Here is what I'm thinking...
WB, BUD, Z and MAYBE...not sure yet HRB (tax season may give lift). I'm sidelined because I've been too busy to look at stocks and nothing looks sexy... I was considering MJ stocks but their P/E is unknown....CAN NTRUST was on my map....wish I woulda jumped on it 2 weeks ago, but again, very speculative in MJ stocks...their valuation is whacky such as CRON, TLRY, and APHA...but peeps keep buying...
Also, NWL just got slaughtered on earnings...Thi s may allow for a dead-cat bounce after the 3 days. My company competes with NWL and we got slaughtered too and it bounced back 10%.
I'm thinking of buying PUTS on EXAS because their growth rate is unsustainable. ..Last year they grew 70%...can they keep growing at that rate...I don't believe so...Whatever happens, I think they are going to get a trim...maybe 10%.
Another PUT is FIT but it's highly speculative given they may have had a great Q4...I use to be a bull but the CEO is an idiot...wished I had bought DXCM instead...inst ead of making like 12k...the return would have been like 5-10x of FIT return. Lack of diversificatio n and falling in love with a product I use.