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@JayApted "This is great news for Leidos $LDOS which has a big presence in Huntsville. A lot of that comes from the 2020 acquisition of Huntsville-based Dynetics by Leidos"
X Link @JayApted 2025-09-03T01:29Z 2961 followers, XXX engagements

"Selling covered calls on $ASTS was one of my biggest screw-ups in recent memory. I could have totally cleaned up on the shares I bought in the $30s in early September. Instead whoever bought those calls from me totally cleaned up congrats"
X Link @JayApted 2025-10-14T20:08Z 2959 followers, 11.7K engagements

"I exited my $LDOS position today @ $XXXXXX. I still like the company but I was only targeting around $XXX a share to do profit-taking on the position. I think it's now trading at a reasonable valuation of about 17.3x the midpoint of current guidance for full-year adjusted earnings. One thing I don't much like about the stock is the relatively paltry dividend yield of less than 1%"
X Link @JayApted 2025-10-03T21:06Z 2961 followers, XXX engagements

"Trimmed $CACI again @ $XXXXXX. 🚀"
X Link @JayApted 2025-10-06T14:59Z 2961 followers, XXX engagements

"Jefferies Downgrades $DLTR to Underperform from Hold Lowers PT to $XX from $110"
X Link @JayApted 2025-10-07T12:05Z 2961 followers, XXX engagements

"$BAH is also having a pretty bad day today along with its cohort. $BAH is not that far from its 52-week low. I was a buyer today @ $102.78"
X Link @JayApted 2025-09-04T19:42Z 2959 followers, XXX engagements

"$DXC beats on revenues beats on earnings raises guidance for full-year adjusted EPS to $2.85-$3.35 from $2.75-$3.25 raises guidance for FY26 revenues. At this morning's pre-market share price of $XXXXX the stock trades for 4.4x the midpoint of updated guidance for FY26 earnings. 😂"
X Link @JayApted 2025-08-01T13:06Z 2960 followers, 1392 engagements

"I got a partial fill in the pre-market of a buy order to buy $LDOS @ $XXXXXX. I'd really like to build my $LDOS position back up again but I don't know how much of a pullback we can expect to get"
X Link @JayApted 2025-09-08T13:13Z 2961 followers, XXX engagements

"I sold some $UNFI today @ $40.81"
X Link @JayApted 2025-10-03T19:42Z 2961 followers, XXX engagements

"I trimmed $DLTR again this morning @ $108.27"
X Link @JayApted 2025-07-10T15:44Z 2961 followers, XXX engagements

"I started up a new position in $AIR today starting @ $XXXXX after getting out of it @ $XXXXX late last month"
X Link @JayApted 2025-10-09T21:07Z 2959 followers, XXX engagements

"Zacks currently gives Maximus $MMS a #1 (Strong Buy) rating pointing out that the stock recently experienced a "golden cross" event with its 50-day simple moving average breaking out above its 200-day simple moving average"
X Link @JayApted 2025-08-20T00:15Z 2961 followers, XXX engagements

"A few positions I lightened up on today: $AIR @ $XXXXX $BAH @ $XXXXXX $MMS @ $72.56"
X Link @JayApted 2025-07-02T23:24Z 2960 followers, XXX engagements

"Cantor Fitzgerald says that $AMTM may be the most undervalued asset in its coverage raises $AMTM from a Neutral rating to an Overweight rating while increasing its price target for $AMTM from $XX to $35"
X Link @JayApted 2025-09-25T12:20Z 2961 followers, XXX engagements

"$ICFI ICF Updates Sightline Its Highly Adopted Utility Program Platform "The upgrade adds AI analytics for a 360-degree view of customer programs near real-time grid-impact visibility centralized business intelligence increased workflow automation and deeper program analytics and regulatory reporting. Sightline now integrates capabilities from the completed AEG acquisition supports forecasting of distributed energy resources and is used by over XX utilities and state/local governments. The platform aims to help utilities optimize incentives manage peak demand and defer infrastructure upgrades"
X Link @JayApted 2025-10-09T20:17Z 2961 followers, XXX engagements

"Lightened up a little bit more this morning @ $XXXXXX. $CACI"
X Link @JayApted 2025-10-02T14:18Z 2961 followers, XXX engagements

