[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @SayNoToTrading Say No To Trading Centene ($cnc) and Oscar Health ($oscr) stocks are down due to concerns over Medicaid and health insurance marketplace challenges. Several analysts are discussing the implications of these challenges and comparing the two companies. Additionally, some investors are adjusting their portfolios in response to recent market volatility and earnings reports. ### Engagements: XXXXXX [#](/creator/twitter::1880059139419959296/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +58% - X Months XXXXXXXXX +20,083,271% ### Mentions: XXX [#](/creator/twitter::1880059139419959296/posts_active)  - X Week XXX -XX% - X Month XXX +35% - X Months XXXXX +150,000% ### Followers: XXXXX [#](/creator/twitter::1880059139419959296/followers)  - X Week XXXXX +5.50% - X Month XXXXX +43% - X Months XXXXX +201,633% ### CreatorRank: XXXXXXX [#](/creator/twitter::1880059139419959296/influencer_rank)  ### Social Influence [#](/creator/twitter::1880059139419959296/influence) --- **Social category influence** [stocks](/list/stocks) #4478 [finance](/list/finance) #4715 [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) [social networks](/list/social-networks) [luxury brands](/list/luxury-brands) [exchanges](/list/exchanges) **Social topic influence** [$unh](/topic/$unh) #3, [$cnc](/topic/$cnc) #1, [stocks](/topic/stocks) #2723, [$elv](/topic/$elv) #2, [$moh](/topic/$moh) #1, [$oscr](/topic/$oscr) #89, [insurance](/topic/insurance) #79, [moh](/topic/moh) #16, [amzn](/topic/amzn), [$amzn](/topic/$amzn) **Top assets mentioned** [UnitedHealth Group (UNH)](/topic/$unh) [Centene Corp (CNC)](/topic/$cnc) [Elevance Health Inc (ELV)](/topic/$elv) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fair Isaac, Corp. (FICO)](/topic/$fico) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Cigna Corp (CI)](/topic/$ci) [CVS Health Corp (CVS)](/topic/$cvs) [Copart, Inc. (CPRT)](/topic/$cprt) [Danaher Corporation (DHR)](/topic/$dhr) [Microsoft Corp. (MSFT)](/topic/$msft) [The AZEK Company Inc. (AZEK)](/topic/$azek) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [KLA Corp (KLAC)](/topic/$klac) [Onto Innovation Inc. (ONTO)](/topic/$onto) [Aaon Inc (AAON)](/topic/$aaon) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Gartner Inc (IT)](/topic/$it) [Neurobro (BRO)](/topic/$bro) [Lennar Corporation (LEN)](/topic/$len) [Comfort Systems USA, Inc. (FIX)](/topic/$fix) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Humana Inc (HUM)](/topic/$hum) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [JPMorgan Chase (JPM)](/topic/$jpm) [General Dynamics Corporation (GD)](/topic/$gd) [Heima (HEI)](/topic/$hei) [HEICO CORP CL A (HEI.A)](/topic/$heia) [Netflix Inc (NFLX)](/topic/$nflx) [Paypex (PAYX)](/topic/$payx) [Teradyne, Inc. (TER)](/topic/$ter) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Entegris, Inc. (ENTG)](/topic/$entg) [Johnson & Johnson (JNJ)](/topic/$jnj) [Karman Holdings Inc. (KRMN)](/topic/$krmn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Camtek Ltd (CAMT)](/topic/$camt) [NVR, Inc. (NVR)](/topic/$nvr) [Ferguson plc (FERG)](/topic/$ferg) [BitMine (BMNR)](/topic/$bmnr) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts [#](/creator/twitter::1880059139419959296/posts) --- Top posts by engagements in the last XX hours "Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $XXX per acre from what I remember. The investment thesis back then was"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1937635979860545552) 2025-06-24 22:16:31 UTC 6016 followers, 4560 engagements "@Macmengss Speaking of MA notice I almost never talk about $HUM. Hate that one"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946227538365419822) 2025-07-18 15:16:18 UTC 6083 followers, XXX engagements "@OttoPalacios9 Im telling you health insurance for 2026-2028 will be like what happened with homeowners and auto from 2021-2024. The BBB will be so inflationary for healthcare"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946443006480920646) 2025-07-19 05:32:30 UTC 6083 followers, XXX engagements "@OnlyMajorMoves_ I dont know Method and Seventh Generation seem to dominate space - both in sales and distribution visibility both online and offline"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940487033316954251) 2025-07-02 19:05:35 UTC 6020 followers, XXX engagements "@qcapital2020 Have heard the same and why I finally bought $MORN in April"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946336388086956042) 2025-07-18 22:28:50 UTC 6085 followers, XXX engagements "Should you sell your $AZEK stock or let your shares rollover into $JHX James Hardie I am conflicted and here's why. I invested in $AZEK for same reason I invest in Carlisle $CSL Builders Firstsource $BLDR and Trex $TREX because they offer proprietary products with higher margins. Contrast that to James Hardie which is largely commoditized products. Not that you can't make $$$ in those because look at Topbuild $BLD which is insulation. UFP Industries $UFPI is a mix of commodity and non-commodity products similar to Masco $MAS. I own these X too. I bought Azek at the absolute lows in 2022 and"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1904916475040981133) 2025-03-26 15:20:53 UTC 6052 followers, 5205 engagements "Thanks and I can definitely be XXX% wrong on $FICO threat. It's just that from working in that space when I had a credit card biz I know how the underwriting works and how quickly many of them I think will change if it saves them even a few dollars. $JPM I could see doing so for sure. Already a lot of issuers are doing their own FICO-like score internally and cut out FICO entirely"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942960117428973694) 2025-07-09 14:52:45 UTC 6048 followers, XXX engagements "Still time for y'all to shell out $XXX to "tune in to Jim Cramer's biggest event of the year" today. If you have anyway of finding out please share what he says to buy and not buy to invert like that $NVDA advice April 4th. Hoping he puts $UNH $CNC $ELV in the doghouse. Might load up on LEAPS if he does"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943672159626522857) 2025-07-11 14:02:09 UTC 6074 followers, 4498 engagements "I own $LMT $NOC $GD $HII $LHX and related $TDG $HEI $HEIA and as much as I agree with Trump that cutting military budget in half would be good it will never happen. Defense co's are smart - operations spread nationwide in the backyard (and pocketbook) of every elected official"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1890186376773267704) 2025-02-13 23:48:44 UTC 6074 followers, 1826 engagements "@daveginvesting $XX Don't hate. I'm talking a near worst-case scenario. That would be around an $950k reduction in unrealized gains for me and this is totally plausible. It was $XX in April as a reminder"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945678687770456184) 2025-07-17 02:55:22 UTC 6070 followers, 3162 engagements "To offset my YTD realized gains I will need to generate some realized losses. Unlike most I prefer to do tax loss selling by August. Out of my hundreds of positions the ones with red lots unrealized are health insurers $UNH $CNC $MOH $ELV. What I think I'm going to do over the next XX days is buy LEAPS now and then in August (31+ days after last purchase) sell any red lots on the stock I have. Will definitely do this on $CNC and $UNH high cost lots. On $MOH and $ELV maybe not because they're not far below breakeven. If one doesn't mind tying up a lot of capital you can buy as an example 10"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943017159342596582) 2025-07-09 18:39:24 UTC 6082 followers, 7889 engagements "As far as Big Beautiful Bill and Medicaid cuts seems like another less-bad-than-feared win for $UNH $CNC $MOH $OSCR etc. Work Requirements and Eligibility Checks: Imposes work requirements for some able-bodied adults and mandates more frequent eligibility checks aligning with the House-passed bill. Provider Tax Reduction: Proposes gradually lowering provider taxes from X% to XXX% by 2032 a slower timeline than initially planned differing from the Houses approach of freezing taxes at current rates and banning new ones. Rural Hospital Support: Allocates $XX billion over the same period as the"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939382597467140364) 2025-06-29 17:56:57 UTC 6076 followers, 3706 engagements "Some good news for $AMZN longs and bad news for taxpayers. Amazons contract with USPS is a tiered flat-fee rate on deliveries. For most Prime Day shipments looks like theyre having Post Office deliver these to me today Sunday. A lot of bulky and heavy items too. You just know the union mailman gets special pay for Sundays. Would cost more for Amazon to deliver themselves. Thanks USPS for subsidizing our shareholder returns"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944424368488271961) 2025-07-13 15:51:09 UTC 6044 followers, 2551 engagements "Many video rental stores in the 80s thru 00s were independently owned and operated. Saw a post saying these people were dumb to not hedge by owning $NFLX stock. No it's dumb to make a comment like that and here's why: (1) Netflix didn't start streaming 'til 2007. Their original content wasn't until 2012 but more like 2013 with first major production House of Cards. (2) Blockbuster had peak revenue in 2004 which was X years earlier. (3) Blockbuster tried streaming attempting to purchase Movielink in 2007 but eventually launched Blockbuster On Demand in 2010. (4) All of this was during Great"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944171633201267017) 2025-07-12 23:06:52 UTC 6037 followers, 4011 engagements "So far looks like that April 8th $XXX revisited X days ago is good floor for $PAYX"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939764413474689050) 2025-06-30 19:14:09 UTC 6051 followers, 2986 engagements "My high cost $ONTO shares unloaded today in green now left with these. But don't think I dislike this company at current $XXX. I like it there and a lot higher. Cycled through many shares of this on its decline so I like it much much higher too. If you're not familiar with company read my post from a few days ago:"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940775121666662872) 2025-07-03 14:10:21 UTC 6078 followers, 3738 engagements "Want a great data center stock It's not Vertiv $VRT American Tower $AMT and certainly not Super Micro $SMCI. Consider today's plunge on AAON $AAON earnings a gift. Leader in high-efficiency commercial HVAC (not just data centers) with conservative management that puts shareholders first. Look at the returns vs $SPY. If you would have invested $10k into $AAON in 2005 it would be worth $623k versus 71k for S&P 500"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1895203166901412033) 2025-02-27 20:03:40 UTC 6003 followers, 1671 engagements "$UNH vs. $OSCR stock A lot of people are saying Oscar is trading at 7x earnings for 2027 which is way lower than UnitedHealth Group. So clearly buy $OSCR over $UNH here. Sorry it's not that simple. For one that 7x multiple was true a few weeks ago. Not now after the massive run. It's 11x consensus Dec 2027. Second $UNH is actually 8x Dec 2027. Surprisingly cheaper. Now estimates should be taken with a grain of salt especially that far out. Depending on source those consensus multiples vary. But comparing the multiples of these X companies is like comparing Progressive $PGR with a $153B market"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1937002288113213840) 2025-06-23 04:18:27 UTC 6048 followers, 29.2K engagements "@nsdalal @long_equity I personally wouldn't but at forward of 15x it's reasonable. Not cheap though. Pre-covid this name frequently traded at lower multiple than that. For me maybe I would consider tiny nibble at $XXX. Search my feed for $RLI"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942658537525739662) 2025-07-08 18:54:22 UTC 6023 followers, XXX engagements "I've only been on X for X months and am starting to wonder if I was sold a false bill of goods of X being a great place for investment research. Searched for $IT and $BRO and XX% of the content I got is for shitcoins who stole the tickers. A lot of accounts don't share much because they want you to pay them $$$. Not many contribute much free content which is in-depth. Then there are the anonymous and pictureless hecklers. I'm listing bots last because any of the above are more annoying than the fake girls. At least they are polite and not an eyesore"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945995431621657030) 2025-07-17 23:54:00 UTC 6083 followers, 5679 engagements "What is absolute top of range to consider adding more $AXON stock For me its $XXX. But realistically $XXX. Heres my math on that: Currently at 21x forward EV/rev. Theyll probably blow through that like they always do but lets not make that assumption. For top of range 17x forward is $XXX. 15x forward is $XXX. You can see on chart where that 15x lands. High for sure but within realm of reason for past X years. As reminder in April you could have got $AXON as low as $XXX which is level Im more comfortable with. If we hit $XXX this summer would probably just nibble X or XX shares"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940274329016819913) 2025-07-02 05:00:23 UTC 6051 followers, 4099 engagements "If $NVDA market cap was ranked along with countries' GDPs it would be #6. Only the US China Germany India and Japan are larger. It greatly eclipses global defense spending which was $2.46T last year. It's worth more than the combined value of every stock on the London Stock Exchange $LNSTY $LDNXF $LSEG. You can mix and match a couple mag X names to get X Nvidia"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945473555824775440) 2025-07-16 13:20:15 UTC 6083 followers, 1539 engagements "@scottlincicome It was patriotism. Patriotic to farmers of corn"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945631058793566361) 2025-07-16 23:46:07 UTC 6052 followers, 3808 engagements "Nice piece by @tomas_riba on $ISRG Intuitive Surgical today. I also am watching but still overvalued to add more (last buys in 2022). $MDT Medtronic's Hugo has been hyped for years but fails to live up to expectations. Much like everything MDT these days Stryker $SYK Mako for joint replacement is one to keep eye for far future. Johnson & Johnson $JNJ Ottava I've heard nothing about in a long time. You mentioned $ISRG is currently at the the top X of your watch list from a quality perspective. Who is #1 and X right now"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1898874160140710188) 2025-03-09 23:10:53 UTC 6083 followers, 1282 engagements "Unlike life insurance where you have to accurately predict when and how a XX y/o will die health insurance is short-tail. When $UNH $ELV $CI $CNC and $MOH price coverage too low they're not screwed for decades. As is the case with life insurance and product liability (think PFAS and asbestos claims). The Big Beautiful Bill was far worse than feared for Medicaid and ACA subsidies which is a rare outcome. As such we shareholders are suffering. Many of the health insurers are trading at 25+ year lows per multiple valuation metrics. But this is not $MMM dealing with PFAS liabilities 30-50 years"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946335071939756108) 2025-07-18 22:23:36 UTC 6086 followers, 17.9K engagements "Everyone seems to focus on upside potential of a stock. You need to focus on downside potential first. Don't worry about upside of a great company as it should take care of itself in time. When I say Centene $CNC is a better risk/reward than Oscar Health $OSCR it is exactly that; the ratio of perceived downside probability relative to that of the upside. This does not mean I think $CNC will necessarily offer a greater % gain in the next few months or years. In fact it probably won't if Oscar keeps delivering. It means I think the odds of making money vs. losing money favor buying it over"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1938274922746548511) 2025-06-26 16:35:27 UTC 6082 followers, 6571 engagements "I know @LeoNelissen will like that Im doing this. $LB LandBridge"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945511479538782699) 2025-07-16 15:50:57 UTC 6085 followers, 6140 engagements "I hate this $LVMHF $LVMUY $MC.PA rebound. Sure back in green but last Thursday I had a flight departing at market close (1 pm Pacific). Placed an order to double-down these shares at $XXX around noon. Wasn't filling so went to adjust price up a few dollars but plane was boarding so couldn't finish. Now we're 13%+ off that price. I do need to do a dive into how much booze sales are impacting LVMH but the reason I'm confident in buying is Bernard Arnault. He's been buying for first time in years and he thinks in decades and generations not quarters. Yes you will see that "Black Monday" April"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940470734574485683) 2025-07-02 18:00:49 UTC 6082 followers, 4408 engagements "The only reason I'm not buying Monolithic Power $MPWR stock today or lately is because all my new shares during this period are still in the green. If we go below $XXX I will be buying more"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1903087284888670371) 2025-03-21 14:12:21 UTC 6025 followers, XXX engagements "Percentage of revenue from Medicare: Molina $MOH - XX% Centene $CNC - XX% Elevance #ELV - XX% UnitedHealth $UNH - XX% CVS Health (Aetna) $CVS - X% Stocks to watch tomorrow for sure"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939534540365771231) 2025-06-30 04:00:43 UTC 6083 followers, 8229 engagements "Agreed seems most useful for sentiment checks. I agree for microcap land too but not my thing. Those require too much babysitting so need to be very concentrated with them. XX years ago would have loved the Canadian oil diehards but learned my lesson with $CNSWF Canadian Oil Sands Trust"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946064012288106771) 2025-07-18 04:26:31 UTC 6082 followers, XXX engagements "For fans of $HEI $HEIA $TDG $LOAR you may have missed this years IPO of Karman $KRMN. $RKLB space fans should also take note. Karman Holdings HEICO and TransDigm all aerospace and defense firms specialize in critical components. HEICO and TransDigm dominate aftermarket salesHEICO with cost-effective PMA parts TransDigm with high-margin proprietary productsvia acquisitions. Karman focuses on defense and space projects like hypersonics and missiles with less emphasis on broad aftermarket commercial. All X leverage specialized engineering to produce high-value aerospace and defense components"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1902379701836140800) 2025-03-19 15:20:40 UTC 6074 followers, 1420 engagements "Love him or hate him @elonmusk sure knows how to get people to talk about what hes selling without ads. Robotaxi expansion:"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944755604888928329) 2025-07-14 13:47:22 UTC 6052 followers, 2441 engagements "I did do a switcheroo this morning on those X higher cost $FICO shares from a few days ago. And I'm just using the word switcheroo to annoy you"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944811672847442266) 2025-07-14 17:30:10 UTC 6076 followers, 3337 engagements "@unusual_whales Im only interested in it because they dont want to disclose. Does he not realize most people feel the same way"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945266159311368591) 2025-07-15 23:36:08 UTC 6011 followers, 5520 engagements "The @grok app has gone full-on $MSFT mode. Instead of forcing an Edge browser search you never wanted it forces you to open anime girl Ani"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945505555243737231) 2025-07-16 15:27:24 UTC 6083 followers, 2257 engagements "@DurableCreators Own every single one on that list except $MSI. I think I owned the company before it split and $GOOG bought Motorola Mobility around XX years ago"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1919422372521603493) 2025-05-05 16:02:09 UTC 6020 followers, XXX engagements "The $AMZN Prime Day price scam pictured. I was going to re-stock these $KMB Kleenex this weekend but decided to wait X days for Prime Day. They have been $XXXX forever (on my Subscribe and Save so I know) and starting Prime Day price jumps to $XXXX. That's +18%. To get them near their normal price there is now a XX% off coupon but you have to spend $35+ on qualifying items. Most of which are things you don't want or need"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943302526713106481) 2025-07-10 13:33:21 UTC 6074 followers, 3526 engagements "I've written about Camtek $CAMT before which you can group with $KLAC and $ONTO for metrology and inspection equipment. Today my shares are back to being loaned out the only name in my chip portfolio to do so. Shorts tried this in March and April when stock was in $50s and $60s. Guess they're trying again"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939695355869933921) 2025-06-30 14:39:45 UTC 6076 followers, 3159 engagements "I know people are looking to trim