Stock Market Discussion -- started 03/06/2018 -- updated daily !!!

[KVB]

Jumped on the Discovery train at $73.30.

I just can't until a pullback, I suppose, I suppose. lol.

Citi was called away and I have the Cash waiting to trade, but thought about a cheaper issue, like BAC, to gain a bigger position to option trade.

[KVB]

Trump is a hard working President and these modern times are dangerous.

China, over history, will win. They are masters of the long game and always have been.

But Trump may be setting the stage to give them another little run for their money over the next generation.

lol at what he said about CNN on his speech, how they did 20 interviews and probably chose the worst.

[topgame85]

exactly. a credit crisis undercurrent seems to be building. we americans fat and happy again. only a matter of time before yet another bubble bursts

Correct. I've been of this belief for a few years. Cycle of human habit. Everyone who went belly up last time wrecked their credit for 7 years. Most don't learn their lesson. Once all the shit falls off their reports they start regaining credit. Takes a few years to balloon to levels of unsustainable debt again... then bursts. Maybe 2 years left, if not sooner. I have heard a lot of smart folks targeting 2020 as the start of some bad years.

[HockeyRocks]

Wasn't Trump upset with China subsidizing Chinese businesses???? We not only have been giving our farmers subsidies, now where putting them on welfare...

[chico2663]

funny we are giving 8 billion to those farms to remain solvent. Problem is most the big farms are owned by japanese

[HockeyRocks]

funny we are giving 8 billion to those farms to remain solvent. Problem is most the big farms are owned by japanese

I see reports 12 Billion...

[chico2663]

old age and bad eyes. lol. thanks buddy

[chico2663]

roy 2 yrs ago i gave you gogl. It has tripled in value. I know you and brooks 85 are ballers that don't go for the small stocks but you could of fixed your kids teeth with this chump change. What do you think pags?

[RoyBacon]

Made money on Google. BIDU is the new goog play. It's a little tender from the Trump jawboning but the numbers are there.

[KVB]

Top 20 decliners with last trade over 5 and avg. 5 day volume of 250,000.

Symbol	Last Trade	Change	% Change	Description
WHR	128.50	-22.21	-14.74	WHIRLPOOL CORP
NVRO	46.11	-13.89	-23.15	NEVRO CORP
MDSO	75.57	-12.71	-14.40	MEDIDATA SOLUTIONS INC
BLUE	164.93	-12.32	-6.95	BLUEBIRD BIO INC
RETA	65.34	-11.21	-14.64	REATA PHARMACEUTICALS INC
MELI	353.00	-10.29	-2.83	MERCADOLIBRE INC
AZO	705.29	-9.49	-1.33	AUTOZONE INC
DPZ	263.07	-8.68	-3.19	DOMINO'S PIZZA INC
ODFL	142.52	-8.49	-5.62	OLD DOMINION FREIGHT
ABMD	423.29	-7.61	-1.77	ABIOMED INC
MKSI	92.95	-7.50	-7.47	MKS INSTRUMENTS INC
SAGE	160.78	-7.42	-4.41	SAGE THERAPEUTICS INC
CMG	449.48	-7.11	-1.56	CHIPOTLE MEXICAN GRILL IN
FCB	52.25	-6.95	-11.74	FCB FINANCIAL HOLDINGS IN
LABU	101.75	-6.76	-6.23	DIREXION DLY S&P BIOTEC B
LOXO	168.18	-6.58	-3.77	LOXO ONCOLOGY INC
ICPT	88.49	-6.53	-6.87	INTERCEPT PHARMA INC
CHTR	281.52	-6.30	-2.19	CHARTER COMMUNICATIONS IN
CNC	130.00	-6.12	-4.50	CENTENE CORP
TDOC	63.70	-5.85	-8.41	TELADOC INC

[d2bets]

Anyone got IRobot (IRBT)? Blowout report up almost 20% AH.

[KVB]

Top 20 decliners with last trade over 5 and avg 5 day volume over 250,000.

