I raised a little cash in my LT account last week by selling all my $AAPL I bought last year and reducing my overweight $BABA position from last year as well.
As you know, I like transports…$WNC, $NAV, $YRCW. Also considering $AAWW and $MDRX.
My portfolio consists of the following:
90% Equities, down from 100%. In order of weighting.
$FSLR
$BABA
$TWTR
$AMBA
$YELP
$BAC
$LULU
$UA
$AKS
$CNCR
$BYD
$RIG
$NOV
$SCCO
$JNPR and $CREE LT calls
Setting “the market” aside, what would you consider investing in here?
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$PVG once it comes in a little
I like ICPT here for a LT account. Picked up some last week.
Love that one as well. Despite the fact that the ticker always makes me think of the “Insane Clown Posse” lol.
https://youtu.be/_-agl0pOQfs
Long term, I still like gild
big pops and drops on TSL and YGE>. Setting up for winship?
Solar is shit. Just move on
You said that about Twitter 25% ago.
Ughhh…. Twtr is my 3rd largest holding.
BX & FTNT
…and IBM
KR
XON
ECL
DAL
Bot $YRCW at the open, looks great.
Semiconductors….bet the house
some beaten down Great retail names. Dips in $LB $PVH $UA
GWPH – MJ and Biotech all wrapped into one
I really like INSY for the long-term. Interesting Medical-MJ delivery mechanism via a spray. To me, finding these pharma companies that deliver treatment in a unique manner add an additional layer of value (think Exact Sciences, Oramed, hell even BMY with the EpiPen). Price target for INSY is $27-$30.
MYL not BMY for EpiPen…my bad.
$NVDA $NVDA and $NVDA not to put too fine a point
Must be time to short this.
LOL beat me to it
CSLT
Peix, Cnc, PATK, Iesc, Kmi, ew, Xon,
mtsi yy
Sold AMAT weekly and next weeks for 4-bagger and 3-bagger. Kept 1/3 of both positions on for a run tomorrow.
Bought V Oct 90 calls and added to SBUX Sept 60’s
Setting the market aside, those of you in your thirties and forties might consider securing long term disability insurance NOW. “Own occupation” with you work requiring substantial physical and mental capability. Use your investing and business knowledge to choose an insurance company likely to be around for the long haul.
GE BX and more BABA
I just finished reading “The weak suffer what they must.”
Great read. Any recommend for late summer reading?
My blog.
Your blog is best reading all year around !!
“Seventh Sense” was disappointing.
Bot more SHOP Sept 45 calls
holding NUGT, CMG and sold TWLO today