QPL 모멘텀 투자

[QPL 20231101] LLY SQQQ AMGN CDNS LULU / LMT IAU MSFT

비내린달 2023. 11. 1. 05:57
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Quaterly Performance League
QPL은 모멘텀 투자를 재밌게 하기 위해 관심 종목을 랭킹으로 정리하는 개인적인 기록입니다.

 

 

Stock Screener - Performance AAPL,AMZN,LLY,AMGN,LMT,MSFT,NVDA,NOW,TSLA,COST,GOOGL,META,BRK-B,ALB,V,ISRG,ABT,LULU,ADBE,PANW,SMCI,

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알림
내일부터 편입 : DHT ANET DECK
내일부터 편출 : SMCI ELF ALB

 


오늘의 순위

(, Finviz.com 시간 기준)

 


 

1부 리그

 

Top 5

 

1. LLY

Today 04:04PM Verve Stock Soars On $250 Million Eli Lilly Deal Investor's Business Daily
12:35PM Never Mind Covid, Investors Want a Pfizer Obesity Pill The Wall Street Journal
12:14PM Incyte (INCY) Beats on Q3 Earnings, Misses Revenue Estimates Zacks
11:54AM 5 Hot Earnings Charts Zacks
10:12AM Eli Lilly Stock Has Quadrupled in 3 Years. Could a Weight-Loss Drug Approval Make It Happen Again? Motley Fool
08:05AM Pfizer (PFE) Reports Q3 Loss, Lags Revenue Estimates Zacks
07:57AM Ozempic, Wegovy, and other weight loss drugs real business impact Yahoo Finance
Oct-30-23 05:38PM How weight loss drugs are capturing Wall Streets imagination Yahoo Finance Video
05:46AM 11 Best Pharma Stocks To Buy Now Insider Monkey
Oct-28-23 08:45AM Roche, Lilly or Pfizer: Who's the Winner in IBD Wars? Motley Fool

 

2. SQQQ o 

Aug-05-23 09:08AM The stock market's next challenge: August doldrums Yahoo Finance
Mar-01-23 09:00AM How to chart anchored VWAP multiple time frames: Brian Shannon, CMT Yahoo Finance Video
Feb-09-23 02:45PM SQQQ Inflows Soar as Investors Bet Against Tech etf.com

 

3. AMGN

Today 04:06PM Amgen Tumbles After Scrapping A $900 Million Prostate Cancer Drug Investor's Business Daily
01:18PM Markets Edge Higher at Midday Ahead of Wednesday's Fed Decision Investopedia
12:59PM Analyst Report: Amgen Inc. Morningstar Research
12:56PM Amgen's obesity drug plans, outlook for 2024 Yahoo Finance Video
12:35PM Never Mind Covid, Investors Want a Pfizer Obesity Pill The Wall Street Journal
11:30AM Amgen (AMGN) Beats on Q3 Earnings Beat, Lags Sales, Ups View Zacks
11:13AM Amgen Boosts Revenue Guidance, but the Stock Is Falling Barrons.com
10:32AM 'This field is in its infancy': Amgen noncommittal on oral obesity med until ph. 1 data arrives FierceBiotech.com
09:30AM Here's What Key Metrics Tell Us About Amgen (AMGN) Q3 Earnings Zacks
09:05AM Amgen Boosts Outlook Following Horizon Takeover, But Dips On Light Enbrel Sales Investor's Business Daily

 

4. CDNS ?

Today 10:45AM Realtek Deploys Cadence Tempus Timing Solution to Deliver Working Silicon on N12 Design Business Wire
Oct-27-23 09:30AM Is This 1 Stock the Best AI Software Investment Around? Motley Fool
Oct-26-23 06:56AM Duquesne Family Offices 15 New Stock Picks Insider Monkey

 

