Stocks for the Long Term

[BlueWolf]

I closed a LOT of positions today, leaving me with only a handful left open. I will post details at the end of the week. Even though the market was up today, I saw a lot of high flyers selling off today, including quite a few that were in my portfolio sitting on nice profits. So I took those profits knowing I can reset when the time is right. Right now, my gut is still telling me to be wary. Can’t put my finger on it in the charts, but something feels off. At least a couple of my short watchers hit big today: LI (down 7.8%) and XPEV (down 9.2%). They both hit almost immediately and then headed down for the rest of the day. Maybe I’m wrong about the impending bearishness. If so, I will have to rebuild my portfolio at an opportune time, which, given the elevated valuations, won’t be easy without a pullback. We’ll just have to wait and see.

[BlueWolf]

I added a few more positions this week, but I am starting to feel as though the market may be losing a little of its steam. I will be keeping a careful eye on things. Here are my current positions and watchlists.

Current Ownership:
AAPL, AAXN, ANET, APPN, AYX, CRM, CRSP(.5), CRWD, DDOG, DOCU, ESTC, EXPI, FLGT, FRPT(.5), FSLY, FVRR, HCAT(.5), HUBS, IPOB, IPOC(.5), KNSL, LMND, MDB, MDLA(.5), MGNI(.5), NCNO, NET, NTNX(.5), NVTA, OKTA, PING, PINS, QDEL, RDFN, SHOP, SMAR(.5), SPCE(.5), SPLK(.5), TDOC, TWLO, U(.5), VCYT(.5), VEEV, WIX, ZM(2), ZS, ZUO(.5)

Tier 1 Interest: EDIT, ETSY, MELI, TEAM, TSLA, TTD, UPWK, WD, ZEN

Tier 2 Interest: ADSK, AMT, AMZN, BL, BRK/B, CRNC, EQIX, FB, FIVN, FTCH, FUBO, GLOB, INSP, LOB, MA, MASI, MSFT, MTCH, NOW, NVCR, NVDA, OPEN, PANW, PAYC, PYPL, QRVO, ROKU, RVLV, SFIX, SNOW, SQ, SWAV

Tier 3 Interest: ABMD, ADBE, APPF, ASML, ATVI, AVGO, BIDU, BILI, BKNG, BOMN, BYND, BZUN, CGNX, CLDR, COUP, CSGP, DAVA, DIS, EEFT, EPAM, EVBG, FICO, FLIR, FTNT, GH, GOOG, HQY, IDXX, IIPR, INS, IPHI, ISRG, LAZR, LITE, LYV, MNST, NEE, NICE, NNOX, OLED, OLLI, PI, PLTR, PTON, QS, QTWO, RGEN, RH, SDGR, SE, SGEN, SIVB, SPOT, SSTK, STAA, TREX, TTWO, V, WDAY, XLNX, ZBRA, ZG, ZNGA

Bold - New stock on list or stock that has changed lists

To all, a Merry Christmas!

[billyjoe]

I've got a big stake in OKE. With an over 9% div. and $40 below the price a year ago, I'm already up 7 points.

https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=oke&insttype=&freq=1&show=True

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

[BlueWolf]

I added quite a few positions early in the week as I continue betting on market bullishness. Gains are good right now, so I have to watch carefully for any kind of sudden correction. It’s just a matter of time, as always, but the trick is to try and stay in the game as long as possible. Here are my current positions and watchlists.

Current Ownership:
AAPL, AAXN, ANET, APPN, AYX, CRSP(.5), CRWD, DDOG, DOCU, ESTC, EXPI, FLGT, FRPT(.5), FSLY, FVRR, HCAT(.5), HUBS, IPOB, IPOC(.5), KNSL, LMND, MDB, MDLA(.5), MGNI(.5), NCNO, NET, NTNX(.5), NVTA, OKTA, PING, PINS, QDEL, RDFN, SHOP, SMAR(.5), SPCE(.5), SPLK(.5), TDOC, TWLO, U(.5), VEEV, WIX, ZM(2), ZS, ZUO(.5)

Tier 1 Interest: EDIT, ETSY, MELI, TEAM, TSLA, TTD, UPWK, VCYT, WD, ZEN

Tier 2 Interest: ADSK, AMT, AMZN, BL, BRK/B, CRNC, EPAM, EQIX, FB, FIVN, FTCH, FUBO, GLOB, INSP, LOB, MA, MASI, MSFT, MTCH, NOW, NVCR, NVDA, PANW, PAYC, PYPL, QRVO, ROKU, RVLV, SFIX, SNOW, SQ, SWAV