winners. Counterintuitively it's often best to trim the lowest percentage gainers first when looking at lots acquired X to 5+ years ago. They're likely losers. Re: my $RKLB lot trim remember that lot was acquired a few weeks ago at $25"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945915146121195876) 2025-07-17 18:34:58 UTC 6083 followers, 3092 engagements "This comment related to $UNH and $CNC is a great reminder as to how WSJ can act as an Inverse Cramer. After getting that false $CNC article removed from Seeking Alpha on Monday back on there to see what's new. This comment is on the latest Centene article. Who else here loaded up on $T and $VZ when WSJ had their hit piece about lead contamination I did. As mentioned though it was a mistake because even though I made a lot of $ on that AT&T and Verizon are buy-low-sell-high stocks. You won't beat S&P holding them 10-20 years. I finished selling them this January. They are not buy and hold"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942969862068023711) 2025-07-09 15:31:28 UTC 6083 followers, 7120 engagements "Some weakness in $UNH shares this morning for news which is not new. They DID report a $3.3B profit in Q4 from divestments"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945122362875371933) 2025-07-15 14:04:44 UTC 6074 followers, 13.7K engagements "With $RKLB at ATHs I noticed my holding is now at an even $1M. But you should not get excited as a shareholder. Whether a stock you have conviction in is up or down it should have no relevance to your emotional state about it. Likewise when such a stock falls dont be discouraged. Be mentally neutral in all share price movements. I remember telling a friend on Seeking Alpha last year when my Rocket Lab was at $500k I viewed it as not real gains because it will likely revert and I just dont care since Im not selling regardless. Sure enough my $RKLB dropped a couple hundred thousand. Be mentally"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942338460863586388) 2025-07-07 21:42:30 UTC 6052 followers, 97.5K engagements "Another example of why XX% of paid investment advice is a complete scam. Cramer told his $XXX Club Members to sell $GOOG $GOOGL during April lows. Yesterday he told them to buy it back XX% higher. We all know the risks with Alphabet so Im not going to repeat them. All Im going to say is that when there are real risks of significant disruption to core model you need the stock as cheap as possible so the risk/reward skews safer. As mentioned at time I did add in April but not interested here. I actually do think $GOOG could go to $200-210 rather easily but I dont care about that because I focus"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944079575786697180) 2025-07-12 17:01:04 UTC 6045 followers, 4779 engagements "As an American Im not fond of European stocks due to currency risks and double taxation of dividends. That said couple years ago I did buy a little Euronext $EUXTF $ERNXY $XAMS simply because I cant resist owning every good investment related middleman business. Exchanges are best"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939717787733332322) 2025-06-30 16:08:53 UTC 6082 followers, XXX engagements "Copart $CPRT as previously mentioned $47-48 is what I want for adds. But we dont always get what we want. Hence another XXX today"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1928520168344637659) 2025-05-30 18:33:32 UTC 6051 followers, 2336 engagements "@bgdbythesea Hell no. That's opposite of what I do. All I care about are unrealized gains. I hate realized gains. Market to market forces realized gains every year"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943017903017857400) 2025-07-09 18:42:22 UTC 6017 followers, XXX engagements "CNBC on while working out and Carter Worth says now its time to buy homebuilders. $NVR $LEN $DHI $PHM $TOL etc. are over XX% higher than X weeks ago when he said no. Why does everyone like to buy stocks AFTER they have already gone up"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943062696875954202) 2025-07-09 21:40:21 UTC 6078 followers, 2856 engagements "Just saw the news about the US federal govt buying into $MP MP Materials stock. I guess my tracking position will remain so because I'm not adding to it at $XX. Lower $20s and now with this development up to the $30s would definitely consider"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943336975471395234) 2025-07-10 15:50:15 UTC 6083 followers, 4445 engagements "$KRMN Karman Holdings IPO in a few days. Can anyone point me towards a deep dive on this Can never have too much *good* defense in your portfolio. Based nearby in Huntington Beach yet I've never heard of it"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1887173363845775653) 2025-02-05 16:16:06 UTC 6002 followers, 1353 engagements "@cybertruck Good luck if that apocalypse is a Carrington Event"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945165835670315518) 2025-07-15 16:57:29 UTC 6001 followers, XXX engagements "If you own $BYDDF which are BYD's H shares via $OTCM don't worry. Your stock did not fall 66%. There's a X for X split not yet reflected. So your broker will show a loss until they update this. $BYDDY are ADRs and should be up to date"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1932810120112845271) 2025-06-11 14:40:17 UTC 6022 followers, 3099 engagements "The $AZEK deal closed so now I am left with $JHX shares. It was a cash and stock deal. For 1000 Azek shares I received 1034 James Hardie shares and $26450 cash. In total that's about XXX% almost X years to the day I bought $AZEK (7-8-2022). But you just know that 1034 share count annoys me so I sold XX of them. I never bought $JHX because it's quality but not what I would called highest quality in building materials. It's no Carlisle $CSL that's for sure"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940777430186447008) 2025-07-03 14:19:31 UTC 6048 followers, 6487 engagements "@amitisinvesting No one on X talks about it but $FERG will be added to S&P sooner or later"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946297679069540699) 2025-07-18 19:55:01 UTC 6085 followers, 1529 engagements "BitMine $BMNR stock reminds me of last year when $QXO went public via a merger between Jacobs Private Equity (Brad Jacob's firm) and public microcap SilverSun. Stock went crazy then crashed. Thomas (Tom) Lee (not drummer) but financial rockstar became board chair of BitMine X weeks ago. Basically plan is to make is the Strategy $MSTR of Ethereum instead of Bitcoin. After $250M PIPE and filing to sell up to $X billion in securities (translation: dilution) to support its accumulation strategy what is the current NAV of $BMNR Grok X tells me $XXXXX as of today. Current share price is $57."  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944763868267597994) 2025-07-14 14:20:12 UTC 6083 followers, 3431 engagements "Due to customer feedback I received from people on here when I asked about Webull $BULL decided to start a tracking position today in this controversial company. Bought through competitor $HOOD ha. A little ownership will motivate me to research further. Not opening an account there though because I don't need tax forms for a 10th brokerage account"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942284458289410393) 2025-07-07 18:07:55 UTC 6016 followers, 6125 engagements "The $UNH and $ELV followers have been asking me a lot about Cigna $CI. As all X are high quality and less exposure to Medicaid with heavy focus on group health plans. No I have not bought and here's why. We are still way up for the year. You have $ELV and $UNH basically at X year lows flirting with the March/April 2020 Covid levels. $CI is still up XX% above the Jan 30th low which is when I last added. Like UnitedHealth and its Optum Rx Cigna has a major PBM Express Scripts which I also owned before they bought it. $ESRX delisted 2018. Simply put I'm going for the falling knives. Cigna hasn't"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946225875294519588) 2025-07-18 15:09:42 UTC 6083 followers, 5589 engagements "$CNC a total disaster of course but did end up using the volatility in $ELV to swap out all my shares for slightly lower cost (shaved $X off the avg). Now all have today's buy date despite owning for years. A surprise could still happen for Elevance so not really looking to increase weight yet just cycle lower when possible. Works until it doesn't"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940431039907893511) 2025-07-02 15:23:06 UTC 6082 followers, 6719 engagements "You will see I regularly criticize all insurers and UnitedHealth Group is no exception. As I said the other day Geico does all kinds of sketchy stuff but because Buffett sips Cherry Cokes and nibbles See's Candy his folksy persona makes people forget. I think the entire insurance industry is unscrupulous. The question for you I have is what major business are not They're all out to maximize profit. Every single one of them. Rather than get mad I get even by owning the stocks of companies I'm forced to pay money to"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945340563559211215) 2025-07-16 04:31:47 UTC 6042 followers, XXX engagements "If you think $AMZN is tapping out on improving delivery efficiencies consider this Quantity of X toothbrush heads in X order. Shipped in X different boxes with nothing else. If you think this was intentional because they wanted to conserve limited quantities at local warehouse these were Subscribe & Save so ordered X days before delivery"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945578297297183178) 2025-07-16 20:16:27 UTC 6084 followers, 2480 engagements "When it comes to the best electric utility stocks which have consistent dividend track records and share prices that on average at least double every decade $BKH Black Hills Corp $ES Eversource Energy $NEE Nextera Energy $WEC WEC Energy Group With the exception of $WEC which has XX years of dividend increases the rest are dividend aristocrats with 25+ years of increases. $BKH has raised for XX years. But are they good investments I own $BKH $ES and $ESS but will only add to them at multi-year lows not here. $WEC doesn't quite meet the hurdle for my share price appreciation over XX to 30"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1898696266290262205) 2025-03-09 11:24:00 UTC 6050 followers, XXX engagements "I have every right to be critical of $ASTS because I wrote the very first article for it on Seeking Alpha with a "Strong Buy" rating over X years ago titled: AST SpaceMobile: 20-100x Return Or XXX% Loss It's A Binary Bet If you bought then or anytime after worst case is you're up XXX% and best case you are up yes over 20x. This was a 2500 word deep dive not just into the company itself but especially the science. I really drilled home that their phased-array approach although extremely difficult was XXX% possible per the science. Here's an excerpt: I also walked readers through the graveyard"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939917006440182260) 2025-07-01 05:20:30 UTC 6032 followers, 27.6K engagements "For American holders of Evolution AB $EVO.ST $EVVTY $EVGGF what the hell is going on with most recent foreign dividend tax withholding Yeah I get the XX% but if you do the math on this it's a negative dividend Small holding so haven't bothered to call this broker's treacherous customer service yet but noticed same thing happened on today's dividend from Euronext $ENX.PA $EUXTF $ERNXY. As I've said before I *hate* foreign stocks with dividends because the foreign taxes paid are not tax deductible. So you get taxed twice. I wish they would just do buybacks. Don't try and argue with me and say"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1932133075796001245) 2025-06-09 17:49:57 UTC 6042 followers, 2549 engagements "@RentYourStocks You still short going into print tomorrow I recall you were going to as hedge to UNH"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945586368119542090) 2025-07-16 20:48:32 UTC 6069 followers, XXX engagements "I dont like that Rocket Lab $RKLB has turned into a meme stock. As always highest cost lots are subject to sale and I just did that. Keeping these 25k shares 20k of which are cost basis in the $3s"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945848466619719971) 2025-07-17 14:10:01 UTC 6086 followers, 6892 engagements "$ROP Roper Technologies is one of the most underfollowed long term compounders you can buy. My favorite part of the biz is their Neptune Technology Group which specializes in smart water metering and analytics. I feel like Badger Meter $BMI gets so much love in this niche when it really should be shared with $ROP. Neptune provides AMR (Automated Meter Reading) and AMI (Advanced Metering Infrastructure) solutions helping utilities track water usage detect leaks and improve efficiency. About 1/3rd of the municipal water supply in the US uses $ROP This fits Ropers asset-light high-margin model"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1897405762554782143) 2025-03-05 21:56:00 UTC 6026 followers, 1530 engagements "Whether it's $CNC $UNH or $OSCR be careful what you read whether it's on here Seeking Alpha or elsewhere. Thankfully they removed this article I warned you about last night but no one is on X taking down false info. As previously mentioned many prominent accounts on X have no idea that float doesn't equal cash for example"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942295067697504358) 2025-07-07 18:50:04 UTC 6022 followers, 7010 engagements "$XOM and $CVX have a long history of not only releasing earnings on the same day but also on Friday mornings. However sometimes Friday earnings are done with intent to sweep under the rug bad results especially when going into 3-day weekend on a low volume Friday. Doing this AM is the "I don't want it to be obvious I'm trying to hide something so I'll do it pre-market." But when done PM on a Friday there's no hiding anything. It's almost universally with the intent to hide bad news. Micro and small caps do this a lot. When I saw $CNC Centene's upcoming earnings are Friday July XX 2025 at 8:30"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943686133759824173) 2025-07-11 14:57:40 UTC 6083 followers, 2354 engagements "While not as high quality as Brown & Brown $BRO or Arthur J. Gallagher $AJG among the insurance brokers Marsh & McLennan $MMC is probably the most interesting here at $XXX. Thing is many people don't realize this post-Covid gravy train on crazy insurance hikes will hit a ceiling. Once it does these stocks could go flattish or underperform market for several years. For example if you bought $BRO at split-adjusted price of $XX in 2006 it was not back at that price for XX full years hitting it again 2016. Yeah GFC was between but Brown & Brown is not a bank or even an insurance company. Just an"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940831634594685033) 2025-07-03 17:54:55 UTC 6083 followers, 2827 engagements "Inverse Cramer How about inverse WSJ This article was published Nov. X 2024 the day after Trump won. Bearish on Oscar Health $OSCR (-8% that day) and Centene $CNC (-5%). Due to Obamacare and Medicaid exposure respectively. Bullish on UnitedHealth Group $UNH (+5%) Humana $HUM (+10%) and Aetna $CVS (+13%) due to "a more lenient stance from Republicans on Medicare Advantage and also on antitrust." In retrospect many expectations were inverse of actual results. No better than a coin flip. The point No one ever truly knows what the hell is next"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943352014286487845) 2025-07-10 16:50:00 UTC 6083 followers, 4568 engagements "This is why full-service restaurants e.g. $EAT are doing well and independent fast casuals are not as they've gotten too greedy on relative basis. People realize if they're going to tip XX% or more they're longer down with getting their own silverware napkins water and bussing their table"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945921557123281051) 2025-07-17 19:00:27 UTC 6083 followers, 15.1K engagements "I started losing respect for Jeremy Siegel when he began pitching WisdomTree $WT ETFs during the GFC. But I lost all respect for him today. This prominent nasal hair on screen for XX mins was just too much for me to take"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1936140326395363718) 2025-06-20 19:13:20 UTC 6069 followers, 1878 engagements "@nrossolillo Good. I've had this little holding of $ANSS a couple years and I don't mind a few extra $SNPS shares. But I do mind the cash component. I HATE cash it's forced realized gains which means taxes"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944808354490269958) 2025-07-14 17:16:59 UTC 6076 followers, XXX engagements "Tomorrow is the X year anniversary of the Covid bottom. Initially the auto dealer stocks looked like a fad during the 2021 bubble but check out their 20-year CAGRs: Asbury Automotive Group $ABG: XXXX% AutoNation $AN: XXX% Lithia Motors $LAD: XXXX% Penske Automotive Group $PAG: XXXX% S&P XXX $SPY: XXXX% They all beat the market long term even if you bought them before GFC in 2005. @MohnishPabrai doesn't have any in his 13-Fs yet but has spoken favorably of these names many times. "The auto dealership business is a great business. It's got a lot of recurring revenue from service and parts. The"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1903671687973163290) 2025-03-23 04:54:33 UTC 6048 followers, XXX engagements "For those in Constellation Software $CSU $CSU.TO $CNSWF Lumine Group $LMN.V $LMGIF and Topicus $TOIV $TOITF a great update on latter published this weekend by @tribaresearch on Seeking Alpha: I own all X with Topicus and Lumine since their spin-offs. As far as adds there was a good time to add last November for Topicus $TOITF which I did. Have yet to add to Lumine"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939833203088662678) 2025-06-30 23:47:30 UTC 6074 followers, 6157 engagements "I was really hoping to get more feedback on Gartner $IT. Similar to Adobe $ADBE their subscriptions have deep entrenchment but I've concluded the risk with AI has introduced too much uncertainty. Competitive analysis with LLMs seems like legit threat to model. I sold off XXX shares and have XX remaining. Earnings next week"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945962605027393943) 2025-07-17 21:43:33 UTC 6084 followers, 3404 engagements "Bought 2250 shares of Centene $CNC this morning in the mid $54s after taking out its Dec low from the $55s. Not large cap like $UNH or $ELV but Centene is X of the X best small health insurers. Other X being Molina $MOH and Oscar $OSCR. Despite X years of valuation compression still beats S&P over XX years. Forward PE is 7.5x. Health insurers so out of favor you don't need full mean reversion to outperform going forward. Just a slight bump can do. Being small no big bullseye on its back like UnitedHealth. No internal PBM. However it has risks of more exposure to lower income which includes"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1929546304876953623) 2025-06-02 14:31:02 UTC 6082 followers, 8285 engagements "Potter's videos imply a rep demanded she interrupt surgery to justify coverage implying forced halt mid-procedure and patient risk. Terrible if true but that's not the whole story. @BillAckman needs to acknowledge these pertinent detail which I'm quoting from $UNH response: "UnitedHealthcare did not ask or expect you to scrub out of surgery and call right now as you falsely claim. Rather our client was surprised that you left a patient mid-surgery to return a call that it had informed your staff was not urgent and could wait. You know this because UnitedHealthcares representative told you"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945264987922161755) 2025-07-15 23:31:29 UTC 6083 followers, 35.8K engagements "Thank you for sharing that. I don't have any insight on short term moves for refiners but if you are planning on holding long term you really do need them super cheap and in my opinion only X to choose from: $PSX $MPC $VLO. I know $DINO is cheap but not quality enough but I do love their California classic brontosaurus logo for Sinclair they acquired. I don't own $VLO but do own $MPC too and my lowest cost purchase which was on exact Covid bottom of 3-23-2020 is about a 10-bagger. You really need a huge margin of safety on all X of these because you likely won't beat the S&P over a decade if"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942647422213316824) 2025-07-08 18:10:12 UTC 6027 followers, XXX engagements "I've been told by $UNH employees and providers commenting that actually NONE OF THEM refer to it as UNH. If they're going to use initials they say UHC or UHG for UnitedHealth Group. NOT the stock ticker. Only investors call it UNH. The plastic surgeon who went viral has a GoFundMe. I found it interesting that she refers to the company as UNH repeatedly and guess who the first donor was forking over $100k Yep @BillAckman Are we really supposed to believe he doesn't have any ulterior motives here"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945335754135364070) 