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Markets running a bit.
Chico not sure if you still have HIMX but obviously there were some broad semiconductor issues. Let's see how they play out but I think we end up on the good end of the stick, at one point.
Heading out for more vacation will contribute more when I'm back.
Roy, post your election straddle here for others to ponder.
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TSLA $309. Good buy. I just got one. gawd dam phenomenal! Overwhelming. Me and the wife fighting over that dam thing!
Well after selling down to flat we are back up. Now we have to survive the PM sell off that has come every day lately.
I have an opinion, different than you are hearing, on this trade situation I'll post this weekend.Comment -
Shrugged off tomorrows tariffs to close on the highs.
I'm calling today important. That was a VERY familiar sell off in the AM. Looked like we could easily be down a couple of honeys. The re rally broke the PM sell off trend.Comment -
Market is holding its nose on tariffs and climbing the wall of worry.
It's just too uncomfortable to be under weight stocks. You may hate the trade wars but you can't sit on the sidelines while record profits pour in.Comment -
got rid of it because was losing to much. i have threshold that i get out and the fell under. may buy back if falls under 7. bought siri and more gogl. both have went up.Markets running a bit.
Chico not sure if you still have HIMX but obviously there were some broad semiconductor issues. Let's see how they play out but I think we end up on the good end of the stick, at one point.
Heading out for more vacation will contribute more when I'm back.
Roy, post your election straddle here for others to ponder.
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I'm selling SPY and AMZN at the close. Being called away.
Holding BIDU and BABA for a while.Comment -
Nice work JoshComment -
This week's stocks:
ABMD
ADBE
ALGN
AMED
ATHM
CRM
FTNT
ISRG
LULU
MED
MTN
NFLX
NOW
NSSC
TCMD
TTD
TTGT
TWTR
WWEComment -
Thanks josh
We are way up in the Pre. Let's see what tomorrow bringsComment -
The market is concerned about the looming trade war.
The next couple of weeks will be a little dangerous in that we will likely see the 20% tariffs hit Euro auto makers and we could see some downward revisions during the release of 2nd qtr earnings coming out towards the end of this week.
I believe this will be the last round of tariffs until after the midterms. Trump will make every effort from now until election day to get a trade deal or two.
Trading-wise, there is a couple of ways to play it. First, as I've been saying for the past week, can't be under weight stocks here even with the dark clouds on the horizon. A trade for earning season would be an option straddle on those most likely to issue profit warnings like BA, CAT, GM, ect.
After the 2nd qtr is out of the way, say early August, I would be looking for opportunities to go over weight stocks. We will hear of trade negotiations from August until election day. The market will assume something is getting done. I see a bullish run from the August Nov time frame.
If we get to the election without any trade deals that would be a great selling spot. I could see Trump going over the top with massive tariffs that even the proposals will shock the markets.
At the end of the day, the US will come out with modestly better trade deals.
One last note, tariffs can be addicting. Trump mentioned the US could make as much as $200 billion a year with the current tariffs. Trump may find he likes and needs the tax revenue better than he likes a modest improvement on trade(assuming "modest" is as good as he can get). In fact, it's not far fetched to estimate that the entire annual budget deficit could be erased by tariffs. That would require huge tariffs. Not at all out of the question.Comment -
Roy
That's a fantastic read. Thank you as always for sharing your thoughts. There are many variables and of course we never know just how the market will react as a whole. That said, your reasoning and prognostication on this is about the most viable I have read. Ultimately trump does not like to back down as he equates it to losing in his mind, but he'll clearly take some short term pain for the long term gain.Comment -
Yes and it's a super complicated subject that may end up in the courts.
China in my mind is foolish to not get a deal. Our products sold there are ALL luxury items bought by the 1%'ers. Strawberries, bourbon, Caddys, ect. Strawberries going from $2.64/lb to $2.94 ain't going to slow them down. The rich who buy imported American products won't even notice.
If Trump tariffs $300 billion like he says the Chinese will run out of things they can hit with matching tariffs. Over half of China's GDP is tied to US exports but for the US only a couple of percent of our GDP is tied to exports to them. I think the talk dies down and back channel negotiating takes place. Yes China will be tough, they do not have to answer to voters but they are shaking in their boots right now. They really would lose a trade war with the US.Comment -
i guess comcast thinks they are getting disney. Seems they are trying to sell fox sport.
