$MAR (+0,86%)
$KRYS (+1,42%)
$PLTR (+5,04%)
$STRL (+0,09%)
$SNAP (+2,93%)
$WHR (-5,76%)
$CLX (-2,06%)
$BWXT (-0,29%)
$ON (+0,97%)
$VRTX (+1,16%)
$PFIZER
$CAT (-0,57%)
$MCD (+0,56%)
$HUT (+1,23%)
$WIX (+0,44%)
$W (+5,96%)
$BP. (-0,7%)
$SHLS
$AMD (+2,17%)
$SPCX (+1,16%)
$ANET (+3,76%)
$ALAB (+0,39%)
$OPEN (-1,98%)
$ZETA (+1,94%)
$BKNG (-0,28%)
$KTOS (-2,36%)
$HL (-0,62%)
$LLY (-0,34%)
$SHOP (+1,47%)
$UBER (+0,46%)
$DIS (-0,45%)
$RIOT (+1,78%)
$CIRC
$NOVO B (-0,41%)
$U (-0,12%)
$SNDK (+6,06%)
$APP (+1,15%)
$WDC (+5,39%)
$ELF (+1,54%)
$MELI (+0,3%)
$AXON (-1,41%)
$TTMI (+4,99%)
$RDW (+0,26%)
$QBTS (-0,12%)
$DDOG (+6,37%)
$CLA (+0%)
$FI (+0,83%)
$LNG (-0,64%)
$UUUU (-3,03%)
$HIMX (+2,88%)
$ABNB (+1,3%)
$RGTI (-0,48%)
$TTD (-0,37%)
$AAOI (+2,29%)
$TXG (-0,02%)
$INOD (+2,18%)
$OUST
$MP (-2,03%)
$OKLO
$VST (-1,67%)
$TTWO (+0,19%)
$ACMR (+6,77%)
$WEED (-1,09%)
$UAA (+0,53%)
Marriott International
Price
Discussão sobre MAR
Postos
18Let's move on to the next round!
New buys: Uber, Marriott, Waste Management, Arista Networks
New buys yesterday: $UBER (+0,46%)
$WM (+0,8%)
$MAR (+0,86%)
$ANET (+3,76%)
All four were already on my watchlist and are among the few quality names that, in my view, haven't run too hot or become excessively extended yet.
The common theme: solid relative strength, healthy price behaviour and more reasonable entry points than many of the market's strongest stocks right now.
I'm trying to avoid chasing extended leaders and instead build positions where the risk/reward still looks attractive.
Waiting for pullbacks: $LGEN (+0,24%)
$BRK.B (+0,46%)
$MUV2 (-0,55%)
Holding: $CGNX (+2,8%) (robotics)
Quarterly figures 09.02-13.02.26
$UCG (-1,74%)
$MNDY (+4,22%)
$KER (-0,04%)
$BARC (-3,83%)
$OSCR (+1,87%)
$CVS (+0,17%)
$SPOT (-2,01%)
$DDOG (+6,37%)
$BP. (-0,7%)
$SPGI (+0,43%)
$HAS (+1,95%)
$KO (+0,07%)
$JMIA (-3,04%)
$MAR (+0,86%)
$RACE (-0,54%)
$UPST (-2,22%)
$NET (+1,27%)
$LYFT (+1,67%)
$981
$NCH2 (-1,57%)
$DSY (+0,94%)
$1SXP (+3,88%)
$HEIA (+0,61%)
$ENR (-0,83%)
$DOU (-3,36%)
$OTLY (+5,22%)
$TMUS (+0,22%)
$SHOP (+1,47%)
$KHC (-1,26%)
$FSLY (+2,68%)
$HUBS (+0,97%)
$CSCO (+0,06%)
$APP (+1,15%)
$SIE (-0,85%)
$RMS (+0,49%)
$BATS (-0,87%)
$MBG (-0,28%)
$TKA (-1,94%)
$VBK (-1,4%)
$DB1 (-0,49%)
$NBIS (+0,55%)
$ALB (-0,11%)
$BIRK (-3,65%)
$ADYEN (-2,1%)
$ANET (+3,76%)
$PINS (+1,79%)
$AMAT (+1,46%)
$ABNB (+1,3%)
$TWLO (+6,13%)
$RIVN (-1,04%)
$COIN (-2,45%)
$TOM (+1,79%)
$OR (-0,53%)
$MRNA (+4,77%)
$CCO (-0,52%)
$DKNG (+4,77%)
Will the sell-off continue next week?
$MNDY (+4,22%)
$PGY
$APO (+0,25%)
$ON (+0,97%)
$AMKR (+0,61%)
$MEDP (+0,96%)
$UPWK (+0,88%)
$ACGL (+0,75%)
$ACM (-0,96%)
$KO (+0,07%)
$SPOT (-2,01%)
$CVS (+0,17%)
$DDOG (+6,37%)
$FI (+0,83%)
$SPGI (+0,43%)
$RACE (-0,54%)
$AZN (-0,24%)
$MAR (+0,86%)
$OSCR (+1,87%)
$HOOD (-1,85%)
$ALAB (+0,39%)
$F (-2,06%)
$LYFT (+1,67%)
$UPST (-2,22%)
$NET (+1,27%)
$GILD (-1,34%)
$EW (+1,08%)
$SHOP (+1,47%)
$VRT (+0,04%)
$HUM (+0,82%)
$KHC (-1,26%)
$MCD (+0,56%)
$9ZX1
$TMUS (+0,22%)
$APP (+1,15%)
$CSCO (+0,06%)
$ALB (-0,11%)
$HUBS (+0,97%)
$TYL (+0,84%)
$NBIS (+0,55%)
$BN (+0,11%)
$CROX (-3,19%)
$ZTS (+0,65%)
$BIRK (-3,65%)
$COIN (-2,45%)
$ANET (+3,76%)
$RIVN (-1,04%)
$TOST (+0,77%)
$AMAT (+1,46%)
$DKNG (+4,77%)
$WEN (-1,04%)
$CCO (-0,52%)
$ENB (-1,74%)
3/3 Palantir, Lemonade + Marriott = good week so far 🍋📊
After yesterday's Marriott $MAR (+0,86%) earnings test (2/2 hits this week), I used the capital that was freed up directly:
→ ~4K in $BTC (+0,82%) invested
→ spontaneously yesterday evening in $LMND (-1,78%) in
Today around +100 € profit directly, but my TP was too low - I missed out on almost 21% performance as a result.
