Trade Findings and Adjustments 10-10-24

Keve Bybee – keve@hurleyinvestments.com

What’s going on in our market?

• Setting new highs and still bullish
• Risks:
• Hurricane Helene and new hurricanes hitting our east coast
• Longshoremen strike was causing worries of supply chain price increases (settled)
• Israel/ middle east conflict and rising tensions with Iran.
• Presidential election

Trades?

• MU still looks like the best opportunity for a bullish trade in a bullish market
• Other tech’s look nice but haven’t sold off as much as MU and not as much upside
• Look at portfolio protection with SPY puts or individual puts to protect shares.