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I have 83 consecutive profitable trades of 15% or better. How is this possible? Every day there are hundreds of stocks setting new highs, no matter what happens in the overall market. Many of these stocks are still at very reasonable valuations. Afraid of buying stocks at their highs? Think of it this way: a new high is really a future floor for companies with solid financial underpinnings. Quantitative momentum modeling makes it easy to identify stocks that can continue this upward momentum trend. Why does this happen? It's really very simple..ask me about what investors and cows have in common. I am $$$ MR. MARKET $$$. I AM HUGE!!! Bring me your finest meats and cheeses. You can join in on the fun. Register for free and you'll be able to post messages on this forum and also receive emails when $$$ MR. MARKET $$$ makes his own trades. ($$$MR. MARKET$$$ is a proprietary investor and does not provide individual financial advice. The stocks mentioned on this forum do not represent individual buy or sell recommendations and should not be viewed as such. Individual investors should consider speaking with a professional investment adviser before making any investment decisions.)
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  1. #61
    Join Date
    Jun 2009
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    Earth (Mostly)
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    274

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    MA

    I am going to keep my Mastercard (MA) pitch succinct and just say this: MA is one of those companies like AAPL, AMZN, and GOOG that should probably be part of every long term portfolio. What they offer, people will be needing for the foreseeable future, and they have established a tried and true track record of growth.

    AAPL, AAXN, AMZN, ANET, AYX, DATA, DOCU, EDIT, FB, ISRG, LYV, MTCH, MA, MDB, NVDA, OKTA, SQ, TDOC, TEAM, TTD, TWLO

    Bold=Rationale Available

  2. #62
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    2,335

    Default

    Bought a PNC call of 1/15/2021 $85 strike with the stock at $122.30. PNC is a new Buffett position from third quarter 2018, down from $163 last February, up from $108 last December. Per Schwab PE of 11.5, dividend of 3.10% (which I of course won't get). Depending on Buffett to produce a winner. Got two years. Went down to $85 to minimize the premium. Natch I tie up more money.
    Last edited by Louetta; 02-06-2019 at 12:57 PM. Reason: Add a % sign

  3. #63
    Join Date
    Jun 2009
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    Earth (Mostly)
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    Should I continue to discuss the stocks on my long term investment list? I don’t want to spam up this thread, but if anyone finds the information useful, I will continue my breakdowns.

    AAPL, AAXN, AMZN, ANET, AYX, DATA, DOCU, EDIT, FB, ISRG, LYV, MTCH, MA, MDB, NVDA, OKTA, SQ, TDOC, TEAM, TTD, TWLO

    Bold=Discussed

  4. #64
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    2,335

    Default

    I enjoyed the SQ write-up, since I own it in real life.

    Would be very interested in your thoughts on NVDA. Seems to have leveled off some at just about 50% of the beginning October high.

  5. #65
    Join Date
    Nov 2003
    Location
    ohio
    Posts
    8,940

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    My auto mechanic uses SQ. I asked him what he thought of it. He had nothing but praise for Square as he says they have great communication, almost no problems, no long term contracts, as well as lower fees and very little paperwork with no small print. Watching MA triple in the last 3 years I'm sure SQ will at least match MA's record.

    -------------------billy

  6. #66
    Join Date
    Jun 2009
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    Earth (Mostly)
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    NVDA

    Everyone knows Nvidia (NVDA) as a designer of graphics chips for PCs. Because some of their graphics chips are at the very high end of performance, they are also associated with the most demanding of graphics applications such as VR and gaming. Is that why I like this company so much? Well, yes and no. VR and gaming certainly present appealing opportunities for growth, but I have other reasons for liking NVDA. It just so happens that NVDA is also a major provider of chips for data centers and AI applications, both of which are areas in which there is a huge potential for growth. Almost in the shadows, NVDA has been growing its data center revenue at an astonishing rate. Last quarter the year-over-year growth was over 70%, and this is just the beginning. NVDA’s opportunity in the data center market has been pegged to be around $30B, or almost three times their current total annual revenue. Wow. And just as AI is on the verge of a major breakout, NVDA is positioned to be a dominant player. That’s because NVDA, with their massively parallel processors, is better positioned to support AI and deep learning applications than any other company. NVDA’s graphics processing units (GPUs) have thousands of cores as opposed to the 8-16 cores of high end central processing units (CPUs). In fact, NVDA’s GPUs have proven to be about 10 times more effective than traditional CPUs for AI tasks. This is why they are in such demand for applications such as autonomous automobiles. NVDA’s opportunities in data center and AI paint a very appealing growth opportunity, and there is no bigger driver of share price than growth.

    AAPL, AAXN, AMZN, ANET, AYX, DATA, DOCU, EDIT, FB, ISRG, LYV, MTCH, MA, MDB, NVDA, OKTA, SQ, TDOC, TEAM, TTD, TWLO

    Bold=Discussed

  7. #67
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    2,335

    Default

    Bought a smidge of TWLO. Revenue for the quarter/year and guidance looked encouraging to me.

    https://www.sec.gov/Archives/edgar/d...9691ex99_1.htm

  8. #68
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    Jun 2009
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    Default

    Good luck with it, Louetta.

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