Symbol	Last Trade	Change	% Change	Prev Close	Description
NOC	297.82	-18.35	-5.80	316.17	NORTHROP GRUMMAN CORP
PII	105.82	-14.17	-11.81	119.99	POLARIS INDUSTRIES INC
LAD	83.82	-10.26	-10.91	94.08	LITHIA MOTORS INC -CL A
CHTR	272.12	-10.20	-3.61	282.32	CHARTER COMMUNICATIONS IN
BA	349.09	-9.18	-2.56	358.27	BOEING CO
LH	175.47	-9.01	-4.88	184.48	LABORATORY CP OF AMER HLD
WSO	173.48	-8.98	-4.92	182.46	WATSCO INC
MKSI	91.40	-6.55	-6.69	97.95	MKS INSTRUMENTS INC
OC	59.04	-6.34	-9.70	65.38	OWENS CORNING
LEA	173.10	-6.34	-3.53	179.44	LEAR CORP
MKTX	203.70	-5.90	-2.81	209.60	MARKETAXESS HOLDINGS INC
TUP	35.07	-5.70	-13.98	40.77	TUPPERWARE BRANDS CORP
WHR	123.17	-5.65	-4.39	128.82	WHIRLPOOL CORP
SYK	167.84	-5.08	-2.94	172.92	STRYKER CORP
AZO	700.37	-4.92	-0.70	705.29	AUTOZONE INC
BHE	24.50	-4.90	-16.67	29.40	BENCHMARK ELECTRONICS INC
THO	87.77	-4.75	-5.13	92.52	THOR INDUSTRIES INC
WAT	193.28	-4.49	-2.27	197.77	WATERS CORP
VC	121.64	-4.04	-3.21	125.67	VISTEON CORP
BNFT	35.05	-3.99	-10.22	39.04	BENEFITFOCUS INC

[homie1975]

I wonder why BNFT has dropped over 10%

[KVB]

I wonder why BNFT has dropped over 10%

Stock soared to a high on high volume. It also had upgrades but there was a seller...

In other news, major shareholder Goldman Sachs Group Inc sold 2,500,000 shares of the company’s stock in a transaction dated Thursday, May 24th. The shares were sold at an average price of $33.03, for a total value of $82,575,000.00. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 29.00% of the stock is currently owned by corporate insiders.

Several institutional investors and hedge funds have recently bought and sold shares of the company. Swiss National Bank grew its holdings in shares of Benefitfocus by 6.3% in the 1st quarter. Swiss National Bank now owns 27,200 shares of the software maker’s stock worth $664,000 after purchasing an additional 1,600 shares during the last quarter. Gagnon Securities LLC grew its holdings in shares of Benefitfocus by 20.7% in the 1st quarter. Gagnon Securities LLC now owns 16,457 shares of the software maker’s stock worth $402,000 after purchasing an additional 2,818 shares during the last quarter. Wells Fargo & Company MN grew its holdings in shares of Benefitfocus by 1.1% in the 1st quarter. Wells Fargo & Company MN now owns 313,355 shares of the software maker’s stock worth $7,646,000 after purchasing an additional 3,332 shares during the last quarter. Pendal Group Ltd grew its holdings in shares of Benefitfocus by 6.6% in the 2nd quarter. Pendal Group Ltd now owns 61,079 shares of the software maker’s stock worth $2,052,000 after purchasing an additional 3,757 shares during the last quarter. Finally, Royal Bank of Canada grew its holdings in shares of Benefitfocus by 13.2% in the 1st quarter. Royal Bank of Canada now owns 36,562 shares of the software maker’s stock worth $892,000 after purchasing an additional 4,250 shares during the last quarter. 87.48% of the stock is currently owned by institutional investors and hedge funds.

[KVB]

homie1975...

[chico2663]

guys ive me your thoughts on pags. i bought at 27.25 3 days ago

[ChuckyTheGoat]

Anyone pro or con on F (Ford)?

[RoyBacon]

Anyone pro or con on F (Ford)?

