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
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options or just stock for NQ? tough to get muddy water’d again at $3.82 right now. I like it.
I have been looking at CTRP.
O.T. ; any thoughts on CIEN ??
OT?
Off topic …seemed to me you were posting about China .
??????
SO hard to buy this late into a move.
No less than 8 China plays I really like. CHOP CHU CMGE HOLI JMEI TEDU VISN ZPIN
OA: Do you believe TWTR is still in aversion or did you dump it?
I own shares. Have been in this for a long time.
Cool,Thanks
I like WB for a dip buy here.
SINA?
Yeah, just got that last week.
Hey OA – thoughts on FSLR and UNP here? Two industry leaders selling off… FSLR more on the day, UNP over the past few months..
TO initiate positions?
Yep
For an intermediate to long term approach, I could buy both of these right here.
Thanks sir
Did you ever initiate $ROSG? Looking at possibly adding more shares here.
I bought that stock in 2012 or 13.
tesla p85+ or porsche 911?
Why not a SPYder?
$DSKY a savior on a red day. Maybe things would make more sense if you could just emoji-fy things
OA, are you buying up WDAY tomorrow? What the hell is with the sell off after the earnings beat?
No plans as of yet. I’ll keep an eye on it though.
OA, $VA ftw? Crude breaking down could be a nice trigger for the move, me thinks.
Yeah, I’m still watching this one.
OA
Do you like $WFM here?
Maybe over time.
Jeff, can I pound the table on $GDDY? 36% float. Nearing IPO high. Showing same pattern. Also has options. I will send my paypal after I am done with her for those who follow this message for tips.
You can pound whatever you want my dude. Some just may look the other way.
would be their loss. i hope you caught monsters like CLLS and JRJC that I posted here. got nothing but love bro.
Sounds like you’ve been killing it. Grats bro…was only joking about you pounding stuff…haha.
yeah no worries. Ive been doing well. Just doing stock only for the most part. A lot easier for me to manage. Both those 2 picks were very close to stopping me out before they worked. met up with jakub/harper in nyc last week. was good times.
you sell those FEYE 45’s??
No, why?
curious to know how you play them…that god dam thing is all around 45? keep us posted!!
Yeah, I bought them when the stock was at $41.
without going back I think you tolkd me you paid .40 for them…so I guess Im wondering what the target is or how close you get to expiry to sell?? OR do you just take the stock?
Yeah, I bought more to bring my basis down. Sell them when you think the stock will no longer move higher.
Added 2nd half to $CAB long. Think it’s quite easily managed against the 50 level.