Daily Stock Picks

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 $AX...

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...

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...

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 a...

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...

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...

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. ...

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 shoul...

$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. In...

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...

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...

$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...

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 t...

$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 lik...

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...

$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. 

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. 

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 pos...

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,...

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...

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, ca...

Did Elon lie to investors? Also, which shippers are a buy now? Should you buy financials? 

I posted on Twitter the last 5 years of May - September and you'll see the old saying "sell in May and go away" doesn't fly and I don't think it's a good idea this year either.  Stocks for next week: $TGT - Target is still a buy in the algo and I like the setup.  $TSLA - reports on Wed - anything under $1k - (around $970 might be my target) - I expect some Elon hype this call - think Cyb...

Elon has offered to buy all $TWTR shares at $54/share, but the stock is down. What's the next move for the stock?  $AAPL earnings are coming up, when should you buy?  $AMZN shareholder letter - what it said?  Financials - $C $GS $JPM $MS $WFC and other financials reported - trading volume up, deals are dead and there's uncertainty in the market.  Tom's high convictions - $CF $M...

$JPM and $BLK released earnings and both had comments about "geopolitical and economic cliffs ahead". Those words are key in guidance.  I like $BAC and $WFC in the banking area and they report tomorrow. $GS might be an opportunity as well.  $DAL reported $1 Billion more in revenue than analysts expected. They are seeing record demand (March was the best booking month in their history) an...