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Just bought TWTR at 43.80. down today due to the closing of 75M "suspicious" accountsComment -
sorry for the late post but I felt AVGO was oversold so i bought at 202 this morning. it was as low as 200 for a tick. now trading at over 206. i thought the sellers were tired.
not sure what's going on with NFLX today though, it is down for no apparent reasonComment -
Picked up one of my old favs yesterday, good ole UPS at 107.3 and she pays a 3.5% dividend. A great core holding.Comment -
Playing stocks that easy? Why do we have normal jobs ? It’s legalize gambling fellaComment -
If you trade daily or weekly You’ll get chewed alive because it’s 50-50 guess only 10+ years mutual funds big stocks and you never look at it you’ll do OKComment -
Nice job chico.
Right now I'm happy with what BA, NFLX. RHT, AVGO, and TWTR are doing for me.
TSLA? not so muchComment -
Mkt flat as a pancake over night. AMZN over $1800, +$7. I'm short $1860 calls expiring today. Hopefully won't have to hang myself. GE back to $14 and ole faithful ETP over $19 with a $.57 dividend going ex in 3 weeks.Comment -
I'm looking for a good site that will show all the stocks that are dropping the most from the start of the session. A site that already has them listed so I don't have to add them to a watchlist. for instance, if I did not have AVGO on my yahoo finance watchlist, I would not have known that it was sinking like a rock in after hours last night and then again at the start of the session.
When I google I am coming up with all kinds of random shittt. can anyone help out here?!?!!
Thanks!Comment -
I can screen these in the Schwab screeners anytime during the day.
The tools are pretty extensive.
We can screen stocks that are breaking out of averages with a certain amount of volume, etc.
List some parameters and maybe I can get a list out in the thread daily.
It might be good for the thread as a whole.
Big movers and big volume movers from the open are no problem. We can do it for sectors as well and stocks in those sectors.Comment -
I disagree.
I'm up well on posted plays and have generated income with calls. Daily trades I haven't pulled the trigger on have also done well. I have a couple of down stocks, but it's not terrible.
We have tools and resources that give us a clear picture.
We can profit in any market Gold, it sometimes just takes patience. We can also limit our losses when it doesn't work out.
It's hard to trade sports and stocks meaningfully on a regular basis though, it's a bit crazy actually and I would probably have more plays posted if I focused on one of them.Comment -
KVB
if this is something you can do and it does not inconvenience you or trouble you much that would be an amazing help here in this thread.
I just bought some CSCO as i see it is down approx 5% on nothing that i believe is really so newsworthy but maybe I am missing something.Comment -
Amazon cloud services business announcing they may get into selling their own networking equipment and switches for lower prices.
It's, once again, the Amazon effect.
CSCO is huge, but Amazon can exert it's will.
Thought about selling everything and just buying Amazon, they are in almost every business now, except energy and that is just a matter of time.
In a recession, I think Amazon will do fine as folks will look for cheaper prices. Amazon may even gain customers during that time.
So yeah, from pharmacies, to wholesale prescription drug providers to book stores to network equipment, you name it, Amazon is rolling.
(Not really putting everything into Amazon, but you get the idea).Comment -
Here is a top 10 decliner list with stocks whose last trade was above 5 and avg 5 day volume is 250000.
Symbol Last Trade Change % Change High Low Volume Prev Close Description BKNG 2,033.43 -23.68 -1.15 2,053.26 2,028.08 188,271 2,057.11 BOOKING HOLDINGS INC TREE 230.15 -16.35 -6.63 247.80 225.00 483,186 246.50 LENDINGTREE INC NFLX 397.78 -15.72 -3.80 410.00 395.58 13,012,190 413.50 NETFLIX INC INGR 99.21 -11.56 -10.44 104.98 98.53 2,596,559 110.77 INGREDION INC ANET 267.52 -10.84 -3.89 278.36 261.16 1,061,051 278.36 ARISTA NETWORKS INC NVRO 59.40 -8.64 -12.70 65.99 54.87 5,607,913 68.04 NEVRO CORP AVGO 203.07 -6.91 -3.29 214.00 202.14 13,656,817 209.98 BROADCOM INC PEN 134.95 -5.05 -3.61 139.70 134.45 269,234 140.00 PENUMBRA INC SIVB 296.02 -4.47 -1.49 300.49 294.03 307,578 300.49 SVB FINANCIAL GROUP BIDU 267.00 -4.46 -1.64 274.00 265.70 2,029,541 271.45 BAIDU INC
This is the same list without the other criteria...
