is a maybe if you want to take a chance Friday Earnings - $UA $ATVI - Buffet bought more - $75/share when $MSFT deal is at $95 - buy it with the upside if you think the deal will go through. $CVX - Buffet bought more $UCO will be down with China shutdowns, but oil does go highe...
May 02, 2022•42 min
$FB blew away expectations and demonstrated they have ways around IOS privacy concerns for advertisers so the stock shot up almost 20%. You can still get it at some point under $200 but trade this one around that price point. $QCOM - record earnings - record demand and solid dividend at a very low multiple. Get in this stock around $140 and ride it. $SPG - not a cross up yet, but I like this one in to earnings. $MSFT cross up at $288. Shippers look good - $ZIM had a cross up and looks solid. $DA...
Apr 28, 2022•22 min
Yesterday was an absolute mess. Earnings that came out after the market were mixed so there's no real firm direction in the market. Mike Wilson of Morgan Stanley said he thinks the S&P is going to 3800 which is another 20% down. He's been saying this all through the bull markets though so take that with a grain of salt. $MSFT earnings - KILLER - buy this under $300 now. This is the ONLY stock that has proof that it's undervalued with current earnings. $GOOGL earnings - they were good except ...
Apr 27, 2022•23 min
$UPS reported earnings and pointed out a strength in both package volume and pricing power in the US. This is good for shippers. $MSFT and $GOOGL $GOOG report earnings this afternoon. I think these are buy and hold stocks even at these levels. $AAPL reports on Thursday. I like it under $160.
Apr 26, 2022•18 min
Just a short podcast today. I'm traveling and the market is CRAZY! I made a good trade on Friday with $UVXY and I think that and $SCO might be the only ones you can trade today. Google is my favorite earnings play this week because it's so far down.
Apr 25, 2022•20 min
Jerome Powell crashed the markets yesterday by saying a half point rate hike was going to happen in May. Everyone thought this was priced in the market - but it seems it wasn't. $UVXY was the play trading at $11 when he first spoke to close at $13. $EQT - Natural Gas - large $49 calls for June were bought. $42 is where it's trading today. $DIS at $120 - I think you're good starting positions here with earnings coming up. It's crazy how beaten up the stock is. $AXP - beat earnings - I think this ...
Apr 22, 2022•44 min
If you got in under $1k yesterday (like I did), you've got 10% made at least. I'm still holding $TSLA, but they killed earnings. $NFLX continues to slide and I'm not touching this. Ackman out 100% of his position. $AAPL union vote at my Apple store here in Cumberland - Atlanta. Buy this stock under $170 before earnings. $SNOW - buy under $190 $FB - buy before earnings under $200, but be forewarned - this could be a Netflix if users slide. $CRWD and $PANW - get in to Cyber - you can also invest i...
Apr 21, 2022•43 min
Will Elon join the $TSLA earnings call tonight? Consensus from experts is no - consensus from $TSLA bulls is yes. If he does, expect news and a stock pump. Sticking with autos - $F is still a buy in the algo. $NFLX earnings TANKED - I think if it gets to $230, this might be a buy at that price point. $DIS is the $MSFT of the early 2000's with no respect and the stock continues to decline with a loss in direction and news. Some of the algo buy alerts on this episode: $QCOM $SPG $UCO $AMD $ADM $MO...
Apr 20, 2022•53 min
Agriculture stocks like $BG $CF $MOS $MOO (ETF) - these are going crazy and should continue to be buys in to earnings. Energy stocks are all a buy again with Nat Gas up at $8 now. Oil will continue to go higher too. $PSX - buy in to earnings $JBHT (I own it) reported earning - shippers like $GOGL $ZIM $DAC $EGLE are buys. $NFLX reports after the bell today. Down 40% YTD, can it go lower? $NIO under $20 again - wait for the algo to say buy/ $F - at $15 - buy it for the dividend and hype play on e...
Apr 19, 2022•46 min
Did Elon lie to investors? Also, which shippers are a buy now? Should you buy financials?
Apr 18, 2022•23 min
