Kind of sad this was from back when Ted was still with us. Don't know where I got that $60 from must be point & figure... This name is still very buyable. KTOS Kratos Defense & Security Solutions, Inc. $40.68 0.32(+0.79%)11:42 AM 06/06/25 NASDAQ |$USD |Realtime
DRS Leonardo DRS, Inc.- We should take another TA look here at some point. $44.47 0.07(+0.16%)11:36 AM 06/06/25 NASDAQ |$USD |Realtime
Update- It's up but it doesn't feel like the right horse. I have to re check I sold it in a few accounts I think. CORZ Core Scientific, Inc. $12.43 0.50(+4.19%)11:48 AM 06/06/25 NASDAQ |$USD |Realtime
update- CVGW Calavo Growers, Inc.- $22 bottom held & confirmed. $26.76 0.15(+0.56%)11:46 AM 06/06/25 NASDAQ |$USD |Realtime
Actually at a 13 year old high Silver broke the inflection point. So this is uncharted territory other than the run up to $50 last Silver bull. It's decoupling from Gold because it is way, way behind traditional multiples to Gold. It could go either way at this point. Oil is climbing slowly and US inventories turned negative last week. Not a lot of people in this trade yet but sometimes that's a good thing. A ton of analysts like Cdn Nat Gas now that we have the new pipeline. Nuvista broke major resistance today. I'm hesitant to enter this area still other than trades the moves are too slow. However, at current fundamentals some of these Cdn firms will be taken over.
Canadian commodity plays the firms have to fight for relative interest and given how many just turned super profitable the high P/E ones like this probably won't do as well imo. See what Silvercorp and Endeavour Silver did last few months until this week ( really, really bad ). Note that I'm not in MAG Silver anymore ( the alternatives I chose did well and I booked a nice profit instead of a loss ) but it did eliminate the gap entirely between the theoretical takeover price and where it was trading. Just like what VRN did in Oil.