Long holds

The best 10 long holds among the largest US companies: buy and hold for months or years. Each stock has a plan that keeps its levels and dates until it closes: buy half of the full size in the accumulation zone by the buy-by time, average down a quarter at each lower level (only before Sell 1), sell a quarter at Sell 1, a third of the rest at Sell 2 and half of the rest at Sell 3, each with the date it is expected around, and let the last quarter ride until a SELL warning. The stop is a weekly close (the week's last trading day, 16:00 ET), so a single bad day does not shake you out; when a week closes under it, the thesis is broken. Review the company on each review date (about each quarterly report). Plans are followed hour by hour through the session, so every buy, sell and warning shows the time it happened. Expected dates follow each stock's long-term trend pace, in trading days.

Updated 2026-10-30 21:30:02 ET · 119 stocks analyzed · times are US Eastern

SPY above its 200 day averageSPY 1y +11%

Top 10 long holds


1	MU	90	WAIT FOR ENTRY	884.74	709.936 - 805.082	Dec 22 2026 16:00 ET	520.08	1,288.13	Mar 21 2028
2	NVDA	90	HOLD	204.64	196.193 - 210.96	bought	125.05	328.95	Feb 22 2028
3	APH	86	HOLD	79.30	70.0011 - 75.27	bought	44.88	102.97	Oct 05 2027
4	BNY	86	HOLD	147.11	135.101 - 145.27	bought	93.84	174.32	May 12 2027
5	NEM	86	TRIM	106.61	101.249 - 108.87	bought	70.33	136.10	Jun 28 2027	TRIM: Two weekly closes under the 50 week average: the long trend is turning down
6	ANET	84	HOLD	168.86	160.304 - 172.37	bought	111.35	243.59	Nov 05 2027
7	CVS	84	HOLD	90.25	83.9325 - 90.25	bought	51.88	115.48	Apr 07 2028
8	ABNB	84	HOLD	164.39	154.422 - 166.045	bought	86.60	199.25	Nov 01 2028
9	AMD	84	WAIT FOR ENTRY	504.80	398.174 - 451.538	Dec 30 2026 16:00 ET	291.69	658.52	Dec 16 2027
10	SNDK	83	HOLD	1,150.89	1151.37 - 1238.03	bought	799.77	1,980.85	Mar 21 2028

MU

Micron Technology, Inc. long hold 90

WAIT FOR ENTRYACCUMULATE

Price 884.74 · fundamentals 95/100 · cap 1.00T · 29% under its 5y high · 1.18x the 200 day · 1y vs SPY +252%

Now: Buy 50% of the full size in the zone 709.94 to 805.08 by Tue Dec 22 2026 16:00 ET; skip the trade if it is not reached by then.

Entry: buy 50%709.94 – 805.08 Buy byTue Dec 22 2026 16:00 ET

Stop (weekly close)520.08 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 708.47 -12.0%
Average down 2: buy 25% 611.86 -24.0%

Sell points

Sell 1: sell 25% of the holding 1,288.13 +60.0%around Tue Mar 21 2028 16:00 ET
Sell 2: sell 33% of the holding 1,674.57 +108.0%around Fri Dec 29 2028 16:00 ET
Sell 3: sell 50% of the holding 2,260.67 +180.8%around Wed Nov 21 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 877.55
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (1)

Fri Oct 23 2026 21:30 ET Plan issued at 877.55

fundamentals 95/100 (strong); 29% under its 5 year high; 1.18x the 200 day average; 1y +252% vs SPY; trend +140% a year

Technical report Fundamentals report

NVDA

NVIDIA Corporation long hold 90

HOLDBUY

Price 204.64 · fundamentals 90/100 · cap 4.97T · 16% under its 5y high · 1.00x the 200 day · 1y vs SPY -11%

Now: Holding 50% of the full size at an average 210.96; next: sell 25% of the holding at 328.95 (Sell 1, around Tue Feb 22 2028); stop 125.05 on a weekly close.

Entry: buy 50%196.19 – 210.96 Bought Fri Oct 23 2026 21:30 ET

Stop (weekly close)125.05 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 167.17 -20.8%
Average down 2: buy 25% 147.11 -30.3%

Sell points

Sell 1: sell 25% of the holding 328.95 +55.9%around Tue Feb 22 2028 16:00 ET
Sell 2: sell 33% of the holding 427.64 +102.7%around Fri Dec 01 2028 16:00 ET
Sell 3: sell 50% of the holding 577.31 +173.7%around Wed Oct 24 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 210.96
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 210.96
Fri Oct 23 2026 21:30 ET Plan issued at 210.96

fundamentals 90/100 (strong); 16% under its 5 year high; 1.00x the 200 day average; 1y -11% vs SPY; trend +56% a year

Technical report Fundamentals report

APH

Amphenol Corp long hold 86

HOLDBUY

Price 79.30 · fundamentals 80/100 · cap 192.86B · 12% under its 5y high · 1.05x the 200 day · 1y vs SPY +3%

Now: Holding 50% of the full size at an average 75.27; next: sell 25% of the holding at 102.97 (Sell 1, around Tue Oct 05 2027); stop 44.88 on a weekly close.

Entry: buy 50%70.00 – 75.27 Bought Tue Oct 27 2026 21:30 ET

Stop (weekly close)44.88 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 60.00 -20.3%
Average down 2: buy 25% 52.80 -29.9%

Sell points

Sell 1: sell 25% of the holding 102.97 +36.8%around Tue Oct 05 2027 16:00 ET
Sell 2: sell 33% of the holding 135.49 +80.0%around Mon Jul 31 2028 16:00 ET
Sell 3: sell 50% of the holding 188.17 +150.0%around Tue Jul 24 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Tue Oct 27 2026 21:30 ET at 75.27
Max hold sell what is left by Tue Nov 04 2031 16:00 ET
Reviews Fri Jan 29 2027, Fri Apr 30 2027, Mon Aug 02 2027, Fri Oct 29 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Tue Oct 27 2026 21:30 ET Entry: bought 50% of the full size at 75.27
Tue Oct 27 2026 21:30 ET Plan issued at 75.27

fundamentals 80/100 (strong); 12% under its 5 year high; 1.05x the 200 day average; 1y +3% vs SPY; trend +62% a year

Technical report Fundamentals report

BNY

The Bank of New York Mellon Corporation long hold 86

HOLDBUY

Price 147.11 · fundamentals 80/100 · cap 99.07B · 11% under its 5y high · 1.06x the 200 day · 1y vs SPY +26%

Now: Holding 50% of the full size at an average 145.27; next: sell 25% of the holding at 174.32 (Sell 1, around Wed May 12 2027); stop 93.84 on a weekly close.

Entry: buy 50%135.10 – 145.27 Bought Fri Oct 23 2026 21:30 ET

Stop (weekly close)93.84 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 127.84 -12.0%
Average down 2: buy 25% 110.41 -24.0%

Sell points

Sell 1: sell 25% of the holding 174.32 +20.0%around Wed May 12 2027 16:00 ET
Sell 2: sell 33% of the holding 261.49 +80.0%around Thu Jul 27 2028 16:00 ET
Sell 3: sell 50% of the holding 363.18 +150.0%around Fri Jul 20 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 145.27
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 145.27
Fri Oct 23 2026 21:30 ET Plan issued at 145.27

fundamentals 80/100 (strong); 11% under its 5 year high; 1.06x the 200 day average; 1y +26% vs SPY; trend +55% a year

Technical report Fundamentals report

NEM

Newmont Corporation long hold 86

TRIMBUY

Price 106.61 · fundamentals 91/100 · cap 109.80B · 21% under its 5y high · 0.95x the 200 day · 1y vs SPY +22%

Now: Holding 50% of the full size at an average 108.87. Take some profit: sell about a third of what you hold now (see the warnings).

