iBankCoin

Reminder of Missed Opportunities

WNR

NFLX

HLF

DECK

WETF

GOGO

MU

WFR/SUNE

BX

APO

JAZZ

CTRP

OPEN

SNE

CXO

GTAT

NAV

ONVO

FRO

DDD

WIT

FSLR

ALJ

This is a reminder that sometimes, every so often, buy and hold is a good idea. I owned size in all of the above names this year and sold them for stupid gains or losses. I recall blowing out of DECK after an earnings miss in the $30’s. Fifty points later, I’m the dumbest man in the world.

2014 has been about the buy and the hold, making the traders look and feel stupid. I just sold ALJ 40% lower. I’m not sure if my prowess to pick massive winners is unique or common place. However, I am sure that I don’t want to repeat this dreadful record of impatience, especially on names that I am passionate about.

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11 comments

  1. The Zombie

    The Fly is God.

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  2. xxxhuggiebearxxx

    Yep, a buy and hold kind of year. Literally the worst possible kind of market for me personally. I am lucky i didn’t go on tilt.

    I will eke out a respectable year on the averages but terrible relative to the huge run up in the market.

    In other news, I just sold SDS. Gotta take any minuscule gains ever offered on the short side.

    Problem is, after this kind of market run, who will ever have the cajones to short again? Surely a day will come…maybe if we see inflation pick up, that will be the time.

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  3. Superpositron

    You need to look into becoming a coal man going forward. $BTU $KOL
    The sector is warming up.

    Do it.

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  4. acehood

    you feelin BALT still sir fly?

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  5. cwinsor

    FTK ( though it wasn’t a 2103 position if I remember correctly). I’v e never been good at being paid to wait.

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  6. janri7

    u forgot seeking alpha fav AMBA

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  7. godsdog

    hear hear sir Fly, what more can one say?

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  8. gatorsun

    cant play this game looking in the rearview mirror…but a valid point to be aware of,this market is geared to rip gains away

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