This month, 3 month gain median was 6.13% much improved. And my list of 162 stocks monitored had 28 stocks over 20% gain. Best was AI at 100.14, followed by Nvidia at 69.14. I also had 7 stocks I was willing to rate ^^: RCL, TSLA, META, TOL. JBL, FLATX, and ITB.
The FLATX is Fidelity’s latin America fund. Looks very attractive. Maybe indicating recovery there. I also watch others include FSEAX for Southeast Asia and China, but so far no decisions.
I decided to buy FLATX. They are having quite a run from March 23. I also decided to buy some Jabil. Their cost cutting seems to be working; earnings are rising.
Nothing came up on my sell list this time. I have previously trimmed most losers and now have only ANET and SQM in negative territory. IDXX and XOM close to zero. The others all in positive territory.
By categories: Tech stocks again did very well. Best AI, Nvidia, Meta, Oracle, and Broadcom. Still some losers on the list. CRUS, VMI, SWKS, ANET and Paypal worst.
Mutual funds: FLATX, FSPTX, XLK, SOXX, and ARKK were best. Worst were KWEB (China internet), BLE, ENOR (Norway), FXI (Large cap China), ITA (aerospace and defense), and FAGIX (high yield bond fund I have owned in the past but not now).
Homebuilder: Toll Brothers best (30.87^^), KBR (25.92), DHI (22.45), ITB (20.12^^), and last Lennar (18.83). They are doing very well but I think they will get clobbered in a recession.
Hardware: Best PPG 13.35, Sherwin Williams 13.13, Whirlpool 11.79, and last Home Depot 4.2
Drugs. Lilly (35.48) best by far, followed by SNY (10.63), and Abbot (9.02). Worst Catalent, Moderna, Abbevia, Regeneron. GEHC is at 4.92.
Beer: Molson best at 30.95, Continental 13.16, Sam Adams 3.69. Worst BUD -6.06, Atria -5.64
Manufacturing. CIR best at 64.39, Ingersol Rand 18.94, GE 15.68, Caterpillar 9.46. Worst Mettler Toledo -12.95, Heico 1.62, Boeing 3.71
Chemicals: Livent best at 31.72, LIT 9.94, Albemarle 8.92, Linde 8.82. Worst SQM -7.12, OLN -6.09, Dupont -0.33, Dow 1.29
Automotive: Best Tesla 49.77, Autonation 17.73, Ferrari 16.64. Worst AAP -42.72, Nikola -15.38, Cleveland Cliffs -8.05
Metal Processing. Parker Hannfin, 17.74 and Ecolabs 15.55. Respectable performance but midrange.
Finance: Accenture 25.68, JP Morgan 12.10, Intuit 10.51, ECPG 10.18. Worst KBE (regional banks), American Express 6.72
Toys. Hasbro 27.06, Polaris 10.99, Harley -9.53
Instruments. Perkin Elmer, 17.11, Dahner -3.35. Worst Waters -12.39, Agilent -12.17, Thermofisher -4.21
Railroads. CSX 12.78, Norfolk Southern 7.34, Union Pacific 6.16, Wabtech 5.65
Consumers: Best Uber 32.07, Chipotle 27.30, McDonald 8.24. Worst Dollar General -21.56, Utz 0.74, Coca-Cola 1.09, Proctor & Gamble 2.09, Pepsi 4.35.
