GM Tshuag, GlobalFoundries Lead 5 Stocks Near Buy Points as paj paj poob

General cov Motors lwm yam (GM) thiab Thoob Ntiaj Teb (GFS), uas tau them rau hauv kev yuav ntau lub lim tiam dhau los raws li qhov ceeb toom tsis txaus ntseeg CPI kev nce nqi tau xa cov paj laum poob rau hauv kev lag luam, ua rau lub asthiv no saib daim ntawv teev npe ntawm tsib qhov khoom nyob ze ntawm cov ntsiab lus yuav. Txhim kho kev cia siab ntawm kev tsaws muag rau kev lag luam thiab dhia dej hauv 10-xyoo Nyiaj Txiag cov txiaj ntsig yog xov xwm zoo rau ob qho tib si cov paj laum rhiab zoo li GM Tshuag thiab cov nqi ntawm cov khoom lag luam zoo li GFS.

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Ib qho kev pom zoo ntawm kev lag luam me me thiab kev nqis peev los ntawm qhov qis dua 10-xyoo Cov Nyiaj Txiag yield ntaus tus accelerator ntawm kev sib hloov mus rau hauv cyclical thiab kev loj hlob stocks. Cov qauv no kuj muaj cov khoom siv loj heev Builders FirstSource (BLDR) thiab solar stock thawj coj Enphase Zog (ENPH) nyob ze yuav ntau yam.

Tsis tau "loj hlob" tiv thaiv kev ua si Acadia Healthcare (ACHC), uas ua haujlwm cov chaw kho tus cwj pwm, feem ntau bucked qhov kev sib hloov lub lim tiam no, tau txais qhov thib tsib ntawm lub lis piam saib daim ntawv teev npe. Tag nrho cov khoom lag luam hauv daim ntawv teev npe tau tshaj tawm cov nyiaj tau los tsis ntev los no, tshem tawm ib qho kev pheej hmoo ntawm qhov sib npaug.

Ua raws Cov Nyiaj Rau GM, GFS, ENPH, ACHC

Kuj tseem muaj lwm qhov sib txawv loj uas txhawb nqa plaub ntawm cov khoom lag luam ntawm cov npe: cov peev nyiaj pej xeem nce. Bernstein tus kws tshuaj ntsuam Toni Sacconaghi tau hais tias qhov kev txhawb siab tsim khoom rau EV roj teeb thiab pob khoom ua hauv Asmeskas tuaj yeem suav txog $ 3,000- $ 4,000 ib lub tsheb rau GM, nrog rau. Tesla (TSLA) thiab Ford (F). Qhov ntawd tsis suav nrog qhov cuam tshuam ntawm $ 7,500 se credit rau kev yuav EVs, uas yuav tsis siv rau qee lub sijhawm.

Enphase yog lwm tus yeej los ntawm Inflation Reduction Act incentives. Lub tuam txhab tau hais rau nws lub Kaum Hlis 25 cov nyiaj tau los hu tias nws npaj yuav qhib plaub mus rau rau lub chaw tsim khoom hauv Teb Chaws Asmeskas los ntawm ib nrab xyoo 2023. Txoj cai, uas txuas ntxiv 30% se credit rau cov vaj tse hnub ci kev nqis peev rau lwm xyoo caum, kuj suav nrog ib tug se credit rau domestic microinverter ntau lawm ntawm 11 xees ib AC watt.

Thaum lub Cuaj Hlis, BofA Securities tus kws tshuaj ntsuam xyuas Vivek Arya hu ua GlobalFoundries nws "kev xaiv sab saum toj ntawm cov ntsiab lus tshiab ntawm US chip reshoring, muab kev ruaj ntseg, thiab muaj peev xwm 'hedge' tiv thaiv kev nce US-Tuam Tshoj tensions." GlobalFoundries xav tias yuav yog tus tau txais txiaj ntsig loj ntawm CHIPS Txoj Cai rau kev txhawb nqa kev tsim khoom hauv tsev. Lub tuam txhab tsis ntev los no tshaj tawm $ 30 lab hauv tsoomfwv cov peev nyiaj los txhawb kev txhim kho thiab tsim khoom ntawm nws qhov chaw nyob hauv Vermont.

Acadia Healthcare cov nyiaj tau los ntawm ib hnub tus neeg mob tau nce 6.9% hauv Q3, hais txog "kev txhawb nqa nyiaj txiag ntxiv rau kev noj qab haus huv ntawm lub hlwb los ntawm (govt & lag luam) cov neeg them nyiaj," Jefferies kws tshuaj ntsuam Brian Tanquilut tau sau rau hauv tsab ntawv ceeb toom Lub Kaum Hli 31. "Nrog rau cov nyiaj pab them nqi kho mob opioid pib ntws mus rau ntau lub xeev cov koom haum thiab kev thov rau cov kev pabcuam kev puas siab puas ntsws uas tseem tshuav siab, peb cia siab tias yuav nce tus nqi nce ntxiv nyob rau ob peb lub hlis tom ntej."

GM Tshuag

GM Tshuag tau nce 3.5% rau 41.12 rau hnub Friday, ib hnub tom qab hnub Thursday qhov nce 4.4% tau ua rau cov neeg tsim khoom tawg siab dua nws qhov nruab nrab 200-hnub nyob rau hauv txoj kev tseem ceeb thawj zaug txij li lub Ib Hlis.

