WOLF

[jonnyfrank]

Well, 50% drop today so far. Any insight out there? I have a SOL portfolio where I hold his special plays which include PALL, TMF, and WOLF. It is not doing well. The other SOL portfolio of basic mid-level risk plays does fine. It is rare that a stock drops 50% pre-market, but here we are. I am fine holding PALL, but the TMF play based on TA is one that I should off known better based on overall economic health of USA. As for WOLF....it seems that CHIPS will have impact and that the new CEO is going to be trouble.

My intent here is not to criticize, but to simply understand via insight on these plays.

[MarkD]

Johnny

I posted this before so maybe it will be helpful. It's from Howard Marks, "Mastering the Market Cycle."

https://ibb.co/nNJYjNPk

Yesterday, I bought on the big dump. Guess we'll see if I was correct.

Sorry for the quality.

[jonnyfrank]

Thank you for sharing that.

[MarkD]

Here's someone I follow that provides a different insight.

https://www.investing.com/analysis/1-ch ... -200659032