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I have 32 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. #1

    Default SIVB Sold ==> $$$MR. MARKET$$$ Did it again!

    Some of you may scratch your head and say ďThose boys from Pennsylvania just ainít rightĒ. Well, thereís nothing at all wrong about 32 consecutive stock picks of 15% or better. Thatís right my friends, today I sold SIVB at 633.33. Thatís a 15.5% gain over my purchase price of 548.33. Thatís a 15.5% gain in less than 5 weeks. Thatís a 166% annualized gain! Wow Wow Wow. Over the same period, the S&P 500 gained less than 1%. Loser loser loser! The market has to put an ďLĒ on its head because $$$MR. MARKET$$$ crushed it once again!

    Did you buy SIVB? You? YOU? YOU?

    Do you have 32 consecutive profitable trades of 15% or better? You? You?? YOU??

    I am HUGE! Bring me your finest meats and cheeses! Build me a temple!!

    How HUGE is $$$MR. MARKET$$$?

    • His feet donít get blisters, but his shoes do.
    • He once went to the psychic, to warn her.
    • Panhandlers give him money.
    • When he goes to Spain, he chases the bulls.


    If you want to see another stock pick, it would be AWESOME if you could respond to this thread or this email. So letís hear itÖjust how much do you LOVE $$$MR. MARKET$$$?

    I am HUGE!
    $$$MR. MARKET$$$

    ================================================== ==================================
    08-20-2021, 09:42 AM
    SIVB ==> The Shark Week Winner
    Back in the day, they used to call California the Gold Coast. More recently they have called it Silicon Valley. They donít really make silicon there anymore, instead its all the tech companies like Google, Facebook and Apple. Having said that, no matter what you call these companies, they all need money. What could be a better source of money than a bank made of silicon! You might remember the Star Trek episode where the Horta was made of Silicon. No Kill I.




    Today I bought stock in Silicon Valley Bank (SIVB) at 548.33. I will sell it in 4 Ė 6 weeks at 633.33. Hereís why I like SIVB:

    At the end of the day, this company is a pure earnings machine. Thriving innovation markets and strong execution continue to drive its extraordinary growth. Itís amazing that a bank of this size can continue to grow at this pace.


    Total client funds reached $329B (+73% YoY) as accelerated VC investment and continued strong public fundraising and exits fueled client liquidity.
    Robust 8% QoQ loan growth supported by strong PE investment activity and borrowing by technology and life science/healthcare clients
    Accelerated investments to advance strategic priorities given significant outperformance and compelling long-term growth opportunity
    Closed acquisition of Boston Private on 7/1/21 to grow private banking and wealth management business


    SVB Financial Group, a diversified financial services company, provides various banking and financial products and services. The company operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Leerink. It operates through 30 offices in the United States; and offices in Canada, the United Kingdom, Israel, Germany, Denmark, India, Hong Kong, and China. SVB Financial Group was founded in 1983 and is headquartered in Santa Clara, California.

    If you compare SIVB with its regional bank competitors, it makes all of them look like its girlfriend. SIVB posted a HUGE fourth quarter and obliterated ANAL-yst expectations. Net interest income outperformed on surging loan and earning asset growth and the bank recognized significant investment gains. Earning assets and deposits grew by more than 50% on a year-over-year basis, and SVB management is looking for loan growth "in the mid-20%s" in 2021. Any way you slice it, it was a very strong quarter.

    If you look at all of Silicon Valleyís primary lending markets, this bank has an over 50% share in these areas. It is the 800 lb gorilla. Thatís insane when you consider the number of players in this space. If you ask Mark Zuckerberg (you know the guy who looks like Data on Star Trek) which bank is his favorite, he would turn to SIVB because it is the bank of choice for tech/life science companies. This is why this bank separates itself from the rest of the lenders. Itís the techÖtechÖtech. Look back over the last decade and look at what companies are growing like crazyÖthatís rightÖtech tech tech. Because of this, SIVB stock is up 131% in the last 12 months. Thatís not at all bad for a company with a PE of only 16. Thatís right, this behemoth bank is growing like a baby tech but its valuation is cheap cheap cheap. Venture Capital investments rose 13% in 2020, and this lending company resides in the petri dish of tech companies who beg for VC money every day. SIVB is going to have over 2 billion dollars in PE and VC investments this year, up from 1.7 billion last year. Globally, there is over 277 billion dollars of VC capital waiting to be deployed and over 1.3 TRILLION dollars of PE money. This is rocket fuel for the tech companies that SIVB will have as clients (or already has!). Their vision is to be the most sought-after digital-age partner helping innovators, enterprises and investors move bold ideas forward fast. I love it! What a big ass goal. The strong PE investment and borrowing by technology and life science/healthcare clients continued to drive robust loan growth and they expect FYí21 average loan % growth in the mid 30s!

