Cabot Prime Pro Week Ending October 2, 2020
Stock Recommendation Tracker
The Stock Recommendation Tracker is a table that features all of the current recommendations in all of our portfolios. It’s a quick way for you to see what stocks are currently in our portfolios and will highlight new additions or any changes to our recommendations over the previous week. We include this table at the bottom of the Weekly Summary, and provide a link here at the top to the Stock Recommendations Tracker.
Cabot Weekly Review (Video)
Note: We had some recording issues with this week’s video—audio and visual did not sync correctly. We apologize for the inconvenience.
In this week’s stock market video, Mike Cintolo discusses the market’s improving position, even given the uncertainty that was raised on Friday--the intermediate-term trend remains iffy, which does argue for some caution, but the action of leading stocks has been extremely encouraging in recent weeks, even when the indexes struggle. Mike’s been doing a little buying of late, and shares with you some of many names on his watch list.
UPCOMING CABOT EVENTS:
Cabot Micro-Cap Insider Member Call – October 2020
FREE WEBINAR FOR PRIME PRO MEMBERS ONLY: Thursday, October 15 Sign up now.
Cabot Prime Member Call – October 2020
FREE WEBINAR FOR PRIME MEMBERS ONLY: Wednesday, October 21 Sign up now.
Turnaround Investing with Bruce Kaser
FREE WEBINAR: Thursday, October 22 Sign up now.
Cabot Retirement Club Member Call - October 2020
FREE WEBINAR FOR PRIME MEMBERS ONLY: October 29, 2020 Sign up now.
Advisory Services
Cabot Growth Investor
Bi-weekly Update October 1: Do a little more buying. The overall market has snapped back nicely in recent days, and while our Cabot Tides have yet to turn bullish (they’re on the fence here), there’s been plenty of encouraging action among individual stocks. We’re still of the mind to be cautious overall—this correction could easily persist a few more weeks—but we are going to put a little money to work tonight, filling out our positions in both Pinterest (PINS) and Seattle Genetics (SGEN). Our cash position will still be around 33%, giving us cushion should the sellers reappear.
Bi-weekly Issue September 24: In tonight’s issue, Mike goes over all our positions (including the new buys, which we think are battling for pole position for the market’s next advance) and talks about one simple chart tool that can help you spot other potential leaders going forward, too. Since the last issue, we’ve sold Spotify (SPOT) and taken partial profits in ProShares Ultra S&P Fund (SSO), but we added stakes in Five Below (FIVE), Pinterest (PINS) and Seattle Genetics (SGEN). All in, that leaves us with a cash position of around 44%.
Other Stocks of Interest September 10: Follow ups to stocks featured May 7, 2020 (issue 1445) to September 10, 2020 (issue 1454). Since many of the stocks written about in Other Stocks of Interest don’t make their way into the Model Portfolio, you won’t see them followed on a regular basis in the issues. However, we are monitoring these stocks, and this listing gives you a quick view of our latest thoughts.
Cabot Top Ten Trader
Movers & Shakers October 2: Coming into today, there were many growing positive pieces of evidence out there. For the major indexes, they had quickly recouped about half of their September declines in just a few days—the intermediate-term trend hadn’t yet turned up, but the bounce certainly wasn’t anemic. Mike’s suggested buys today are: Alibaba (BABA) and Guardant Health (GH). We have no recommended sells today—of course, that can always change come Monday, but after pruning quite a bit from the list over the past few weeks, we’re sticking with what we have right now.
Weekly Issue September 28:Mike has begun to see support show up in the market, partially in the indexes but more so among leading (and potential leading) stocks; we’re seeing many show resilience and a bunch begin to set up in legitimate launching pads. That doesn’t mean these stocks are guaranteed to get going, but it’s a first step to keep an eye on going forward. This week’s list contains a group of names that’s attracting money, including a few that have popped on news. Mike’s Top Pick is CrowdStrike (CRWD), which is one of the few growth-oriented stocks that’s actually been slowly pushing higher in recent weeks as the market has come in.
Cabot Options Trader and Cabot Options Trader Pro
Note that the current week’s Weekly Update, earnings updates, position updates and stocks on watch are posted on the website in the Market Update section, which is deleted each week.
