Buys
- AZUL (Azul Airlines) – Good 1W, sideways 1M, great 3M. Was $40 a year ago and is now $22.77. If airlines start to go, this one will go with them all.
- CAAP (Corporacion America Airports) – Is travel starting to show signs of recovery? It would be really early for sure. Flat since December of 2020. I guess we wait and see.
- HHR (HeadHunter Group) – Not too much volume. 10% since January 13, 2021. It’s a maybe.
- MFGP (Micro Focus International) – I don’t mind this one. Maybe it has hit its bottom and is heading back to $12 – $14.
- OSB (Norbord) – Low volume. Sideways 1M. Looks like a consistent grower.
- QNST (QuinStreet) – Funny, I have worked with QuinStreet for a long time. Fairly steady growth since the Covid crash of 2020. Sideways 1M, but looks like it could be back to growing.
- TTD (Trade Desk) – Signed a deal with Walmart. Flat in January of 2021. Six month stretch looks good.
- UI (Ubiquiti) – I like the charts on this one. As a matter of fact, this one is going on my list of favorites.
Sells
- ACHC
- AIR
- ALGN
- ALTR
- APTV
- APY
- ARVN
- CLF
- CRWD
- DAN
- DFS
- DRI
- EMN
- FATE
- IOVA
- KOS
- KRNY
- LAZ
- LNC
- NVCR
- OFG
- PH
- PLNT
- PNC
- RHP
- RL
- ROLL
- RUN
- SPB
- TENB
- TPR
- UBER
- UMPQ
- WSBC
- X
- YETI
Favorites
AZUL @ $22.77
MFGP @ $5.92
UI @ $298.57
Sleepers
It’s a tough market to gauge lately with GME, BB, etc. I am sure the Buckle (below) is in the same group, but it had a nice day yesterday. We will probably see some snap back from some of the sleepers mentioned earlier in the week. By that I mean, they dropped and they should start some simple recovery.
- BKE
