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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.

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.

$BA $BMY $KHC $SHOP $WM $CME $AEP $GD $SPOT $BSX $HUM $TMUS $LW $ADP $IVZ $TRN $SHW $HES $ROK $CCJ $NSC $R $NYCB $PAG $ODFL $EXTR $CPG $LYG $GPC $TEL $TDY $CAMT $APH $BG $TECK $OC $CS $AVY $ICL $FSS $HLT $RCI $ALKS $OTIS

Big week with a lot of earnings reports and on top of that the FED is raising interest rates 🔥

17 out of the 40 companies from my selection are reporting:

Tue: $GOOG $MSFT $V $TXN $MCD $CMG

Wed: $META $NOW $LRCX $ADP $ETSY

Thu: $AMZN $AAPL $MA $TMO $KLAC $EW