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

**kidcudi92** · 08-10-18, 11:45 PM

Originally posted by KVB

Short shorts with thigh high socks with pockets?

Dude, he is a mess. He is in Vegas currently. Imagine that.

**kidcudi92** · 08-11-18, 12:21 PM

“saudi pif has shown no interest in financing tesla buyout: Rtrs”

**guitarjosh** · 08-12-18, 06:18 PM

ALGN*

AMED*

BEAT*

BGSF*

CACC*

CPRT

CSX*

CTAS*

FCN*

FOXF*

FTNT*

HIIQ*

HMSY

ILMN*

INGN*

IRMD*

KFRC*

LULU*

MED*

MEDP*

MTCH

NSP*

NVEE*

ORLY*

RHI*

SPSC*

TEAM*

TTD

VEEV

VFC

VPG

WCG

WWE*

ZBRA

*= Held over from last week

**KVB** · 08-13-18, 09:55 AM

Originally posted by kidcudi92

“saudi pif has shown no interest in financing tesla buyout: Rtrs”

**KVB** · 08-13-18, 09:57 AM

Starwood Property Trust looking like a buy at these levels.

I sold CELG at a profit, maybe get back in if it dips.

I have LNG, but I am watching related issues CQP and CQH.

Turkey falling apart but US markets not caring.

**KVB** · 08-13-18, 10:23 AM

Originally posted by kidcudi92

“saudi pif has shown no interest in financing tesla buyout: Rtrs”

Musk claiming the reference to "funding secured" referred to Saudi money.

**homie1975** · 08-13-18, 10:33 AM

Only AMZN is keeping the "Daq in the green right. another sell off (by sharp AMZN holders) should occur before market close Today

**KVB** · 08-13-18, 10:36 AM

Yeah, seeing the market shift, thought about selling AMZN too, then maybe buying back.

Edit...Actually just sold at the market.

**KVB** · 08-13-18, 01:32 PM

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

Symbol	Last Trade	Change	% Change	Description
BKNG	1,869.81	-27.85	-1.47	BOOKING HOLDINGS INC
DY	68.15	-21.56	-24.03	DYCOM INDUSTRIES INC
STMP	242.20	-13.30	-5.21	STAMPS.COM INC
MELI	360.73	-11.62	-3.12	MERCADOLIBRE INC
NTES	214.80	-9.87	-4.39	NETEASE INC
ALNY	90.37	-7.01	-7.20	ALNYLAM PHARMACEUTICALS I
BGNE	158.51	-6.77	-4.10	BEIGENE LTD -ADR
ABMD	372.16	-5.68	-1.50	ABIOMED INC
SHW	437.76	-5.23	-1.18	SHERWIN-WILLIAMS CO
ENTA	88.94	-5.02	-5.34	ENANTA PHARMACEUTICALS IN
SHOP	144.26	-4.96	-3.32	SHOPIFY INC
OSTK	37.46	-4.19	-10.07	OVERSTOCK.COM INC
WB	76.62	-3.93	-4.88	WEIBO CORP
BMA	47.68	-3.76	-7.31	BANCO MACRO SA
PCTY	63.95	-3.70	-5.47	PAYLOCITY HOLDING CORP
BXC	35.15	-3.63	-9.36	BLUELINX HOLDINGS INC
TSG	28.28	-3.62	-11.36	STARS GROUP INC
BLD	72.96	-3.47	-4.54	TOPBUILD CORP
VFC	92.87	-3.42	-3.55	VF CORP
SINA	71.37	-3.36	-4.50	SINA CORP

**KVB** · 08-14-18, 10:15 AM

Markets up but if they can't say Musk on the news, then they talk Turkey.

I swear if I hear the word "contagion" again I am jumping out of the office...

**HockeyRocks** · 08-14-18, 10:19 AM

Don't run from SQ...

**KVB** · 08-14-18, 10:26 AM

Originally posted by HockeyRocks

Don't run from SQ...

Nice run on SQ, looking very good, and growing.

