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Defense

+15 pts



Defense Still Attractive Amid Rising Geopolitical Tensions

By mooreideas on Oct. 6, 2022, 11:22 a.m.
Tagged topics: geopolitical tensions

Views: 10, Votes: 3, Responses: 0, Attachments: 1
Australia

+15 pts



August trade: Strong domestic vs weak external demand

By mooreideas on Oct. 6, 2022, 11:09 a.m.
Tagged topics: trade surplus

Views: 7, Votes: 3, Responses: 0, Attachments: 1
WMT

+13 pts



Key Takes From Our Investor Meetings

By puckerman17 on Oct. 6, 2022, 1:17 p.m.
Tagged topics: investor meetings

Views: 6, Votes: 4, Responses: 0, Attachments: 1
UBER , LYFT

+13 pts



15th Mobility Tracker: Descending from Highs

By realjoe on Oct. 6, 2022, 1:16 p.m.
Tagged topics: analyst checks

Views: 7, Votes: 4, Responses: 0, Attachments: 1
CAT

+13 pts



Takeaways from Dealer Conference: Resilient Demand & Improving Deliveries Against Muted Investor Expectations

By realjoe on Oct. 6, 2022, 12:30 p.m.
Tagged topics: conference takeaways

Views: 8, Votes: 4, Responses: 0, Attachments: 1
Global Macro

+12 pts



Can G10 Economies Tame Inflation Without a Recession? A Progress Report

By ethonomics on Oct. 6, 2022, 1:29 p.m.
Tagged topics: recession risk

Views: 5, Votes: 3, Responses: 0, Attachments: 1
CI , CNC , CVS , ELV , HUM , MOH , UNH , HCA , ALHC , BHG

+13 pts



3Q22 Earnings Preview: Managed Care, Facilities, & Select Healthcare Services

By realjoe on Oct. 6, 2022, 12:17 p.m.
Tagged topics: earnings preview

Views: 7, Votes: 4, Responses: 0, Attachments: 1
BKNG , ABNB , EXPE

+12 pts



U.S. property manager checks tell a tale of two travelers

By puckerman17 on Oct. 6, 2022, 1:21 p.m.
Tagged topics: analyst checks

Views: 5, Votes: 3, Responses: 0, Attachments: 1
RPM

+12 pts



Upgrading RPM to Overweight from Neutral

By realjoe on Oct. 6, 2022, 12:31 p.m.
Tagged topics: earnings beat , analyst upgrade

Views: 6, Votes: 3, Responses: 0, Attachments: 1
DUK

+13 pts



Takeaways from the Energy Transition Update

By mooreideas on Oct. 6, 2022, 11:21 a.m.
Tagged topics: positive catalyst

Views: 7, Votes: 4, Responses: 0, Attachments: 1
ABG , AN , GPI , LAD , PAG , SAH

+12 pts



Risk-Reward Update and 3Q22 Preview; Not Immune to Macro But Better Downside Support; U/G GPI and SAH; D/G AN

By realjoe on Oct. 6, 2022, 12:14 p.m.
Tagged topics: earnings preview

Views: 5, Votes: 3, Responses: 0, Attachments: 1
VET

+0 pts



Looking for updated research on $VET; National Bank, Stifel, JPM and other have all published notes recently.

By kstarek on Oct. 5, 2022, 1:51 p.m.
Tagged topics: OPEC , oil supply , Canada , oil price , Oil&Gas

Views: 5, Votes: 1, Responses: 0, Attachments: 0
US Macro

+12 pts



September CPI to rise 0.2% m/m

By mooreideas on Oct. 6, 2022, 11:06 a.m.
Tagged topics: inflation , rate hike

Views: 5, Votes: 3, Responses: 0, Attachments: 1
HONGKONG

+13 pts



CIFI Holdings Downgrade to Hold on liquidity deterioration

By Thomasidea on Oct. 6, 2022, 8:47 a.m.
Tagged topics: PropertyManagement

Views: 6, Votes: 4, Responses: 0, Attachments: 1
HONGKONG

+13 pts



Lower valuation on the back of parentrelated liquidity issues

By Thomasidea on Oct. 6, 2022, 8:44 a.m.
Tagged topics: PropertyManagement

Views: 7, Votes: 4, Responses: 0, Attachments: 1
SHYF

+13 pts



Takeaways from EV Showcase; FY25 Revenue Target Raised Sizably

By Thomasidea on Oct. 6, 2022, 8:43 a.m.
Tagged topics: machinery

Views: 7, Votes: 4, Responses: 0, Attachments: 1
US Macro

+13 pts



Raymond James Energy Daily Update

By Thomasidea on Oct. 6, 2022, 8:42 a.m.
Tagged topics: Energy

Views: 6, Votes: 4, Responses: 0, Attachments: 1
FDX

+11 pts



Takeaways from Management Meeting and Notes from the Road

By realjoe on Oct. 6, 2022, 12:15 p.m.
Tagged topics: non deal roadshow

Views: 3, Votes: 2, Responses: 0, Attachments: 1
VGK

+12 pts



Romanian National Bank review: not quite there yet

By KHUN on Oct. 6, 2022, 9:46 a.m.
Tagged topics: FX

Views: 5, Votes: 3, Responses: 0, Attachments: 1
SPY

+12 pts



The Day Ahead for Thursday, October 6, 2022

By KHUN on Oct. 6, 2022, 9:44 a.m.
Tagged topics: FX

Views: 5, Votes: 3, Responses: 0, Attachments: 1
AMZN: 3 Buy, 2 Sell, 2 Take Profit, 0 Cover Short
TSLA: 2 Buy, 0 Sell, 2 Take Profit, 0 Cover Short
META: 2 Buy, 0 Sell, 1 Take Profit, 0 Cover Short
ROKU: 0 Buy, 0 Sell, 2 Take Profit, 0 Cover Short
GOOGL: 2 Buy, 0 Sell, 0 Take Profit, 0 Cover Short
Forprophet long MU on 09/30/2022, 7.9%, +7 pts
scottchia long AMZN on 10/01/2022, 6.5%, +7 pts
kstarek long EVA on 09/30/2022, 5.8%, +5 pts
jyyoung96 long DDOG on 10/04/2022, 4.8%, +4 pts
rishabag007 long AMZN on 10/04/2022, 3.8%, +4 pts
Mat long AMZN on 10/04/2022, 3.8%, +4 pts
markymark32322 long NKE on 10/04/2022, 3.8%, +3 pts
Polymatheia long META on 10/01/2022, 3.4%, +3 pts
CoquiAlesanco short AMZN on 10/04/2022, -3.7%, +0 pts
kstarek long VET on 09/27/2022, 29.4%, +29 pts
kstarek long XOM on 09/27/2022, 13.4%, +13 pts
fitot7 long USD on 09/27/2022, 10.6%, +10 pts
Forprophet long MU on 09/30/2022, 7.9%, +7 pts
scottchia long AMZN on 10/01/2022, 6.5%, +7 pts
dhdhdh.j long RBLX on 09/21/2022, 6.2%, +6 pts
arvat long AZO on 09/23/2022, 5.9%, +5 pts
kstarek long EVA on 09/30/2022, 5.8%, +5 pts
Polymatheia long BAM on 09/29/2022, 4.8%, +4 pts
jyyoung96 long DDOG on 10/04/2022, 4.8%, +4 pts