Tier 3 Interest: ABMD, ADBE, APPF, ASML, ATVI, AVGO, BIDU, BIGC, BILI, BKNG, BOMN, BYND, BZUN, CGNX, CLDR, COUP, CRM, CSGP, DAVA, DIS, EEFT, EVBG, FICO, FLIR, FTNT, GH, GOOG, HQY, IDXX, IIPR, INS, IPHI, ISRG, LAZR, LITE, LVGO, LYV, MNST, MRNA, NEE, NICE, NNOX, OLED, OLLI, PEGA, PI, PLTR, PODD, PTON, QS, QTWO, RGEN, RH, SDGR, SE, SGEN, SIVB, SPOT, SSTK, STAA, SWKS, TREX, TTWO, V, WDAY, XLNX, ZBRA, ZG, ZNGA

Bold - New stock on list or stock that has changed lists

[BlueWolf]

I re-factored my watchlists this weekend. Rather than try to highlight the changes, I will just post the new baselines. I still need to spend some time digging into my tier 3 stocks. When I have refactored that I will post another update.

Tier 1 Interest: ANET, EDIT, ETSY, HCAT, MELI, MGNI, NET, PINS, QDEL, SMAR, TEAM, TSLA, TTD, UPWK, VCYT, WD, ZEN

Tier 2 Interest: ADSK, AMT, AMZN, BL, BRK/B, CRNC, EPAM, EQIX, FB, FIVN, FRPT, FTCH, GLOB, INSP, LOB, MA, MASI, MSFT, MTCH, NOW, NVCR, NVDA, PANW, PAYC, PYPL, QRVO, ROKU, RVLV, SFIX, SNOW, SQ, SWAV

Tier 3 Interest: ABMD, ADBE, APPF, ASML, ATVI, AVGO, BIDU, BIGC, BILI, BKNG, BOMN, BYND, BZUN, CGNX, CLDR, COUP, CRM, CSGP, DAVA, DIS, EEFT, EVBG, FICO, FLIR, FTNT, GH, GOOG, HQY, IDXX, IIPR, INS, IPHI, ISRG, LAZR, LITE, LVGO, LYV, MNST, MRNA, NEE, NICE, NNOX, OLED, OLLI, PEGA, PI, PLTR, PODD, PTON, QS, QTWO, RGEN, RH, SDGR, SE, SGEN, SIVB, SPOT, SSTK, STAA, SWKS, TREX, TTWO, V, WDAY, XLNX, ZBRA, ZG, ZNGA

[BlueWolf]

I cautiously added a few more positions as I continue to ride the bullishness. Here are my current holdings and watchlists:

Current Ownership:
AAPL, AAXN, APPN, AYX, CRSP(.5), CRWD, DDOG, DOCU, ESTC, EXPI, FLGT, FSLY, FVRR, HUBS, IPOB, IPOC(.5), KNSL, LMND, MDB, MDLA(.5), NCNO, NTNX(.5), NVTA, OKTA, PING, RDFN, SHOP, SPCE(.5), SPLK(.5), TDOC, TWLO, U(.5), VEEV, WIX, ZM, ZS, ZUO

Tier 1 Interest:
CRNC, EDIT, EPAM, MGNI, NVDA, TEAM, TSLA, TTD, ZEN

Tier 2 Interest: ABMD, ADBE, AMT, AMZN, ANET, APPF, ASML, ATVI, BL, BRK/B, CGNX, COUP, CRM, CSGP, EQIX, ETSY, EVBG, FB, FICO, FIVN, FRPT, FTCH, GH, GLOB, HCAT, INSP, IPOB, IPOC, ISRG, LOB, MA, MASI, MELI, MSFT, MTCH, NCNO, NEE, NET, NNOX, NOW, NVCR, OLED, PANW, PAYC, PINS, PYPL, QRVO, QTWO, RGEN, RH, ROKU, RVLV, SFIX, SIVB, SMAR, SNOW, SQ, SRG, SSTK, STAA, SWAV, SWKS, TREX, TTWO, UPWK, V, VCYT, WD, WDAY

Tier 3 Interest: AVGO, BIDU, BIGC, BILI, BKNG, BOMN, BYND, BZUN, CLDR, DAVA, EEFT, FLIR, FTNT, GOOG, HQY, IDXX, IIPR, INS, IPHI, LAZR, LITE, LVGO, LYV, MNST, MRNA, NICE, OLLI, PEGA, PI, PLTR, PODD, PTON, QDEL, SDGR, SE, SGEN, SPOT, WORK, XLNX, ZBRA, ZG, ZNGA

