KOS Archives - Calico Fund https://calicofund.com/tag/kos/ Powered by RATS Fri, 26 Feb 2021 05:14:44 +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 KOS Archives - Calico Fund https://calicofund.com/tag/kos/ 32 32 188110223 Pick 10 for 2021-02-26 https://calicofund.com/stock-picks/pick-10/pick-10-for-2021-02-26/ https://calicofund.com/stock-picks/pick-10/pick-10-for-2021-02-26/#respond Fri, 26 Feb 2021 05:14:30 +0000 https://calicofund.com/?p=507 These 10 stocks ran yesterday. Do they have one more day in them? Check out the list!

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]]> Pick 10

As always, if you could only pick 10 stocks for the day of February 26, 2021, these are those stocks. You are in and out in one day.

Note: Only five of these ten had a positive day yesterday. I promised ten, so you are getting ten. The five with positive returns for the 25th are noted with a *. The other five are the five losers with the smallest loss.

  1. BILI (Bilibili) *
  2. CRTO (Criteo) *
  3. DAC (Danaos)
  4. DISCA (Discovery)
  5. DISCK (Discovery)
  6. HMHC (Houghton Mifflin Harcourt) *
  7. KOS (Kosmos Energy) *
  8. SNBR (Sleep Number) *
  9. SONO (Sonos)
  10. TTM (Tata Motors)

For what it’s worth, we were holding 95 stocks in the beginning of February. We are now down to holding 23 stocks. Crazy!

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]]> https://calicofund.com/stock-picks/pick-10/pick-10-for-2021-02-26/feed/ 0 507 Five to Buy for 2021-02-2021 https://calicofund.com/stock-picks/five-to-buy-for-2021-02-2021/ https://calicofund.com/stock-picks/five-to-buy-for-2021-02-2021/#respond Tue, 16 Feb 2021 04:21:17 +0000 https://calicofund.com/?p=416 Five buys for me. COHU, FATE, KOS, MAXR, and PLUG.

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]]> These need to be added to my portfolio on February 16, 2021.

  1. COHU @ $50.55
  2. FATE @ 102.45
  3. KOS @ $2.88
  4. MAXR @ $50.27
  5. PLUG @ $63.19

There are no sells for the 16th.

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]]> https://calicofund.com/stock-picks/five-to-buy-for-2021-02-2021/feed/ 0 416 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

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]]> 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

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