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

[chico2663]

Had ford for 9 yrs. I m just collect the dividends

[homie1975]

any predictions on AMZN earnings hit or miss? trading at $1813 as i type. down 2.67% or $50 since yday

[RoyBacon]

I doubt we see less than $2.50 a share. My guess will be $2.90 and up $50 in the after.

[KVB]

Hard not be bullish on Amazon.

Announcing after close 2.50 is consensus, how do they not beat it?

I might throw down for a few more shares and see where it takes me, it's pricey though.

[RoyBacon]

Hard not be bullish on Amazon.

Announcing after close 2.50 is consensus, how do they not beat it?

I might throw down for a few more shares and see where it takes me, it's pricey though.

They have 3 good qtrs in a row around there so I dont see a miss. Ive bought a couple times today and its just going lower and lower. If they hit $2.50 she drops $20. Anything over $2.65ish will get her going. So yea, the FB debacle is weighing on everyone but this ain't FB.

[homie1975]

i'm in at 1809

GL to all of us

[RoyBacon]

i'm in at 1809

GL to all of us

See what I mean? Fugger has a fish weight necklace on for now. Nervous Nellys with a FB hangover. We'll see. Good luck!

[homie1975]

down to 1805 approaching the bell

[homie1975]

closes 1808

let's see what happens

[RoyBacon]

All over the place!

Went down $60 now up$70 ...LO fuggin L

[RoyBacon]

+$77

[RoyBacon]

Thats a massive beat $5 looking for $2.50??? I'm buying more in the after

[homie1975]

Thats a massive beat $5 looking for $2.50??? I'm buying more in the after

i want it to stay inside $1900 for your options play Royer

[RoyBacon]

Picked up more at 1852.. That's an incredible quarter.

[RoyBacon]

i want it to stay inside $1900 for your options play Royer

Yea.. I got a few different strategies going. So far, dodged a hail of gunfire. LOL

[KVB]

Spiked a bit after hours, then fell back.

Then a climb, all kinds of trading going on.

[RoyBacon]

Spiked a bit after hours, then fell back.

Then a climb, all kinds of trading going on.

Yea...quite a fall. Looked like it was going to go red . OK now. I think the buyers return in the regular session.

[RoyBacon]

Last: 1,876.540 Change: +68.54 (+3.79%)

[d2bets]

NASDAQ should shoot back up tomorrow.

[homie1975]

NASDAQ should shoot back up tomorrow.

Nope. AMZN WTF

[KVB]

Looking at TWTR the last few days, maybe a buy.

It feels like a lot of things off highs, and just asking for money.

This whole, yeah earnings beat but we didn't forecast well or forecast a little bit of slower growth killing the highs is ridiculous.

With CAT announcing before the market on Monday, and US GDP sounding good, while this seems to contradict, it feels like the market is begging for buyers to take it out from under them.

Could be a drop on Monday, an excuse for a correction but no worries because economy is good.

Add trade issues to households blue chips, and we get another excuse that won't play out in the long run.

Market may be pricing in these things.

Just thinking out loud here.

[KVB]

I decided to add the Top 30 this time, with last trade over 5 and avg 5 day volume over 250,000.

Symbol	Last Trade	Change	% Change	Prev Close	Description
GOOGL	1,250.82	-34.68	-2.70	1,285.50	ALPHABET INC
GOOG	1,236.46	-31.87	-2.51	1,268.33	ALPHABET INC
LOGM	79.03	-25.42	-24.34	104.45	LOGMEIN INC
BKNG	2,063.61	-19.52	-0.94	2,083.13	BOOKING HOLDINGS INC
MGLN	73.05	-17.95	-19.73	91.00	MAGELLAN HEALTH INC
ABMD	367.63	-16.58	-4.32	384.21	ABIOMED INC
TREE	238.00	-15.65	-6.17	253.65	LENDINGTREE INC
ENTA	103.14	-15.53	-13.09	118.67	ENANTA PHARMACEUTICALS IN
EW	140.65	-14.42	-9.30	155.06	EDWARDS LIFESCIENCES CORP
AZO	697.46	-13.68	-1.92	711.14	AUTOZONE INC
ISRG	513.88	-13.08	-2.48	526.96	INTUITIVE SURGICAL INC
SPOT	183.69	-12.59	-6.41	196.28	SPOTIFY TECHNOLOGY SA
NOW	179.82	-12.50	-6.50	192.32	SERVICENOW INC
MELI	351.60	-12.13	-3.33	363.73	MERCADOLIBRE INC
ALGN	351.18	-11.84	-3.26	363.02	ALIGN TECHNOLOGY INC
ILMN	301.07	-10.51	-3.37	311.58	ILLUMINA INC
LABU	91.00	-10.45	-10.30	101.45	DIREXION DLY S&P BIOTEC B
SHOP	160.06	-10.24	-6.01	170.29	SHOPIFY INC
REGN	363.79	-9.80	-2.62	373.59	REGENERON PHARMACEUTICALS
PFPT	115.57	-9.66	-7.71	125.23	PROOFPOINT INC
TSLA	297.05	-9.60	-3.13	306.64	TESLA INC
COLM	83.23	-9.30	-10.05	92.52	COLUMBIA SPORTSWEAR CO
DECK	110.10	-9.13	-7.66	119.23	DECKERS OUTDOOR CORP
EA	132.97	-8.93	-6.29	141.90	ELECTRONIC ARTS INC
SPGI	203.18	-8.84	-4.17	212.01	S&P GLOBAL INC
BLUE	160.41	-8.79	-5.19	169.20	BLUEBIRD BIO INC
HUBS	125.72	-8.58	-6.39	134.30	HUBSPOT INC
ADS	225.74	-8.42	-3.59	234.15	ALLIANCE DATA SYSTEMS COR
NFLX	354.85	-8.24	-2.27	363.09	NETFLIX INC
IMPV	48.49	-8.21	-14.47	56.70	IMPERVA INC