2025-07-16 04:12:41 UTC 6083 followers, 32.8K engagements "@pharm_biz @BillAckman You make fair points but I also think you may have an ax to grind because of their PBM. Only independent pharmacies hate them and I know why because I know someone who owns one. PBMs cut out their lucrative margin"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945297318338588956) 2025-07-16 01:39:57 UTC 6014 followers, XX engagements "$XLV / $SPY It cant go down forever. If you subtracted the #1 weighted $LLY at XXXX% the record would go back even further (probably before the ETF existed). $UNH is 4th highest weight and prior to fall it was higher. Chart: Ned Davis Research"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946599778877407617) 2025-07-19 15:55:28 UTC 6086 followers, 1718 engagements "I don't know when it will be but I believe we will look back at the tariff crash as we did the Covid crash - something rapid severe and short-lived. It may even be a quicker recovery than Covid as there were rolling bottoms for many sectors during that time. Here *almost everything is crashing at once. Both safe havens and speculative. *There are a few holdouts right now like P&C insurance. But for most part everything is crashing. Even munis are having their worst day in XX years so we took out the GFC record on that"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1910017597762081258) 2025-04-09 17:10:56 UTC 6084 followers, 74.2K engagements "Stockholm-listed Lifco $LIFCO $LFCBY $LFABF is very similar to Warsaw-listed Dino Polska I wrote about a couple days ago. No not their businesses but rather the recent investor excitement. US ADRs weren't even available 'til barely a year ago for $LFCBY and the "F" shares $LFABF. Lifco is a Swedish investment company that acquires and develops niche market-leading businesses with a decentralized long-term approach. It operates across three segments; Dental Demolition & Tools and Systems Solutions. Focus is on profitability independence and steady compounding growth. As you probably know"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1897047149785047279) 2025-03-04 22:11:00 UTC 6082 followers, XXX engagements "The wisdom of Weiss this morning was going all-in on Bitcoin via $IBIT. So whats next for $BTC Down before up"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944842664337399972) 2025-07-14 19:33:19 UTC 6074 followers, 1850 engagements "Heres a video I took today of Serve Robotics $SERV delivering for SweetGreen $SG and others to office buildings downtown LA"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945314382604591283) 2025-07-16 02:47:45 UTC 6085 followers, 3409 engagements "Sandstorm $SAND getting acquired by Royal Gold $RGLD in all-stock deal. I really like this as Sandstorm has great assets but too much in pre-production and not the capital and scale to execute. Royal Gold is one of the biggest and the only one domiciled in the US. So unlike $FNV $OR $TFPM and $WPM you're not hit with the XX% foreign dividend tax. Happy to roll my $SAND into more $RGLD stock. Though as mentioned recently I did unload a lot of Sandstorm with gold prices where they are. Trimmed lowest quality did not touch highest quality. Below is a summary of these:"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942967412154077490) 2025-07-09 15:21:44 UTC 6081 followers, 2544 engagements "I was asked about Alexandria Real Estate $ARE and here is why I am *NOT* interested in buying it despite being totally washed out. In one of my income-focused portfolios I was in it last decade and sold in $90s-$100s within the past year or two. You can see how with dividends reinvested (if taxes didn't exist) it kept pace with S&P XXX until X years ago. That is actually really great for a REIT. Though historically this has been a low yielding REIT. For most of last decade and much of this decade yield was X% and sometimes 2%. Bottomed at XXXX% in 2021 Here's why I'm NOT buying despite likely"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1930611816352084164) 2025-06-05 13:05:00 UTC 6050 followers, 2619 engagements "Nibble add on Copart $CPRT stock down XX% on earnings. An unusually large move for this name and historically it often rebounds somewhat before close. But this is not a great price. I know Copart is never at a great price but keep in mind that throughout March it was $52-53 for an extended period. Q3 last year $XX if you were quick. I only intend to hold the lowest cost XXX share lot I add today"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1925920590092796398) 2025-05-23 14:23:45 UTC 6027 followers, 4840 engagements "@ericfredfisher Looks like the P&C insurers as well as brokers like $BRO might be coming down in price for a while. In the case of BRO though it's that acquisition which is weighing most I think"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946066012610383997) 2025-07-18 04:34:28 UTC 6083 followers, XX engagements "@BillBrewsterTBB Would go there regularly when at my cottage for things like 9V batteries. $X vs. $X on $AMZN. A lot of people who shop at $DG $DLTR are not doing much online shopping either due to limited access to credit and debit cards"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945206930525290988) 2025-07-15 19:40:47 UTC 6080 followers, XXX engagements "Decided to liquidate $JHX. The way they did the cost basis post merger they changed the below and gave me a $XXXXX cost basis. No thanks. No margin of safety there. So this means all of the XXX% gain was taxable with that cash distribution. I hate these types of deals. Prefer stock for stock no cash"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942644469653987820) 2025-07-08 17:58:28 UTC 6048 followers, 3356 engagements "@peanutbutterfi @jonnagap I would add to $EFX at $215ish"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942642503049761167) 2025-07-08 17:50:39 UTC 6025 followers, XXX engagements "Just based on watching and reading his articles and YT for several years. He also doesnt know what the hell hes talking about. Im shocked how little he knows often nothing about a company he covers. He just reads a description from elsewhere and sometimes doesnt even know how to pronounce the companys name. Then he relies on his Fast Graphs which as you know are highly variable depending on which time frame you cherry pick since they auto-adjust based on that. Their blended estimates are downright awful especially with value traps and during major distortions like Covid. As far as paid tools"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944902542040948940) 2025-07-14 23:31:15 UTC 6013 followers, XXX engagements "Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost XXX shares. Circle K food is kind of a joke compared to Casey's pizza right"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945675351352541423) 2025-07-17 02:42:07 UTC 6085 followers, 2744 engagements "@brent_e_trader @BillAckman Since I deleted TikTok and IG about X years ago I cant even access anything on them because it requires login to see anything"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945276055444394326) 2025-07-16 00:15:27 UTC 6027 followers, 1014 engagements "Definitely a dichotomy today in momentum tech vs. washed-out value and growth. As first day of 3rd quarter how much do you think it's related to fund managers NOT wanting to show $UNH $TMO $PEP $LEN $ODFL etc. near top of holdings on Q2"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940146645402054841) 2025-07-01 20:33:01 UTC 6003 followers, 3892 engagements "If I cant afford to use DoorDash $DASH myself how can EBT/SNAP holders afford to do so Dont give me sob stories about disabled seniors because there are cheaper and free grocery delivery options with min order size from $AMZN Kroger $KR etc"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942263347279441972) 2025-07-07 16:44:02 UTC 6083 followers, 3754 engagements "$DNOPY $DNOPF $DNP.WA Dino Polska stock was a very hyped coming out of Covid as you probably know with Chris Mayer and the like sparking the interest. Not that the hype wasn't deserved but rather it made the stock a bit too popular. Suddenly you had a whole American investment base chasing this semi-private Polish company which has a minimal float. As I do with almost all my stocks I spend hours and hours researching them (and staying on top of research) as I wait for an entry. Sometimes that entry never comes. Sometimes it takes a couple years as was the case with $DNOPY $DNOPF. This I"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1896081033352921523) 2025-03-02 06:12:00 UTC 6018 followers, 1200 engagements "I was asked my opinion regarding the $UNH tweet by @BillAckman this morning. My opinion is the same as that of his dire $NFLX warnings in 2022 when stock was $178"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945180209327546876) 2025-07-15 17:54:36 UTC 6083 followers, 20K engagements "@RentYourStocks Yeah youre XX% safe and if Im wrong Ill be glad to be wrong"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945590501354414408) 2025-07-16 21:04:57 UTC 6048 followers, XXX engagements "Merger Mondays are back Home Depot $HD makes a major pro contractor play by acquiring GMS $GMS for $5.5B meaning $QXO is out. Parker Hannifin $PH to acquire Curtis Instruments for $1B which makes EV components. TransDigm $TDG to buy Simmonds Precision Products from $RTX in $765M deal. Hyatt Hotels $H to sell Playas real estate portfolio for $2B who they recently bought. In other words it's sell real estate but manage/franchise the hotels and resorts. I own every stock listed except GMS"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939690864626036770) 2025-06-30 14:21:54 UTC 6068 followers, 2373 engagements "Well $900s is more attractive than $1000s but Leo can give you better insight on current valuation. My experience with $TPL dates back XX years ago when it was $200M market cap and everyone talked about it on Yahoo Finance message board. Thats when I knew the company the best. Shale changed everything since"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945532267394469983) 2025-07-16 17:13:33 UTC 6076 followers, XXX engagements "@retaox Has he said anything about Molina recently"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943688630259920992) 2025-07-11 15:07:36 UTC 6074 followers, XXX engagements "Comfort Systems $FIX fans should really be paying attention today to $AAON as these are X sides of same coin. Both specialize in high-end commercial HVAC and have gotten recent tailwinds from AI datacenter buildouts. $FIX is a roll-up/consolidator of these installers. We're not talking the mechanical biz which might install your new Carrier or Bryant $CARR AC for $18k. Typical job for Comfort Systems is hundreds of thousands to millions $. $AAON is a manufacturer of very high end efficient air conditioners. With HQ in Tulsa OK and around 4k employees there as well as TX MO and OR they are"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1935032544703205804) 2025-06-17 17:51:24 UTC 6023 followers, 3780 engagements "@Punished_Jess Yeah you have to go back a decade just to find anyone shopping at $CVS"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946338055671128545) 2025-07-18 22:35:28 UTC 6083 followers, 1615 engagements "When $OSCR falls it's a "panic crash" due to "misunderstood" model. When $UNH $CNC $MOH fall it's a "broken model" and "bad business." Be aware of your biases. Bottom line is you can't say UnitedHealth Group is evil and Oscar Health is not. All insurers are unscrupulous. Likewise for the many owned by Buffett but since he sips Cherry Cokes nibbling on See's Candies his folksy persona makes people forget his insurers are screwing people too. Yes $OSCR is down XX% from 2025 highs. But this is not a "panic crash" as its high was less than X weeks ago The selloffs in larger insurers especially"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943729958087798889) 2025-07-11 17:51:49 UTC 6083 followers, 23.9K engagements "When it comes to founder-led tech companies it seems Constellation Software $CSU $CSU.TO $CSNWF gets the most love these past few years if you exclude the mainstream $META $TSLA $NVDA $SHOP etc. but there are many other under-the-radar names to consider. Given my background in fintech one of my favorite is SS&C Technologies $SSNC. They provides software and services to the financial services and healthcare industries specializing in asset management insurance and healthcare administration solutions. Founded by Bill Stone in 1986 who remains the CEO. Grown from a small startup to a global"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1904398766649872576) 2025-03-25 05:03:42 UTC 6073 followers, XXX engagements "Tomorrow $UNH bulls may (or may not) get some relief. $ELV reports AM. I have about $500k in the name going into the print. If less bad than feared it could be the tide which lifts all boats. Elevance has higher Medicaid exposure nearly double UNH's as a % but nowhere near the high levels of Molina $MOH and Centene $CNC (which I also own). ELV's primary focus are commercial plans under Blue Cross Blue Shield licenses in most states. $UNH derives much more revenue from Medicare (40% from CMS) but has broader diversification with Optum and Optum Rx. In short anything govt isn't great at moment"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945711091411222900) 2025-07-17 05:04:08 UTC 6070 followers, XXX engagements "Revisiting DOGE govt contractor casualties. Unloaded my XXX highest cost Booz Allen Hamilton $BAH today after going green leaving me with these. Best of bunch for permanent hold remains $CACI and I didn't even get the bottom on that one. Love me some CACI. A little $SAIC sprinkled in there simply because I love David Grusch's UAP insinuations for them and their deep history of decades of black budget projects. Right @tomdelonge $LMT related here but this post is about the more consultant-oriented contractors. I do take back what I said about not ever investing in an airline. I actually DO own"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940505760351326457) 2025-07-02 20:20:00 UTC 6083 followers, 4451 engagements "Even higher risk potentially higher reward is $CNC. Look at EV/revenue going back X decades. Of course no one wants it because of Medicaid. But if you even get a partial (less than half) mean reversion on net margin this is coiled spring. Like I said though much higher risk"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943695947676160129) 2025-07-11 15:36:40 UTC 6083 followers, 1250 engagements "Anyone here own microcap which trades in US on $OTCM under $KSIOF for its Canadian listing $KSI $KSI.TO (though domiciled in Ireland). I've owned a tracking position for about a year. Today is first day ever my shares have been loaned out for shorting by broker. Typically not a great sign. Then again when the same happened on $CAMT Camtek several weeks ago it was basically the bottom. sells Kneat Gx software to manage validation processes. The main industry they sell to is life sciences which includes pharma biotech and medical devices. With the brutal selloff we've seen in that space for the"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1924549619704594594) 2025-05-19 19:36:00 UTC 6081 followers, 3655 engagements "My all-time favorite podcast @bizbreakdowns did one on $UNH They're always way too slow uploading them to YouTube but it's on Spotify right now. UnitedHealth Group: Beyond The Premium"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1934437408969466010) 2025-06-16 02:26:33 UTC 6050 followers, 7199 engagements "No way ship has sailed on Eaton $ETN from risk/reward standpoint. The time to buy it was April 7th or around there. PE and EV/EBIT of forward XX and XX respectively may not seem far-fetched until you realize the unusually high margins they're based on. If margins even partially revert to say 2021/2022 levels you realize what the downside risk can be"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945185820727738607) 2025-07-15 18:16:54 UTC 6083 followers, 2964 engagements "@LeoNelissen You know if the price looks pretty I just gotta buy. $XXXXX how could I say no"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945520911316320497) 2025-07-16 16:28:25 UTC 6048 followers, XXX engagements "In case you missed it the BBB had a big win for $UNH PBM Optum Rx. Remember all that fear about PBM reform going into this year Yeah that was entirely dropped from Senate version. Status quo on PBMs = win for $UNH Cigna $CI Express Scripts and $CVS Caremark"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942255356400509358) 2025-07-07 16:12:16 UTC 6076 followers, 12.9K engagements "Perhaps the most straightforward investment theme from the passage of the Big Beautiful Bill is the big impact it will have on private jet sales. Specifically: General Dynamics $GD who makes Gulfstream jets Bombardier $BDRBF $BBDB.TO $BBDB who makes Challenger Global and Learjet Textron $TXT who makes Cessna and Beechcraft Embraer $ERJ Boeing $BA and Airbus $EADSF $EADSY $AIR.PA benefit but only trivially since they're airline focused. The bill's permanent XXX% bonus depreciation allows buyers to deduct full cost of a private jet in year of purchase. Here's the % of revenue each gets from"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940911414430126324) 2025-07-03 23:11:56 UTC 6078 followers, 3484 engagements "@StockzOnTap I pretty much only read bearish articles on stocks Im bullish or potentially bullish on. Reading reinforcement of your view whatever that may be is rarely productive. Since this $CNC article was bullish I only scrolled to the comments"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942973670412235176) 2025-07-09 15:46:36 UTC 6022 followers, XXX engagements "Did you get enough chip fab equip stocks during April lows If you didnt get enough $KLAC $LRCX $ASML $TER $ENTG etc. I have one potential idea to share. Of the XX names in my chips account only X is red and that is Onto Innovation $ONTO. Normally I would say average up on long term winners when they take a dip. Dont chase a loser. Maybe that holds true here and I should stop what Im about to say but Ill say it anyway. Because long term this stock is a winner. $ONTO is similar to $KLAC albeit much smaller. Both provide process control tools like inspection and metrology for semiconductor"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939275802052579660) 2025-06-29 10:52:35 UTC 6086 followers, 9817 engagements "Is it time to buy more Copart $CPRT I didn't have time to write about it yesterday but I did post a screenshot in real-time from gym showing you I was buying. 