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What Stock Market Investments Are You Making in 2016?
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2016 Jun 6, 12:35pm 44,941 views 216 comments
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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
Do you think Bonds will continue to rally? Or long term down trend still intakt?
_
2016 Nov 10, 9:34am
Do you think Bonds will continue to rally? Or long term down trend still intakt?
2015 we had a more aggressive sell off in bonds that what we had in 2016
This last move is headline and event driven, that is a big deviation from trend move
As always I stick to my 10 year channel 1.60% - 3.04%
European crisis takes us below 1.60%
Spain 2012
Brexit 2016
Short lived events
BayArea
2016 Nov 10, 3:21pm
OK, bought a position of FIT at $9... Will watch this one closely.
I've been looking to invest into a IoT company and FIT is one the fore-front. We'll see...
FortWayne
2016 Nov 10, 3:47pm
Our president is in real estate, that's where to invest.... Construction companies. There will be contracts to rebuild America
zzyzzx
2016 Dec 14, 4:03pm
I would not buy any of the stocks mentioned in this thread so far. It's almost all based on short term speculation. That and what the fuck does Go Pro or FitBit make that someone else can't rip off and sell for less?
_
2016 Dec 14, 4:08pm
I would not buy any of the stock mentioned in this thread so far.
A valid point here, a lot these stocks needed to be purchased earlier in the year and I am very sure none bought MASI which hit a all time high at the close
Oh well, back to trashing America
_
2016 Dec 14, 5:19pm
That's a good one went up 30%, nice. No dividend but who cares.
They have given special D before, with the lawsuit against Phillips all done none they have some cash to work with and new deals.
I admit, this has done a lot better that I could have ever imagined and many years of not doing much, oddly enough because of that accumulation happened
Kind of torn on the next selling point here, but a good problem to have
HP was the real dollar oil call but 100% out of that
Strategist
2016 Dec 14, 5:23pm
I would not buy any of the stocks mentioned in this thread so far. It's almost all based on short term speculation. That and what the fuck does Go Pro or FitBit make that someone else can't rip off and sell for less?
There is nothing they make that won't eventually show up on the iPhone. Just buy Apple stock.
_
2016 Dec 14, 6:12pm
Gold
You can trade gold as long as you have a stop loss under 1040
Now Bonds have a lot more value now than a few months ago for sure..
At a 2.57% print today
Tomorrow is key, no reversal
The lower lows and lower highs on the 10 year are gone, that officially ended today with a close over 2.50%
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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