I’M HERE FOR THE LONG HAUL

For those that asked, here is a quick look at LT equity positions and basis. Again, only positions from the IRA, not stocks I am holding in my trading account.

AAPL – 4% @ $96.60
UA – 5% @ $89.70
AMBA – 8% @ $53.70
LULU – 6% @ $53.50
AKS – 4% @ $4.85
NOV – 4% @ $48.50
BABA – 10% @ $82.50
YELP – 5% @ $33.00
BYD – 4% @ $12.90
BAC – 5% @ $15.00
SCCO – 2% @ $29.80
TWTR – 6% @ $43.50
FSLR – 13% $41.50

My plan is to lighten $BABA into strength, and add to $AMBA and $TWTR into weakness in the next couple months.

I think this will be the year for $FSLR, $LULU and $BYD and will book gains on them as they reach targets.

My trading account is lathered in some good materials/energy buys this year…only one ($CHK) had I planned to buy in the LT account, but didn’t. I mention this only to hedge the questions about $X, $FCX, $ATW, and all other positions I am managing in my active account.

Look at my stocks today, yo. Market down, risk up.

This is where folks start to lighten up because the market is extended. I bought $WDC and $BAC calls.

I know you got some good gains out there…what are you trading?

Also, I had someone ask about my long term holdings. I’ll post those for you to mock and ridicule shortly.

OA

I lined my pockets with asshole stocks today, including calls in $GPRO, $CMCM, $FEYE, $MTCH and added to $YELP.

I am up to my knees in garbage, as a market rotation takes place. Last March-June was a massive stretch of gains for me last year.

I’m betting on a repeat.

OA

Glad we caught these calls at the lows yesterday.

Watch the profile above. Very interesting space up there.

Stalking $GPRO next.

OA

Long May calls in this shit stock.

OA

I picked up some Apr5 weekly calls on this one. Love the spot and the profile.

OA