ANET is also down because of the Amazon announcement.Symbol Last Trade Change % Change High Low Volume Prev Close Description BKNG 2,032.48 -24.63 -1.20 2,053.26 2,028.08 191,531 2,057.11 BOOKING HOLDINGS INC TREE 230.75 -15.75 -6.39 247.80 225.00 490,152 246.50 LENDINGTREE INC NFLX 397.78 -15.72 -3.80 410.00 395.58 13,054,326 413.50 NETFLIX INC INGR 99.17 -11.60 -10.47 104.98 98.53 2,606,013 110.77 INGREDION INC ANET 267.50 -10.86 -3.90 278.36 261.16 1,076,240 278.36 ARISTA NETWORKS INC NVRO 59.51 -8.53 -12.54 65.99 54.87 5,663,622 68.04 NEVRO CORP TPL 787.00 -7.50 -0.94 801.00 786.43 7,427 794.50 TEXAS PACIFIC LAND TRUST AVGO 202.91 -7.07 -3.37 214.00 202.14 13,731,010 209.98 BROADCOM INC STMP 270.88 -5.32 -1.93 277.65 268.15 171,847 276.20 STAMPS.COM INC PEN 134.95 -5.05 -3.61 139.70 134.45 273,634 140.00 PENUMBRA INC
If these lists seem wrong, let me know. I want to make sure I screened it right. It's an auto screen but I can mess with the criteria.
These tools are very good. If anyone has any price action, volume, breakout, etc ideas I can screen them.Comment -
Here's one more.
These are stocks hitting highs.
Top 25 stocks whose last trade is greater than 5 and the difference between High and Last Trade is less than or equal to 0.125.
(Last trade greater than 5 is part of the predefined screen, it can be removed)...
Symbol Last Trade Change % Change High Low Volume Prev Close Description SBUX 51.50 +1.24 +2.48 51.60 50.26 14,992,861 50.25 STARBUCKS CORP MSFT 105.32 +1.12 +1.08 105.41 104.08 16,867,195 104.19 MICROSOFT CORP ABBV 96.65 +1.04 +1.09 96.71 94.94 2,306,493 95.61 ABBVIE INC AAL 36.94 +0.60 +1.67 37.04 36.14 7,189,791 36.33 AMERICAN AIRLINES GROUP I EWZ 34.00 +0.60 +1.80 34.04 33.23 17,002,117 33.40 ISHARES MSCI BRAZIL CPD E ORCL 48.69 +0.54 +1.12 48.70 47.83 19,224,143 48.15 ORACLE CORP OC 64.78 +1.90 +3.02 64.87 62.59 1,208,882 62.88 OWENS CORNING BRZU 21.03 +1.14 +5.72 21.10 19.67 2,248,350 19.89 DIREXION DLY BRAZIL BULL KLIC 28.52 +0.81 +2.92 28.60 27.58 1,246,207 27.71 KULICKE & SOFFA INDUSTRIE BRK/B 191.10 +1.14 +0.60 191.19 189.13 1,790,184 189.96 BERKSHIRE HATHAWAY AZN 37.13 +0.16 +0.45 37.18 36.70 4,462,283 36.96 ASTRAZENECA PLC DGAZ 26.75 +1.22 +4.76 26.83 26.07 4,423,516 25.53 DRQ 57.00 +3.75 +7.04 57.10 53.38 666,268 53.25 DRIL-QUIP INC ACXM 42.40 +1.11 +2.69 42.47 41.29 1,199,217 41.29 ACXIOM CORP XLI 73.78 +0.41 +0.55 73.88 73.30 13,608,649 73.37 SECTOR SPDR (SBI INT-INDS OSK 73.76 +2.21 +3.09 73.82 71.65 528,495 71.55 OSHKOSH CORP LKQ 33.44 +0.62 +1.89 33.50 32.76 1,773,425 32.82 LKQ CORP MGM 30.88 +0.38 +1.23 31.00 30.17 5,522,611 30.50 MGM RESORTS INTERNATIONAL ITUB 11.47 +0.36 +3.20 11.47 11.07 8,836,000 11.11 ITAU UNIBANCO HLDG SA TEX 45.09 +1.37 +3.13 45.19 44.12 1,243,533 43.72 TEREX CORP ECA 13.21 +0.30 +2.29 13.32 12.84 5,225,182 12.91 ENCANA CORP XLV 87.49 +0.25 +0.29 87.59 87.00 3,496,265 87.24 SECTOR SPDR (HEALTH CARE) NVO 49.93 +0.02 +0.05 49.96 49.47 849,015 49.90 NOVO NORDISK A/S ZTS 86.16 +0.69 +0.81 86.28 85.32 1,302,384 85.47 ZOETIS INC PNR 43.55 +0.70 +1.63 43.62 42.81 853,139 42.85 PENTAIR PLC Comment -
super helfpul KVB !!!!!
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