DAN Archives - Calico Fund https://calicofund.com/tag/dan/ Powered by RATS Fri, 29 Jan 2021 14:58:10 +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 DAN Archives - Calico Fund https://calicofund.com/tag/dan/ 32 32 188110223 Buys and Sells for 2021-01-29 https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-29/ https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-29/#respond Fri, 29 Jan 2021 14:58:06 +0000 https://calicofund.com/?p=245 Favorites: AZUL, MFGP, UI
Sleeper: BKE

The post Buys and Sells for 2021-01-29 appeared first on Calico Fund.

]]> 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

The post Buys and Sells for 2021-01-29 appeared first on Calico Fund.

]]> https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-29/feed/ 0 245 Buys and Sells for 2021-01-07 https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-07/ https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-07/#respond Thu, 07 Jan 2021 02:27:00 +0000 https://calicofund.com/?p=52 Favorites: ABCB, AGO, DAN, LC, NXPI, OII, PWR, QADA, ROG, SNV

The post Buys and Sells for 2021-01-07 appeared first on Calico Fund.

]]> Buys

AA
ABCB
AGO
ALV
ARMK
ATI
AUB
AZZ
B
BAP
BPY
BRX
BSIG
DAN
DRH
DY
FBNC
FIBK
FLOW
HBNC
JWN
LC
NXPI
OII
PEB
PKX
PWR
QADA
RNST
ROG
SNV
SRI
SXI
TECK
WSBC
WWW
WYND
XHR
XRX
YELP

Sells

AVLR
CEQP
CLNY
DNLI
EXPI
IOVA
PD
PJT
PTNR
SFIX
SMAR
SNBR
SWTX
TEAM
UPWK
YETI

Favorites

ABCB @ $42.13
AGO @ $34.68
DAN @ $21.45
LC @ $10.09
NXPI @ $168.72
OII @ $10.14
PWR @ $74.80
QADA @ $64.85
ROG @ $169.70
SNV @ $35.45

The post Buys and Sells for 2021-01-07 appeared first on Calico Fund.

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