What stocks are on your radar for next week?

Wondering if shipping is starting to top?

 

Watching the utilities soar

 

defenses like utilities, groceries and ag plays soaring

 

Getting ready to switch to some dividend stocks for the summer. Plan on selling the next rally for the May-Oct months.

APAM, an asset manager with a 10% dividend


SPH a propane distributor 7.69%


HEP a mid line oil pipeline and storage 7.42%

 

Watching the REITs holding up as a defensive dividend strategy


Pure commercial real estate and a 4% dividend paid monthly


Gaming reit with 6% dividend


Vanguards Hi Yield Dividend index. Only 2.79% yield.

 

Going into the defensive sectors for the summer already, Although every sector got crushed on Friday's rout.

Staples


Healthcare


Utilities


Real Estate

 

C3 ai just cant find a bottom



OHI affirmed its 10% dividend

 

Havent given up on bond shorts



Commodities took some strong dollar heat

 

Making the case for a short term bottom. McClellan not confirming last weeks drop.

 

Ag play CTVA at ATH


Big Macs must have sold well last week


Utilities going strong

 

Watching dividend stocks lately

Reits didn't bounce as much as the market, down 31% this year


Financial service company with a 10% dividend recovering, down 18.7% YTD


Suburban Propane almost at 52 week high and a 7.5% Dividend

 

Hard to make a bull case until tech and discretionary find a bottom

McClellan turning down at the 200 day MA


Tech chart


Consumer Discretionary

 

Looks like oil and commodities may finally be turning, possibly due to dollar strength

 

Added dome financials to my dividend account. Blackstone at 5% yield

 

Stronger dollar and recession fears seem to be adversely affecting metals

iron ore


copper


lithium

 

Tech bounce on better jobs data? Only the second higher low this year,



Enphase (solar) recovering nicely, bottomed in February

 

Been shorting copper but mabe finding a short term bottom


overall commodity decline paused last week