What Stock Market Investments Are You Making in 2016?
invite response
2016 Jun 6, 12:35pm 44,245 views 216 comments
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_
2016 Sep 23, 6:23am
Logan, Im not sure I want any part of ATEN.
Well, When we first talked about ATEN it was in the 5's low 6's I believe
Much different at $10.50 now
MASI just hit $60 all time high
TWTR at $22.20 now finally being sold
GPRO is over $16 now
Logan, any ideas what the major homebuilder companies are?
As you know when I went on CNBC last year I was very bearish on TOL near $38 and all the builders before the correction actually happened, but in Jan, TOL the builder was back to 2013 pricing, that was the time to get in... even TOL
But ... KBH was the only call builder I said here when it was at $10 but that is now at $15.77
LEN, DHI, are the better builders, Jan was really the time in to get in, builders have been better trades than investment, even now TOL is no where near $38 when I said to be cautious
https://loganmohtashami.com/2016/09/20/housing-starts-roof-being-tested/
Logan - what's new...haven't been reading here ...too busy
Anyone got any thoughts on AAPL?
Or WFC?
Wells has taken a beating. Moreso recently with the scandal. But it's not going anywhere and the dividend is decent
_
2016 Oct 3, 9:32pm
Logan - what's new...haven't been reading here ...too busy
WTW - This stock had the greatest short covering rally I have ever seen in my life
TWTR - This was another good call, badly loved and very much hated
GPRO - This trade is going as plan, dumped some at $14 letting the rest ride to $18
MASI - Number 1 stock I hold, trade, invest ... all time high roughly now
UNXL - Awesome trade this year
ATEN - looking to dump some over $11
Z - out
HP still have small position
DB, stop loss on that one out
No new ideas as of now
Rew
2016 Oct 3, 10:12pm
Anyone got any thoughts on AAPL?
Unless you have a position and are holding for the dividends, I'd sell and find smaller nimbler fish. The 5 year chart should speak volumes for this former darling. Wish we could "Make Apple Great Again" ... but I don't think the company will do that for awhile. Likely topping in their business cycle before they begin to trim down, burn, and then re-invent themselves again from the ashes. I expect we see real outwards signs of that matured/peaked business cycle in 1-2 years.
My 2 cents ... and full disclosure, I sold a large position in AAPL recently.
RealEstateIsBetterThanStocks
2016 Oct 3, 10:15pm
still holding CVX and NOV i bought a year ago. oil re-bounce!
i have also been buying Apple when it goes under $100.
curious2
2016 Oct 4, 1:12am
still holding CVX and NOV i bought a year ago.
And they're both down since you bought them, so you're still an anti-semitic, racist loser.
RealEstateIsBetterThanStocks
2016 Oct 5, 2:39am
still holding CVX and NOV i bought a year ago.
And they're both down since you bought them, so you're still an anti-semitic, racist loser.
what is your broke ass doing in an investment thread anyways.
why don't you go play where the dumb & poor hang out.
curious2
2016 Oct 5, 2:43am
still holding CVX and NOV i bought a year ago.
And they're both down since you bought them, so you're still an anti-semitic, racist loser.
How many shares of CVX and NOV did you buy?
Logan - what's new...haven't been reading here ...too busy
WTW - This stock had the greatest short covering rally I have ever seen in my life
TWTR - This was another good call, badly loved and very much hated
GPRO - This trade is going as plan, dumped some at $14 letting the rest ride to $18
MASI - Number 1 stock I hold, trade, invest ... all time high roughly now
UNXL - Awesome trade this year
ATEN - looking to dump some over $11
Z - outHP still have small position
DB, stop loss on that one out
No new ideas as of now
Thanks for sharing! Hope all else is well too...
I can't believe these home prices - when I bought in 2011 everyone here made jokes like..."hurry or you will be priced out.."
Crazy thing is, I couldn't afford to buy my own house now and would indeed be priced out.
_
2016 Oct 5, 7:49am
Anyone got any thoughts on AAPL?
Apple at $92 looked like a solid support area, now play up to $120... not a good risk/reward play here
_
2016 Oct 5, 8:07am
Did take 28% off the TWTR trade today, just to hedge the bets if the buy out turns off bad...
Yeah, I have options on APPLE, bought them at 3.5 and didn't take my profit at $6.50, now we are back to $4...I am counting on thanksgiving and xmas - 117 is all I need
The recent iOS10 is awesome. Best OS upgrade ever. Phone is way faster and super snappy. That is the old phone. The new one screams...new watch is cool too.
Patrick
2016 Oct 12, 1:15pm
Bought RYKKY on a whim because I really like their stores and their numbers are not awful.
Bought SHOP because I used to work at a competitor and all the competitor ever talked about was trying to beat Shopify. Revenue has been doubling each year.
DB
VRX
NFLX
TGT
I admit I am MASI heavy... but the stock only took off in 2015
NFLX - you wish you still had that sucker eh?
BayArea
2016 Nov 7, 9:30am
Nothing too impressive from MASI since August, VRX is looking ugly, NFLX is killin it as usual, and pass the Tums for TGT.
Question is, what do with GPRO as it's nearing single digits again...
