Stock Market Discussion -- started 03/06/2018 -- updated daily !!!

[RoyBacon]

BA is an animal. That qtrly report will be studied by biz classes around the world.

My baby BABA showed a decent 40% sales growth. Their data service now has 660 million subscribers. Unfugging real. BABA up $6.

[homie1975]

BA is an animal. That qtrly report will be studied by biz classes around the world.

My baby BABA showed a decent 40% sales growth. Their data service now has 660 million subscribers. Unfugging real. BABA up $6.

very nice. i know you have been waiting for BABA to break out (again) for quite a while

[RoyBacon]

very nice. i know you have been waiting for BABA to break out (again) for quite a while

You sure got that right. Bought it all the way down to $140. This guy is looking for a $100 a share in earnings by ‘22. I could see it breaking $1000 in 3 years.

[Raywinner]

Hello Roy Bacon, I'v been following your thread for awhile now and respect your thoughts. My question I have is this: I retired last March and moved my investment to G Fund from C fund, S Fund and I Fund. I did this right before the market took a drop and seemed like the right move at that time. Question: Please guide me to when I should move funds back to at least C fund and maybe S fund. Waiting for the right time to get back in with a little chance of losing $.

THANKS For All The INFO. You Give!

[RoyBacon]

Hey Ray give me those fund definitions.

We retired fuggers need safe income. And not the 1% variety.

[theclutch777]

I hear from friends that if you stay with your Mutal funds, they will go up Under Trump. 400% a friend of mine's Account went up!

[d2bets]

Nice rally on the fed news.

[d2bets]

Dinosaurs who follow the Dow think the market is down today, even though it's up strong.

The Dow should be eliminated. Has no relevance anymore.

[RoyBacon]

Dinosaurs who follow the Dow think the market is down today, even though it's up strong.

The Dow should be eliminated. Has no relevance anymore.

Can't disagree with that.

The SnP is by far the best.

[homie1975]

Can't disagree with that.

The SnP is by far the best.

Yes, and the ETF SPY one of your faves and mine

[Raywinner]

Hello Roy, The C-fund (S&P) S-fund (Mutal fund) I-fund (International). I pulled out before I retired in March 2018. But I can still invest in these funds until age 70 which gives me 7 more years to invest. Was thinking to invest 25% of nest egg back to the market. What do you think? Waiting to get back in at the right time.

[RoyBacon]

Hello Roy, The C-fund (S&P) S-fund (Mutal fund) I-fund (International). I pulled out before I retired in March 2018. But I can still invest in these funds until age 70 which gives me 7 more years to invest. Was thinking to invest 25% of nest egg back to the market. What do you think? Waiting to get back in at the right time.

OK got it. The G fund is the short term treasury fund.

I'm a couple of years younger and I have 50% in bonds with a 6 yr avg maturity, 25% real estate and 25% stocks.

So yea, 25% stocks for you is fine. Avoid the I fund totally because of currency risk. Take the C fund over the S fund due to the diversity.

You could do better than the 2.5% the G fund throws off for very little additional risk. But it's uber safe and you need that.

Congrads on the retirement and remember you can't get hurt in the G fund. Don't put too much in stocks. The stress is not worth it and your time horizon is too short.

[KVB]

Alright, been taking a little break, but back at my desk more consistently now.

Here are the top 20 Decliners with last trade over 5 and avg 5 day trading volume over 250,000...

Symbol	Last Trade	Change	% Change	Description
ABBV	77.69	-2.81	-3.49	ABBVIE INC
AGN	138.73	-5.34	-3.71	ALLERGAN PLC
ALXN	123.75	-2.53	-2.01	ALEXION PHARMACEUTICALS I
CI	191.50	-2.56	-1.32	CIGNA CORP
CME	179.57	-3.87	-2.11	CME GROUP INC
COO	274.94	-2.78	-1.00	COOPER COMPANIES INC
EQIX	393.66	-2.72	-0.69	EQUINIX INC
HUM	303.98	-2.32	-0.76	HUMANA INC
ILMN	280.60	-2.26	-0.80	ILLUMINA INC
ISRG	521.65	-3.00	-0.57	INTUITIVE SURGICAL INC
LIN	163.31	-2.46	-1.48	LINDE PLC
OSIS	86.46	-2.68	-3.01	OSI SYSTEMS INC
PKE	18.05	-4.90	-21.35	PARK ELECTROCHEMICAL CORP
REGN	423.33	-6.82	-1.59	REGENERON PHARMACEUTICALS
TRTN	32.64	-2.94	-8.25	TRITON INTERNATIONAL LTD
UGAZ	31.08	-2.50	-7.44
ULTA	286.48	-4.88	-1.67	ULTA BEAUTY INC
UNH	265.89	-2.83	-1.05	UNITEDHEALTH GROUP INC
UVXY	49.76	-2.27	-4.36	PROSHARES ULT VIX ST FUTU
VRTX	187.15	-4.37	-2.28	VERTEX PHARMACEUTICALS IN

