Weekly Stock Bullfinder- Week of 4/18
SUMMARY
- As 1Q earnings season ramps up this upcoming week, it’s a good time to check cushions on existing holdings as this earnings could have lots of volatility.
- For example, last quarter, some big cap tech “titans” like Meta (formerly known as Facebook) and Netflix saw significant institutional selling post earnings after earnings misses and will be under pressure this quarter
- Companies are seeing enormous margin pressure on supply chain costs, labor costs, material costs, etc. that only went higher this past quarter
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