[KVB]

Thoughts on Twitter anyone.

Sometimes I think it's better to avoid the household names and seek opportunity elsewhere.

That said, I have AAPL, which has been quiet as they near reporting on Tuesday, after the close.

I also have MSFT and AMZN.

TWTR an interesting prospect as purging accounts may sound like a short term issue, but let's face it, those users may have been built in.

What are they worth?

[KVB]

lol, they just came on to CNBC.

Who knows? Maybe, at these prices, or less, they become a buyout candidate.

That would be interesting..

[guitarjosh]

This week's picks:

ABMD*

ADBE*

ALGN*

AMED*

CNC

CRM*

CTAS

FTNT*

IDXX*

ILMN*

INGN*

INTU

LULU*

MED*

NOW*

NSSC*

PANW*

SYX

TCMD*

TRU*

TTD*

TTGT*

TWTR*

ULTI

VEEV*

WWE*

ZTO

*= Held over from last week

S&P500 this week: +.61%

Above stocks this week: -4.466%

Earnings for ABMD & TWTR + TCMD all killed me. A lot of rotation from growth to value this week.

[KVB]

S&P500 this week: +.61%

Above stocks this week: -4.466%

Earnings for ABMD & TWTR + TCMD all killed me. A lot of rotation from growth to value this week.

What do you think we see next week?

[HockeyRocks]

What do you think we see next week?

Blood in the streets when Tesla reports...jmo...

[brooks85]

easy winner;

FNKO

next year is going to be crazy for merch sales. 7 of top 10 highest grossing merch sales movies of all time release a movie next year. SBR one of the first places to hear this

And you have Game of Thrones ending on top of all the other big movies next year. Funkos are the new beanie babies except with staying power because instead of making random bears, they are licensing characters people actually care about.

[RoyBacon]

S&P500 this week: +.61%

Above stocks this week: -4.466%

Earnings for ABMD & TWTR + TCMD all killed me. A lot of rotation from growth to value this week.

There does seem to be a rotation starting. Or is it just a blip? We have another week of earnings and we have all the big economic reports on the table.

I could see some settling in starting. Some sideways action.

As I keep saying, there is no reason not to at least have average weight in stocks(and be a buyer on big dips). Tax cut fueled earnings are going to keep crushing the year before quarter for the next two quarters.

[guitarjosh]

This weeks picks:

ABMD*

ADBE*

ALGN*

AMED*

BEAT

CRM*

CTAS*

FCN

FTNT*

IDXX*

ILMN*

IQV

LULU*

MED*

NSP

NSSC*

RHI

SPSC

SYX*

TEAM

TTD*

TTGT*

USNA

WWE*

*= held from last week

[RoyBacon]

Bot some SPY overnight with the market in the red. Put a short stop in. Looks like this market could drift lower first. Drift might be the keyword for the short term.

[KVB]

Bot some SPY overnight with the market in the red. Put a short stop in. Looks like this market could drift lower first. Drift might be the keyword for the short term.

Was thinking the market is looking for an excuse to drop and I do see it fairly flat and a bit lower, and with CAT announcing before the open, keep that stop in place.

CAT should have decent numbers since last year but projected growth rates are getting lower.

Same with projected estimated cash flow, which can change (projected estimated...lol)

EARNINGS...


Current Quarter vs. Prior Year:

For the second quarter 2018, analysts estimate CAT will earn $2.73 non-GAAP per share, an increase of 83.26% over the prior year second quarter non-GAAP results.

REVENUE...

Current Quarter vs. Prior Year:

For the second quarter 2018, analysts estimate CAT will generate revenues of $13.9B, an increase of 22.54% over the prior year second quarter results.

-7.1%Annualized 5 Year growth rate

+24.7%	-6.3%	-7.1%

I would like to think this is priced into the market, but that announcement and the numbers that come with it will be scrutinized.

The market could climber higher on their numbers for sure.

[RoyBacon]

CAT up $4.75 in the pre. Great company.

Market set to open UP after spending the night in the red.

CAT, BA's of the world take some balls to hang in there with during a trade spat. But investors are being rewarded.

[grease lightnin]

CAT up $4.75 in the pre. Great company.

Market set to open UP after spending the night in the red.

CAT, BA's of the world take some balls to hang in there with during a trade spat. But investors are being rewarded.

CAT is raising prices in response to tarriffs

[RoyBacon]

CAT is raising prices in response to tarriffs

Good. Maintain that profit margin.