**homie1975** · 08-14-18, 11:01 AM

Originally posted by HockeyRocks

Don't run from SQ...

you said this a while ago, HR. nicely done.

**KVB** · 08-14-18, 01:22 PM

I picked up STWD to hold some cash there for a while.

**KVB** · 08-14-18, 01:23 PM

Top 20 Decliners so far today with last trade over 5 and avg 5 day vol over 250,000.

Symbol	Last Trade	Change	% Change	Description
BKNG	1,838.42	-15.84	-0.85	BOOKING HOLDINGS INC
YY	74.08	-13.59	-15.50	YY INC -ADR
NTES	207.66	-8.14	-3.77	NETEASE INC
BABA	171.84	-5.84	-3.29	ALIBABA GROUP HLDG
HUYA	27.95	-4.93	-14.99	HUYA INC -ADS
EQIX	435.93	-4.88	-1.11	EQUINIX INC
MMYT	28.60	-4.40	-13.33	MAKEMYTRIP LTD
WUBA	62.29	-4.29	-6.44	58.COM INC -ADR
STMP	233.55	-4.05	-1.70	STAMPS.COM INC
SRPT	123.31	-3.89	-3.06	SAREPTA THERAPEUTICS INC
WYNN	144.28	-3.72	-2.51	WYNN RESORTS LTD
TSLA	352.79	-3.62	-1.02	TESLA INC
ATHM	79.56	-3.45	-4.16	AUTOHOME INC -ADR
MOMO	37.12	-3.39	-8.37	MOMO INC -ADR
SWCH	10.89	-3.10	-22.14	SWITCH INC
TVIX	34.64	-3.08	-8.16
BZUN	49.67	-3.05	-5.79	BAOZUN INC -ADR
MCHP	84.00	-3.03	-3.48	MICROCHIP TECHNOLOGY INC
CVIA	13.66	-2.88	-17.44	COVIA HOLDINGS CORP
NFLX	338.45	-2.86	-0.84	NETFLIX INC

**kidcudi92** · 08-14-18, 11:14 PM

Still enjoying the $TSLA circus

Board members lawyering up

Should be fun

“While it’s standard for boards to retain lawyers to counsel them on complicated matters, Tesla’s outside directors have hired two law firms to represent them.

The independent directors retained Paul, Weiss, Rifkind, Wharton & Garrison to help deal with a Securities and Exchange Commission inquiry related to the posts, which is at an early stage but which directors expect could intensify into a full-blown investigation, one person said. And three of those directors have separately hired the law firm Latham & Watkins to advise them as they consider any proposal by Mr. Musk to take the company private.“

Redirect Notice

https://www.google.com/amp/s/www.nytimes.com/2018/08/14/business/dealbook/tesla-board-musk-tweets.amp.html

**kidcudi92** · 08-14-18, 11:18 PM

“Board members’ frustrations have intensified in recent days.

Directors were upset that Mr. Musk’s tweets forced them to rush out a public statement explaining a transaction that was at an embryonic stage, according to people familiar with the thinking of board members.

Multiple directors have recently told Mr. Musk that he should stop using Twitter, with one urging him to stick to building cars and launching rockets, according to people familiar with the board’s communications. Tesla employees, including the company’s public-relations staff, have echoed that point, another person said.

Late Monday, Mr. Musk was back on Twitter. He posted a message that he is “excited to work with Silver Lake and Goldman Sachs” as financial advisers on his proposal to privatize Tesla.

But neither Goldman nor Silver Lake — a private-equity firm focused on technology investments — had actually signed on with Tesla or Mr. Musk to play those roles, according to people familiar with the matter.“

Lie after lie

**kidcudi92** · 08-15-18, 09:57 AM

“SCOOP: SEC ramps up investigation into Tesla privatization plans; sends subpoenas to Tesla regarding privatization plans and Musk's statements involving "funding secured"--sources Subpoenas signal investigation has reached the "formal" stages -- sources more now @FoxBusiness”

**KVB** · 08-15-18, 10:15 AM

About time.

