dotpem

dotpem

TFI International looks good. A lot of transports stocks look good here. But, I don't think you can rule out another sell-off. It was very important the S&P and NQ rallied right before the end of the month, and if they can rally again that would go a long way to re-establishing some faith. I think we should get to that level of confidence by the end of June....

dotpem

It has a funny name tbh. And it's one of those high Sharpe stocks that just feels right.

dotpem

Anyone think we're going to stop wrapping things any time soon? Let's take a look at Fuwei Films. It's amazing how easy it is to get an account with this company. It took me about 30 minutes (which was the longest part of the account creation process) and then I could log in from any web browser. Their customer service really did live up to their slogan of...

dotpem

Seacor looks promising. Transports have been doing quite well. I think that we will have an exciting season in the UK. With the help of my friends and family I will try my best. I will definitely try my best this season. My Team I have a total of three teammates. I have never played FPP before but I am really excited to get a chance to play. It will be my...

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Just me or do we like what we see in Liquidity Services? For now, I am going to stick to the financials because I am not the best at reviewing the physical business so I just want to know whether or not what we are seeing is just a continuation of last year's trend or whether this is a new trend in the making. At a glance, it looks like we are in a continuation...

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Jack Henry looks great right now. A month from now, that's who you want your backup center to be. There's really no room for anything else. That includes the other centers available. The two guys fighting for that backup center job are Henry and Jordan DeRozan, who is a rookie. DeRozan and Henry may very well end up competing for the backup center job. But it...

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My idea to long Synopsis's, but the best thing that's been written about is how to write fiction, or not to write fiction at all, and not to write for children, not to write for the masses. If you are doing what you love or what you love to do, you can write anything, anywhere and with whom you want. We are the ones who decide what we are interested in and what...

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What do you think? Is our friend Phil D. Gap coming to town to make up for this nasty SNAP slide? Yet another left for dead disgusting long that might reflect some upside potential. I know everyone's a little bearish and especially given a day like today, tech doesn't look as hot, but are we going down or up here?

dotpem

Everybody's gotten all bulled up on leverage and the market showed them who's boss. A little tap back down wouldn't be crazy. Not shorting in medium term and will close out if levels go against me but after a nasty slide like that, the liquidations and everything will still be cascading and this fun might not be over yet.

dotpem

Yea I dunno what to say here. Fucking prediction engine keeps spitting out BAC and it adds up with my existing bias to be long financials due to rising rates, sooo ... Yea. I like the BAC.

dotpem

Yea I mean this is another absolutely disgusting feeling one. Sometimes that correlates well with good trades. At some point though you have to figure dumb dumbs will bid HOOD up yet again. In this low yield world there's always some dreamy eyed portfolio manager believing that tech stocks will somehow magically pull out future cash flow multiples that we all know...

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I love FCX. Think about how much copper the green revolution will need. Add that on top of inflation worries and an economy picking up after COVID, a boom caused by new infrastructure friendly fiscal spending, and you've got a good combo for risk/reward on FCX. Am I stoked to be backing up the truck at $40 a share? Not really. I'd prefer a much lower price...

dotpem

Longing Chinese stocks feels absolutely disgusting right now. Is it now the right risk/reward to make a play on PDD? It got crushed!

dotpem

could KR make a run here? nice solid stock. you can do worse than to have it in your port

dotpem

PYPL earnings didn't go so hot. We going back up or nah?

dotpem

could be a good time to get on board (heh) cruise stocks been doing well could be going up further

dotpem

It's not looking good out there for gold. Wouldn't be too surprising if we saw low 1600ish levels. Time to pile on with shorts?

dotpem

Why are uranium stocks rallying? I don't know, and I don't care. I'm here to make money. Hence, this is one idea I have. Long UEC above $2. Look at that breakout