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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Earnings, 5/17/2023

Trade Alert: Earnings, 5/17/2023

Two more earnings trades: long cement, short retail apparel.

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Portfolio Armor
May 17, 2023
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The Portfolio Armor Substack
The Portfolio Armor Substack
Trade Alert: Earnings, 5/17/2023
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Free Selective Focus Photography Cement Stock Photo

Our bullish earnings trade today is on a company that sells cement, among other products (photo: Rodolfo Quirós).

Earnings Trades

We’ve got two trades for today, one bullish, and one bearish.

Before we get to them, a quick follow up about the rally in regional banks that’s continuing today. I’m still bearish on the regional banks I have bets against, including Fulton Financial Corporation ( FULT 0.00%↑ ) which I mentioned yesterday and which was the subject of this previous post.

Trade Alert: Betting Against Another Bank

Portfolio Armor
·
May 1, 2023
Trade Alert: Betting Against Another Bank

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As I type this, FULT is up about 7%.

Now onto today’s earnings trades.

Details below.

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