1200 shares added. Previously I've also written about how this $47-48 level has been a strong area of support for about XXX years now (since end of 2023). Of course the floor can always fall out so no claims it won't. I am adding anyway. Too much to unpack here in terms of why this high multiple stock deserves a premium. But here's a snapshot showing $CPRT margins (look at that net margin) ROIC and ROCE"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1933902654113231185) 2025-06-14 15:01:37 UTC 6041 followers, 5694 engagements "@SevenParr Why $PSX now Refiners you need super cheap. Only happens 2-3x per decade. I would not buy here or anywhere close"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942601537605530074) 2025-07-08 15:07:53 UTC 6052 followers, XXX engagements "From its peak XX days ago $OSCR is down 37%. But hey as a reminder you are still green YTD. You are doing way better than any of us in any other health insurer"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946070475383464211) 2025-07-18 04:52:12 UTC 6083 followers, 8950 engagements "@RentYourStocks Look at similar for $ELV and also look at EPS for each year. Amazing even with the new 2025 $XX EPS"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946256384611524775) 2025-07-18 17:10:56 UTC 6072 followers, XXX engagements "@MitchMartan98 Curious does he cover $CNC and if so whats his PT"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943313597830164910) 2025-07-10 14:17:21 UTC 6078 followers, 2136 engagements "@unusual_whales $FICO scores turned into millennial trophies"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946256672173007105) 2025-07-18 17:12:05 UTC 6085 followers, XXX engagements "Are data center buildout stocks like $EME Emcor Group $STRL Sterling Infrastructure $FIX Comfort Systems and $POWL Powell Industries cheap after their selloffs this week Maybe not. Many investors today werent investing XX years ago where it was a similar story playing out with names like $ACM AECOM $FLR Fluor and similar. Same story just not specific to data centers. It was for the construction and infrastructure boom leading up to the GFC. Using Fluor as example take a look at EV/revenue chart below. I like to focus on EV/revenue (not PE or EBITDA) because margins in these types of highly"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1893350821955608825) 2025-02-22 17:23:07 UTC 6071 followers, 1472 engagements "Tomorrow $UNH bulls may (or may not) get some relief. $ELV reports AM. I have about $500k in the name going into the print. If less bad than feared it could be the tide which lifts all boats. Elevance has higher Medicaid exposure nearly double UNH's as a % but nowhere near the high levels of Molina $MOH and Centene $CNC (which I also own). ELV's primary focus are commercial plans under Blue Cross Blue Shield licenses in most states. $UNH derives much more revenue from Medicare (40% from CMS) but has broader diversification with Optum and Optum Rx. In short anything govt isn't great at moment"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945713816026906879) 2025-07-17 05:14:58 UTC 6083 followers, 17.6K engagements "Comfort Systems $FIX and AAON $AAON have been tied in my book for the best HVAC stocks. I also own Carrier $CARR Ferguson $FERG (kind of related) Lennox $LII and Watsco $WSO $WSO.B Not a big fan of Trane $TT and Johnson Controls $JCI. Although I've followed $FIX for years I didn't make my first purchase until January 2024 at just XX shares. Some question why I own so many stocks and this is the point- start very very small and wait patiently for opportune times to add. I strongly believe in vested interests in everything in life. If you have money on the line you will care more about it. You"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1902405753035698576) 2025-03-19 17:04:11 UTC 6020 followers, 2471 engagements "Why is Centene $CNC Oscar Health $OSCR and Molina Healthcare $MOH down afterhours Centene withdrew 2025 GAAP and adjusted diluted EPS guidance. Health Insurance Marketplace Challenges: Wakely Consultants data (22 of XX states XX% of membership) showed lower market growth and higher morbidity. $XXX billion net risk adjustment revenue reduction $XXXX EPS impact. Additional reductions expected for remaining seven states. Refiling 2026 Marketplace rates to address these issues. Medicaid Operations: Rising costs in behavioral health home health and high-cost drugs (e.g. New York Florida). Q2 2025"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940165401247388046) 2025-07-01 21:47:32 UTC 6080 followers, 17.3K engagements "Every Tom Lee $GRNY $BMNR interview during a given timeframe pretty much sounds the same. The test of a great interviewer is someone who can extract new info from a subject. In the case of Tom Lee @amitisinvesting pulled that off. I think we have found the Charlie Rose of our niche"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1941632107186708944) 2025-07-05 22:55:42 UTC 6014 followers, 11.5K engagements "You may think I have a poop problem but I promise you that's not the story here. The story is why Amazon $AMZN is my largest holding and why Prime Day should be a national holiday. Not going to post screenshots because I like keeping my total portfolio size private and have already said it's around a XX% holding. It is tens of thousands of shares I'll say that. Back to story they had a $XX off $XX coupon on $PG toilet paper so what did you expect me to do While I don't have IBS or Crohn's I do currently have a nasty respiratory infection I caught traveling a week ago. Had to miss 4th of July"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942668707081380010) 2025-07-08 19:34:47 UTC 6048 followers, 8556 engagements "Earnings I have my eye on this Tuesday for potential buying opportunities. Nothing noteworthy Monday. Tuesday AM: $DHR Danaher is down in the dumps already a bad print or guidance might make it even cheaper. $ELV Elevance already pre-announced shortly after they saw what happened to $UNH so no surprises likely. I would choose UNH at the current $XXX over ELV at $XXX (it's at $XXX right now). Tuesday PM: $TSLA Tesla highest cost lots I have are $215-216 with an average cost in the low $100s. If we take out the $XXX level on downside I will likely buy. $ISRG Intuitive Surgical I've owned since"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1913239348625154547) 2025-04-18 14:33:01 UTC 6054 followers, 1000 engagements "My weight in Centene $CNC going into this was about 1/25th that of $UNH. 1.5k shares. I am likely willing to go up to 1/5th the weight of UNH but not on day one. Would like to save room for 2nd best $ELV if we get a surprise. Going into this all my Elevance shares were in $360s so not yet red. Need lower to add"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940411022847914289) 2025-07-02 14:03:33 UTC 6021 followers, 6564 engagements "@LancePellerin @BlueslideMark If you want Medicare Advantage exposure many better ways to go about it now"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944810725484175749) 2025-07-14 17:26:24 UTC 6027 followers, XXX engagements "Im not going to dispute this fact about $OSCR. In all fairness he didnt say if its a generation of a human or housefly. If housefly its XX days and that was last time we were at this price"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943887288226009495) 2025-07-12 04:16:59 UTC 6074 followers, 4921 engagements "Don't really want to talk about politics on here but this is directly related to health insurers specifically Molina $MOH and Elevance $ELV. Today Newsom said he now only wants to give legal immigrants free health insurance. Up until now illegal have qualified for it too. When I saw that first name that came to mind was Molina $MOH. Asked Grok who else covers the most and below was the answer. I own Elevance and Molina and am not really concerned as to fiscal impacts just interested in development. By the way Molina is the most innovative small player after $OSCR Oscar. When I moved to"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1922715535319478392) 2025-05-14 18:08:00 UTC 6083 followers, 7252 engagements "Paychex $PAYX down X% today. Why should you buy it Why should you not Every time this name gets a dip I always pull up the long term chart and am reminded of the subpar gains vs. S&P $VOO. Don't get me wrong it's not awful. But during many long term timeframes to match of beat the S&P you have to include dividends reinvested. In recent years I am actively trying to reduce dividend income not increase it. Today's drop places yield a hair above 3%. Which is nice if that's what you're looking for. In terms of the bigly payroll processors $PAYX is second to $ADP. I don't like ADP either but"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1937876257934639375) 2025-06-25 14:11:18 UTC 6006 followers, 2816 engagements "Eaton $ETN vs. Hubbell $HUBB vs. Powell Industries $POWL vs. $EME Emcor Group If you love the secular electrification theme like I do and are intrigued by the selloffs in these names which are the best to be in long term As I've discussed before I like $EME and $POWL but do have concerns about this new normal of margins being sustainable. Plus while exercising the other day I noticed Powell got the famous Cramer kiss of death. So for me those two are tiny nibbles only which I've traded around on way down as to not lose money (working so far). $EME is construction and engineering while the"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1899132640789143783) 2025-03-10 16:18:00 UTC 6009 followers, 1473 engagements "In a sea of red the past couple of days $WST West Pharma (and healthcare in general like $DHR Danaher) is recovering nicely. I placed a red dot on this chart as to what shares I had pre-earnings (they were intraday low hence not visible on chart). I actually have owned $WST stock a couple years but traded around it on way down as to not lose money. After earnings I bought several hundred shares starting at $XXX and down to sub $XXX. In the two days after earnings I unloaded my shares from $202-216. You can see what I'm left with. Almost could have unloaded the $XXX today. Most likely in about"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1894184045862678550) 2025-02-25 00:34:03 UTC 6048 followers, XXX engagements "Some startling $UNH news came out. This is really going to wreck them. Do they hate females Next we may hear the race card. Lastly if they're called Nazis it's the finale. That's when we will know the haters have ran out of nonsense to say"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946043314505220540) 2025-07-18 03:04:16 UTC 6086 followers, 14.5K engagements "Anyone here with a Gartner $IT subscription please share if you think its thesis may be broken in face of AI A single seat license can cost up to $10k+ with enterprise $50-100k+. Larger orgs spend millions annually on multiple licenses and consulting services. Initially it was believed $IT would benefit from AI as companies would use them more to figure it out. Now market research from AI is considered a rival. Will returns continue or broken thesis in making perhaps similar to what we might be see unfolding at $ADBE"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943807629735997834) 2025-07-11 23:00:27 UTC 6084 followers, 5999 engagements "Warning to $CAVA investors I just found out Chipotle $CMG invested in the better Ohio-based Brassica. I own stock in both so dont attack the messenger See my $CAVA vs. Brassica compare and contrast post below"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1941673708218954025) 2025-07-06 01:41:01 UTC 6050 followers, 4360 engagements "Anduril - not $AVAV AeroVironment - may be getting all the headlines lately for drone tech favorability with Trump admin etc. Local company for me too so I have another reason to have a favorable bias towards Anduril. But I passed on a couple offers to invest in them last year. Just don't want to chase valuation here. In terms of the public markets $AVAV remains a compelling company outside the prime defense contractors in drones and some other overlapping tech with Anduril. If it sells off more I'm even contemplating buying more $AVAV for the first time in a few years"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1896993043166978507) 2025-03-04 18:36:00 UTC 6078 followers, 1384 engagements "Im going to google London whale I dont even know what that means. It means that frankly Frank you should not be on TV discussing $JPM $C or anything banking. Not like hes young either. Hes 47"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945164297723896217) 2025-07-15 16:51:22 UTC 6074 followers, 1610 engagements "Since Webull $BULL is the new fav on fintwit for people hoping to catch a $HOOD ascent lets set aside controversies for a moment and ask a basic question: Do you personally use and prefer $BULL over $HOOD for your broker If so please share. Generally speaking investing in the 2nd best 5th best etc. because they are cheap is not the ideal investment strategy"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1941294025048457457) 2025-07-05 00:32:17 UTC 6052 followers, 7921 engagements "@pulte Unfortunately I have never encountered construction which is NOT riddled with fraud"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945540850735616307) 2025-07-16 17:47:39 UTC 6074 followers, 1476 engagements "If you've only been investing a few years don't be troubled by what are supposed to be great stocks going nowhere. Case in point: Healthcare $XLV which is comprised of many high quality long term (multi-decade) winners like: $UNH UnitedHealth Group $JNJ Johnson & Johnson = quality dividend less appreciation $TMO Thermo Fisher Scientific $DHR Danaher $ELV Elevance $MTD Mettler-Toledo $CNC Centene $MOH Molina .and many others. Every sector has a season. Sometimes the time between being in vogue can be X or XX years easily. Many of these names have been pretty much sideways for X years or worse"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940860569621614841) 2025-07-03 19:49:53 UTC 6048 followers, 7440 engagements "For those asking in my post from X weeks ago why I only held onto my lowest cost $FICO shares today is case in point. Lower the cost basis = lower the risk of loss. Still green despite -$285 today. Always focus on downside risks not upside potential. As mentioned from my background starting and running an online credit card biz VantageScore is a legit threat long term to $FICO and sometime soon I will write a banger explaining in detail"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942621735318442319) 2025-07-08 16:28:08 UTC 6048 followers, 6302 engagements "Builders FirstSource $BLDR among biggest losers on S&P today. Nothing unique as $ITB down X% and it's among the higher beta names in there. $NVR $DHR $LEN $PHG all around -2%. $HD and $LOW around -1%. Interesting that $BLD is down half that of $BLDR as they're both around same beta. This did lead me to double up on $BLDR today with intention of selling higher cost XXX later. Have done this on BLDR since around $XXX downward"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1929591496111796723) 2025-06-02 17:30:37 UTC 6027 followers, 3195 engagements "@ssharif1995 Do XX and XX chart with dividends included vs. S&P and youll get the answers. Though $FLO is less bad and I know X year from aristocrat but not for me"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943418906049417353) 2025-07-10 21:15:48 UTC 6077 followers, XXX engagements "Unbelievable a top article on Seeking Alpha about Centene $CNC could be based on a premise which is flat out wrong by an alleged "industry insider." This anonymous author says: "I feel confident writing about insurance companies because I have spent nearly XX years as an executive in the industry." .and. "Let me explain this from an industry insider's point of view." This is his purported insider view: "Medicaid filings are at state level with different deadlines per state. As ACA is federally regulated the Marketplace rate filings are on a federal submission June 5th was the 2025 deadline."  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942078646325321774) 2025-07-07 04:30:06 UTC 6083 followers, 14.9K engagements "Don't assume the comparisons of $CSCO dot-com era vs. $NVDA today are the same for everyone. The market cap of $NVDA is XXXX% of US GDP and XXX% of global GDP. This is beyond unprecedented. For example during dot-com bubble $MSFT peaked at XXX% of US GDP and XXX% of global GDP. Even lower $CSCO peaked at about XXX% of US GDP. If you look at highest market cap companies by decade no one stays on top for long. Especially tech. The most successful at staying within the top few spots have been those which were less disrupted by tech. Think energy companies like $XOM autos like $GM monopolized"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944476595303121244) 2025-07-13 19:18:41 UTC 6048 followers, 9349 engagements "Population in US is expected to remain flattish over next XX years at +8%. So what happens to housing in XX years when todays buyers die/downsize/assisted living"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945887545449169225) 2025-07-17 16:45:18 UTC 6084 followers, 3283 engagements "@amitisinvesting @SawyerMerritt @Starlink The force was switched via shareholder lawsuit a year or two ago. $AMZN was contracted with Blue Origin to launch them and basically it came down to why the hell is Blue Origin taking so long and costing so much Blue Origin didnt succeed in reaching orbit until this year"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945312322156945829) 2025-07-16 02:39:34 UTC 6011 followers, 1120 engagements "Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost XXX% in X years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1927594202877010306) 2025-05-28 05:14:05 UTC 6078 followers, 4062 engagements "I added XXX shares of $LVMHF $LVMUY $MC $MC.PA today. This is in addition to my add of XXX on April 7th. Earnings were: Revenue 20.3B Q1 XX 20.7B -XXX% (miss) Est. 21.1B miss % Growth by division Wines & Spirits -X% Fashion & Leather -X% Perfumes & Cosmetics X% Selective Retailing X% Growth by region US -X% Asia (excl. Japan) -XX% Europe +2% The Chinese gov has allegedly lifted the secrecy clause that luxury brands like $LVMH had in place for their Chinese manufacturers. I'm not on TikTok or IG but these videos are a thing on social media right now. I get all the negativity but that's exactly"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1912158260460982781) 2025-04-15 14:57:10 UTC 6022 followers, 2042 engagements "As I always say I prefer to own stock in the companies which screw me over the most. Has been a very profitable mantra for me so dont let me down health insurers The more you rip me off on coverage the more of your stock I want to own"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946439519911202823) 2025-07-19 05:18:39 UTC 6083 followers, 3591 engagements "$ASML earnings last night = example of why I only hold lowest cost lots. It doesn't matter if I also like ASML at $XXX $XXX or $XXX. I do From a risk management perspective the lower your cost basis the lower your risk of losing money. It also allows you to not care when the stock drops XX% on earnings"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945482505500721590) 2025-07-16 13:55:49 UTC 6083 followers, 4401 engagements "I love how there are so-called compounding quality accounts on here who will tout a stock like Copart $CPRT left and right. Then later in 2025 when it's much cheaper not a single mention I searched their feed for Copart (they don't use the ticker). So many of these types don't like to admit it but they chase trends almost as much as traders. They just don't realize some trends as to what is and isn't in style are 5-7 years or longer. But since they've only been investing that long they fail to recognize that. It's normal for long-term winners to move sideways or worse for multiple years at a"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944816338201141323) 2025-07-14 17:48:42 UTC 6074 followers, 5335 engagements "Hes not as rich as $UNH CEO Stephen Hemsley to drop $25M on stock but Centene $CNC director Thomas Greco did drop $1M as did other insiders at end of last year. Todays price is about XX% lower. After $UNH Centene is probably the best risk/reward in managed care. As mentioned a few days ago I did re-start buying in the $53s. Today I sold highest cost 1500 shares in green near $XX. So right now these $53s are my permanent hold unless we go lower. If we go to $XX will probably bump up to 2k shares. To recap at $55-56 I was at 1k. As with $UNH the better the value the bigger lll make a position."  