BEAT Archives - Calico Fund https://calicofund.com/tag/beat/ Powered by RATS Thu, 28 Jan 2021 04:22:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.4 https://i0.wp.com/calicofund.com/wp-content/uploads/2021/01/cropped-Calico-1.png?fit=32%2C32&ssl=1 BEAT Archives - Calico Fund https://calicofund.com/tag/beat/ 32 32 188110223 Buys and Sells for 2021-01-28 https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-28/ https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-28/#respond Thu, 28 Jan 2021 04:05:22 +0000 https://calicofund.com/?p=234 Favorites: BLDR, JCOM, TRUP
Sleepers: BB, DDD, FIZZ, PLCE, PLUG, TELL, TSLA

The post Buys and Sells for 2021-01-28 appeared first on Calico Fund.

]]>
Buys (Just entering buy and hold territory)
  • BEAT (BioTelemetry) – I’m not convinced. Flat since 12/18/2021.
  • BLDR (Builders FirstSource) – $10.91 on April 3, 2020. Currently at $37.76. It has been sideways for a few months, so maybe it is time to resume its run.
  • JCOM (j2 Global) – 3M of 52.45%. This one could go.
  • NMRK (Newmark Group) – Commercial real estate. Your call.
  • REV (Revlon) – Looks like another GME runner.
  • TRUP (Trupanion) – Is it getting ready to run again? It has been sideways for 1W and 1M, but 3M is 61.33%.

Sells


  • AZZ
  • BASFY
  • BBIO
  • BSMX
  • CMD
  • CPRI
  • DVA
  • EAF
  • ESI
  • EXPE
  • HASI
  • HEES
  • JEF
  • KALU
  • LYB
  • MCRI
  • NHYDY
  • OLN
  • PARR
  • PVH
  • RP
  • RRR
  • SAN
  • SHOO
  • SPR
  • TGI – I will call this one out for a friend.
  • TRTN
  • TTD
  • VAC
  • VALE
  • VEDL
  • VRTS
  • WWD

Favorites

BLDR @ $37.76
JCOM @ $105.86
TRUP @ $118.51

Sleepers

  • BB (Blackberry)
  • DDD (3D Systems)
  • FIZZ (National Beverage)
  • PLCE (Children’s Place)
  • PLUG (Plug Power)
  • TELL (Tellurian)
  • TSLA (Tesla)

The post Buys and Sells for 2021-01-28 appeared first on Calico Fund.

]]>
https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-28/feed/ 0 234
Buys and Sells for 2021-01-21 https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-21/ https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-21/#respond Wed, 20 Jan 2021 22:57:22 +0000 https://calicofund.com/?p=187 Favorite: If I am forced to pick, then it is ARWR.

The post Buys and Sells for 2021-01-21 appeared first on Calico Fund.

]]>
Buys

ARWR – This one is a possibility. It is nearly up 4x since the market low on March 18, 2020.
BEAT – I really do not like that set of charts.
CBRE – I am not a fan of commercial real estate due to COVID.
IIPR – It has been really stalled the last month, but the 1Y looks good at 136%
JLL – This is another commercial real estate play. It’s not for me. The charts tell you everything you need to know.
JOE – Another real estate company. The 3M and 1Y charts are good. I’m not not comfortable with these right now.
MRNA – It’s up to you. Pharma.
SVC – Real estate and travel. Not right now for me.

Sells


CAE
DIS
EDIT
RCKT
RP

Favorites

I don’t like any of these. If I am forced to pick, then I will take ARWR.

The post Buys and Sells for 2021-01-21 appeared first on Calico Fund.

]]>
https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-21/feed/ 0 187