$BABA has been my portfolio STD. Like a bad case of herpes. It really causes me discomfort and an occasional itch, but I don’t want you know I have it, and definitely don’t feel like talking about it – even with loved ones.
I averaged down a couple months ago, but not until this follow though rally am I starting to see the redness and swelling die down.
I have a handful of China plays on here to sell you if you want them. Names like $SOHU, $CMCM, $SFUN, $CYOU, etc. I sold $BZUN earlier and picked up some $LITB in the $2.70’s. Was thinking about some $XNET.
Got any China plays that haven’t already been lit?
OA
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That dog YGE
I BOUGHT BABA to hold long term and glad it has recovered a bit (still much less than my basis) but earnings with this comp always scares me. Tomorrow will tell
Jeff – The only one I can think of is SFUN. It has lifted and has been flagging.
What do you think of GREK?
I think that slimy NQ could make a move
Hey man – any thoughts on NFLX over the next few months? I know you’ve discussed, but I can’t quite remember your thoughts.
Hard not to like it. It’s a member of the melt-up group…whether it likes it or not.
Thanks
love this JD
So now, did you get out from BABA? or still hold thinking higher target ? Thanks.
FML.
Why would I get out of $BABA?
$BABA earnings tomorrow before the open. I’m really conflicted whether to sell half or hold for the wild ride:)
QIHU looks like it has more room to go
Still on vacation and checking in when the girlfriend isn’t looking. Last check around 1:45pm e.s.t oil front month was just below 44/barrel. This is the moment for which I have been waiting. Close below by Friday and I add aggressively to short. Very small natgas long blows.
“Were you just checking on your stocks?”
“No, I was looking at porn, lots and lots of porn….”
thumbs up
OA – AAPL and GPRO ahead of earnings? Expectations seem subdued. Should they be?
No take on $GPRO. I have $AAPL calls.
Sold FB puts — can’t.keep.this.market.down
Added to FIT Nov 50s earlier today….also bought the weekly 40’s. Liking the location of IWM here…
OA, any thoughts on MBLY ahead of their earnings?
$jrjc
China was a buy 3 weeks ago, not now. It’s about to roll over just like the energy sector.