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I have 22 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
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    Default Write Up on MA

    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
    Last edited by BlueWolf; 06-18-2019 at 11:21 AM. Reason: Added Title

  2. #62
    Join Date
    Oct 2003
    Location
    Hamilton MA
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    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
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    Default

    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
    Last edited by BlueWolf; 06-14-2019 at 01:54 PM.

  4. #64
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    Oct 2003
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    Hamilton MA
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    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
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    ohio
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    Default

    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
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    Default Write Up on NVDA

    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=Write Up Available
    Last edited by BlueWolf; 06-18-2019 at 11:21 AM. Reason: Added Title

  7. #67
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    Hamilton MA
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    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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    Default

    Good luck with it, Louetta.

  9. #69
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    Jun 2009
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    Earth (Mostly)
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    Default

    It’s been about six months since I posted my long term stocks list, and I thought I would see how they are performing. I own all of the stocks in the list. Some I bought around December 28th, and some I owned before December 28th. For the purposes of this discussion, I am using December 28th as the starting point for all of them and yesterday’s close as the end point. Here’s the list and how they have performed:
    Stock 12/28/2018 6/6/2018 % Gain/Loss
    AAPL 157.5 185.22 17.60%
    AAXN 43.04 67.97 57.92%
    AMZN 1473.35 1754.36 19.07%
    ANET 207.78 257.18 23.78%
    AYX 60.18 91.22 51.58%
    DATA 120.53 117.1 -2.85%
    DOCU 40.99 54.74 33.54%
    EDIT 20.65 20.58 -0.34%
    FB 135.34 168.33 24.38%
    ISRG 472.12 485.24 2.78%
    LYV 49.08 62.01 26.34%
    MTCH 42.62 70.73 65.95%
    MA 189.71 257.83 35.91%
    MDB 83.45 147.74 77.04%
    NVDA 132 141.45 7.16%
    OKTA 62.75 123.57 96.92%
    SQ 56.7 65.77 16.00%
    TDOC 48.76 54.27 11.30%
    TEAM 88.21 127.71 44.78%
    TTD 115.12 237.26 106.10%
    TWLO 88 139.63 58.67%
    Total Return 36.84%
    S&P Return 13.79%

    There are some stellar performers in the list and a few disappointments. My biggest disappointment (by far) is DATA, from which I expected much bigger things. I am not ready to bail on it though as I still believe the potential is there. EDIT was the only other loser, but I knew I would have to be patient with that one. There is tremendous potential for the CRSPR technology they have developed, but it will likely take years for the technology to mature and make a market. The bottom line is that I am not ready to prune any of these stocks from my portfolio. I’m happy with the overall performance. I have a number of additional stocks in my portfolio, most of which I held prior to December 28th, 2018 (I have added a few since). If you’re interested, here are the additional stocks I currently hold in my long term portfolio:
    ABMD, APPN, BIDU, BRK/B, CGNX, GH, MELI, NTNX, PANW, ROKU, SFIX, SHOP, TCEHY, TREX, TTWO, VEEV, ZEN


    Good luck in your trading and investing.

  10. #70
    Join Date
    Oct 2003
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    Hamilton MA
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    1,887

    Default

    Impressive results by any measure.

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