Stock Talk

Stock Talk #42: Stitch Fix

The market is down again this morning… keep it in the back of your mind that the FDA is meeting Thursday and Friday to approve the vaccine… expect an announcement maybe Friday or Monday. $SFIX What do they do – You have a Stitch Fix subscription and from there you can order a package of …

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Stock Talk #41: QQQJ

The market is a mixed bag this morning.. Nasdaq (Tech) is up while the Dow and S&P are down.   A Great ETF threw out today by one of the investors in the office. QQQJ is an ETF that tracks fast-growing tech companies. It’s a relatively new ETF, and we believe it’s a great hybrid …

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Stock Talk #40: Zscaler

We were digging through the old watchlist and found a great buy the dip opportunity with Zscaler. Multiple cybersecurity and SaaS companies reported earnings this week. CrowdStrike – Big Beat Snowflake – Big Beat Splunk – Big Loss (Lossing Market Share to Salesforce and Snowflake) Zscaler – Big Beat CrowdStrike, Snowflake (up 10%), and Splunk …

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Stock Talk #39: OneSpaWorld

Today we are going to continue our theme of reopening stocks. OneSpaWorld is 100% a company that will benefit from positive vaccine news. They operate onboard spas and sell beauty products for a variety of cruise line companies. So maybe you got too much exposure to the Cruises… (Carnival, Norwegian), but you still want a …

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