"I started up a new position in $LDOS this morning starting at $XXXXXX. I think I would like to always keep some exposure to this company"
X Link @JayApted 2025-10-13T14:32Z 2960 followers, XXX engagements

"$MMS Third Consecutive Raise to FY25 Guidance"
X Link @JayApted 2025-08-07T12:59Z 2960 followers, XXX engagements

"@growth1956 That's how I feel now about selling some calls on $ASTS. It's easy to second-guess ourselves. Hindsight is 20/20. My Oct $AMTM $XXXXX puts are doing great too. I sold XX put contracts"
X Link @JayApted 2025-10-03T16:19Z 2960 followers, XXX engagements

"That's AAR Corp. not Airbus"
X Link @JayApted 2025-10-09T21:12Z 2960 followers, XXX engagements

"I just bought some $BAH @ $100.92"
X Link @JayApted 2025-09-08T14:06Z 2960 followers, 1022 engagements

"Bought a little $CACI today @ $XXXXXX to replace shares I sold @ $XXXXXX. Kind of a rough day for a lot of the contractor stocks like $AMTM $BAH $CACI $ICFI $SAIC & $VVX"
X Link @JayApted 2025-10-09T19:45Z 2959 followers, XXX engagements

"I added to my $BAH position today @ $XXXXX per share"
X Link @JayApted 2025-10-13T20:45Z 2959 followers, XXX engagements

"Maximus $MMS closed Friday at $XXXXX its first close above $XXXXX since Nov 2024 after reporting strong Q3 results incl. quarterly adjusted EPS of $XXXX up XX% yr/yr from $XXXX prior year. Co increased guidance for full-year adj. EPS to $7.35-$7.55 up from $6.30-$6.60 a full $XXXX increase at the midpoint. At Friday's $XXXXX close the stock trades for 10.9x guided non-GAAP EPS"
X Link @JayApted 2025-08-11T13:06Z 2961 followers, XXX engagements

"@InvestmentsSaw Delayed reaction to the $BAH sell-off $BAH has sold off about X% since reporting earnings"
X Link @JayApted 2025-07-30T15:35Z 2959 followers, XXX engagements

"A few other buys today: $COLM @ $XXXXX $SAIC @ $XXXXX $VVX @ $XXXXX & @ $53.83"
X Link @JayApted 2025-09-25T21:07Z 2959 followers, XXX engagements

"I sold a little more $CACI @ $508.23"
X Link @JayApted 2025-10-01T17:20Z 2960 followers, XXX engagements

"That would be a reasonable assumption. They all move together. I picked up some shares of $CACI this morning @ $XXXXXX & @ $449.75"
X Link @JayApted 2025-09-04T14:15Z 2959 followers, 2850 engagements

"This article is from April 2025 but it's good evidence of the presence that $LDOS has in Huntsville Alabama the just-named new HQ location for the U.S. Space Command"
X Link @JayApted 2025-09-05T19:56Z 2960 followers, XXX engagements

"@growth1956 Yeah pretty nice You still have $CACI"
X Link @JayApted 2025-10-03T19:47Z 2960 followers, XX engagements

"A couple of buys I did today: $BG @ $XXXXX $LDOS @ $178.24"
X Link @JayApted 2025-09-05T19:26Z 2959 followers, XXX engagements

"I picked up some shares of $DLTR in the pre-market @ $84.27"
X Link @JayApted 2025-10-07T13:39Z 2961 followers, XXX engagements

"I can't get anyone interested in agriculture but my two agricultural holdings $ANDE and $BG have both been doing great lately"
X Link @JayApted 2025-08-25T21:06Z 2960 followers, XXX engagements

"@philly76fan215 I know what it feels like. I held $SFM for years while it was dead money. Got tired of it and sold it all right before it finally took off. That's just one example"
X Link @JayApted 2025-10-10T14:36Z 2961 followers, XXX engagements

"This was a launch done for Leidos $LDOS under the Multi-Service Advanced Capability Hypersonic Test Bed (MACH-TB) program"
X Link @JayApted 2025-09-23T21:30Z 2960 followers, XXX engagements