Entry: buy 50%101.25 – 108.87 Bought Fri Oct 23 2026 21:30 ET

Stop (weekly close)70.33 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 95.81 -12.0%
Average down 2: buy 25% 82.74 -24.0%

Sell points

Sell 1: sell 25% of the holding 136.10 +25.0%around Mon Jun 28 2027 16:00 ET
Sell 2: sell 33% of the holding 195.97 +80.0%around Thu Jul 27 2028 16:00 ET
Sell 3: sell 50% of the holding 272.18 +150.0%around Fri Jul 20 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 108.87
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Sell warnings

TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET

Plan history (3)

Fri Oct 30 2026 16:00 ET TRIM: Two weekly closes under the 50 week average: the long trend is turning down
Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 108.87
Fri Oct 23 2026 21:30 ET Plan issued at 108.87

fundamentals 91/100 (strong); 21% under its 5 year high; 0.95x the 200 day average; 1y +22% vs SPY; trend +64% a year

Technical report Fundamentals report

ANET

Arista Networks, Inc. long hold 84

HOLDBUY

Price 168.86 · fundamentals 79/100 · cap 214.29B · 22% under its 5y high · 1.02x the 200 day · 1y vs SPY -6%

Now: Holding 50% of the full size at an average 172.37; next: sell 25% of the holding at 243.59 (Sell 1, around Fri Nov 05 2027); stop 111.35 on a weekly close.

Entry: buy 50%160.30 – 172.37 Bought Fri Oct 23 2026 21:30 ET

Stop (weekly close)111.35 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 151.69 -12.0%
Average down 2: buy 25% 131.00 -24.0%

Sell points

Sell 1: sell 25% of the holding 243.59 +41.3%around Fri Nov 05 2027 16:00 ET
Sell 2: sell 33% of the holding 316.66 +83.7%around Thu Aug 17 2028 16:00 ET
Sell 3: sell 50% of the holding 430.92 +150.0%around Fri Jul 20 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 172.37
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 172.37
Fri Oct 23 2026 21:30 ET Plan issued at 172.37

fundamentals 79/100 (strong); 22% under its 5 year high; 1.02x the 200 day average; 1y -6% vs SPY; trend +48% a year

Technical report Fundamentals report

CVS

CVS Health Corp long hold 84

HOLDBUY

Price 90.25 · fundamentals 72/100 · cap 116.55B · 17% under its 5y high · 1.03x the 200 day · 1y vs SPY +4%

Now: Holding 50% of the full size at an average 90.25; next: sell 25% of the holding at 115.48 (Sell 1, around Fri Apr 07 2028); stop 51.88 on a weekly close.

Entry: buy 50%83.93 – 90.25 Bought Fri Oct 30 2026 21:30 ET

Stop (weekly close)51.88 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 69.35 -23.2%
Average down 2: buy 25% 61.03 -32.4%

Sell points

Sell 1: sell 25% of the holding 115.48 +28.0%around Fri Apr 07 2028 16:00 ET
Sell 2: sell 33% of the holding 162.45 +80.0%around Mon Nov 05 2029 16:00 ET
Sell 3: sell 50% of the holding 225.62 +150.0%around Fri Oct 10 2031 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 30 2026 21:30 ET at 90.25
Max hold sell what is left by Fri Nov 07 2031 16:00 ET
Reviews Wed Feb 03 2027, Wed May 05 2027, Thu Aug 05 2027, Wed Nov 03 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Fri Oct 30 2026 21:30 ET Entry: bought 50% of the full size at 90.25
Fri Oct 30 2026 21:30 ET Plan issued at 90.25

fundamentals 72/100 (strong); 17% under its 5 year high; 1.03x the 200 day average; 1y +4% vs SPY; trend +19% a year

Fundamentals report

ABNB

Airbnb Inc long hold 84

HOLDBUY

Price 164.39 · fundamentals 75/100 · cap 101.09B · 23% under its 5y high · 1.12x the 200 day · 1y vs SPY +17%

Now: Holding 50% of the full size at an average 166.04; next: sell 25% of the holding at 199.25 (Sell 1, around Wed Nov 01 2028); stop 86.60 on a weekly close.

Entry: buy 50%154.42 – 166.04 Bought Thu Oct 29 2026 21:30 ET

Stop (weekly close)86.60 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 146.12 -12.0%
Average down 2: buy 25% 101.88 -38.6%

Sell points

Sell 1: sell 25% of the holding 199.25 +20.0%around Wed Nov 01 2028 16:00 ET
Sell 2: sell 33% of the holding 298.88 +80.0%around Fri Nov 02 2029 16:00 ET
Sell 3: sell 50% of the holding 415.11 +150.0%around Thu Oct 09 2031 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Thu Oct 29 2026 21:30 ET at 166.04
Max hold sell what is left by Thu Nov 06 2031 16:00 ET
Reviews Tue Feb 02 2027, Tue May 04 2027, Wed Aug 04 2027, Tue Nov 02 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Thu Oct 29 2026 21:30 ET Entry: bought 50% of the full size at 166.04
Thu Oct 29 2026 21:30 ET Plan issued at 166.04

fundamentals 75/100 (strong); 23% under its 5 year high; 1.12x the 200 day average; 1y +17% vs SPY; trend +1% a year

Technical report Fundamentals report

AMD

Advanced Micro Devices, Inc. long hold 84

WAIT FOR ENTRYACCUMULATE

Price 504.80 · fundamentals 81/100 · cap 834.10B · 23% under its 5y high · 1.23x the 200 day · 1y vs SPY +72%

Now: Buy 50% of the full size in the zone 398.17 to 451.54 by Wed Dec 30 2026 16:00 ET; skip the trade if it is not reached by then.

Entry: buy 50%398.17 – 451.54 Buy byWed Dec 30 2026 16:00 ET

Stop (weekly close)291.69 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 397.35 -12.0%
Average down 2: buy 25% 343.17 -24.0%

Sell points

Sell 1: sell 25% of the holding 658.52 +45.8%around Thu Dec 16 2027 16:00 ET
Sell 2: sell 33% of the holding 856.08 +89.6%around Thu Sep 28 2028 16:00 ET
Sell 3: sell 50% of the holding 1,155.70 +155.9%around Tue Aug 21 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 30 2026 21:30 ET at 504.80
Max hold sell what is left by Fri Nov 07 2031 16:00 ET
Reviews Wed Feb 03 2027, Wed May 05 2027, Thu Aug 05 2027, Wed Nov 03 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (1)

Fri Oct 30 2026 21:30 ET Plan issued at 504.80

fundamentals 81/100 (strong); 23% under its 5 year high; 1.23x the 200 day average; 1y +72% vs SPY; trend +53% a year

Technical report Fundamentals report

SNDK

Sandisk Corporation long hold 83

HOLDBUY

Price 1,150.89 · fundamentals 91/100 · cap 169.80B · 51% under its 5y high · 0.91x the 200 day · 1y vs SPY +407%

Now: Holding 50% of the full size at an average 1,238.03; next: sell 25% of the holding at 1,980.85 (Sell 1, around Tue Mar 21 2028); stop 799.77 on a weekly close.

