Stocks for the Long Term

[BlueWolf]

I did some more big block day trading today as I am finding that these bounces are providing a good environment for short term trading. Again I am using these day trades to leg into LT holdings, and today I am adding three stocks: GH, PAYC, and QTWO. I also have an oops. I legged into HQY 2 days ago and forgot to include it. I also did some shuffling of my watch lists after doing some reading and further research while waiting for my trades to pan out.

Here are my current holdings and candidates:

Current LT Positions:
AAPL, AAXN, AMT, ANET, APPN(2), AYX(2), CGNX(.5), CRM(.5), CRSP(.5), CRWD(.5), DDOG, DOCU, EDIT, EEFT(.5), ETSY, FICO(.5), FLGT(.5), FRPT(.5), FSLY, GH, HQY(.5), IIPR(.5), INSP, ISRG, LVGO(.5), LYV, MA(.5), MDB, MDLA(.5), MELI(2), MSFT(.5), MTCH, NVCR, NVDA, NVTA, OKTA, PAYC(.5), PING(.5), QTWO(.5), RDFN(.5), RGEN(.5), SDGR(.5), SFIX, SHOP, SMAR, SPCE(.5), TDOC, TEAM, TLRA, TREX, TTD(2), TTWO, TWLO, VEEV(2), WD(.5), WIX(.5), WORK, ZEN(2), ZM, ZS(.5)

Current High Interest Watchlist:
ADBE, AMZN, APPF, ATVI, BKNG, BRK/B, CRNC, DAVA, EPAM, EQIX, ESTC, EVBG, FB, HCAT, HUBS, KNSL, LITE, LK, MASI, MNST, NEE, NTNX, PANW, PYPL, ROKU, RVLV, SIVB, SPLK, SQ, SWAV, V

Current Some Interest Watchlist:
ABMD, BFYT, BIDU, BILI, BZUN, COUP, CSGP, EXPI, FTCH, FTNT, FVRR, GLOB, OLLI, SE, TSLA

Bold = New Stock or Altered Position
(.5)= 1/2 Position
(2) = Double Position

[billyjoe]

https://www.nytimes.com/2020/03/26/b...l-storage.html


Illustrates how stocks in companies such as MIC and KMI are really going to crush it.

Mr. Market, Would you wait until the current crises settles down and gradually build up positions or go all out as soon as possible? The dividends really caught my eye.

--------------billy

[mrmarket]

I bought a lot already...they are worth more than when the market first crashed, since their revenue streams will be better

[billyjoe]

According to the stimulus bill those corporations receiving federal funds must suspend dividend payments until funds are paid back to govt. I wonder if MIC or KMI are getting any $$$.

-----------------billy

[mrmarket]

I doubt it

[Louetta]

I doubt it

Bot some at 18 just now. We'll see what happens.

[BlueWolf]

I added some TDOC today to bring me up to a double position. I know it’s aggressive to be buying anything right now, but I have been pleasantly surprised by the bounce this week and there was finally a little bit of a pullback in TDOC. Hope this bounce continues as many of my positions are (back) in the green, but we’ll just have to wait and see. Any bad news is going to rock the boat.

Here are my current holdings and candidates:

Current LT Positions:
AAPL, AAXN, AMT, ANET, APPN(2), AYX(2), CGNX(.5), CRM(.5), CRSP(.5), CRWD(.5), DDOG, DOCU, EDIT, EEFT(.5), ETSY, FICO(.5), FLGT(.5), FRPT(.5), FSLY, GH, HQY(.5), IIPR(.5), INSP, ISRG, LVGO(.5), LYV, MA(.5), MDB, MDLA(.5), MELI(2), MSFT(.5), MTCH, NVCR, NVDA, NVTA, OKTA, PAYC(.5), PING(.5), QTWO(.5), RDFN(.5), RGEN(.5), SDGR(.5), SFIX, SHOP, SMAR, SPCE(.5), TDOC(2), TEAM, TLRA, TREX, TTD(2), TTWO, TWLO, VEEV(2), WD(.5), WIX(.5), WORK, ZEN(2), ZM, ZS(.5)

Current High Interest Watchlist:
ADBE, AMZN, APPF, ATVI, BKNG, BRK/B, CRNC, DAVA, EPAM, EQIX, ESTC, EVBG, FB, HCAT, HUBS, KNSL, LITE, MASI, MNST, NTNX, PANW, PYPL, ROKU, RVLV, SIVB, SPLK, SQ, SWAV, V, ZNGA

Current Some Interest Watchlist:
ABMD, BABA, BFYT, BIDU, BILI, BZUN, COUP, CSGP, EXPI, FTCH, FTNT, FVRR, GLOB, OLED, OLLI, SE, TSLA, XLNX, ZG

Bold = New Stock or Altered Position
(.5)= 1/2 Position
(2) = Double Position

[billyjoe]

Bought some MA today. It's a $300 stock for sure.

--------------billy

[jiesen]

Agreed. I also think all stocks are at a 10% or better discount right now. In six months, I'd bet the S&P is back over 3000, as COVID will be all over and done with, and everybody will be back to work. Doesn't mean you can't buy everything 20% cheaper next month, however.

