CW31 TreadingScreen
  • CW31 results ($SNPS, $ADP, $WM, $RSG of interest)
  • CW30 performance (Brief review of top 3 and bottom 3 performers)
  • TreadingSelect changes (No changes. Still holding $LYB)

On watch: $ADC, $DOX, $PGR*, $CI, $ADP, $SNPS, $K

More info on the recent screen criteria flip-flopping:
$LLY was the "overextended" setup that I wanted to include a few weeks ago. The major pullback below is exactly why these setups should not be included. Actually, the setup in CW31 is not bad but would like to see a reversal at EMA/SMA before entering.

BEFORE (CW29):

AFTER (CW31):
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HR management companies are on a roll
Payroll and human capital management solutions companies have been performing well in recent weeks. I like these companies because they benefit from high switching costs, scale-based cost advantages, intangible brand assets, and powerful referral networks, all built up over years and decades of hard work.

The following businesses are in my selection:

All of them posted good earnings results with solid outlooks recently. If you are not yet aware of these businesses, they are definitely worth a look.
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I’ll have to look at the others. I’ve loved $PAYX every time I’ve looked at it; just can’t get past the valuation to actually pull the trigger. If I pay that high a multiple (>30 P/E) it has to be A+ growth & profitability. I’ll do a peer comparison tomorrow and be back🤙
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Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management
Allen Bond, managing director and portfolio manager at Jensen Investment Management in Portland, joins the Contrarian Investor Podcast to provide some stock picks for an increasingly uncertain -- and inflationary -- time in global financial markets.

Content Highlights
  • Investors have two major issues they're grappling with right now: Ukraine and inflation (4:38);

  • To protect against inflationary pressures, Jensen looks for businesses that have pricing power (9:56);

  • Mastercard ($MA) and TJX ($TJX) are two such stocks (12:15);

  • Background on the guest (16:53);

  • Three additional stock ideas, starting with ADP ($ADP), another company that is difficult to displace (26:00);

  • Broadridge Financial Solutions ($BR), the leading provider of proxy services (32:55);

  • Pfizer ($PFE) has sold off since making Covid vaccine headlines last year, but continues to generate a ton of cash -- and put it to productive use (40:30).

Listen here:
Alberto Wallis's avatar
$23.4m follower assets
Upcoming Earnings Calendar (Jan 31st- Feb 4th)
Hey guys!

Here's the earnings calendar for next week! Here's what I'm interested in:

  • $XOM - Insights on the global oil market.
  • $GOOG - Strength of the digital ad market + growth of YouTube (since $NFLX slowed down).
  • $FB - Comments on their strategy to monetize Whatsapp (I don't expect any, but one can hope).
  • $SPOT - They recently expanded to other markets, so maybe they can maintain accelerated growth, unlike Netflix.
  • $AMZN - AWS and Advertising segment growth + impact of the increase in 3P fees.

What are you looking forward to next week?

If you'd like an easier way to track earnings dates, you can automatically sync your portfolio's earning dates to your personal calendar with just a couple of clicks here.

MON:


TUE:


WED:


THU:


FRI:
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Eric Pelnik's avatar
$284.6m follower assets
Earnings this week
Monday, Nov 9th
$MCD McDonald's
$BYND Beyond Meat
$CGC Canopy Growth Corp
$TLRY Tilray
$REAL The RealReal
$ACB Aurora Cannabis
$NKLA Nikola
$ELY Callaway Golf
$ZI ZoomInfo

Tuesday, Nov 10th
$DDOG Datadog
$LYFT Lyft
$JMIA Jumia Technologies

Wednesday, Nov 11th
$ADP Automatic Data Processing
$VRM Vroom
$LMND Lemonade

Thursday, Nov 12th
$DIS Walt Disney
$CSCO Cisco
$AMAT Applied Materials
$WSM Williams-Sonoma

Friday, Nov 13th
$DKNG Draftkings

Sources: Business Insider, Google Finance, and Yahoo Finance
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