One reality here is if Trump insists on keeping all these 25% tariffs on Canada and elsewhere, he will likely correct/crash the US stock market. And that in itself will be a wake up call for him and his supporters. Now if some of these people are smart enough to go to cash in all their 401Ks and/or short stocks, maybe they'll survive it ok. But I'm inclined to think they are mostly still long markets based on the misguided idea that Trump's tariffs are good for the economy. Myself, I'm torn between playing the inflation on commodities, versus the risks of a broad market correction. So I shortened many of my trades. Seems like markets drop April 2nd am unless today is the start of that already. I'm thinking we do alright Monday am but Tuesday am might be a good day to go to a huge cash position. If it's anything like March 3, the trade is rebuy quality stocks when the downdraft peters out. The TSX will likely drop quickly in such a scenario. I made out like a bandit on the early month drop but inefficiently because I only sold a third of my positions pre-news and they ALL dropped hard that day.
Plenty of time to sell you have done a round trip. A) Never boast about a call into you finish the sell. B) Never say who's your Daddy to a supreme papa! C) call me Papa.
It's no wake up call it's the plan. His supporters are already running for the hills they won't take my calls at all. I know some regular folks, non maggot who voted Trump and they are now freaking out and crying about medicaid. The parents of a friend of ours both went for Trump and both now are regretting it hugely. Anyone who owns stocks and voted Republican now despises their vote. That's over. I have been saying from day 1 - That all the President & his team cares about is the yield on the 10 year. Stocks can crash and burn. So if you really want revenge for all of this carnage you must sell off bonds. This past day's action was very frustrating because the market just priced in something we already did at GBA- STAGFLATION. It's wild but two weeks ago we made the call now the market gets it. It's looking like recession to me. Now we have Replacement Day. And deals to be struck! This should be our huge rally. But how mad is Europe. because it doesn't take a genius to see how weak we are now and all Europe and Canada have to do is link arms and shut the US out and quite frankly they should after how we have behaved. And Trump will over react and crash everything and when the dust settles he will have a stock market beyond 2 year repair and a recession and no trading partners and a spike in unemployment and when the do little accounting tricks which they going to try we will get an S&P downgrade. Then Trump can sue S&P... Then we have elections... and isn't it going to be fun seeing all of these Republicans lose.. I think both House and Senate go Democratic.
Auto Zone, O'Reilly Lead Auto Parts Group AutoZone (AZO) and O'Reilly Automotive (ORLY), two of the largest auto parts retailers, made all-time highs Thursday. Both fell modestly Friday. O'Reilly broke out past a 1,283.96 buy point in late January. The stock is now extended from the entry and from a rebound off the 10-week moving average earlier this month. AutoZone is 11% above its most recent buy point at 3,416.71, from a January breakout, according to MarketSurge pattern recognition. The stock has outperformed despite a deceleration in quarterly earnings growth from 19% to 17%, 8%, 4%, -1% and -2% over the past six quarters, according to FactSet. Analysts, however, expect the auto parts retailer to return to profit growth starting with the current quarter. D.A. Davidson's Baker names AutoZone a "Best-of-Breed Bison." He cited customer preference for quality brands, the industry's resilience in economic downturns, market-share gains and tariff advantages. O'Reilly's EPS growth has decelerated from 17% to 3% in the past six quarters, while sales growth went from 11% to as little as 3% over the same period, FactSet data shows. Nonetheless, on March 17, BofA Securities added O'Reilly to its U.S. 1 list, where it puts its best investment ideas from the pool of companies the firm covers. BofA did not give details, however. Sales growth at both retailers has been in the single digits the past several quarters. Auto Parts Stocks Trending Up Since June Still, shares of both industry leaders have been trending higher since last June, and their relative strength lines are at new highs. Advance Auto Parts (AAP) rallied nearly 8% Thursday in heavy trading but remained below its 50-day and 200-day lines. It fell about 4% Friday. Most of the 11 stocks in the group are below their 50-day lines. Most of the industry group's strength rests on AutoZone, O'Reilly and Advance Auto Parts. Driven Brands (DRVN) — the parent company of Meineke repair shops, Maaco auto body and other car-service chains — has the highest Composite Rating (95) of the group and is the only one currently actionable. Shares remain in the buy zone from the 16.93 buy point of a double-bottom base. The company ended a string of declining earnings in the second quarter of 2024, when EPS climbed 21%. EPS jumped 30% and 58% the next two quarters, per FactSet. Analysts expect 2025 earnings to grow 6.4%. Driven Brands stock has a 21-day average true range (ATR) of 3.56%. The average true range is a metric available on IBD's MarketSurge that gauges the characteristic breadth of a stock's behavior. Stocks that tend to make large jumps or dives in daily action, the kind that can trigger sell rules and shake investors out of a stock, have a high ATR. Stocks that tend to make more incremental moves have lower ATRs. In the current, unpredictable market, IBD suggests stocks with ATRs of 3% or below. O'Reilly has an ATR of 2.21%, AutoZone's is 2.26% and Advance Auto's ATR is 4.85%.
Lockheed Martin awarded $4.94B Army contract » 17:45 LMT That's a lot of Transsexual's to fire from the force to make that up....
FCC Chair says asked Enforcement Bureau to open investigation of Disney, ABC » 15:48 DIS Reason? Diversity. Some of these cartoon characters dress kind of weird.
I have ear drops in both ears and am completely clogged. Everything is inside my head I can't hear crap. This is what it's like to talk stocks deaf. Dr Monday./
DRVN Driven Brands Holdings Inc. $17.86-0.03 (-0.17%)4:00 PM 03/28/25 NASDAQ | $USD | Post-Market: $17.85 -0.01 (-0.06%) 6:43 PM