Cabot Options Trader Position Update October 2: Peloton (PTON) is breaking out to a new all-time high today at 109. At this level Cabot Options Traders calls, originally purchased for $6.60, are now worth $64, or a potential profit of 870%. Jacob is going to continue to hold his position as long as he can. That being said, because our calls are expiring in two weeks, and our position is so sensitive to price movement, he is going to set a new mental stop on our calls at $55. This stop would trigger if the stock fell to 100. Cabot Options Trader Pro’s PTON position is at a profit that can’t even be calculated, as we have driven our cost basis of our October 45 calls to a credit! (Though admittedly, we have missed out on the last couple dollars of profits.) For now, Jacob will not initiate a mental stop on the PRO position as our spread is likely headed to its full profit potential.
Cabot Options Trader Pro Trade Alert October 1: Close Existing Position: Sell your Snap (SNAP) October 18/23 Bull Call Spread for $4.80 or more.
Cabot Options Trader Basic and Pro Trade Alert October 1: Adjust Existing Position: Against our Zynga (ZNGA) Stock Position, Sell the November 10 Calls (exp. 11/20) for $0.40 or more.
Cabot Options Trader Position Update September 30: JD.com (JD) is trading higher by $3.30 today, at 78.50. At these levels our November 62.5 calls are worth $17, or a potential profit of approximately 130%. Zynga (ZNGA) continues to slowly rebound and is trading at 9.15 today.
Cabot Options Trader Pro Position Update September 30: As of this morning, with two and a half weeks until expiration, Snap (SNAP) is trading at 26, which gives us $3 of room to capture our full profit. However, because there is still a couple weeks until expiration, the spread is “only” worth $4.80. For now Jacob’s plan is to continue to hold the position through expiration as we have so much room, and he believes we will capture the last $0.20 of profit per spread.
Cabot Options Trader Stock on Watch and LEAPS Education September 29: Virgin Galactic (SPCE) rose 25% yesterday following an aggressive stock initiation from Bank of America, with the headliner of the research note theorizing that the stock could double. Today, with SPCE again trading higher by 2%, a trader bought a LEAP option looking for the stock to continue to rise. Here is that trade, and Jacob’s further breakdown on LEAPS: Buyer of 1,000 SPCE January 32 Calls (exp. 2022) for $6 – Stock at 20.75.
Cabot Options Trader Basic and Pro Trade Alert September 29: Buy the Qualcomm (QCOM) January 120 Calls (exp. 1/15/2021) for $10.50 or less.
Cabot Options Trader Stocks on Watch September 28: Qualcomm (QCOM) and Nike (NKE) have been on Jacob’s radar for new positions since last week, and today are attracting intriguing call activity. There has also been two big premium call buys today in Adobe (ADBE) and Shopify (SHOP).
Cabot Options Trader Pro Weekly Update September 28: Jacob has eight long positions: GM, JD, MSFT, PTON, SNAP, TSM, XLF, ZNGA and one short position: QQQ December Puts.
Cabot Options Trader Weekly Update September 28: This week’s watchlist is made of call buys in two former red-hot tech stocks, Adobe (ADBE) and Workday (WDAY) and a big call buy in a fallen casino, Wynn Resorts (WYNN).
Cabot Undervalued Stocks Advisor
Weekly Update September 30: With all of our stocks now having price targets assigned to them, we thought we’d share with you some of our process behind how we set those price targets. In setting the targets, we typically use the formula: valuation multiple x earning power = price target. When determining the multiple, we look at the company’s valuation history and how that compares to its fundamentals, including revenue and profit levels and growth, changes in its business and capital mix, and other metrics including its leadership and culture. Bruce has no changes to the portfolio today.
Monthly Issue September 2: With this issue, Bruce is setting price targets for many of our stocks. In subsequent issues, he will provide targets for the remaining stocks as well as for each newly recommended stock. Price targets help us stay the course when our stocks weaken on noise, and help provide a tangible exit point. The assumptions behind the price targets provide a roadmap to gauge the company’s recovery process. Bruce has two portfolio changes today: Molson Coors Beverage Company (TAP) moves from Buy to Strong Buy and Voya (VOYA) moves from Strong Buy to Buy.
