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What Stock Market Investments Are You Making in 2016?
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2016 Jun 6, 12:35pm 44,901 views 216 comments
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_
2016 Aug 4, 11:47am
I trade almost biotech only.
The retirement $$$ are all in funds outside of MASI... 85% stocks and 10% Bonds 5% reits that is a different story all together, I could care less about the stock market or the economic cycle with that account, any recession pre age 60 is a gift from the Gods, but sometimes switch up international and domestic % and Bond/Reit %
BIOTECH land, Gale and MNKD were old trades of mine
I assume you got out of GALE in time before it got obliterated. GALE and CYTR both can't shake the notion that they're scams, but at this point CYTR at these lows seems a better (high-risk) play though both suck and need funding (GALE more-so). All 3 (incl. MNKD) are diluted pigs. Besides arry I like matn and meip as spec plays and atrs as turning-to-profitability play.
_
2016 Aug 4, 11:56am
GALE
Gale I got out way before the run up , Got in at 1.70 in Jan 3 2013 but got out if at 2.87 so missed that entire huge run up and MNKD was a minor gain.. not really big positions for me
_
2016 Aug 4, 11:58am
KBH is at $15.57 today, but even though I talked about it here back when it was $10 didn't have room to invest in that
_
2016 Aug 4, 12:41pm
Summer ZZZ's index wise
Going to Mexico for 10 days tomorrow, hopefully this narrow range is done with
BIOTECH land, Gale and MNKD were old trades of mine
I assume you got out of GALE in time before it got obliterated. GALE and CYTR both can't shake the notion that they're scams, but at this point CYTR at these lows seems a better (high-risk) play though both suck and need funding (GALE more-so). All 3 (incl. MNKD) are diluted pigs. Besides arry I like matn and meip as spec plays and atrs as turning-to-profitability play.
MEIP taking off today on partnership.
_
2016 Aug 8, 10:36am
MEIP taking off today on partnership.
I apologize for my slow response 
On vacation in Mexico... Sold some GPRO today, 50% gone let the rest ride buy back 11 or under
_
2016 Aug 15, 6:37am
Strategist says
They got a offer accepted $711,000 3 bedroom 2,500 square foot gated community in Laguna Hills, so 4th time was a charm
BayArea
2016 Aug 15, 10:29am
Welcome back Morgan. How was Mexico?
Some of us have been on the ARLP kick lately...
GPRO doing well too... I'm surprised the market his been surging so well AFTER reaching record highs recently.
_
2016 Aug 15, 12:36pm
How was Mexico?
Excellent, 4 seasons at Punta Mita and Mexico city .. great musuems in Mexico city
Lots of Cranes in Mexico City
MASI hit 59.10 :-) looking to dump another 200 shares soon
If MASI can hit 70 by the end of the year that was 2 doubles in 2016 with UNXL, HP is up big, GPRO .... I already took half off ... see how Q4 Holiday sales push can bring to the stock
ATEN from 5 bucks is starting to pick up some steam but not sure I would invest new money into that
If twitter can get to high 20's that another near double as well
BayArea
2016 Aug 15, 1:28pm
very cool, but you forgot to tell us about all the positions that you lost your shirt on in 2016 ;-)
It's funny how people never mention those...
_
2016 Aug 15, 1:36pm
lost your shirt on in 2016 ;-)
4 Stop losses for losses this year of note
DB
VRX
NFLX
TGT
I admit I am MASI heavy... but the stock only took off in 2015
_
2016 Aug 15, 1:38pm
I had TOL stop loss too but it was very tight, I tried to get Strat to follow it if I remember right
_
2016 Aug 16, 9:40am
2016
What about ATEN now, I am letting this one ride out, I didn't think we could see a break out in 2016 but it's starting to go recently ... This is a high risk play here and I wouldn't add any new dollars into the name now, but the chart looks interesting now
Strategist
2016 Aug 16, 9:43am
I had TOL stop loss too but it was very tight, I tried to get Strat to follow it if I remember right
I remember. Get back in.
_
2016 Aug 16, 9:46am
I remember. Get back in.
At 25 maybe but KBH was at $10 when we talked about here and now at $15.62 that was the best builder play for 2016 .. builders are good channel trades in this cycle
Strategist
2016 Aug 16, 9:48am
I remember. Get back in.
At 25 maybe but KBH was at $10 when we talked about here and now at $15.62 that was the best builder play for 2016 .. builders are good channel trades in this cycle
It's $29 right now. Not likely to hit $25
_
2016 Aug 16, 9:52am
It's $29 right now. Not likely to hit $25
Not worth the risk right here for TOL .. I picked on it last year for being over valued when it was in the 30's... last year the builders just had way too expectations, now... everyone is in line with more real expectations
_
2016 Aug 16, 5:27pm
Strategist says
This is the most bullish chart I can say about the builders, that maybe... maybe ... they get that they have to build smaller homes!
_
2016 Aug 16, 6:25pm
Multi-family starts are down 0.6% year-to-date, and single-family starts are up 10.6% year-to-date.
Strategist
2016 Aug 16, 6:36pm
about the builders, that maybe... maybe ... they get that they have to build smaller homes!
Or build apartments
The free markets will decide what to build based on profitability.
_
2016 Aug 17, 9:51am
ATEN up another 5% since I asked about what you guys thought of it this week... no takers?
_
2016 Aug 18, 7:51am
ATEN up double digits this week alone... So no one here can't accuse me of never giving stock picks anymore ;-)
BayArea
2016 Aug 18, 10:31am
ATEN... up 30% in last month and 50% in last 3mo.
Why jump in now? What news am I not aware of?
_
2016 Aug 18, 10:39am
Why jump in now? What news am I not aware of?
This was a 2017 Play for me, I didn't think it would have broken out like this in 2016..
Only reason I got this stock on radar was making fun of it with Jim Cramer calling it a one of the worst IPO's ever, but as price play only, I took it on a spec play
$11-$13 level to sell... But ... 2017 not this year
So the reports are in line, nothing big news there... but technically speaking... just on the charts, it looks like something traders would push once it broke over 8
That is the only reason I can come up with or this company is play
IPO price I think was $15 and this sucker collapsed right after
To me it's only technical here
Hence why I asked what you guys thought
_
2016 Aug 18, 10:41am
This company isn't easy to value 600 million market cap is still small compared to the big boys ... but a pushed IPO for sure, like many IPO's it's been a bust but at $4-$6 bucks looked interesting for a spec play only
_
2016 Aug 19, 12:54pm
In any case ATEN up again another 4% that makes it a near 15% this week alone since Monday
But will unload some shares in the $11 dollar range
_
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.
« First « Previous Comments 97 - 136 of 216 Next » Last » Search these comments
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