Top Tweets for #Essential40
#Essential40 constituent $ESN
Costco's Kirkland brand generates more revenue than Lowe's and Procter & Gamble $COST $LOW $PG @seekingalpha
Welcome to the 💰 Trillion 💰 club Berkshire Hathaway (Warren Buffett’s company)
$BRK.B is a @KKMfinancial #Essential40 model portfolio holding 😊
Not an AI stock but, Home Depot $HD is an #essential40 model portfolio name that is finding some love today +3%
Up over 3% on the day, one of the #Essential40 names Boeing $BA is looking to retake its 50-day moving average & on a one-year snapshot some serious ground has been recovered versus the S&P 500 on the 1 year look back (1yr, 3yr, 5yr below) @KKMfinancial
Some argue that $MSFT is expensive but this #Essential40 name delivers year after year per CB’s ⬇️ numbers @FrankCNBC @CNBCWEX
Pay for growth in companies that make money, old theme that is new again 😉
Microsoft Revenues (Billions)...
2022: 203
'21: 185
'20: 153
'19: 134
'18: 118
'17: 102
'16: 95
'15: 88
'14: 93
'13: 83
'12: 73
'11: 72
'10: 67
'09: 59
'08: 62
'07: 58
'06: 46
'05: 41
'04: 38
'03: 34
'02: 31
'01: 27
'00: 24
'99: 22
'98: 18
'97: 14
1996: 9
$MSFT
Owning quality and finding value continues to assist investors with this historic 2022 volatility
Names like $DUK $NTR $LMT $UNH are just a few #Essential40 Index holdings that continue to outperform the S&P500
#RussianUkrainianWar
#Essential40 model portfolio 2022 rebalance (1/10/22) sold $GE & bought $IBM (annual rebalance and reweighting to 2.5% per constituent in the Essential 40 model)
IBM shares jump after company reports 6% revenue growth in fourth quarter https://t.co/zYCvHJZm9S
Got $GE ?
The Industrial laggard is finding some love today +5%
GE $1.45B cash deal to acquire ultrasound company BK Medical signals a shift in focus --- biggest acquisition under Larry Culp
#Essential40 model holding
$PANW Palo Alto Networks having a monster day +17% in the wake of its earnings
Cyber Security exposure & an #Essential40 model portfolio holding
@ycharts @KKMfinancial
$PANW
An #Essential40 Cyber Security name having a nearly 10% pop off of earnings
In the words of @jonnajarian …#Bang @CNBCFastMoney @GuyAdami @MelissaLeeCNBC @timseymour
Palo Alto Networks $PANW having a day up nearly 4% as this #Essential40 name is playing catch up to the broader #Tech sector ytd (represented in $QQQ below)
cc @ycharts @KKMfinancial
$XOM Exxon Mobil ($270B Market Cap) having a turn around year in 2021
ytd +50% & a 5.64% yield
#Essential40 name @KKMfinancial
$CVS (one of our #Essential40 model portfolio holdings) beat on the Top & Bottom and raised forward guidance this morning
Up nearly 3% in pre-market
Another #boring name to love @SullyCNBC @TheDomino
cc @ycharts (chart below of $CVS versus $XLV ytd)
Agreed Seech - epicenter or what I like to call #Essential stocks should continue to attract rotation assets & outperform, the infrastructure bill will kick these critical stocks into overdrive #Essential40
For those not familiar with essential stocks, think Peter Lynch 2.0
As @RayDalio said “buy stuff” ... See below 👇🏼, the dry brush is there, we just need a spark.I would still be careful with very high multiple stocks. Those with strong fundamentals (epicenter, QGRO) will rule the day in this next move and provide insulation if it doesn’t pan out.
New Month, New Quarter - being particular in #Tech pays off as the #Rotation Trade is just getting going
$PANW Palo Alto Networks is a pure-play cybersecurity vendor & an #Essential40 constituent
Got #Cyber?
$BA which is a #Essential40 portfolio holding having a heck of a week.. +18.64%
@ycharts one week chart below @ScottWapnerCNBC @jlebenthal @terranovajoe @HalftimeReport
You can call them #Epicenter or #Essential (I like #essential)
@fundstrat :)
#Rotation trade in full effect.. pass the Heinz please
#Essential40 Index names finding love
$BA $GE $SYY $MMM $LMT $DAL $IP @KKMfinancial
We continue to see assets flow into #Essential names ~ The #Essential40 Index created by legendary trader Mark Fisher holds 40 companies deemed critical to the U.S. economy in an equal-weighted manner. $BA $XOM
Want more info, head to @KKMfinancial
Trends for you
Most Popular Users
Elon Musk 
@elonmusk
240.3M followers
Barack Obama
@barackobama
119.2M followers
Donald J. Trump
@realdonaldtrump
111.6M followers
Cristiano Ronaldo
@cristiano
109.6M followers
Narendra Modi
@narendramodi
106.9M followers
Rihanna
@rihanna
97.4M followers
NASA
@nasa
92.1M followers
Justin Bieber
@justinbieber
90.7M followers
KATY PERRY
@katyperry
87.1M followers
Taylor Swift
@taylorswift13
81M followers
Lady Gaga
@ladygaga
72.5M followers
Kim Kardashian
@kimkardashian
69.5M followers
Virat Kohli
@imvkohli
69.1M followers
YouTube
@youtube
68.6M followers
Bill Gates
@billgates
63.6M followers
The Ellen Show
@theellenshow
62.5M followers
CNN
@cnn
61.9M followers
Neymar Jr
@neymarjr
61.7M followers
X
@x
60.9M followers
Selena Gomez
@selenagomez
60.2M followers