Cabot Stock of the Week
Weekly Issue September 28: This morning brought some broad buying to the market, though not enough to reverse the negative signal by our intermediate-term trend-following indicator last week. And that means that raising cash—by selling your weakest growth stocks—is still a good idea. Tonight’s low-risk recommendation, Digital Realty Trust (DLR), is from Tom Hutchinson’s Cabot Dividend Investor. It’s a company that has a great combination of real estate and technology, Here are today’s portfolio changes: Big Lots (BIG), Global X Cybersecurity ETF and RingCentral (RNG) all move to Sell and Nikola (NKLA) moves to Hold.
Cabot Global Stocks Explorer
Bi-weekly Issue October 1: We enter the fourth quarter of 2020 today with a long-term game plan, not a 2-minute drill. The Explorer portfolio had a good week, with all positions advancing, though some more than others. Carl is comfortable with a cash position of 25%, though he will need to sell a couple of the weaker performers in our portfolio in the coming weeks to make room for new ideas in emerging markets. He gives us an update on Kraken Robotics (KRKNF), (PNG.V in Canada) and Luckin Coffee (LKNCY) and his new stock recommendation is Vipshop Holdings (VIPS), a stock that he hopes will benefit from the biggest shopping day in the world. There are no portfolio changes today.
Bi-weekly Update September 24: After taking some profits from your winners and weeding out a few poor performers, you likely have some cash available to put to work. If you have a little bit of patience, you could do worse than exploring emerging markets. These countries contain about 80% of the world’s population and almost 60% of GDP, more than double their share from two decades ago. Take, for example, the WisdomTree Emerging Markets High Dividend Fund (DEM). This is the sort of ETF that you could tuck into your portfolio and forget about. Meanwhile, Carl will be putting forth some specific emerging market stocks in the coming weeks for our Explorer portfolio. Carl has one portfolio change today: Global X Cybersecurity ETF (BUG) moves from hold to sell.
Cabot Small-Cap Confidential
Monthly Issue October 1: While automobiles have become more consumer-friendly over the last decade there are still a lot of clunky technologies that drivers deal with. Sometimes mobile devices pair seamlessly, sometimes they don’t. Sometimes, a car’s infotainment system functions so poorly that drivers are more distracted than they were in the good old days of reaching for cassette tapes under the passenger seat. Today we’re investing in a company, Cerence (CRNC) that’s developing a digital ecosystem for connected and autonomous vehicles that will make driving safer and more enjoyable for everyone.
Weekly Update September 24: In terms of our portfolio, the average change in our positions over the last five sessions is just +1%. And just to put things in perspective, the average change since August 20, which is right before the S&P 500 broke out to new highs on the insane run in tech stocks, is just -5%. In short, the grind continues. Stay patient. Tyler has no portfolio changes today.
Cabot Dividend Investor
Weekly Update September 30: The market seems to be handling things well so far. The near-correction isn’t much of a comeuppance after rising 60% in five months. It still looks like a market that wants to go higher when it isn’t be pelted with negative headlines. As of now, it looks like it will be a choppy market in the months ahead. It doesn’t appear that a major downmove is in the cards unless an unexpected negative event of significant scale occurs. That’s not so bad. There could also be powerful upside when we move past the election and the virus. Tom has no rating changes today.
Monthly Issue September 9: In this uncertain environment, Tom found a rare stock. It is a company that benefits from the undeniable trend toward technological proliferation. It has solid earnings growth and stock performance. But it provides these benefits with remarkably low volatility. Digital Realty Trust (DLR) is off the high after a rare pullback and selling at a cheap price. Historically, it has less than a quarter of the volatility of the overall market. It’s a great forward-looking investment for this uncertain environment. He has no other portfolio changes.
