Is Guggenheim a reliable analyst?

In short — Over 1 year, 65.7% of Guggenheim's targets proved profitable, for an average gain of +14.9% per call (all calls, winners and losers) — i.e. +4.1% vs its sector, across 607 timestamped calls replayed against real prices. JPI verdict: fairly reliable. An analyst can be good in one sector and poor in another — details below.

65.7%profitable calls

+14.9%avg gain / call

+4.1%vs sector

607scored calls

In which sectors is Guggenheim reliable?

Sector

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ Industry

82.6%

+54.1%

+69.2%

+5.7% (10)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
UBER	▲ Buy	Apr 27, 26	Apr 27, 27	$76.27	🎯$125	$74.33	+64%	-3% so far
GEV	▲ Buy	Apr 23, 26	Apr 23, 27	$1149.19	🎯$1300	$1077.08	+13%	-6% so far
ADP	▲ Buy	Mar 19, 26	Mar 19, 27	$208.69	🎯$270	$245.6	+29%	+18% so far
UBER	▲ Buy	Feb 18, 26	Feb 18, 27	$72.94	🎯$125	$74.33	+71%	+2% so far
GNRC	▲ Buy	Feb 10, 26	Feb 10, 27	$182.3	🎯$202	$235.8	+11%	+29% so far
UBER	▲ Buy	Jan 22, 26	Jan 22, 27	$82.56	🎯$135	$74.33	+64%	-10% so far
UBER	▲ Buy	Nov 5, 25	Nov 5, 26	$92.12	🎯$135	$74.33	+47%	-19% so far
UBER	▲ Buy	Oct 15, 25	Oct 15, 26	$94.52	🎯$140	$74.33	+48%	-21% so far

Sample (0 recent finished + 8 in progress) of 23 calls.

▸ Finance

61.1%

+21.0%

+54.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PYPL	▲ Buy	Jan 31, 20	Jan 30, 21	$113.89	—	$241.45	—	+112.4%
MA	▲ Buy	Jan 30, 20	Jan 29, 21	$324.46	🎯$364	$314.73	+12%	-2.5%
PYPL	▼ Sell	Jul 29, 19	Jul 28, 20	$111.45	—	$176.09	—	-58.2%
GPN	▲ Buy	May 30, 19	May 29, 20	$152.93	—	$178.93	—	+17.4%
MA	▲ Buy	Sep 11, 17	Sep 11, 18	$141.99	🎯$153	$212.99	+8%	+50.3%
JPM	▲ Buy	Apr 25, 17	Apr 25, 18	$88.26	—	$110.33	—	+24.6%
FIS	▲ Buy	Mar 31, 17	Mar 31, 18	$79.44	🎯$90	$94.53	+13%	+19.2%
PYPL	▲ Buy	Jan 4, 17	Jan 4, 18	$41.06	🎯$46	$78.84	+12%	+91.7%

Sample (8 recent finished + 0 in progress) of 18 calls.

▸ Comm.

72.8%

+30.6%

+33.8%

-3.6% (28)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NFLX	▲ Buy	May 15, 26	May 15, 27	$87.02	🎯$120	$76.18	+38%	-12% so far
TTD	▲ Buy	May 8, 26	May 8, 27	$23.08	🎯$25	$19.18	+8%	-17% so far
DIS	▲ Buy	May 7, 26	May 7, 27	$108.02	🎯$120	$97.48	+11%	-10% so far
LYV	▲ Buy	May 6, 26	May 6, 27	$165.75	🎯$197	$183.92	+19%	+11% so far
GOOGL	▲ Buy	Apr 30, 26	Apr 30, 27	$385.69	🎯$450	$367.03	+17%	-5% so far
NFLX	▲ Buy	Apr 17, 26	Apr 17, 27	$97.31	🎯$120	$76.18	+23%	-22% so far
NFLX	▲ Buy	Apr 14, 26	Apr 14, 27	$106.28	🎯$130	$76.18	+22%	-28% so far
LYV	▲ Buy	Apr 6, 26	Apr 6, 27	$160.12	🎯$192	$183.92	+20%	+15% so far

Sample (0 recent finished + 8 in progress) of 81 calls.

