GBA Presents: THE BARE ESSENTIALS

BG is a stock that has done relatively well we bought in the $80's end of the summer last..
SOYBEANS<--------- BULL MARKET THERE!

Bunge bolsters bullishness on agriculture after big earnings beat

BG- $117 ///

ADM next-? ADM should begin another round of upside... we had a great run here and are ready for another!

BUY ADM<------------$91
I bought 400@90.00s yesterday after selling at Open gap. I previously sold $97 bought back $91 on the crazy drop Monday.
 
Strength in VISA suggests financial stocks are oversold here. That's the story of this market, profitable areas being dragged down short term by mediocre IT companies. It may be an opportunity. Cenovus up 7% now and trending. For those who think 2022 is a repeat of the year 2000, the SPX only dropped 6% in year 2000. Given that 30% of the SPX is IT, it could be the only real bear is in IT.
 
I have a tremendous amount of work with the NFL Draft the next few days...
Hopefully the market can stay propped up until next week.

I'll get back to you on DIS.

Check out the list of RS buys are any of them BARE ESSENTIALS?

CNBC, Cramer and panel like Disney saying they're getting hammered because of NFLX. I bought $125, $120, $115(Averaging Down). Dang, I had the CVNA $75 Puts, I wrote my kid telling them the puts were going to $15 if he wanted to do a AON trade.
 
Cenovus ( CVE ) still marching higher suggesting earnings across the whole sector may be easy wins. Some energy gains are muted today but Baytex is regaining almost all lost ground from last week already. Whitecap reports in the morning I may consider a switch into it late day but it was one of the weaker beats last quarter. But if they all raise dividends it'll be good for at least a small pop imo.
 
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