Recommendations
1 to acquire · 0 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 |
|---|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 283.82 | ADD | 283.82 | 254.37 | 297.86 (+4.9%) | 330.62 (+16.5%) | 197.41 (-30.4%) | Q ended 2026-06-30 (pub 2026-07-23): rev +24.2% YoY; margin elevated by one-time gains. No sustainable catalyst to add. Hold. The fund holds Alphabet at a 6.59% weight. After the -12.6% fall on the Q3 EPS miss the position has drifted to 5.45%, so holding at weight means buying back to target. Target Book 6.59% vs held 5.45% (gap +1.14pp). Under-weight by 1.14pp: market at next open. Technicals agree on direction (ReversalUp_Oversold conv 90, RSI 22). The 12wk projection 197.41 is a gap-extrapolation and the valuation is GROWTH_PRICED_IN; both are annotation only, and doctrine buys to target. The post-earnings gap is DOWN, so this is not an L6 chase. Per L8, reprice if the 10-30 open gaps >~1.5% from 283.82. GOOG (+0.38pp under) is sub-threshold: no card. · news |
| AAPL | APPLE INC | 348.91 | HOLD | 348.91 | 336.96 | n/a | 360.86 (+3.4%) | 377.44 (+8.2%) | Q ended 2026-06-27 (pub 2026-07-31): rev +16.4% YoY, net margin 27.2%. Strong; no deterioration. Hold. In target (Target Book forecast 2026Q3); doctrine holds - technicals (HOLD, FailedBreakdown_Up_20D) annotate only. |
| AXP | AMERICAN EXPRESS CO | 323.71 | HOLD | 323.71 | 299.22 | n/a | n/a | 301.36 (-6.9%) | Q ended 2026-06-30 (pub 2026-07-24): rev +8.6% YoY, net margin 27.7%. Solid. Hold. In target (Target Book forecast 2026Q3); doctrine holds - technicals (AVOID, NoSignal) annotate only. |
| KO | COCA COLA CO | 92.82 | HOLD | 92.82 | 89.39 | n/a | 96.25 (+3.7%) | 99.14 (+6.8%) | Q ended 2026-04-03 (pub 2026-04-30): rev +12.1% YoY, net margin 31.5%. Strong. Hold. In target (Target Book forecast 2026Q3); doctrine holds - technicals (HOLD, FailedBreakdown_Up_20D) annotate only. |
| BAC | BANK OF AMER CORP | 51.14 | HOLD | 51.14 | 49.15 | n/a | n/a | 34.39 (-32.8%) | Q ended 2026-06-30 (pub 2026-07-31): rev +15.0% YoY, net margin 28.8%. Strong. Hold. In target (Target Book forecast 2026Q3); doctrine holds - technicals (STRONG SELL - REDUCE, FailedBreakout_Down_20D) annotate only. |
| CVX | CHEVRON CORPORATION | 231.46 | HOLD | 231.46 | 229.01 | n/a | 240.39 (+3.9%) | 278.16 (+20.2%) | Q ended 2026-06-30 (pub 2026-08-06): rev +56.3% YoY, net margin 17.2%. Strong recovery. Hold. In target (Target Book forecast 2026Q3); doctrine holds - technicals (HOLD, FailedBreakdown_Up_20D) annotate only. |
Outcome & track record
Accuracy at the time of this record.
0 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.
0.000 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.
17 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.