Tracey Ryniec
@traceyryniec
Senior Stock Strategist at Zacks Investment Research. Hosts 2 podcasts. Writer. Loves housing. Chicago.
I'm watching JB Hunt, trucking and logistics, after the bell. $JBHT
Too big to fail banks report tomorrow before the open. Which will you be watching? Citigroup, JPMorgan, Bank of America or Wells Fargo? Goldman Sachs is also reporting. It is the top Dow Industrials component, by share price. One year returns below. $GS $C $JPM $BAC $WFC
Fastenal is reporting in the morning. It's a bellwether for manufacturing and construction. $FAST
Retailers are bringing in holiday early again as freight rates soar and new tariffs are expected.
It's not about oil. It's about refined products. 33% of Russia's refining capacity is off-line. It's having a ripple effect globally. Supply chain is disrupted. Drone Strike Shuts Russia's Largest Refinery as Fuel Shortages Worsen oilprice.com/Latest-Energ... #oilprice
I would not own Rocket right here. When they do raise rates, there will be less mortgage demand. Rocket can go much lower from here. $RKT
Jabil is reporting in the morning. It's an AI play. I own it in Zacks Value Investor portfolio. $JBL
Our kids and grandkids sometimes don't want to go to where we went on summer vacations. They're doing sports or working. Few can take off weeks in the summertime. www.realtor.com/news/celebri...
Dave & Busters tonight. It's chart looks awful. A value trap. $PLAY
Microsoft down again today. P/E now down to 22.9. P/S ratio is under 10 again at 9.3. Is it a deal? (I own it. Long time shareholder) $MSFT
PPI is just too hot at 6.5%. And that will lead to hot CPI in about 3 months. PPI Inflation +6.5% YoY: More Questions than Answers www.zacks.com/stock/news/2...
It's been in a recession for 4 years. It's worse, in many ways, than the 2008-2012 bust on those in the industry. Attorneys, real estate agents, mortgage brokers, appraisers, developers, title agents. Gift article. www.wsj.com/real-estate/...
Ukraine has taken out 25% of Russia's refining capacity. Wow. Russia Braces For Diesel Export Ban After Ukraine Attacks Refineries oilprice.com/Latest-Energ... #oilprice
Modine Manufacturing tonight. It's up big today already because it announced a new $4 billion data center cooling contract for 2027-2029. Already got a $165 million payment. But I'm expecting another earnings beat. $MOD (I own it)
Elf Beauty tonight. They have only missed once in the last 5 years. But they're facing challenges including tariffs and rising costs in plastics. $ELF
CAVA tonight. It has beat 3 out of the last 4 quarters. Was a hot restaurant chain. With the consumer so sour in 2026, is it still hot? $CAVA (no position)
Toll Brothers tonight. Gulp. Luxury home buyers probably fine BUT what about margins? It has beat 3 out of the last 4 quarters. $TOL (I own it)
Pool Corp. at another new low today. It recently changed CEOs. But the problem isn't at the top. It's the macro environment. Consumer isn't spending on expensive pools right now. $POOL
Tractor Supply is one of the top retailers of the last 15 years. But shares hit 5-year lows today. A brutal 2026. Do people really think the Iran War "doesn't matter" to the US economy? $TSCO (no position)
From a Bloomberg oil journalist who has an account here but stopped posting 8 months ago.
Another new high for Comfort Systems today as the AI infrastructure stocks keep rallying. Trading with a forward P/E of 45. Pretty chart. $FIX (no position, unfortunately)
GenX is still in a good position. The power of compounding is real. Boomers have had more time.
AI infrastructure play Primoris Services reports tonight. Has beat 14 quarters in a row. Shares are red hot into the report. Too hot to handle now? Had better execute. $PRIM (I own it)
Arista Networks tonight. It hasn't missed in 5 years. Shares near all-time highs. $ANET