How on earth does he get away with tweets involving investment banks they haven't retained?

I get the feeling there will be wrongdoing found, but punishment will be minimal.

**KVB** · 08-15-18, 10:18 AM

The Total Return Fund I started here is moving to cash.

I've sold CELG, PFE, AMZN, AAPL, MSFT and PFFD.

I took profit over the last couple of days.

I moved some money into STWD.

HIMX is subject to semiconductor, Asian markets, global pressures because of both of those. I own it at 8 and am watching it hit 6. Yikes.

I am looking to buy on dips here for some more short term moves.

**homie1975** · 08-15-18, 10:32 AM

Originally posted by KVB

The Total Return Fund I started here is moving to cash.

I've sold CELG, PFE, AMZN, AAPL, MSFT and PFFD.

I took profit over the last couple of days.

I moved some money into STWD.

HIMX is subject to semiconductor, Asian markets, global pressures because of both of those. I own it at 8 and am watching it hit 6. Yikes.

I am looking to buy on dips here for some more short term moves.

**KVB** · 08-15-18, 10:41 AM

Energy stocks down as well, I own LNG, but am looking at CQP, a related partnership.

I really like the management in Jack Fusco and think Natty Gas could really pop when China start shifting.

**KVB** · 08-15-18, 11:37 AM

Elon Musk full of even more shit.

Now he say's that when he tweets it's as a personal, private shareholder.

But he's the fukkin CEO.

What a load of shit that will get eaten up and bought up by everyone.

That little fukker is actually going to get away with this shit.

Unreal.

**chico2663** · 08-15-18, 01:27 PM

roy you were right about that segmant of the market being to toxic. Re-entered nrz at 18.12.

**KVB** · 08-15-18, 01:34 PM

Chico, HIMX getting slammed all around, reaching a dangerous low.

Worst position I've bought since posting at SBR, by a long margin.

Maybe a take over candidate, I don't know.

**homie1975** · 08-15-18, 03:41 PM

Originally posted by chico2663

roy you were right about that segmant of the market being to toxic. Re-entered nrz at 18.12.

speaking of ROYer i wonder where he is

**KVB** · 08-15-18, 03:42 PM

This is a little late today but here are the Top 20 Decliners with last trade over 5 and avg 5 day vol 250,000.

Symbol	Last Trade	Change	% Change	Description
AMZN	1,883.03	-36.62	-1.91	AMAZON.COM INC
GOOG	1,214.38	-27.71	-2.23	ALPHABET INC
GOOGL	1,232.22	-25.92	-2.06	ALPHABET INC
MELI	344.79	-18.72	-5.15	MERCADOLIBRE INC
FANG	117.70	-16.05	-12.00	DIAMONDBACK ENERGY INC
ALGN	353.55	-15.11	-4.10	ALIGN TECHNOLOGY INC
STZ	209.15	-12.66	-5.71	CONSTELLATION BRANDS
NFLX	327.01	-10.48	-3.11	NETFLIX INC
ABMD	360.89	-10.36	-2.79	ABIOMED INC
CHTR	297.61	-10.25	-3.33	CHARTER COMMUNICATIONS IN
DDS	82.97	-10.08	-10.83	DILLARDS INC -CL A
TSLA	337.88	-9.76	-2.81	TESLA INC
PXD	173.69	-9.65	-5.26	PIONEER NATURAL RESOURCES
ICPT	102.19	-9.46	-8.47	INTERCEPT PHARMA INC
ILMN	321.00	-9.17	-2.78	ILLUMINA INC
ASML	197.14	-8.47	-4.12	ASML HOLDING NV
EOG	115.44	-7.63	-6.20	EOG RESOURCES INC
NTES	200.65	-7.56	-3.63	NETEASE INC
ISRG	521.72	-7.28	-1.38	INTUITIVE SURGICAL INC
RL	131.66	-6.84	-4.94	RALPH LAUREN CORP

**homie1975** · 08-15-18, 08:44 PM

Market was in red midway thru after hours then all of a sudden turned green

**RoyBacon** · 08-15-18, 09:53 PM

Bot NRZ at $18.03 and STWD at $21.46. But dam if ETE has softened to $17.50.

