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• Tech sell-off day four… tends to be the length of them for the past 25 years, but we do have employment number tomorrow… so hedge funds should set up short going into the number… watch Salesforce (CRM)You can see when the things are going down by looking at this chart. ServiceNow (NOW)This is the second… Datadog (DDOG)A third cloud-based monitoring and analysis )… PayPal (PYPL)The fourth… Microsoft (MSFT)A fifth.. None has managed to gain momentum so far this year.
• Dollar General (DG)Reclassified buy to hold at Wells FargoThe end of the monthly child care payment… payments had begun in July… were paid on August 15th…
• Walgreens Boots Alliance (WBA) crushes numbers-CEO Roz Brewer… Covid aided but has been left behind by CVS… Revenue $33.9 B v. $33B est… I pushed this one yesterday
• As Cloudflare (NET) multiple compression comes down—analysts follow it down (just like they followed it up)… Piper cuts price target on a good company $226 to $115… This is $105 lower than $221 November 8th… but business is improving!!… Fastly (FSLY)PT dropped $51 at Piper to $35 a year earlier… Now $32… An independent GME?
• Vicious downgrade—Target (TGT)Purchase to Keep at Wells FargoThe pandemic was a time when the differentiated model worked well. But it is no longer… Can this still be called Pelotoned ?…?
• A half-hearted effort to bring the bottom in Global Payments (GPN)Deutsche Bank…another payments company, once loved…Susquehanna claims will make numbers
• It is significant: Authentic Brands has pulled their offering… Jamie Salter, such a smart man.(Neil Lane, Nine West, Lucky, Juicy Couture, Nautica, Thomasville, Van Heusen, Izod, Barneys, SI, Aeropostale, Brooks Brothers, Eddie Bauer, Hart. Schaffner & Marx, Jones New York, Tretorn, Volcom)… instead selling some equity stakes to CVC and  HPS investment… this is an incredibly important pull because few are more savvy than Jamie…
• JPMorgan raises its price range from $53.50 – $57 Wells Fargo (WFC)It’s a good idea to follow it up with usual expansion..11x Citi (C).They could have lowered the price to $80.50 and $76, but they should be doing better… Bank of America (BAC)PT raises $50 to $52.50
• Bank of America goes buy to hold Goldman Sachs (GS).. Wow 6x; however, it went up tremendously last year. It is too dependent upon capital markets at 70%.
• Evercore ISI is a favorite Lowe’s (LOW) for pricing power-hold to buy…barely down from the high (9 points)… be careful…
• Jefferies to Buy Five9 (FIVN)…  $133 has come down from $211.. yet beat the numbers… CEO Rowan Trollope—should make money this year and once coveted by Zoom… but street looking for flat eps…
• JPMorgan makes a big call with PT Netflix (NFLX) $750 down to $725—estimate of new Q4 signups down from 8.8 to 6.25m; Netflix said 8.5m… blistering…
• Microsoft (MSFT)… Jefferies PT prices go from $375 up to $400. Valuation is for downside protection.
• TJX (TJX)Barclays loves this place…total generic company beloved by the street incessantly
• Susquehanna backs Boeing (BA) on big Allegiant order…stock was down yesterday despite big win—that was a futures driven decline; started after hawkish fed statement…
• VF Corp. (VFC)Buy to Hold Barclays, $79 Target…has been a slow laggard… What I like Ralph Lauren (RL)VFC had Vans, Northface Timberland Timberland and Dickies… The jeans business was sold at the bottom
• Conagra Brands (CAG)Mad tonight: EPS missed…64 Cents to 68.8 cents, however we are sticking with $2.50 per year…margin compression worse than expected…
• Constellation Brands (STZ)Makes $3.12 Vs. $2.77 Est…sales $2.32B towards the high est…also on tonight…
• Bed Bath & Beyond (BBBY) misses big… sales $1.89B v. 1.95B est… loss of 25 cents v. breakeven estimate…sequential comp sales improvement…comp sales minus 7%, but got better…Buy Buy Baby doing well…
• Costco (COST) December sales so strong—food, hearing aids very strong
• Morgan Stanley announces club name Alphabet (GOOGL)Stock price has incentivized top five executives…
• The right time to buy Etsy (ETSY)?…top pick for Needham…cheaper than it was-tweaking to midpoint of guide though…
• Bank of America enjoys Rivian (RIVN), Lucid (LCID)… However don’t forget big lock-up expiration for Lucid ahead
• Truist PT cuts again, stock down Nvidia (NVDA) $389 to $350… multiple compression but the q was fabulous –all good news…but doesn’t matter to them…

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