2018 Trading Thread - Page 40 - Business, Finances and Investing Forum

https://mobile.nytimes.com/2018/05/0...mtyp=cur&smid=

All new homes in California and apparently apartments will have to have solar panels starting in 2020 it looks like. This could be real big for small companies that get contracts. I'm still long TAN and RUN and looking. What are the best plays on this news?

Sunrun RUN +12%

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05-10-2018 , 12:12 PM

#977

JoeSlim

journeyman

Join Date: Sep 2016 Posts: 275

T Sept 21 $31 calls in $1.70 out $2

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05-10-2018 , 12:17 PM

#978

ASAP17

Pooh-Bah

Join Date: May 2008 Posts: 5,882

Quote:

Originally Posted by Jupiter0

Sunrun RUN +12%

Nice call dude, the volatility in this sector continues provide nice entry points & the ability to lock in profits by selling upside calls as well.

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05-10-2018 , 08:51 PM

#979

formula72

Pooh-Bah

Join Date: Mar 2007 Posts: 4,310

Quote:

Originally Posted by Jupiter0

Sunrun RUN +12%

Nice work, Jupiter. I have liked RUN for a while now - difficult to tell what % of the upswing was contributed to the Cali news but a sell here might be something to ponder. To be honest, with how I've seen news like this pan out (in my eyes), I wouldn't be against/probably in favor of taking a short-term (30 day short here). Choose your own adventure of course, but I feel RUN can run into some conflicting non-related issues that will pull it down a bit.

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05-14-2018 , 12:24 PM

#980

Morishita System

old hand

Join Date: Jan 2011 Posts: 1,391

Perhaps mrbaseball would know, but how would one bet on rising pork prices nowadays? Pork belly futures are not a thing anymore IIRC.

Quote

05-14-2018 , 12:59 PM

#981

mrbaseball

Carpal \'Tunnel

Join Date: Feb 2003 Posts: 13,089

Quote:

Originally Posted by Mori****a System

Perhaps mrbaseball would know, but how would one bet on rising pork prices nowadays? Pork belly futures are not a thing anymore IIRC.

Pork bellies went bye bye years ago. But Lean Hogs still trade at the CME under commodity symbol HE.

Hogs can be tricky! When I was arbing the basket of commodities years ago against the GSCI (Goldman Sachs Commodity Index) I remember one dark day during the rollover where my hog spread went limit up on my short leg and limit down on my long leg of the spread. That was a particularly bad day

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05-15-2018 , 11:11 AM

#982

Jupiter0

veteran

Join Date: Sep 2009 Posts: 2,470

Long TZA this morning. Stop just below yesterday lod.

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05-16-2018 , 07:56 AM

#983

5 south

Carpal \'Tunnel

Join Date: Aug 2008 Posts: 6,664

Are there people that trade based on TA 100% and show profit?

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05-21-2018 , 02:25 PM

#984

Jupiter0

veteran

Join Date: Sep 2009 Posts: 2,470

Quote:

Originally Posted by Jupiter0

Long AUVS with fun bucks, stopped out GSS still have NG added UCO other day.

UAVS ran like 30%. Lol I stopped out somehow near the lows. I wouldn't chase here.

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05-21-2018 , 08:51 PM

#985

JoeSlim

journeyman

Join Date: Sep 2016 Posts: 275

MCD?

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05-21-2018 , 11:51 PM

#986

Jupiter0

veteran

Join Date: Sep 2009 Posts: 2,470

Quote:

Originally Posted by JoeSlim

MCD?

What's the play?

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05-21-2018 , 11:54 PM

#987

BrianTheMick2

Long way to go and a short time to get there.

Join Date: May 2012 Posts: 19,410

Quote:

Originally Posted by Jupiter0

What's the play?

$5 20-piece McNuggets.

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05-22-2018 , 12:06 AM

#988

Jupiter0

veteran

Join Date: Sep 2009 Posts: 2,470

Quote:

Originally Posted by BrianTheMick2

$5 20-piece McNuggets.

lol They just opened the first Shake Shack (SHAK) in my city. Aparently there has been a massive line for weeks. They are growing revenue like crazy. Stock is hitting highs. Joeslim you might want to watch SHAK next few days see if the momentum breakouts continue.