Nevertheless, better "safe than sorry" - the whole thing is currently just a test run anyway to see how earnings trades and reaction patterns really behave.
Now I'm looking forward to the next earnings, especially Robinhood ( $HOOD (-1,85%) ) and Duolingo ( $DUOL ).
If the pattern is confirmed, you can really build something from it.
Earning Call Sniping with GPT: 221€ profit
The day before yesterday I made a test purchase before the Marriott $MAR (+0,86%) Earnings Call - 9 shares at € 226.75.
Today two partial exits at € 232.30 and € 236.75, total profit of around € +220.
It was basically the same approach as with Palantir $PLTR (+5,04%) where I made a profit of around €330 yesterday with the same strategy.
GPT analyzed the last quarters for me, calculated the average price reaction and then tactically set TP levels myself.
I'm looking forward to the next earnings from $HOOD (-1,85%) and $DUOL
but 2/2 this week is already a very solid start. 😄
Small experiment: €300 profit with Palantir today
Today I took $PLTR (+5,04%) took a profit of around €300 on Palantir today.
I looked at the last earnings quarters, calculated the average price movement afterwards with the help of GPT and then set a tactical take profit at the market opening.
This time it played out pretty much as expected.
After the earning call $PLTR (+5,04%) by approx. 6%, so it hit my two TPs exactly.
If it hadn't hit it wouldn't have been too bad because it's a good future stock.
I will do the same with the following stocks this week:
$MAR (+0,86%) - Risky Play
$DUOL
I am interested:
Have any of you had more experience with this, i.e. planning TPs around earnings based on recent quarters with some market research on how the company is doing beforehand?
Wondering if this was just dumb luck or a proven investment strategy 👀
April Rebalancing: Strategic Shifts in the Portfolio
The semi-annual rebalancing of the SPDR S&P Developed Quality Aristocrats ETF ($QDEV (+0,57%) ) has just been completed, bringing notable changes to the composition of this quality-focused investment vehicle.
Outgoing Companies:
- RELX PLC$REL (+0,52%)
- Keyence Corporation $6861 (+0,83%)
- London Stock Exchange Group plc $LSEG (-1,13%)
- Booking Holdings Inc. $BKNG (-0,28%)
- Industria de Diseno Textil S.A. (Inditex) $ITX (-0,6%)
- Texas Instruments Incorporated $TXN (+0,13%)
- Cencora Inc.$COR (-0,05%)
- Coloplast A/S Class B$COLO B (-2,44%)
- Moncler SpA $MONC (-1,3%)
- Cardinal Health Inc. $CAH (-0,51%)
- CAR Group Limited $CAR (+2,05%)
- Waters Corporat $WAT (-0,28%)
- Nova Ltd. $NVMI (+0,19%)
- Monolithic Power Systems Inc. $MPWR (+4,08%)
Incoming Companies:
- Alphabet Inc. Class C$GOOG (+1,26%)
- Nintendo Co. Ltd.$7974 (+1,24%)
- S&P Global Inc. $SPGI (+0,43%)
- InterContinental Hotels Group PLC $IHG (+0,33%)
- Bristol-Myers Squibb Company $BMY (-1,12%)
- Intercontinental Exchange Inc. $ICE (-1,34%)
- Regeneron Pharmaceuticals Inc. $REGN (-1,17%)
- Motorola Solutions Inc. $MSI (+0,3%)
- Marriott International Inc. Class A $MAR (+0,86%)
- Hilton Worldwide Holdings Inc. $HLT (+0,13%)
- Industrivarden AB Class C$INDU C (-0,35%)
- EMS-CHEMIE HOLDING AG$EMSN (+0,21%)
- D'Ieteren Group SA/NV $DIE (-0,8%)
- Electronic Arts Inc. $EA
- CK Infrastructure Holdings Limited $1038 (+0,27%)
This rebalancing aligns QDEV with evolving market conditions while maintaining its focus on quality companies with strong financial foundations. For investors seeking exposure to financially robust global corporations, these changes appear strategically sound, particularly with the inclusion of resilient tech giants and hospitality leaders positioned for growth.
Will this prove to be a winning choice? The fundamentals certainly suggest so.
Sofi (Galileo) - WYNDHAM Hotels & Resorts
Galileo secures a major partnership with Wyndham Hotels, which has 114 million members worldwide! This is a great success for $SOFI (-1,07%) & Galileo, extending its reach in the hospitality industry.
Wyndham is the second largest hotel chain in the world (after Jin Jiang) and the largest in North America in terms of number of hotels (although their revenue is lower than other chains).
Geoffrey A. Ballotti
CEO, Wyndham Hotels & Resorts:
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