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Watchlist scan
A portfolio-specific passage was removed from the public build.
⚠️ Data quality flags (read before the picks below)
A portfolio-specific passage was removed from the public build.
A portfolio-specific passage was removed from the public build.
| Ticker | Watchlist.md "Now" | Actual (2026-07-10) | Gap | Impact |
|---|---|---|---|---|
| ADP | $201.69 | $241.92 | +20% | No longer in stated buy zone ($195-210) |
| GPN | ~$66 (implied by "buy zone $62-70") | $76.04 | +~13% | No longer in stated buy zone |
| CHKP | ~$117 (implied "$110-125") | $138.63 | +~15% | No longer in stated buy zone |
| EMR | implied ~$111 ("$105-118") | $139.73 | +~24% | Well above entry zone |
| ETN | implied ~$310 ("$300-320") | $407.28 | +~30% | Well above entry zone |
| DOCN | $55.24 | $142.42 | +158% | Table row is badly stale — actual health score is 🔵 Healthy per yesterday's report, not the 🟠 Weak "consider exit" the table shows |
| INTU | $408.68 | $274.96 | -33% | Stale — real price confirmed by yesterday's report ($272.28) |
| FSLY | $31.57 | $19.59 | -38% | Stale — real price is ~$20, consistent with a post-rally cooldown, not a crash |
| EPAM | ~$150 | $85.35 | -43% | Stale — real price ~$85-87, confirmed sane by yesterday's report |
| MSFT | $432.92 | $385.10 | -11% | Stale |
A portfolio-specific passage was removed from the public build.
ACT NOW
| Ticker | Conviction | Price | Zone | Catalyst | Recommendation |
|---|---|---|---|---|---|
| BAH | [6.5] | $62.76 | Entry $65-75, strong buy $60-65 | None new — pure price move | Below strong-buy threshold now. Was "fairly valued at $77" as of last note; at $62.76 it's back in the zone flagged as attractive. No fresh negative catalyst found. |
| CTSH | [6.5] | $43.43 | Buy zone ~$43-60 (fair value) | Reconfirmed by yesterday's /analyze (2026-07-09) |
Unchanged from its very recent analysis — still the stage-in case (AI-disruption-to-IT-services thesis, correlates with held ACN/EPAM). |
WATCH CLOSELY
| Ticker | Conviction | Price | Move | Catalyst | Action |
|---|---|---|---|---|---|
| QLYS (held) | [6.5] | $138.19 | -12.2% in one day | Weak FY2026 EPS guidance (midpoint $7.31, missed estimates) + revenue deceleration (8.5% guided vs. 10.1% last quarter) | Real fundamental signal, not noise. Warrants a fresh /health QLYS before next report — growth deceleration could change the "best value in portfolio" framing. |
| META (held) | — | $666.01 | +7.6% in one day | New "Meta Compute" AI cloud business launch (competing with AWS/Azure/GCP), plus in-house AI chip ("Project Iris") progress | Validates the AI-moat thesis. No action needed — just note the catalyst landed. |
| ORCL (held) | [7] | $138.63 | -3.9% today, part of a multi-week slide | Continuing capex/cash-burn crisis already flagged (FCF -$23.7B, OpenAI Stargate concentration risk) | Already on alert per prior notes — "risk crystallizing" thesis is playing out. Watch for the dual-CEO transition and OpenAI news specifically. |
| RBRK (held) | — | $84.38 | -4.4% today | No specific catalyst found (not deep-searched) | Moderate move, keep an eye out — didn't rise to a full news search this pass given scan scope. |
| IT (watch) | [6.0] | $134.36 | In stated zone ($130-145) | Gated: needs 2 consecutive quarters of positive net CV additions before upgrade | Stay in "watch," don't act — the gate hasn't cleared yet per the existing thesis. |
HOLD ON LIST (condensed)
Everything else moved within normal 1-3% single-day range — GOOGL, MSFT, V, WDAY, BR, ADP, SAP, AMD, AVGO, ANET, SPGI, CRM, TTD, NOW, DOCU, GWRE, SNOW, CVLT, TWLO, TEAM, PATH, OKTA, PCTY, DOCN, FISV, TRI, PYPL, MAIN, ARCC, VICI, NLCP, AHRT, NVO, LEU, SMR, ACN, SANM, U, DT, PANW, CRWD, CHKP, GPN, EMR, ETN, EPAM, FSLY, INTU. No fresh action — see the data-quality table above for which of these have stale Watchlist.md price columns despite calm real-world movement.
Removals: none newly flagged. AHRT and SMR remain standing exit candidates (unchanged, per multiple prior reports) — no new information this scan.
Unscored Entries — Priority for /analyze
Ranked by how compelling the existing notes already are, without additional research this pass:
- CEG — explicitly marked "Priority" in Watchlist.md. Largest U.S. nuclear fleet, PPAs with Meta and Microsoft, FCF-positive, direct AI-power-demand thesis. Current price $250.80.
- BWXT — also marked "Priority." Sole-source Navy nuclear contractor + BWRX-300 SMR program, ~49x fwd P/E needs a real fair-value check. Current price $186.00.
- CCJ — Watchlist flags the prior $40-46 entry target as stale ("stock has repriced materially"). Current price $96.11 confirms that — needs a fresh entry-zone calculation entirely.
- UNH — 55% off ATH, DOJ probe risk vs. dominant franchise. Current price $233.31. Worth a health check to see if the probe overhang has clarified.
Additions
None spotted — a full news sweep for new candidates wasn't run this pass (scope was quote refresh + targeted catalyst checks on the biggest movers, given the ~90-ticker size of this watchlist and a broken primary quote source this session). If you want a dedicated new-candidate sweep, that's better scoped as a fresh /screen run.
Scan covered ~90 tickers. Quotes sourced from roic.ai (yahoo-finance MCP disconnected, Public.com MCP returned unreliable data this session — see flags above).