MARKETS,Anybody even yet?

[dinghy]

This looks like a good read:

https://www.palmvalleycapital.com/post/ ... to-be-cool

Eric Cinnamond is a small-cap focused manager at Palm Valley Capital. He posts monthly or so on his site.

Stock picks!



I haven't looked through yet, but FLO Flowers would fit in with my food fascination. The chart is horrific:



I know bread is disfavored by the keto people, but Flowers is big in the South where they may be less likely to go for the fad diets.

[dinghy]

Now halfway out of my UNH.

Fracturers down large. More AR, EXE and RRC. Tryna buy CHRD from the Palm Capital list.

FLO sold off at the open, but I missed it. New position NWN, a utility.

Another WDOFF buy, on the dipped.

Over the weekend I realized I still own INTC. I may have missed the sell opportunity.

[olds442jetaway]

Bought a little WDOFF today. Will add to it on continued weakness as long a the major news doesn’t change.

[dinghy]

Bought a little WDOFF today.

I hope you don't take a ...

he has direct communication with CEO Anthea Bath. (Yes, the company is run by a girl .)

... bath on it.

It's a top 5 stock position for me.

The CEO is South African, with a chemical engineering education. I assume she actually earned her degrees, as she's the wrong color for DEI in South Africa.

Looking at her interviews and statements, I haven't seen anything alarmingly woke.

In other news, I'm out of my INTC.

SFL is -11% on news of a dividend trim. I think that's a dumb reason for a bloodbath. I'm looking to add near 8.