▸ Cons. staples

71.2%

+11.0%

+12.7%

+3.1% (28)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
KR	▲ Buy	Jul 2, 26	Jul 2, 27	$58.22	🎯$71	$58.54	+22%	+1% so far
KR	▲ Buy	Jun 22, 26	Jun 22, 27	$57.05	🎯$71	$58.54	+24%	+3% so far
TGT	▲ Buy	Jun 12, 26	Jun 12, 27	$135.23	🎯$145	$127.55	+7%	-6% so far
DLTR	▲ Buy	May 29, 26	May 29, 27	$111.35	🎯$135	$122.65	+21%	+10% so far
TGT	▲ Buy	Apr 20, 26	Apr 20, 27	$130.18	🎯$140	$127.55	+8%	-2% so far
WMT	▲ Buy	Apr 13, 26	Apr 13, 27	$125.05	🎯$137	$111.54	+10%	-11% so far
SYY	▲ Buy	Apr 2, 26	Apr 2, 27	$73.24	🎯$90	$84.62	+23%	+16% so far
DLTR	▲ Buy	Mar 17, 26	Mar 17, 27	$111.84	🎯$130	$122.65	+16%	+10% so far

Sample (0 recent finished + 8 in progress) of 66 calls.

▸ Tech

61%

+13.1%

+12.6%

-14.2% (36)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NOW	▲ Buy	Jul 1, 26	Jul 1, 27	$105.8	🎯$125	$110.73	+18%	+5% so far
CRM	▲ Buy	Jul 1, 26	Jul 1, 27	$163.23	🎯$228	$169.52	+40%	+4% so far
ACN	▲ Buy	Jun 22, 26	Jun 22, 27	$127.01	🎯$185	$142.14	+46%	+12% so far
ORCL	▲ Buy	Jun 11, 26	Jun 11, 27	$184.1	🎯$400	$141.6	+117%	-23% so far
DDOG	▲ Buy	May 8, 26	May 8, 27	$202.32	🎯$225	$256.81	+11%	+27% so far
AKAM	▲ Buy	May 8, 26	May 8, 27	$147.71	🎯$181	$114.37	+23%	-23% so far
MSFT	▲ Buy	Apr 30, 26	Apr 30, 27	$414.44	🎯$586	$388.84	+41%	-6% so far
CTSH	▲ Buy	Apr 30, 26	Apr 30, 27	$52.43	🎯$80	$43.94	+53%	-16% so far

Sample (0 recent finished + 8 in progress) of 82 calls.

▸ Utilities

66.7%

+12.1%

+11.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NRG	▲ Buy	May 13, 25	May 13, 26	$153.81	🎯$173	$135.35	+12%	-12.4%
NI	▲ Buy	May 8, 25	May 8, 26	$39.58	🎯$43	$47.1	+9%	+18.8%
AEP	▲ Buy	May 7, 25	May 7, 26	$105.19	🎯$115	$130.44	+9%	+23.7%
EXC	▲ Buy	May 2, 25	May 2, 26	$46	🎯$50	$46.46	+9%	+1.3%
PEG	▲ Buy	May 1, 25	May 1, 26	$79.48	🎯$94	$80.27	+18%	+1.2%
PPL	▲ Buy	May 1, 25	May 1, 26	$36.17	🎯$40	$37.98	+11%	+4.5%
FE	▲ Buy	Apr 7, 25	Apr 7, 26	$38.31	🎯$47	$51.34	+23%	+34.2%
DTE	▲ Buy	Mar 21, 25	Mar 21, 26	$136.15	🎯$147	$142.96	+8%	+4.5%

Sample (8 recent finished + 0 in progress) of 93 calls.

▸ Health

63.5%

+10.6%

+8.7%

+18.5% (50)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
JNJ	▲ Buy	Jun 26, 26	Jun 26, 27	$258.51	🎯$270	$267.24	+4%	+3% so far
LLY	▲ Buy	May 5, 26	May 5, 27	$988.87	🎯$1183	$1235.56	+20%	+25% so far
CI	▲ Buy	May 4, 26	May 4, 27	$279.35	🎯$338	$286.62	+21%	+3% so far
ABBV	▲ Buy	May 1, 26	May 1, 27	$208.16	🎯$249	$254.65	+20%	+22% so far
REGN	▲ Buy	May 1, 26	May 1, 27	$709.21	🎯$995	$676.23	+40%	-5% so far
BIIB	▲ Buy	Apr 30, 26	Apr 30, 27	$187.06	🎯$260	$205.7	+39%	+10% so far
HUM	▲ Buy	Apr 30, 26	Apr 30, 27	$233.63	🎯$269	$394.62	+15%	+69% so far
UHS	▲ Buy	Apr 29, 26	Apr 29, 27	$168.27	🎯$211	$161.26	+25%	-4% so far

Sample (0 recent finished + 8 in progress) of 85 calls.

