UncategorizedEarnings Preview: Eggs For Breakfast (CALM) And Marijuana To Chill (TLRY)Top Gun Financial PlanningSeptember 30, 2023 by Top Gun Financial PlanningSeptember 30, 20230188 Consider this blog to be Part II of my weekly preview for the week of Oct2-6 (Part I). I personally love eggs and weed and...
UncategorizedS&P 200 DMA, Higher For Longer Isn’t Sustainable, CAG Is Too CheapTop Gun Financial PlanningSeptember 30, 2023 by Top Gun Financial PlanningSeptember 30, 20230229 September was a tough month for stocks with the S&P down 4.87% and the NASDAQ 5.81%. In fact, the S&P is currently sitting only 2%...
UncategorizedWhy My Plunge Into NKE Worked And UNFI Didn’tTop Gun Financial PlanningSeptember 28, 2023 by Top Gun Financial PlanningSeptember 28, 2023084 This morning I wrote about how I was “Nibbling On NKE” heading into its earnings report this afternoon. It was similar to the plunge into...
UncategorizedNibbling On NKETop Gun Financial PlanningSeptember 28, 2023 by Top Gun Financial PlanningSeptember 28, 2023087 I’ve worn Nike sneakers my whole life and I love them. Maybe it’s the branding, maybe it’s the quality, or maybe it’s both. Regardless, I...
UncategorizedMU: No Fundamental ImprovementTop Gun Financial PlanningSeptember 27, 2023 by Top Gun Financial PlanningSeptember 27, 20230158 $75 billion chip maker Micron (MU) reported earnings for the quarter ended August 31, 2023 after the close Wednesday. Results show no signs of a...
UncategorizedUNFI & COST Earnings: Disaster & Solid As UsualTop Gun Financial PlanningSeptember 26, 2023 by Top Gun Financial PlanningSeptember 26, 2023099 Yesterday morning I previewed United Natural Foods (UNFI) and Costco (COST) earnings. As I said I would, I bought a small position in UNFI heading...
UncategorizedEarnings Preview: UNFI & COSTTop Gun Financial PlanningSeptember 25, 2023 by Top Gun Financial PlanningSeptember 25, 2023044 This week a number of stocks I follow report earnings: United Foods (UNFI), Costco (COST), Micron (MU), Carmax (KMX) and Nike (NKE). In this blog,...
UncategorizedYields Break Out, The Olive Tree BarometerTop Gun Financial PlanningSeptember 22, 2023 by Top Gun Financial PlanningSeptember 22, 2023061 In the wake of the Fed’s “hawkish pause” Wednesday, in which they paused their interest rate hiking campaign but said they may still hike one...
UncategorizedPeak Hawkishness: All In On TLTTop Gun Financial PlanningSeptember 21, 2023 by Top Gun Financial PlanningSeptember 21, 2023081 [Powell] didn’t sound to me like he was itching to hike again. He sounds like he’s pretty comfortable where they are, sitting back, and watching...
UncategorizedCan The Fed Engineer A Soft Landing? AZO EarningsTop Gun Financial PlanningSeptember 19, 2023 by Top Gun Financial PlanningSeptember 19, 20230133 While the Fed is almost certain to pause its interest rate hiking campaign tomorrow, the question now is whether it can engineer a soft landing....