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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. #101
    Join Date
    Oct 2003
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    Hamilton MA
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    BYND down below $200 after announcing a secondary. Hasn't been that low since.....well, last Wednesday. (Also a 287% increase in Q2 revenue.)

  2. #102
    Join Date
    Oct 2003
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    Hamilton MA
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    Quote Originally Posted by BlueWolf View Post
    Read the first 10 pages (summary) of the RVLV S-1. Itís very impressive.

    https://www.sec.gov/Archives/edgar/d...669074ds1a.htm
    Bought a 1/2 position ($26.1367) on today's 6 month earnings report. I interpret increases in sales, etc., as decent but not the kind of outrageous stuff people often demand in what they perceive to be a growth stock. Still like the influencer strategy and the variety of brands and what I think are relatively modest sums spent on marketing. Having recently been one, I can see youngish girls heading there to pick up the latest stuff without ever having to head to the mall. Must admit if the company was making widgets I most likely would never have looked twice at it.

    P.S Currently about 75% of the IPO price and 55% of the high.
    Last edited by Louetta; 08-09-2019 at 02:05 PM. Reason: Add a PS

  3. #103
    Join Date
    Jun 2009
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    Earth (Mostly)
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    Good luck with it, Louetta. This looks like it could be a really good entry here. I may have to free up some cash to grab some shares at these discounted prices. Iím still bullish on the company as are the analysts apparently (they are maintaining a buy/outperform rating).

    I have a few underperformers in my long term portfolio, and I have been thinking about selling them so I can move the cash into some new stocks. In addition to RVLV, some stocks on my radar for possible long term buys include CRSP, CWBHF, FICO, IIVI, LITE, MASI, NVTA, and RDFN.

  4. #104
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    Jun 2009
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    I just joined you in RVLV. Sold off my NTNX. I think NTNX will make a comeback once itís move to a subscription model starts bearing fruit, but Iím tired of waiting. Itís been a weed in the middle of a bunch of roses, so itís time to do a little cultivation.

    Iím adding RVLV to my ďlong term favoritesĒ stock list that I started in December. This list now includes:
    AAPL, AAXN, AMZN, ANET, AYX, DOCU, EDIT, FB, IIPR, ISRG, LYV, MTCH, MA, MDB, NVDA, OKTA, RVLV, TDOC, TEAM, TTD, TWLO
    Bold = Write up available

    Other stocks in which I have a position: ABMD, APPN, BIDU, BRK/B, CGNX, GH, MELI, PANW, ROKU, SFIX, SHOP, TREX, TTWO, VEEV, ZEN, ZM

  5. #105
    Join Date
    Oct 2003
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    Hamilton MA
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    Don't see any news which would account for the drop in TTD today (Monday). In fact Citi or somebody raised their price target.

  6. #106
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    Jun 2009
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    The analyst that raised the price target also said that he was concerned about deceleration in revenue at TTD. I think that his notes combined with the general uneasiness in the market right now is putting pressure on TTD. Iím very nervous about the market myself.

  7. #107
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    Jun 2009
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    I went to cash today meaning I have no open positions. I am posting an update on my long term portfolio performance to reflect this. I plan to rebuild positions in most, if not all of these stocks when market conditions seem right to me. For now, I felt it was time to lock in some profit as I see a storm approaching. Hereís the updated performance list.