▸ Cons. disc.

149

60.4%

+6.9%

+5.9%

-3.9% (37)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NKE	▲ Buy	Jul 1, 26	Jul 1, 27	$43.06	🎯$60	$43.21	+39%	+0% so far
DRI	▲ Buy	Jun 24, 26	Jun 24, 27	$212.76	🎯$235	$204.5	+10%	-4% so far
DASH	▲ Buy	Jun 23, 26	Jun 23, 27	$171.52	🎯$255	$195.72	+49%	+14% so far
TSCO	▲ Buy	Jun 5, 26	Jun 5, 27	$29.78	🎯$50	$30.43	+68%	+2% so far
BBY	▲ Buy	May 29, 26	May 29, 27	$74.98	🎯$90	$78.72	+20%	+5% so far
AZO	▲ Buy	May 27, 26	May 27, 27	$3027.48	🎯$4000	$3074.86	+32%	+2% so far
HD	▲ Buy	May 20, 26	May 20, 27	$313.78	🎯$425	$345.21	+35%	+10% so far
AMZN	▲ Buy	Apr 30, 26	Apr 30, 27	$268.26	🎯$320	$245.98	+19%	-8% so far

Sample (0 recent finished + 8 in progress) of 149 calls.

The stocks Guggenheim covers (track record per stock)

Stock

Calls

% profitable

Avg gain 2015+

Avg gain 2020+

Last 12 months

▸ GEV GE Vernova

100%

+150.9%

-6.3% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
GEV	▲ Buy	Apr 23, 26	Apr 23, 27	$1149.19	🎯$1300	$1077.08	+13%	-6% so far
GEV	▲ Buy	Apr 24, 25	Apr 24, 26	$372.42	🎯$380	$1120.98	+2%	+200.8%
GEV	▲ Buy	Apr 17, 25	Apr 17, 26	$313.08	🎯$380	$989.33	+21%	+216.3%
GEV	▲ Buy	Mar 5, 25	Mar 5, 26	$316.8	🎯$380	$814.18	+20%	+157.3%
GEV	▲ Buy	Dec 11, 24	Dec 11, 25	$329.91	🎯$380	$673.02	+15%	+103.6%
GEV	▲ Buy	Dec 5, 24	Dec 5, 25	$348.13	🎯$400	$630.12	+15%	+81.4%
GEV	▲ Buy	Sep 24, 24	Sep 24, 25	$255.48	🎯$300	$628.48	+17%	+146.2%

▸ PYPL PayPal

66.7%

+48.6%

+112.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
PYPL	▲ Buy	Jan 31, 20	Jan 30, 21	$113.89	—	$241.45	—	+112.4%
PYPL	▼ Sell	Jul 29, 19	Jul 28, 20	$111.45	—	$176.09	—	-58.2%
PYPL	▲ Buy	Jan 4, 17	Jan 4, 18	$41.06	🎯$46	$78.84	+12%	+91.7%

▸ WBD Warner Bros. Discovery

66.7%

+95.1%

+46.0% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WBD	▲ Buy	Oct 8, 25	Oct 8, 26	$17.89	🎯$22	$26.12	+23%	+46% so far
WBD	▲ Buy	Jun 10, 25	Jun 10, 26	$10.51	—	$26.91	—	+155.6%
WBD	▲ Buy	Dec 12, 24	Dec 12, 25	$12.07	🎯$12.5	$29.69	+4%	+146.2%
WBD	▲ Buy	Jan 11, 23	Jan 11, 24	$12.6	🎯$16.5	$10.58	+31%	-16.3%

