Trade Findings and Adjustments 08-08-2019
Thoughts on the market: Volatile, trade wars with China, Better than expected earnings, with lowered guidance even with lowered analysis’s expectations, up recently with out much conviction and any event/text.tweet can become the next trigger for market movement
MY DIS trade never filled and I got filled on Leap Long Calls on V @ 9.35
I want to follow the earnings and CVS is my breakout stock today
Earnings $1.89 vs est $1.69 Revenues 64.43B vs est 62.66B
Recently Acquired Aetna and basically has been market range bond for the what if’s that may occur 18 months from now after the election
![](https://myhurleyinvestment.com/wp-content/uploads/2019/08/Screen-Shot-08-08-19-at-10.00-AM-1024x754.png)
![](https://myhurleyinvestment.com/wp-content/uploads/2019/08/Screen-Shot-08-08-19-at-09.59-AM-1024x602.png)
MRO is also a post earnings play
$0.23 vs est $0.17 and 1.43B revenue vs est 1.42B and 190-200K barrels per day output right now
![](https://myhurleyinvestment.com/wp-content/uploads/2019/08/Screen-Shot-08-08-19-at-10.00-AM-001-1024x754.png)
Fair or fully valued around $19 but the market has MRO also at a depressed price right now
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