Tuesday, June 24, 2025

"Stock watch " symbols and add HPE to the watch list and two spec stocks to watch cautiously

  

 



Stock Talk 


The following are some stock symbols on the watch list.  All have been covered in prior posts and remain worth watching and even holding some in the Jones report view:

Lam Research Corporation (LRCX)

Kratos Defense & Security Solutions (KTOS)

Kinross Gold Corporation (KGC)

Ramaco Resources (METC and METCB)

Altria Group (MO)

British American Tobacco p.l.c. (BTI)

Rocket Labs (RKLB)

Another stock capturing market interest is

Hewlett Packard Enterprise Company (HPE)


It seems that alliances with NVDA and the AI server market are lifting market sentiment on HPE.

Two spec stocks that could be worth watching, but when we say spec the word caution should follow and not too much, if any at all.
 
BigBear.ai Holdings, Inc. (BBAI)  - AI contractor company with no earnings yet but the market likes the AI advancements at the moment- anyway.

 
Oncolytics Biotech Inc (ONCY) may be about to break out in the next two months from penny stock status for higher "if" the stars line up with their new CEO on a mission to sell or partner in advancing lead immune/ viral therapy Pelareorep that targets cancer cells with the mission of activating T fight and memory cells.  The reported data in pancreatic cancer and breast cancer have some impressive results against aggressive cancers.  However, this spec stock should be watched carefully with no more than one can afford to lose as nobody knows for sure exactly what is going on since Jared Kelly took the helm recently.  It is duly noted he has an impressive track record on deal making history and potential.  He was instrumental in orchestrating the $2 Billion sale of Ambrx Biopharma to Johnson & Johnson demonstrating strong capability in closing major biotech deals.  If a trader, what the heck? maybe holding a few hundred ONCY shares would be an interesting move to see how the story unfolds but only with fun money may be the prudent way to gamble on a moonshot.  Or to the risk adverse, just sit the whole thing out.

Finally - maintain some dry powder and trade or invest according to your own due diligence.

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More later so ....Stay tuned, if you dare !

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

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ALL in my humble opinion, scroll down and read more.This site does NOT make Buy / Sell recommendations.
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