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I have 23 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. #111
    Join Date
    Jun 2009
    Location
    Earth (Mostly)
    Posts
    325

    Default

    Added a few more positions to be fully invested again.

    My current holdings are:


    AAPL, AAXN, ABMD, AMZN, ANET, APPN (This one somehow got omitted previously), AYX, BIDU, EDIT, FSLY (This is new), GH, IIPR, ISRG, LYV, MDB, MELI, MTCH, NVCR (This is new), NVDA, OKTA, PANW, ROKU, RVLV, SFIX, SHOP, TDOC, TEAM, TREX, TTD, TTWO, TWLO, VEEV, ZEN

    Hereís my updated LT watch list, to which I have added a few stocks. Iím done with my bulk buying for now and will probably just pick up a few these here and there:


    BRK/B, CGNX, CRSP, CRWD, DOCU, FB, FICO, IIVI, LITE, MA, MASI, NEE, NTNX, SNPS, ZM, ZS

    Also, I had been sitting on the sidelines for the last couple of Mr. Market trades because I didnít like the market, but I joined ESNT and PAYC today.

    Bold - Write Up Available

  2. #112
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    1,919

    Default

    Good list.

  3. #113
    Join Date
    Nov 2003
    Location
    ohio
    Posts
    8,894

    Default

    My current best holdings in order: PGR, MA, CE, ABR, AMZN, ECL

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

  4. #114
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    1,919

    Default

    MSFT has done well, STOR.
    Last edited by Louetta; 09-12-2019 at 01:05 PM. Reason: Deleted CRK. Not long-term.

  5. #115
    Join Date
    Jun 2009
    Location
    Earth (Mostly)
    Posts
    325

    Default

    I took a half position in CRWD today. This is a fairly recent IPO and is in a very competitive space, but I like their technology and story. I also like and had previously owned competitor ZS. ZS has taken a pounding recently, but the silver lining is that it looks attractive at this valuation. If I can convince myself that there is still a growth story there, I will take a 1/2 position in ZS too as a hedge.

    I also took a 1/2 position in FICO. Itís not a burner, but itís a steady earner and you need a few of those, e.g. like MA or V, in your portfolio.

    Iíd really like to get back into DOCU and MA, but I am looking for the right entry.

    Also, Iím adding OLLI and WIX to my watchlist.

    LT Holdings:
    AAPL, AAXN, ABMD, AMZN, ANET, APPN, AYX, BIDU, CRWD, EDIT, FICO, FSLY, GH, IIPR, ISRG, LYV, MDB, MELI, MTCH, NVCR, NVDA, OKTA, PANW, ROKU, RVLV, SFIX, SHOP, TDOC, TEAM, TREX, TTD, TTWO, TWLO, VEEV, ZEN

    LT Watchlist:
    BRK/B, CGNX, CRSP, DOCU, FB, IIVI, LITE, MA, MASI, NEE, NTNX, OLLI, SNPS, WIX, ZM, ZS
    Last edited by BlueWolf; 09-17-2019 at 11:59 AM.

  6. #116
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    1,919

    Default

    Off to a good start in CRWD and FICO.

  7. #117
    Join Date
    Jun 2009
    Location
    Earth (Mostly)
    Posts
    325

    Default

    Added 1/2 positions in ZM and ZS.

    LT Holdings:
    AAPL, AAXN, ABMD, AMZN, ANET, APPN, AYX, BIDU, CRWD, EDIT, FICO, FSLY, GH, IIPR, ISRG, LYV, MDB, MELI, MTCH, NVCR, NVDA, OKTA, PANW, ROKU, RVLV, SFIX, SHOP, TDOC, TEAM, TREX, TTD, TTWO, TWLO, VEEV, ZEN, ZM, ZS

    LT Watchlist:
    BRK/B, CGNX, CRSP, DOCU, FB, IIVI, LITE, MA, MASI, NEE, NTNX, OLLI, SNPS, WIX

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