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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. #131
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    I've been staring at ETSY data for the last 1/2 hour and really can't convince myself it's a buy. It's a loverly idea but the downward trend in the price has been so severe and I can't quite see a reason for a turnaround. Presumably they'd have to beat their guidance which is 33% or so for revenue. That's a healthy increase as it is. Methinks there's better candidates but I do keep seeing people say that after the sell-off this is a good entry point. I thought the same thing with RVLV (and CRON).

  2. #132
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    Quote Originally Posted by Louetta View Post
    I've been staring at ETSY data for the last 1/2 hour and really can't convince myself it's a buy. It's a loverly idea but the downward trend in the price has been so severe and I can't quite see a reason for a turnaround. Presumably they'd have to beat their guidance which is 33% or so for revenue. That's a healthy increase as it is. Methinks there's better candidates but I do keep seeing people say that after the sell-off this is a good entry point. I thought the same thing with RVLV (and CRON).
    I really liked RVLV, and still do to some extent even though theyíre not on my LT watch list right now. I didnít like the way it was trending, however, and closed my position. Iím interested on ETSY for the potential. Theyíre revenue story has been exceptional. They got punished in August and then again at the end of November. The reasons for the August hit were a little subtle, but the October hit was because of a drop in quarterly revenue. Still, for the full year, revenue is expected to grow 30+% YoY, and their forward guidance is still strong. I agree that the trend doesnít look that great here for an entry, but I do think it is becoming fairly valued, which for a growth stock, is compelling (usually they are somewhat overvalued). Iím lousy at calling bottoms, but I will keep an eye on this one and if it starts trending up, I might jump in.

  3. #133
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    I opened a position in DDOG today. This is a recent IPO, so itís speculative, but I like the product and their growth story. They doubled revenue from 2017 to 2018, and theyíre on track to increase revenue by another 50% this year. The primary risk here is that theyíre in a very competitive space. I thought Iíd take a shot, although my track record for recent IPOs hasnít been too good. ☹️

    Here are my current holdings plus my long term watchlist.

    Current LT positions:
    AAPL, AAXN, ABMD, AMZN, APPN, AYX, BIDU, CGNX, DDOG, DOCU,EDIT,EEFT, EPAM, ESTC, FB, FICO, GH, INSP, ISRG,LYV, MA, MDB,MELI,MTCH,NTNX, NVCR, NVDA, OKTA, OLLI, PANW, ROKU, SFIX, SHOP, SMAR, TDOC, TEAM, TREX, TTD, TTWO, TWLO, VEEV, WIX, ZEN, ZM, ZS

    Current LT Candidates:
    ADSK, AMT, APPF, BRK/B, CRM, CRSP, ETSY, GOOG, HUBS, KNSL, LITE, LOB, LOPE, MASI, MSFT, NEE, NOW, PYPL, QTWO, RGEN, SNPS, SPLK, WD, WDAY, WORK


    1. Underlined = I have previously provided a write up in this thread
    2. Bold - New Stock


  4. #134
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    Thank you for the update. Good day for your stuff. DDOG doing well. Even RVLV is up today though I can't see any news.

  5. #135
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    Ooooo! Cramer just said buy RVLV now!

  6. #136
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    My long term list: CE, MA, ABR, AMZN, PMT, ECL, FAX, CLF. Some are for long term dividend accumulation rather than price appreciation as divs. are all being reinvested.

    ----------------Billy

  7. #137
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    FAX is very interesting, Billy. I certainly don't have anything like it. Reasonable entry point. Have to start paying more attention to Asian Squawk Box.

  8. #138
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    Quote Originally Posted by Louetta View Post
    Ooooo! Cramer just said buy RVLV now!
    I closed my RVLV position a while back. I came to the conclusion it was too early for that one. Since I closed it, it has dropped an additional $6+ or about 28%. I like what the company is doing and still see a lot of potential there, but IPOs are notoriously difficult to time as far as entries go. Maybe I should add it back to my LT watch list.

  9. #139
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    Quote Originally Posted by BlueWolf View Post
    I closed my RVLV position a while back. I came to the conclusion it was too early for that one. Since I closed it, it has dropped an additional $6+ or about 28%. I like what the company is doing and still see a lot of potential there, but IPOs are notoriously difficult to time as far as entries go. Maybe I should add it back to my LT watch list.
    RVLV stock has definitely done poorly. In addition to the general running from IPOs, in RVLV's first 10Q after the IPO (quarter ended June 30, filed 8/12/19 I think) they took a humoungous charge for shares owed to early investors which were promised to be delivered when RVLV IPOed (it's in the S-1, which I did not read). That, I think, truly is a one-timer. Other than that they are doing OK, methinks. Anyway, I have a LEAP of Jan. 2022. We'll see.

  10. #140
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    Quote Originally Posted by Louetta View Post
    FAX is very interesting, Billy. I certainly don't have anything like it. Reasonable entry point. Have to start paying more attention to Asian Squawk Box.
    Louetta, Despite the "Asia" in the FAX symbol, 6 of its top 7 holdings are in Australian bonds.

    https://finance.yahoo.com/news/asia-...100000957.html

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

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