Common sense (if that still works) tells us that June will be " Capitulation Month " That Fed meeting was supposed to be the 1st rate cut. In order to make things look better Trump will have to fold his hand at that time. Does China know this? They do now. The early July deadline for Trump's three-month delay on most reciprocal tariffs will roughly coincide with the moment US retailers start to run out of pre-tariff inventories, especially goods from China. Once the pre-tariff stuff is gone, shoppers will notice sharply higher prices on some imported goods while other products simply disappear from shelves. The empty shelves is key... that will alert everyone even the most obtuse maggot that we are heading drastically in the wrong direction.//
So far zero ideas from 300,000+ people... hummmmmmmmmm. Not so easy is it? Without 11-16 ideas I cannot start a new portfolio/ thread. ~si
You have bottom up and top down investing and the market is not always cooperative in this balance. Since I use TA in my picks I can get Stk spurts which make the LT ideas move into non buyable zones and in a market like this a really good idea can stagnate from lack of investor enthusiasm. This CARG given out at $28 is already $31. Just not in a chase mood but I should of pursued this idea. CARG CarGurus, Inc. $31.08 +3.13(+11.20%)4:00 PM 05/09/25
Here is an idea I'm kicking around in my head. Under Frump's reign we will get drastically less testing for water and that could hurt some water co's who have invested heavily in the past in this arena. But what of a water co that works very much with oil and gas. ? The counter argument is less rigs oil activity down. Company Profile Select Water Solutions, Inc. provides water management and chemical solutions to the energy industry in the United States. It operates in three segments: Water Services, Water Infrastructure, and Chemical Technologies. The Water Services segment offers water-related services, including water sourcing, water transfer, flowback and well testing, water containment, fluids hauling, water monitoring, and water network automation; WaterONE automation services and AquaView software platform; technology solutions comprising hydrographic mapping, water volume and quality monitoring, remote pit and tank monitoring, leak detection, asset and fuel tracking, and automated-equipment services; and various surface rental equipment and workforce accommodation services. Its Water Infrastructure segment engages in the recycling, gathering, transferring, and disposal of water through a network of permanent pipeline infrastructure, semi-permanent pipeline infrastructure, water recycling facilities, earthen pits, water sources, and SWDs; provides solids management services; and develops, builds, and operates semi-permanent and permanent infrastructure solutions. The Chemical Technologies segment offers technical solutions, products, and services related to chemical applications in the oil and gas industry; and water treatment and flow assurance solutions. This segment also develops, manufactures, manages logistics, and provides chemicals, including polymers for use in hydraulic fracturing, stimulation, cementing, and well completions; and offers production chemical solutions for underperforming wells, corrosion and scale monitoring, chemical inventory management, well failure analysis, and lab services. It serves oil and gas producers. The company was formerly known as Select Energy Services, Inc. and changed its name to Select Water Solutions, Inc. in May 2023. Select Water Solutions, Inc. was incorporated in 2016 and is headquartered in Gainesville, Texas.
EPS in 2026 is slated to go up 73% <---- PE moves from 16 to 9. At that point we will have very much a buy. Last 6 months stk is DOWN 40% Last 3 months stk is DOWN 35% Last 1 month stk is UP 7% <------- Last 5 days DOWN 4.6% This could in fact be an ideal entry point.