    Stock Opened Closed Purchase
    Price
    Current/ Closing % Gain/Loss
    AAPL 12/28/2018 8/14/19 $157.50 $204.31 29.72%
    AAXN 12/28/2018 8/14/19 $43.04 $57.65 33.95%
    AMZN 12/28/2018 8/14/19 $1,473.35 $1,773.62 20.38%
    ANET 12/28/2018 8/14/19 $207.78 $221.38 6.55%
    AYX 12/28/2018 8/14/19 $60.18 $130.57 116.97%
    DATA 12/28/2018 6/10/19 $120.53 $171.43 42.23%
    DOCU 12/28/2018 8/14/19 $40.99 $43.80 6.86%
    EDIT 12/28/2018 8/14/19 $20.65 $24.87 20.44%
    FB 12/28/2018 8/14/19 $135.34 $182.69 34.99%
    IIPR 07/10/2019 8/14/19 $133.77 $106.99 -20.02%
    ISRG 12/28/2018 8/14/19 $472.12 $506.88 7.36%
    LYV 12/28/2018 8/14/19 $49.08 $69.88 42.38%
    MA 12/28/2018 8/14/19 $189.71 $268.61 41.59%
    MDB 12/28/2018 8/14/19 $83.45 $141.00 68.96%
    MTCH 12/28/2018 8/14/19 $42.62 $78.76 84.80%
    NVDA 12/28/2018 8/14/19 $132.00 $150.81 14.25%
    OKTA 12/28/2018 8/14/19 $62.75 $125.80 100.48%
    RVLV 08/09/2019 8/14/19 $26.18 $23.04 -11.99%
    SQ 12/28/2018 6/11/19 $56.70 $71.20 25.57%
    TDOC 12/28/2018 8/14/19 $48.76 $61.15 25.41%
    TEAM 12/01/2818 8/14/19 $88.21 $141.50 60.41%
    TTD 12/28/2018 8/14/19 $115.12 $252.32 119.18%
    TWLO 12/28/2018 8/14/19 $88.00 $124.00 40.91%
    ZS 07/15/2019 8/14/19 $82.44 $80.65 -2.17%



    Overall Gain 39.53%
    S&P (Since 12/28/201
    2,498.77 2,840.60 13.68%

    = Closed Position



  8. #108
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    Jun 2009
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    Just a heads up. Apple (AAPL) will be holding a Special Events meeting tomorrow, Sept 10, 2019. They will be rolling out a number of new products probably including the iPhone 11 lineup and the Apple Watch 5. There is also the possibility that they will rollout the new iPad lineup, but that will probably not happen until October. There is also a rumor that they will be introducing a brand new product of some kind. One possibility is that it will be a Bluetooth finder similar to the Tile product. Another possibility is that it will be an over-the-ear Bluetooth headphone. Yet another possibility is that they are going to finally reveal their long rumored AR glasses. I think the chances of the last one are pretty small, but if true, it would be a colossal announcement. Stay tuned.

  9. #109
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    As I mentioned in my weekly market sentiment thread, I am starting to be convinced that my call of a major correction was probably off. In the end, you have to go with what the market actually tells you and not get married to what you believe it should do, and the signs are a little more bullish now. So, I started opening some positions, adding some last Thursday and then some yesterday and today. Iím not fully invested yet, as I am still a little apprehensive, but I am beginning to believe the market has a little more upside to it yet. As I see good entries, I will start rebuilding positions.

    My new current holdings are:

    AAPL, AAXN, ABMD, AMZN, ANET, BIDU, EDIT, LYV, MDB, NVDA, OKTA, PANW, SFIX, TDOC, TREX, TTWO

    In addition, I have high interest, i.e. will very likely open positions, in the following:

    AYX, BRK/B, CGNX (maybe), CRSP, DOCU, FB, GH, IIPR, ISRG, MA, MELI, MTCH, ROKU, RVLV (maybe), SHOP, TEAM, TTD, TWLO, VEEV, ZEN, ZM, ZS

    Bold - Write Up Available

  10. #110
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    Jun 2009
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    Earth (Mostly)
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    Added more positions today. Close to fully in. Dear market, PLEASE donít rollover now! Iíll add some write ups when I have a chance.

    My current holdings are:


    AAPL, AAXN, ABMD, AMZN, ANET, BIDU, EDIT, IIPR, ISRG, LYV, MDB, MELI, NVDA, OKTA, PANW, ROKU, RVLV, SFIX, SHOP, TDOC, TREX, TTWO, VEEV, ZEN

    Others on my LT watch list:


    AYX, BRK/B, CGNX (maybe), CRSP, DOCU (might have to bite the bullet and buy here before it runs away), FB, GH, MA, MTCH, TEAM, TTD, TWLO, ZM, ZS

    Bold - Write Up Available

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