Stocks jump despite shutdown; we bought more of our newest stocks

The third day of the closure of the federal government came and went on Friday, there was no end. The stock market saw the highest levels of all time before the steam of the rally ended. On Friday, the S&P 500 has made a fractional profit for the closing of the 29th record container since the tariff low in the early April. Nasdaq fell modestly on Friday. The record closed on Thursday was 30 of Nasdaq since the beginning of April. They both continued from the last five to four positive weeks, and the new bear made a solid start after strong September and third quarter performances. Jim Cramer said that on Tuesday, hours before the end of federal financing, it was not an event to close a government. "I don't want anyone to sweat," he added. The market reached the same conclusion. .SPX YTD Mountain S&P 500 (SPX) Year Facility Performance The best portfolio stocks for the week were health -related: Life Sciences firm Danaher increased by more than 16% and drug producer Eli Lilly increased by about 16%. The recent aid rally in this sector came after President Donald Trump's Pfizer's commitment to exempting Pfizer from the drug tariffs in exchange for the commitment of the company's Pfizer, the company's less drug selling and bringing production to the United States. Health services were the most powerful of the week among the 11 sectors of the S&P 500. While artificial intelligence trade continued, public services and information technology were number 2 and 3 this week. Public services received support due to the power required to operate AI data centers. Tech increased the club's shares because Nvidia broke the highest record on Thursday. It was humble lower on Friday. Public services increased as a report of the power provider AES's global infrastructure partners to buy for $ 38 billion. Blackrock's infrastructure fund manager last year, GIP was also interviewed to buy data centers aligned for $ 40 billion. Blackrock shares ended on Friday and below Tuesday's record. NKE YTD DAĞ NIKE YTD Nike Stock, after sending three -month earnings on Tuesday evening, exceeded Wall Street's expectations. The results showed investors that CEO Elliott Hill's return strategy has made progress. Nike predicted that the income would fall on average on a percentage on a percentage in this quarter-but the income increased by 1%. "Refunds management reliability and the best way to create is to defeat your guidance to the street." "Nike's consequences were much better than the guidance of the managers three months ago." Nike's efforts to solve the structural problems of Nike are a main reason for the club to start its position last week. On Wednesday, we received more shares after emphasizing more improvement signs of the earnings report. We started the Nike position on September 26th. In the midst of the aid rally mentioned above in the Trump-Pfizer Agreement, the shares increased at the beginning of this week in the middle of the aid rally. Although we strengthened, the club received approximately 20% loss in Bristol Myers stock, which was purchased in November 2024. Our long -term view of Bristol Myers is an important attempt for the schizophrenia drug Cobenfy, which has recently been exposed to some problems. BA YTD Mountain Boeing YTD on Tuesday, stocks last week, after giving up many of the gains of the Federal Aviation Administration, which were attached to the news of alleviating the restrictions from the Federal Aviation Administration. Since Boeing allowed it to increase production more easily, we saw the September 26 announcement from the FAA as a win. If Boeing can deliver more aircraft, free cash flow should heal. In fact, Bloomberg reported on Friday, Boeing's new 777x wide -body jet is now ready to make the commercial output of the next year at the beginning of 2027. At the morning meeting of Friday, Jeff said CEO Kelly Orterg's 777x program was behind the program at a conference held last month and the company was working on the financial impact. Although it was far from being positive, it was not new information. Cost YTD Mountain Costco YTD club purchased only additional Costco shares on Tuesday. A high -quality company with a stock in a rough patch. Withdrawal, CostCO's consistent market share earnings and durable growth story offered an opportunity. Although Costco's three -month earnings did not affect us last week, we were pleased to see membership growth and gross margin expansion. Wall Street analysts also made great calls to our stocks this week - Wells Fargo dropped Ge Vernova and Apple. The low comment began on Monday with Morgan Stanley, which reduces its degree in Wells Fargo to an overweight purchase. Analysts mentioned the lack of close-term catalysts-because the federal reserve lifted the $ 1.95 trillion dollar asset limit in wells during the summer. "We [overweight] The wells moving towards the lifting of the asset cover see it as a catalyst for faster EPS growth, Mor Morgan Stanley said. From here we see more limited upside down. [overweight] "Analysts said Wells' FED interest rate deductions will not be the" beneficiary ", that is, it will not be less reversed for net interest income flows. Morgan Stanley's call, we maintain our conviction on our Wells stock. Wells offers more than the construction banking and leyal management. I didn't understand, "he said. [performance-wise]. You can not sell, hold, sell, hold, you can not sell, you can not hold [as an] Individual. "Secondly, when it comes to innovation for iPhones, we think of Apple's more arms more. The company is not usually the first market with consumer devices, but it has presented the best quality of historically. With the receipt of the trade, the profit is guaranteed.