    How can you argue with 51% year on year growth in average earning assets and 54% growth in average deposits??? Itís cray cray. But why would anyone expect anything different. 88% of assets are in high-quality investments and low credit loss experience lending. If you look back over the last 10 years the company has consistently seen 20% annual growth.

    They have provided their customers with

    End-to-end digital banking

    ē Technology platform upgrades
    ē Strategic partnerships to accelerate product delivery

    As long as interest rates stay low, PE companies will continue to invest in tech and SIVB will continue to nurture this growing space with its lending capital. And you know what? They are well-positioned for rising interest rates as well, if that ever happens to tamp down inflation. Either way, the client conga line will continue and this will go on for a while, since Private Equity is loaded with dry powder waiting to be deployed. Last quarter, loans were 13% higher than projected and deposits were 17% higher. This is double digit growth for a behemoth size financial institution. They are averaging 10% client growth every year. Very impressive.
    The Boston Private acquisition will bring a rock solid and very profitable wealth management and private banking business to Silicon Valley. With their free cash flow, this is an area that they can really expand and enrich.

    Return on Equity for the first half of this year has been 24%, compared to 14% among its peers. SIVB laughs like Brutus the Barber Beefcake at its competition. The investments that the company has made to enhance and diversify their business have helped drive earnings through rate and economic cycles. The multifaceted capital deployment has immunized this company from any specific market based calamity. In other words, Silicon Valley Bank is a safe bet. They have a looooooong track record of strong underwriting and resilient credit performance. The company is raising their FYí21 growth outlook as economic conditions improve and strong tailwinds continue to support the innovation economy. Their flexible liquidity management strategy supports strong, profitable growth. This increased growth outlook provides opportunity to accelerate investments to drive and support long-term growth!

    So you donít have to go to Vero Beach to get your silicon. You can get it right in the stock market with the SIVB ticker. With the quatloops you make on this investment, youíll be able to hang with the Titans when they crash Vegas this fall. Jaaa Jaaa jaaa Jaaa!

    I am HUGE!

    $$$MR. MARKET$$$
    Last edited by mrmarket; 10-05-2021 at 08:34 PM.
    =============================

    I am HUGE! Bring me your finest meats and cheeses.

    - $$$MR. MARKET$$$

  2. #2
    Join Date
    Sep 2003
    Posts
    4,938

    Default

    Congrats on winner #32 and thanks for this most excellent pick, $$MM!!! Why yes, I did buy it, and yes I do have 32 winners in a row thanks to you.... so thanks again and again (x32) $$MM!!

    YOU ARE HUUUUUUUUUUUUUUGGGGGGGGGGGGEEEEEEEEE!!!!!

  3. #3
    Join Date
    Jun 2009
    Location
    Earth (Mostly)
    Posts
    797

    Default

    Great pick, Mr. Market!

  4. #4
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    2,144

    Default

    Good work, Ernesto.

  5. #5
    Join Date
    Jun 2009
    Location
    NJ
    Posts
    589

    Default

    I LOVED this pick and reiterate how HUGE Mr. Market is.
    This has been a rough year for most, so I anxiously await your next pick, PLEASE!
    Keep on keepin' on!

  6. #6
    Join Date
    Nov 2011
    Posts
    3,650

    Default

    Mr Market Thanx for the great pick .....hopefully you will gift us with another winner soon ! Stay Well!

  7. #7
    Join Date
    Oct 2003
    Location
    Hamilton MA
    Posts
    2,144

    Default

    "When he goes to Spain, he chases the bulls."

    He went to the Virgin Islands and now .....

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