Stocky Balboa

Stocky Balboa

Morning brief — 2026-10-05

🥊 2026-10-05 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $272,184.63

Account Balance Positions
ROTH IRA $11,146.97 3
WALMART RSU $35,594.78 0
Individual - TOD $67,613.36 3
Individual - TOD $157,829.52 7

Catalyst calendar (next 14d)

Ticker Date When EPS Est Rev Est
C 2026-10-13 2.7311 24202452747
BNY 2026-10-15 2.2764 5595213331
USB 2026-10-15 1.3347 8076127559
TRV 2026-10-16 bmo 6.8423 11494725836
FITB 2026-10-19 0.9901 3404118216
WRB 2026-10-19 amc 1.1295 3864005045

Quant pass summary

Shortlist research notes

ALL — ERROR

Credit balance is too low


AMP — ERROR

Credit balance is too low


BNY — ERROR

Credit balance is too low


C — ERROR

Credit balance is too low


CB — ERROR

Credit balance is too low


CNC — ERROR

Credit balance is too low


COP — ERROR

Credit balance is too low


DASH — ERROR

Credit balance is too low


ECL — ERROR

Credit balance is too low


EL — ERROR

Credit balance is too low


ELV — ERROR

Credit balance is too low


EME — ERROR

Credit balance is too low


EXPE — ERROR

Credit balance is too low


FANG — ERROR

Credit balance is too low


FITB — ERROR

Credit balance is too low


GOOG — ERROR

Credit balance is too low


GOOGL — ERROR

Credit balance is too low


KMI — ERROR

Credit balance is too low


MO — ERROR

Credit balance is too low


MSI — ERROR

Credit balance is too low


NEM — ERROR

Credit balance is too low


OKE — ERROR

Credit balance is too low


OXY — ERROR

Credit balance is too low


PGR — ERROR

Credit balance is too low


REGN — ERROR

Credit balance is too low


SPG — ERROR

Credit balance is too low


TRV — ERROR

Credit balance is too low


USB — ERROR

Credit balance is too low


VZ — ERROR

Credit balance is too low


WRB — ERROR

Credit balance is too low