CATALYST DOSSIER · UPDATED 2026-11-06
$HELE
consumer · convergence -9 · conviction WATCH
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Why $HELE?
Quantitative
Net Income (CY2026Q2) : $35.8M (+107.9% YoY)
Catalysts
Multi-spoke convergence : 9 convergent signals fired: merger, finra_short, xbrl_ni, audit_extras, auto_macro_adp_payrolls
Risks
Position-sizing discipline : Conviction WATCH (-9 score) — size accordingly; no specific catalyst-fade risk flagged
Bear case
Squeeze unwind : Short interest can compress before retail catches the move — entry timing critical
Deal break risk : Antitrust/regulatory review or counterparty pullout would unwind the spread
Sympathy basket (cerebro)
HUM via financials r=+0.99 sympathetic (score 24)
ACRE via financials r=+0.99 sympathetic (score 18)
AMR via materials r=+0.97 sympathetic (score 27)
SLVM via materials r=+0.97 sympathetic (score 14)
AEI via real_estate r=+0.95 sympathetic (score -1)
OMH via real_estate r=+0.95 sympathetic (score -7)
Signals Firing
merger finra_short xbrl_ni audit_extras auto_macro_adp_payrolls auto_macro_bls_employment auto_macro_durable_goods auto_macro_fx_rates auto_macro_yield_curve
Pick Track Record Date List Next-day max run Next-day close Hit +2%? 2026-11-05 sec_top_gappers -0.5% -1.1% — 2026-11-05 sec_top_moat_emerging -0.5% -1.1% — 2026-11-04 sec_top_gappers +4.8% +2.0% ✓ hit 2026-11-04 sec_top_moat_emerging +4.8% +2.0% ✓ hit 2026-10-13 sec_top_gappers +5.3% +2.6% ✓ hit 2026-10-13 sec_top_moat_emerging +5.3% +2.6% ✓ hit 2026-10-12 sec_top_gappers +2.4% -2.4% ✓ hit 2026-10-12 sec_top_moat_emerging +2.4% -2.4% ✓ hit 2026-10-09 sec_top_gappers +9.4% +7.5% ✓ hit 2026-10-09 sec_top_moat_emerging +9.4% +7.5% ✓ hit 2026-10-08 sec_top_gappers +5.5% -0.2% ✓ hit 2026-10-08 sec_top_moat_emerging +5.5% -0.2% ✓ hit
Lifetime: 10/12 wins · hit-rate 83.3% on +2% intraday
Sympathy Basket HUM via financials · score 24 ACRE via financials · score 18 AMR via materials · score 27 SLVM via materials · score 14 AEI via real_estate · score -1 OMH via real_estate · score -7
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