Get bloodied on BIDU and BABA. Seriously spotting o those two. I think I'm going to avg down 1 more time and sell some calls for Dec. If they are still weak in Dec I'll take the tax loss and hang myself...err...less the hang myself part.

**chico2663** · 08-15-18, 10:09 PM

Originally posted by homie1975

speaking of ROYer i wonder where he is

probably staring at his daughters friends. lol

**KVB** · 08-16-18, 12:25 PM

Sitting in a lot of cash in the Total Return Fund.

Market up but no FOMO here.

Amazon is below where I sold it.

Let's see what happens, still seeing a drop in CQP, I just might be targeting that stock.

HIMX holding for once and GE is maybe seeing a bottom.

Any thoughts on averaging down from 14.70 with GE? It's selling off shit but what will be left?

Also, gold, any thoughts on the best way to get in at these lows?

SGOL, GLTR, GLD all falling to prices worth looking at.

I think these things could do well at one point.

Man our economy is booming.

Trump has been such a hard working president and we are seeing some short term booms to some of his work.

**KVB** · 08-16-18, 12:42 PM

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

Symbol	Last Trade	Change	% Change	Description
CMG	504.29	-21.60	-4.11	CHIPOTLE MEXICAN GRILL IN
BKNG	1,848.48	-15.01	-0.81	BOOKING HOLDINGS INC
DDS	71.01	-11.98	-14.43	DILLARDS INC -CL A
LGND	239.11	-8.26	-3.34	LIGAND PHARMACEUTICAL INC
MELI	337.64	-7.15	-2.07	MERCADOLIBRE INC
STZ	203.05	-5.22	-2.51	CONSTELLATION BRANDS
TVIX	33.54	-4.55	-11.95
NANO	40.92	-4.30	-9.51	NANOMETRICS INC
NTAP	78.93	-3.54	-4.29	NETAPP INC
ICUI	293.75	-2.70	-0.91	ICU MEDICAL INC
TSLA	336.36	-2.33	-0.69	TESLA INC
FB	177.21	-2.32	-1.29	FACEBOOK INC
GIII	41.82	-2.22	-5.04	G-III APPAREL GROUP LTD
VXX	29.92	-2.11	-6.59	IPATH S&P 500 VIX S-TERM
MTZ	42.56	-2.04	-4.58	MASTEC INC
UGAZ	65.29	-1.99	-2.96
COLM	89.64	-1.91	-2.09	COLUMBIA SPORTSWEAR CO
NBIX	112.24	-1.75	-1.54	NEUROCRINE BIOSCIENCES IN
VIXY	24.66	-1.71	-6.48	PROSHARES VIX ST-TERM FUT
EDZ	55.60	-1.60	-2.80	DIREXION DAILY EMRG BEAR

**KVB** · 08-16-18, 12:43 PM

These are stocks breaking out and doing it with increasing volume...