"@whisperthebull @102 @40 That's a great price for $BAH. I don't know very much about $BMNR but I've been hearing about it"
X Link @JayApted 2025-09-05T19:45Z 2959 followers, XXX engagements

"I'm out of $UNFI as of today @ $XXXXX per share. It could go higher still and I hope that it does but I was only targeting the $40s to ring the register. I remember the days of $UNFI trading in the single digits. I have a long relationship with $UNFI"
X Link @JayApted 2025-10-06T21:11Z 2961 followers, XXX engagements

"The $XXXXX level has been like a magnet for $DXC over the last couple of months. Pretty ridiculous if you consider that their Q1 results beat expectations for both revenues & earnings and the company raised the midpoint of guidance for full-year earnings to $XXXX per share"
X Link @JayApted 2025-09-28T19:32Z 2961 followers, XXX engagements

"Ok so it was a lukewarmish buy recommendation from me for $LDOS @ $XXXXX less than two years ago. It was still a buy trade that I posted. Today I trimmed $LDOS @ $XXXXXX so it's been just over a double in under two years. It's still not expensive since management is guiding about $XXXXX now in full-year non-GAAP earnings per share so that's a P/E of 16.2x. Guidance has come up a lot since mid-2023 when $LDOS management was guiding only about $XXXX in annual adjusted EPS. That's a partial explanation for the lukewarmish recommendation in 2023"
X Link @JayApted 2025-08-27T20:56Z 2961 followers, XXX engagements

"$LDOS over $XXX. I trimmed @ $180.35"
X Link @JayApted 2025-08-13T15:21Z 2961 followers, XXX engagements

"A really nice pop in Bunge $BG this morning after Trump's tweet about cooking oil. I sold some shares @ $XXXXX & @ $XXXXX. Actually I'm completely out of $BG now. It wasn't a large position. Still have $ANDE for exposure to agriculture but I trimmed that some this morning too"
X Link @JayApted 2025-10-15T14:47Z 2959 followers, XXX engagements

"I trimmed a few more shares of $MMS @ $88.28"
X Link @JayApted 2025-09-02T15:42Z 2960 followers, XXX engagements

"Look at all the volatility in the 1-year chart of AAR Corp $AIR. Can you imagine just holding the stock through all these swings without trying to trade the swings at all That is an ideal trading stock"
X Link @JayApted 2025-03-29T12:31Z 2960 followers, 3805 engagements

"I'm trimming $CACI this morning. $XXXXXX per share"
X Link @JayApted 2025-09-23T14:08Z 2961 followers, 2004 engagements

"Picked up a few more shares of $LDOS this morning @ $XXXXXX which is only 16.3x the $XXXXX midpoint of current guidance for full-year adjusted earnings per share"
X Link @JayApted 2025-10-14T14:35Z 2960 followers, XXX engagements

"@kingtutcap $PERI @ $XXXXX not so good. $VACQ @ $XXXXX good. Vector Acquisition Corp $VACQ became $RKLB which closed today @ $58.50"
X Link @JayApted 2025-10-07T00:28Z 2961 followers, XX engagements

"I think $XXXXXX was probably the lowest share price that I recommended $LDOS at within the last year or so. It closed today at $195.58"
X Link @JayApted 2025-10-03T21:19Z 2961 followers, XXX engagements

"@theresa_perrin Give me more and more $PZZA takeover rumors I end up making money from every one of them even if they never come to fruition. I just sold the $PZZA shares I bought last night @ $XXXXX for $XXXXX in tonight's after-hours trading"
X Link @JayApted 2025-10-14T23:00Z 2960 followers, XXX engagements

"@growth1956 You must really want out of your $AMTM position I'm not doing any covered call-writing but I did some light selling today @ $XXXXX & @ $XXXXX. That was a nice call of the bottom on Sep 19th"
X Link @JayApted 2025-10-01T20:34Z 2959 followers, XXX engagements

"@kingtutcap Rocket Lab $RKLB went public via a SPAC"
X Link @JayApted 2025-10-07T00:00Z 2961 followers, XXX engagements

"I trimmed $CACI again today @ $527.44"
X Link @JayApted 2025-10-03T19:38Z 2960 followers, XXX engagements