Hnub Thursday qhov kev txav mus pom GM Tshuag tshem tawm 40.20 muas point Los ntawm ib tug khob-nrog-kov puag, ces kaw cia li hauv qab nws. Tab sis hnub Friday qhov kev txiav txim muaj GM Tshuag rov qab rau hauv qhov kev yuav khoom uas khiav mus rau 42.21.

GM muaj kev sib tham txog cov neeg ua lag luam thaum Lub Kaum Ib Hlis 17 los tham txog cov kev ntsuas kev ua tau zoo rau nws txoj kev EV nyob rau ob peb xyoos tom ntej no.

Txawm hais tias tus nqi qis dua yog qhov zoo rau kev xav tau pib, qhov chaw muag muag yog nyob deb ntawm kev lav. Qee cov kws tshuaj ntsuam tau txhawj xeeb tias qhov poob ntawm cov nqi tsheb siv, uas tau pab txhawb kev nce nqi hauv lub Kaum Hlis, tuaj yeem yog qhov ua ntej rau cov nqi tsheb tshiab tsis muaj zog.

IBD cov SwingTrader ntxiv GM Tshuag rau nws cov ntaub ntawv rau hnub Thursday.

GM stock yog IBD Tshuag Ntawm Hnub rau hnub Thursday.

GFS Tshuag

GFS Tshuag tau nce 3.3% rau 64.77 rau hnub Friday. Qhov ntawd tshem GFS cov khoom lag luam tawm ntawm qhov ntau los ntawm qhov chaw nkag thaum ntxov nyob ib puag ncig 61.24, tsuas yog saum nws lub Kaum Hli 25 siab.

Tam sim no GFS Tshuag tau kaw rau ntawm qhov chaw nkag tshiab ntawm 66.06, tsuas yog tshem tawm ntawm nws lub Yim Hli 12 siab.

Qhov zoo tshaj plaws, GlobalFoundries Tshuag yuav nres, cia 50-hnub kab rov qab tau qee qhov av.

Cov kab txheeb ze zog rau GFS Tshuag, kab xiav uas taug qab nws qhov kev nce qib vs. S&P 500, tsuas yog qis dua nws txhua lub sijhawm siab hauv lub Peb Hlis rau cov chipmaker, uas tuaj rau pej xeem thaum lub Cuaj Hlis 2021.

GFS yog IBD Tshuag Ntawm Hnub rau hnub Tuesday.

BLDR Stock

Ib qho poob 10-xyoo Nyiaj Txiag yield tau rub lub 30-xyoo ruaj-tus nqi qiv qis dua 7%. Nws tuaj yeem siv qhov kev daws teeb meem tseem ceeb ntxiv los tso rau hauv pem teb hauv qab lub tsev lag luam. Tab sis Builders FirstSource txuas ntxiv ua kom muaj zog EPS kev loj hlob ntawm 53% hauv Q3, txawm tias cov nyiaj tau los loj hlob qeeb mus rau 5% thaum cov khoom lag luam poob qis.

Qhov ntawd tau qhia txog ze li ntawm 20% nce hauv kev muag khoom ntawm nws cov txiaj ntsig siab dua, cov khoom muaj nqis ntxiv. Ib qho piv txwv yog nws cov pob khoom npaj ua ntej-Frame kom ceev kev tsim tsev.

BLDR Tshuag ntxiv 1.2% rau 65.88, tom qab 14.1% dhia rau hnub Thursday. Hnub ua ntej qhov kev txav mus los tau nqa BLDR Tshuag tshaj nws txoj kab 200-hnub thawj zaug txij li lub Yim Hli. Qhov kev txav siab tshaj nws 200-hnub thiab yav dhau los ua ntej kev tawm tsam ntawm 65.18 muab qhov taw qhia ntxov.

Arguably, Builders FirstSource yog nyob rau hauv lub hauv paus pib txij thaum pib lub yim hli ntuj.

ENPH Tshuag

Txawm hais tias qhov kev sib tw thev naus laus zis uas tau tua hluav taws thaum kawg ntawm lub lim tiam, ENPH cov khoom lag luam poob 5.6% rau 292.01 rau hnub Friday, xaus li 3.4% ntawm lub lim tiam.

Enphase qhov tsis muaj zog tsis yog pab pawg, txawm li cas los xij Thawj Hnub Ci (FSLR) poob 4.2% rau hnub Friday. Tab sis SolarEdge (SEDG) nce 1.85%.

Hnub Tuesday, B. Riley tus kws tshuaj ntsuam Christopher Souther tau tshaj tawm SolarEdge, thaum hais txog nws tus nqi luv nqi txheeb ze rau ENPH Tshuag.

Enphase Tshuag luv luv crested 299.58 khob-nrog-kuav taw tes rau hnub Friday, ua ntej kaw qis dua.

ENPH Tshuag yog ib feem ntawm IBD Leaderboard portfolio ntawm cov neeg tseem ceeb stocks.

ACHC Tshuag

Acadia Healthcare Tshuag poob 4.5% rau hnub Friday, rov qab qis dua nws cov kab 50-hnub. Tab sis ACHC Tshuag tseem tswj tau kaw 2.8% nyob rau lub lim tiam thaum muaj kev nthuav qhia cov neeg ua lag luam thiab xov xwm ntawm kev yuav khoom hauv cheeb tsam Atlanta.

ACHC Tshuag muaj qhov chaw yuav khoom ntawm 86.85. Kev tshem tawm hnub Thursday qhov siab ntawm 85.16 tuaj yeem muab kev nkag thaum ntxov.

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