Entry: buy 50%1,151.37 – 1,238.03 Bought Fri Oct 23 2026 21:30 ET

Stop (weekly close)799.77 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 1,089.47 -12.0%
Average down 2: buy 25% 940.90 -24.0%

Sell points

Sell 1: sell 25% of the holding 1,980.85 +60.0%around Tue Mar 21 2028 16:00 ET
Sell 2: sell 33% of the holding 2,575.10 +108.0%around Fri Dec 29 2028 16:00 ET
Sell 3: sell 50% of the holding 3,476.39 +180.8%around Wed Nov 21 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 1,238.03
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 1,238.03
Fri Oct 23 2026 21:30 ET Plan issued at 1,238.03

fundamentals 91/100 (strong); 51% under its 5 year high; 0.91x the 200 day average; 1y +407% vs SPY; trend +1760% a year

Technical report Fundamentals report

Still open from earlier lists

Plans that were bought while the stock was in the top 10. They stay here, with their sell points and warnings, until they close.

FCX

Freeport-McMoRan Inc. long hold 80

HOLDBUY

Price 62.47 · fundamentals 81/100 · cap 90.03B · 22% under its 5y high · 0.96x the 200 day · 1y vs SPY +34%

Now: Holding 50% of the full size at an average 65.18; next: sell 25% of the holding at 80.07 (Sell 1, around Fri Dec 03 2027); stop 42.11 on a weekly close.

Entry: buy 50%60.62 – 65.18 Bought Fri Oct 23 2026 21:30 ET

Stop (weekly close)42.11 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 57.36 -12.0%
Average down 2: buy 25% 49.54 -24.0%

Sell points

Sell 1: sell 25% of the holding 80.07 +22.8%around Fri Dec 03 2027 16:00 ET
Sell 2: sell 33% of the holding 117.32 +80.0%around Mon Oct 29 2029 16:00 ET
Sell 3: sell 50% of the holding 162.95 +150.0%around Fri Oct 03 2031 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 65.18
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 65.18
Fri Oct 23 2026 21:30 ET Plan issued at 65.18

fundamentals 81/100 (strong); 22% under its 5 year high; 0.96x the 200 day average; 1y +34% vs SPY; trend +20% a year

Technical report Fundamentals report

ADI

Analog Devices, Inc. long hold 80

HOLDBUY

Price 417.11 · fundamentals 77/100 · cap 201.28B · 6% under its 5y high · 1.13x the 200 day · 1y vs SPY +62%

Now: Holding 50% of the full size at an average 391.07; next: sell 25% of the holding at 472.44 (Sell 1, around Thu Jul 01 2027); stop 252.63 on a weekly close.

Entry: buy 50%363.70 – 391.07 Bought Fri Oct 23 2026 21:30 ET

Stop (weekly close)252.63 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 344.14 -12.0%
Average down 2: buy 25% 297.21 -24.0%

Sell points

Sell 1: sell 25% of the holding 472.44 +20.8%around Thu Jul 01 2027 16:00 ET
Sell 2: sell 33% of the holding 703.93 +80.0%around Mon Dec 04 2028 16:00 ET
Sell 3: sell 50% of the holding 977.68 +150.0%around Mon Feb 11 2030 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 391.07
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 391.07
Fri Oct 23 2026 21:30 ET Plan issued at 391.07

fundamentals 77/100 (strong); 6% under its 5 year high; 1.13x the 200 day average; 1y +62% vs SPY; trend +32% a year

Technical report Fundamentals report

AMZN

Amazon.com, Inc. long hold 77

HOLDBUY

Price 240.35 · fundamentals 80/100 · cap 2.58T · 16% under its 5y high · 0.99x the 200 day · 1y vs SPY -6%

Now: Holding 50% of the full size at an average 248.00; next: sell 25% of the holding at 331.72 (Sell 1, around Thu Jul 06 2028); stop 139.92 on a weekly close.

Entry: buy 50%230.64 – 248.00 Bought Fri Oct 23 2026 21:30 ET

Stop (weekly close)139.92 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 199.92 -19.4%
Average down 2: buy 25% 164.61 -33.6%

Sell points

Sell 1: sell 25% of the holding 331.72 +33.8%around Thu Jul 06 2028 16:00 ET
Sell 2: sell 33% of the holding 446.40 +80.0%around Mon Oct 29 2029 16:00 ET
Sell 3: sell 50% of the holding 620.00 +150.0%around Fri Oct 03 2031 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Fri Oct 23 2026 21:30 ET at 248.00
Max hold sell what is left by Fri Oct 31 2031 16:00 ET
Reviews Wed Jan 27 2027, Wed Apr 28 2027, Thu Jul 29 2027, Wed Oct 27 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Fri Oct 23 2026 21:30 ET Entry: bought 50% of the full size at 248.00
Fri Oct 23 2026 21:30 ET Plan issued at 248.00

fundamentals 80/100 (strong); 16% under its 5 year high; 0.99x the 200 day average; 1y -6% vs SPY; trend +18% a year

Technical report Fundamentals report

GOOG

Alphabet Inc long hold 74

TRIMBUY

Price 278.22 · fundamentals 81/100 · cap 3.89T · 31% under its 5y high · 0.82x the 200 day · 1y vs SPY -9%

Now: Holding 50% of the full size at an average 316.83. Take some profit: sell about a third of what you hold now (see the warnings).

Entry: buy 50%294.65 – 316.83 Bought Wed Oct 28 2026 21:30 ET

Stop (weekly close)201.61 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 269.54 -14.9%
Average down 2: buy 25% 237.19 -25.1%

Sell points

Sell 1: sell 25% of the holding 422.36 +33.3%around Thu Sep 09 2027 16:00 ET
Sell 2: sell 33% of the holding 570.29 +80.0%around Tue Aug 01 2028 16:00 ET
Sell 3: sell 50% of the holding 792.07 +150.0%around Wed Jul 25 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Wed Oct 28 2026 21:30 ET at 316.83
Max hold sell what is left by Wed Nov 05 2031 16:00 ET
Reviews Mon Feb 01 2027, Mon May 03 2027, Tue Aug 03 2027, Mon Nov 01 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Sell warnings

TRIM Two weekly closes under the 50 week average: the long trend is turning down since Fri Oct 30 2026 16:00 ET
WATCH 50 day average crossed under the 200 day average (death cross) since Fri Oct 30 2026 16:00 ET

Plan history (4)

Fri Oct 30 2026 16:00 ET WATCH: 50 day average crossed under the 200 day average (death cross)
Fri Oct 30 2026 16:00 ET TRIM: Two weekly closes under the 50 week average: the long trend is turning down
Wed Oct 28 2026 21:30 ET Entry: bought 50% of the full size at 316.83
Wed Oct 28 2026 21:30 ET Plan issued at 316.83

fundamentals 81/100 (strong); 31% under its 5 year high; 0.82x the 200 day average; 1y -9% vs SPY; trend +44% a year

Technical report Fundamentals report

STX

Seagate Technology Holdings plc long hold 82

HOLDBUY

Price 644.58 · fundamentals 87/100 · cap 150.67B · 44% under its 5y high · 0.93x the 200 day · 1y vs SPY +120%

Now: Holding 50% of the full size at an average 697.97; next: sell 25% of the holding at 1,116.75 (Sell 1, around Mon Mar 27 2028); stop 450.89 on a weekly close.

