PH Archives - Calico Fund https://calicofund.com/tag/ph/ 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 PH Archives - Calico Fund https://calicofund.com/tag/ph/ 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 2021-01-11 https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-11/ https://calicofund.com/stock-picks/buys-and-sells-for-2021-01-11/#respond Sat, 09 Jan 2021 02:31:00 +0000 https://calicofund.com/?p=90 Favorites: AMAT, ATKR, BHLB, CATM, SE

The post Buys and Sells for 2021-01-11 appeared first on Calico Fund.

]]> Buys

AMAT
ATKR
BHLB
BOH
BRP
CATM
CNOB
FL
MCHP
NYMT
PH
PK
SE
SNBR
UA
USFD
VFC
WRK

Sells

ADPT
ARWR
BBD
CHWY
COTY
FIZZ
HHC
HUBS
LYFT
MELI
RWT
SQ
TTEC
WDAY

Favorites

AMAT @ $95.56
ATKR @ $45.83
BHLB @ $19.35
CATM @ $41.08
SE @ $210.16

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