▸ META Meta Platforms

100%

+91.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
META	▲ Buy	Aug 1, 24	Aug 1, 25	$488.14	🎯$600	$776.14	+23%	+59.1%
META	▲ Buy	Apr 25, 24	Apr 25, 25	$443.29	🎯$500	$549.68	+13%	+24%
META	▲ Buy	Sep 27, 23	Sep 26, 24	$303.96	🎯$380	$568.41	+25%	+86.7%
META	▲ Buy	Jul 27, 23	Jul 26, 24	$325.48	🎯$375	$465.44	+15%	+43.1%
META	▲ Buy	Apr 27, 23	Apr 26, 24	$240.32	🎯$320	$432.58	+33%	+80%
META	▲ Buy	Mar 27, 23	Mar 26, 24	$202.84	🎯$240	$494.93	+18%	+144.5%
META	▲ Buy	Feb 2, 23	Feb 2, 24	$188.77	🎯$210	$475.7	+11%	+151.6%
META	▲ Buy	Oct 27, 22	Oct 27, 23	$97.94	🎯$125	$296.76	+28%	+203%

Sample (8 recent finished + 0 in progress) of 9 calls.

▸ NRG NRG Energy

80%

+60.5%

+62.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NRG	▲ Buy	May 13, 25	May 13, 26	$153.81	🎯$173	$135.35	+12%	-12.4%
NRG	▲ Buy	Feb 27, 25	Feb 27, 26	$105.71	🎯$145	$175.48	+37%	+66.1%
NRG	▲ Buy	Oct 8, 24	Oct 8, 25	$88.56	🎯$118	$168.26	+33%	+90%
NRG	▲ Buy	Nov 1, 23	Oct 31, 24	$43.86	🎯$50	$90.35	+14%	+106.1%
NRG	▲ Buy	Jan 29, 16	Jan 28, 17	$10.64	—	$16.28	—	+52.8%

▸ RL Ralph Lauren Corporation

100%

+49.2%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
RL	▲ Buy	Feb 7, 25	Feb 7, 26	$268.55	🎯$310	$349.12	+15%	+29.6%
RL	▲ Buy	Jan 29, 25	Jan 29, 26	$258.5	🎯$285	$354.15	+10%	+36.7%
RL	▲ Buy	Oct 28, 24	Oct 28, 25	$203.56	🎯$225	$327.73	+11%	+60.9%
RL	▲ Buy	May 24, 24	May 24, 25	$181.25	🎯$200	$286.38	+10%	+57.9%
RL	▲ Buy	Sep 18, 23	Sep 17, 24	$114.72	🎯$166	$184.7	+45%	+60.6%

▸ CRWD CrowdStrike

83.3%

+47.9%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CRWD	▲ Buy	Jun 25, 24	Jun 25, 25	$95.09	🎯$424	$126.47	+346%	+32.8%
CRWD	▲ Buy	Mar 6, 24	Mar 6, 25	$82.39	🎯$424	$87.33	+415%	+5.5%
CRWD	▲ Buy	Feb 21, 24	Feb 20, 25	$77.73	🎯$358	$101.83	+361%	+30.8%
CRWD	▲ Buy	Aug 23, 23	Aug 22, 24	$36.36	🎯$162	$67.99	+346%	+86.7%
CRWD	▲ Buy	Mar 8, 23	Mar 7, 24	$32.23	🎯$147	$82.51	+356%	+155.7%
CRWD	▲ Buy	Aug 12, 22	Aug 12, 23	$50.22	🎯$270	$38.17	+438%	-24.1%

▸ NFLX Netflix

88.2%

+43.4%

+45.4%

-21.0% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NFLX	▲ Buy	May 15, 26	May 15, 27	$87.02	🎯$120	$76.18	+38%	-12% so far
NFLX	▲ Buy	Apr 17, 26	Apr 17, 27	$97.31	🎯$120	$76.18	+23%	-22% so far
NFLX	▲ Buy	Apr 14, 26	Apr 14, 27	$106.28	🎯$130	$76.18	+22%	-28% so far
NFLX	▲ Buy	Jan 21, 26	Jan 21, 27	$85.36	🎯$130	$76.18	+52%	-11% so far
NFLX	▲ Buy	Oct 22, 25	Oct 22, 26	$111.64	🎯$1450	$76.18	+1199%	-32% so far
NFLX	▲ Buy	Apr 3, 25	Apr 3, 26	$85.59	🎯$1100	$99.28	+1185%	+15.6%
NFLX	▲ Buy	Jan 13, 25	Jan 13, 26	$82.84	🎯$950	$88.64	+1047%	+6.9%
NFLX	▲ Buy	Oct 29, 24	Oct 29, 25	$75.37	🎯$825	$108.53	+995%	+44.5%

Sample (3 recent finished + 5 in progress) of 17 calls.