[KVB]

Bill Gross to retire, again?

lol

[kidcudi92]

grabbed some acb february $8.00s and march $7.50s when share price was around $6.30


might take some off

out all



will buy $10 strike Jan 2020s on dip

[KVB]

out all



will buy $10 strike Jan 2020s on dip

For ABC, you looking for the option to dip or the stock price? I know they will both dip, but which price are you watching more, stock or option?

The $10 Jan 2020's up a bunch today.

[kidcudi92]

For ABC, you looking for the option to dip or the stock price? I know they will both dip, but which price are you watching more, stock or option?

The $10 Jan 2020's up a bunch today.

I had 45 of them. Took around 50% on those. I just forgot to post I purchased them so didn’t wanna be a past poster.

Dip in stock price options will be cheaper. Will evaluate it then

[RoyBacon]

Do we dare mention we are back to withing striking distance of new records? Nah, better not.

The screen is green except energy, bonds and high yield stuff lagging. BABA up another $4.

Good ole STWD was at a recent high...key word being "was". Still looking strong at $22.

[d2bets]

Do we dare mention we are back to withing striking distance of new records? Nah, better not.

The screen is green except energy, bonds and high yield stuff lagging. BABA up another $4.

Good ole STWD was at a recent high...key word being "was". Still looking strong at $22.

Still almost 7% away from getting back to the January 2018 highs.

[RoyBacon]

Still almost 7% away from getting back to the January 2018 highs.

At this pace that's a week.

Which of course means we will see some softening. My portfolio is up 14% ytd there has to be some chart fill in. Plus, the China deal is close to fully priced in, most likely. The fed is priced in. We could get this push to make it but a rest first is more likely.

[brooks85]

EA crashing and burning still.


What's great about this story is they tried to carry the SJW torch and paid dearly for it. I almost got into months ago but the post got too long. Basically they put a woman on the cover of their battlefield 5 game which was set during WW2 lol

obviously people complained, execs told people not to buy the game if they didn't like it so people didn't buy it haha


and this is off the heels of their last big game flopping for similiar reasons. In that game you couldn't even create a white person!

lol I posted how the creative director for that game was an openly racist muslim pos who hated white people. After debating with his dumbass that he would cause game to flop for a year he got fired then blocked me on twitter(his name is manveer heir) haha

[guitarjosh]

Junk bonds just hit an all time high today, not a sign you see before a market collapse or a recession.

[homie1975]

Junk bonds just hit an all time high today, not a sign you see before a market collapse or a recession.

I love when Josh posts! It means the market is doing well lol

[RoyBacon]

Junk bonds just hit an all time high today, not a sign you see before a market collapse or a recession.

An all time high? Errrr not quite, maybe a recent high?

The Fed has helped bonds no doubt but really just undid recent damage.

[guitarjosh]

An all time high? Errrr not quite, maybe a recent high?

The Fed has helped bonds no doubt but really just undid recent damage.

JNK & HYG, both junk bond funds, are at all time highs.

[RoyBacon]

JNK & HYG, both junk bond funds, are at all time highs.

That's JNK. I think you might of heard that wrong.

[guitarjosh]

That's JNK. I think you might of heard that wrong.

[SD Fan]

What are the best pot stocks you guys think?

[homie1975]

What are the best pot stocks you guys think?

KVB has talked about MJ the etf which if i was going to buy any weed stocks i would look at the ETF. just my .02

[homie1975]

SOXL - the semiconductor ETF - which I bought my last small batch of at $70/share back in early Jan, is not up over 9% today and is trading at $123

GO GO GO !!!!

