- Official Post
Over the past month the stock market has been hammered by geo politics and 24 hour news cycle.
This means that stocks are trading at a discount today while silver spikes up to $58.91 and gold peaks at $4,232. The Sectors that have dipped to date are Utilities (-1.37%), Consumer Discretionary (-1.45%), Industrials (-1.48%) and IT (-3.78%). Below is a list of stocks to research and evaluate on your own time. These are trading at "discounts" within their respective sectors assuming the sectors will bounce back in December.
Utilities
Consumer Discretionary
| Ticker | Stock Name | Price | Change % MTD | Action | Upside? |
|---|---|---|---|---|---|
| NCLH | NORWEGIAN CRUISE LINE HOLDIN | $18.92 | -17.80 | Strong Buy | ~100% by Feb |
| DASH | DOORDASH INC A | $225.00 | -14.70 | Buy | ~10% by Feb |
| CCL | CARNIVAL CORP | -10.37 | Neutral | ||
| BBY | BEST BUY CO INC | -8.83 | Neutral | ||
| LKQ | LKQ CORP | -8.70 | Nope | ||
| WSM | WILLIAMS SONOMA INC | -8.38 | Nope | ||
| POOL | POOL CORP | -8.36 | Neutral |
Industrials
| Ticker | Price | Stock Name | % Change MTD | Action | Upside? |
|---|---|---|---|---|---|
| AXON | $550.95 | AXON ENTERPRISE INC | -26.56 | Buy | 50% By June |
| PAYC | PAYCOM SOFTWARE INC | -13.44 | |||
| J | JACOBS SOLUTIONS INC | -13.34 | |||
| ETN | EATON CORP PLC | -12.70 | |||
| EME | $623.62 | EMCOR GROUP INC | -10.27 | Buy | ~10% March |
| LMT | LOCKHEED MARTIN CORP | -10.18 |
Information Technology
| Ticker | Stock Market | Price | % Change MTD | Action | Upside? |
|---|---|---|---|---|---|
| SMCI | SUPER MICRO COMPUTER INC | $217.58 | -36.64 | Strong Buy | ~80% by Feb |
| ORCL | ORACLE CORP | -23.42 | Strong Buy | ~50% by Feb | |
| ANET | ARISTA NETWORKS INC | -19.32 | Neutral | ||
| DELL | DELL TECHNOLOGIES C | -16.09 | Neutral | ||
| AMD | ADVANCED MICRO DEVICES | $217.97 | -15.96 | Buy | ~20% by March |
| PLTR | PALANTIR TECHNOLOGIES INC A | $181.76 | -14.86 | Neutral | 10% by March |
| PANW | PALO ALTO NETWORKS INC | -13.78 | Neutral | ||
| SWKS | SKYWORKS SOLUTIONS INC | -12.20 | Avoid | ||
| WDAY | WORKDAY INC CLASS A | -11.20 | Avoid | ||
| PTC | PTC INC | $173.52 | -11.11 | Buy | ~25% by April |
| NVDA | NVIDIA CORP | -10.39 | Strong Buy | ||
| NOW | SERVICENOW INC | -10.32 | Avoid |