▸ DPZ Domino's

100%

+50.8%

+43.1%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DPZ	▲ Buy	Apr 28, 23	Apr 27, 24	$311.25	🎯$330	$526.01	+6%	+69.4%
DPZ	▲ Buy	May 27, 20	May 27, 21	$365.55	🎯$415	$427.69	+14%	+16.8%
DPZ	▲ Buy	Sep 4, 19	Sep 3, 20	$239.06	🎯$280	$396.84	+17%	+66.3%

▸ CPRT Copart

100%

+36.3%

+42.5%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
CPRT	▲ Buy	Feb 22, 23	Feb 22, 24	$34.67	🎯$82	$49.23	+137%	+42.5%
CPRT	▲ Buy	Oct 18, 19	Oct 17, 20	$20.58	—	$28.81	—	+40%
CPRT	▲ Buy	Apr 17, 18	Apr 17, 19	$12.82	🎯$58	$16.15	+352%	+26.3%

▸ NOW ServiceNow

90.9%

+40.2%

+39.3%

+30.9% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
NOW	▲ Buy	Jul 1, 26	Jul 1, 27	$105.8	🎯$125	$110.73	+18%	+5% so far
NOW	▼ Sell	Jul 17, 25	Jul 17, 26	$192.68	🎯$724	$110.73	+276%	-43% so far
NOW	▼ Sell	Jul 8, 25	Jul 8, 26	$202.74	🎯$724	$110.73	+257%	-45% so far
NOW	▼ Sell	Apr 24, 25	Apr 24, 26	$189.05	🎯$724	$90.74	+283%	+52.2%
NOW	▼ Sell	Apr 16, 25	Apr 16, 26	$154.43	🎯$716	$97.29	+364%	+37.4%
NOW	▼ Sell	Jan 22, 25	Jan 22, 26	$226.84	🎯$716	$133.84	+216%	+41.3%
NOW	▼ Sell	Jul 8, 24	Jul 8, 25	$153.24	🎯$640	$205.34	+318%	-33.5%
NOW	▲ Buy	Oct 19, 23	Oct 18, 24	$108.5	🎯$657	$183.36	+506%	+69.3%

Sample (5 recent finished + 3 in progress) of 11 calls.

▸ TPR Tapestry, Inc.

80%

+39.3%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TPR	▲ Buy	Feb 7, 25	Feb 7, 26	$79.05	🎯$90	$154.94	+14%	+95.6%
TPR	▲ Buy	Nov 15, 24	Nov 15, 25	$56.55	🎯$70	$101.79	+24%	+79.9%
TPR	▲ Buy	Nov 8, 23	Nov 7, 24	$28.28	🎯$60	$52.32	+112%	+84.7%
TPR	▲ Buy	Sep 11, 23	Sep 10, 24	$31.52	🎯$60	$41.61	+90%	+32.5%
TPR	▲ Buy	Aug 23, 23	Aug 22, 24	$33.09	🎯$60	$41.69	+81%	+25.9%
TPR	▲ Buy	May 11, 23	May 10, 24	$41.18	🎯$60	$41.18	+46%	+0.4%
TPR	▲ Buy	Apr 19, 23	Apr 18, 24	$42.29	🎯$60	$40.6	+42%	-3.9%
TPR	▲ Buy	Aug 18, 22	Aug 18, 23	$36.83	🎯$60	$33.88	+63%	-8.2%

Sample (8 recent finished + 0 in progress) of 15 calls.

▸ TKO TKO Group Holdings

100%

+35.8%

-0.3% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TKO	▲ Buy	Oct 3, 25	Oct 3, 26	$197.35	🎯$225	$193.58	+14%	-2% so far
TKO	▲ Buy	Aug 13, 25	Aug 13, 26	$191	🎯$205	$193.58	+7%	+1% so far
TKO	▲ Buy	May 9, 25	May 9, 26	$160.6	🎯$190	$184.69	+18%	+14.9%
TKO	▲ Buy	Apr 23, 25	Apr 23, 26	$155.28	🎯$175	$186.34	+13%	+20.1%
TKO	▲ Buy	Feb 27, 25	Feb 27, 26	$150.64	🎯$175	$224.45	+16%	+49.3%
TKO	▲ Buy	Sep 30, 24	Sep 30, 25	$122.26	🎯$140	$199.28	+15%	+62.6%
TKO	▲ Buy	Nov 8, 23	Nov 7, 24	$84.9	🎯$120	$120.56	+41%	+41.6%
TKO	▲ Buy	Sep 22, 23	Sep 21, 24	$82.17	🎯$126	$121.61	+53%	+48.5%

