Recommendations
0 to acquire · 3 to dispose
| Ticker | Name | Close | Action | Action Price Where to act — a buy-limit on a pullback or a buy-stop above resistance, not the current price. Sanity-check vs Close: on a held name, an action price stranded above the close means the queued level was set when the stock was higher — stale, awaiting reprice. | Stop The risk-defined exit, set below the entry for a long (~1.2–1.8×ATR). A held long whose Stop sits at/above the Close is already below its stop — a stale box awaiting reprice. | 1wk Model estimate of the likely price at this horizon — a forward projection, not a guarantee, and separate from the trade's Action Price or Stop. Where the ML estimator is enabled these are per-ticker calibrated forecasts (~80% coverage band) that are refreshed periodically and can drift between refreshes; otherwise they're interpolated from the signal's swing target. Confirm against the settled close. | 4wk Model estimate of the likely price at this horizon — a forward projection, not a guarantee, and separate from the trade's Action Price or Stop. Where the ML estimator is enabled these are per-ticker calibrated forecasts (~80% coverage band) that are refreshed periodically and can drift between refreshes; otherwise they're interpolated from the signal's swing target. Confirm against the settled close. | 12wk Model estimate of the likely price at this horizon — a forward projection, not a guarantee, and separate from the trade's Action Price or Stop. Where the ML estimator is enabled these are per-ticker calibrated forecasts (~80% coverage band) that are refreshed periodically and can drift between refreshes; otherwise they're interpolated from the signal's swing target. Confirm against the settled close. | Rationale |
|---|---|---|---|---|---|---|---|---|---|
| KO | Coca-Cola Co | 88.10 | SELL 30% | 88.10 | 85.95 | 88.15 (+0.1%) | 88.26 (+0.2%) | 88.57 (+0.5%) | Coca-Cola has printed strong-sell for a 3rd straight close and the 12-week view is flat (+0.5%) with the position up 4.7% and 99% of the way to its 12-week target, so we bank 30% of the gain. OPS: ADR-0012 profit-take, armed + tick (c) T12 88.57 < 1.02x close; displaced by the cap on 09-23 (L3 - no third deferral). Label Portion 88.5% held to the 30% profit-take tier; MoS -2.09 no bump (G2 suppresses anyway, T12 >> DCF). Balance on rung. · news |
| DVA | DaVita Inc | 174.67 | SELL 50% | 174.67 | 168.48 | 170.55 (-2.4%) | 160.93 (-7.9%) | 133.44 (-23.6%) | DaVita broke down 4.6% to, a decisive close below both its stop and its 200-day average, and the engine flipped to sell with a 12-week view of -24%, so we halve the losing position. OPS: stop break -0.91 ATR + below EMA200 + neg 12wk (L2) + SELL-REDUCE 65 (model 49% -> tier 50%); BreakdownDown_20D|sell cell bias 0 (n=6). New rung (close - 1 ATR); model stop. · news |
| LLYVA | Liberty Live Holdings Series A | 96.43 | SELL 50% | 96.43 | 93.73 | 95.22 (-1.3%) | 92.40 (-4.2%) | 84.33 (-12.5%) | Liberty Live (A) flipped from no-trade to strong-sell 71 on a failed breakout, with a 12-week view of -12.5% on a position already down 7%, so we halve it. OPS: fresh print; label Portion 88.5% (full-exit target) tiered to 50% because the print is single-session and the close is above the stop; FailedBreakout_Down_20D|sell +3 (n=61). Valuation NA. New rung (close - 1 ATR). LLYVK (same underlying) displaced by the cap. |
| LLYVK | Liberty Live Holdings Series C | 99.70 | NO ACTION | 99.70 | 94.35 | 98.46 (-1.2%) | 95.38 (-4.3%) | 86.74 (-13.0%) | Liberty Live (C) printed the board's highest sell conviction (78) with a -13% 12-week view, but it is the same economic exposure as the LLYVA cut and lost the three-card cap on dollar size. OPS: re-arm - a 2nd SSR print or close < takes a slot next EOD. |
| AAPL | Apple Inc | 335.92 | HOLD | 335.92 | 326.25 | n/a | n/a | 372.57 (+10.9%) | Apple's 30% profit-take filled at on 09-24; the balance rides the trail with a +11% 12-week view. OPS: tick (d) still live (3rd NT) but was acted on 09-24 - no re-fire on the same tick the day after the fill. |
| MCO | Moody's Corp | 467.35 | HOLD | 467.35 | 450.30 | n/a | n/a | 415.82 (-11.0%) | Moody's strong-sell eased to 69; the balance was halved at the 09-23 open and holds on the rung. OPS: 5th SSR print, below EMA200, 12wk -11%; largest displaced bleed - a close < sells the balance. |
| CVX | Chevron Corp | 205.65 | HOLD | 205.65 | 208.07⚠ | n/a | n/a | 223.03 (+8.5%) | Chevron is up 15% on cost with a +8.5% 12-week view and steady conviction, so no profit-take tick fires; it holds under the trail but above the model stop. OPS: 4th session -0.54 ATR under trail; hard line model stop. |
Outcome & track record
Accuracy at the time of this record.
203 Graded decisions Past recommendations old enough to score against what actually happened (target hit / stopped out / closed). This is the evidence base — the bigger the number, the more history behind the calls. Click to inspect every one. See the decisions →
-0.735 1-week calibration How much of the eventual 4-week move typically shows up in the first week (0 = almost none, 1 = most of it). Use it to read the 1-week estimates: a low number means prices drift toward the target slowly, so don't over-read a soft week-1.
84 Published records How many dated end-of-day verdicts exist for this book — the length of the public track record you can browse in the Archive below.