And we are back when halftime with Josh Brown's best stocks in the market. Josh, what are you focused on today. >> So, um, one of the things that I think is, uh, relentlessly fascinating about the markets is how easily price can change your mind.And so, when we saw gold earlier in October making uh, the gold stocks making all-time highs along with the price of gold, everyone said, "All right, this looks overdone or I missed it or I'll buy it on the dip." Well, the dip is here. New pneumont mining is now in ...

Ethereum Traders Buy the Dip Despite Third-Largest Spot Outflow Since October► https://t.co/gGFqucvObJ https://t.co/gGFqucvObJ ...

Core Insights - Ethereum is showing a potentially bullish signal as investors are buying the dips during its recent downturn, which has historically preceded price rebounds [1] - The recent spot exchange netflow for Ethereum recorded -$359 million on November 3, indicating a significant outflow and a bullish sentiment among investors [1][3] - Historical patterns suggest that major outflows have been followed by price surges, with previous instances of $677 million and $361 million outflows leading to increases of 13% and 7.9% respectively [2] Market Activity - The recent sell-off pushed Ethereum to an intraday low of $3,466 and liquidated $325 million in long positions, a flush of leverage that often precedes bullish reversals [2] - Ethereum's current trading price is $3,498, reflecting a 5.9% decline over 24 hours, with fortnightly and monthly performance down in double digits [5] Investor Sentiment - The significant outflow of $359 million is interpreted as a sign of renewed accumulation or dip buying, indicating growing confidence and long-term holding intent among investors [3] - Analysts suggest that the historical pattern of price rebounds following major outflows could repeat, but the actual outcome will depend on fresh demand in the coming sessions [3] Seasonal Trends - Ethereum's strong year-end seasonality could amplify any potential rebound, especially if on-chain activity and staking flows remain robust [4] - A temporary pause in the U.S.-China trade war is seen as a supportive factor for risk assets, potentially benefiting Ethereum [4] Broader Market Context - Despite the bullish signals, there are broader macro risks such as rate cut-induced volatility and geopolitical uncertainty that could impact Ethereum's expected rally [5] - Users of the prediction market Myriad have flipped bearish on Ethereum, placing a 61% chance on its next move taking it to $3,100 rather than $4,500 [6]

Core Viewpoint - The current market conditions are not favorable for investors to buy the dip, as geopolitical risks are diminishing and gold prices have increased by 53% year-to-date [1] Group 1 - Geopolitical risks are fading, indicating a potential stabilization in the market environment [1] - Gold (bullion) has seen a significant price increase of 53% for the year, suggesting strong demand or market confidence in the asset [1]

Gold is “an overcrowded trade that’s overextended by every technical metric,” Nicky Shiels, head of research at precious metals refiner MKS Pamp SA, wrote in early October, getting ever more overbought.The reckoning came last week and extended losses this week, with the precious metal back below $4,000...Source: BloombergThe crash that everyone saw coming has now dragged the commodity well off the ledge of overboughtness...Source: BloombergThe 'dip' has, however, brought out a new wave of buyers - from reta ...

Core Viewpoint - Kenvue, the consumer healthcare spin-off from Johnson & Johnson, has seen its stock price decline significantly, currently around $15, which is over 65% lower than its highs in 2023, raising questions about whether this represents a long-term buying opportunity or a value trap [2] Company Performance - Kenvue has issued cautious guidance indicating lower-than-expected profit growth due to currency challenges and a decline in demand for cough and cold products [3] - The company has undergone a leadership change with CEO Thibaut Mongon resigning as part of a strategic review [3] - Kenvue is involved in a lawsuit in the U.K. concerning alleged asbestos contamination in baby powder, which has revived investor concerns related to Johnson & Johnson's ongoing talc litigation [3] - Negative news linking Tylenol to developmental issues in children has unsettled retail sentiment, despite the claims being unverified [3] Financial Fundamentals - Kenvue controls a strong consumer health portfolio with globally recognized brands such as Tylenol, Motrin, Neutrogena, Aveeno, and Listerine, which have strong pricing power and consistent demand [4] - The company generates over $1.6 billion in annual free cash flow, has moderate debt levels, and maintains operating margins around 17%, providing financial flexibility [4] Valuation Insights - Kenvue's market value is approximately $27 billion, trading at a lower valuation than competitors like Haleon and Procter & Gamble's health division [5] - Earnings growth in 2025 is expected to be modest, but a strategic update from management could improve sentiment if it indicates credible plans for margin improvement or brand portfolio streamlining [5] Investor Sentiment - Legal and reputational issues are expected to persist, and the CEO's departure introduces uncertainty regarding execution [6] - Until there is clarity on liability from the courts and a long-term strategy from new leadership, the stock may struggle to see significant re-rating [6] - Kenvue appears fundamentally undervalued but faces sentiment challenges, making it potentially appealing for long-term investors seeking stable cash-flow exposure in the consumer healthcare sector [7] - A cautious approach may be advisable in the near term, waiting for signs of a market bottom and clearer direction from management [7] Long-term Outlook - Over a 12- to 24-month outlook, Kenvue's brand strength and cash flow generation suggest that the current sell-off could represent a buying opportunity rather than a permanent decline [8]