▸ FSLR First Solar

88.9%

+34.9%

+6.2% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FSLR	▲ Buy	Mar 17, 26	Mar 17, 27	$200.42	🎯$269	$227.72	+34%	+14% so far
FSLR	▲ Buy	Jan 8, 26	Jan 8, 27	$246.26	🎯$312	$227.72	+27%	-8% so far
FSLR	▲ Buy	Aug 22, 25	Aug 22, 26	$202.28	🎯$287	$227.72	+42%	+13% so far
FSLR	▲ Buy	May 1, 25	May 1, 26	$130.54	🎯$202	$211.47	+55%	+61.9%
FSLR	▲ Buy	Apr 7, 25	Apr 7, 26	$120.38	🎯$253	$201.03	+110%	+66.8%
FSLR	▲ Buy	Feb 27, 25	Feb 27, 26	$136.18	🎯$304	$200.18	+123%	+46.8%
FSLR	▲ Buy	Jan 22, 25	Jan 22, 26	$174.11	🎯$335	$242.01	+92%	+39.1%
FSLR	▲ Buy	Oct 30, 24	Oct 30, 25	$194.48	🎯$335	$266.44	+72%	+37.3%

Sample (5 recent finished + 3 in progress) of 9 calls.

▸ ETR Entergy

60%

+27.5%

+34.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ETR	▲ Buy	Nov 1, 24	Nov 1, 25	$71.21	🎯$165	$96.85	+132%	+36%
ETR	▲ Buy	Aug 2, 24	Aug 2, 25	$57.76	🎯$128	$91.84	+122%	+58.6%
ETR	▲ Buy	Nov 3, 23	Nov 2, 24	$49.03	🎯$103	$71.09	+110%	+45.2%
ETR	▲ Buy	Apr 24, 23	Apr 23, 24	$54.38	🎯$124	$53.29	+128%	-2.1%
ETR	▲ Buy	Aug 22, 16	Aug 22, 17	$39.47	—	$39.47	—	-0.4%

▸ LLY Lilly (Eli)

66.7%

+32.7%

+41.6% (9)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
LLY	▲ Buy	May 5, 26	May 5, 27	$988.87	🎯$1183	$1235.56	+20%	+25% so far
LLY	▲ Buy	Apr 22, 26	Apr 22, 27	$917.65	🎯$1183	$1235.56	+29%	+35% so far
LLY	▲ Buy	Mar 30, 26	Mar 30, 27	$919.77	🎯$1163	$1235.56	+26%	+34% so far
LLY	▲ Buy	Jan 20, 26	Jan 20, 27	$1041.29	🎯$1161	$1235.56	+11%	+19% so far
LLY	▲ Buy	Dec 3, 25	Dec 3, 26	$1014.49	🎯$1163	$1235.56	+15%	+22% so far
LLY	▲ Buy	Oct 16, 25	Oct 16, 26	$819.38	🎯$948	$1235.56	+16%	+51% so far
LLY	▲ Buy	Oct 8, 25	Oct 8, 26	$845.72	🎯$948	$1235.56	+12%	+46% so far
LLY	▲ Buy	Aug 13, 25	Aug 13, 26	$660.49	🎯$875	$1235.56	+32%	+87% so far

▸ INCY Incyte

100%

+24.4%

+29.4%

+14.7% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
INCY	▲ Buy	Nov 3, 25	Nov 3, 26	$102.92	🎯$125	$118.05	+21%	+15% so far
INCY	▲ Buy	Sep 16, 24	Sep 16, 25	$66.43	🎯$92	$85.03	+38%	+27.7%
INCY	▲ Buy	Dec 4, 23	Dec 3, 24	$54.96	—	$72	—	+31.1%
INCY	▲ Buy	Jan 3, 19	Jan 3, 20	$68.06	—	$77.59	—	+14.5%