Entry: buy 50%649.11 – 697.97 Bought Thu Oct 29 2026 21:30 ET

Stop (weekly close)450.89 a weekly close (the week's last trading day, 16:00 ET) under it sells everything: the thesis is broken

Average down (only before Sell 1)

Average down 1: buy 25% 614.21 -12.0%
Average down 2: buy 25% 530.46 -24.0%

Sell points

Sell 1: sell 25% of the holding 1,116.75 +60.0%around Mon Mar 27 2028 16:00 ET
Sell 2: sell 33% of the holding 1,451.78 +108.0%around Fri Jan 05 2029 16:00 ET
Sell 3: sell 50% of the holding 1,959.90 +180.8%around Wed Nov 28 2029 16:00 ET

The last quarter rides until a SELL warning (2 weekly closes under the 50 week average after Sell 1, 1.8x the 200 day average, broken fundamentals) or the max hold.

Issued Thu Oct 29 2026 21:30 ET at 697.97
Max hold sell what is left by Thu Nov 06 2031 16:00 ET
Reviews Tue Feb 02 2027, Tue May 04 2027, Wed Aug 04 2027, Tue Nov 02 2027
Review the company after each quarterly report: the fundamentals score is checked every run.

Plan history (2)

Thu Oct 29 2026 21:30 ET Entry: bought 50% of the full size at 697.97
Thu Oct 29 2026 21:30 ET Plan issued at 697.97

fundamentals 87/100 (strong); 44% under its 5 year high; 0.93x the 200 day average; 1y +120% vs SPY; trend +150% a year

Technical report Fundamentals report

Closed plans


MRVL	Oct 27 2026 21:30 ET	Oct 28 2026 21:30 ET	CANCELLED	–	Cancelled: no longer in the top 10 before the entry