Cabot Marijuana Investor
Monthly Issue September 30: Over the past seven weeks, our portfolio has shifted from fully invested to 49% cash—and because of that we’ve lost less than the Marijuana Index; in fact we still have a decent gain YTD. Hopefully, you’ve done similarly. And now we’ll raise just a little more cash by selling our final stake in Aphria (APHA). Other changes: Innovative Industrial Properties (IIPR) is upgraded to Buy, and Turning Point Brands (TPB) is downgraded to Hold.
Update September 23: Tim will sell half of both Aphria (APHA) and Canopy (CGC), because money is clearly still coming out of Canadian marijuana stocks; peer Aurora (ACB) released a terrible report yesterday and is down big today. He will also sell one-third of the positions in Curaleaf (CURLF), Green Thumb (GTBIF) and Trulieve (TCNNF). The first two stocks are holding at support, but we are overweighted, and Trulieve has seen some heavy selling in the past week and has no support level in sight.After these sales, the portfolio will be roughly 49% in cash.
Special Report: April 29, 2020
U.S. Vertically Integrated Multistate Operators (MSOs)Cabot Early Opportunities
Special Bulletin September 24: With 32 stocks in our portfolio and a market that’s going through all manner of gyrations right now, it’s time to part ways with a few of our underperforming positions. Sell OneWater Marine (ONEW), Liberty Media Formula One (FWONK) and SelectQuote (SLQT), Sell Half Schrodinger (SDGR) and Keep Holding Nikola (NKLA).
Monthly Issue September 16: Tyler’s advice today is to continue to average into the stocks that are most attractive to you and which you think you’ll have the best chance of holding onto through the inevitable corrections. The September selloff may or may not be over. The market is trying to look forward into the first half of 2021 at a time when vaccines could hit the market. There is lot of uncertainty surrounding what could happen, and how evolving business and consumer trends will shift. And that’s going to continue to work through the market in hard-to-predict ways. Our game plan will continue to be to find companies that can excel now, in 2021, and beyond. Since we often don’t know exactly how things will play out it’s important to always average in. Today’s Top Pick is Kinsale Capital (KNSL), the only publicly traded property and casualty (P&C) insurer focused exclusively on the excess and surplus (E&S) lines market in the U.S.
Cabot Profit Booster
Weekly Issue September 29: The Stock – Owens & Minor (OMI) We took a swing at OMI back in July after it catapulted to new highs on earnings, but were knocked out a few days later on a big shakeout. Still, we’ve kept our eye on it, and while the stock meandered for many weeks after that, last week’s bumped guidance caused another big-volume eruption. Stop - 17. The Covered Call Trade: Buy Owens & Minor (OMI) Stock at 22.25, Sell to Open November 22.5 Strike Calls (exp. 11/20) for $2.50, or a Net Price of 19.75 or less.
Cabot Micro-Cap Insider
Special Bulletin September 30: Given the market pullback, a couple names on my watch list are looking particularly interesting. Rich hasn’t completed his analysis yet, but stay tuned—all of these names could ultimately make their way into the Cabot Micro-Cap Insider portfolio. First is Waitr Holdings (WTRH), a food delivery company and the second is Dorchester Minerals (DMLP) another company that has pulled back and is very interesting.
Weekly Update September 30: This week was relatively quiet in terms of news for our recommendations, and we have no changes to the portfolio. Rich does want to highlight MamaMancini’s Holdings (MMMB). The stock has been weak since the company reported earnings on September 14. While the quarter didn’t exceed to the upside, revenue did grow 28% and EPS grew 104%. Not too shabby. Trading at 13.9x earnings, MamaMancini’s looks compelling.
Monthly Issue September 9: Today, Rich is profiling a Canadian SaaS company that is trading for a “value” multiple. NamSys Inc (NMYSF) has sticky, recurring revenue. Other characteristics include: Strong historic revenue growth (25% CAGR), over 40% insider ownership, a strong balance sheet (a significant net cash position) and a cheap valuation. Here are today’s portfolio changes: Increase Buy limit for HopTo (HPTO) To 0.50 from 0.45, move Greystone Logistics (GLGI) from Hold to Buy under 1.00 and move P10 Holdings (PIOE) to Hold.