Bold - New stock on list or stock that has changed lists

[BlueWolf]

I added a few more positions this week as the market continued its bullishness. Here are my current holdings and watchlists:

Current Ownership:
AAPL, APPN, AYX, CRSP(.5), CRWD, DDOG, DOCU, ESTC, EXPI, FLGT, FSLY, HUBS, IPOB, KNSL, LMND, MDB, MDLA(.5), NCNO, NTNX(.5), NVTA, OKTA, PING, RDFN, SHOP, SPCE(.5), TDOC, TWLO, U(.5), WIX, ZM, ZS, ZUO

Tier 1 Interest:
CRNC, EDIT, EPAM, ESTC, EXPI, FVRR, MDB, MGNI, NVDA, TEAM, TSLA, TTD, VEEV, ZEN

Tier 2 Interest: AAXN, ABMD, ADBE, AMT, AMZN, ANET, APPF, ASML, ATVI, BL, BRK/B, CGNX, COUP, CRM, CSGP, TDOC, EQIX, ETSY, EVBG, FB, FICO, FIVN, FRPT, FTCH, GH, GLOB, HCAT, HQY, INSP, IPOB, IPOC, ISRG, LOB, MA, MASI, MELI, MSFT, MTCH, NCNO, NEE, NET, NOW, NVCR, OLED, PANW, PAYC, PINS, PYPL, QRVO, QTWO, RGEN, RH, ROKU, RVLV, SFIX, SIVB, SMAR, SNOW, SPLK, SQ, SRG, SSTK, STAA, SWAV, SWKS, TREX, TTWO, UPWK, V, VCYT, WD, WDAY

Tier 3 Interest: AVGO, BIDU, BIGC, BILI, BKNG, BOMN, BYND, BZUN, CLDR, DAVA, EEFT, FLIR, FTNT, GOOG, IDXX, IIPR, INS, IPHI, LITE, LVGO, LYV, MNST, MRNA, NICE, NNOX, OLLI, PEGA, PI, PLTR, PODD, PTON, QDEL, SDGR, SE, SGEN, SPOT, WORK, XLNX, ZBRA, ZG, ZNGA

Bold - New stock on list or stock that has changed lists

[BlueWolf]

I added a few more positions this week as two of the three indices made new all time highs and the third came close. Here are my current holdings and watchlists.

Current Ownership:
AAPL, AYX, CRSP(.5), DDOG, DOCU, ESTC, EXPI, FLGT, FSLY, HUBS, IPOB, KNSL, LMND, MDB, MDLA(.5), NCNO, NTNX(.5), NVTA, OKTA, PING, RDFN, TDOC, TWLO, U(.5), WIX, ZM, ZS, ZUO

Tier 1 Interest:
APPN, CRNC, CRWD, EDIT, EPAM, ESTC, EXPI, FVRR, MDB, MGNI, NVDA, SHOP, TEAM, TSLA, TTD, VEEV, ZEN

Tier 2 Interest: AAXN, ABMD, ADBE, AMT, AMZN, ANET, APPF, ASML, ATVI, BL, BRK/B, CGNX, COUP, CRM, CSGP, TDOC, EQIX, ETSY, EVBG, FB, FICO, FIVN, FRPT, FTCH, GH, GLOB, HCAT, HQY, INSP, IPOB, IPOC, ISRG, LOB, MA, MASI, MELI, MSFT, MTCH, NCNO, NEE, NET, NOW, NVCR, OLED, PAYC, PYPL, QRVO, QTWO, RGEN, RH, ROKU, RVLV, SFIX, SIVB, SMAR, SNOW, SPCE, SPLK, SQ, SRG, SSTK, STAA, SWAV, SWKS, TREX, TTWO, UPWK, V, VCYT, WD, WDAY

Tier 3 Interest: AVGO, BIDU, BIGC, BILI, BKNG, BOMN, BYND, BZUN, CLDR, DAVA, EEFT, FLIR, FTNT, GOOG, IDXX, IIPR, INS, IPHI, LITE, LVGO, LYV, MNST, MRNA, NICE, NNOX, OLLI, PANW, PEGA, PI, PINS, PODD, PTON, QDEL, SDGR, SE, SGEN, SPOT, WORK, XLNX, ZBRA, ZG, ZNGA

Bold - New stock on list or stock that has changed lists

[BlueWolf]

