The stocks that I'm nuts about!

[blindsquirrel]

MIDD is currently my favorite on my watchlist. I bought my first Call option earlier this month when it hit 120 (sep 15 $120 Call) and sold it a few days later for 18% gain (I left a lot of profit on the table, but I'll never complain about taking that kind of profits). That was fun, but anyway, I may start a long position in this one later this summer on price dips.

[Fateup]

It's Make or Break Time for U.S. Stock Market https://www.bloomberg.com/view/artic...arket-j5ilwn38

[blindsquirrel]

OZRK jumped off a cliff today. I don't see a lot of support for it before $38. I wouldn't buy before then unless you are willing to endure some red in your position for a few months. I really love this company, but I hate the price action of this one for the entire 2017 year so far.

THRM is still bouncing from the cliff it jumped off of yesterday. I believe that was a major over-reaction to a poor earnings report and I bought a few calls yesterday ($35 September 15). If I'm right about THRM, those should do nicely.

IPGP is just a good company with a great stock. Such a lovely chart for the last 12 months. It may not win POTY for me, but I bet it gets me into that top few picks.

SEDG Israeli solar power company that I like. The chart looks really good too.

[blindsquirrel]

IPGP beats estimates on earnings and I'm not surprised. They've had a good 2017: https://finance.yahoo.com/news/ipg-b...120855315.html

[blindsquirrel]

SEDG reported earnings last night. Apparently the market liked that report - it is up almost 20% this morning: https://finance.yahoo.com/news/solar...021826351.html

[blindsquirrel]

Nice looking red in the market today. OZRK is trading at $40 and that's the mark I like this one at. In my humble opinion this one is a great 12 month trade under $40 per share.

[blindsquirrel]

The market is so high and I'm all cash, so I've been spending time on my scanner and updating my watchlist:

UTHR - a biotech out of Maryland. I think this one has a lot of upside.
MIDD - restaurant equipment etc. I still think this one is worth a lot more than it is currently trading at.
MSTC - new to my list a biopharm out of NY.
THRM - been watching for a while. Recent price drop is an over reaction in my opinion and it is cheap at $35/share.
ALGN - new to my lists, they make dental equipment and tools. Not my favorite, but I think there is meat on this bone.

[wifwif]

Great job, blindsquirrel,

I really like your column. Unfortunately I have been myself to lazy to buy my personal stock pick of the week = MU.

As MIDD is one of your top picks I would like to give you the information, also with my Europe continational background, that German stock listed RATIONAl AG in seems to be a major competitor of MIDD.

I hope in future to be better able to bring in more useful contribution. Up to now: that's it.

Regards

[blindsquirrel]

Earnings this week for THRM according to my calendar. Last time the stock tanked from around $40 to a low of $30. It has ticked back up to $36 since. I am curiously watching this one. I think the last reaction was an OVER reaction, but who listens to me?

[blindsquirrel]

UTHR up a good deal this morning on earnings beat and FDA approval on one of their products. THRM reports before open tomorrow.

[blindsquirrel]

THRM misses, badly from this article: https://finance.yahoo.com/news/genth...103744391.html

[blindsquirrel]

ALGN beats and has a nice pop this morning. I get a kick out of these earnings reactions. I never can predict them, but they are fun to watch: https://finance.yahoo.com/news/align...204324864.html

[blindsquirrel]

MIDD earnings report missed expectations. Nice sized drop here today. Closing in on a 52 week low. https://finance.yahoo.com/news/middl...100323052.html

[blindsquirrel]

MIDD is at the 110 level. This is a 52 week low and it has hit this level a few times in the past few years, always was support. I like it at this level and at this price. I am going to keep a close eye on it, but may just load up here. Looking to sell in a year or so.

[wifwif]

Considering classic technical Analysis MIDD is NO BUY (lower highs and lows). I prefer to look for a bottom or change in (price) trend.