Daily Stock Picks

Just a quick episode with some listener requests and some guidance - it's all about the Fed so be careful trading today. 

Zed on Instagram - Hey man big fan of your podcast on Spotify. Check out $UCTT hope to hear your view on that stock. Thank you! Btw Kanye west is losing his mind haha

If you can touch on $MULN again that would be cool too

Justin - $plug - off voice messages - beaten down - is it worth holding in to earnings

$BSM !!! I picked up at 15.70 on the run back up. Was at $5 beginning of pandemic! For rob on Twitter

$Bp crazy god earnings

$Uber - crazy good guidance … going back above $30

$Soxl

$BOIL

SCANS

$BABA and all other Chinese stocks on potential easing $PDD $AAPL 

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Fed meeting on Wed is what will move the market. 

Great video about how stocks don’t always go back to where they were https://youtu.be/uadi0JgpO7k

Majority of my audience listens to Drake and Kanye … I’d love to hear from folks about Kanye and what they think about the drama and then his retraction - COMMENT ON THIS TWEET - https://twitter.com/DailyStockPick3/status/1586164822445785088?s=20&t=OW-K8djjCPwImzUWX6h03g

Weekly #SP500 performance: 10 out 11 sectors up.

🟢Utilities $XLU 6.5%

🟢 Industrials $XLI 6.7%

🟢 Financials $XLF 6.2%

🔴Communication Services $XLC -2.2%

Earnings

MONDAY 

Avis - $car after bell today

TUESDAY 

BEFORE OPEN - $bp $Uber $sun $mplx $SPG

AFTER CLOSE - $AMD $DVN $ET

WEDNESDAY

AFTER CLOSE - $QCOM $MRO

THURSDAY

BEFORE OPEN - $PTON $MRNA $COP $LNG

AFTER CLOSE - $PYPL $SQ $COIN $SBUX $MELI

$Boil way up

$Weat hits 2 week high

Shanghai $DIS shut down over covid so the Chinese are continuing the crack down

Look at $cat stock rise in oct

Friday is inflation report for October - huge

Fed rate hike on wed very well may be a “sell the rally” so even though the news is in the market you may see selling

LISTENER ASKS

$PHO - Water resources 

$Dhi closing above 200 day for first time - for Corey on insta

$WCC Jessie

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I go over why I think Energy is a better sector to invest for the short term - but long term I still like big tech like $AMZN, $AAPL $GOOG and $MSFT 

$Amzn missed - guided down 5% but they were down 20% - that’s a disconnect - but the multiple should come down

$Intc beat and guided up - could be a bottom for chips? $QCOM and $AMD and $NVDA

$Pins beat across the board - only social media company that killed it - $META

$AAPL beat and guided okay but the multiple is hurting

Clear that industrials in the Dow are leading this quarter

$Cvx beats

$Xom beats

Options for cash

Online banks savings accounts have 3%

I bond website is crashing and may not be able to process them but is 9.6%

$Tqqq under $20

$ENPH - alternative energy to oil 

Talk about sectors

Talk about next year

$BOIL

SCANS

$BABA

$NUVL - example of scans on Trendspider which now has automatic drawings of trends and patterns

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$Meta missed on earnings and warned of weak q4 … it’s now treading at 2016 levels - it’s gotten worse and it just doesn’t stop … down 20% to $105 … they bought back $40b of stock at an average price of $300 so they aren’t good traders but it does show the downfall is based on management - next support is $94

Reality labs is the problem with spending and zuck doubled down on the call

$UVXY under $10 is in play

$BOIL

$META

$AMZN

Nat gas prices collapsing - it’s too much supply - they have stored so much - and warm weather

$Lng tankers are off the coast of Europe and China could buy it up cheap and then resell it

2 million tons of lng is in floating storage and will be good news … Europe is still paying 5 times more than the us

$Now - hasn’t pulled back to pandemic lows

$Tdoc - this has forgone past pre pandemic and they have been growing since then but they got caught up in just their losses