Agriculture. All terrible. Mosaic -20.27, ADM -3.70, Corteva -1.87, Bunge -1.61, Deere 3.42
Oil: Exxon 0.26; Chevron -0.58
Defense: Bad. HII 7.45, Northrup 1.13, Raytheon 0.17, Textron -1.75, General Dynamics -2.01, Lockheed -3.64
3 month gain 6/20/2023 0:00
PE 6/20/2023 0:00
AAP 22.1 -42.72
CTLT 45 -33.92
CRUS 18.5 -26.19
DG 15 -21.56 dndn flat
MOS 18 -20.27
MRNA 9 -19.6
NKLA none -15.38
CPRI 7 -15.1
MTD 38 -12.95
WAT 28 -12.39
A 52 -12.17
ABBV 22 -11.72 dndn flat
NKE 43 -9.62
HOG 10 -9.53
CLF 5 -8.05
VMI 29.8 -7.21
SQM e13 -7.12 -200 flat
SWKS 16 -6.8
OLN e6.5 -6.09
BUD 22 -6.06
ANET 56.4 -5.91 ++ dip
PYPL$ 29 -5.9
MO 39 -5.64
LSCC 70.2 -5.21
TMO 26 -4.21
ADM 20.5 -3.7
LMT 18.7 -3.64
DHR 27 -3.35
GPC 21.5 -3.13
KWEB -3.03
TXN 24 -2.68
GD 19.9 -2.01
CTVA 33.8 -1.87
TXT 22.8 -1.75
QS none -1.72
QCOM 21 -1.64
BLE -1.63 dndn flat
BG 9 -1.61
LHX 27 -0.88
CVX 16 -0.58
DD 19.3 -0.33
IDXX 57 -0.22 ++ flat
STM 26 0
RTX 38 0.17
XOM 17 0.26 dndn dip
ENOR 0.27
FXI 0.29
UTZ 54 0.74
KO 28 1.09
NOC 9.8 1.13
DOW$ 7 1.29
J e23 1.29
HEI 60 1.62
KBE 1.64
ESI 37 1.78
PG 28 2.09
AZO 18.8 2.59 -50 dip
ITA 2.76
REGN 19 2.89
FAGIX 3.1
MPWR 90 3.21
DE 20.7 3.42
IBB 3.6
APD 26 3.61
SAM 3.69
BA none 3.71
DOX 21.6 3.76
MSI 37.6 4.1
MRK 19 4.14
HD 26 4.2
PEP 4.35
ITW 25 4.35
KEYS 32 4.51 -200 dip
SLY 4.68
EWU 4.7
GEHC 20 4.92 -50 flat
ROP 47 5.45
CE 9.4 5.65
WAB 39 5.65
HSY 32 5.69
ADSK 158 5.77
UNP 25 6.16 -200 dip
COST 43 6.22
XLF 6.45
IEMG 6.57
AXP 35 6.72
FICDX 7.19
NSC 22 7.34 -200 dip
HII 14.4 7.45
NXPI 55 8.22
MCD 27 8.24
EIRL 8.32
LFUS 75 8.44
FSEAX 8.65 ++ dip
LIN 41.6 8.82
ALB e10 8.92 -200 rec
ABT 31 9.02
VXF 9.12
CAT* 16 9.46 ++ stairs dip
LIT 9.94
EWJ 10.1
ECPG 4 10.18
FDIVX ok recov 10.29
INTU 64 10.51
SNY 16.2 10.63
PII$ 17 10.99
ASML 38 11.46
VFINX 11.59 ++ dip
ON 18 11.75 ++ dip
WHR 14 11.79
JPM 17 12.1
CDNS 54 12.3 ++ stairs dip
ORLY 22 12.43 ++ flat
CSX 21 12.78 ++ dip
SHW* 38 13.13 ++ stairs
STZ e22 13.16
PPG 24 13.35
XBI 14.14
ECL 35 15.55
NTAP 21 15.66
GE e90 15.68 ++ dip
ARKK 15.8
MU e0 16.07
VEEV$ 82 16.61
RACE 37 16.64
SOXX 17.08
PKI 16 17.11
CRM e31 17.12
AAPL 30 17.54 ++ flat
AN 10 17.73
PH 18 17.74
LEN 7 18.83
IR 14 18.94
KLAC 18 19.11 ++ stairs flat
XLK * 19.6 ++ dip
LRCX 16 19.68 ++ stairs flat
ITB 20.12 ^^
GOOGL 27 21.62 ++ stairs flat
DHI 7 22.45 ++ stairs
FSPTX 22.51 ++ dip
AMD 557 22.85 ++ stairs ff\lat
FLATX 24.03 ^^
MSFT 34.5 24.18 ++ dip
ACN 12 25.68 ++ dip
KBR 19 25.92 ++ dip
HAS 38 27.06 ++ stairs flat
CMG 57 27.3 ++ stairs
AMZN$ e94 28.73 ++ flat
JBL 15 30.57 ^^
TOL 6 30.87 ^^
TAP e12 30.95 ++ stairs flat
LTHM e13.13 31.72 ++
UBER none 32.07 ++ stairs dip
ADBE 44 33.89 ++ dip
AVGO 43 34.85 ++ stairs
LLY 67.6 35.48 ++ stairs
ORCL 34 40.34 ++ dip
NFLX 35 42.46 ++
META 30 43.74 ^^
SHOP none 46.44 ++ stairs
TSLA e40 49.77 ^^
RCL none 57.46 ^^
CIR none 64.39 ++ stairs
NVDA 179 69.14 ++ stairs
AI none 100.14 ++ dip
MAR 123 3.5 ++ bumpy
Median 6.13
Code
++ above both the 50 day and 200 day moving average
-50 below the 50 day moving average
-200 below the 200 day moving average
dndn below both the 50 and 200 day moving average
^ usually over 20% growth rate and steady growth
stairs major price shift (rather than steady growth)
dip trending down recently
rec recovering from recent dip. Up trend
bumpy wild price variations
flat share price steady rather than up or down
$ Low growth on 1 yr list. Sell at first opportunity
- Long term holding. Tend to keep.