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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. #91
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Default

    I bought XBI and GLD, along with some individual stocks.

    NTES ALXN REGN EA LOGI AAPL ABBV MSFT SNE

    Here is the screen for this week:

    EA PGR SNE ABBV WILC LOGI DG NVO CDNS NTES TER AAPL HRL REGN V MSFT DPZ VRTX

  2. #92
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Default

    Bought more EA AAPL and MSFT, AIA EEM WMT V and ABT. 19.48% invested. Together with QQQ and GLD positions 26.29%. So finally 25% invested.

  3. #93
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Default

    Weekend Dump: ABBV

    So I was a bit strict again with the criteria for the dump. I don't want a p/e above 20. I want consistent earnings and I want some price momentum. The only stock that passed this screen was AbbVie Inc. Maybe I'll buy more and place a trailing stop loss on it.

    The sentiment is getting kind of bearish. Short term trends are looking sideways - up. I'm wondering if CM, an old pick from last year is worth buying. The yield looks good at 15%. I can see where the bearish sentiment is coming from because I am a little weary after seeing the large drop then a large comeback on the chart together so quick. This creates fear of another large drop, especially after the 5% down day of a few weeks ago. In the meantime, until another 3-5% down day, the trend looks alright and I'll continue holding some positions. The trap I don't want to fall for is buying high p/e stocks and holding for the end of their rallies into somewhere with no hope for ever seeing previous highs. At least with a stock like CM it has a dividend (now 6% from last year's 4%) and earnings with a low p/e. I'm still not sure what caused the large drop. Is there something wrong with Canadian banks? The earnings look good, so I'm baffled. Maybe more people are switching to online banks? I know a few people who are going with pay apps and smaller online banks to do their banking. Is this the end for large banks? Surely people are still going to get their mortgages from larger banks, giving them income? Maybe I need to learn more about how banks work? lol.

    Anyways, I don't want to stray too far away from my screen. The last time I ventured heavily on the value aspect of stock picking, I picked something that didn't make any money, something that instead lost money while it's price collapsed. So I'll try to include these higher P/E stocks while they have momentum, and I'll try to ignore those stocks that look like a good value because of previous earnings.

    Higher P/E List: TSM LRCX LOGI DG VIPS NVO NTES CDNS BABA AAPL GOOGL KLAC REGN V MSFT ATVI ZTO TTWO ASML AVGO NFLX JD PYPL AMZN

  4. #94
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Default

    selling WMT ABT ALXN REGN. Looks like a good day so far.

  5. #95
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Default

    selling everything today on the up day. back to cash

  6. #96
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Default

    Buying AAPL MSFT LOGI. Going to try holding these for at least a year.

  7. #97
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Default

    Buying V DPZ SNE WMT EA GOOGL AMZN COST. Still holding AAPL MSFT LOGI. Looking to hold these until next week. Keeping a core position in apple, microsoft, and logitech.

  8. #98
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Thumbs up

    LGIH ACU NEM CNXN ODC EDUC SFM BBY JOUT ABBV SNE AMGN TSM DG WMT LOGI PEP TMUS EBAY CDNS ACN TSCO AAPL NTES CHD GOOGL BABA V MNST FB SPGI SSRM MSFT DPZ ZTO COST EA TTWO ISRG ADBE AMZN

    This week's list.

    Don't like the homebuilders as a group because of their debt and cyclical nature of their business. I'm skeptical on the chinese stocks. ASHR looks good since it's diversified among 300 chinese companies. Maybe some ASHR, NTES for semi-casual online video games, BABA for bulk online retail, and ZTO as "the chinese UPS/Fedex." Trying to stay away from smaller companies like online retailer CNXN and fishing products maker JOUT. The first company I really like is Sony SNE. They are diversified in video games, media, and financial segments. Abbvie ABBV looks good on paper. I don't like supporting companies that make drugs besides not understanding anything about the chemicals themselves. It's supposedly a good company that my friend(a first year oncologist) likes. So, I don't know. It has a 5% dividend and steady earnings. Maybe it looks good. I'll give it until the middle of next week to show some short-term momentum. How can I pick a drug-maker over Sony? Next is Amgen AMGN. Another drugmaker. I don't know how any of their products work. The momentum is failing on this one. Taiwan Semiconductor TSM is apparently a large, important company. I'm not sure what they do. The stock keeps going higher. Dollar General and Wal-Mart fall into a similar category in my mind. The DG stores are very efficient and I see them always busy. Wal-Mart is like a Mall. Give someone $500 and they will likely go spend it all on something they want. It's a good shopping experience for most. Logitech LOGI makes cheap(yet quality) computer hardware product. My mom buys them. I'm getting tired now, so maybe I'll take a break and finish later?

    Costco COST is fun. I've bought some items there and the bulk display definitely creates a sense of abundance. They are growing steadily. AAPL GOOGL BABA and MSFT are probably must-haves for large portfolios. BABA and MSFT look the best from an earnings growth standpoint. AAPL and GOOGL earnings look flattened out. As a stock-play, BABA looks a bit overly-hot. MSFT AAPL and GOOGL all have momentum going up. Electronic Arts EA and Take-Two Interactive TTWO make good video games. Their costs are low and their growth is okay. I like EA video games better. Domino's Pizza DPZ makes good pizza and side dishes. Never had a bad experience there. Growth looks nice and steady. ISRG makes cool surgical devices. Their growth looks choppy. Maybe it's better on a longer time frame. 2 years+ instead of 1 year holding time? My uncle is a graphic designer and he tells me about how Adobe ADBE requires users purchase their software again and again. Since it's the best out there, they do it. He's been telling me about it since 2011. The stock is much higher now. It's on my screen with a high P/e and momentum. Their earnings are steadily growing. Amazon.com AMZN has the highest p/e. I finally chose this after years and years because it has momentum. The earnings actually are kind of flat recently. I love their service. Visa V is a nice financial card company. Their earnings are growing. I prefer visa over mastercard.
    Last edited by antioch6; 07-10-2020 at 09:30 PM.

  9. #99
    Join Date
    Sep 2017
    Location
    Austria, Vienna
    Posts
    43

    Default

    Thank you very much for your deeper going thoughts (than 'only' listing the tickers) .
    Very much apprieciated
    Thx a lot!
    Best regards

  10. #100
    Join Date
    Apr 2013
    Location
    Florida
    Posts
    186

    Default

    Selling all stocks again on the up day. Looking back, I probably bought too late since I wasn't paying attention to the down markets during Corona Virus. Now everything seems back to normal and prices already reflect this. Oh well. Might be selling too early now, too.

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