Locator: 50048B.
Investing: again, on one of the best days ever for the market, BRK-B was flat; BRK-B is now down 3/4th of a percent for the full year. Micron? Up 340% for the full year. OXY? Up 4% for the full year. I just don't get it.
Investing: I was just lucky to catch this segment today, link here.
Jargon: HALO. Link here.
Josh Brown's HALO stocks. This list is dynamic and subject to change at any time. Jim Cramer opened his evening program with HALO -- but didn't / hasn't credited Josh Brown with the acronym ("heavy assets, low obsolescence").
Interestingly, Cramer is taking issue with HALO stocks. Cramer couldn't have been more explicit: he doesn't want folks buying into HALO. He wants folks to buy into companies selling things in high demand.
Cramer sees the chip shortage as the worst shortage of anything ever. Cramer says Anthropic is living rent-free in his brain which means he can't think of any other HALO stocks (with which he has not bought into). I can think of at least one HALO company: CAT.
I think Josh Brown is talking to investors with a multi-year horizon.
Cramer is talking to traders.
Josh Brown's initial HALO list:
- BRK, SLB, DE
- HSY(Hershey),
- SCCO, GLW,
- TPL, IRM, FDX, CP, CL,
- AAPL
NOG: does not increase its dividend; fifth quarter at 45 cents / share. NOG says they plan to keep the dividend at 45 cents for the entire calendar year, 2026.
FSLR: on a huge day for the market, FSLR was down $28 after the close today; down almost 12%;
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Back to the Bakken
WTI: $65.63.
Active rigs: 24.
One new permit:
- 42729, loc, Phoenix Operating, DC Gunner 6-7-18-19 3H, lot 3, section 6-158-101, Little Muddy, to be sited 375 FNL and 981 FWL.
