Today's featured stock is Cloudflare Inc. (NET).
Long Ideas
| Symbol | Company | Sector | Current Price | Action Price | Target | Stop | Notes |
|---|---|---|---|---|---|---|---|
| FR | First Industrial Realty Trust | Real Estate | $61.41 | mid-to-hi 60s | 86 | 59 | 4 for 5'er, top 25% of REAL sector matrix, LT pos peer RS, spread sextuple top, R-R>2.0, 2.9% yield |
| GHRS | GH Research Plc | Biomedics/Genetics | $27.75 | 28 - 33 | 46.50 | 24 | 5 for 5'er, LT Mkt. since Feb. '25, top quintile of Bio. matrix, matched chart high on 8/7. |
| CAH | Cardinal Health, Inc. | Drugs | $232.54 | 224 - mid 240s | 334 | 188 | 4/5 TA rating, top 50% of DRUG sector matrix, LT RS buy, consec buy signals, buy-on-pullback |
| AME | Ametek Inc | Electronics | $232.19 | mid 230s - mid 250s | 342 | 204 | 4 for 5'er, LT pos mkt RS, bullish catapult, buy on pullback, R-R>2.0 |
| WELL | Welltower Inc. | Real Estate | $234.50 | low 230s to low 250s | 366 | 194 | 5 for 5'er since Feb. '24, top quintile of Real Est. matrix, Pos. trend since Feb. '24, buy on pullback. |
| CENTA | Central Garden & Pet Company | Household Goods | $35.04 | mid-to-hi 30s | 48 | 31 | 4 for 5'er, favored HOUS sector, LT pos peer RS, spread quad top, buy on pullback |
| HUM | Humana Inc. | Healthcare | $384.72 | hi 380s - mid 410 | 468 | 352 | 5 for 5'er, top half of Healthcare sector matrix, Pos. trend since Apr. '26, LT Mkt. and Peer RS. |
| CLH | Clean Harbors Inc | Waste Management | $318.96 | 310s - 320s | 356 | 288 | 5 for 5'er, #3 of 22 in WAST sector matrix, LT pos peer & mkt RS |
| AU | AngloGold Ashanti Limited (South Africa) ADR | Precious Metals | $99.74 | 100s - low 110s | 144 | 92 | 4 for 5'er, top 20% of favored PREC sector matrix, LT pos peer RS, one box from mkt RS, R-R~2.0, 4.1% yield |
| ASC | Ardmore Shipping Corporation | Transports/Non Air | $19.06 | 17 - 19 | 24 | 15.50 | 5 for 5'er, top 20% of favored TRAN sector matrix, triple top, good R-R, 7.5% yield |
| OSCR | Oscar Health, Inc. Class A | Insurance | $32.34 | 31 - 36 | 48 | 25 | 5 for 5'er, top quintile of Biotech matrix, Pos. S-T Mkt. RS on 9/8, Multi-year high on 9/11. |
| ASX | ASE Industrial Holding Co., Ltd. Sponsored ADR | Semiconductors | $37.95 | hi 30s | 52 | 31 | 5 for 5'er, top 10% of SEMI sector matrix, LT pos peer & mkt RS, triple top, R-R~2.0 |
| NET | Cloudflare Inc Class A | Internet | $324.65 | 308 - 336 | 408 | 268 | 5 for 5'er, ranks 2nd in Internet sector matrix, pos. trend on 9/9, ATH on 9/17. |
Short Ideas
| Symbol | Company | Sector | Current Price | Action Price | Target | Stop | Notes |
|---|
Removed Ideas
| Symbol | Company | Sector | Current Price | Action Price | Target | Stop | Notes |
|---|---|---|---|---|---|---|---|
| HIG | Hartford Insurance Group Inc/The | Insurance | $134.94 | hi 130s - 140s | 164 | 124 | Sell signal at $134 on 9/17. Maintain $124 stop. |
| JXN | Jackson Financial Incorporation Class A | Insurance | $137.10 | low 130 - 140 | 176 | 114 | Sell signal at $128. Maintain $114 stop. |
| CIB | Bancolombia S.A. (Colombia) ADR | Banks | $98.32 | hi 90s - low 100s | 125 | 87 | Sell signal at $97. Raise stop to $93. |
Follow-Up Comments
| Comment | |||||||
|---|---|---|---|---|---|---|---|
|
|
|||||||
NDW Spotlight Stock
NET Cloudflare Inc Class A ($333.55) - Internet - NET moved up to a 5 for 5’er after seeing the stock move back into a positive trend on 9/9. From a relative strength standpoint, NET has shown positive long-term market and peer RS since February 2023 and positive short-term market and peer RS since this summer. Additionally, the stock currently ranks 2nd (out of 27) within the Internet sector matrix. Along with the trend change during last week’s trading NET returned to a buy signal at $312. After seeing a second buy signal on 9/15, NET rallied to a new all-time chart high at $336 on 9/17. Okay to consider here on the breakout or on a pullback to the $308 on the default trend chart. The bullish price objective of $408 will serve as the price target, while the initial stop loss will be set at $268.