[BlueWolf]

Don’t know why I didn’t take a position this round, but AMZN is running now.

[BlueWolf]

I don’t want to jinx myself, but I finally went back to net positive yesterday. Anyway, as a result of the recent bullishness, I opened a 1/2 position in EPAM, NTNX, and SPLK today. Here are my current positions and watchlists for long term (LT) plays:

Current LT Positions:
AAPL, AAXN, AMT, ANET, APPN(2), AYX(2), CGNX(.5), CRM(.5), CRSP(.5), CRWD(.5), DDOG, DOCU, EDIT, EEFT(.5), EPAM(.5), ETSY, FICO(.5), FLGT(.5), FRPT(.5), FSLY, GH, HQY(.5), IIPR(.5), INSP, ISRG, LVGO(.5), LYV, MA(.5), MDB, MDLA(.5), MELI(2), MSFT(.5), MTCH, NTNX(.5), NVCR, NVDA, NVTA, OKTA, PAYC(.5), PING(.5), QTWO(.5), RDFN(.5), RGEN(.5), SDGR(.5), SFIX, SHOP, SMAR, SPCE(.5), SPLK(.5), TDOC(2), TEAM, TLRA, TREX, TTD(2), TTWO, TWLO, VEEV(2), WD(.5), WIX(.5), WORK, ZEN(2), ZM, ZS(.5)

Current High Interest Watchlist:
ADBE, AMZN, APPF, ATVI, BKNG, BRK/B, CRNC, DAVA, EQIX, ESTC, EVBG, FB, HCAT, HUBS, KNSL, LITE, MASI, MNST, PANW, PYPL, ROKU, RVLV, SIVB, SQ, SWAV, V, ZNGA

Current Some Interest Watchlist:
ABMD, BABA, BFYT, BIDU, BILI, BZUN, COUP, CSGP, EXPI, FTCH, FTNT, FVRR, GLOB, OLED, OLLI, SE, SPOT, TSLA, XLNX, ZG

Bold = New Stock or Altered Position
(.5)= 1/2 Position
(2) = Double Position

[BlueWolf]

I opened a 1/2 position in SWAV today @$37.40. I’ll start posting my entry prices at the time of entry from now on. If you’re interested in knowing all my entry prices, I can post a summary. Just ask. Here is my current positions list along with my high and moderate interest watchlists for long term (LT) plays:

Current LT Positions:
AAPL, AAXN, AMT, ANET, APPN(2), AYX(2), CGNX(.5), CRM(.5), CRSP(.5), CRWD(.5), DDOG, DOCU, EDIT, EEFT(.5), EPAM(.5), ETSY, FICO(.5), FLGT(.5), FRPT(.5), FSLY, GH, HQY(.5), IIPR(.5), INSP, ISRG, LVGO(.5), LYV, MA(.5), MDB, MDLA(.5), MELI(2), MSFT(.5), MTCH, NTNX(.5), NVCR, NVDA, NVTA, OKTA, PAYC(.5), PING(.5), QTWO(.5), RDFN(.5), RGEN(.5), SDGR(.5), SFIX, SHOP, SMAR, SPCE(.5), SPLK(.5), SWAV(.5), TDOC(2), TEAM, TLRA, TREX, TTD(2), TTWO, TWLO, VEEV(2), WD(.5), WIX(.5), WORK, ZEN(2), ZM, ZS(.5)

Current High Interest Watchlist:
ADBE, AMZN, APPF, ATVI, BKNG, BRK/B, CRNC, DAVA, EQIX, ESTC, EVBG, FB, HCAT, HUBS, KNSL, LITE, MASI, MNST, PANW, PYPL, ROKU, RVLV, SIVB, SQ, V, ZNGA

Current Moderate Interest Watchlist:
ABMD, BABA, BFYT, BIDU, BILI, BZUN, COUP, CSGP, EXPI, FTCH, FTNT, FVRR, GLOB, OLED, OLLI, SE, SPOT, TSLA, XLNX, ZG

Bold = New Stock or Altered Position
(.5)= 1/2 Position
(2) = Double Position

[BlueWolf]

I closed my LYV position today. They haven’t been participating in the market rally and, because of the nature of their business, I think it’s going to be a long time before they will be able to recover from the COVID-19 lockdown. I’ll put it in my moderate interest list for now as I might someday re-open a position. I just felt it would be better to either park the money or put it into something that is more likely to near-term participate in the recovery. Here is my current positions list along with my high and moderate interest watchlists for long term (LT) plays:

