I sold out of RKUS, SCTY, FSLR and WDAY. RKUS and WDAY were 1% gains, both SCTY and FSLR were 4.5% losses. Whatever thought process that went into overweighting solar after a triple digit gain is now over. I am 50% cash and looking to redeploy into a new thesis.
Ideally, I’d like to buy dips. But given the recent history of stocks, that’s not likely to occur.
I am being tortured by FRO and can only hope for the very worst for current longs holding the name.
My CXO is being pummeled and of course IMMR is trickling lower. I’m not in a rush to allocate capital here, knowing my hand is cold. It took me about a decade or so to realize when I got cold and when I was red hot. Before this epiphany, I was like many of you–stuck in the ego box of mediocrity, thinking I was right all the time.
Well, the best investors know when they suck and understand when to push the envelope. Being that my recent thought process surrounded around the idea of swimming in garbage, I’d say it’s a good time to take a step back and reset.
Fly are you going to hire any Forex traders for the site. I’m looking to get long some Indian banks and Forex Cong has vanished.
No, forex is for river boat gamblers.
You may get your pullback yet.
you a coal man again?? WLT?
nope
are you still long LVS…..need some good news here in 20 min
sold it a million years ago
Poor choice of pic with the bull. Not amusing.
No one asked you for your opinion.
Pussy
The goal miner men are always looking for new additions
Gold is dead.
BOW TIES ARE DEAD: LONG LIVE BOW TIES.
Getting back to the healthy eating theme.,,when in the buying mood
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