| 332.00 | X | • | X | 332.00 | |||||||||||||||||||||||||
| 328.00 | X | O | • | X | 328.00 | ||||||||||||||||||||||||
| 324.00 | X | X | O | • | X | 324.00 | |||||||||||||||||||||||
| 320.00 | X | O | X | O | • | X | 320.00 | ||||||||||||||||||||||
| 316.00 | X | O | X | O | • | X | X | 316.00 | |||||||||||||||||||||
| 312.00 | X | O | X | O | X | O | X | 312.00 | |||||||||||||||||||||
| 308.00 | X | O | X | O | X | X | O | X | 308.00 | ||||||||||||||||||||
| 304.00 | X | X | O | X | O | X | O | X | O | 304.00 | |||||||||||||||||||
| 300.00 | X | O | X | O | X | O | X | O | X | 300.00 | |||||||||||||||||||
| 296.00 | X | O | X | O | X | O | X | 9 | X | 296.00 | |||||||||||||||||||
| 292.00 | X | X | O | X | O | O | X | O | X | 292.00 | |||||||||||||||||||
| 288.00 | X | X | O | X | O | X | O | X | X | O | X | Mid | 288.00 | ||||||||||||||||
| 284.00 | X | O | X | O | X | O | O | X | O | X | O | X | 284.00 | ||||||||||||||||
| 280.00 | X | X | O | X | X | 8 | O | X | O | X | O | X | • | 280.00 | |||||||||||||||
| 276.00 | X | O | X | O | X | O | X | O | • | O | • | O | X | • | 276.00 | ||||||||||||||
| 272.00 | X | X | O | X | O | X | O | X | • | • | O | • | 272.00 | ||||||||||||||||
| 268.00 | X | O | X | O | X | O | X | O | X | • | • | 268.00 | |||||||||||||||||
| 264.00 | X | O | X | O | O | O | X | • | 264.00 | ||||||||||||||||||||
| 260.00 | X | O | O | X | • | 260.00 | |||||||||||||||||||||||
| 256.00 | X | O | X | • | 256.00 | ||||||||||||||||||||||||
| 252.00 | 7 | X | O | • | 252.00 | ||||||||||||||||||||||||
| 248.00 | X | O | X | • | 248.00 | ||||||||||||||||||||||||
| 244.00 | X | O | X | • | 244.00 | ||||||||||||||||||||||||
| 240.00 | X | O | • | 240.00 | |||||||||||||||||||||||||
| 236.00 | X | • | 236.00 | ||||||||||||||||||||||||||
| 232.00 | O | X | • | 232.00 | |||||||||||||||||||||||||
| 228.00 | O | X | • | 228.00 | |||||||||||||||||||||||||
| 224.00 | O | X | • | 224.00 | |||||||||||||||||||||||||
| 220.00 | O | X | • | 220.00 | |||||||||||||||||||||||||
| 216.00 | O | • | 216.00 |
