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

[RoyBacon]

Josh how are your picks doing this week? my guess is quite good!

Roy
where have you been? check in please!

Hey buddy! Been following. SnP really powering ahead. Been selling my rather large positions in pipeline stocks. They have been on a tare.

I'm a buyer of BIDU and BABA on the next pull back. AMZN is like a fuggin helium balloon, sold that too soon.

[d2bets]

Hey buddy! Been following. SnP really powering ahead. Been selling my rather large positions in pipeline stocks. They have been on a tare.

I'm a buyer of BIDU and BABA on the next pull back. AMZN is like a fuggin helium balloon, sold that too soon.

Will AMZN reach $1 trillion before Apple?

[guitarjosh]

Josh how are your picks doing this week? my guess is quite good!

Roy
where have you been? check in please!

So far WTD I think they're up over 1%.

[KVB]

If you have money at Schwab you can move any cash into a Schwab money fund.

You have to buy and sell yourself instead of an auto sweep, but it settles in a day.

The symbol is SWVXX and carries zero charges. It pays 1.76% and can act basically as a money market account.

I'm sure you have to be a client of Schwab.

My cash there will move to that fund.

[homie1975]

Hey buddy! Been following. SnP really powering ahead. Been selling my rather large positions in pipeline stocks. They have been on a tare.

I'm a buyer of BIDU and BABA on the next pull back. AMZN is like a fuggin helium balloon, sold that too soon.

Sweet. I sold half my BIDU position yesterday which was cost basis 254 and sold at 267ish. still holding the other half which has cost basis 242. watching every hour of each session to see where things might be going. fun stuff!

[KVB]

I just bought 500 shares of HIMX at $8.435 per share...

Take a look at this company guys, I suggest being in on this side of $9 and think this is a good play over the next couple of years.

[RoyBacon]

I’ll check it out. Good luck with it.

[KVB]

Fuk, I ran Gamestop up some 15% in two weeks, let the diveidend ex date go by, and now it's tanking. It was a great one for that purpose and even to sell or trade options.

I either get out now, or wait another cycle on a failing company with no CEO...

[homie1975]

sold BIDU at 270. happy with my gains. don't want to get too greedy. now watch it go to 280 and i'm crying LOLOL

[d2bets]

Tech continues to power the market over all else practically every day. Unreal.

[chico2663]

i bought a company called gogl at after 1 for 5 split cost me 3.55.It is in shipping and is own by john fredricksen.sp He is the guy that owned seadrill. He tanked gogl just like he did seadrill. It is up close to 9 and hoping it will go up to 14. in next couple of years. Couple of good articles on it. They pay .1 dividend this year after few years layoff.

[homie1975]

Tech continues to power the market over all else practically every day. Unreal.

yep it is insane !!

[d2bets]

yep it is insane !!

My main portfolio is mostly tech. I ain't complaining. NVDA, TWTR & AABA are my biggest. Love it.

[KVB]

MORT one to watch. I bought 400 shares at 23.37 and it's looking to move above it's 200 day moving average.

If I remember, Roy liked it as well.

They always say it's best to be the bank, so it's not a bad idea to get a piece of the mortgages.

Tech doing well and markets as a whole still look pretty good.

[A4K]

Not a good sign. Tech is going to plummet when everyone piles into financials. I'm starting to hedge.

[d2bets]

Not a good sign. Tech is going to plummet when everyone piles into financials. I'm starting to hedge.

Maybe, but you could have said that a month ago also and it hasn't happened. Nasdaq up like 10% in the last 5 weeks. No promises here at all, but who says it can't run another 5-10%.

[A4K]

Maybe, but you could have said that a month ago also and it hasn't happened. Nasdaq up like 10% in the last 5 weeks. No promises here at all, but who says it can't run another 5-10%.

As a professional trader, I am willing to start betting against that 5 week move. Too many dreamers on the stock message boards. Everyone is ignoring inflationary data as well as the tightening labor market. Hard for this expansion to keep up when companies cannot find workers and are unwilling to raise wages. Anyone with an ARM, student loan or substantial credit card debt is going to start feeling the pain as the Fed is forced to raise rates. That means less money being spent on discretionary items.

For the cautious investors in the mix I suggest you start paying attention to the Restaurant Performance Index. The last major crash was precipitated by a decline in people eating out the year before. Combine that info with 10 year treasuries rising and SOXX falling and you may want to start protecting yourself to the down side. We are a ways off from another crash but it would be prudent to start looking at exit points.