Special Report
A Defensive Healthcare Stock with 100% UpsideSpecial Report
The Best Way to Play the Oil Market DislocationCabot Income Advisor
Weekly Update September 30: The environment for writing calls has deteriorated of late as the market uptrend has been interrupted. A market moving higher increases investors’ willingness to speculate on higher stock prices, and call premiums rise. A choppy market reduces demand and call premiums.
Special Bulletin September 29: Sell V Nov 20 200 call at $10.00 or higher, Expiration date: November 20 Strike price: $200, Call price: $10 or higher
Monthly Issue September 23: There has been a lot of activity in the portfolio this past week. Four positions, including AABV, IIPR, QCOM and USB, had covered calls written on them with an options expiration date of last Friday, September 18. Three of those positions exceeded the strike price and were called away (IIPR, QCOM, and USB). There are currently only two positions with outstanding calls. The recent downward-trending market has reduced the level of call premiums and it isn’t an ideal point in time to write more. But things can change quickly. Tom’s featured stock is: Visa (V).
Special Report:
Off the Radar Cash GeneratorsSpecial Report:
The Covered Call Income MachineCabot Turnaround Letter
Special Bulletin October 2: We are moving Amplify Energy (AMPY) from HOLD to SELL. In our letter on Sept 8, we decided to retain our HOLD rating on Amplify Energy, while acknowledging that their clock, and our patience, were wearing rather thin. We had also described how Amplify was essentially a call option on oil prices, with a limited remaining time window until that option expired.
Weekly Update October 2: With this note, we combine our regular Friday afternoon Members-Only Podcast with any earnings updates. By combining these, you will receive the same research, perspective and analysis as always yet in one easy-to-read email. As today is the first Friday after the monthly Cabot Turnaround Letter is published, we are also including the Catalyst Report. We hope you find the combined format more convenient. Please let me know what you think and how this works for you.
Monthly Issue September 2020: Energy Service Companies: With a small cadre of mega-cap technology stocks driving the stock markets to record levels, we are, as contrarian investors, looking for industries that are extremely out of favor yet remain fully relevant in the economy. One such industry is energy service. These companies provide all the services, drilling rigs and related equipment and supplies that oil and gas producers need to find, drill for and produce their hydrocarbons. In essence, they provide the picks and shovels. Producers long-ago outsourced these functions to the specialists.
Wall Street’s Best Investments
Daily Alert October 2: MongoDB, Inc. (MDB) Pivotal Point
Daily Alert October 1: BioTelemetry, Inc. (BEAT) Investor Advisory Service
Daily Alert September 30: Sell: Swire Pacific Limited (SWRAY) Cabot Global Stocks Explorer
Daily Alert September 30: B&G Foods, Inc. (BGS) Cabot Dividend Investor
Daily Alert September 29: SAP SE (SAP) Drip Investor
Daily Alert September 28: Seres Therapeutics, Inc. (MCRB) Canaccord Genuity Research
Monthly Issue September 17: The markets have been a bit choppy of late, with the Dow Jones Industrial Average rising to 29,000 at the beginning of the month, then retreating and rising again. It looks like Fall may be a little volatile. As you’ll see in our Advisor Sentiment Barometer and Market Views, sentiment remains bullish, with a hint of caution. Nancy begins our issue this month with her Spotlight Stock, Realty Income Corporation (O), a REIT with above average yield, and a Dividend Aristocrat. In her Feature article, she further explores the REIT industry and explains why it’s almost always a good time to hold a REIT or two in your portfolio.
Ask the Experts
Cabot Growth Investor
Question: Hope all is well. And thank you for your insights. As NET was a part of our portfolio and after it broke down w/recent weakness, we moved off that listing… During later 2/3rds Sept seems to have gained strength now above the 25/50 day line… BTW, I still own a small position. If or when you re-evaluate a former position, what do you tend to look at to make a re-buy decision? Same as a new listing, like the business story, strength in RS, higher highs, higher lows, ect. Is NET playing today where you would continue to Watch or potentially rebuy a minor position.