Every analyzed stock


MU	90	ACCUMULATE	884.74	95	1.00T	-29.5%	1.18	4.3	+251.7%	51.3	+140.0%
Why: fundamentals 95/100 (strong); 29% under its 5 year high; 1.18x the 200 day average; 1y +252% vs SPY; trend +140% a year
NVDA	90	BUY	204.64	90	4.97T	-15.9%	1.00	12.9	-10.8%	46.7	+56.0%
Why: fundamentals 90/100 (strong); 16% under its 5 year high; 1.00x the 200 day average; 1y -11% vs SPY; trend +56% a year
APH	86	BUY	79.30	80	192.86B	-11.8%	1.05	23.5	+2.8%	51.4	+61.6%
Why: fundamentals 80/100 (strong); 12% under its 5 year high; 1.05x the 200 day average; 1y +3% vs SPY; trend +62% a year
BNY	86	BUY	147.11	80	99.07B	-10.9%	1.06	14.1	+25.9%	52.6	+54.7%
Why: fundamentals 80/100 (strong); 11% under its 5 year high; 1.06x the 200 day average; 1y +26% vs SPY; trend +55% a year
NEM	86	BUY	106.61	91	109.80B	-21.0%	0.95	10.6	+21.5%	45.8	+64.2%
Why: fundamentals 91/100 (strong); 21% under its 5 year high; 0.95x the 200 day average; 1y +22% vs SPY; trend +64% a year
ANET	84	BUY	168.86	79	214.29B	-22.3%	1.02	32.5	-6.2%	46.1	+48.3%
Why: fundamentals 79/100 (strong); 22% under its 5 year high; 1.02x the 200 day average; 1y -6% vs SPY; trend +48% a year
CVS	84	BUY	90.25	72	116.55B	-17.4%	1.03	10.7	+3.9%	49.3	+18.8%
Why: fundamentals 72/100 (strong); 17% under its 5 year high; 1.03x the 200 day average; 1y +4% vs SPY; trend +19% a year
MRVL	84	BUY	196.40	84	213.59B	-40.4%	1.07	33.5	+96.4%	46.0	+49.6%
Why: fundamentals 84/100 (strong); 40% under its 5 year high; 1.07x the 200 day average; 1y +96% vs SPY; trend +50% a year
ABNB	84	BUY	164.39	75	101.09B	-22.7%	1.12	26.9	+17.0%	53.8	+1.2%
Why: fundamentals 75/100 (strong); 23% under its 5 year high; 1.12x the 200 day average; 1y +17% vs SPY; trend +1% a year
AMD	84	ACCUMULATE	504.80	81	834.10B	-23.3%	1.23	32.1	+71.9%	52.5	+53.0%
Why: fundamentals 81/100 (strong); 23% under its 5 year high; 1.23x the 200 day average; 1y +72% vs SPY; trend +53% a year
SNDK	83	BUY	1,150.89	91	169.80B	-51.1%	0.91	4.3	+406.8%	43.4	+1759.6%
Why: fundamentals 91/100 (strong); 51% under its 5 year high; 0.91x the 200 day average; 1y +407% vs SPY; trend +1760% a year
COF	83	WATCH	204.85	88	122.37B	-20.2%	1.02	8.5	-14.4%	50.8	+24.3%
Why: fundamentals 88/100 (strong); 20% under its 5 year high; 1.02x the 200 day average; 1y -14% vs SPY; trend +24% a year
RTX	83	BUY	199.80	70	262.60B	-11.8%	1.03	24.0	+3.5%	53.7	+41.2%
Why: fundamentals 70/100 (strong); 12% under its 5 year high; 1.03x the 200 day average; 1y +3% vs SPY; trend +41% a year
VLO	82	ACCUMULATE	399.66	85	111.53B	-13.4%	1.40	7.3	+115.2%	64.4	+38.4%
Why: fundamentals 85/100 (strong); 13% under its 5 year high; 1.40x the 200 day average; 1y +115% vs SPY; trend +38% a year
CSCO	82	BUY	104.51	68	439.13B	-19.2%	1.04	20.1	+34.3%	47.9	+41.0%
Why: fundamentals 68/100 (fair); 19% under its 5 year high; 1.04x the 200 day average; 1y +34% vs SPY; trend +41% a year
AMAT	82	BUY	390.09	87	309.96B	-47.2%	0.88	21.0	+49.7%	41.5	+45.9%
Why: fundamentals 87/100 (strong); 47% under its 5 year high; 0.88x the 200 day average; 1y +50% vs SPY; trend +46% a year
STX	82	BUY	644.58	87	150.67B	-43.6%	0.93	10.1	+119.7%	43.2	+150.4%
Why: fundamentals 87/100 (strong); 44% under its 5 year high; 0.93x the 200 day average; 1y +120% vs SPY; trend +150% a year
ADI	80	BUY	417.11	77	201.28B	-6.2%	1.13	25.2	+61.7%	60.5	+32.4%
Why: fundamentals 77/100 (strong); 6% under its 5 year high; 1.13x the 200 day average; 1y +62% vs SPY; trend +32% a year
COP	80	ACCUMULATE	154.03	89	177.75B	-0.2%	1.28	14.0	+62.3%	71.2	+3.7%
Why: fundamentals 89/100 (strong); at its 5 year high; 1.28x the 200 day average; 1y +62% vs SPY; trend +4% a year
JPM	80	BUY	337.04	76	892.59B	-7.6%	1.05	13.1	+1.2%	52.6	+33.3%
Why: fundamentals 76/100 (strong); 8% under its 5 year high; 1.05x the 200 day average; 1y +1% vs SPY; trend +33% a year
LRCX	80	BUY	239.11	84	297.38B	-45.4%	0.84	19.4	+34.5%	41.0	+73.0%
Why: fundamentals 84/100 (strong); 45% under its 5 year high; 0.84x the 200 day average; 1y +35% vs SPY; trend +73% a year
MS	80	BUY	184.30	79	293.55B	-19.7%	0.96	13.6	+4.0%	41.1	+45.2%
Why: fundamentals 79/100 (strong); 20% under its 5 year high; 0.96x the 200 day average; 1y +4% vs SPY; trend +45% a year
META	80	BUY	614.99	91	1.59T	-22.4%	0.97	17.5	-26.1%	47.1	+19.7%
Why: fundamentals 91/100 (strong); 22% under its 5 year high; 0.97x the 200 day average; 1y -26% vs SPY; trend +20% a year
GS	79	BUY	894.55	79	265.48B	-22.1%	0.94	12.2	+4.8%	39.3	+50.6%
Why: fundamentals 79/100 (strong); 22% under its 5 year high; 0.94x the 200 day average; 1y +5% vs SPY; trend +51% a year
KLAC	78	BUY	157.91	81	200.53B	-48.6%	0.87	22.6	+15.7%	42.9	+58.3%
Why: fundamentals 81/100 (strong); 49% under its 5 year high; 0.87x the 200 day average; 1y +16% vs SPY; trend +58% a year
USB	78	BUY	59.45	69	93.08B	-9.2%	1.04	10.2	+19.1%	52.7	+20.9%
Why: fundamentals 69/100 (fair); 9% under its 5 year high; 1.04x the 200 day average; 1y +19% vs SPY; trend +21% a year
FTNT	78	BUY	136.08	64	135.74B	-31.0%	1.06	49.0	+45.4%	44.9	+34.1%
Why: fundamentals 64/100 (fair); 31% under its 5 year high; 1.06x the 200 day average; 1y +45% vs SPY; trend +34% a year
CVX	78	ACCUMULATE	235.52	83	450.93B	-0.4%	1.23	14.7	+42.0%	72.0	+15.2%
Why: fundamentals 83/100 (strong); at its 5 year high; 1.23x the 200 day average; 1y +42% vs SPY; trend +15% a year
GEV	78	BUY	857.87	71	238.39B	-28.2%	0.91	36.5	+33.9%	43.2	+128.0%
Why: fundamentals 71/100 (strong); 28% under its 5 year high; 0.91x the 200 day average; 1y +34% vs SPY; trend +128% a year; At risk: Altman Z'' under 1.1 (0.08); warning signs: Current ratio under 1
MSFT	78	ACCUMULATE	521.91	83	3.88T	-5.3%	1.19	21.6	-12.6%	63.4	+6.7%
Why: fundamentals 83/100 (strong); 5% under its 5 year high; 1.19x the 200 day average; 1y -13% vs SPY; trend +7% a year
PGR	78	BUY	231.28	63	131.10B	-15.8%	1.11	13.9	+6.6%	61.7	+7.7%
Why: fundamentals 63/100 (fair); 16% under its 5 year high; 1.11x the 200 day average; 1y +7% vs SPY; trend +8% a year
WDC	78	BUY	366.11	79	142.57B	-54.2%	0.87	9.4	+133.5%	44.1	+165.3%
Why: fundamentals 79/100 (strong); 54% under its 5 year high; 0.87x the 200 day average; 1y +133% vs SPY; trend +165% a year
