Search results

  1. Shonuff

    Investing General Discussion

    Yes, but its now under investigation by the SEC, DOJ and Homeland Security.
  2. Shonuff

    Investing General Discussion

    I almost shorted PTON yesterday, need to do more research on it first.
  3. Shonuff

    Investing General Discussion

    Anyone making trades before Powell speaks is asking to have their account blown up.
  4. Shonuff

    Investing General Discussion

    I closed my short this AM and made a quick 3%. Closed at 160.69. China has no interest in American investors.
  5. Shonuff

    Investing General Discussion

    https://www.cnbc.com/2021/08/26/how-the-financial-markets-may-react-to-powells-big-speech-friday.html "If Powell suggests the Fed could announce a plan after its Sept. 22 meeting to end bond buying, that could be seen as “hawkish” and trigger a market reaction. “If he specifies a time frame, I...
  6. Shonuff

    Investing General Discussion

  7. Shonuff

    Investing General Discussion

    I own both long term. But my trade in MA is over until we see if Powell agrees with Bullard. If so, reading between the lines of what Cramer said in the video, you'd buy the banks and short MA for awhile, and then sell the banks and buy MA. At least that's what I took from the video today...
  8. Shonuff

    Investing General Discussion

    Ended my trade on MA at a slight loss, kept the core position for the long term hold. I get nervous when Cramer sends out in the newsletter saying if the Fed tapers, expect a 10 day selloff in financial services. When the facts change, I change with them. I had 30k sitting in it...too much...
  9. Shonuff

    Investing General Discussion

    MA goes up when covid goes down. Covid is going down. MA should go down if the Fed tapers. So who knows?
  10. Shonuff

    Investing General Discussion

    The question, is it all priced in or is there more to go? Cramer thinks if Powell cosigns Bullard, MA and PYPL selloff for the next 10 days.
  11. Shonuff

    Investing General Discussion

    I'm not going to get mad at him if the Fed tapers early
  12. Shonuff

    Investing General Discussion

    Interesting, Cramer says to expect MA to go down if they talk taper tomorrow, and for banks to go up, but ready to buy the dip on MA. Also, listening to the Fed comments, the market isn't the only thing looking past covid; so is the Fed. Bullard said it, covid has had negligible effects on the...
  13. Shonuff

    Investing General Discussion

    Why sell before the Xilinx deal closes and it goes to 120?
  14. Shonuff

    Investing General Discussion

    I'm honestly afraid to flip it, because I don't want to wake up and its at 30, and I'm not in it.
  15. Shonuff

    Adventures with Lyrical: Buying a Business (REPOST)

    How scary we live in a day and time where I can now advertise online to my repeat customers without their consent. I can give the targeting company a customer address, and they can bombard the homeowner. If I want to target certain companies or high net worth individuals, I can target anyone...
  16. Shonuff

    Investing General Discussion

    I'm short BABA. Sharks don't apologize.
  17. Shonuff

    Investing General Discussion

    Like they are talking about on CNBC, bombs go off in Afghanistan, and the algos push everything down. Why would I not follow the big boys? I do that all the time.
  18. Shonuff

    Investing General Discussion

    Curious what you consider in my portfolio to be a flyer, when you have Palantir and Square.
  19. Shonuff

    Investing General Discussion

    The only time I pay attention to wsb is to make sure I'm not on a stock they are pushing.
  20. Shonuff

    Investing General Discussion

    Tom Lee is still calling for the "Everything Rally" even with Bullard talking early tapering and bombs in Afghanistan.
  21. Shonuff

    Investing General Discussion

    On a day like this, its just too easy to make 3% in an hour shorting.
  22. Shonuff

    Investing General Discussion

    Why not short it down and then buy at the bottom? Double the profit.
  23. Shonuff

    Investing General Discussion

    $17k in paper trades today. Tesla was a swing trade and then a few days trades. SAM was a swing trade. QQQ was during the Fed speak. It's a little too easy to predict market sentiment when Bullard is talking about early tapering and bombs are going off in Afghanistan at the same time. Not...
  24. Shonuff