Symbol	Last Trade	Avg Vol 5 Day	Avg Vol 1 Mo	Avg Vol 6 Mo	% Vol Over 1 Mo Avg Vol
AAP	159.73	1,833,562	935,013	1,125,052	77.40
ADP	141.47	2,443,231	2,065,351	2,319,357	48.77
AL	45.46	725,306	675,250	668,038	58.77
ALRM	53.80	520,868	414,667	457,851	117.79
BAM	43.81	1,181,430	683,854	919,332	128.50
BFAM	115.19	231,724	216,905	271,622	56.01
CACI	188.15	153,885	126,618	147,794	138.15
CBPX	38.85	431,588	347,975	233,990	38.10
CNK	37.42	1,213,186	1,033,717	1,201,285	81.48
DFS	77.33	2,354,668	2,187,695	2,138,496	43.25
DLTH	26.95	168,914	124,446	225,249	110.45
ERI	46.65	1,474,909	841,458	820,541	158.01
ESRX	87.22	6,554,285	5,107,893	4,373,933	55.68
IR	99.06	1,512,693	1,490,501	1,627,454	43.22
LTC	45.10	186,820	159,773	258,305	55.28
NCLH	52.01	2,587,445	2,101,072	2,082,422	28.68
NEWA	25.90	162,476	67,378	154,711	311.48
OGE	37.47	1,962,139	1,603,397	1,630,095	46.46
REGI	22.83	848,333	679,869	765,763	54.59
SCI	41.61	1,408,364	1,169,531	1,077,458	86.68
SHEN	36.95	181,861	129,410	143,633	74.08
SYY	73.83	4,245,951	3,163,018	2,696,951	53.30
TU	36.98	323,780	308,913	356,759	56.88
UGI	55.26	805,549	759,984	805,516	52.70
VNOM	38.85	1,066,912	993,588	697,377	116.61
WCG	294.43	636,231	579,440	370,565	47.83
WMS	31.67	419,736	226,008	284,625	59.33

**KVB** · 08-16-18, 12:49 PM

Sectors and Indices right now...

Name	% Chg (Open)	% Change	5-Day Close Perf (%)	20-Day Close Perf (%)	1-Mo Close Perf (%)	6-Mo Close Perf (%)	YTD Close Perf (%)
$COMPX	+0.05	+0.73	-0.77	+0.07	+0.06	+7.91	+13.43
$DJI	+1.10	+1.63	+0.25	+2.03	+2.21	+1.48	+3.45
$RUT	+0.90	+0.90	-0.30	-0.91	-0.08	+9.66	+9.78
$SPX	+0.51	+0.98	-0.26	+1.48	+1.60	+4.20	+6.45
Consumer Discretionary	-0.34	+0.63	-1.75	-1.63	-1.53	+5.41	+28.91
Consumer Staples	+0.30	+1.35	+0.45	+1.61	+1.57	-1.46	+1.07
Energy	+0.18	+0.95	-3.78	-2.16	-2.28	+5.75	+25.40
Financials	+0.60	+1.08	-1.93	+0.47	+0.14	-8.74	+4.63
Health Care	+0.53	+0.91	-0.02	+2.69	+3.02	+9.70	+23.99
Industrials	+0.66	+1.36	-1.24	+0.13	+1.32	-1.37	+13.54
Information Technology	-0.19	+0.66	-1.48	-0.72	-0.22	+7.38	+27.34
Materials	+0.16	+0.83	-4.22	-2.73	-2.45	-7.28	+6.50
Real Estate	+0.71	+0.83	+0.48	+1.21	+1.18	+7.98	+3.01
Telecommunication Services	+0.82	+1.11	-0.71	+3.16	+1.59	-2.28	-5.60
Utilities	+0.88	+0.86	+0.08	+0.26	+0.48	+5.02	-0.13

**chico2663** · 08-16-18, 12:53 PM

Originally posted by KVB

Sitting in a lot of cash in the Total Return Fund.

Market up but no FOMO here.

Amazon is below where I sold it.

Let's see what happens, still seeing a drop in CQP, I just might be targeting that stock.

HIMX holding for once and GE is maybe seeing a bottom.

Any thoughts on averaging down from 14.70 with GE? It's selling off shit but what will be left?

Also, gold, any thoughts on the best way to get in at these lows?

SGOL, GLTR, GLD all falling to prices worth looking at.

I think these things could do well at one point.

Man our economy is booming.

Trump has been such a hard working president and we are seeing some short term booms to some of his work.

g.e ysed to be a great stock til geoffrey imfeld took over. it hasn't been shit since they went into the financial sector. It is in my hometown and have 2 uncles and many friends retired from there. The difference between them and p&g is that my buddies dad retire as a janitor from pg and is multi millionaire. Uncles were machinists from g e and watch how they live.