[KVB]

Here are the top 20 Decliners so far today with last trade over 5 and avg 5 day volume over 250000.

TLRY a decent pot stock is on this list.

Symbol	Last Trade	Change	% Change	Description
GOOG	1,121.96	-24.03	-2.10	ALPHABET INC
GOOGL	1,127.90	-23.96	-2.08	ALPHABET INC
AMZN	1,641.81	-17.00	-1.02	AMAZON.COM INC
TTWO	93.12	-14.17	-13.21	TAKE-TWO INTERACTIVE SFTW
EA	80.55	-11.98	-12.94	ELECTRONIC ARTS INC
NTES	245.58	-11.18	-4.35	NETEASE INC
REGN	411.75	-9.29	-2.21	REGENERON PHARMACEUTICALS
DATA	124.30	-8.66	-6.51	TABLEAU SOFTWARE INC
TTD	147.86	-7.30	-4.71	TRADE DESK INC
SPOT	133.13	-6.28	-4.50	SPOTIFY TECHNOLOGY SA
CMG	521.23	-5.42	-1.03	CHIPOTLE MEXICAN GRILL IN
NFLX	350.43	-5.38	-1.51	NETFLIX INC
EQIX	390.50	-5.29	-1.34	EQUINIX INC
UGI	51.69	-5.25	-9.22	UGI CORP
VNDA	19.98	-5.08	-20.27	VANDA PHARMACEUTICALS INC
ATVI	43.11	-4.73	-9.89	ACTIVISION BLIZZARD INC
TLRY	78.63	-4.64	-5.58	TILRAY INC
BURL	170.84	-4.44	-2.53	BURLINGTON STORES INC
BKNG	1,897.94	-4.32	-0.23	BOOKING HOLDINGS INC
MSG	283.21	-4.28	-1.49	MADISON SQUARE GARDEN CO

[homie1975]

phukking Kudlow had to open his mouth

[RoyBacon]

phukking Kudlow had to open his mouth

We were kind of set up for some profit taking. This is pretty ugly.

[KVB]

I think we're going into sideways range here. At least I hope we are.

Top 20 Decliners with last trade over 5 and avg 5 day volume over 250000...

Symbol	Last Trade	Change	% Change	Description
BKNG	1,866.84	-40.09	-2.10	BOOKING HOLDINGS INC
AMZN	1,606.10	-34.16	-2.08	AMAZON.COM INC
BIIB	307.42	-25.82	-7.75	BIOGEN INC
GOOGL	1,099.95	-22.94	-2.04	ALPHABET INC
GOOG	1,093.14	-22.09	-1.98	ALPHABET INC
ADS	161.34	-18.54	-10.31	ALLIANCE DATA SYSTEMS COR
ISRG	507.44	-14.51	-2.78	INTUITIVE SURGICAL INC
SNA	151.21	-14.38	-8.68	SNAP-ON INC
ENS	74.70	-13.96	-15.75	ENERSYS
SPB	46.49	-11.00	-19.13	SPECTRUM BRND HLDG INC
TSLA	306.40	-10.82	-3.41	TESLA INC
SOXL	112.27	-10.21	-8.34	DIREXION DAILY SEMI BULL
AVGO	266.68	-9.52	-3.45	BROADCOM INC
ILMN	274.99	-9.19	-3.23	ILLUMINA INC
NFLX	343.42	-8.77	-2.49	NETFLIX INC
COHR	119.19	-7.80	-6.14	COHERENT INC
BR	96.24	-7.30	-7.05	BROADRIDGE FINANCIAL SOLU
NTES	236.21	-6.94	-2.85	NETEASE INC
NVDA	146.14	-6.86	-4.48	NVIDIA CORP
AMGN	183.93	-6.83	-3.58	AMGEN INC

[brooks85]

in contrast to the garbage company that is EA, you want to buy TTWO since it had a selloff on a strong quarter. RDR2 already at 23 million unit sales in 3-4 months, I predicted 50mil after 5 years so certainly on pace. GTA 5 is going to hit 100mil soon for comparison. The trick this company does is how they stagger releases between systems. Once RDR2 hits PC that is another 10+million unit sales basically overnight.






you can check history on this stock, every time there is a 10+% drop it gets bought up and pretty quickly. Majority of people who own it are not actual gamers and all they hear is fortnite. The stock was already down so the selloff is just silly.