    Investing General Discussion

  25. Shonuff

    Investing General Discussion

    Like I said, I'll buy a company that I think will grow over the years, and pretty much hold forever. Some of these are quarter positions, like SNAP or STEM. It's too many positions to manage, I usually ignore a lot of them. And some of them are Cramer names, or Cramer related, so he'll tell...
  26. Shonuff

    Investing General Discussion

    Sorry for outperforming the NASDAQ and S&P YTD?
  27. Shonuff

    Investing General Discussion

    A complete list of my positions. Almost everything travel related will go away when delta levels off, except BA, WYNN and ABNB. Roughly 90k is in the epicenter stocks right now. That's what I trade with. It's too many positions, I know. But I tend to buy half and quarter positions, and hold...
  28. Shonuff

    Investing General Discussion

    Who would have thought that tulips aren't worth the value of a nice home? Who would have thought in 2000 that Internet companies with barely a business plan and zero revenues weren't worth a billion dollars? Who would have thought that a movie company with shrinking revenues and profits and...
  29. Shonuff

    Investing General Discussion

    I hold way too many stocks. Just got done with Cramer saying no more than 30. What I do is, if I like a company, I just buy it, hold it, and forget I own it. Like there are a ton of half and quarter positions I hold because I think they will have growth for years. I almost need two portfolios.
  30. Shonuff

    Investing General Discussion

    Common themes of market bubbles: - use of leverage - "new ways of valuation" - money coming from outside sources (i.e.: covid funds ala stimulus checks) https://www.gsb.stanford.edu/insights/brief-history-financial-bubbles...
  31. Shonuff

    Investing General Discussion

    Before people lecture me on stock valuation models, I want to see their numbers. I spent an entire semester on DCF modelling strictly for the stock market in graduate school using models much more complicated than this. This is the day one formula, right after the Prof says hello. If you have...
  32. Shonuff

    Investing General Discussion

    Been in it for over a year now.
  33. Shonuff

    Investing General Discussion

    You guys do what you want with GME and AMC. Like I said, making losses is the best teacher. I don't care. There is a term in Finance called good risk versus bad risk. In any given day in those WSB stocks, you run the risk of them going to zero. I ask you how that is an acceptable risk? How...
  34. Shonuff

    Investing General Discussion

    If I go back and review my day trades for the month, I'm in the green, but 80% of my losses come from mental issues. I got sick from the covid shot and lost. I macroed at the open and lost twice. Risky with the way this market is. I shorted into support, and didn't pay attention to where it...
  35. Shonuff

    Investing General Discussion

    Yup, and like he said, he's trying to teach us how to make our own decisions. But if you listen closely, you'll hear him say things like the AMD deal is getting done with Xilinx, or short CRM today and buy it later in the week. I don't agree with all of his stuff, but I have a better decision...
  36. Shonuff

    Investing General Discussion

    There is the millennial investor, that thinks they know better than everyone else, and the older investor, that's already seen the BS. I bought stupidly overvalued companies in the dotcom era and lost money like the rest of them, now I know better. Unfortunately, racking up losses is a great...
  37. Shonuff

    Investing General Discussion

    My shares of GM are up 47.84%. I believe that was one of his pics...he told us to get out, I disagreed and stayed. Just bought more Ford this AM.
  38. Shonuff

    Investing General Discussion

    I wish I had a time machine so I could have bought more MSGE. Up 12.21% for me overall in like a week. Since I made that trade last week: ALK: -.53% EXPE: -2.44 JETS: +5.23 LVS: +6.44 LYV: +4.07 MA: +1.43 MCS: +1.04 MSGE: +12.21 NCLH: +2.34 RCL: +4.83 TRIP: +1.76 UAL: +1.42 I think the...
  39. Shonuff

    Investing General Discussion

    So, listening to Cramer's call for actionalerts, he came out strongly for MA and WYNN. He threw out a trade idea to sell CRM now, and buy it after earnings, since it tends to tank. But he said that the big boys think we get a relief rally for the next week, the 10 year starts to rise, and then...
  40. Shonuff

    Investing General Discussion

    Your portfolio is not a cult, a belief or a religion.