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I have 26 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. #251
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    Thanks, Louetta. Itís actually easier to provide the information in the tabular form since I naturally keep it that way.

  2. #252
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    I realize not everyone is enamoured of Jim Cramer but his top ten performers on his COVID-19 index are Peloton, Moderna, Livongo, Everbridge, Coupa Software, Dexrom, Cloudface, Square, Masimo, Beyond Meat.

  3. #253
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    Quote Originally Posted by Louetta View Post
    I realize not everyone is enamoured of Jim Cramer but his top ten performers on his COVID-19 index are Peloton, Moderna, Livongo, Everbridge, Coupa Software, Dexrom, Cloudface, Square, Masimo, Beyond Meat.
    Some interesting stocks on that list. Iíve seen other touts of Peleton (PTON), but I remain skeptical. Moderna (MRNA) is an interesting pick, but the ideal time to get in that one would have been while it was in that base between $45 and $50. Youíre also betting on the fact that they will actually produce a COVID-19 vaccine. Assuming they do, it wonít really affect the bottom line for quite some time. I really like Livongo (LVGO) and I wish I was sitting on a full position right now instead of half. I re-bought around $40, and itís jinked up quite a bit from that. If not for that, I would go ahead and add another 1/2 position. I still might. Coupa (COUP) is a good solid pick, and I probably should add that to one of my watch lists. Everbridge (EVBG) has been on my watch lists (and still is) for a long time, but I have never pulled the trigger. Square (SQ) is a solid pick as is Masimo (MASI). Both of those have been on my watch lists for a while. Beyond Meat (BYND) is intriguing, and could be a homerun stock, but there is big risk there as they have a couple of major competitors jockeying with them for the dominant position in the world of meatlessness. By Dexrom, I assume you meant Dexcom (DXCM). They are another solid pick operating in the diabetes medical space in which a few other stocks I watch compete. I also assume you meant Cloudfare (NET) when you wrote Cloudface. That is one was that was off my radar, but that is very interesting to me now that you mentioned it. Iím going to look into it more. Thanks for posting this.
    Last edited by BlueWolf; 05-11-2020 at 10:43 PM.

  4. #254
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    Sorry about the typos.

    I have a bad attitude about SQ. It was my pick in last year's stock picking contest and did nothing in all of 2019. Of course this is this year and the world has changed.

    As a confirmed gym rat I have never had confidence in PTON. I do not spin but I can't get it out of my head that a big part of the spinning experience is going to the gym, setting up your favorite bike, talking to other spinners and screaming thru the workout. Of course the world has changed and it's an ideal way to avoid germ filled gyms and has done very well.

    Speaking of germ-filled gyms, look at the chart of CLUB, Town Sports International which owns the gym I go to (when I could). They are facing bankruptcy in November and the chart is breath taking. Planet Fitness (PLNT) is at least hanging in.

    I have relatives who are now taking their yoga classes on Zoom, good for ZM and, I suppose, any company that offers home exercise classes. I do not know how to invest (except via ZM) but this is very attractive for many who fear the gym germs (when you lift all you do is go about touching stuff other people have just touched), who have mobility issues, don't want to go out in winter or who are embarrassed to go to the facility (why they have women's only rooms). Got to be a way to make money off this.

    Running outside is still relatively germ free and popular. I just bought a Garmin watch (GRMN), the cheapest ($100) they sell, and a pair of Brooks shoes ($125). Brooks is owned by Berkshire Hathaway (BRK.A or B) which is a good company though running shoes are not their primary focus. But they do support Desi Linden who won Boston in 2018 so they must be good shoes.

    Also, I do not think the recovery will be a V or W or L or Q but rather a swoosh, best exampled by the Nike (NKE) emblem. NKE is another stock Cramer is touting. This is a serious suggestion. Even after people go back to work they will have to use their money to pay bills, not to go out and shop. Could be a long haul.
    Last edited by Louetta; 05-12-2020 at 08:58 AM.

  5. #255
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    Quote Originally Posted by Louetta View Post
    I have a bad attitude about SQ. It was my pick in last year's stock picking contest and did nothing in all of 2019. Of course this is this year and the world has changed.
    Yeah, I held SQ for a while last year and it disappointed me too. Still, I look at their business and the market they are serving and I am convinced there is still a lot of upside there. Itíll stay on my watchlists for now.

    Quote Originally Posted by Louetta View Post
    Speaking of germ-filled gyms, look at the chart of CLUB, Town Sports International which owns the gym I go to (when I could). They are facing bankruptcy in November and the chart is breath taking. Planet Fitness (PLNT) is at least hanging in.
    OMG, CLUB. I would say that they took the COVID-19 lockdown hard, but I think that was just the final straw. They started tanking in 2018 and never stopped. Something is wrong with management at that company.

