INTO DSKY

1,336 views

The Asian theme is still working incredibly well here, even on a day like today.

When you can find rotations like this away from the market current, it obviously helps you smile on days like this.

I still think this theme lasts well into the summer, so find a China stock that is beaten down today: $JMEI, $ATHM, $BABA, $NQ, $LEJU, $JMEI, $EJ, $TEDU, and $XUE.

These stocks are either down, or have not yet participated by my standards.

I’ll pick one or two of these up later today.

OA

HELLO?

2,414 views

I see you’ve mostly left me here alone for the weekend.

Incredible run, again, this week. Big moves, big gains, big long weekend to relax.

I posted a small sample of our watchlist and market analysis for the upcoming week. We’ll connect again on Tuesday to start picking up where we left off.

Enjoy the time off, thanks for the ideas passed around.

OA

SHOUT OUT TO THEM BURRITOS

1,036 views

We’ve completely decimated this group of stocks in the last 2 months. These explosive moves have helped me to mend most of my wounds from last year.

MOMO, CMCM, JMEI, BABA, SFUN, YY, QIHU, VIPS, SINA, BITA, DSKY, WB and almost DANG had my broker not led me astray on when they report.

I love this trend to buy weakness in these all through the summer, but as these stocks are a little cooked here, this makes way for the next rotation to take place towards the end of this month.

Our other themes, cyber security and software still look amazing, but I am hunting for the next opportunity. It may be time for some solar names to make the next push.

More later,

OA

RECORDING

1,597 views

Watchlist: OCN, JOY, CYBR, SPLK, MBLY, WDAY, PCLN, STX, BITA, SINA, SOHU, EBAY, ARMH, TUBE, TRUE, VIPS, GRMN, MSFT, VMW, Z

OA FRAUD BUY: VIPS

805 views

China names are hot. So hot that one might do their best to knock down a totally legit company as to buy it on the cheap.

I picked up some Jun1 weekly calls on this, as I think you see a nice snap back in the name.

Our theme earlier this week was to look for sell offs in the China names to locate dip buys. Our list was QIHU, SFUN, TEDU, VIPS and LEJU. This theme is working pretty well, so I am going to stick my hand into the fire here on this bullshit selloff in $VIPS.

OA

OA Buy: $BLOX

2,185 views

Volume pocket trade. Long some June calls.

bloxpocket

If you want to follow with shares, you can keep the stop pretty tight here.

OA

INTO DSKY

1,336 views

The Asian theme is still working incredibly well here, even on a day like today.

When you can find rotations like this away from the market current, it obviously helps you smile on days like this.

I still think this theme lasts well into the summer, so find a China stock that is beaten down today: $JMEI, $ATHM, $BABA, $NQ, $LEJU, $JMEI, $EJ, $TEDU, and $XUE.

These stocks are either down, or have not yet participated by my standards.

I’ll pick one or two of these up later today.

OA

HELLO?

2,414 views

I see you’ve mostly left me here alone for the weekend.

Incredible run, again, this week. Big moves, big gains, big long weekend to relax.

I posted a small sample of our watchlist and market analysis for the upcoming week. We’ll connect again on Tuesday to start picking up where we left off.

Enjoy the time off, thanks for the ideas passed around.

OA

SHOUT OUT TO THEM BURRITOS

1,036 views

We’ve completely decimated this group of stocks in the last 2 months. These explosive moves have helped me to mend most of my wounds from last year.

MOMO, CMCM, JMEI, BABA, SFUN, YY, QIHU, VIPS, SINA, BITA, DSKY, WB and almost DANG had my broker not led me astray on when they report.

I love this trend to buy weakness in these all through the summer, but as these stocks are a little cooked here, this makes way for the next rotation to take place towards the end of this month.

Our other themes, cyber security and software still look amazing, but I am hunting for the next opportunity. It may be time for some solar names to make the next push.

More later,

OA

RECORDING

1,597 views

Watchlist: OCN, JOY, CYBR, SPLK, MBLY, WDAY, PCLN, STX, BITA, SINA, SOHU, EBAY, ARMH, TUBE, TRUE, VIPS, GRMN, MSFT, VMW, Z

OA FRAUD BUY: VIPS

805 views

China names are hot. So hot that one might do their best to knock down a totally legit company as to buy it on the cheap.

I picked up some Jun1 weekly calls on this, as I think you see a nice snap back in the name.

Our theme earlier this week was to look for sell offs in the China names to locate dip buys. Our list was QIHU, SFUN, TEDU, VIPS and LEJU. This theme is working pretty well, so I am going to stick my hand into the fire here on this bullshit selloff in $VIPS.

OA

OA Buy: $BLOX

2,185 views

Volume pocket trade. Long some June calls.

bloxpocket

If you want to follow with shares, you can keep the stop pretty tight here.

OA