Normally, I would buy $SHAK here, but earnings are in two days, so I should not. Nice volume on this breakout. $CAVA still keeps hiking up the hill step by step, so happy holding that. $TXRH was a hard breakout to buy, it just eased passed pivot in low volume. Then finally shot up off the 21dma and is out of buy range. Given the strength of these 3 stocks, SHAK might be worth a gamble.
I wrote myself a note this weekend to take profits in MOD because FIX and CARR did so poorly and all are in the same group: #38 Bldg AC and Heating. MOD is a little more diversified with refrigeration and auto exposure. Today my $AAON reported (same group) and jumped 9%. I have a 13% profit margin in MOD, so now I am pretty certain I will hold. Also, FIX, CARR, TT have bounced off their post earnings lows. Just thinking out loud.
I am adding a bit more (adding back) to $ONON. It jumped off the 21dma Friday after Deckers beat earnings (I think for 12th quarter in a row). I went for my annual dermatology check the other day, most of staff was wearing ONON or HOKA. HOKA is a little more funky looking, and ONON is a little more stylish, both very comfy, and I know ONON is great for runners.
On the Friday video, Webby highlighted $TSM. I have been buying it on the IBD breakout in small amount around my Motley Fool core position, so I have not been reporting on it here and won’t. But, Friday it broke above a downtrend and Webby put on a swing trade and said he would add more above Friday’s high, but would sell if it went below Wednesday’s low. I had on a stop-limit buy order for $205.23, but it fell before hours on news of a “illegal” chip found in a Huawei phone. So the limit did not hit and I cancelled it.