Today’s jobs numbers demands action. More than that, TLT is top heavy and I am sensing we might drift higher, specifically in stocks that have PEs and are valued relatively inexpensive. I am taking a two prong approach to the market here.
1. I am investing in a wide swath of low FPE, low p/s names that are under accumulation.
2. I am investing in several high growth names that are either EPS positive and exhibiting signs of bottom line growth and/or buying a few tech names that have low p/s ratios.
I am avoiding, like the plague, tech stocks with p/s ratios above 10, losing money.
I’ve begun buying the following stocks, methodically, and will continue to do so until I am 90% long. I intend on holding this “value basket” until it nets me 5%.
FANG
RKUS
CRTO
DLPH
KMT
HBI
JAZZ
WCC
EL
I see the market reversed lower and Rickard Santelli is on the teevee, fully erect, calling for a fucking crash. I’d much rather buy these stocks on dips, so if the market sells off today, so be it. I’ve given this approach a lot of thought and consider it my best foot forward, considering the sort of bastard tape I have in front of me. I am out of my comfort zone, navigating in unfriendly, foreign, waters.
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I prefer LEA over DLPH, but both seem cheap and provide a lot of growth potential.
Another name that I think will continue to remain cheap and offers a ton of growth: URI
Did the no-cussing rule die with your YELP holdings?
Everything died.
I had no idea there was a no cussing rule. I will abide by it for now on. Sorry.
YES. The_Real_Fly is back. Bring back the F bombs.
+1
nice basket there – with the exception of CRTO (plague stock)
CRTO is a plague stock. However, they are #2 in ads next to GOOG, acquisition target, trading 3x sales.
C’mon son.
Earnings on deck too.
So exciting (Colonel Landa voice)
they’re definitely one of the big players in the ad retargeting space (im in digital marketing) but that market is much much smaller than google adwords or adsense. its also super competitive. they compete directly with google and a bunch of smaller players in that space. good company, but they’ve got a commoditized offering without a notable edge. just my two cents.
I’ve used this analogy before, but Santelli is like the pyromaniac hiding in the bushes, jacking off to the sight of a lit fire. Frustrating for him, said fire keeps ‘petering’ out before he finishes, thus the anger..
lol
That was good.
Santelli probably has a priapism.
He holds hands and takes windy walks with one Dick Cheney.
Yes, and those walks always end in someone getting ‘blasted’ in the face (full homo)
Rhino’s Glory Hole style.
Haha!
Take a look at UBNT. P/S 7.8, fwd PE 18, y/y growth rate near 70%
in my GARP index.
Can i offer you a basket?
GE 3.3% yield
ABB 3.2 yield
OMG zero debt
AZPN software for oil/gas and chemical industries, in vogue right now. proven track record
CCI off the AMT and SBAC numbers reported. group is loved by all
MON because its growth and value all in one. has held up well
CMG because everyone knows it will be 1000 in a couple years.
GE- ok
ABB- ok
OMG– I’ll never buy it based on acronym
AZPN- will investigate
CCI- like it
MON- evil empire. Should do fine.
CMG- too expensive for me
ABB: Income from operations
Q1 14 855
Q1 13 1,052
-19%
but ex date 5/5 for .78
Not entirely ABB’s fault—utilities being stingy/careful in 2013 and this year.
ABB is doing a big reorganization
Half these stocks are still near all time highs…….
That’s the point
3 ellipses please!!!
Market acting like Yellen just walked into the room, took off her clothes, and farted.
I like your picks, but I would apply a technical plan to the purchase of these. More attention is needed on the buy side of everything now a days.
Case in point is EL. Someone is having a bad day if they bought this on a break out plan.
https://www.youtube.com/watch?v=o0wNl66tT3Q
Mr. Fly, how about TM ? Great growth % Div Very low P/E P/S P/B I own as investment for life.
Tm is good
Put on your rally hat!
LNKD getting crushed…alas, the bubonic plague rages on
like the new strategy Fly.
I’m mostly in cash and old man stocks now but ready to deploy. trying to gauge the next rotation. made a tidy sum on April Exxon 100 calls i sold last Christmas for just under 3 and was able to buy back for 5 cents the week before the 19th. Hoping the recent strength and upcoming ex divy date leads to some decent far off 105 call prices. also back in EGRX at 9.38. See what next week’s health conference presentation and earnings week after brings. not one o the weak of heart though. hedgies could swing this one a lot lower before then. looking at fprx again too – chart looks interesting, but not before the weekend.
The bond market is not exactly giving the all clear.
well perhaps Dennis Gartman will help us out there.
tlt wants 115 116 before topping mid term
Let’s say my thesis is that rates will rise, starting this week. What’s a good play for that within the constraint of needing to use only stocks or ETFs (no shorting)? I’d like to avoid leveraged ETFs, if possible, so thinking TBF, but it won’t give me much juice.
only way to get juice with that theory really would be the leveraged ETFs, they are a one or two day trade so they work great if your theory is right. suppose it would be the TTT. Caveat emptor there though – better be pretty sure in your thesis.
Thanks — I just hate the time decay with leveraged ETFs. I’m thinking swing trade here. Appreciate the thoughts, though.
Santelli is never more fully erect than when talking impending doom
SYMX continues to consolidate and base. Low volume, tight range. Increasing revenue and several positive developments announced already this year (partner to produce their equipment, increased supply of coke oven gas to cook up more meth and further increase rev., undisclosed buyer of 8M shares at 1.80 a monthish ago).
Props on the screen name
JAZZ earnings after hours on 5/8.
Fly, the ellipse…is highly underrated.
yesterday’s frantic buying in YELP was for naught…further proof that some dark days may be ahead
Sugar man great artist ,great songs, G L Fly getting in the zone
just noticed wprt. up 22% although from a long and steep decline. didn’t read the earnings. perhaps those nat gas ford F150s coming out?
What the hell is that thing next to my post
It appears yours has two eyes, mine has one like cyclops.
I think I have two tongues. pretty handy.
It certainly would be if I was still in the dating scene.
yes, was thinking how nice that would have been in my college days.
So is war starting this weekend?
heightened rhetoric. Putin will keep moving in special forces though.
Grandma has put the fair value of the SPY at 1880. She will let us know when it is proper to reprice. Carry on.
stop.
18-97 held
Just had a feeling
Out of April 4 action
The current Top
believe these job numbers ?
from 6.6 to 6.3
interest rates right at the feb year low,
i smell more manipulation,
inevitably they will be revised,
demographics rule,
participation 35 yr low
the bond market doesnt seem impressed, ie TLT
GDP remains pathetic.
MM’s profoundly short.
Has the inconclusive schizophrenic hibernating bear finally woke up from its slumber to dine with the new 5 horsemen of the apocalypse TZA, FAZ, BIS, RUSS, JNUG, on the technically damaged market ?
Why are you straying from your original brilliance of trading etf’s within the exceptional PPT’s protective shelter ?
Late to the party, normal, but in my holdings now are SYX and RLD. Look good to my less trained eye.