What stocks are on your radar for next week?

Still scratching my head on the commodities pullback The PPI and CPI data confirms higher inflation so the prices go down? (there still up 19.2% YTD vs the S&P 11%)

 

Keeping my commodity plays going and playing defense for the summer with Cigna, climbing steadily


Still watching the bull flag on my Grocery play Ingles, up 50% YTD


Adding to my chemical play that has performed well in 2021

 

Waiting forever for battery SPAC Romeo to base and reverse. Now above 50d MA.


Moving back into financials at the low end of channel

 

Need more PLTR(20%), to have a full position. My cost so far is 10-11 bucks. Not really looking forward tp paying 23-25 now! Ugggggg, probably, wait pullback.

Also have att 30$ puts I bought after div. cut announced. Total b.s. it didn't sell off more, gotta get out this week. Options are tuff!

 

Paypal grinding higher, needs 280 to break out of channel



AG funds pulled back on stronger dollar

 

Looking at utilities for some lower beta dividends.

SJI testing 50 day for a bounce. 4.6% dividend



DUK broke the 50 day, now at bottem of channel. 3.88% dividend

 

Banks restarting buybacks

Clorox looks done with pandemic improving

 

Happy 4th and long weekend to everyone.

Closing out as short bonds rates creep up


and bottom fishing generic medications as gap filled


And did you see the put call ration hit the lowest level since the march pandemic rally on Wednesady

 

Wondering if Reit forming a head and shoulders

 

$MAPT News : Maptelligent, Inc. Announces Mr. Joel Rothschild as Chief Technical Officer
https://www.reddit.com/user/SSmokeSignalsS/comments/oiu6hx/mapt_news_july_06_2021/

 

Reits holding up well on pullback

 

Casinos getting slammed on Covid resurgance

 

Consumer staples, real estate and utilities holding up (not the sectors you want to lead a rally)





Oh, and Albertsons Groceries breaking out

 

Insurance companies looked very weak last week, breaking below trend channels.

 

Semi's taking a breather


AMD pulled back and held


NVDA possible double top


If tech breaks down ther isnt much left to hold up the indexes

 

Commodities fading on strong dollar and economic weakness


Oil pulling commodities down


Even Ag chemicals down

 

Retail looking schizophrenic, large cap up, smaller down

Costco hardly paused


While target and wallmart pulled back



But Dollar Tree and Dollar General collapsed

 

I keep an eye on CGC. bought 200 shares of CGC at $17 and constellations just bought 19000 shares. Feeling good in the after-hours.