Not really but when I look up the definition of "dead money" I get Ford. GE ain't far behind.

Don't mind seeing guys gobble up F and T or VZ. F pays nearly 6% and div has a better chance of rising than falling. You can sleep at night.

[ChuckyTheGoat]

Not really but when I look up the definition of "dead money" I get Ford. GE ain't far behind.

Don't mind seeing guys gobble up F and T or VZ. F pays nearly 6% and div has a better chance of rising than falling. You can sleep at night.

That's my logic, Roy. Ford issues a nice dividend. If stock re-traces to historical trading range (12 to 14)...makes for a nice Return.

[RoyBacon]

That's my logic, Roy. Ford issues a nice dividend. If stock re-traces to historical trading range (12 to 14)...makes for a nice Return.

Yep...well FB lost $135 billion in market cap in about what 2 mins today? That will never happen with F. I think a guy like STWD paying 8.5% is a good play with the Trump tax reform. Could see a dividend increase there by year end.

[ChuckyTheGoat]

Salud, Roy. Good luck.

[KVB]

guys ive me your thoughts on pags. i bought at 27.25 3 days ago

Not bad, good sales and revenue, and profit. Good earnings surprise.

Here's news of the big guy in Brazil...

UPDATE 1-Brazil's Cielo says mulling CEO choices after resignation

1:05 PM ET, 07/13/2018 - Reuters(Adds conference call details)
By Carolina Mandl
SAO PAULO, July 13 (Reuters) - Brazil's Cielo SA said it was considering various options to replace CEO Eduardo Gouveia after he resigned on Friday, just 18 months after taking the payment processor's helm, including potential candidates from banks that control it.

Cielo, which is struggling with fierce competition from various domestic fintech start-ups, named Chief Financial Officer Clovis Poggetti Jr as interim CEO. It plans to name a permanent successor to Gouveia, who said he decided to step down for unspecified personal and family reasons, within 60 days.

A new chief executive could be chosen from Cielo's controlling shareholders Banco do Brasil SA, Banco Bradesco SA or from elsewhere, investor relations head Victor Schabbel said on a conference call.

After falling around 6 percent in the morning following resignation, Cielo shares were up 1.6 percent in early afternoon at 16.55 reais.

Cielo Chairman Marcelo Noronha, also an executive vice-president at Bradesco, said he would have daily calls with the interim chief executive and weekly meetings with the management team until a new CEO is named.

Brazil's largest payment solutions firm has been losing market share to new competitors such as Stone Pagamentos SA and PagSeguro Digital Ltd.

Noronha, however, said Gouveia's departure will not lead to a change in the company's strategy. "There will not be a change in direction," he said. "Cielo will continue to defend its leadership in all Brazilian regions."

Year-over-year, Cielo's number of points of sale decreased by around 14 percent in March, according to its first-quarter results statement. Revenues also fell.

(Reporting by Carolina Mandl; Editing by Dan Grebler)

But not sure why they fell so much since April.

[KVB]

That's my logic, Roy. Ford issues a nice dividend. If stock re-traces to historical trading range (12 to 14)...makes for a nice Return.

Ford may still have troubles.

Tariffs could be an issue short term and the are aggressively looking to re-organize operations in China.

I have the CNBC international feed coming out of Europe, they were actually discussing this on that channel.

So I would dig a little deeper, it could have been on our CNBC earlier, but I was so busy with the sports markets I couldn't even watch the stocks.

I was pleased to see the LNG shares pop, I bought three different calls last time they dipped, after Icahn sold a little stake. From now on, I'll buy more contracts and increase those gains when I have that kind of confidence.

Icahn still owns a ton of stock and, like me, has faith in the management.

But it sucks that I had it at a high, held, only to have someone that big be able to pull the rug with one announcement and simultaneous stock move.

I didn't see that one coming.

[KVB]

CNBC Internatinal in Europe reporting an explosion near US Embassy in China.

It just happened, less than 30 minutes ago, and there are few details released.