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1938253079331369174) 2025-06-26 15:08:39 UTC 6083 followers, 11.1K engagements "That's true they didn't have DOJ probs but who does is big tech most of them. But people rarely talk about it because those stocks are making them money. Similar to big tech $UNH directly impacts X out every X Americans and has 400k employees so a bullseye on their back is the norm"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945247697981858028) 2025-07-15 22:22:46 UTC 6011 followers, XXX engagements "@grok @elonmusk @DzE_DuZz @ClashTrackerME @unusual_whales Kevin Spacey What interest would he have there"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945714741982462173) 2025-07-17 05:18:38 UTC 6070 followers, XXX engagements "@RentYourStocks Na have them buy $CNC instead. Bailout needed more badly and it would be a bite-sized acquisition for $UNH"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945989029566255418) 2025-07-17 23:28:34 UTC 6083 followers, XXX engagements "@Barchart Just what I love to see As shareholder not policyholder"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946438125846487255) 2025-07-19 05:13:06 UTC 6083 followers, XXX engagements "@unusual_whales Remember when everyone foolishly sold $ODFL and $SAIA Heres the boomerang effect"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944869197487726846) 2025-07-14 21:18:45 UTC 6027 followers, 1631 engagements "@RentYourStocks Their earnings are 31st. Let's say $UNH lifts all boats on 29th the sentiment may change and $CI may not fall no matter what their guidance is. Though yes it's the only one not significantly de-risked yet"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946230726405554332) 2025-07-18 15:28:59 UTC 6086 followers, XXX engagements "Look I don't care what anyone tells you. If you are building a position for long term (to hold multiple years and longer) then you are never better off paying more all things equal. Case in point: Mercado Libre $MELI When I say all things equal I'm talking fundamentals and macro. Assume I'm talking no unexpected company-specific performance differences between the two dates. Earnings were great but not unexpected. About X months ago a prominent account on here (shilling a sub) said he was now buying $MELI at $2600. I asked why he wasn't interested XX% lower just X weeks prior Rather than say"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943381709271052308) 2025-07-10 18:48:00 UTC 6079 followers, 5499 engagements "My buy order for 1000 shares of $CNI Canadian National Railway hit at $XXXXX at X mins after open. Still waiting on the better $CP Canadian Pacific as it was $70-71 in past months when I last bought. Not adding $UNP $CSX $NSC because the real fear is on Canadian side"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1896947183133565024) 2025-03-04 15:33:46 UTC 6048 followers, XXX engagements "Did you know BE Semiconductor $BESI $BESI.AS $BESIY had a XX% CAGR the last XX years It's a 100-bagger stock. Glad to see my friend @nrossolillo cover it in a dedicated video today: $NVDA and $AVGO might get all the attention but plenty of others in the AI and accelerated computing space also have insane gains such as this stock. What they do is design and manufacture die attach packaging and wire bonding systems. If you own Applied Materials $AMAT stock you already own about X% of $BESI as they purchased a stake in April. BE Semi trades on Amsterdam exchange but you can access it via ADRs"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1934751759517598029) 2025-06-16 23:15:40 UTC 6011 followers, 2589 engagements "Yes but similar to $MOH kind of wish $ELV already had waterfall moment. As I wrote about a week ago Im holding off on adding. My highest cost Elevance are $360s so even though stock is something like XX% off highs Im not down much yet. Similar story for my $MOH. I am just a lot more comfortable after huge declines. All things equal $ELV is obviously preferred 2nd choice after $UNH. But UNH has had waterfall moment. How closely have you done pro-forma on Molina and Elevance with BBB impact assumptions ranging from base to worst case"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943700283617653164) 2025-07-11 15:53:54 UTC 6011 followers, XXX engagements "@InvestorMexican Lets see out of those Canadian stocks I own $ANCTF ($ATD $WCN $TFII $DLMAF ($DOL $DOL.TO) $APEUF ($AEP $AEP.V). Right now Alimentation Couche-Tard is most attractively priced"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1891632645504659502) 2025-02-17 23:35:42 UTC 6002 followers, XXX engagements "After I wrote about $FICO this morning I did decide to nibble X shares as it approached $1500. Almost got the bottom but not quite. These X are subject to selling since they are not lowest cost. But we warned REAL RISKS with FICO and it is not the strong monopoly everyone has been brainwashed by Dev Kantesaria to believe. He's just talking his book. VantageScore was considered a joke XX years ago but not anymore. When VantageScore XXX came out in 2013 they switched to a XXX to XXX range to mimic $FICO for apples-to-apples score numbers. But the formula was way off so an XXX FICO was way"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942713266054295859) 2025-07-08 22:31:51 UTC 6082 followers, 14.2K engagements "Rocket Lab $RKLB competitor Firefly Aerospace $FLY filed to IPO. But I'd rather keep XXX% of my $1.1M in $RKLB stock than re-allocate any to Firefly and here's why. Valuation last Nov was $2B and riding the coattails of space hype I expect we will see pricing at $3.5-5B. Keep in mind that's pricing. Initial open who knows. In other words we will probably be looking at valuation which is 1/4 that of Rocket Lab today. Could reach 1/3rd on day one. The thing is Rocket Lab is way more than 4x better (de-risked) than Firefly. If one of my brokers allow I will put in an indication of interest and"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944774375296958475) 2025-07-14 15:01:57 UTC 6083 followers, 4490 engagements "@Vince85623723 I own $URI but dont want to buy Ashtead because I dont do ADRs and if I buy on London Ill be stuck with foreign stock. As you know they are moving primary listing to US soon. So I will buy when on US exchange if valuation is still good"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1935119609436455340) 2025-06-17 23:37:22 UTC 6023 followers, XXX engagements "@BillAckman @TuckerCarlson @TPUSA Im sure this is good and all Bill but were not going to read another one of these"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944257019890090345) 2025-07-13 04:46:10 UTC 6011 followers, 12K engagements "I think Costco $COST shareholders fail to recognize what may be the #1 most important thing responsible for their success. I'm talking the death of the sedan and the American obsession with big vehicles. This occurred after oil prices peaked at $XXX in 2007 crashed and never looked back. What would be considered a monster truck in the 90s is now normal. and everyone drives one. They are so large they no longer fit in standard garages. The Pontiac Grand Am and Ford Taurus were replaced with mom missiles. Ready to haul home multiple carts of crap. Would Costco be able to sell so much if this"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944601646153232616) 2025-07-14 03:35:36 UTC 6042 followers, 3196 engagements "@Vince85623723 Yeah Dassault Aviation $AM.PA $DUAVF was in my mind but forgot to include it. Even though they have a lower % of revenue from private jets than Bombardier (39 vs. 82%) they are a better stock"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1941157979925238204) 2025-07-04 15:31:42 UTC 6074 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SayNoToTrading Say No To Trading
Centene ($cnc) and Oscar Health ($oscr) stocks are down due to concerns over Medicaid and health insurance marketplace challenges. Several analysts are discussing the implications of these challenges and comparing the two companies. Additionally, some investors are adjusting their portfolios in response to recent market volatility and earnings reports.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +58%
- X Months XXXXXXXXX +20,083,271%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX +35%
- X Months XXXXX +150,000%
Followers: XXXXX #
- X Week XXXXX +5.50%
- X Month XXXXX +43%
- X Months XXXXX +201,633%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks #4478 finance #4715 cryptocurrencies technology brands countries travel destinations celebrities social networks luxury brands exchanges
Social topic influence $unh #3, $cnc #1, stocks #2723, $elv #2, $moh #1, $oscr #89, insurance #79, moh #16, amzn, $amzn
Top assets mentioned UnitedHealth Group (UNH) Centene Corp (CNC) Elevance Health Inc (ELV) Molina Healthcare, Inc. (MOH) Oscar Health, Inc. (OSCR) Amazon.com, Inc. (AMZN) Fair Isaac, Corp. (FICO) NVIDIA Corp. (NVDA) Rocket Lab USA, Inc. Common Stock (RKLB) Cigna Corp (CI) CVS Health Corp (CVS) Copart, Inc. (CPRT) Danaher Corporation (DHR) Microsoft Corp. (MSFT) The AZEK Company Inc. (AZEK) JAMES HARDIE INDUSTRIES plc. (JHX) TransDigm Group, Inc. (TDG) KLA Corp (KLAC) Onto Innovation Inc. (ONTO) Aaon Inc (AAON) SPDR S&P XXX ETF Trust (SPY) Gartner Inc (IT) Neurobro (BRO) Lennar Corporation (LEN) Comfort Systems USA, Inc. (FIX) Texas Pacific Land, Corp. (TPL) Axon Enterprise, Inc. (AXON) Humana Inc (HUM) Builders FirstSource, Inc. (BLDR) Carlisle Companies, Inc. (CSL) JPMorgan Chase (JPM) General Dynamics Corporation (GD) Heima (HEI) HEICO CORP CL A (HEI.A) Netflix Inc (NFLX) Paypex (PAYX) Teradyne, Inc. (TER) Lam Research Corporation (LRCX) Entegris, Inc. (ENTG) Johnson & Johnson (JNJ) Karman Holdings Inc. (KRMN) Alphabet Inc Class A (GOOGL) Camtek Ltd (CAMT) NVR, Inc. (NVR) Ferguson plc (FERG) BitMine (BMNR) QXO, Inc. Common Stock (QXO) Bitcoin (BTC)
Top Social Posts #
Top posts by engagements in the last XX hours
"Is LandBridge $LB the next Texas Pacific Land Corp $TPL First let me tell you a story about TPL going back 25ish years ago. As I mentioned this morning Taser (now $AXON) was the ultimate battleground stock back then on Yahoo Finance and $MSFT MoneyCentral (now MSN) forums. Maybe not the ultimate but a frequent deep value stock discussed back then was Texas Pacific Land Trust (the C-corp conversion is very recent). Back then market cap was around $200M (today it's $25B). When you bought into $TPL you were paying around $XXX per acre from what I remember. The investment thesis back then was"
@SayNoToTrading on X 2025-06-24 22:16:31 UTC 6016 followers, 4560 engagements
"@Macmengss Speaking of MA notice I almost never talk about $HUM. Hate that one" @SayNoToTrading on X 2025-07-18 15:16:18 UTC 6083 followers, XXX engagements
"@OttoPalacios9 Im telling you health insurance for 2026-2028 will be like what happened with homeowners and auto from 2021-2024. The BBB will be so inflationary for healthcare" @SayNoToTrading on X 2025-07-19 05:32:30 UTC 6083 followers, XXX engagements
"@OnlyMajorMoves_ I dont know Method and Seventh Generation seem to dominate space - both in sales and distribution visibility both online and offline" @SayNoToTrading on X 2025-07-02 19:05:35 UTC 6020 followers, XXX engagements
"@qcapital2020 Have heard the same and why I finally bought $MORN in April" @SayNoToTrading on X 2025-07-18 22:28:50 UTC 6085 followers, XXX engagements
"Should you sell your $AZEK stock or let your shares rollover into $JHX James Hardie I am conflicted and here's why. I invested in $AZEK for same reason I invest in Carlisle $CSL Builders Firstsource $BLDR and Trex $TREX because they offer proprietary products with higher margins. Contrast that to James Hardie which is largely commoditized products. Not that you can't make $$$ in those because look at Topbuild $BLD which is insulation. UFP Industries $UFPI is a mix of commodity and non-commodity products similar to Masco $MAS. I own these X too. I bought Azek at the absolute lows in 2022 and" @SayNoToTrading on X 2025-03-26 15:20:53 UTC 6052 followers, 5205 engagements
"Thanks and I can definitely be XXX% wrong on $FICO threat. It's just that from working in that space when I had a credit card biz I know how the underwriting works and how quickly many of them I think will change if it saves them even a few dollars. $JPM I could see doing so for sure. Already a lot of issuers are doing their own FICO-like score internally and cut out FICO entirely" @SayNoToTrading on X 2025-07-09 14:52:45 UTC 6048 followers, XXX engagements
"Still time for y'all to shell out $XXX to "tune in to Jim Cramer's biggest event of the year" today. If you have anyway of finding out please share what he says to buy and not buy to invert like that $NVDA advice April 4th. Hoping he puts $UNH $CNC $ELV in the doghouse. Might load up on LEAPS if he does" @SayNoToTrading on X 2025-07-11 14:02:09 UTC 6074 followers, 4498 engagements
"I own $LMT $NOC $GD $HII $LHX and related $TDG $HEI $HEIA and as much as I agree with Trump that cutting military budget in half would be good it will never happen. Defense co's are smart - operations spread nationwide in the backyard (and pocketbook) of every elected official" @SayNoToTrading on X 2025-02-13 23:48:44 UTC 6074 followers, 1826 engagements
"@daveginvesting $XX Don't hate. I'm talking a near worst-case scenario. That would be around an $950k reduction in unrealized gains for me and this is totally plausible. It was $XX in April as a reminder" @SayNoToTrading on X 2025-07-17 02:55:22 UTC 6070 followers, 3162 engagements
"To offset my YTD realized gains I will need to generate some realized losses. Unlike most I prefer to do tax loss selling by August. Out of my hundreds of positions the ones with red lots unrealized are health insurers $UNH $CNC $MOH $ELV. What I think I'm going to do over the next XX days is buy LEAPS now and then in August (31+ days after last purchase) sell any red lots on the stock I have. Will definitely do this on $CNC and $UNH high cost lots. On $MOH and $ELV maybe not because they're not far below breakeven. If one doesn't mind tying up a lot of capital you can buy as an example 10" @SayNoToTrading on X 2025-07-09 18:39:24 UTC 6082 followers, 7889 engagements
"As far as Big Beautiful Bill and Medicaid cuts seems like another less-bad-than-feared win for $UNH $CNC $MOH $OSCR etc. Work Requirements and Eligibility Checks: Imposes work requirements for some able-bodied adults and mandates more frequent eligibility checks aligning with the House-passed bill. Provider Tax Reduction: Proposes gradually lowering provider taxes from X% to XXX% by 2032 a slower timeline than initially planned differing from the Houses approach of freezing taxes at current rates and banning new ones. Rural Hospital Support: Allocates $XX billion over the same period as the" @SayNoToTrading on X 2025-06-29 17:56:57 UTC 6076 followers, 3706 engagements
"Some good news for $AMZN longs and bad news for taxpayers. Amazons contract with USPS is a tiered flat-fee rate on deliveries. For most Prime Day shipments looks like theyre having Post Office deliver these to me today Sunday. A lot of bulky and heavy items too. You just know the union mailman gets special pay for Sundays. Would cost more for Amazon to deliver themselves. Thanks USPS for subsidizing our shareholder returns" @SayNoToTrading on X 2025-07-13 15:51:09 UTC 6044 followers, 2551 engagements
"Many video rental stores in the 80s thru 00s were independently owned and operated. Saw a post saying these people were dumb to not hedge by owning $NFLX stock. No it's dumb to make a comment like that and here's why: (1) Netflix didn't start streaming 'til 2007. Their original content wasn't until 2012 but more like 2013 with first major production House of Cards. (2) Blockbuster had peak revenue in 2004 which was X years earlier. (3) Blockbuster tried streaming attempting to purchase Movielink in 2007 but eventually launched Blockbuster On Demand in 2010. (4) All of this was during Great" @SayNoToTrading on X 2025-07-12 23:06:52 UTC 6037 followers, 4011 engagements
"So far looks like that April 8th $XXX revisited X days ago is good floor for $PAYX" @SayNoToTrading on X 2025-06-30 19:14:09 UTC 6051 followers, 2986 engagements
"My high cost $ONTO shares unloaded today in green now left with these. But don't think I dislike this company at current $XXX. I like it there and a lot higher. Cycled through many shares of this on its decline so I like it much much higher too. If you're not familiar with company read my post from a few days ago:" @SayNoToTrading on X 2025-07-03 14:10:21 UTC 6078 followers, 3738 engagements
"Want a great data center stock It's not Vertiv $VRT American Tower $AMT and certainly not Super Micro $SMCI. Consider today's plunge on AAON $AAON earnings a gift. Leader in high-efficiency commercial HVAC (not just data centers) with conservative management that puts shareholders first. Look at the returns vs $SPY. If you would have invested $10k into $AAON in 2005 it would be worth $623k versus 71k for S&P 500" @SayNoToTrading on X 2025-02-27 20:03:40 UTC 6003 followers, 1671 engagements
"$UNH vs. $OSCR stock A lot of people are saying Oscar is trading at 7x earnings for 2027 which is way lower than UnitedHealth Group. So clearly buy $OSCR over $UNH here. Sorry it's not that simple. For one that 7x multiple was true a few weeks ago. Not now after the massive run. It's 11x consensus Dec 2027. Second $UNH is actually 8x Dec 2027. Surprisingly cheaper. Now estimates should be taken with a grain of salt especially that far out. Depending on source those consensus multiples vary. But comparing the multiples of these X companies is like comparing Progressive $PGR with a $153B market" @SayNoToTrading on X 2025-06-23 04:18:27 UTC 6048 followers, 29.2K engagements
"@nsdalal @long_equity I personally wouldn't but at forward of 15x it's reasonable. Not cheap though. Pre-covid this name frequently traded at lower multiple than that. For me maybe I would consider tiny nibble at $XXX. Search my feed for $RLI" @SayNoToTrading on X 2025-07-08 18:54:22 UTC 6023 followers, XXX engagements
"I've only been on X for X months and am starting to wonder if I was sold a false bill of goods of X being a great place for investment research. Searched for $IT and $BRO and XX% of the content I got is for shitcoins who stole the tickers. A lot of accounts don't share much because they want you to pay them $$$. Not many contribute much free content which is in-depth. Then there are the anonymous and pictureless hecklers. I'm listing bots last because any of the above are more annoying than the fake girls. At least they are polite and not an eyesore" @SayNoToTrading on X 2025-07-17 23:54:00 UTC 6083 followers, 5679 engagements
"What is absolute top of range to consider adding more $AXON stock For me its $XXX. But realistically $XXX. Heres my math on that: Currently at 21x forward EV/rev. Theyll probably blow through that like they always do but lets not make that assumption. For top of range 17x forward is $XXX. 15x forward is $XXX. You can see on chart where that 15x lands. High for sure but within realm of reason for past X years. As reminder in April you could have got $AXON as low as $XXX which is level Im more comfortable with. If we hit $XXX this summer would probably just nibble X or XX shares" @SayNoToTrading on X 2025-07-02 05:00:23 UTC 6051 followers, 4099 engagements
"If $NVDA market cap was ranked along with countries' GDPs it would be #6. Only the US China Germany India and Japan are larger. It greatly eclipses global defense spending which was $2.46T last year. It's worth more than the combined value of every stock on the London Stock Exchange $LNSTY $LDNXF $LSEG. You can mix and match a couple mag X names to get X Nvidia" @SayNoToTrading on X 2025-07-16 13:20:15 UTC 6083 followers, 1539 engagements
"@scottlincicome It was patriotism. Patriotic to farmers of corn" @SayNoToTrading on X 2025-07-16 23:46:07 UTC 6052 followers, 3808 engagements
"Nice piece by @tomas_riba on $ISRG Intuitive Surgical today. I also am watching but still overvalued to add more (last buys in 2022). $MDT Medtronic's Hugo has been hyped for years but fails to live up to expectations. Much like everything MDT these days Stryker $SYK Mako for joint replacement is one to keep eye for far future. Johnson & Johnson $JNJ Ottava I've heard nothing about in a long time. You mentioned $ISRG is currently at the the top X of your watch list from a quality perspective. Who is #1 and X right now" @SayNoToTrading on X 2025-03-09 23:10:53 UTC 6083 followers, 1282 engagements
"Unlike life insurance where you have to accurately predict when and how a XX y/o will die health insurance is short-tail. When $UNH $ELV $CI $CNC and $MOH price coverage too low they're not screwed for decades. As is the case with life insurance and product liability (think PFAS and asbestos claims). The Big Beautiful Bill was far worse than feared for Medicaid and ACA subsidies which is a rare outcome. As such we shareholders are suffering. Many of the health insurers are trading at 25+ year lows per multiple valuation metrics. But this is not $MMM dealing with PFAS liabilities 30-50 years" @SayNoToTrading on X 2025-07-18 22:23:36 UTC 6086 followers, 17.9K engagements
"Everyone seems to focus on upside potential of a stock. You need to focus on downside potential first. Don't worry about upside of a great company as it should take care of itself in time. When I say Centene $CNC is a better risk/reward than Oscar Health $OSCR it is exactly that; the ratio of perceived downside probability relative to that of the upside. This does not mean I think $CNC will necessarily offer a greater % gain in the next few months or years. In fact it probably won't if Oscar keeps delivering. It means I think the odds of making money vs. losing money favor buying it over" @SayNoToTrading on X 2025-06-26 16:35:27 UTC 6082 followers, 6571 engagements
"I know @LeoNelissen will like that Im doing this. $LB LandBridge" @SayNoToTrading on X 2025-07-16 15:50:57 UTC 6085 followers, 6140 engagements
"I hate this $LVMHF $LVMUY $MC.PA rebound. Sure back in green but last Thursday I had a flight departing at market close (1 pm Pacific). Placed an order to double-down these shares at $XXX around noon. Wasn't filling so went to adjust price up a few dollars but plane was boarding so couldn't finish. Now we're 13%+ off that price. I do need to do a dive into how much booze sales are impacting LVMH but the reason I'm confident in buying is Bernard Arnault. He's been buying for first time in years and he thinks in decades and generations not quarters. Yes you will see that "Black Monday" April" @SayNoToTrading on X 2025-07-02 18:00:49 UTC 6082 followers, 4408 engagements
"The only reason I'm not buying Monolithic Power $MPWR stock today or lately is because all my new shares during this period are still in the green. If we go below $XXX I will be buying more" @SayNoToTrading on X 2025-03-21 14:12:21 UTC 6025 followers, XXX engagements
"Percentage of revenue from Medicare: Molina $MOH - XX% Centene $CNC - XX% Elevance #ELV - XX% UnitedHealth $UNH - XX% CVS Health (Aetna) $CVS - X% Stocks to watch tomorrow for sure" @SayNoToTrading on X 2025-06-30 04:00:43 UTC 6083 followers, 8229 engagements
"Agreed seems most useful for sentiment checks. I agree for microcap land too but not my thing. Those require too much babysitting so need to be very concentrated with them. XX years ago would have loved the Canadian oil diehards but learned my lesson with $CNSWF Canadian Oil Sands Trust" @SayNoToTrading on X 2025-07-18 04:26:31 UTC 6082 followers, XXX engagements
"For fans of $HEI $HEIA $TDG $LOAR you may have missed this years IPO of Karman $KRMN. $RKLB space fans should also take note. Karman Holdings HEICO and TransDigm all aerospace and defense firms specialize in critical components. HEICO and TransDigm dominate aftermarket salesHEICO with cost-effective PMA parts TransDigm with high-margin proprietary productsvia acquisitions. Karman focuses on defense and space projects like hypersonics and missiles with less emphasis on broad aftermarket commercial. All X leverage specialized engineering to produce high-value aerospace and defense components" @SayNoToTrading on X 2025-03-19 15:20:40 UTC 6074 followers, 1420 engagements