_
2016 Nov 7, 9:47am
MASI
MASI sold some more today only 100
GPRO same game plan as before
Sold at 14, never hit 18 my target, close but not there
Under $11 position build for same trade 10.96 purchase today small 700 shares
ATEN at 6.82 purchase
I buy MASI every month, small
Only big position I have this year was 2,500 at 37.84 for MASI
200 at 20.19
800 at 21.69
800 at 19.90
What I have left from the bigger lot
60 area looks like strong resistance
Good news from the company today, settled with Phillips 300 Million cash and a partnership deal
Good looking chart since late 2014... but needs to consolidate at least before another big run
_
2016 Nov 7, 9:56am
WTW, ATEN, TWTR, GPRO, MASI, only things I have right now, in the trading account .. Still have a very small position in UNXL left nothing but build to trade later position there, not much beta
out of HP entirely
WTW sold some today 500
Major short build up in that company sell the rips on the cover points on that, keep a solid stop loss there, company is very iffy
TWTR has been a great trading stock, on hold with that for now
Might look at FIT ... need to do more work on there that's the only new stock I would say that has caught my eye
_
2016 Nov 7, 9:57am
DB
VRX
NFLX
TGT
I admit I am MASI heavy... but the stock only took off in 2015
NFLX - you wish you still had that sucker eh?
I got stop loss out on all those, have to stick to discipline
BayArea
2016 Nov 7, 10:18am
I'm on the fence whether to jump into GPRO... they are still a good ways away from their 52wk low and their media coverage this week has been very grim.
Falling knife? If it falls into single digits it will be very tempting.
_
2016 Nov 7, 11:57am
Falling knife? If it falls into single digits it will be very tempting.
With that thesis ... look at it this way
Hardware company, valuation $8- $11 at most without hitting their metrics
Look at Friday's action, If I wasn't busy that is where I would have bought
Had $9 handle and stock went positive intrada day... double test successful off the real bad quarter
I was looking for a $9 - $18 4Q push into the launch of the product line , they blew that..
People are looking to play that trade again
$9-$10 level held, so no falling knife thesis here.
Breaks under $8 brand new ball game then
But so far the line held last Friday
Y
2016 Nov 7, 12:52pm
What? Why are you suddenly chart averse?
Look at a 3 year and 3 month MASI you can see what I mean...
_
2016 Nov 7, 1:00pm
Look at a 3 year and 3 month MASI you can see what I mean...
If you look at the charts you can see what I mean
This has been a great stock to own since late 2014, but in a 3 month line you can see resistance at $60 ... break through that... closing 60.46 now
This has already gone way above my expectations.
However, I'm not day trading this, I have active long positions from earlier levels. So, I look at this differently that any of you would
My selling points have been these levels
( Not counting today and last Friday) 100 shares each
09/20/2016 09/20/2016 100 $59.3500
08/26/2016 08/26/2016 100 $59.0450
08/22/2016 08/22/2016 200 $58.1775
08/04/2016 08/04/2016 200 $56.0940
07/14/2016 07/14/2016 200 $53.1160
06/08/2016 06/08/2016 200 $52.1555
05/16/2016 05/16/2016 400 $48.0545
04/25/2016 04/25/2016 200 $43.3010
03/21/2016 03/21/2016 590 $40.0150
03/21/2016 03/21/2016 1,000 $40.12
07/22/2015 07/22/2015 1,000 $42.25
Need to see break through $60 level to get short term bullish, if you're playing that trade, which was the response to
Nothing too impressive from MASI since August,
You guys are traders, you understand what I am talking about with the charts
BayArea
2016 Nov 8, 10:51pm
Market has tanked upon election results
What to invest in tomorrow morning? Trump is already creating new opportunities. Thoughts?
_
2016 Nov 8, 11:10pm
What to invest in tomorrow morning? Trump is already creating new opportunities. Thoughts?
Expect intervention from the Mexican Central Bank
30's not acting like a over reaction
BayArea
2016 Nov 9, 6:45am
Interesting Logan...
And looks like GPRO is flirting with single digits
_
2016 Nov 9, 6:51am
And looks like GPRO is flirting with single digits
In again, If it gets to 9 one more buy... that's it
Very similar to previous trade, I wouldn't touch it over $11
Hardware company $8 fair value this is a Q2 2017 Play
_
2016 Nov 10, 8:47am
TSLA
I try to stay away from stocks that I need a firm stop loss ...
That limits though trading opportunities
BayArea
2016 Nov 10, 8:50am
ya probably smart...
Fitbit is also attractive as you pointed out... shoooooort term though
77% down on the year, ugh.
_
2016 Nov 10, 8:53am
shoooooort term though
Very small ( this thing can fall to below 5) with one bad report...
Before getting in bigger, need to see a stable area ... even though that might take some time, it prevents falling knife thesis ...
TWTR at 14
GPRO at 9-11
ATEN at 4-6
Takes time and a lot discipline ... but it does prevent from wasting capital.
Obvious long term investment thesis is much different than this above
BayArea
2016 Nov 10, 8:59am
I'm starring at all the charts and totally undecided between TLSA, FIT, and GPRO at the moment. Hmmmmmm
Market is flirting with historic highs today
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Hi guys,
I'm looking over my portfolio this week (both 401K retirement and personal brokerage account) and looking ahead at what to invest in during 2016.
I see that the market correction that we had in late Jan - early Feb '16 is behind us and once again the Dow, Nasdaq, and the S&P500 are near historical high levels. As a result, I'm going to pull some of the money I have here and continue to watch the fed.
I see precious metals (gold, silver, platinum) have been surging since Feb but still significantly below their 1yr and 2yr highs. Depending on where you believe oil is going, some are arguing it's a bargain right now too but oil isn't likely to do much in the short term. Long term treasury bonds had a strong year. Healthcare & Financial sectors haven't performed too well in the past year but Utilities & Telecom sectors have brought modest returns.
I'm interested in getting into a discussion regarding patrick.net's hot picks are for 2016 and where are people are putting their money in terms of market investment today.
Now that Bay Area home prices have surpassed a level that's attractive to most investors, some of us are looking at other investment options.
#investing