Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $148,36 20 juil 2026Actuel $164,26 09 sept 2026Résultat −$15,90vs. indice −13,5% SPY +2,7% sur la même période
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Contexte de la transcription source
…t Iran and then hit Iran again. Wall Street's not a very creative place, people. It doesn't try to match winners with real events. It just does everything it can to epitomize the obvious in a completely knee-jerk fashion. Oil prices go up. Don't buy the majors, though. They make money in some things and don't make money as many in many others. People try to shoe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Phili…
Don't buy the majors, though.
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Entrée $313,31 20 juil 2026Actuel $388,95 09 sept 2026Résultat +$75,64vs. indice +21,4% SPY +2,7% sur la même période
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Contexte de la transcription source
…oe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers. The integrated oils are among the worst. I like Valero the most pure play. Remember, there are limited number refiners. They can export gas if they want to make even more money than selling it here. Best of all, there aren't going to be a lot of new refiners built anytime soon because it takes ages and ages to ge…
I like Valero the most pure play.
Contexte extrait par IA the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers.
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Entrée $315,31 20 juil 2026Actuel $399,44 09 sept 2026Résultat +$84,13vs. indice +23,9% SPY +2,7% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
… prices go up. Don't buy the majors, though. They make money in some things and don't make money as many in many others. People try to shoe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers. The integrated oils are among the worst. I like Valero the most pure play. Remember, there are limited number refiners. They can export gas if they want to make even more money than selling it here. Best of all…
which means Valero, Marathon Pete, and Philip 66 should be bought.
Contexte extrait par IA the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought.
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Entrée $208,80 20 juil 2026Actuel $260,78 09 sept 2026Résultat +$51,98vs. indice +22,2% SPY +2,7% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
… prices go up. Don't buy the majors, though. They make money in some things and don't make money as many in many others. People try to shoe or Kanico into the mix. The winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought. They're the best performers. The integrated oils are among the worst. I like Valero the most pure play. Remember, there are limited number refiners. They can export gas if they want to make even more money than selling it here. Best of all…
which means Valero, Marathon Pete, and Philip 66 should be bought.
Contexte extrait par IA the winners are the refiners that can raise prices at the pump immediately, which means Valero, Marathon Pete, and Philip 66 should be bought.
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Entrée $126,38 20 juil 2026Actuel $118,39 09 sept 2026Résultat −$7,99vs. indice −9,1% SPY +2,7% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
…s are naturals. I went to my favorite Dollar Tree this weekend. It's ridiculously cheap for so many things. I season on the movie candy aisle so I can watch Cape Fear with all the dollar snow caps I want. The seasonal fair is just perfect. That's why I like Dollar Tree. My Dollar General on the other hand is often poorly stock. What can you do? But the best two retail stocks I think are Walmart and TJX. Two that are I I got to tell you two that I think always bounce back in this kind of environment. Walma…
That's why I like Dollar Tree.
Contexte extrait par IA The trickiest trade though, and the one I like the best, is return to the discounters. The dollar stores are naturals. I went to my favorite Dollar Tree this weekend.
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Entrée $155,70 20 juil 2026Actuel $126,12 09 sept 2026Résultat −$29,58vs. indice −21,7% SPY +2,7% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
… I season on the movie candy aisle so I can watch Cape Fear with all the dollar snow caps I want. The seasonal fair is just perfect. That's why I like Dollar Tree. My Dollar General on the other hand is often poorly stock. What can you do? But the best two retail stocks I think are Walmart and TJX. Two that are I I got to tell you two that I think always bounce back in this kind of environment. Walmart didn't have the best quarter, but it's rolling back prices in a way that should bring people right back to the stores. The real barga…
But the best two retail stocks I think are Walmart and TJX.
Contexte extrait par IA But the best two retail stocks I think are Walmart and TJX. Two that are I I got to tell you two that I think always bounce back in this kind of environment.
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