Mike: Yep, I’m keeping an eye on it, and it’s bounced much better than most growth stocks. As for re-buying, we could, but we compare it to all the other names out there that we don’t own. Right now, it’s a potential buy, but wouldn’t say it’s at the very top of our watch list – but if I still owned some I’d definitely hold on. If it tightened up a bit, maybe it would provide a better entry, but at this point I’d almost like to see it ramp higher and then play the first pullback.
Question: I really like what you are doing and helping us all out. But I have to say as a technical trader (which you are) how can you sell CRM right now? That chart is exactly what I want to trade-long term up tread, with break out, and then pause (on sale) without breaking the gap. Thanks for your great work there at Cabot.
Mike: Thanks for writing, and the kind words. The answer is simple – it tripped our stop/loss limit, which was in there because we “bought” after the gap before the correction. I agree the stock isn’t broken and actually closed three weeks tight (usually a decent sign) lately. So it’s not something we’re bearish on – but from a trade perspective, it tripped us out, so we had to go with that.
Cabot Small-Cap Confidential
Question: An investor in Cabot-picked small-cap and micro-cap stocks, I am somewhat worried about their upcoming seasonal performance. Below is an excerpt from today’s Marketwatch which raised my concerns. Shall I be? So far my stocks in these two categories have been performing beyond my expectations. Good picks, guidelines and subsequent updates have all helped to make it happen. “Now is not a good time to be actively investing in small-cap U.S. stocks. That’s because small-caps typically lag their larger counterparts during the fourth quarter.
Tyler: I’m not too concerned with the risk of poor small cap performance in Q4 hurting us, mainly because our portfolio isn’t representative of the small cap asset class. While we have smaller stocks, the small cap index has a lot of exposure to industrials, energy, real estate, materials, financials, etc. We have little to no exposure there as we’re mostly technology and MedTech. Frankly, at a high level I’ve been very unimpressed with the small cap asset class because of the makeup of the indexes that track it, which I think are flawed (dearth of fresh “quality” companies coming into the indexes, upward migration removing those that are good out, and considerable exposure to non-growth industries, are just some of the reasons why). For those reasons I honestly don’t pay a lot of attention to small cap asset class performance, or lack thereof. One thing worth mentioning - with a strong IPO/SPAC market in 2020, we may finally get some fresh faces in the small cap asset class, beyond the normal influx of biotech names. Will be watching for this in the near term. This isn’t all to say that I think we’ll have a terrific Q4. That’s another discussion as clearly the election, virus, etc. will influence. It’s just that I don’t personally think historical performance of the small cap asset class is going to drive any actions in my advisory services. Good question.
Cabot Options Trader
Question: I’m really enjoying options and your suggestions, sitting on the edge of my seat for 8:30am to roll around every morning. Two quick questions: 1.) Peloton--Heck yes on this one; great call as I’m at 781%. My expiration is October 16, which I think is the same as yours? Any concerns as we approach this expiration? That is, are you planning to sell soon? 2.) Zynga covered calls. I’ve never done a covered call. Do I have to tie the two transactions together in my account? Or simply do I sell 1 call as one transaction and buy 100 shares of stock as another transaction?
Jacob: Thanks for the kind words! I really appreciate it. In terms of PTON, we are going to ride this thing to the finish line (see what I did there?), unless the market, or the stock, starts to unwind. Every morning when I’m on my PTON bike I think “welp my calls MORE than paid for this thing.” Of note, I could easily see us get into a new PTON position once our October calls expire. In terms of ZNGA, you could execute the trade either way. As one transaction, or one piece at a time. If this was my first covered call I would first buy 100 shares, and then Sell to Open 1 call. That is the easiest way to transact this trade. Let me know if you need further help on ZNGA as I want to make sure you get the trade right.
Quarterly Cabot Analyst Meeting
The recording of the Cabot Prime Members Meeting with the Analysts from July 15, 2020 is now available for you to listen to at your convenience—click here for access. This private call with our analysts is one of your exclusive Cabot Prime Pro member benefits.
Guide to Cabot Prime Pro
This Guide to Cabot Prime Pro will help you make the best use of your Prime membership to create a strong personal portfolio.
Stock Recommendations Tracker
The table below lists all of the stocks held in any Cabot portfolio.
Updated or revised recommendations from the past week are in purple text.
