$MRO and other oils $SPG $SKT $JBHT $VERA $T - they have reduced their debt - it could go back to $23 $UVXY - up 8% - VIX is at 23 - this may move to 30 so $UVXY or $VXX would be your play $BOIL $UCO $CROWD and $PANW - these are still winners from when we got in. $Bac under $40 $Gs trades at 1 times book … everything else trades at 2 Cramers growth screens - growth at a reasonable price … peg ratio 6 travel and restaurants to start the week Expedia group 24 times earnings right now Booking holdings owns open table Difference is booking is international Marriott international good chance they bring dividend back this year … under 30 times earnings Disney - he thinks they get back to hit earnings year Darden restaurants - recent disappointed in earnings DRI sysco - restaurant supply … earnings miss $SYY - 28 times earnings and they are set to double Cramer says sell fang …. Carmax missed earnings - down 5% - but maybe things have maxed out Earnings - tomorrow - $JPM, Delta Airlines, Blackrock - all before the market open Thursday - Wells Fargo - $GS, Citi, Morgan Stanley, TSM - all before the market open All of these financials have been beaten down so could these be good on commentary - JPM down 16% YTD Tom sent analyst recommendation of FANG at $233 - it just had a macD cross down Analyst who pumped $ZIM - says DO NOT BUY THE DIP It’s not a buy in teh algo right now JBHT buy at $173 $BAC under $40 with a MacD cross up before earnings

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related