▸ WMT Walmart

100%

+25.2%

+26.6%

+5.3% (4)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
WMT	▲ Buy	Apr 13, 26	Apr 13, 27	$125.05	🎯$137	$111.54	+10%	-11% so far
WMT	▲ Buy	Nov 21, 25	Nov 21, 26	$105.32	🎯$120	$111.54	+14%	+6% so far
WMT	▲ Buy	Aug 22, 25	Aug 22, 26	$96.83	🎯$115	$111.54	+19%	+15% so far
WMT	▲ Buy	Aug 18, 25	Aug 18, 26	$100.7	🎯$115	$111.54	+14%	+11% so far
WMT	▲ Buy	Jun 8, 25	Jun 8, 26	$97.45	🎯$112	$119.86	+15%	+23%
WMT	▲ Buy	Feb 24, 25	Feb 24, 26	$97.69	🎯$100	$126.02	+2%	+28.7%
WMT	▲ Buy	Nov 20, 24	Nov 20, 25	$88.39	🎯$100	$105.18	+13%	+19.2%
WMT	▲ Buy	Oct 28, 24	Oct 28, 25	$81.7	🎯$90	$102.13	+10%	+25.4%

Sample (4 recent finished + 4 in progress) of 13 calls.

▸ ORCL Oracle Corporation

81.8%

+26.2%

-33.1% (5)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
ORCL	▲ Buy	Jun 11, 26	Jun 11, 27	$184.1	🎯$400	$141.6	+117%	-23% so far
ORCL	▲ Buy	Mar 13, 26	Mar 13, 27	$155.11	🎯$400	$141.6	+158%	-9% so far
ORCL	▲ Buy	Dec 11, 25	Dec 11, 26	$189.97	🎯$400	$141.6	+111%	-25% so far
ORCL	▲ Buy	Oct 17, 25	Oct 17, 26	$291.31	🎯$400	$141.6	+37%	-51% so far
ORCL	▲ Buy	Sep 10, 25	Sep 10, 26	$328.33	🎯$375	$141.6	+14%	-57% so far
ORCL	▲ Buy	Jun 18, 25	Jun 18, 26	$205.17	🎯$250	$174.39	+22%	-14.7%
ORCL	▲ Buy	Jun 12, 25	Jun 12, 26	$215.22	🎯$220	$193.7	+2%	-10.5%
ORCL	▲ Buy	Jun 5, 25	Jun 5, 26	$174.02	🎯$220	$212.3	+26%	+21.7%

Sample (3 recent finished + 5 in progress) of 11 calls.

▸ TSCO Tractor Supply

62.5%

+17.5%

+25.6%

-19.3% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TSCO	▲ Buy	Jun 5, 26	Jun 5, 27	$29.78	🎯$50	$30.43	+68%	+2% so far
TSCO	▲ Buy	Apr 23, 26	Apr 23, 27	$36.74	🎯$60	$30.43	+63%	-17% so far
TSCO	▲ Buy	Jan 22, 26	Jan 22, 27	$53.4	🎯$65	$30.43	+22%	-43% so far
TSCO	▲ Buy	Apr 25, 25	Apr 25, 26	$49	🎯$55	$35.77	+12%	-27.2%
TSCO	▲ Buy	Jan 31, 25	Jan 31, 26	$54.58	🎯$60	$52.94	+10%	-2.9%
TSCO	▲ Buy	Feb 2, 24	Feb 1, 25	$46.19	🎯$255	$54.5	+452%	+18.2%
TSCO	▲ Buy	Jun 29, 23	Jun 28, 24	$44.22	🎯$245	$53.51	+454%	+21.1%
TSCO	▲ Buy	Apr 7, 21	Apr 7, 22	$35.41	🎯$200	$46.03	+465%	+30.5%