Stocks added to a portfolio are highlighted in green text.
Closed stock positions in the past week are highlighted in red text.
| Stock | Cabot Small-Cap Confidential | Cabot Global Stocks Explorer | Cabot Growth Investor | Cabot Marijuana Investor | Cabot Stock of the Week | Cabot Undervalued Stocks Advisor | Cabot Dividend Investor |
|---|---|---|---|---|---|---|---|
| ABBV | Buy | ||||||
| ACCD | Buy 1/2 | ||||||
| AEM | Buy | ||||||
| APHA | Sell | ||||||
| APPF | Hold | ||||||
| APT.AX | Buy 1/2 | ||||||
| ARE | Hold | ||||||
| ARNA | Buy | ||||||
| AVGO | Hold | ||||||
| AVLR | Hold | ||||||
| AZEK | Hold | ||||||
| BABA | Hold | ||||||
| BE | Buy | ||||||
| BGS | Buy | Buy | |||||
| BIG | Sell | ||||||
| BIP | Buy 2/3 | ||||||
| BMY | Strong Buy | ||||||
| BSCL | Buy 1/2 | ||||||
| BUG | Sold | Sell | |||||
| CCI | Hold 1/2 | ||||||
| CDLX | Buy | ||||||
| CGC | See Advisory | ||||||
| COLM | Hold | Buy | |||||
| CRLBF | See Advisory | ||||||
| CRNC | Buy | ||||||
| CURLF | See Advisory | ||||||
| DLR | Buy | Buy | |||||
| DOW | Hold | ||||||
| DXCM | Hold | ||||||
| EPD | Hold | ||||||
| EQH | Strong Buy | ||||||
| EVBG | Hold | ||||||
| EVER | Buy | ||||||
| FIVE | Buy | ||||||
| FVRR | Hold 3/4 | ||||||
| GM | Strong Buy | ||||||
| GRWG | See Advisory | ||||||
| GSHD | Hold 3/4 | ||||||
| GTBIF | See Advisory | ||||||
| GTLS | Buy | ||||||
| HTHT | Hold | ||||||
| IIPR | Buy | Hold 2/3 | |||||
| INSP | Buy | ||||||
| KL | Buy 1/2 | ||||||
| KPTI | Hold | ||||||
| LGIH | Sold | ||||||
| LLY | Buy | Buy | |||||
| MKSI | Hold | ||||||
| MO | Buy | ||||||
| MPC | Hold | ||||||
| NEE | Hold | Hold 1/2 | |||||
| NET | Hold 1/2 | ||||||
| NKLA | Hold | ||||||
| NVCR | Buy | ||||||
| PGX | Hold 1/2 | ||||||
| PINS | Buy another 1/2 | ||||||
| PLMR | Buy | ||||||
| PWR | Buy | ||||||
| QCOM | Hold | Hold 2/3 | |||||
| QTWO | Buy | ||||||
| REMX | Buy 1/2 | ||||||
| RGEN | Buy | ||||||
| RNG | Sell | ||||||
| ROKU | Buy 1/2 | ||||||
| RPAY | Buy | ||||||
| SE | Hold 1/2 | Hold | |||||
| SGEN | Buy another 1/2 | ||||||
| SPCE | Buy | Buy | |||||
| SPT | Buy | ||||||
| SSO | Hold | ||||||
| STAG | Hold 1/2 | ||||||
| TAP | Buy | Strong Buy | |||||
| TCNNF | See Advisory | Hold | |||||
| TOT | Hold | ||||||
| TPB | Hold | ||||||
| TSLA | Hold | ||||||
| TSM | Buy 1/2 | Buy | |||||
| TSN | Buy | ||||||
| TWLO | Hold | ||||||
| UEIC | Buy | ||||||
| V | Buy | ||||||
| VIAC | Buy | ||||||
| VIPS | Buy 1/2 | ||||||
| VLO | Hold 1/2 | ||||||
| VOYA | Buy | ||||||
| VZ | Buy | ||||||
| WING | Hold | ||||||
| XEL | Hold 2/3 | ||||||
| ZM | Hold |