C	77	BUY	122.64	75	205.80B	-16.7%	0.97	9.6	+13.7%	44.4	+50.0%
Why: fundamentals 75/100 (strong); 17% under its 5 year high; 0.97x the 200 day average; 1y +14% vs SPY; trend +50% a year
ICE	77	BUY	168.85	71	94.36B	-9.4%	1.10	18.9	+2.2%	63.5	+8.7%
Why: fundamentals 71/100 (strong); 9% under its 5 year high; 1.10x the 200 day average; 1y +2% vs SPY; trend +9% a year
AMZN	77	BUY	240.35	80	2.58T	-16.3%	0.99	22.9	-6.1%	45.5	+18.3%
Why: fundamentals 80/100 (strong); 16% under its 5 year high; 0.99x the 200 day average; 1y -6% vs SPY; trend +18% a year
TXN	77	ACCUMULATE	300.84	76	275.82B	-9.0%	1.17	26.2	+74.1%	60.9	+20.4%
Why: fundamentals 76/100 (strong); 9% under its 5 year high; 1.17x the 200 day average; 1y +74% vs SPY; trend +20% a year
DELL	76	AVOID	424.30	67	319.15B	-28.7%	1.28	16.2	+135.8%	50.0	+64.3%
Why: fundamentals 67/100 (toxic); 29% under its 5 year high; 1.28x the 200 day average; 1y +136% vs SPY; trend +64% a year
GLW	76	BUY	123.31	75	108.79B	-54.5%	0.79	28.7	+24.0%	40.2	+98.7%
Why: fundamentals 75/100 (strong); 55% under its 5 year high; 0.79x the 200 day average; 1y +24% vs SPY; trend +99% a year
UNH	76	BUY	406.97	67	368.36B	-32.3%	1.13	17.5	+5.8%	58.9	-15.6%
Why: fundamentals 67/100 (fair); 32% under its 5 year high; 1.13x the 200 day average; 1y +6% vs SPY; trend -16% a year
DIS	75	BUY	110.94	72	190.33B	-36.2%	1.08	14.7	-8.1%	58.0	+4.0%
Why: fundamentals 72/100 (strong); 36% under its 5 year high; 1.08x the 200 day average; 1y -8% vs SPY; trend +4% a year
MNST	75	BUY	47.34	66	92.74B	-5.6%	1.10	36.2	+28.0%	59.5	+23.8%
Why: fundamentals 66/100 (fair); 6% under its 5 year high; 1.10x the 200 day average; 1y +28% vs SPY; trend +24% a year
PLTR	75	ACCUMULATE	184.11	76	447.57B	-13.5%	1.20	79.2	-16.7%	55.8	+148.8%
Why: fundamentals 76/100 (strong); 14% under its 5 year high; 1.20x the 200 day average; 1y -17% vs SPY; trend +149% a year
ARM	74	BUY	205.97	73	219.98B	-54.5%	0.90	68.2	+8.8%	42.4	+40.1%
Why: fundamentals 73/100 (strong); 55% under its 5 year high; 0.90x the 200 day average; 1y +9% vs SPY; trend +40% a year
BMY	74	BUY	62.48	65	125.73B	-8.5%	1.06	9.3	+37.9%	56.3	+13.0%
Why: fundamentals 65/100 (fair); 8% under its 5 year high; 1.06x the 200 day average; 1y +38% vs SPY; trend +13% a year
WELL	74	BUY	234.60	65	163.41B	-7.7%	1.08	69.9	+21.1%	56.8	+47.5%
Why: fundamentals 65/100 (fair); 8% under its 5 year high; 1.08x the 200 day average; 1y +21% vs SPY; trend +47% a year
WFC	74	WATCH	83.40	70	248.12B	-13.3%	1.00	10.3	-10.8%	49.0	+27.0%
Why: fundamentals 70/100 (strong); 13% under its 5 year high; 1.00x the 200 day average; 1y -11% vs SPY; trend +27% a year; At risk: warning signs: Current ratio under 1, Debt above the market cap
COST	74	BUY	1,012.28	59	439.64B	-7.4%	1.05	39.6	+0.6%	62.1	+13.9%
Why: fundamentals 59/100 (fair); 7% under its 5 year high; 1.05x the 200 day average; 1y +1% vs SPY; trend +14% a year
GOOG	74	BUY	278.22	81	3.89T	-31.1%	0.82	20.7	-8.8%	32.8	+44.0%
Why: fundamentals 81/100 (strong); 31% under its 5 year high; 0.82x the 200 day average; 1y -9% vs SPY; trend +44% a year
GOOGL	74	BUY	279.84	81	3.91T	-31.4%	0.82	20.9	-8.0%	33.1	+45.0%
Why: fundamentals 81/100 (strong); 31% under its 5 year high; 0.82x the 200 day average; 1y -8% vs SPY; trend +45% a year
UNP	74	BUY	304.00	63	178.20B	-3.3%	1.13	20.8	+29.1%	63.6	+7.7%
Why: fundamentals 63/100 (fair); 3% under its 5 year high; 1.13x the 200 day average; 1y +29% vs SPY; trend +8% a year
JNJ	73	BUY	273.20	62	646.92B	-3.1%	1.11	23.2	+34.7%	60.9	+26.7%
Why: fundamentals 62/100 (fair); 3% under its 5 year high; 1.11x the 200 day average; 1y +35% vs SPY; trend +27% a year
XOM	73	ACCUMULATE	187.25	74	739.77B	-0.7%	1.22	14.7	+48.9%	71.6	+19.0%
Why: fundamentals 74/100 (strong); at its 5 year high; 1.22x the 200 day average; 1y +49% vs SPY; trend +19% a year
BRK-B	72	BUY	542.49	67	1.16T	-1.4%	1.09	24.3	+2.6%	68.1	+10.9%
Why: fundamentals 67/100 (fair); at its 5 year high; 1.09x the 200 day average; 1y +3% vs SPY; trend +11% a year
VZ	72	BUY	44.73	65	182.52B	-12.1%	0.98	8.3	+6.8%	48.0	+14.0%
Why: fundamentals 65/100 (fair); 12% under its 5 year high; 0.98x the 200 day average; 1y +7% vs SPY; trend +14% a year; At risk: warning signs: Current ratio under 1, Debt above the market cap
AVGO	72	WATCH	326.08	84	1.63T	-33.9%	0.89	17.7	-23.4%	40.9	+66.2%
Why: fundamentals 84/100 (strong); 34% under its 5 year high; 0.89x the 200 day average; 1y -23% vs SPY; trend +66% a year
PSX	72	ACCUMULATE	282.83	78	107.15B	-5.5%	1.43	8.7	+89.9%	72.4	+20.8%
Why: fundamentals 78/100 (strong); 6% under its 5 year high; 1.43x the 200 day average; 1y +90% vs SPY; trend +21% a year
SBUX	71	AVOID	103.67	55	117.47B	-8.2%	1.05	32.6	+13.7%	55.5	+5.8%
Why: fundamentals 55/100 (toxic); 8% under its 5 year high; 1.05x the 200 day average; 1y +14% vs SPY; trend +6% a year
CSX	71	BUY	51.99	64	96.35B	-2.7%	1.14	22.3	+34.2%	65.5	+14.5%
Why: fundamentals 64/100 (fair); at its 5 year high; 1.14x the 200 day average; 1y +34% vs SPY; trend +15% a year
TJX	70	BUY	140.31	63	154.22B	-17.2%	0.93	24.4	-9.8%	46.1	+22.3%
Why: fundamentals 63/100 (fair); 17% under its 5 year high; 0.93x the 200 day average; 1y -10% vs SPY; trend +22% a year
ADP	70	ACCUMULATE	293.84	62	116.15B	-7.4%	1.23	21.9	+4.2%	64.2	+2.4%
Why: fundamentals 62/100 (fair); 7% under its 5 year high; 1.23x the 200 day average; 1y +4% vs SPY; trend +2% a year
EMR	70	BUY	164.94	56	92.75B	-3.7%	1.13	22.8	+10.5%	64.1	+19.8%
Why: fundamentals 56/100 (fair); 4% under its 5 year high; 1.13x the 200 day average; 1y +11% vs SPY; trend +20% a year
MRSH	70	BUY	200.62	61	90.67B	-16.6%	1.14	16.6	+2.5%	65.3	-4.7%
Why: fundamentals 61/100 (fair); 17% under its 5 year high; 1.14x the 200 day average; 1y +2% vs SPY; trend -5% a year
UPS	70	BUY	108.25	63	90.26B	-41.6%	1.06	13.2	+6.6%	58.6	-10.5%
Why: fundamentals 63/100 (fair); 42% under its 5 year high; 1.06x the 200 day average; 1y +7% vs SPY; trend -10% a year
ABBV	69	AVOID	294.89	67	506.08B	-1.3%	1.26	17.6	+21.4%	74.1	+22.4%
Why: fundamentals 67/100 (toxic); at its 5 year high; 1.26x the 200 day average; 1y +21% vs SPY; trend +22% a year