▸ DRI Darden Restaurants

80%

+22.3%

+24.8%

+3.4% (3)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
DRI	▲ Buy	Jun 24, 26	Jun 24, 27	$212.76	🎯$235	$204.5	+10%	-4% so far
DRI	▲ Buy	Dec 17, 25	Dec 17, 26	$189.53	🎯$230	$204.5	+21%	+8% so far
DRI	▲ Buy	Sep 17, 25	Sep 17, 26	$192.74	🎯$235	$204.5	+22%	+6% so far
DRI	▲ Buy	Mar 24, 25	Mar 24, 26	$208.56	🎯$220	$200.22	+5%	-3.9%
DRI	▲ Buy	Mar 19, 24	Mar 19, 25	$174.09	🎯$190	$188.02	+9%	+8.1%
DRI	▲ Buy	Feb 2, 23	Feb 2, 24	$147.92	🎯$170	$167.15	+15%	+12.6%
DRI	▲ Buy	May 20, 20	May 20, 21	$77.22	🎯$88	$140.54	+14%	+82.3%
DRI	▲ Buy	Dec 1, 16	Dec 1, 17	$75.79	—	$84.88	—	+12.2%

▸ TJX TJX Companies

66.7%

+8.0%

+21.7%

-1.0% (1)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
TJX	▲ Buy	Dec 10, 25	Dec 10, 26	$155.67	🎯$175	$154.11	+12%	-1% so far
TJX	▲ Buy	Dec 5, 24	Dec 5, 25	$125.92	🎯$140	$153.62	+11%	+21.7%
TJX	▲ Buy	Sep 30, 16	Sep 30, 17	$37.39	—	$36.64	—	-1.8%
TJX	▲ Buy	Feb 3, 15	Feb 3, 16	$33.94	🎯$79	$35.3	+133%	+4.3%

▸ VEEV Veeva Systems

66.7%

+40.5%

+19.8%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
VEEV	▲ Buy	Oct 1, 24	Oct 1, 25	$207.52	🎯$249	$300.9	+20%	+45%
VEEV	▲ Buy	Jul 18, 24	Jul 18, 25	$183.25	🎯$233	$280.37	+27%	+53.3%
VEEV	▲ Buy	Jun 1, 23	May 31, 24	$198.3	🎯$226	$174.5	+14%	-12.1%
VEEV	▲ Buy	Mar 3, 22	Mar 3, 23	$193.16	🎯$255	$179.64	+32%	-6.8%
VEEV	▲ Buy	Aug 28, 19	Aug 27, 20	$164.12	🎯$180	$270.8	+10%	+64.7%
VEEV	▲ Buy	Aug 8, 18	Aug 8, 19	$82	🎯$100	$163.18	+22%	+99.2%

▸ FOXA Fox Corporation (Class A)

62.5%

+18.3%

-17.8% (2)

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FOXA	▲ Buy	Dec 22, 25	Dec 22, 26	$73.62	🎯$85	$54.92	+15%	-25% so far
FOXA	▲ Buy	Sep 26, 25	Sep 26, 26	$61.15	🎯$68	$54.92	+11%	-10% so far
FOXA	▲ Buy	Jun 25, 25	Jun 25, 26	$56.68	🎯$62	$49.88	+9%	-11.6%
FOXA	▲ Buy	Mar 25, 25	Mar 25, 26	$55.21	🎯$60	$58.52	+9%	+6.2%
FOXA	▲ Buy	Feb 5, 25	Feb 5, 26	$53.24	🎯$60	$64.95	+13%	+21.7%
FOXA	▲ Buy	Nov 5, 24	Nov 5, 25	$45.48	🎯$50	$65.49	+10%	+44.5%
FOXA	▲ Buy	Aug 7, 24	Aug 7, 25	$39.3	🎯$44	$53.84	+12%	+37.5%
FOXA	▲ Buy	Jan 5, 23	Jan 5, 24	$30.85	🎯$40	$30.23	+30%	-2.3%

▸ FE FirstEnergy

50%

+11.9%

+17.4%

—

Stock	Rating	Issued	Matures (1yr)	Price at call	Target	End price	Targeted	Result
FE	▲ Buy	Apr 7, 25	Apr 7, 26	$38.31	🎯$47	$51.34	+23%	+34.2%
FE	▲ Buy	Feb 28, 25	Feb 28, 26	$39.61	🎯$45	$51.1	+14%	+28.7%
FE	▲ Buy	Jan 23, 23	Jan 23, 24	$41.14	🎯$46	$36.61	+12%	-10.7%
FE	▲ Buy	Dec 3, 15	Dec 2, 16	$32.05	—	$30.45	—	-4.6%

% profitable = share of its calls that made money (1 year). Avg gain / call = average absolute gain per call (winners and losers). Point-in-time, S&P 500 backtest.