Market Trend - Bitcoin 需要突破的关键阻力位在 112,000 美元 [1] - 突破 112,000 美元表明牛市远未结束，未来有更大的上涨空间 [1] - 预计在联邦公开市场委员会 (FOMC) 之前会出现正常的回调 [1] - 回调后，将测试较低时间框架的支撑位 [1] - 预计支撑位将保持稳定，并在 11 月份创下历史新高 [1] - 市场目前处于逢低买入的季节 [2]

Core Viewpoint - Deckers (DECK) stock experienced a significant decline of approximately 13% on October 24 after reporting a Q2 performance that exceeded market expectations but provided disappointing future guidance, leading to concerns about consumer behavior due to tariffs and price increases [1] Financial Performance - The company revised its full-year revenue forecast to $5.35 billion, which is below analyst estimates, indicating potential challenges ahead [1] - Following the earnings report, Deckers shares have decreased nearly 60% from their year-to-date high reached in late January [2] Investment Perspective - Investor Jim Cramer recommends buying Deckers stock at current levels, suggesting that the stock is undervalued after the post-earnings dip and that much of the downside is already reflected in the price [3] - The stock is currently trading at a forward price-earnings (P/E) ratio of less than 16x, significantly lower than Nike's P/E ratio of 42x, indicating a potentially attractive valuation [4] Market Potential - Deckers reported a robust 29.3% increase in international performance in Q2, highlighting strong global market potential and the company's commitment to retail expansion with plans to open new stores [5] - The company's strategic positioning in both metropolitan and smaller markets provides a buffer against regional economic fluctuations, suggesting that the stock price decline may be an overreaction to conservative guidance [6] Analyst Sentiment - Wall Street analysts share a bullish outlook on Deckers, aligning with Cramer's positive assessment, especially given the stock's compelling valuation after the recent decline [8]

Core Insights - Discussion around buying the post-earnings dip in GE Aerospace and Netflix shares after their Q3 reports is gaining traction, especially given their impressive stock gains of around +300% over the last three years [1] GE Aerospace - GE Aerospace's Q3 sales surged 26% to $11.3 billion from $8.94 billion year-over-year, driven by LEAP engine sales [2] - Earnings for GE Aerospace soared 44% to $1.66 per share, exceeding the Zacks EPS Consensus of $1.46 by 14% [2] - The company raised its full-year 2025 guidance, now expecting adjusted EPS between $6.00-$6.20, up from a previous forecast of $5.90, and projecting mid-teens revenue growth [4] Netflix - Netflix's Q3 sales increased 17% to $11.51 billion from $9.82 billion year-over-year, but slightly missed estimates of $11.52 billion [3] - The company faced a $400 million non-recurring tax expense due to a dispute in Brazil, resulting in Q3 EPS of $5.87, which was 15% below expectations of $6.89 [3] - Netflix raised its full-year revenue growth forecast to approximately 16% from a previous estimate of 14% and increased its operating margin forecast from 21% to 22% [4] Valuation Metrics - GE Aerospace and Netflix are trading at notable premiums to the broader market, with forward P/E ratios of 52X and 47X, respectively [6] - Netflix has a high cash flow per share ratio of 59X, while GE Aerospace's ratio of 8X is above the S&P 500 average of 6X [7] Market Sentiment - Both GE Aerospace and Netflix currently hold a Zacks Rank 3 (Hold), indicating a cautious outlook despite their strong performance and raised guidance [8] - The trend of earnings estimate revisions following their Q3 reports is expected to be positive, particularly for GE Aerospace [9]

Core Viewpoint - Netflix reported Q3 2025 earnings with in-line revenues but missed profit expectations, suggesting a potential buying opportunity for the stock that has been weak since its record highs in late June [1]. Financial Performance - Q3 revenues grew 17% year-over-year to $11.51 billion, aligning with company guidance and Street estimates [2] - Operating margin was 28%, below the guided 31.5%, attributed to a tax dispute in Brazil [2] - Earnings per share (EPS) was $5.87, missing the expected $6.89 due to the lower operating margin [2][4] Future Outlook - Netflix expects revenues to rise 17% in the current quarter, driven by membership growth, increased ad sales, and higher pricing [4] - Co-CEO Gregory Peters indicated a healthy business outlook for 2026, citing strong engagement and record TV time share in the U.K. and U.S. [4] Growth Opportunities - The ad business is projected to more than double in 2025, with strong growth potential indicated by management [5] - Netflix is focusing on live events, securing broadcasting rights for major events like the FIFA Women's World Cups and NFL games, enhancing member engagement [5] - The gaming market, valued at $140 billion globally, presents future revenue opportunities for Netflix, alongside potential ad revenues [5] - Merchandise sales are being emphasized, with partnerships for KPop Demon Hunters merchandise, which could significantly contribute to earnings [5]