[d2bets]

As a professional trader, I am willing to start betting against that 5 week move. Too many dreamers on the stock message boards. Everyone is ignoring inflationary data as well as the tightening labor market. Hard for this expansion to keep up when companies cannot find workers and are unwilling to raise wages. Anyone with an ARM, student loan or substantial credit card debt is going to start feeling the pain as the Fed is forced to raise rates. That means less money being spent on discretionary items.

For the cautious investors in the mix I suggest you start paying attention to the Restaurant Performance Index. The last major crash was precipitated by a decline in people eating out the year before. Combine that info with 10 year treasuries rising and SOXX falling and you may want to start protecting yourself to the down side. We are a ways off from another crash but it would be prudent to start looking at exit points.

I don't entirely disagree. I think there is a moderately painful decline in the offing at some point next year.

[A4K]

I don't entirely disagree. I think there is a moderately painful decline in the offing at some point next year.

We need wages to rise with the new growth otherwise it doesn't become sustainable.

[l3randonf]

We need wages to rise with the new growth otherwise it doesn't become sustainable.

I'm hedged slightly with a gold etf right now. What else do you like?

[A4K]

I'm hedged slightly with a gold etf right now. What else do you like?

Love the GOLD play. To hedge I also like to look at TLT the bond fund.

My research team and I are starting to look at companies that utilize a lot of debt to stay operational. As the Fed is forced to raise rates the cost of borrowing will put a squeeze on certain groups.

[KVB]

Not a good sign. Tech is going to plummet when everyone piles into financials. I'm starting to hedge.

I was thinking there will be a little bounce in financials and wondered where the money will come from. It's a good point but I'm not selling Apple and Amazon right now. Are you buying puts?

[jjgold]

Impossible to predict markets or time markets charts mean absolutely nothing and our random, you can get trends flipping coins if you chart them

Many many people got wiped out chasing this bull market you could go on for the next four years you don’t know

[KVB]

I thought it might be too soon for the gold play, but I may be tying that to oil too much.

Too soon for some commodities but maybe gold is getting ripe.

[KVB]

Impossible to predict markets or time markets charts mean absolutely nothing and our random, you can get trends flipping coins if you chart them

Many many people got wiped out chasing this bull market you could go on for the next four years you don’t know

There are internals that help out here. We don't need to be at the lowest or highest, we just need to squeeze out some dollars in between.

[A4K]

There are internals that help out here. We don't need to be at the lowest or highest, we just need to squeeze out some dollars in between.

Name of the game. Find over extended equities and let it return to the mean. Not rocket science.

[A4K]

I was thinking there will be a little bounce in financials and wondered where the money will come from. It's a good point but I'm not selling Apple and Amazon right now. Are you buying puts?

I'm shorting some components of FAANG right now. I own hundreds of AAPL shares in my IRA that I will not part with. Long term we will be fine but I am betting on a small pullback.

[chico2663]

My main portfolio is mostly tech. I ain't complaining. NVDA, TWTR & AABA are my biggest. Love it.

got twitter at 22 and 24. Shit was down to 16 but trump has been a godsend for this stock.

[allabout the $$$]

I've heard platinum is a good buy

[d2bets]

got twitter at 22 and 24. Shit was down to 16 but trump has been a godsend for this stock.

I had it awhile back at like 28 and then doubled up when it fell to around 17. Holding on. Never was any reason FB should have been like 20x Twitter. If FB is worth $570 billion, then Twitter is good for $100 billion at least. That would be almost a triple from here. I can see Twitter > $100 by EOY.

[guitarjosh]

This week's stocks:

ABMD

ADBE

ALGN

ATHM

DECK

FIVE

HTHT

INTU

LULU

MED

MOMO

MOV

MU

NFLX

NSP

SIVB

TAL

TCMD

TTD

TTGT

TWTR

WWE

ZTO

Stocks for the week: +1.87%

S&P500 for the week: +.01%

[homie1975]

Stocks for the week: +1.87%

S&P500 for the week: +.01%

Excellent work my Friend !!!

[guitarjosh]

Excellent work my Friend !!!

Thanks, would have been better if not for news that T A L Education was being shorted, it dropped over 17% for the week.

[KVB]

Pharmas starting to bust out a bit. I see some 100 day moving averages getting broken.

[guitarjosh]

This week's stocks:


ABMD

ADBE

ALGN

ATHM

FIVE

FTNT

GRUB

HQY

HTHT

IDXX

ILMN

KEM

LULU

MED

MOMO

MOV

MSCI

NFLX

NSP

NVDA

QLYS

RHT

TCMD

TTD

TTGT

TWTR

WWE

ZTO