Hi all 👋
I’m introducing this series which I’ll be releasing every Sunday/Monday before market open where I’ll be looking at some potential adds/trims/buys/sells for the week.
The first 3 will be open to all and the last 2 will be for paid subscribers.
Last week we looked at TSLA, OSCR, SNAP, DLO, and UPST.
TSLA crushed it last week and continued its bounce off the 100MA.
OSCR had another pretty poor week but it did have a little bounce off the next support zone at $13.20. Fundamentally, this is a huge buy. Technically too.
SNAP had a great week extending some gains now hitting $10. This is high on the watchlist.
DLO didn’t do much last week. Remains in a downtrend but fundamentals look strong.
UPST had another very strong week but they’re now sitting at a strong resistance level. I wouldn’t be surprised if we see a little technical pullback.
1. OSCR
The US healthcare sector is basically back at early 2000s levels and the sentiment around OSCR and the ACA subsidy story isn’t positive. However, fundamentals remain very strong, member growth has 10x’ed in 6 years, SME’s and freelance market is growing, and the flywheel is only just getting started.
If (big IF) OSCR gives a green candle this week and shows some rejection of this support level, we could be in with a little turnaround. However, if we break this level there’s every chance we fall to the next support around $11.50 and.
2. SPIR
Paid subs will know I bought SPIR last week in my swing trade portfolio along with ARBK (up 25% so far). SPIR is still at a nice level to buy if you’re interested in the space analytics business. SPIR supply real time data to for ships, weather, and aircraft analytics using their nanosatellites and see expected growth of ~20% (revenue growth acceleration) in 2026. SPIR trade at just 3.9x sales in a rapidly growing market so I think the upside here is pretty strong.
Become a paid subscriber here for much more details, adds, trims, buys, sells, and real time news 👇
3. LNTH
I’ve added LNTH to my watchlist after it dropped ~15% on the news that the CMS released a proposal to keep reimbursement for diagnostic radiopharmaceuticals at mean unit cost rather than average selling price which puts a big squeeze on pricing and directly puts a strain on growth and margins.
However, for me the big bullish sign for LNTH is with the Alzheimers market which shouldn’t be affected by the above news. There’s a lot of unknowns with the radiopharmaceuticals business and we tend to see these large upswings and downswings very regularly.
I wouldn’t have LNTH as part of my core portfolio, even at 3.2x sales, but if we do come down to the low $60s I’d definitely look at a buy.
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