WM	69	BUY	233.45	50	94.26B	-5.1%	1.04	26.1	+8.1%	57.7	+7.9%
Why: fundamentals 50/100 (fair); 5% under its 5 year high; 1.04x the 200 day average; 1y +8% vs SPY; trend +8% a year
SCHW	69	WATCH	88.05	90	154.43B	-23.1%	0.91	11.3	-15.2%	34.2	+21.8%
Why: fundamentals 90/100 (strong); 23% under its 5 year high; 0.91x the 200 day average; 1y -15% vs SPY; trend +22% a year
MA	68	ACCUMULATE	638.01	65	534.23B	-1.0%	1.19	26.4	+4.2%	71.0	+10.3%
Why: fundamentals 65/100 (fair); at its 5 year high; 1.19x the 200 day average; 1y +4% vs SPY; trend +10% a year
MPC	68	WATCH	444.73	71	122.43B	-10.0%	1.54	7.5	+107.9%	70.0	+29.3%
Why: fundamentals 71/100 (strong); 10% under its 5 year high; 1.54x the 200 day average; 1y +108% vs SPY; trend +29% a year
WMB	68	BUY	74.35	49	90.62B	-5.8%	1.04	28.2	+21.0%	55.4	+36.6%
Why: fundamentals 49/100 (weak); 6% under its 5 year high; 1.04x the 200 day average; 1y +21% vs SPY; trend +37% a year; At risk: Altman Z'' under 1.1 (-0.14); warning signs: Current ratio under 1
WMT	68	BUY	123.51	49	946.65B	-8.4%	1.05	37.0	+9.4%	61.0	+35.7%
Why: fundamentals 49/100 (weak); 8% under its 5 year high; 1.05x the 200 day average; 1y +9% vs SPY; trend +36% a year
DHR	68	ACCUMULATE	232.23	64	163.22B	-19.0%	1.16	24.9	-1.6%	63.1	-7.3%
Why: fundamentals 64/100 (fair); 19% under its 5 year high; 1.16x the 200 day average; 1y -2% vs SPY; trend -7% a year
V	68	ACCUMULATE	413.59	64	750.29B	-0.8%	1.21	23.5	+9.9%	73.4	+13.3%
Why: fundamentals 64/100 (fair); at its 5 year high; 1.21x the 200 day average; 1y +10% vs SPY; trend +13% a year
CRWD	68	ACCUMULATE	250.43	55	274.44B	-12.7%	1.50	167.2	+65.2%	61.1	+47.3%
Why: fundamentals 55/100 (fair); 13% under its 5 year high; 1.50x the 200 day average; 1y +65% vs SPY; trend +47% a year
LLY	68	ACCUMULATE	1,417.54	69	1.21T	-2.2%	1.30	27.0	+57.8%	71.6	+20.3%
Why: fundamentals 69/100 (fair); at its 5 year high; 1.30x the 200 day average; 1y +58% vs SPY; trend +20% a year
SYK	68	WATCH	291.86	75	115.62B	-26.9%	0.91	18.1	-28.2%	43.7	+0.7%
Why: fundamentals 75/100 (strong); 27% under its 5 year high; 0.91x the 200 day average; 1y -28% vs SPY; trend +1% a year
AAPL	66	ACCUMULATE	344.63	61	5.07T	-2.0%	1.16	36.3	+15.4%	65.2	+21.8%
Why: fundamentals 61/100 (fair); at its 5 year high; 1.16x the 200 day average; 1y +15% vs SPY; trend +22% a year
DUK	66	BUY	127.39	51	97.31B	-3.6%	1.04	17.4	-4.5%	59.0	+15.0%
Why: fundamentals 51/100 (fair); 4% under its 5 year high; 1.04x the 200 day average; 1y -5% vs SPY; trend +15% a year; At risk: Altman Z'' under 1.1 (0.59); warning signs: Current ratio under 1
PM	66	ACCUMULATE	208.79	61	315.81B	-2.6%	1.16	22.3	+32.5%	66.5	+37.7%
Why: fundamentals 61/100 (fair); at its 5 year high; 1.16x the 200 day average; 1y +33% vs SPY; trend +38% a year; At risk: Negative shareholders' equity (liabilities exceed assets)
TMO	66	ACCUMULATE	697.00	61	256.24B	-2.1%	1.27	25.0	+12.7%	70.5	+0.6%
Why: fundamentals 61/100 (fair); at its 5 year high; 1.27x the 200 day average; 1y +13% vs SPY; trend +1% a year
BAC	66	WATCH	50.01	72	350.84B	-22.9%	0.92	9.9	-12.6%	35.0	+25.6%
Why: fundamentals 72/100 (strong); 23% under its 5 year high; 0.92x the 200 day average; 1y -13% vs SPY; trend +26% a year; At risk: warning signs: Current ratio under 1, Debt above the market cap
NET	66	BUY	280.70	40	116.72B	-24.2%	1.13	195.7	+11.1%	49.8	+69.4%
Why: fundamentals 40/100 (weak); 24% under its 5 year high; 1.13x the 200 day average; 1y +11% vs SPY; trend +69% a year
PFE	66	ACCUMULATE	30.52	60	169.85B	-36.1%	1.16	10.3	+21.0%	71.0	+3.6%
Why: fundamentals 60/100 (fair); 36% under its 5 year high; 1.16x the 200 day average; 1y +21% vs SPY; trend +4% a year
INTC	66	BUY	65.76	61	347.35B	-53.8%	0.76	29.8	+43.1%	38.4	+43.7%
Why: fundamentals 61/100 (fair); 54% under its 5 year high; 0.76x the 200 day average; 1y +43% vs SPY; trend +44% a year
ISRG	66	WATCH	432.01	75	154.56B	-29.9%	1.00	35.8	-27.7%	53.8	+6.0%
Why: fundamentals 75/100 (strong); 30% under its 5 year high; 1.00x the 200 day average; 1y -28% vs SPY; trend +6% a year
SO	66	BUY	93.71	49	106.58B	-4.8%	1.02	18.8	-6.8%	57.1	+14.1%
Why: fundamentals 49/100 (weak); 5% under its 5 year high; 1.02x the 200 day average; 1y -7% vs SPY; trend +14% a year; At risk: Altman Z'' under 1.1 (0.87); warning signs: Current ratio under 1
AXP	64	WATCH	319.11	72	209.82B	-16.7%	0.98	15.5	-18.9%	48.0	+24.5%
Why: fundamentals 72/100 (strong); 17% under its 5 year high; 0.98x the 200 day average; 1y -19% vs SPY; trend +24% a year
SNOW	64	ACCUMULATE	306.08	42	119.04B	-24.4%	1.28	111.6	+2.1%	54.5	+22.4%
Why: fundamentals 42/100 (weak); 24% under its 5 year high; 1.28x the 200 day average; 1y +2% vs SPY; trend +22% a year; At risk: Altman Z'' under 1.1 (-4.69); warning signs: Current ratio under 1
ABT	64	BUY	106.20	60	178.40B	-21.9%	1.06	17.4	-21.3%	54.7	+0.7%
Why: fundamentals 60/100 (fair); 22% under its 5 year high; 1.06x the 200 day average; 1y -21% vs SPY; trend +1% a year
BKNG	64	WATCH	148.13	82	112.81B	-35.9%	0.84	12.2	-33.7%	35.1	+12.4%
Why: fundamentals 82/100 (strong); 36% under its 5 year high; 0.84x the 200 day average; 1y -34% vs SPY; trend +12% a year; At risk: Negative shareholders' equity (liabilities exceed assets)
KO	64	ACCUMULATE	94.08	55	392.31B	-1.4%	1.16	25.9	+27.2%	68.6	+16.9%
Why: fundamentals 55/100 (fair); at its 5 year high; 1.16x the 200 day average; 1y +27% vs SPY; trend +17% a year
PANW	64	ACCUMULATE	365.87	47	328.59B	-15.4%	1.36	82.7	+51.6%	56.4	+27.3%
Why: fundamentals 47/100 (weak); 15% under its 5 year high; 1.36x the 200 day average; 1y +52% vs SPY; trend +27% a year
PG	64	BUY	161.57	57	369.06B	-5.8%	1.10	21.5	+0.6%	70.4	-0.9%
Why: fundamentals 57/100 (fair); 6% under its 5 year high; 1.10x the 200 day average; 1y +1% vs SPY; trend -1% a year
PLD	63	BUY	127.98	49	122.58B	-15.9%	0.94	37.9	-3.8%	40.0	+9.4%
Why: fundamentals 49/100 (weak); 16% under its 5 year high; 0.94x the 200 day average; 1y -4% vs SPY; trend +9% a year
AMGN	63	ACCUMULATE	466.01	54	242.18B	-2.0%	1.25	18.3	+47.7%	68.3	+14.5%