Big stocks went down and market was rather flat …. This is what rebalancing might be good because r people don’t think the big ones will lead going forward

$Mro

$Ung

$Nxe

$Oih- $310 is an all time high but it could go

$CMCSA way up on beat - peacock specifically string

$Dis - J.P. Morgan said buy with park strength

$So- and $DUK

$MCD beat

$HON beat

$Cat beat

Q3 gdp at 2.6% vs 2.3% expected … this doesn’t look like a recession

$TSLA - under probe for self driving cars and it’s up

Elon and$TWTr

$SOXL

SCANS

$ABT

$VNOM

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Nat gas in Texas traded at $0 because of filled tanks and pipelines down

10% of three lng ships are sitting offshore in Europe because they can’t being it in quick enough - the weather has been warm

$BOIL - confirmation in the afternoon - buy at $29

$VTNR from Corey on Insta - first story on Finviz is good.

$META reports tomorrow

It’s clear that companies who are able to hold margin will get rewarded from the market

$Soxl - Texas Instruments missed and many customers may have double ordered

$Slb

$Ba loss and missed big - they took charges related to losses over the next few years for govt programs - it bounced off $140 and then went back up - earnings weren’t as bad

$Spot - down big - bigger loss than expected - they were able to hold customers even with price hikes - that’s good news

Elon closing $Twtr deal on Friday means he sold the shares needed - $TSLA

$Meta after close today - it’s down based on$GOOG $SNAP and $MSFT slow down in ad business …. Bad news is priced in imo - not sure it’s a button but who doesn’t use fb, insta, WhatsApp or some fb product?

$ENPH and $sedg

SCANS

$NIO

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$MEDP for Joe in to earnings

$MULN

$TQQQ under $20

$BOIL

$TSLA - estimates are that Elon may have sold as many as 4-5m shares yesterday… may have 5m more to sell

$amzn freezing hiring in web services group - it was thought this was still growing and recession proof and Bezos said he thinks there will be a recession

$lng down

$baba - play this like 7/4 and trade it in to earnings next week

$ko earnings

$amgn all time high and reasonable

$lly - super strong in a bear market - has to be something there

$slb

$pep for Tom

“The environment clearly is still very inflationary with a lot of supply chain challenges across the industry,” said PepsiCo CEO Ramon Laguarta. The snack and beverage company beat analyst expectations for both revenue and earnings per share as its price hikes buoyed its bottom line, even as some units saw volume declines.

$crk - comstok

$Oih and $HAL - not a fan since dick Cheney

$Mpw and $agnc - huge dividends . Article on Twitter

$UPS 6AM ET

General Motors $GM 6:55AM

Coca- Cola $KO 6AM

Cleveland Cliffs $CLF 7AM

Halliburton $HAL 6:45AM

General Electric $GE 6:20AM

3M $MMM 6:30AM

Raytheon $RTX 6:55AM

WhatsApp owned by meta was down at 3am for quite a while

$Gm beat eps but missed revs and popped on earnings but has come back down - reaffirmed guidance so nothing shocking

$NIO for DMAN - and MMAT special dividend stock

$UPRO - bull

$SPXU - bear

$SPXL - bull

$TQQQ - bull

$SARK - bear

$BOIL - cross up soon - heading into winter

$UCO

SCANS

$TMO - but read the article on finviz

$COIN

$VZ

$HD

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$Fcx- $unh - $axp - all final trades on Friday and look great

$Cat - crazy good move

$Tsco -

Around lunch on Friday Wall Street journal story about easing moves boomed market

Also fed president Daly said they may pause in December

$Xom hit 52 week high

$Rcl and $nclh for Jackson on insta - ccl reported lower margins so these may be bound to crash

