All things STOCKS

He’s still very good. If he talks for more than about 30 minutes he’ll start slipping a bit as he gets tired. But cognitively he’s still very sharp.
I watched some of the Q&A session from Berkshire's annual meeting the other day. You're right - I only noticed a couple of times that he had trouble getting something out, but it was very brief. And if he wasn't 92, you probably wouldn't even have thought of it as a slip. It's pretty remarkable.
 
It is about to be an amazing run for NVO

Bagsværd, Denmark, 13 April 2023 – Novo Nordisk today announced the sales and operating profit growth at constant exchange rates (CER) for the first three months of 2023 and that the full-year sales and operating profit outlook at CER has been raised.
In the first three months of 2023, Novo Nordisk’s sales increased by 25% and operating profit increased by 28%, both at CER. Wholesaler inventory movements in the US positively impacted sales growth.
Profit and loss (CER)First three months 2023Sales growth25%Operating profit growth28%

The sales outlook for 2023 is raised, primarily reflecting Wegovy® prescription trends in the first quarter and higher full-year expectations for sales of Wegovy® in the US. Furthermore, a second contract manufacturer is now ready to begin production, thereby increasing Wegovy® supply capacity.
The updated sales outlook also reflects higher full-year expectations for Ozempic® sales, mainly in the US, following accelerated volume growth of the GLP-1 class.
Outlook 2023 (CER)Expectations 2 FebruaryExpectations 13 AprilSales growth13-19%24-30%Operating profit growth13-19%28-34%
 
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Some are getting a head start on Sell in May and Go Away?

It seems like the markets often fall after tax day. Lots of the individual investors have just funded their IRAs and bought equities, so Wall Street has to knock their investments lower.
 
I wonder. It can't stay flat as it is today, that's for sure. Finviz looks kind of "defensive" today, but not by much.
 
I’m always happy when LMT and HD have good days. And BX.

Missed selling NFLX covered calls last week. Hopefully that works out. Earnings coming after the close.
 
I've never seen the overall market this asleep. I have a LOT of spy calls now. You know what they say, the market can remain wrong longer than you can stay solvent.
 
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