Why: fundamentals 54/100 (fair); at its 5 year high; 1.25x the 200 day average; 1y +48% vs SPY; trend +14% a year
CAT	63	BUY	622.75	68	327.89B	-41.7%	0.77	21.9	-3.5%	29.8	+53.2%
Why: fundamentals 68/100 (fair); 42% under its 5 year high; 0.77x the 200 day average; 1y -3% vs SPY; trend +53% a year
CEG	63	WATCH	262.38	74	91.76B	-36.1%	0.94	19.4	-40.9%	47.0	+32.5%
Why: fundamentals 74/100 (strong); 36% under its 5 year high; 0.94x the 200 day average; 1y -41% vs SPY; trend +32% a year
QCOM	63	BUY	164.79	66	176.49B	-36.0%	0.98	16.2	-15.3%	46.6	+5.5%
Why: fundamentals 66/100 (fair); 36% under its 5 year high; 0.98x the 200 day average; 1y -15% vs SPY; trend +5% a year
T	63	WATCH	21.41	66	141.06B	-24.7%	0.88	8.1	-19.7%	40.8	+23.3%
Why: fundamentals 66/100 (fair); 25% under its 5 year high; 0.88x the 200 day average; 1y -20% vs SPY; trend +23% a year; At risk: Altman Z'' under 1.1 (0.88); warning signs: Current ratio under 1, Debt above the market cap
GE	62	WATCH	301.80	59	307.59B	-22.3%	0.94	31.9	-13.1%	43.2	+54.2%
Why: fundamentals 59/100 (fair); 22% under its 5 year high; 0.94x the 200 day average; 1y -13% vs SPY; trend +54% a year
TSLA	62	BUY	399.81	53	1.61T	-19.9%	1.04	199.4	-22.0%	55.9	+33.2%
Why: fundamentals 53/100 (fair); 20% under its 5 year high; 1.04x the 200 day average; 1y -22% vs SPY; trend +33% a year
IBM	62	BUY	257.81	52	236.52B	-21.9%	1.04	18.9	-22.8%	55.3	+21.8%
Why: fundamentals 52/100 (fair); 22% under its 5 year high; 1.04x the 200 day average; 1y -23% vs SPY; trend +22% a year
INTU	60	WATCH	341.09	89	91.15B	-57.4%	0.95	13.1	-52.6%	49.9	-18.7%
Why: fundamentals 89/100 (strong); 57% under its 5 year high; 0.95x the 200 day average; 1y -53% vs SPY; trend -19% a year
MO	60	ACCUMULATE	78.03	49	122.71B	-2.2%	1.16	12.5	+21.0%	66.3	+31.9%
Why: fundamentals 49/100 (weak); at its 5 year high; 1.16x the 200 day average; 1y +21% vs SPY; trend +32% a year; At risk: Negative shareholders' equity (liabilities exceed assets); warning signs: Current ratio under 1
MRK	60	ACCUMULATE	149.52	48	349.89B	-4.2%	1.19	15.4	+60.0%	65.7	+4.8%
Why: fundamentals 48/100 (weak); 4% under its 5 year high; 1.19x the 200 day average; 1y +60% vs SPY; trend +5% a year
NFLX	60	WATCH	62.08	80	256.73B	-53.7%	0.76	16.6	-49.2%	31.6	+19.5%
Why: fundamentals 80/100 (strong); 54% under its 5 year high; 0.76x the 200 day average; 1y -49% vs SPY; trend +20% a year
MCD	60	WATCH	258.12	60	176.54B	-23.0%	0.92	18.1	-21.2%	46.5	+2.7%
Why: fundamentals 60/100 (fair); 23% under its 5 year high; 0.92x the 200 day average; 1y -21% vs SPY; trend +3% a year; At risk: Negative shareholders' equity (liabilities exceed assets)
TMUS	60	WATCH	156.44	73	157.50B	-41.8%	0.84	10.5	-33.1%	39.4	+6.5%
Why: fundamentals 73/100 (strong); 42% under its 5 year high; 0.84x the 200 day average; 1y -33% vs SPY; trend +6% a year
CRM	58	WATCH	229.17	71	198.25B	-37.0%	1.16	15.0	-17.3%	55.1	-11.2%
Why: fundamentals 71/100 (strong); 37% under its 5 year high; 1.16x the 200 day average; 1y -17% vs SPY; trend -11% a year
UBER	57	WATCH	65.25	68	134.36B	-36.0%	0.89	14.8	-38.7%	38.4	+7.0%
Why: fundamentals 68/100 (fair); 36% under its 5 year high; 0.89x the 200 day average; 1y -39% vs SPY; trend +7% a year; At risk: Altman Z'' under 1.1 (0.78); warning signs: Current ratio under 1
NEE	56	WATCH	83.71	51	172.86B	-14.0%	0.97	18.8	-5.2%	50.8	+16.5%
Why: fundamentals 51/100 (fair); 14% under its 5 year high; 0.97x the 200 day average; 1y -5% vs SPY; trend +17% a year; At risk: Altman Z'' under 1.1 (0.73); warning signs: Current ratio under 1
LOW	56	AVOID	209.07	52	111.19B	-27.4%	0.94	15.3	-19.4%	50.2	+0.9%
Why: fundamentals 52/100 (toxic); 27% under its 5 year high; 0.94x the 200 day average; 1y -19% vs SPY; trend +1% a year
ADBE	54	WATCH	250.23	77	96.66B	-64.2%	1.00	9.0	-33.4%	49.0	-29.5%
Why: fundamentals 77/100 (strong); 64% under its 5 year high; 1.00x the 200 day average; 1y -33% vs SPY; trend -29% a year
HD	54	WATCH	329.20	53	317.76B	-21.1%	1.00	20.0	-19.4%	52.7	+0.5%
Why: fundamentals 53/100 (fair); 21% under its 5 year high; 1.00x the 200 day average; 1y -19% vs SPY; trend +0% a year
BX	54	WATCH	118.51	61	143.99B	-37.3%	0.97	15.9	-25.5%	45.9	+3.8%
Why: fundamentals 61/100 (fair); 37% under its 5 year high; 0.97x the 200 day average; 1y -25% vs SPY; trend +4% a year
ORCL	54	WATCH	130.67	64	394.69B	-61.6%	0.84	11.8	-56.7%	41.4	+16.4%
Why: fundamentals 64/100 (fair); 62% under its 5 year high; 0.84x the 200 day average; 1y -57% vs SPY; trend +16% a year
GILD	54	AVOID	170.68	35	197.25B	-2.8%	1.23	16.0	+32.8%	73.0	+36.8%
Why: fundamentals 35/100 (weak); at its 5 year high; 1.23x the 200 day average; 1y +33% vs SPY; trend +37% a year
PEP	52	WATCH	137.34	50	181.93B	-21.2%	0.96	15.6	-12.0%	49.7	-4.1%
Why: fundamentals 50/100 (fair); 21% under its 5 year high; 0.96x the 200 day average; 1y -12% vs SPY; trend -4% a year
NOW	48	WATCH	105.12	60	160.04B	-56.1%	0.91	30.9	-48.1%	42.1	-9.2%
Why: fundamentals 60/100 (fair); 56% under its 5 year high; 0.91x the 200 day average; 1y -48% vs SPY; trend -9% a year; At risk: Altman Z'' under 1.1 (1.04); warning signs: Current ratio under 1
BA	47	WATCH	171.55	54	132.92B	-35.9%	0.79	53.4	-27.7%	30.4	+6.0%
Why: fundamentals 54/100 (fair); 36% under its 5 year high; 0.79x the 200 day average; 1y -28% vs SPY; trend +6% a year

Not analyzed: SPCX (only 98 daily bars, need at least 300)

FAM long hold score 0-100: company fundamentals 50 (profitability, valuation, financial health, growth, analyst view), value 20 (under the 5 year high, price against the 200 day average), health 30 (200 day and 50 week averages, weekly RSI, a year vs SPY, trend line). Rating: BUY (accumulate now), ACCUMULATE (a good company, but stretched: the zone waits near the 200 day average), WATCH (limited data, overheated, a downtrend or a low score), AVOID (weak fundamentals or a toxic asset). Open the fundamentals report of a stock for every check. Warnings: SELL sells what is left now, TRIM takes some profit, WATCH is a heads up. After a stop or a sell signal a stock sits out for 14 days. Not financial advice.

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