$fl - $20 mil in insider sales in 2 weeks

$Vvv - Valvoline for dman on YouTube

$SPXU for Eric on Insta

$Gm and $F report this week

China stocks are tanking again

$Boil 

WRITE A REVIEW OF THE PODCAST ON WHATEVER PLATFORM YOU LISTEN ON

$Fcx and $clf

Bond rates are down - Burry warning on twitter

$TSLA - price reduction in China and Elon selling

Early movers - $MSFT and $BA

ENERGY

$VNOM

$Cop

$Dvn

$Oxy

$Xom

$Cvx

$Fang

$PXD

$UPRO - bull

$SPXU - bear

$SPXL - bull

$TQQQ - bull

$SARK - bear

SCANS

$ARKG

$ETSY

$LLY

$MRO

$VNOM

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FRIDAY - day trade stocks

$Snap earnings fell short which brought down all social media - revs is what missed … everything else was good - crazy high volume in premarket

$TWTR at $48 - this might be good -Biden admin might put starlink and Twitter under review based on national security issues

$Panw $220 price target by analyst

$Csx good earnings - $UNP good too

$GOOG may be subject to a downfall so look for it to be down after earnings too - pick up some going in I think

$AXP revs beat but guidance down … makes no sense because travel demand is up but maybe it’s because business travel still hasn’t rebounded

Most expensive out of state tuition college in the us is harvey mudd college in ca at $77k per year

$Vz came in better than expected but guided down slightly and adds were down for their postpaid

Net adds of vz 8k - net adds of $T - 80k

How I live on 0% capital gains … it’s calculated on income minus either standard or itemized deductions

$nee for Willy

$Kold way up - $boil way down

$SOXL

SCAN

$HES

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$TQQQ under $20 is a buy 

$GNRC slammed on earnings warning

Oil seems to be the only commodity that’s really driving forward …nat gas seems to be pulling back but oil has the supply demand component pushing it forward

Bond rates ticked up taking the market down

$Abml American battery recycler ABtc symbol 

$TSLA slight miss on revs but beat on eps … key is margin 26.8% vs 28% is what street expected - stock went down - buyback was not announced in earnings … elon tweeted he’s behind tesla so there might be more bad news

$LVS beats on revs but down on earnings per share - they have a lot of debt and capital spending - just wasn’t a wow and macOw in China js key

$IBM beat

$lrcx beat - good for soxl

Fundstrat says $oih will outperform but energy is still in play

$Aa lost a ton on a rev miss and took down guidance

$XOM and $xle $oih $DVN $OXY $CVX 

$Stz

Bond rates headed down - market up - $tqqq still under $20

Oil up

$Uvxy move - why I it didn’t move much

$Aal - beat and moves more - all airlines have had record revenue - guided up - it’s clear fed hasn’t killed demand and stocks going up may just be a signal for a bigger fall

$Tsco beat … way better than hd and lowes and ceo says they are going to continue growing - if u haven’t been to their store - go

$DVR

$BOIL

$SOXL for Corey - do not buy and hold until 2025 because it’s a decaying asset - buy a chip maker like $NVDA $AMD or $QCOM instead

Jordi on Insta - $ADBE and $PKG

Hello, I have what I hope is a better request for an analysis. Packaging America (PKG), as the name suggest they are a packaging products manufacturer. Although they have been beaten down in the market, they still show strong revenue numbers. Which surprises me given the whole logistics mess we had in the past years.

SCANS

$TXN

$XOM

$OXY

$TER

$AMAT

$MRVL

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$Nflx earnings - it’ll get hit back down … buy $DIS

$Tsla earnings

$UAL earnings

$AAPL got beaten down on another fake iPhone report

$LBTY

$ZTS

$PEAK

$WBD

$SHEL

Futures were well on the green but it turned red around 700 … a 200 point swing in a set time

The Biden government has agreed to make future oil purchases to replenish the emergency reserve at prices between $67 and $72 per barrel, per the White House. $DVN $OXY $MRO $FANG $VNOM $XOM $CVX 

Get ready … supply is about to get a little strained with China reopen and this along with Dec 15 Russian sanctions

$SEDG

$BOIL $KOLD $UCO $SCO

$SOXL at 7.42

$SOXS

SCAN

$HD

$TSM

$CRWD - I like $PANDW too

$TMUS - but I like $VZ

$TGT