"Love him or hate him @elonmusk sure knows how to get people to talk about what hes selling without ads. Robotaxi expansion:" @SayNoToTrading on X 2025-07-14 13:47:22 UTC 6052 followers, 2441 engagements
"I did do a switcheroo this morning on those X higher cost $FICO shares from a few days ago. And I'm just using the word switcheroo to annoy you" @SayNoToTrading on X 2025-07-14 17:30:10 UTC 6076 followers, 3337 engagements
"@unusual_whales Im only interested in it because they dont want to disclose. Does he not realize most people feel the same way" @SayNoToTrading on X 2025-07-15 23:36:08 UTC 6011 followers, 5520 engagements
"The @grok app has gone full-on $MSFT mode. Instead of forcing an Edge browser search you never wanted it forces you to open anime girl Ani" @SayNoToTrading on X 2025-07-16 15:27:24 UTC 6083 followers, 2257 engagements
"@DurableCreators Own every single one on that list except $MSI. I think I owned the company before it split and $GOOG bought Motorola Mobility around XX years ago" @SayNoToTrading on X 2025-05-05 16:02:09 UTC 6020 followers, XXX engagements
"The $AMZN Prime Day price scam pictured. I was going to re-stock these $KMB Kleenex this weekend but decided to wait X days for Prime Day. They have been $XXXX forever (on my Subscribe and Save so I know) and starting Prime Day price jumps to $XXXX. That's +18%. To get them near their normal price there is now a XX% off coupon but you have to spend $35+ on qualifying items. Most of which are things you don't want or need" @SayNoToTrading on X 2025-07-10 13:33:21 UTC 6074 followers, 3526 engagements
"I've written about Camtek $CAMT before which you can group with $KLAC and $ONTO for metrology and inspection equipment. Today my shares are back to being loaned out the only name in my chip portfolio to do so. Shorts tried this in March and April when stock was in $50s and $60s. Guess they're trying again" @SayNoToTrading on X 2025-06-30 14:39:45 UTC 6076 followers, 3159 engagements
"I know people are looking to trim winners. Counterintuitively it's often best to trim the lowest percentage gainers first when looking at lots acquired X to 5+ years ago. They're likely losers. Re: my $RKLB lot trim remember that lot was acquired a few weeks ago at $25" @SayNoToTrading on X 2025-07-17 18:34:58 UTC 6083 followers, 3092 engagements
"This comment related to $UNH and $CNC is a great reminder as to how WSJ can act as an Inverse Cramer. After getting that false $CNC article removed from Seeking Alpha on Monday back on there to see what's new. This comment is on the latest Centene article. Who else here loaded up on $T and $VZ when WSJ had their hit piece about lead contamination I did. As mentioned though it was a mistake because even though I made a lot of $ on that AT&T and Verizon are buy-low-sell-high stocks. You won't beat S&P holding them 10-20 years. I finished selling them this January. They are not buy and hold" @SayNoToTrading on X 2025-07-09 15:31:28 UTC 6083 followers, 7120 engagements
"Some weakness in $UNH shares this morning for news which is not new. They DID report a $3.3B profit in Q4 from divestments" @SayNoToTrading on X 2025-07-15 14:04:44 UTC 6074 followers, 13.7K engagements
"With $RKLB at ATHs I noticed my holding is now at an even $1M. But you should not get excited as a shareholder. Whether a stock you have conviction in is up or down it should have no relevance to your emotional state about it. Likewise when such a stock falls dont be discouraged. Be mentally neutral in all share price movements. I remember telling a friend on Seeking Alpha last year when my Rocket Lab was at $500k I viewed it as not real gains because it will likely revert and I just dont care since Im not selling regardless. Sure enough my $RKLB dropped a couple hundred thousand. Be mentally" @SayNoToTrading on X 2025-07-07 21:42:30 UTC 6052 followers, 97.5K engagements
"Another example of why XX% of paid investment advice is a complete scam. Cramer told his $XXX Club Members to sell $GOOG $GOOGL during April lows. Yesterday he told them to buy it back XX% higher. We all know the risks with Alphabet so Im not going to repeat them. All Im going to say is that when there are real risks of significant disruption to core model you need the stock as cheap as possible so the risk/reward skews safer. As mentioned at time I did add in April but not interested here. I actually do think $GOOG could go to $200-210 rather easily but I dont care about that because I focus" @SayNoToTrading on X 2025-07-12 17:01:04 UTC 6045 followers, 4779 engagements
"As an American Im not fond of European stocks due to currency risks and double taxation of dividends. That said couple years ago I did buy a little Euronext $EUXTF $ERNXY $XAMS simply because I cant resist owning every good investment related middleman business. Exchanges are best" @SayNoToTrading on X 2025-06-30 16:08:53 UTC 6082 followers, XXX engagements
"Copart $CPRT as previously mentioned $47-48 is what I want for adds. But we dont always get what we want. Hence another XXX today" @SayNoToTrading on X 2025-05-30 18:33:32 UTC 6051 followers, 2336 engagements
"@bgdbythesea Hell no. That's opposite of what I do. All I care about are unrealized gains. I hate realized gains. Market to market forces realized gains every year" @SayNoToTrading on X 2025-07-09 18:42:22 UTC 6017 followers, XXX engagements
"CNBC on while working out and Carter Worth says now its time to buy homebuilders. $NVR $LEN $DHI $PHM $TOL etc. are over XX% higher than X weeks ago when he said no. Why does everyone like to buy stocks AFTER they have already gone up" @SayNoToTrading on X 2025-07-09 21:40:21 UTC 6078 followers, 2856 engagements
"Just saw the news about the US federal govt buying into $MP MP Materials stock. I guess my tracking position will remain so because I'm not adding to it at $XX. Lower $20s and now with this development up to the $30s would definitely consider" @SayNoToTrading on X 2025-07-10 15:50:15 UTC 6083 followers, 4445 engagements
"$KRMN Karman Holdings IPO in a few days. Can anyone point me towards a deep dive on this Can never have too much good defense in your portfolio. Based nearby in Huntington Beach yet I've never heard of it" @SayNoToTrading on X 2025-02-05 16:16:06 UTC 6002 followers, 1353 engagements
"@cybertruck Good luck if that apocalypse is a Carrington Event" @SayNoToTrading on X 2025-07-15 16:57:29 UTC 6001 followers, XXX engagements
"If you own $BYDDF which are BYD's H shares via $OTCM don't worry. Your stock did not fall 66%. There's a X for X split not yet reflected. So your broker will show a loss until they update this. $BYDDY are ADRs and should be up to date" @SayNoToTrading on X 2025-06-11 14:40:17 UTC 6022 followers, 3099 engagements
"The $AZEK deal closed so now I am left with $JHX shares. It was a cash and stock deal. For 1000 Azek shares I received 1034 James Hardie shares and $26450 cash. In total that's about XXX% almost X years to the day I bought $AZEK (7-8-2022). But you just know that 1034 share count annoys me so I sold XX of them. I never bought $JHX because it's quality but not what I would called highest quality in building materials. It's no Carlisle $CSL that's for sure" @SayNoToTrading on X 2025-07-03 14:19:31 UTC 6048 followers, 6487 engagements
"@amitisinvesting No one on X talks about it but $FERG will be added to S&P sooner or later" @SayNoToTrading on X 2025-07-18 19:55:01 UTC 6085 followers, 1529 engagements
"BitMine $BMNR stock reminds me of last year when $QXO went public via a merger between Jacobs Private Equity (Brad Jacob's firm) and public microcap SilverSun. Stock went crazy then crashed. Thomas (Tom) Lee (not drummer) but financial rockstar became board chair of BitMine X weeks ago. Basically plan is to make is the Strategy $MSTR of Ethereum instead of Bitcoin. After $250M PIPE and filing to sell up to $X billion in securities (translation: dilution) to support its accumulation strategy what is the current NAV of $BMNR Grok X tells me $XXXXX as of today. Current share price is $57." @SayNoToTrading on X 2025-07-14 14:20:12 UTC 6083 followers, 3431 engagements
"Due to customer feedback I received from people on here when I asked about Webull $BULL decided to start a tracking position today in this controversial company. Bought through competitor $HOOD ha. A little ownership will motivate me to research further. Not opening an account there though because I don't need tax forms for a 10th brokerage account" @SayNoToTrading on X 2025-07-07 18:07:55 UTC 6016 followers, 6125 engagements
"The $UNH and $ELV followers have been asking me a lot about Cigna $CI. As all X are high quality and less exposure to Medicaid with heavy focus on group health plans. No I have not bought and here's why. We are still way up for the year. You have $ELV and $UNH basically at X year lows flirting with the March/April 2020 Covid levels. $CI is still up XX% above the Jan 30th low which is when I last added. Like UnitedHealth and its Optum Rx Cigna has a major PBM Express Scripts which I also owned before they bought it. $ESRX delisted 2018. Simply put I'm going for the falling knives. Cigna hasn't" @SayNoToTrading on X 2025-07-18 15:09:42 UTC 6083 followers, 5589 engagements
"$CNC a total disaster of course but did end up using the volatility in $ELV to swap out all my shares for slightly lower cost (shaved $X off the avg). Now all have today's buy date despite owning for years. A surprise could still happen for Elevance so not really looking to increase weight yet just cycle lower when possible. Works until it doesn't" @SayNoToTrading on X 2025-07-02 15:23:06 UTC 6082 followers, 6719 engagements
"You will see I regularly criticize all insurers and UnitedHealth Group is no exception. As I said the other day Geico does all kinds of sketchy stuff but because Buffett sips Cherry Cokes and nibbles See's Candy his folksy persona makes people forget. I think the entire insurance industry is unscrupulous. The question for you I have is what major business are not They're all out to maximize profit. Every single one of them. Rather than get mad I get even by owning the stocks of companies I'm forced to pay money to" @SayNoToTrading on X 2025-07-16 04:31:47 UTC 6042 followers, XXX engagements
"If you think $AMZN is tapping out on improving delivery efficiencies consider this Quantity of X toothbrush heads in X order. Shipped in X different boxes with nothing else. If you think this was intentional because they wanted to conserve limited quantities at local warehouse these were Subscribe & Save so ordered X days before delivery" @SayNoToTrading on X 2025-07-16 20:16:27 UTC 6084 followers, 2480 engagements
"When it comes to the best electric utility stocks which have consistent dividend track records and share prices that on average at least double every decade $BKH Black Hills Corp $ES Eversource Energy $NEE Nextera Energy $WEC WEC Energy Group With the exception of $WEC which has XX years of dividend increases the rest are dividend aristocrats with 25+ years of increases. $BKH has raised for XX years. But are they good investments I own $BKH $ES and $ESS but will only add to them at multi-year lows not here. $WEC doesn't quite meet the hurdle for my share price appreciation over XX to 30" @SayNoToTrading on X 2025-03-09 11:24:00 UTC 6050 followers, XXX engagements
"I have every right to be critical of $ASTS because I wrote the very first article for it on Seeking Alpha with a "Strong Buy" rating over X years ago titled: AST SpaceMobile: 20-100x Return Or XXX% Loss It's A Binary Bet If you bought then or anytime after worst case is you're up XXX% and best case you are up yes over 20x. This was a 2500 word deep dive not just into the company itself but especially the science. I really drilled home that their phased-array approach although extremely difficult was XXX% possible per the science. Here's an excerpt: I also walked readers through the graveyard" @SayNoToTrading on X 2025-07-01 05:20:30 UTC 6032 followers, 27.6K engagements
"For American holders of Evolution AB $EVO.ST $EVVTY $EVGGF what the hell is going on with most recent foreign dividend tax withholding Yeah I get the XX% but if you do the math on this it's a negative dividend Small holding so haven't bothered to call this broker's treacherous customer service yet but noticed same thing happened on today's dividend from Euronext $ENX.PA $EUXTF $ERNXY. As I've said before I hate foreign stocks with dividends because the foreign taxes paid are not tax deductible. So you get taxed twice. I wish they would just do buybacks. Don't try and argue with me and say" @SayNoToTrading on X 2025-06-09 17:49:57 UTC 6042 followers, 2549 engagements
"@RentYourStocks You still short going into print tomorrow I recall you were going to as hedge to UNH" @SayNoToTrading on X 2025-07-16 20:48:32 UTC 6069 followers, XXX engagements
"I dont like that Rocket Lab $RKLB has turned into a meme stock. As always highest cost lots are subject to sale and I just did that. Keeping these 25k shares 20k of which are cost basis in the $3s" @SayNoToTrading on X 2025-07-17 14:10:01 UTC 6086 followers, 6892 engagements
"$ROP Roper Technologies is one of the most underfollowed long term compounders you can buy. My favorite part of the biz is their Neptune Technology Group which specializes in smart water metering and analytics. I feel like Badger Meter $BMI gets so much love in this niche when it really should be shared with $ROP. Neptune provides AMR (Automated Meter Reading) and AMI (Advanced Metering Infrastructure) solutions helping utilities track water usage detect leaks and improve efficiency. About 1/3rd of the municipal water supply in the US uses $ROP This fits Ropers asset-light high-margin model" @SayNoToTrading on X 2025-03-05 21:56:00 UTC 6026 followers, 1530 engagements
"Whether it's $CNC $UNH or $OSCR be careful what you read whether it's on here Seeking Alpha or elsewhere. Thankfully they removed this article I warned you about last night but no one is on X taking down false info. As previously mentioned many prominent accounts on X have no idea that float doesn't equal cash for example" @SayNoToTrading on X 2025-07-07 18:50:04 UTC 6022 followers, 7010 engagements
"$XOM and $CVX have a long history of not only releasing earnings on the same day but also on Friday mornings. However sometimes Friday earnings are done with intent to sweep under the rug bad results especially when going into 3-day weekend on a low volume Friday. Doing this AM is the "I don't want it to be obvious I'm trying to hide something so I'll do it pre-market." But when done PM on a Friday there's no hiding anything. It's almost universally with the intent to hide bad news. Micro and small caps do this a lot. When I saw $CNC Centene's upcoming earnings are Friday July XX 2025 at 8:30" @SayNoToTrading on X 2025-07-11 14:57:40 UTC 6083 followers, 2354 engagements
"While not as high quality as Brown & Brown $BRO or Arthur J. Gallagher $AJG among the insurance brokers Marsh & McLennan $MMC is probably the most interesting here at $XXX. Thing is many people don't realize this post-Covid gravy train on crazy insurance hikes will hit a ceiling. Once it does these stocks could go flattish or underperform market for several years. For example if you bought $BRO at split-adjusted price of $XX in 2006 it was not back at that price for XX full years hitting it again 2016. Yeah GFC was between but Brown & Brown is not a bank or even an insurance company. Just an" @SayNoToTrading on X 2025-07-03 17:54:55 UTC 6083 followers, 2827 engagements
"Inverse Cramer How about inverse WSJ This article was published Nov. X 2024 the day after Trump won. Bearish on Oscar Health $OSCR (-8% that day) and Centene $CNC (-5%). Due to Obamacare and Medicaid exposure respectively. Bullish on UnitedHealth Group $UNH (+5%) Humana $HUM (+10%) and Aetna $CVS (+13%) due to "a more lenient stance from Republicans on Medicare Advantage and also on antitrust." In retrospect many expectations were inverse of actual results. No better than a coin flip. The point No one ever truly knows what the hell is next" @SayNoToTrading on X 2025-07-10 16:50:00 UTC 6083 followers, 4568 engagements
"This is why full-service restaurants e.g. $EAT are doing well and independent fast casuals are not as they've gotten too greedy on relative basis. People realize if they're going to tip XX% or more they're longer down with getting their own silverware napkins water and bussing their table" @SayNoToTrading on X 2025-07-17 19:00:27 UTC 6083 followers, 15.1K engagements
"I started losing respect for Jeremy Siegel when he began pitching WisdomTree $WT ETFs during the GFC. But I lost all respect for him today. This prominent nasal hair on screen for XX mins was just too much for me to take" @SayNoToTrading on X 2025-06-20 19:13:20 UTC 6069 followers, 1878 engagements
"@nrossolillo Good. I've had this little holding of $ANSS a couple years and I don't mind a few extra $SNPS shares. But I do mind the cash component. I HATE cash it's forced realized gains which means taxes" @SayNoToTrading on X 2025-07-14 17:16:59 UTC 6076 followers, XXX engagements
"Tomorrow is the X year anniversary of the Covid bottom. Initially the auto dealer stocks looked like a fad during the 2021 bubble but check out their 20-year CAGRs: Asbury Automotive Group $ABG: XXXX% AutoNation $AN: XXX% Lithia Motors $LAD: XXXX% Penske Automotive Group $PAG: XXXX% S&P XXX $SPY: XXXX% They all beat the market long term even if you bought them before GFC in 2005. @MohnishPabrai doesn't have any in his 13-Fs yet but has spoken favorably of these names many times. "The auto dealership business is a great business. It's got a lot of recurring revenue from service and parts. The" @SayNoToTrading on X 2025-03-23 04:54:33 UTC 6048 followers, XXX engagements
"For those in Constellation Software $CSU $CSU.TO $CNSWF Lumine Group $LMN.V $LMGIF and Topicus $TOIV $TOITF a great update on latter published this weekend by @tribaresearch on Seeking Alpha: I own all X with Topicus and Lumine since their spin-offs. As far as adds there was a good time to add last November for Topicus $TOITF which I did. Have yet to add to Lumine" @SayNoToTrading on X 2025-06-30 23:47:30 UTC 6074 followers, 6157 engagements
"I was really hoping to get more feedback on Gartner $IT. Similar to Adobe $ADBE their subscriptions have deep entrenchment but I've concluded the risk with AI has introduced too much uncertainty. Competitive analysis with LLMs seems like legit threat to model. I sold off XXX shares and have XX remaining. Earnings next week" @SayNoToTrading on X 2025-07-17 21:43:33 UTC 6084 followers, 3404 engagements
"Bought 2250 shares of Centene $CNC this morning in the mid $54s after taking out its Dec low from the $55s. Not large cap like $UNH or $ELV but Centene is X of the X best small health insurers. Other X being Molina $MOH and Oscar $OSCR. Despite X years of valuation compression still beats S&P over XX years. Forward PE is 7.5x. Health insurers so out of favor you don't need full mean reversion to outperform going forward. Just a slight bump can do. Being small no big bullseye on its back like UnitedHealth. No internal PBM. However it has risks of more exposure to lower income which includes" @SayNoToTrading on X 2025-06-02 14:31:02 UTC 6082 followers, 8285 engagements
"Potter's videos imply a rep demanded she interrupt surgery to justify coverage implying forced halt mid-procedure and patient risk. Terrible if true but that's not the whole story. @BillAckman needs to acknowledge these pertinent detail which I'm quoting from $UNH response: "UnitedHealthcare did not ask or expect you to scrub out of surgery and call right now as you falsely claim. Rather our client was surprised that you left a patient mid-surgery to return a call that it had informed your staff was not urgent and could wait. You know this because UnitedHealthcares representative told you" @SayNoToTrading on X 2025-07-15 23:31:29 UTC 6083 followers, 35.8K engagements
"Thank you for sharing that. I don't have any insight on short term moves for refiners but if you are planning on holding long term you really do need them super cheap and in my opinion only X to choose from: $PSX $MPC $VLO. I know $DINO is cheap but not quality enough but I do love their California classic brontosaurus logo for Sinclair they acquired. I don't own $VLO but do own $MPC too and my lowest cost purchase which was on exact Covid bottom of 3-23-2020 is about a 10-bagger. You really need a huge margin of safety on all X of these because you likely won't beat the S&P over a decade if" @SayNoToTrading on X 2025-07-08 18:10:12 UTC 6027 followers, XXX engagements
"I've been told by $UNH employees and providers commenting that actually NONE OF THEM refer to it as UNH. If they're going to use initials they say UHC or UHG for UnitedHealth Group. NOT the stock ticker. Only investors call it UNH. The plastic surgeon who went viral has a GoFundMe. I found it interesting that she refers to the company as UNH repeatedly and guess who the first donor was forking over $100k Yep @BillAckman Are we really supposed to believe he doesn't have any ulterior motives here" @SayNoToTrading on X 2025-07-16 04:12:41 UTC 6083 followers, 32.8K engagements