5. LULU ?

Today 03:40AM 11 Best Retail Stocks To Buy Now Insider Monkey
Oct-30-23 09:40AM Are Consumer Discretionary Stocks Lagging GIII Apparel Group (GIII) This Year? Zacks
09:30AM Why Lululemon (LULU) is a Top Stock for the Long-Term Zacks
08:26AM Zacks Market Edge Highlights: JPMorgan Chase, Lennar, NVIDIA, Nike and Lululemon Athletica Zacks
Oct-28-23 08:15AM 1 Growth Stock to Buy and Hold in a Market Downturn Motley Fool

 

Wildcard. LMT IAU MSFT

Today 08:04AM Leidos Holdings (LDOS) Beats on Q3 Earnings, Ups '23 Sales View Zacks
Oct-30-23 08:49AM 15 Most Powerful Militaries in Asia Insider Monkey
Oct-28-23 06:38AM Lockheed Martin: A Dividend Grower Built for Volatile Times Motley Fool
Jun-07-23 06:00AM i-80 Gold Announces High-Grade Results from Underground Drilling at Cove PR Newswire
May-09-23 12:00PM i-80 Gold Announces New High-Grade Results from Underground Drilling at Cove PR Newswire
May-08-23 01:29PM i-80 Gold Completes Acquisition - High-Grade FAD Deposit PR Newswire
Today 01:26PM Netflix, Microsoft, and More. Here Are the Top and Bottom Stock Performers for October. Barrons.com
12:21PM Steve Ballmer, who started as Bill Gates assistant, is the 5th-richest person in the world CNN Business
12:14PM The Do Not Track saga is not over, German court rules in LinkedIn case Fortune
12:08PM Microsoft has 'first mover advantage' in 365 Copilot launch Yahoo Finance Video
12:05PM 5 Top-Performing Stocks of the Top ETF of October Zacks
12:00PM Top 12 Medical AI Companies Insider Monkey
11:39AM AI's future could lie in underwater data centers that save energy Yahoo Finance
10:50AM CIOs Assess Whether Microsofts AI Copilot Justifies Premium Price The Wall Street Journal
10:02AM 3 No-Brainer Stocks to Buy in a Correction Motley Fool
09:45AM Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick Zacks

2부 리그


리그 관찰

 

3대 지수 모두 강보합 마감. 0.5% 전후로 상승했다. 나스닥은 0.48%.

하락 출발했던 것에 비해서는 양호한 흐름.

 

일라이릴리, 암젠 같은 의약주는 크게 하락했다.

암젠은 어제 실적발표에서 수익은 예상치 미스, ESP는 상회였다. 초반에는 분위기가 좋은 느낌이었는데.

 

MOD가 Top 5에서 빠졌고 그 자리를 케이던스(CDNS)가 차지했다.

반도체 설계에 강점이 있는 알짜 기업으로 알려져 있다. 

다만 요즘 반도체 섹터 자체가 왔다 갔다 하고 있어서 모르겠다.

삼성전자의 적자가 줄어든 것을 보면 바닥이라는 해석도 있다.

 

2부 리그 하위에 SMCI, ELF, ALB가 나타났다. SMCI는 벗어나지 못했고 2차 전지 TF인 LIT은 ELF의 급락을 계기로 기사회생했다.

오늘 오후에 11월 종목으로 편입편출을 정리해야겠다. 

 


이전 순위

 

[QPL 20231031] SQQQ LLY AMGN MOD LULU / LMT IAU MSFT

Stock Screener - Performance AAPL,AMZN,LLY,AMGN,LMT,MSFT,NVDA,NOW,TSLA,COST,GOOGL,META,BRK-B,ALB,V,ISRG,ABT,LULU,ADBE,PANW,SMCI, × Ever heard of Finviz*Elite? Our premium service offers you real-time quotes, advanced visualizations, technical studies, and

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탐색

 

최종 편입 종목을 고르는 날이다. 

 

  • DHT o 석유 인프라
  • ANET o 컴퓨터 하드웨어
  • TW x 금융, 전자상거래
  • DECK o 신발, 의류
  • CATS

 

TW보다 DECK에 관심이 많아 이번에도 약간의 주관을 반영해 3 종목을 골랐다.

내일부터 반영 예정. 


  • 종목 추천이나 소개가 아닙니다. 투자의 책임은 본인에게 있습니다. 
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