patrick.net

BayArea says

Nice pop... 52wk high...

I only have 5,300 shares that are part of the non long term invest able shares left to sell, so for example only 200 shares sold this morning, the rest are just small investments each month,

If this stock can hit $70 with the big move in UNXL this year and selling at $2,70 ish.. that will be 2 investment ideas over 100% returns as MASI got to mid 30's earlier this year

BayArea says

Logan,

We have had our own mortgage company since 1987, I just don't talk about in terms of promotion, I think that takes away from my economic discussions, just call me whenever you want.

Logan Mohtashami says

I only have 5,300 shares that are part of the non long term invest able shares left to sell, so for example only 200 shares sold this morning, the rest are just small investments each month,

You have $250K invested in MASI?

mell says

You have $250K invested in MASI?

This is what I have left that I am willing to depart with

2,500 at $37,84

1,600 at $21.69

800 at $19.90

400 at $20.19

The under performing of the stocks in prior years gave good buying points, this year when it wen under $40 I picked out another investment point.

The problem going forward is that unless it really takes a dip, I might not have a investment point to buy back in.. the monthly addition is just long term investing thesis

My 2016 selling points outside today 200, this has been a big selling year as you can imagine

07/14/2016 07/14/2016 200 MKT S $53.1160
06/08/2016 06/08/2016 200 MKT $52.1555
05/16/2016 05/16/2016 400 MKT $48.0545
04/25/2016 04/25/2016 200 MKT $43.3010
03/21/2016 03/21/2016 590 MKT $40.0150
03/21/2016 03/21/2016 1,000 DAY $40.12 $40.1322

Logan Mohtashami says

This is what I have left that I am willing to depart with

2,500 at $37,84

1,600 at $21.69

800 at $19.90

400 at $20.19

That's a lot of money to have in one stock. You're a high roller, enjoy the money til you have kids ;) I don't see the problem with the investment point. Sell 50%-75% and let the rest ride forever. Free roll.

mell says

til you have kids ;)

I have money because I have no kids, evil to say that I know, But hence why I have my condo as my primary resident for the rest of my life, 2 bedroom 2 bath for 2 people and 5 pets and my rental is a 1 bedroom condo roughly half the size

Think small... grind it out...

As you can imagine, MASI is a unknown, even though they won a $487 Million lawsuit case against Phillips recently, medical device company, people think I talk about the Surfing shop MASIMO

I did F up my sell today though, I thought I had 58.50 limit order but that had expires sold at market right in the open at 56 .. oh well... stupid mistake on my part

Question is now where can TWTR and GPRO go... ATEN has already had it's run on the year, not sure how much upside is left

Logan Mohtashami says

Question is now where can TWTR and GPRO go... ATEN has already had it's run on the year, not sure how much upside is left

I trade almost biotech only. But TWTR is toast unless they get acquired. No ways to generate money, censoring of free speech and a general PC approach (vs meritocracy) has taken its toll on this stock. I'd assume GRPO will get more and more competitors. But I don't trade these anyways.

mell says

GRPO

I will sell some GPRO above 14 and then let the rest ride, I did that with TWTR already, Not much else out there

BIOTECH land, Gale and MNKD were old trades of mine, but long out them, that sector High Beta, but have a stop loss for sure or else ...

mell says

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 %

Logan Mohtashami says

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.

mell says

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

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

Summer ZZZ's index wise

Going to Mexico for 10 days tomorrow, hopefully this narrow range is done with

This market just continues to surge!

mell says

Logan Mohtashami says

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.

mell says

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

Logan Mohtashami says

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

TWTR over $20, taking about 35% off the trade here

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.

BayArea says

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

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...

BayArea says

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

I had TOL stop loss too but it was very tight, I tried to get Strat to follow it if I remember right

BayArea says

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

Logan Mohtashami says

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.

Strategist says

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

Logan Mohtashami says

Strategist says

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

Strategist says

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

Strategist says

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!

Ironman says

Or build apartments

That is a terrible chart formation

Here is a better one

Multi-family starts are down 0.6% year-to-date, and single-family starts are up 10.6% year-to-date.

Ironman says

Logan Mohtashami says

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.

ATEN up another 5% since I asked about what you guys thought of it this week... no takers?

ATEN up double digits this week alone... So no one here can't accuse me of never giving stock picks anymore ;-)

ATEN... up 30% in last month and 50% in last 3mo.

Why jump in now? What news am I not aware of?

BayArea says

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

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