[thechaoz]

Facebook losing billions and down a huge 20 percent overnight

[thechaoz]

Ford may still have troubles.

Tariffs could be an issue short term and the are aggressively looking to re-organize operations in China.

I have the CNBC international feed coming out of Europe, they were actually discussing this on that channel.

So I would dig a little deeper, it could have been on our CNBC earlier, but I was so busy with the sports markets I couldn't even watch the stocks.

I was pleased to see the LNG shares pop, I bought three different calls last time they dipped, after Icahn sold a little stake. From now on, I'll buy more contracts and increase those gains when I have that kind of confidence.

Icahn still owns a ton of stock and, like me, has faith in the management.

But it sucks that I had it at a high, held, only to have someone that big be able to pull the rug with one announcement and simultaneous stock move.

I didn't see that one coming.

Damn KVB we need a investment sub. I understand about half of that. Would really help boost this place back up.

[RoyBacon]

Could be interesting couple of days.

NASDAQ is down a cool -100 in the pre market. Boyz I could see an initial drop but a big rally to get back close to even. Going to be a lot of bargain hunting.

Yesterday was FB's horrible report. But today is AMZN and other titans. Different deal.

[grease lightnin]

FB down 20% premarket

[RoyBacon]

FB down 20% premarket

I think all eyes shift to AMZN. They touched 1819 in the pre, rallied up to 1844 and now taking a breather at 1837.

FB is so 12 hours ago. AMZN is going to tell us the official mood of buyers and sellers.

[brooks85]

penetrating fb, meant to trim before I left yesterday and now I can't. Got back at 3am and woke up to this garbage.

[brooks85]

nintendo is going to be money next year. Start loading up now.

this year was stale as I thought it would be because they have no major releases but 2019 and on is going to be big for them.

[RoyBacon]

AMZN was torched first hour... making a solid comeback now.

This is an extraordinary market. The AMZN option premiums are off any chart I've ever seen.

[KVB]

Top 20 Decliners with last trade over 5 and avg 5 day volume over 250,000...

Symbol	Last Trade	Change	% Change	Prev Close	Description
AMZN	1,812.12	-51.49	-2.76	1,863.61	AMAZON.COM INC
BIIB	341.01	-42.82	-11.16	383.83	BIOGEN INC
FB	175.45	-42.05	-19.33	217.50	FACEBOOK INC
ABMD	389.91	-40.73	-9.46	430.64	ABIOMED INC
MHK	181.80	-35.57	-16.36	217.37	MOHAWK INDUSTRIES INC
MLM	204.12	-18.83	-8.45	222.95	MARTIN MARIETTA MATERIALS
ALGN	364.93	-16.84	-4.41	381.77	ALIGN TECHNOLOGY INC
ISRG	527.75	-10.22	-1.90	537.97	INTUITIVE SURGICAL INC
VC	114.41	-10.12	-8.13	124.53	VISTEON CORP
RETA	68.85	-9.41	-12.03	78.26	REATA PHARMACEUTICALS INC
LEA	173.93	-7.71	-4.24	181.64	LEAR CORP
CRI	107.92	-7.70	-6.66	115.62	CARTER'S INC
RTN	190.11	-7.45	-3.77	197.56	RAYTHEON CO
NLSN	22.31	-7.26	-24.55	29.57	NIELSEN HOLDINGS PLC
NXPI	91.87	-6.50	-6.61	98.37	NXP SEMICONDUCTORS NV
UNFI	34.83	-6.35	-15.42	41.18	UNITED NATURAL FOODS INC
BLUE	166.28	-6.22	-3.61	172.50	BLUEBIRD BIO INC
PVAC	82.25	-5.92	-6.72	88.17	PENN VIRGINIA CORP
ILMN	309.99	-5.84	-1.85	315.83	ILLUMINA INC
W	120.18	-5.79	-4.60	125.97	WAYFAIR INC

[KVB]

LNG popping.

This marks perhaps the last time I trade only 1 option contract per strike, need to bump that up a bit.

[homie1975]

homie1975...