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05-24-2018 , 12:18 AM

#989

JoeSlim

journeyman

Join Date: Sep 2016 Posts: 275

lol
Possibly got in 1 day early, but with today's 8-K filing, I feel like I crushed it with MCD.

GE holy cow... Might sell my MCD calls and sell some GE LEAP calls.

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05-24-2018 , 11:29 AM

#990

SpursDynasty

grinder

Join Date: Nov 2005 Posts: 610

Anyone investing in gene editing biotech?

CRSP... that one week chart...

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05-24-2018 , 05:34 PM

#991

Pokabandito

centurion

Join Date: Oct 2007 Posts: 173

Quote:

Originally Posted by SpursDynasty

Anyone investing in gene editing biotech?

CRSP... that one week chart...

I sadly had CRSP from the 12s and sold it around 19. Also had and sold EDIT which is chasing the same play and hasn't had as positive a run. Both are probably great long-term buy and holds for a biotech play in a health/pharma/bio part of a portfolio.

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05-25-2018 , 12:49 PM

#992

chytry

Pooh-Bah

Join Date: Feb 2010 Posts: 4,333

CRSP long term may be overrated other than a buyout.
The technology is probably years away from practical use.

Check out this and associated podcasts

http://freakonomics.com/podcast/evol...d-rebroadcast/

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05-26-2018 , 11:32 PM

#993

BrianTheMick2

Long way to go and a short time to get there.

Join Date: May 2012 Posts: 19,410

I finally found a product perfect for you out-of-shape TA traders:

https://www.amazon.com/Bollinger-Var.../dp/B00L2JZZJ4

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05-27-2018 , 10:59 AM

#994

mrbaseball

Carpal \'Tunnel

Join Date: Feb 2003 Posts: 13,089

Quote:

Originally Posted by BrianTheMick2

I finally found a product perfect for you out-of-shape TA traders:

https://www.amazon.com/Bollinger-Var.../dp/B00L2JZZJ4

Exercise is great but you need the proper diet as well

http://everydayintentionalliving.com...onacci-spiral/

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05-29-2018 , 09:52 AM

#995

jeffg576

journeyman

Join Date: Jun 2012 Posts: 295

I am going to look to buy some more AAPL long term and just hold. I was looking at GBTC to hold a btc position through a more traditional manner

Quote

05-29-2018 , 09:55 AM

#996

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Quote:

Originally Posted by jeffg576

I am going to look to buy some more AAPL long term and just hold.

Why??? The market is going to crush it long term. It's nearly a trillion dollar company, markets for its products are saturated, it's a luxury good that's run up on a 10 year improving economy and has never seen the bite of a recession.

You're basically taking high risk, low return on a non-diversified company. That's crazy.

Quote

05-29-2018 , 09:57 AM

#997

jeffg576

journeyman

Join Date: Jun 2012 Posts: 295

Think its multiple is low. It is buying back shares, large investors are coming in and it might acquire more companies with higher upside. Its not my only position

Quote

05-29-2018 , 03:35 PM

#998

chytry

Pooh-Bah

Join Date: Feb 2010 Posts: 4,333

Apple Watch is the largest 'watch company' in the world. iPad still the most profitable tablet in the world.
If they invest in health, they could be well diversified.
I'd spread my bets though.

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05-30-2018 , 09:56 AM

#999

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

Not the best timing on Apple:

Quote:

Maxim Downgraded Apple, Said Sees FY19 Being A Down Year, Cited Smartphone Market Now Being In Decline

Quote:

IDC says smartphone shipments are forecast to drop 0.2% in 2018 to 1.462 billion units, which is down from 1.465 billion in 2017 and 1.469 billion in 2016.

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05-30-2018 , 10:04 AM

#1000

ToothSayer

Carpal \'Tunnel

Join Date: Jul 2015 Posts: 13,237

I mean, we're at the end of a 10 year run on:

- A massive expansion cycle that led from zero smartphones to a 1 billion smartphones/year being shipped.
- A monopoly on high end phones with beautiful aesthetics
- A touchscreen first mover advantage
- An expanding global economy during an up business cycle (which is pretty much all that matters for high premium mainstream luxury good sellers)

You might have another good year or two. You might not. Either way it's a dumb buy - a trillion dollar company that makes its earnings on 40% margins with no real moat in a market that's peaked and has stopped growing after a decade of explosive growth.

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