High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>The start of the second half of the year so far has seen a change in the market themes versus the first half of the year.</li><li>Microsoft’s declaration in January 2023 that AI would emerge as the next computing platform coupled with Nvidia’s shocking earnings guide up last quarter, coupled with a weaker dollar and decline in bond yields, provided fuel in the first half of the year for the technology sector and garnered investor eyeballs to anything closely associated with AI.</li><li>However, on Microsoft’s most recent earnings call on July 25th, CFO Amy Hood stated “Even with strong demand and a leadership position, growth from our AI services will be gradual as Azure AI scales and our copilots reach general availability dates. So for FY '24, the impact will be weighted towards H2.”</li></ul>

The start of the second half of the year so far has seen a change in the market themes versus the first half of the year.Microsoft’s declaration in January 2023 that AI would emerge as the next computing platform coupled with Nvidia’s shocking earnings guide up last quarter, coupled with a weaker dollar and decline in bond yields, provided fuel in the first half of the year for the technology sector and garnered investor eyeballs to anything closely associated with AI.However, on Microsoft’s most recent earnings call on July 25th, CFO Amy Hood stated “Even with strong demand and a leadership position, growth from our AI services will be gradual as Azure AI scales and our copilots reach general availability dates. So for FY '24, the impact will be weighted towards H2.”

<div data-attrs='{"url":"https://weeklystockbullfinder.substack.com/subscribe?","text":"Subscribe"}'><div><form class="subscription-widget-subscribe"><div><ul><li><span style="font-size: var(--content-font-size);">Housing remains one of the most interest rate sensitive parts of the US economy and the rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market. </span></li><li><span style="font-size: var(--content-font-size);">Like an aircraft carrier turning around, it has taken several months for the reset to kickoff but patterns are now clearly emerging from incoming data and surveys that indicates the housing market froth during the peak of COVID-19 has begun to or is quickly unwinding.  </span><span style="font-size: var(--content-font-size);">Take a few examples below.</span></li><li><em>Bidding Wars Easing </em><span style="font-size: var(--content-font-size);">One of hallmark features of the housing market the past 2 years were feverous bidding wars for properties which was supported by record low interest rates, rising stock market values, and a re-thinking of city life as new flexible work models were introduced.</span></li></ul></div></form></div></div>

Housing remains one of the most interest rate sensitive parts of the US economy and the rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market. Like an aircraft carrier turning around, it has taken several months for the reset to kickoff but patterns are now clearly emerging from incoming data and surveys that indicates the housing market froth during the peak of COVID-19 has begun to or is quickly unwinding.  Take a few examples below.Bidding Wars Easing One of hallmark features of the housing market the past 2 years were feverous bidding wars for properties which was supported by record low interest rates, rising stock market values, and a re-thinking of city life as new flexible work models were introduced.

United States

Constellation Brands, Inc. produces and markets alcoholic beverages in North America, Europe, and Australia, and New Zealand. The Company has a portfolio of brands across the wine, imported beer, and distilled spirits categories. Constellation conducts its business through wholly owned subsidiaries as well as through a variety of joint ventures with various other entities.

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Constellation Brands (STZ US)

Weekly Stock Bullfinder - Week of 8/14

The start of the second half of the year so far has seen a change in the market themes versus the first half of the year.

Weekly Stock Bull Finder

Weekly Stock Bullfinder - Week of 8/22

The rapid rise in interest rates delivered in the beginning of this year by the Federal Reserve is now being fully digested by the overall market.

Weekly Stock Bull Finder

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