"@pharm_biz @BillAckman You make fair points but I also think you may have an ax to grind because of their PBM. Only independent pharmacies hate them and I know why because I know someone who owns one. PBMs cut out their lucrative margin" @SayNoToTrading on X 2025-07-16 01:39:57 UTC 6014 followers, XX engagements
"$XLV / $SPY It cant go down forever. If you subtracted the #1 weighted $LLY at XXXX% the record would go back even further (probably before the ETF existed). $UNH is 4th highest weight and prior to fall it was higher. Chart: Ned Davis Research" @SayNoToTrading on X 2025-07-19 15:55:28 UTC 6086 followers, 1718 engagements
"I don't know when it will be but I believe we will look back at the tariff crash as we did the Covid crash - something rapid severe and short-lived. It may even be a quicker recovery than Covid as there were rolling bottoms for many sectors during that time. Here *almost everything is crashing at once. Both safe havens and speculative. *There are a few holdouts right now like P&C insurance. But for most part everything is crashing. Even munis are having their worst day in XX years so we took out the GFC record on that" @SayNoToTrading on X 2025-04-09 17:10:56 UTC 6084 followers, 74.2K engagements
"Stockholm-listed Lifco $LIFCO $LFCBY $LFABF is very similar to Warsaw-listed Dino Polska I wrote about a couple days ago. No not their businesses but rather the recent investor excitement. US ADRs weren't even available 'til barely a year ago for $LFCBY and the "F" shares $LFABF. Lifco is a Swedish investment company that acquires and develops niche market-leading businesses with a decentralized long-term approach. It operates across three segments; Dental Demolition & Tools and Systems Solutions. Focus is on profitability independence and steady compounding growth. As you probably know" @SayNoToTrading on X 2025-03-04 22:11:00 UTC 6082 followers, XXX engagements
"The wisdom of Weiss this morning was going all-in on Bitcoin via $IBIT. So whats next for $BTC Down before up" @SayNoToTrading on X 2025-07-14 19:33:19 UTC 6074 followers, 1850 engagements
"Heres a video I took today of Serve Robotics $SERV delivering for SweetGreen $SG and others to office buildings downtown LA" @SayNoToTrading on X 2025-07-16 02:47:45 UTC 6085 followers, 3409 engagements
"Sandstorm $SAND getting acquired by Royal Gold $RGLD in all-stock deal. I really like this as Sandstorm has great assets but too much in pre-production and not the capital and scale to execute. Royal Gold is one of the biggest and the only one domiciled in the US. So unlike $FNV $OR $TFPM and $WPM you're not hit with the XX% foreign dividend tax. Happy to roll my $SAND into more $RGLD stock. Though as mentioned recently I did unload a lot of Sandstorm with gold prices where they are. Trimmed lowest quality did not touch highest quality. Below is a summary of these:" @SayNoToTrading on X 2025-07-09 15:21:44 UTC 6081 followers, 2544 engagements
"I was asked about Alexandria Real Estate $ARE and here is why I am NOT interested in buying it despite being totally washed out. In one of my income-focused portfolios I was in it last decade and sold in $90s-$100s within the past year or two. You can see how with dividends reinvested (if taxes didn't exist) it kept pace with S&P XXX until X years ago. That is actually really great for a REIT. Though historically this has been a low yielding REIT. For most of last decade and much of this decade yield was X% and sometimes 2%. Bottomed at XXXX% in 2021 Here's why I'm NOT buying despite likely" @SayNoToTrading on X 2025-06-05 13:05:00 UTC 6050 followers, 2619 engagements
"Nibble add on Copart $CPRT stock down XX% on earnings. An unusually large move for this name and historically it often rebounds somewhat before close. But this is not a great price. I know Copart is never at a great price but keep in mind that throughout March it was $52-53 for an extended period. Q3 last year $XX if you were quick. I only intend to hold the lowest cost XXX share lot I add today" @SayNoToTrading on X 2025-05-23 14:23:45 UTC 6027 followers, 4840 engagements
"@ericfredfisher Looks like the P&C insurers as well as brokers like $BRO might be coming down in price for a while. In the case of BRO though it's that acquisition which is weighing most I think" @SayNoToTrading on X 2025-07-18 04:34:28 UTC 6083 followers, XX engagements
"@BillBrewsterTBB Would go there regularly when at my cottage for things like 9V batteries. $X vs. $X on $AMZN. A lot of people who shop at $DG $DLTR are not doing much online shopping either due to limited access to credit and debit cards" @SayNoToTrading on X 2025-07-15 19:40:47 UTC 6080 followers, XXX engagements
"Decided to liquidate $JHX. The way they did the cost basis post merger they changed the below and gave me a $XXXXX cost basis. No thanks. No margin of safety there. So this means all of the XXX% gain was taxable with that cash distribution. I hate these types of deals. Prefer stock for stock no cash" @SayNoToTrading on X 2025-07-08 17:58:28 UTC 6048 followers, 3356 engagements
"@peanutbutterfi @jonnagap I would add to $EFX at $215ish" @SayNoToTrading on X 2025-07-08 17:50:39 UTC 6025 followers, XXX engagements
"Just based on watching and reading his articles and YT for several years. He also doesnt know what the hell hes talking about. Im shocked how little he knows often nothing about a company he covers. He just reads a description from elsewhere and sometimes doesnt even know how to pronounce the companys name. Then he relies on his Fast Graphs which as you know are highly variable depending on which time frame you cherry pick since they auto-adjust based on that. Their blended estimates are downright awful especially with value traps and during major distortions like Covid. As far as paid tools" @SayNoToTrading on X 2025-07-14 23:31:15 UTC 6013 followers, XXX engagements
"Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost XXX shares. Circle K food is kind of a joke compared to Casey's pizza right" @SayNoToTrading on X 2025-07-17 02:42:07 UTC 6085 followers, 2744 engagements
"@brent_e_trader @BillAckman Since I deleted TikTok and IG about X years ago I cant even access anything on them because it requires login to see anything" @SayNoToTrading on X 2025-07-16 00:15:27 UTC 6027 followers, 1014 engagements
"Definitely a dichotomy today in momentum tech vs. washed-out value and growth. As first day of 3rd quarter how much do you think it's related to fund managers NOT wanting to show $UNH $TMO $PEP $LEN $ODFL etc. near top of holdings on Q2" @SayNoToTrading on X 2025-07-01 20:33:01 UTC 6003 followers, 3892 engagements
"If I cant afford to use DoorDash $DASH myself how can EBT/SNAP holders afford to do so Dont give me sob stories about disabled seniors because there are cheaper and free grocery delivery options with min order size from $AMZN Kroger $KR etc" @SayNoToTrading on X 2025-07-07 16:44:02 UTC 6083 followers, 3754 engagements
"$DNOPY $DNOPF $DNP.WA Dino Polska stock was a very hyped coming out of Covid as you probably know with Chris Mayer and the like sparking the interest. Not that the hype wasn't deserved but rather it made the stock a bit too popular. Suddenly you had a whole American investment base chasing this semi-private Polish company which has a minimal float. As I do with almost all my stocks I spend hours and hours researching them (and staying on top of research) as I wait for an entry. Sometimes that entry never comes. Sometimes it takes a couple years as was the case with $DNOPY $DNOPF. This I" @SayNoToTrading on X 2025-03-02 06:12:00 UTC 6018 followers, 1200 engagements
"I was asked my opinion regarding the $UNH tweet by @BillAckman this morning. My opinion is the same as that of his dire $NFLX warnings in 2022 when stock was $178" @SayNoToTrading on X 2025-07-15 17:54:36 UTC 6083 followers, 20K engagements
"@RentYourStocks Yeah youre XX% safe and if Im wrong Ill be glad to be wrong" @SayNoToTrading on X 2025-07-16 21:04:57 UTC 6048 followers, XXX engagements
"Merger Mondays are back Home Depot $HD makes a major pro contractor play by acquiring GMS $GMS for $5.5B meaning $QXO is out. Parker Hannifin $PH to acquire Curtis Instruments for $1B which makes EV components. TransDigm $TDG to buy Simmonds Precision Products from $RTX in $765M deal. Hyatt Hotels $H to sell Playas real estate portfolio for $2B who they recently bought. In other words it's sell real estate but manage/franchise the hotels and resorts. I own every stock listed except GMS" @SayNoToTrading on X 2025-06-30 14:21:54 UTC 6068 followers, 2373 engagements
"Well $900s is more attractive than $1000s but Leo can give you better insight on current valuation. My experience with $TPL dates back XX years ago when it was $200M market cap and everyone talked about it on Yahoo Finance message board. Thats when I knew the company the best. Shale changed everything since" @SayNoToTrading on X 2025-07-16 17:13:33 UTC 6076 followers, XXX engagements
"@retaox Has he said anything about Molina recently" @SayNoToTrading on X 2025-07-11 15:07:36 UTC 6074 followers, XXX engagements
"Comfort Systems $FIX fans should really be paying attention today to $AAON as these are X sides of same coin. Both specialize in high-end commercial HVAC and have gotten recent tailwinds from AI datacenter buildouts. $FIX is a roll-up/consolidator of these installers. We're not talking the mechanical biz which might install your new Carrier or Bryant $CARR AC for $18k. Typical job for Comfort Systems is hundreds of thousands to millions $. $AAON is a manufacturer of very high end efficient air conditioners. With HQ in Tulsa OK and around 4k employees there as well as TX MO and OR they are" @SayNoToTrading on X 2025-06-17 17:51:24 UTC 6023 followers, 3780 engagements
"@Punished_Jess Yeah you have to go back a decade just to find anyone shopping at $CVS" @SayNoToTrading on X 2025-07-18 22:35:28 UTC 6083 followers, 1615 engagements
"When $OSCR falls it's a "panic crash" due to "misunderstood" model. When $UNH $CNC $MOH fall it's a "broken model" and "bad business." Be aware of your biases. Bottom line is you can't say UnitedHealth Group is evil and Oscar Health is not. All insurers are unscrupulous. Likewise for the many owned by Buffett but since he sips Cherry Cokes nibbling on See's Candies his folksy persona makes people forget his insurers are screwing people too. Yes $OSCR is down XX% from 2025 highs. But this is not a "panic crash" as its high was less than X weeks ago The selloffs in larger insurers especially" @SayNoToTrading on X 2025-07-11 17:51:49 UTC 6083 followers, 23.9K engagements
"When it comes to founder-led tech companies it seems Constellation Software $CSU $CSU.TO $CSNWF gets the most love these past few years if you exclude the mainstream $META $TSLA $NVDA $SHOP etc. but there are many other under-the-radar names to consider. Given my background in fintech one of my favorite is SS&C Technologies $SSNC. They provides software and services to the financial services and healthcare industries specializing in asset management insurance and healthcare administration solutions. Founded by Bill Stone in 1986 who remains the CEO. Grown from a small startup to a global" @SayNoToTrading on X 2025-03-25 05:03:42 UTC 6073 followers, XXX engagements
"Tomorrow $UNH bulls may (or may not) get some relief. $ELV reports AM. I have about $500k in the name going into the print. If less bad than feared it could be the tide which lifts all boats. Elevance has higher Medicaid exposure nearly double UNH's as a % but nowhere near the high levels of Molina $MOH and Centene $CNC (which I also own). ELV's primary focus are commercial plans under Blue Cross Blue Shield licenses in most states. $UNH derives much more revenue from Medicare (40% from CMS) but has broader diversification with Optum and Optum Rx. In short anything govt isn't great at moment" @SayNoToTrading on X 2025-07-17 05:04:08 UTC 6070 followers, XXX engagements
"Revisiting DOGE govt contractor casualties. Unloaded my XXX highest cost Booz Allen Hamilton $BAH today after going green leaving me with these. Best of bunch for permanent hold remains $CACI and I didn't even get the bottom on that one. Love me some CACI. A little $SAIC sprinkled in there simply because I love David Grusch's UAP insinuations for them and their deep history of decades of black budget projects. Right @tomdelonge $LMT related here but this post is about the more consultant-oriented contractors. I do take back what I said about not ever investing in an airline. I actually DO own" @SayNoToTrading on X 2025-07-02 20:20:00 UTC 6083 followers, 4451 engagements
"Even higher risk potentially higher reward is $CNC. Look at EV/revenue going back X decades. Of course no one wants it because of Medicaid. But if you even get a partial (less than half) mean reversion on net margin this is coiled spring. Like I said though much higher risk" @SayNoToTrading on X 2025-07-11 15:36:40 UTC 6083 followers, 1250 engagements
"Anyone here own microcap which trades in US on $OTCM under $KSIOF for its Canadian listing $KSI $KSI.TO (though domiciled in Ireland). I've owned a tracking position for about a year. Today is first day ever my shares have been loaned out for shorting by broker. Typically not a great sign. Then again when the same happened on $CAMT Camtek several weeks ago it was basically the bottom. sells Kneat Gx software to manage validation processes. The main industry they sell to is life sciences which includes pharma biotech and medical devices. With the brutal selloff we've seen in that space for the" @SayNoToTrading on X 2025-05-19 19:36:00 UTC 6081 followers, 3655 engagements
"My all-time favorite podcast @bizbreakdowns did one on $UNH They're always way too slow uploading them to YouTube but it's on Spotify right now. UnitedHealth Group: Beyond The Premium" @SayNoToTrading on X 2025-06-16 02:26:33 UTC 6050 followers, 7199 engagements
"No way ship has sailed on Eaton $ETN from risk/reward standpoint. The time to buy it was April 7th or around there. PE and EV/EBIT of forward XX and XX respectively may not seem far-fetched until you realize the unusually high margins they're based on. If margins even partially revert to say 2021/2022 levels you realize what the downside risk can be" @SayNoToTrading on X 2025-07-15 18:16:54 UTC 6083 followers, 2964 engagements
"@LeoNelissen You know if the price looks pretty I just gotta buy. $XXXXX how could I say no" @SayNoToTrading on X 2025-07-16 16:28:25 UTC 6048 followers, XXX engagements
"In case you missed it the BBB had a big win for $UNH PBM Optum Rx. Remember all that fear about PBM reform going into this year Yeah that was entirely dropped from Senate version. Status quo on PBMs = win for $UNH Cigna $CI Express Scripts and $CVS Caremark" @SayNoToTrading on X 2025-07-07 16:12:16 UTC 6076 followers, 12.9K engagements
"Perhaps the most straightforward investment theme from the passage of the Big Beautiful Bill is the big impact it will have on private jet sales. Specifically: General Dynamics $GD who makes Gulfstream jets Bombardier $BDRBF $BBDB.TO $BBDB who makes Challenger Global and Learjet Textron $TXT who makes Cessna and Beechcraft Embraer $ERJ Boeing $BA and Airbus $EADSF $EADSY $AIR.PA benefit but only trivially since they're airline focused. The bill's permanent XXX% bonus depreciation allows buyers to deduct full cost of a private jet in year of purchase. Here's the % of revenue each gets from" @SayNoToTrading on X 2025-07-03 23:11:56 UTC 6078 followers, 3484 engagements
"@StockzOnTap I pretty much only read bearish articles on stocks Im bullish or potentially bullish on. Reading reinforcement of your view whatever that may be is rarely productive. Since this $CNC article was bullish I only scrolled to the comments" @SayNoToTrading on X 2025-07-09 15:46:36 UTC 6022 followers, XXX engagements
"Did you get enough chip fab equip stocks during April lows If you didnt get enough $KLAC $LRCX $ASML $TER $ENTG etc. I have one potential idea to share. Of the XX names in my chips account only X is red and that is Onto Innovation $ONTO. Normally I would say average up on long term winners when they take a dip. Dont chase a loser. Maybe that holds true here and I should stop what Im about to say but Ill say it anyway. Because long term this stock is a winner. $ONTO is similar to $KLAC albeit much smaller. Both provide process control tools like inspection and metrology for semiconductor" @SayNoToTrading on X 2025-06-29 10:52:35 UTC 6086 followers, 9817 engagements
"Is it time to buy more Copart $CPRT I didn't have time to write about it yesterday but I did post a screenshot in real-time from gym showing you I was buying. 1200 shares added. Previously I've also written about how this $47-48 level has been a strong area of support for about XXX years now (since end of 2023). Of course the floor can always fall out so no claims it won't. I am adding anyway. Too much to unpack here in terms of why this high multiple stock deserves a premium. But here's a snapshot showing $CPRT margins (look at that net margin) ROIC and ROCE" @SayNoToTrading on X 2025-06-14 15:01:37 UTC 6041 followers, 5694 engagements
"@SevenParr Why $PSX now Refiners you need super cheap. Only happens 2-3x per decade. I would not buy here or anywhere close" @SayNoToTrading on X 2025-07-08 15:07:53 UTC 6052 followers, XXX engagements
"From its peak XX days ago $OSCR is down 37%. But hey as a reminder you are still green YTD. You are doing way better than any of us in any other health insurer" @SayNoToTrading on X 2025-07-18 04:52:12 UTC 6083 followers, 8950 engagements
"@RentYourStocks Look at similar for $ELV and also look at EPS for each year. Amazing even with the new 2025 $XX EPS" @SayNoToTrading on X 2025-07-18 17:10:56 UTC 6072 followers, XXX engagements
"@MitchMartan98 Curious does he cover $CNC and if so whats his PT" @SayNoToTrading on X 2025-07-10 14:17:21 UTC 6078 followers, 2136 engagements
"@unusual_whales $FICO scores turned into millennial trophies" @SayNoToTrading on X 2025-07-18 17:12:05 UTC 6085 followers, XXX engagements
"Are data center buildout stocks like $EME Emcor Group $STRL Sterling Infrastructure $FIX Comfort Systems and $POWL Powell Industries cheap after their selloffs this week Maybe not. Many investors today werent investing XX years ago where it was a similar story playing out with names like $ACM AECOM $FLR Fluor and similar. Same story just not specific to data centers. It was for the construction and infrastructure boom leading up to the GFC. Using Fluor as example take a look at EV/revenue chart below. I like to focus on EV/revenue (not PE or EBITDA) because margins in these types of highly" @SayNoToTrading on X 2025-02-22 17:23:07 UTC 6071 followers, 1472 engagements
"Tomorrow $UNH bulls may (or may not) get some relief. $ELV reports AM. I have about $500k in the name going into the print. If less bad than feared it could be the tide which lifts all boats. Elevance has higher Medicaid exposure nearly double UNH's as a % but nowhere near the high levels of Molina $MOH and Centene $CNC (which I also own). ELV's primary focus are commercial plans under Blue Cross Blue Shield licenses in most states. $UNH derives much more revenue from Medicare (40% from CMS) but has broader diversification with Optum and Optum Rx. In short anything govt isn't great at moment" @SayNoToTrading on X 2025-07-17 05:14:58 UTC 6083 followers, 17.6K engagements
"Comfort Systems $FIX and AAON $AAON have been tied in my book for the best HVAC stocks. I also own Carrier $CARR Ferguson $FERG (kind of related) Lennox $LII and Watsco $WSO $WSO.B Not a big fan of Trane $TT and Johnson Controls $JCI. Although I've followed $FIX for years I didn't make my first purchase until January 2024 at just XX shares. Some question why I own so many stocks and this is the point- start very very small and wait patiently for opportune times to add. I strongly believe in vested interests in everything in life. If you have money on the line you will care more about it. You" @SayNoToTrading on X 2025-03-19 17:04:11 UTC 6020 followers, 2471 engagements
"Why is Centene $CNC Oscar Health $OSCR and Molina Healthcare $MOH down afterhours Centene withdrew 2025 GAAP and adjusted diluted EPS guidance. Health Insurance Marketplace Challenges: Wakely Consultants data (22 of XX states XX% of membership) showed lower market growth and higher morbidity. $XXX billion net risk adjustment revenue reduction $XXXX EPS impact. Additional reductions expected for remaining seven states. Refiling 2026 Marketplace rates to address these issues. Medicaid Operations: Rising costs in behavioral health home health and high-cost drugs (e.g. New York Florida). Q2 2025" @SayNoToTrading on X 2025-07-01 21:47:32 UTC 6080 followers, 17.3K engagements
"Every Tom Lee $GRNY $BMNR interview during a given timeframe pretty much sounds the same. The test of a great interviewer is someone who can extract new info from a subject. In the case of Tom Lee @amitisinvesting pulled that off. I think we have found the Charlie Rose of our niche" @SayNoToTrading on X 2025-07-05 22:55:42 UTC 6014 followers, 11.5K engagements
