April 16, 2021, 2:25 pm EDT
Material Rocks
Alcoa (AA) and PPG Industries (PPG) are up about +9% after earning reports that represent the strength and demand for materials. We added AA into our portfolio on 03/26 and do hope to get profits from this position for weeks or months to come.
We also have another strong portfolio leader BioNTech (BNTX) that reaches +37% unrealized profit since we added it on 03/31. Recent trouble from Johnson & Johnson (JNJ) does benefit BNTX for COVID-19 vaccines. Recent spike cases in India, Brazil, Japan, and some European countries could increase the demand for vaccines. Thus, we keep holding BNTX for the longer term.
Lastly, stimulus checks begin to function because people spend their checks on retailers. We pay attention to discount retailers and will publish articles for our stock picks.
Discount Retailers: OLLI, FIVE, BIG. DLTR, DG
