Five Below

US33829M1018

FIVE

FIVE

Earnings times today (+6h for CEST) ⏰

$NVDA (+5.06%)

$CRWD (+5.1%)

$CRM (+4.74%)

$AFRM (+1.79%)

$OKTA (+2.19%)

$FIVE (-2.44%)

$PSTG (-0.09%)

$HPQ (+1.32%)

$NTAP (+1.13%)

$VEEV (-0.48%)

$NTNX (+1.72%)

$VSCO (+3.69%)

$APLD

$IREN (+4.26%)

Real-time results & analysis: https://t.me/Aktien_Stammtisch

What we can expect next week:

Monday, June 3:

• S&P Flash U.S. Manufacturing PMI (May)
• Construction Spending (April)
• ISM Manufacturing (May)
• Quarterly reports from GitLab ($GTLB (+1.94%) ) and Science Applications International Corp. ($SAIC (+0.41%) )

Tuesday, June 4:

• Factory orders (April)
• Job offers (April)
• Quarterly reports from CrowdStrike Holdings ($CRWD (+5.1%) ), Hewlett Packard Enterprise ($HPE (+2.39%) ) and Bath & Body Works ($BBWI (+0.11%) )

Wednesday, June 5:

• S&P Flash U.S. Services PMI (May)
• ADP Private Sector Employment (May)
• ISM Services (May)
• Trade deficit USA (April)
• Quarterly reports from Lululemon Athletica ($LULU (+0.46%) ), Dollar Tree ($DLTR (-2.04%) ), Campbell Soup ($CPB (-1.35%) ) and Five Below ($FIVE (-2.44%) )

Thursday, June 6:

• Initial claims for unemployment benefit (week ending June 1)
• Quarterly reports from Samsara ($IOT ), Docusign ($DOCU (+2.32%) ), Nio ($NIO (+5.79%) ), J.M. Smucker ($SJM (-1.22%) ) and Vail Resorts ($MTN (+1.52%) )

Friday, June 7:

• Labor Market Report USA (May)
• Consumer Credit (May)
• Wholesale inventories (April)

Here is an overview for next week:

Monday

• Confidence of the house builders (February)
• Launch of Nvidia ($NVDA (+5.06%) ) GTC (Global Processing Unit Technology Conference) with a keynote speech by founder and CEO Jensen Huang
• Quarterly report from Science Applications International Corp. ($SAIC (+0.41%) )

tuesday

• Quarterly reports from HealthEquity
  Inc. ($HQY (+1.43%) ) and Xpeng ($9868 (+6.79%) )

Wednesday

• Interest rate decision of the Federal Open Market Committee (FOMC)
• Press conference by Federal Reserve Chair Jerome Powell
• Quarterly reports
  from Micron Technology ($MU (+2.45%) ), General Mills ($GIS (-1.19%) ), Five Below Inc. ($FIVE (-2.44%) )
  , Chewy Inc. ($CHWY (+0.55%) ), KB Home ($KBH (+3.22%) ) and Ollie's Bargain Outlet Holdings Inc. ($OLLI (-0.57%) )

Thursday,

• Initial claims for unemployment benefits (end of the week ending March 15)
• Philadelphia Fed Manufacturing Index (March)
• US Services Purchasing Managers' Index
  (PMI) the S&P (March)
• 
  US Manufacturing PMI the S&P (March)
• Existing home sales (February)
• Quarterly reports from Accenture PLC ($ACN (-0.98%) ), Nike ($NKE (+1.19%) ), FedEx ($FDX (+1.38%) ) and Lululemon Athletica Inc. ($LULU (+0.46%) )

Friday

• Deadline for budget billsto avoid a partial shutdown

This has been a long marathon, finally the sub-portfolio is complete - at least for now. It took us a little longer than a year to reach the intended number of 10 different stocks! 😄

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What do you think about the selection? Would you have replaced one stock with another? 🤔

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At this point, it is worth mentioning that I have already initiated the sale of UFP Industries. The reason for this is not that I am not convinced by the performance, but the "post-treatment" of the return: the income cleaning extremely reduces the return in that case. Lastly, in a Patreon post, I had explained again in detail what you should pay attention to when selecting stocks related to revenue cleansing (note: it is not only the share of impure revenue that matters) 😁

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Do you guys have a replacement candidate for UFP? 🤔

#halal
#investieren

Current tenbagger portfolio:

$FIVE (-2.44%)
$NVDA (+5.06%)
$WCH (+2.59%)
$CPRT (+1.53%)
$TRI (+5.83%)
$BOOT (+3.13%)
$UFPI (+2.66%)
$WSM (+1.19%)
$BILL (+1.6%)
$AMN (-1.43%)