Stocks in Play - 24th July 2026
Today in Focus: THC, CHTR
Trading Services I Use:
StockAnalysis.com - I’ve been using Stock Analysis as an affordable but reliable method of looking at New and Upcoming IPOs, Earnings Calendars and most notably KPIs (Key Performance Indicators). Stock Analysis allows you to view the KPIs for many companies with up to date metrics and segments that you can cross reference against Earnings Results. This is incredibly important when understanding what metrics move a stock. At $65 per year it’s a no brainer. They’ve given me a discount code if you use STOCKSINPLAY they will give you another 10% Off.
Situational Awareness:
Market Condition: Market Below all MAs, Cautious Approach
Commentary:
Bearish day in the market yesterday. I’m glad I spent that time building the IKEA Couch rather than staring at screens. I’m seeing people repeatedly try to buy the dip in AI/Datacenter names over and over again just getting chopped up continuously. This is where our approach of waiting for good charts and catalysts keeps us out of that mess. 10Y, Crude, DXY and VIX all look poised to breakout. zen - Chasing Superperformance uses these as his market guide and they’re effective. Essentially - If they’re going up, it’s bad for stocks.
I’m bearish/chop leaning however we’re right back at the bottom of the range on the QQQ so yet another bounce is more than possible. Less is more. This is day trader and mean reversion paradise. It’s not a market for much follow through on the long side. That being said a healthcare stock THC today stands out to me as worth watching. Write up below. Finally I have an eye on CHTR as a short. Awful earnings from them.
Next week is a massive earnings and macro week.
In Play:
THC: Strong Earnings and Margin Expansion
Key Metrics THC:
Industry Group: Medical Care Facilities, Market Cap: 19.85B, Float: 85.19, Short Interest: 4.39%, Days to Cover: 2.53, Earnings: 7/23/2026 4:30:00 PM, Exchange: NYQ
Catalyst:
Solid Beat on Revs and Adjusted EPS. Strong Hospital and Adjusted EBITDA Margin expansion and positive inflection on KPIs (Hospital Volume). Raised FCF Guidance. Increased Buyback authorization. Huge monthly all time high breakout opportunity. Solid daily however there is overhead from previous rejection. Market conditions may hamper this one but if it coincides with a bounce it may have legs. Healthcare has been strong. This is more of a boring stock which is probably a good thing for the current conditions. Low volume pre market so that would need to kick in during market hours or else liquidity might be an issue.
“Strong same-store revenue growth and effective expense management drove our fundamental outperformance… actively navigating current industry dynamics through excellent operational execution, investments in innovation, and a continued focus on higher acuity services.” CEO
Trade Updates:
Current Positions: DFTX, TSLQ
Stocks in Play Watchlist:
Stocks in Play Watchlist (TradingView Link)
Have a Great Week!
Sean Sharpe