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Started new positions in Melco and TCOM. I've been waiting for them to come down, but they keep going up. I think the CCL announcement has sparked travel and leisure.

Hard to believe that, given the denim cycle and the strength of its balance sheet, that AEO stock price is moving down. A Cramer fave. https://www.nytimes.com/2021/04/15/business/denim-cycle-loose-jeans.html

https://www.cruiseindustrynews.com/cruise-news/25781-carnival-cruise-line-announces-next-round-of-restart-plans.html

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So Joe Terranova gave a good tip, NFLX is running so far.

Price action is irrational on some of the travel plays.

Cramer gave a whole analysis on it being overdone, and to buy more.

Joe Terranova just said he was selling half of his position out of caution. I don't own enough to sell it, I guess.

Been in ROKU and ABBV for so long, I forget I own them.

Yup, came across my feed. I wonder what plays to buy now? Already in travel and leisure. Banks? Oil and gas?

Joe Terranova just said NFLX is having the same setup that Amazon just had, and it could go to 525 or 540 in the next month. Just bought 10 shares.

I'm sitting here looking at the recovery plays I didn't buy and asking myself why. TCOM and MLCO were the only stocks on the list I gave that I didn't buy. Those are up 5-6% today. Apparently, the market is believing that China doesn't care to overregulate those stocks, and that covid is over...

Probably UAL, WYNN has some China exposure which is making people nervous about it. Its not a Chinese company, but they do a lot of their business there.

So my day trades netted me about 4% last month. The goal is only 5%. I did make mistakes, 85% of those were mental. I was sick, I was impatient. I was trying to trade AMD earlier this month when reddit was on it, and that made it crazy volatile and caused problems. Me being impatient, I...

I bought MSGE at the same time, and that's been running hard.

Tom Lee from Fundstrat just said covid cases are down 10k on a seven day average in the US, and they are rolling over in the South. They don't report that. Covid should be decreasing pretty fast at this rate.

Read up on it. From what I gather, it was more of a tit for tat. Look at the covid data for the US, Rt is declining at a really fast rate. The travel and leisure stocks aren't moving with the rest of the market. I give it another week before they liftoff.

What do you mean by covid stocks? Travel and leisure stocks are up, but I'm not sure about any bad covid news. What bad covid news is there? Covid is declining.

MA is not doing well..no doubt on the news of Europe restricting travel from the US.

The airline stocks are down on the report that they are flying 7% less people due to covid. That should already be baked into the stock price, and its just one month. Infectivity rates are dropping through the floor. If I wasn't balls deep, I would be going in balls deep right now.

I think now is the time to buy.

My airline stocks sold off badly today, yet I see infectivity rates are half of what they were in states like Florida. So HODLing.

I get it. Supposedly, the super rich aren't drawing any income whatsoever. They are borrowing against their stock. So you could theoretically have a Billionaire not paying tax at all. They just pass the taxes onto their estate when they die. I would say some sort of common sense approach is...

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I got an alert from chartmill this weekend that said to buy it on a trade. I didn't. I do have it long term though.

I'm starting to believe inflation is lowering. Used car prices have leveled off. At least around here, the wages are down 20% from last month. Last month, a big company was offering 10k to sign and double. Now its 7500 to sign, and the pay is the same. And I have heard they are reneging on...

Thoughts on the winners from this list in the coming weeks? WYNN is the only one I'm in with China exposure.

Wow, Cramer bought more Mastercard today for actionalerts "We are making our next buy in Mastercard and continuing our gradual scaling into this position. Shares of this global card network company have pulled back roughly 10% from recent highs, and we find this pullback to be attractive and...

What you just said is the definition of revenge trading. When it's a "matter of principle" you are ascribing things to the stock that don't exist. Did AMC somehow wrong you, that you need to get money back on another stock, to restore your "honor?". You can tell, I'm reading a lot of books on...

Congrats on MSGE...I'm thinking that might be one I buy more of next week. It probably got hit more because of people being worried about a shutdown in NYC, but that doesn't look like its going to happen. Look at the 1 year chart on MSGE and ponder where it can go from here.

5 day performance of the recovery list I gave you guys last week: LVS 14% MGSE 22 MLCO 17 TCOM 8 WYNN 12 CPA 5 NCLH 9 BKNG 11 RCL 5 H 6 HA 10 UAL 7 LYV 7 MCS 4 TRIP 10 I'm not counting MA because that's a long term hold for me. These are trades. Of the list, some of these have run so hard...

Every trade is different...revenge trading is a sure way to lose money. Trust me, I used to be the worst revenge trader out there.

Anyone have any "slam dunk" swing trades next week? I'm still going to be doing travel and leisure.

I'm aggravated that I didn't buy this whole list after I posted it here. Some of these are up 15% this week. I bought maybe 1/3 of the list.

all of my other recovery stocks are doing well. Hell, MSGE is up 15% for me with no end in sight. MA won't budge. Tomorrow, I'm reviewing more recovery stocks to buy.

They set the table for what the Analysts were looking for. Ideally, the situation was to say concerned about inflation, tapering would start slowly and not coincide with rate hikes. No date given means "Everything Rally" but tech should flourish. At least until the next CPI number.

Fed still dovish...reopened trade on MA.

I placed an order to short it from 105 to 102, hasn't filled yet.