Current LT Positions:
AAPL, AAXN, AMT, ANET, APPN(2), AYX(2), CGNX(.5), CRM(.5), CRSP(.5), CRWD(.5), DDOG, DOCU, EDIT, EEFT(.5), EPAM(.5), ETSY, FICO(.5), FLGT(.5), FRPT(.5), FSLY, GH, HQY(.5), IIPR(.5), INSP, ISRG, LVGO(.5), MA(.5), MDB, MDLA(.5), MELI(2), MSFT(.5), MTCH, NTNX(.5), NVCR, NVDA, NVTA, OKTA, PAYC(.5), PING(.5), QTWO(.5), RDFN(.5), RGEN(.5), SDGR(.5), SFIX, SHOP, SMAR, SPCE(.5), SPLK(.5), TDOC(2), TEAM, TLRA, TREX, TTD(2), TTWO, TWLO, VEEV(2), WD(.5), WIX(.5), WORK, ZEN(2), ZM, ZS(.5)

Current High Interest Watchlist:
ADBE, AMZN, APPF, ATVI, BKNG, BRK/B, CRNC, DAVA, EQIX, ESTC, EVBG, FB, HCAT, HUBS, KNSL, LITE, MASI, MNST, PANW, PYPL, ROKU, RVLV, SIVB, SQ, V, ZNGA

Current Moderate Interest Watchlist:
ABMD, BABA, BFYT, BIDU, BILI, BZUN, COUP, CSGP, EXPI, FTCH, FTNT, FVRR, GLOB, LYV, OLED, OLLI, SE, SPOT, TSLA, XLNX, ZG

Bold = New Stock or Altered Position
(.5)= 1/2 Position
(2) = Double Position

[BlueWolf]

Sorry to post again so soon, but I just put some of my LYV money back to work in a 1/2 position in KNSL @$112.16. Here is my current positions list along with my high and moderate interest watchlists for long term (LT) plays:

Current LT Positions:
AAPL, AAXN, AMT, ANET, APPN(2), AYX(2), CGNX(.5), CRM(.5), CRSP(.5), CRWD(.5), DDOG, DOCU, EDIT, EEFT(.5), EPAM(.5), ETSY, FICO(.5), FLGT(.5), FRPT(.5), FSLY, GH, HQY(.5), IIPR(.5), INSP, ISRG, KNSL, LVGO(.5), MA(.5), MDB, MDLA(.5), MELI(2), MSFT(.5), MTCH, NTNX(.5), NVCR, NVDA, NVTA, OKTA, PAYC(.5), PING(.5), QTWO(.5), RDFN(.5), RGEN(.5), SDGR(.5), SFIX, SHOP, SMAR, SPCE(.5), SPLK(.5), TDOC(2), TEAM, TLRA, TREX, TTD(2), TTWO, TWLO, VEEV(2), WD(.5), WIX(.5), WORK, ZEN(2), ZM, ZS(.5)

Current High Interest Watchlist:
ADBE, AMZN, APPF, ATVI, BKNG, BRK/B, CRNC, DAVA, EQIX, ESTC, EVBG, FB, HCAT, HUBS, LITE, MASI, MNST, PANW, PYPL, ROKU, RVLV, SIVB, SQ, V, ZNGA

Current Moderate Interest Watchlist:
ABMD, BABA, BFYT, BIDU, BILI, BZUN, COUP, CSGP, EXPI, FTCH, FTNT, FVRR, GLOB, LYV, OLED, OLLI, SE, SPOT, TSLA, XLNX, ZG

Bold = New Stock or Altered Position
(.5)= 1/2 Position
(2) = Double Position

[BlueWolf]

Going against the market, but liking the setup, I opened a full position in RVLV this morning at 11.31. Here is my current positions list along with my high and moderate interest watchlists for long term (LT) plays:

Current LT Positions:
AAPL, AAXN, AMT, ANET, APPN(2), AYX(2), CGNX(.5), CRM(.5), CRSP(.5), CRWD(.5), DDOG, DOCU, EDIT, EEFT(.5), EPAM(.5), ETSY, FICO(.5), FLGT(.5), FRPT(.5), FSLY, GH, HQY(.5), IIPR(.5), INSP, ISRG, KNSL, LVGO(.5), MA(.5), MDB, MDLA(.5), MELI(2), MSFT(.5), MTCH, NTNX(.5), NVCR, NVDA, NVTA, OKTA, PAYC(.5), PING(.5), QTWO(.5), RDFN(.5), RGEN(.5), RVLV, SDGR(.5), SFIX, SHOP, SMAR, SPCE(.5), SPLK(.5), TDOC(2), TEAM, TLRA, TREX, TTD(2), TTWO, TWLO, VEEV(2), WD(.5), WIX(.5), WORK, ZEN(2), ZM, ZS(.5)

Current High Interest Watchlist:
ADBE, AMZN, APPF, ATVI, BKNG, BRK/B, CRNC, DAVA, EQIX, ESTC, EVBG, FB, HCAT, HUBS, LITE, MASI, MNST, PANW, PYPL, ROKU, SIVB, SQ, V, ZNGA

Current Moderate Interest Watchlist:
ABMD, BABA, BFYT, BIDU, BILI, BZUN, COUP, CSGP, EXPI, FTCH, FTNT, FVRR, GLOB, LYV, OLED, OLLI, SE, SPOT, TSLA, XLNX, ZG

Bold = New Stock or Altered Position
(.5)= 1/2 Position
(2) = Double Position