"You may think I have a poop problem but I promise you that's not the story here. The story is why Amazon $AMZN is my largest holding and why Prime Day should be a national holiday. Not going to post screenshots because I like keeping my total portfolio size private and have already said it's around a XX% holding. It is tens of thousands of shares I'll say that. Back to story they had a $XX off $XX coupon on $PG toilet paper so what did you expect me to do While I don't have IBS or Crohn's I do currently have a nasty respiratory infection I caught traveling a week ago. Had to miss 4th of July" @SayNoToTrading on X 2025-07-08 19:34:47 UTC 6048 followers, 8556 engagements
"Earnings I have my eye on this Tuesday for potential buying opportunities. Nothing noteworthy Monday. Tuesday AM: $DHR Danaher is down in the dumps already a bad print or guidance might make it even cheaper. $ELV Elevance already pre-announced shortly after they saw what happened to $UNH so no surprises likely. I would choose UNH at the current $XXX over ELV at $XXX (it's at $XXX right now). Tuesday PM: $TSLA Tesla highest cost lots I have are $215-216 with an average cost in the low $100s. If we take out the $XXX level on downside I will likely buy. $ISRG Intuitive Surgical I've owned since" @SayNoToTrading on X 2025-04-18 14:33:01 UTC 6054 followers, 1000 engagements
"My weight in Centene $CNC going into this was about 1/25th that of $UNH. 1.5k shares. I am likely willing to go up to 1/5th the weight of UNH but not on day one. Would like to save room for 2nd best $ELV if we get a surprise. Going into this all my Elevance shares were in $360s so not yet red. Need lower to add" @SayNoToTrading on X 2025-07-02 14:03:33 UTC 6021 followers, 6564 engagements
"@LancePellerin @BlueslideMark If you want Medicare Advantage exposure many better ways to go about it now" @SayNoToTrading on X 2025-07-14 17:26:24 UTC 6027 followers, XXX engagements
"Im not going to dispute this fact about $OSCR. In all fairness he didnt say if its a generation of a human or housefly. If housefly its XX days and that was last time we were at this price" @SayNoToTrading on X 2025-07-12 04:16:59 UTC 6074 followers, 4921 engagements
"Don't really want to talk about politics on here but this is directly related to health insurers specifically Molina $MOH and Elevance $ELV. Today Newsom said he now only wants to give legal immigrants free health insurance. Up until now illegal have qualified for it too. When I saw that first name that came to mind was Molina $MOH. Asked Grok who else covers the most and below was the answer. I own Elevance and Molina and am not really concerned as to fiscal impacts just interested in development. By the way Molina is the most innovative small player after $OSCR Oscar. When I moved to" @SayNoToTrading on X 2025-05-14 18:08:00 UTC 6083 followers, 7252 engagements
"Paychex $PAYX down X% today. Why should you buy it Why should you not Every time this name gets a dip I always pull up the long term chart and am reminded of the subpar gains vs. S&P $VOO. Don't get me wrong it's not awful. But during many long term timeframes to match of beat the S&P you have to include dividends reinvested. In recent years I am actively trying to reduce dividend income not increase it. Today's drop places yield a hair above 3%. Which is nice if that's what you're looking for. In terms of the bigly payroll processors $PAYX is second to $ADP. I don't like ADP either but" @SayNoToTrading on X 2025-06-25 14:11:18 UTC 6006 followers, 2816 engagements
"Eaton $ETN vs. Hubbell $HUBB vs. Powell Industries $POWL vs. $EME Emcor Group If you love the secular electrification theme like I do and are intrigued by the selloffs in these names which are the best to be in long term As I've discussed before I like $EME and $POWL but do have concerns about this new normal of margins being sustainable. Plus while exercising the other day I noticed Powell got the famous Cramer kiss of death. So for me those two are tiny nibbles only which I've traded around on way down as to not lose money (working so far). $EME is construction and engineering while the" @SayNoToTrading on X 2025-03-10 16:18:00 UTC 6009 followers, 1473 engagements
"In a sea of red the past couple of days $WST West Pharma (and healthcare in general like $DHR Danaher) is recovering nicely. I placed a red dot on this chart as to what shares I had pre-earnings (they were intraday low hence not visible on chart). I actually have owned $WST stock a couple years but traded around it on way down as to not lose money. After earnings I bought several hundred shares starting at $XXX and down to sub $XXX. In the two days after earnings I unloaded my shares from $202-216. You can see what I'm left with. Almost could have unloaded the $XXX today. Most likely in about" @SayNoToTrading on X 2025-02-25 00:34:03 UTC 6048 followers, XXX engagements
"Some startling $UNH news came out. This is really going to wreck them. Do they hate females Next we may hear the race card. Lastly if they're called Nazis it's the finale. That's when we will know the haters have ran out of nonsense to say" @SayNoToTrading on X 2025-07-18 03:04:16 UTC 6086 followers, 14.5K engagements
"Anyone here with a Gartner $IT subscription please share if you think its thesis may be broken in face of AI A single seat license can cost up to $10k+ with enterprise $50-100k+. Larger orgs spend millions annually on multiple licenses and consulting services. Initially it was believed $IT would benefit from AI as companies would use them more to figure it out. Now market research from AI is considered a rival. Will returns continue or broken thesis in making perhaps similar to what we might be see unfolding at $ADBE" @SayNoToTrading on X 2025-07-11 23:00:27 UTC 6084 followers, 5999 engagements
"Warning to $CAVA investors I just found out Chipotle $CMG invested in the better Ohio-based Brassica. I own stock in both so dont attack the messenger See my $CAVA vs. Brassica compare and contrast post below" @SayNoToTrading on X 2025-07-06 01:41:01 UTC 6050 followers, 4360 engagements
"Anduril - not $AVAV AeroVironment - may be getting all the headlines lately for drone tech favorability with Trump admin etc. Local company for me too so I have another reason to have a favorable bias towards Anduril. But I passed on a couple offers to invest in them last year. Just don't want to chase valuation here. In terms of the public markets $AVAV remains a compelling company outside the prime defense contractors in drones and some other overlapping tech with Anduril. If it sells off more I'm even contemplating buying more $AVAV for the first time in a few years" @SayNoToTrading on X 2025-03-04 18:36:00 UTC 6078 followers, 1384 engagements
"Im going to google London whale I dont even know what that means. It means that frankly Frank you should not be on TV discussing $JPM $C or anything banking. Not like hes young either. Hes 47" @SayNoToTrading on X 2025-07-15 16:51:22 UTC 6074 followers, 1610 engagements
"Since Webull $BULL is the new fav on fintwit for people hoping to catch a $HOOD ascent lets set aside controversies for a moment and ask a basic question: Do you personally use and prefer $BULL over $HOOD for your broker If so please share. Generally speaking investing in the 2nd best 5th best etc. because they are cheap is not the ideal investment strategy" @SayNoToTrading on X 2025-07-05 00:32:17 UTC 6052 followers, 7921 engagements
"@pulte Unfortunately I have never encountered construction which is NOT riddled with fraud" @SayNoToTrading on X 2025-07-16 17:47:39 UTC 6074 followers, 1476 engagements
"If you've only been investing a few years don't be troubled by what are supposed to be great stocks going nowhere. Case in point: Healthcare $XLV which is comprised of many high quality long term (multi-decade) winners like: $UNH UnitedHealth Group $JNJ Johnson & Johnson = quality dividend less appreciation $TMO Thermo Fisher Scientific $DHR Danaher $ELV Elevance $MTD Mettler-Toledo $CNC Centene $MOH Molina .and many others. Every sector has a season. Sometimes the time between being in vogue can be X or XX years easily. Many of these names have been pretty much sideways for X years or worse" @SayNoToTrading on X 2025-07-03 19:49:53 UTC 6048 followers, 7440 engagements
"For those asking in my post from X weeks ago why I only held onto my lowest cost $FICO shares today is case in point. Lower the cost basis = lower the risk of loss. Still green despite -$285 today. Always focus on downside risks not upside potential. As mentioned from my background starting and running an online credit card biz VantageScore is a legit threat long term to $FICO and sometime soon I will write a banger explaining in detail" @SayNoToTrading on X 2025-07-08 16:28:08 UTC 6048 followers, 6302 engagements
"Builders FirstSource $BLDR among biggest losers on S&P today. Nothing unique as $ITB down X% and it's among the higher beta names in there. $NVR $DHR $LEN $PHG all around -2%. $HD and $LOW around -1%. Interesting that $BLD is down half that of $BLDR as they're both around same beta. This did lead me to double up on $BLDR today with intention of selling higher cost XXX later. Have done this on BLDR since around $XXX downward" @SayNoToTrading on X 2025-06-02 17:30:37 UTC 6027 followers, 3195 engagements
"@ssharif1995 Do XX and XX chart with dividends included vs. S&P and youll get the answers. Though $FLO is less bad and I know X year from aristocrat but not for me" @SayNoToTrading on X 2025-07-10 21:15:48 UTC 6077 followers, XXX engagements
"Unbelievable a top article on Seeking Alpha about Centene $CNC could be based on a premise which is flat out wrong by an alleged "industry insider." This anonymous author says: "I feel confident writing about insurance companies because I have spent nearly XX years as an executive in the industry." .and. "Let me explain this from an industry insider's point of view." This is his purported insider view: "Medicaid filings are at state level with different deadlines per state. As ACA is federally regulated the Marketplace rate filings are on a federal submission June 5th was the 2025 deadline." @SayNoToTrading on X 2025-07-07 04:30:06 UTC 6083 followers, 14.9K engagements
"Don't assume the comparisons of $CSCO dot-com era vs. $NVDA today are the same for everyone. The market cap of $NVDA is XXXX% of US GDP and XXX% of global GDP. This is beyond unprecedented. For example during dot-com bubble $MSFT peaked at XXX% of US GDP and XXX% of global GDP. Even lower $CSCO peaked at about XXX% of US GDP. If you look at highest market cap companies by decade no one stays on top for long. Especially tech. The most successful at staying within the top few spots have been those which were less disrupted by tech. Think energy companies like $XOM autos like $GM monopolized" @SayNoToTrading on X 2025-07-13 19:18:41 UTC 6048 followers, 9349 engagements
"Population in US is expected to remain flattish over next XX years at +8%. So what happens to housing in XX years when todays buyers die/downsize/assisted living" @SayNoToTrading on X 2025-07-17 16:45:18 UTC 6084 followers, 3283 engagements
"@amitisinvesting @SawyerMerritt @Starlink The force was switched via shareholder lawsuit a year or two ago. $AMZN was contracted with Blue Origin to launch them and basically it came down to why the hell is Blue Origin taking so long and costing so much Blue Origin didnt succeed in reaching orbit until this year" @SayNoToTrading on X 2025-07-16 02:39:34 UTC 6011 followers, 1120 engagements
"Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost XXX% in X years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem" @SayNoToTrading on X 2025-05-28 05:14:05 UTC 6078 followers, 4062 engagements
"I added XXX shares of $LVMHF $LVMUY $MC $MC.PA today. This is in addition to my add of XXX on April 7th. Earnings were: Revenue 20.3B Q1 XX 20.7B -XXX% (miss) Est. 21.1B miss % Growth by division Wines & Spirits -X% Fashion & Leather -X% Perfumes & Cosmetics X% Selective Retailing X% Growth by region US -X% Asia (excl. Japan) -XX% Europe +2% The Chinese gov has allegedly lifted the secrecy clause that luxury brands like $LVMH had in place for their Chinese manufacturers. I'm not on TikTok or IG but these videos are a thing on social media right now. I get all the negativity but that's exactly" @SayNoToTrading on X 2025-04-15 14:57:10 UTC 6022 followers, 2042 engagements
"As I always say I prefer to own stock in the companies which screw me over the most. Has been a very profitable mantra for me so dont let me down health insurers The more you rip me off on coverage the more of your stock I want to own" @SayNoToTrading on X 2025-07-19 05:18:39 UTC 6083 followers, 3591 engagements
"$ASML earnings last night = example of why I only hold lowest cost lots. It doesn't matter if I also like ASML at $XXX $XXX or $XXX. I do From a risk management perspective the lower your cost basis the lower your risk of losing money. It also allows you to not care when the stock drops XX% on earnings" @SayNoToTrading on X 2025-07-16 13:55:49 UTC 6083 followers, 4401 engagements
"I love how there are so-called compounding quality accounts on here who will tout a stock like Copart $CPRT left and right. Then later in 2025 when it's much cheaper not a single mention I searched their feed for Copart (they don't use the ticker). So many of these types don't like to admit it but they chase trends almost as much as traders. They just don't realize some trends as to what is and isn't in style are 5-7 years or longer. But since they've only been investing that long they fail to recognize that. It's normal for long-term winners to move sideways or worse for multiple years at a" @SayNoToTrading on X 2025-07-14 17:48:42 UTC 6074 followers, 5335 engagements
"Hes not as rich as $UNH CEO Stephen Hemsley to drop $25M on stock but Centene $CNC director Thomas Greco did drop $1M as did other insiders at end of last year. Todays price is about XX% lower. After $UNH Centene is probably the best risk/reward in managed care. As mentioned a few days ago I did re-start buying in the $53s. Today I sold highest cost 1500 shares in green near $XX. So right now these $53s are my permanent hold unless we go lower. If we go to $XX will probably bump up to 2k shares. To recap at $55-56 I was at 1k. As with $UNH the better the value the bigger lll make a position." @SayNoToTrading on X 2025-06-26 15:08:39 UTC 6083 followers, 11.1K engagements
"That's true they didn't have DOJ probs but who does is big tech most of them. But people rarely talk about it because those stocks are making them money. Similar to big tech $UNH directly impacts X out every X Americans and has 400k employees so a bullseye on their back is the norm" @SayNoToTrading on X 2025-07-15 22:22:46 UTC 6011 followers, XXX engagements
"@grok @elonmusk @DzE_DuZz @ClashTrackerME @unusual_whales Kevin Spacey What interest would he have there" @SayNoToTrading on X 2025-07-17 05:18:38 UTC 6070 followers, XXX engagements
"@RentYourStocks Na have them buy $CNC instead. Bailout needed more badly and it would be a bite-sized acquisition for $UNH" @SayNoToTrading on X 2025-07-17 23:28:34 UTC 6083 followers, XXX engagements
"@Barchart Just what I love to see As shareholder not policyholder" @SayNoToTrading on X 2025-07-19 05:13:06 UTC 6083 followers, XXX engagements
"@unusual_whales Remember when everyone foolishly sold $ODFL and $SAIA Heres the boomerang effect" @SayNoToTrading on X 2025-07-14 21:18:45 UTC 6027 followers, 1631 engagements
"@RentYourStocks Their earnings are 31st. Let's say $UNH lifts all boats on 29th the sentiment may change and $CI may not fall no matter what their guidance is. Though yes it's the only one not significantly de-risked yet" @SayNoToTrading on X 2025-07-18 15:28:59 UTC 6086 followers, XXX engagements
"Look I don't care what anyone tells you. If you are building a position for long term (to hold multiple years and longer) then you are never better off paying more all things equal. Case in point: Mercado Libre $MELI When I say all things equal I'm talking fundamentals and macro. Assume I'm talking no unexpected company-specific performance differences between the two dates. Earnings were great but not unexpected. About X months ago a prominent account on here (shilling a sub) said he was now buying $MELI at $2600. I asked why he wasn't interested XX% lower just X weeks prior Rather than say" @SayNoToTrading on X 2025-07-10 18:48:00 UTC 6079 followers, 5499 engagements
"My buy order for 1000 shares of $CNI Canadian National Railway hit at $XXXXX at X mins after open. Still waiting on the better $CP Canadian Pacific as it was $70-71 in past months when I last bought. Not adding $UNP $CSX $NSC because the real fear is on Canadian side" @SayNoToTrading on X 2025-03-04 15:33:46 UTC 6048 followers, XXX engagements
"Did you know BE Semiconductor $BESI $BESI.AS $BESIY had a XX% CAGR the last XX years It's a 100-bagger stock. Glad to see my friend @nrossolillo cover it in a dedicated video today: $NVDA and $AVGO might get all the attention but plenty of others in the AI and accelerated computing space also have insane gains such as this stock. What they do is design and manufacture die attach packaging and wire bonding systems. If you own Applied Materials $AMAT stock you already own about X% of $BESI as they purchased a stake in April. BE Semi trades on Amsterdam exchange but you can access it via ADRs" @SayNoToTrading on X 2025-06-16 23:15:40 UTC 6011 followers, 2589 engagements
"Yes but similar to $MOH kind of wish $ELV already had waterfall moment. As I wrote about a week ago Im holding off on adding. My highest cost Elevance are $360s so even though stock is something like XX% off highs Im not down much yet. Similar story for my $MOH. I am just a lot more comfortable after huge declines. All things equal $ELV is obviously preferred 2nd choice after $UNH. But UNH has had waterfall moment. How closely have you done pro-forma on Molina and Elevance with BBB impact assumptions ranging from base to worst case" @SayNoToTrading on X 2025-07-11 15:53:54 UTC 6011 followers, XXX engagements
"@InvestorMexican Lets see out of those Canadian stocks I own $ANCTF ($ATD $WCN $TFII $DLMAF ($DOL $DOL.TO) $APEUF ($AEP $AEP.V). Right now Alimentation Couche-Tard is most attractively priced" @SayNoToTrading on X 2025-02-17 23:35:42 UTC 6002 followers, XXX engagements
"After I wrote about $FICO this morning I did decide to nibble X shares as it approached $1500. Almost got the bottom but not quite. These X are subject to selling since they are not lowest cost. But we warned REAL RISKS with FICO and it is not the strong monopoly everyone has been brainwashed by Dev Kantesaria to believe. He's just talking his book. VantageScore was considered a joke XX years ago but not anymore. When VantageScore XXX came out in 2013 they switched to a XXX to XXX range to mimic $FICO for apples-to-apples score numbers. But the formula was way off so an XXX FICO was way" @SayNoToTrading on X 2025-07-08 22:31:51 UTC 6082 followers, 14.2K engagements
"Rocket Lab $RKLB competitor Firefly Aerospace $FLY filed to IPO. But I'd rather keep XXX% of my $1.1M in $RKLB stock than re-allocate any to Firefly and here's why. Valuation last Nov was $2B and riding the coattails of space hype I expect we will see pricing at $3.5-5B. Keep in mind that's pricing. Initial open who knows. In other words we will probably be looking at valuation which is 1/4 that of Rocket Lab today. Could reach 1/3rd on day one. The thing is Rocket Lab is way more than 4x better (de-risked) than Firefly. If one of my brokers allow I will put in an indication of interest and" @SayNoToTrading on X 2025-07-14 15:01:57 UTC 6083 followers, 4490 engagements
"@Vince85623723 I own $URI but dont want to buy Ashtead because I dont do ADRs and if I buy on London Ill be stuck with foreign stock. As you know they are moving primary listing to US soon. So I will buy when on US exchange if valuation is still good" @SayNoToTrading on X 2025-06-17 23:37:22 UTC 6023 followers, XXX engagements
"@BillAckman @TuckerCarlson @TPUSA Im sure this is good and all Bill but were not going to read another one of these" @SayNoToTrading on X 2025-07-13 04:46:10 UTC 6011 followers, 12K engagements
"I think Costco $COST shareholders fail to recognize what may be the #1 most important thing responsible for their success. I'm talking the death of the sedan and the American obsession with big vehicles. This occurred after oil prices peaked at $XXX in 2007 crashed and never looked back. What would be considered a monster truck in the 90s is now normal. and everyone drives one. They are so large they no longer fit in standard garages. The Pontiac Grand Am and Ford Taurus were replaced with mom missiles. Ready to haul home multiple carts of crap. Would Costco be able to sell so much if this" @SayNoToTrading on X 2025-07-14 03:35:36 UTC 6042 followers, 3196 engagements
"@Vince85623723 Yeah Dassault Aviation $AM.PA $DUAVF was in my mind but forgot to include it. Even though they have a lower % of revenue from private jets than Bombardier (39 vs. 82%) they are a better stock" @SayNoToTrading on X 2025-07-04 15:31:42 UTC 6074 followers, XX engagements