GBA Presents: House of Gummy-!

Massive Oil inventory drawdown in the report tonight. Oil and Stocks should gap up tomorrow if not on the open when the main inventory report comes out at 10:30 am. I had peak exposure today but sold my ATH, CPG, CVE, and half my MEG at close to daily highs today. Wish I hadn't now but my overnight risk was way too high and it is possible to buy in first thing on these stocks lately. Still have a huge Baytex position and a lot of cash I may throw back into these stocks if things look good first thing. Lucero is stuck my standing sell orders haven't filled for a week. Cenovus has had good price action ( large cap ). MEG, WCP, CPG have stalled out but could start up if they break key levels.
 
For the life of me I can't understand why this stock doesn't move off $11.

Cruise lines are packed full of passengers. Cruise days can be boring what do you do--maybe hit the Spa?

OneSpa offers spa treatments on cruise ships this should be booming! This stock won't move.




good numbers coming in...
 
FAIR VALUE ALERT**********

Assessing a stock market's fair value is a tricky task, the market always over shoots both ways, so often you think your value is significantly higher or lower>

What I do is wait for the stocks to stop reacting to good news-
For the most part that is happening today. 4 or 5 real clean earn reports that even had
next QTR escalators in EPS and views... they are not going up.

This indicates to me that right where we are now-- IS FAIR VALUE----
 
One of the few names moving off earn- wouldn't chase it.


YOU Clear Secure, Inc.


$22.73-0.98(-4.13%)4:00 PM 08/01/23
NYSE |$USD |Pre-Market:$25.34+2.61(+11.48%)<------------- :caution:7:41 AM
 
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