    Overall, I feel like the health and fitness industry is on the verge of some major changes due to technology. New technologies like Mirror are going to send out shockwaves. I think one thing that Peloton has right is their effort to virtually socialize fitness training with their online live courses. You are spot on when you point out that use of home equipment takes away the social experience of going to the gym. I think the equipment makers can address this a little with the right technology. They need to build Zoom like capabilities into their equipment. One thing I think home equipment manufacturers are missing, however, is the personalization angle. I think everybody would love a personal trainer. The Mirror starts to bring that into the equation, but thatís a direction I think can really grow the industry. Imagine having a AI-based personal trainer or physical therapist built right into your equipment.

    And yes, weíre in it for the long haul now. There is going to be a shock factor when the economic numbers start coming out, although I was surprised that the market rallied last week after some pretty dismal unemployment numbers were released. I believe that itís inevitable that we are heading into a recession soon. All we can do is hold on and watch our investments closely. I donít want to get caught in another round of panic selling, so I will start closing positions to lock in profits as soon as I see signs of trouble.
    Last edited by BlueWolf; 05-12-2020 at 09:50 PM.

  6. #256
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    Cramer's entire COVID-19 list. He's not saying to buy at this level but if there is a pull-back and one wants to put some money to work these would be good ideas.


    Beverages: PepsiCo Boston Beer

    Cloud software: Salesforce.com Adobe Zoom Video RingCentral Slack
    CrowdStrike Okta Zscaler Cloudflare Coupa Software DocuSign
    Everbridge Veeva Systems

    Consumer packaged goods: Clorox Colgate-Palmolive Kimberly-Clark Procter & Gamble

    E-commerce: Chewy EBay Shopify Prologis

    Financials: MarketAxess Tradeweb Square PayPal

    Video games: Activision Blizzard Electronic Arts Take-Two Interactive

    Home entertainment: Netflix Roku Snap Spotify Akamai Technologies The Trade Desk

    Health care: Abbott Laboratories AbbVie Centene UnitedHealth Group
    Gilead Sciences Regeneron Sanofi Danaher Masimo Thermo Fisher
    Eli Lilly Baxter Becton Dickinson DexCom GlaxoSmithKline
    Johnson & Johnson Perrigo Pfizer ResMed Zoetis

    Mega-cap technology: Alphabet Amazon Apple Microsoft

    Samll-cap tech: Citrix Systems Logitech

    Packaged food: Campbell Soup Conagra General Mills Hormel J M Smucker Kellogg
    McCormick Mondelez

    REITs: American Tower Crown Castle CoreSite Realty Digital Realty Equinix

    Restaurant survivors: Chipotle Dominoís Pizza Wingstop

    Retail survivors: Costco Walmart Dollar General Home Depot

    Semiconductors: Advanced Micro Devices Nvidia Marvell Technology

    Safety stocks: Dominion Energy NextEra Energy Verizon

    ĎExoticsí: BioNTech Inovio Moderna Livongo Teladoc Health Barrick Gold Beyond Meat
    Freshpet Inseego Owens & Minor Peloton

  7. #257
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    Doing some repositioning and purging today.

  8. #258
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    I have more cash now than I have had in many moons. Can't get it out of my head that the 2nd quarter will be an earnings disaster (but of course not for everybody, e.g. ZM, PTON, etc.) and the reopening will be long and difficult. Some studies see unemployment still up at 11% at Christmas and 7% at Christmas in 2021.

  9. #259
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    Quote Originally Posted by Louetta View Post
    I have more cash now than I have had in many moons. Can't get it out of my head that the 2nd quarter will be an earnings disaster (but of course not for everybody, e.g. ZM, PTON, etc.) and the reopening will be long and difficult. Some studies see unemployment still up at 11% at Christmas and 7% at Christmas in 2021.
    Iím with you, Louetta. I did some more selling today and now I am about 71% cash. Iím not sure exactly when it will start happening, but it sure seems like, sooner or later, the market is going to experience a second way of COVID-19 selling. If it were a movie, it would be a sequel titled ďCOVID-19: The Aftermath.Ē Maybe Iím wrong about this. Maybe, by some miracle, the market will shrug off the bad economic numbers and earnings that are about to hit because itís already priced in. I kind of doubt that, but if thatís true, I will simply have to start re-building my long term positions. If itís not true, and another big correction is coming, I am going to try and keep my powder dry for the big buying opportunities that will manifest themselves. Iíll keep doing my day trading (I havenít been day trading all that much), but for the time being, instead of buy and hold investing I will be doing a lot of short term swing trading. This stuff is down right nerve-racking.

  10. #260
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    I used to hold 25 different stocks. Down to 5 now , 4 good dividend payers and MA that pays a small div. I've owned these off and on for many years and track their charts closely. The other 4 are CIVB, FAX, HQL, and OKE. I've set low ball entry points at which I add partial positions, when they rise I don't trade just waiting for another dip. My average cost per stockj remains rather low and I'm only looking at small losses even with a correction. Until this COVID crises settles I'm being very conservative and also mostly in cash.

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

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