Trade Findings and Adjustments 11-04-21
Keve Bybee – keve@hurleyinvestments.com
Economics is not an exact science. It is extrapolating the past to find probabilities of future outcomes. -(paraphrasing) Howard Marks
UAA – Good Christmas rally stock. BUT, we’ve not protected profits very well this year on this stock. Looking for the best time to protect profit as UAA comes off of over bought on the RSI, and take protection off for a Christmas rally.
BAC – Still in a bullish trend, we’ll keep our eyes on it in case we need to protect profits for a change in trend to the down side.
COST – have preferential treatment at docks and haven’t been as affected by supply chain constraints as other companies.
