[homie1975]

I still say it's difficult to be under weight here. Dips are buying opportunities.

I agree. I bought more TSLA at $298 to lower my Basis. I am with you.

[KVB]

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.

[RoyBacon]

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.

[homie1975]

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.

Please share ASAP thank you!!!!

[RoyBacon]

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.

[RoyBacon]

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.

[chico2663]

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.

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.

[RoyBacon]

I'm selling SPY and AMZN at the close. Being called away.

Holding BIDU and BABA for a while.

[guitarjosh]

This week's stocks:

ABMD

ADBE

ALGN

CRM

FTNT

LULU

M

MED

MTN

NFLX

PANW

TCMD

TTD

TTGT

TWTR

WWE

S&P 500 this week: 1.52%

Above picks this week: 3.45%

[homie1975]

Nice work Josh

[guitarjosh]

This week's stocks:

ABMD

ADBE

ALGN

AMED

ATHM

CRM

FTNT

ISRG

LULU

MED

MTN

NFLX

NOW

NSSC

TCMD

TTD

TTGT

TWTR

WWE

[homie1975]

Thanks josh

We are way up in the Pre. Let's see what tomorrow brings

[RoyBacon]

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.

[homie1975]

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.

[RoyBacon]

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.

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.

[rkelly110]

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.

Well if you don't poke the bear, you won't have a fight to begin with.

[chico2663]

i guess comcast thinks they are getting disney. Seems they are trying to sell fox sport.
https://seekingalpha.com/news/336868...-new-deal-prep

[homie1975]

Just bought TWTR at 43.80. down today due to the closing of 75M "suspicious" accounts

[homie1975]

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 reason

[RoyBacon]

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.

[ikid2groove415]

Playing stocks that easy? Why do we have normal jobs ? It’s legalize gambling fella

[homie1975]

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.

Nice. the downward trend the last 1 year concerns me but as a long term play you know it will be solid.

so NFLX was downgraded by a UBS analyst due to high valuation. I bought more just now at $411 p/share

earnings next monday. i think it rockets

[homie1975]

Playing stocks that easy? Why do we have normal jobs ? It’s legalize gambling fella

not easy, but i've done sports betting after tremendous research and stock picking after the same, and i believe stock picking is a safer Bet long term than sports betting. i think more ppl win in stocks than win in sports bets. my opinion

[jjgold]

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 OK

[chico2663]

Just bought TWTR at 43.80. down today due to the closing of 75M "suspicious" accounts

got 250 shares at 18. but that was bought a while back. God bless trump because b4 he got into office it was selling for around 16.

[homie1975]

Nice job chico.

Right now I'm happy with what BA, NFLX. RHT, AVGO, and TWTR are doing for me.

TSLA? not so much

[RoyBacon]

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.

[homie1975]

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!

[KVB]

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!

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.

[KVB]

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 OK

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.

[homie1975]

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.

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.

[KVB]

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.

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).

[KVB]

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...

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

ANET is also down because of the Amazon announcement.

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.

[KVB]

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

[homie1975]

super helfpul KVB !!!!!