I stuck my neck out this week and went on a bit of a buying frenzy. I like the long term bullish look of the indices, but I admit to be a little nervous about day-to-day gyrations. Still, you can’t win if you don’t play the game, so I’m taking a shot here. Tech stocks took a mini beating last week and seem to be recovering a little now. Here’d where I stand:

Current Ownership:
AAPL, AYX, CRSP(.5), DDOG, DOCU, ESTC, EXPI, FLGT, FSLY, HUBS, IPOB, MDB, MDLA(.5), NTNX(.5), NVTA, OKTA, TDOC, TWLO, U(.5), WIX, ZM, ZS

Tier 1 Interest:
APPN, CRNC, CRWD, EDIT, EPAM, ESTC, EXPI, FVRR, KNSL, LMND, MDB, MGNI, NVDA, RDFN, SHOP, TEAM, TSLA, TTD, VEEV, ZEN

Tier 2 Interest: AAXN, ABMD, ADBE, AMT, AMZN, ANET, APPF, ASML, ATVI, BL, BRK/B, CGNX, COUP, CRM, CSGP, TDOC, EQIX, ETSY, EVBG, FB, FICO, FIVN, FRPT, GH, GLOB, HCAT, HQY, INSP, IPOB, IPOC, ISRG, LOB, MA, MASI, MELI, MSFT, MTCH, NCNO, NEE, NET, NOW, NVCR, OLED, PAYC, PYPL, QRVO, QTWO, RGEN, RH, ROKU, RVLV, SFIX, SIVB, SMAR, SNOW, SPCE, SPLK, SQ, SRG, SSTK, STAA, SWAV, SWKS, TREX, TTWO, UPWK, V, VCYT, WD, WDAY, ZUO

Tier 3 Interest: AVGO, BIDU, BIGC, BILI, BKNG, BOMN, BYND, BZUN, CLDR, DAVA, EEFT, FLIR, FTCH, FTNT, GOOG, IDXX, IIPR, IPHI, LITE, LVGO, LYV, MNST, MRNA, NICE, NNOX, OLLI, PANW, PEGA, PI, PING, PINS, PODD, PTON,QDEL, SDGR, SE, SGEN, SPOT, WORK, XLNX, ZBRA, ZG, ZNGA

Bold - New stock on list or stock that has changed lists

[BlueWolf]

I sold off all of 18 of my positions this week, and then dipped my toes lightly back into the water, adding back five positions that didn’t seem as perturbed by the market volatility. These are five stocks I think I can hold onto even if there is another dip as I have long term faith in all of them. I didn’t want to be too deep yet in case this volatility persisted, especially with the election still being contested in the courts and more news on the status of vaccines pending. Here’s where I stand.

Current Ownership:
AAPL, CRSP(.5), FLGT, FSLY, IPOB

Tier 1 Interest:
APPN, AYX, CRNC, CRWD, DDOG, DOCU, EDIT, EPAM, ESTC, EXPI, FVRR, HUBS, KNSL, LMND, MDB, MDLA, MGNI, NTNX, NVDA, NVTA, OKTA, QDEL, RDFN, SHOP, TDOC, TEAM, TTD, TWLO, VEEV, WIX, ZEN, ZM, ZS

Tier 2 Interest: AAXN, ABMD, ADBE, AMT, AMZN, ANET, APPF, ASML, ATVI, BIGC, BL, BRK/B, CGNX, COUP, CRM, CSGP, TDOC, EQIX, ETSY, EVBG, FB, FICO, FIVN, FRPT, GH, GLOB, HCAT, HQY, INSP, IPOB, IPOC, ISRG, LOB, MA, MASI, MELI, MSFT, MTCH, NCNO, NEE, NET, NOW, NVCR, OLED, PAYC, PYPL, QRVO, QTWO, RGEN, RH, ROKU, RVLV, SFIX, SIVB, SMAR, SNOW, SPCE, SPLK, SQ, SRG, SSTK, STAA, SWAV, SWKS, TREX, TTWO, V, VCYT, WD, WDAY, ZUO

Tier 3 Interest: AVGO, BIDU, BIGC, BILI, BKNG, BOMN, BYND, BZUN, CLDR, DAVA, EEFT, FLIR, FTCH, FTNT, GOOG, IDXX, IIPR, IPHI, LITE, LVGO, LYV, MNST, MRNA, NICE, NNOX, OLLI, PANW, PEGA, PI, PING, PINS, PODD, PTON, SDGR, SE, SGEN, SPOT, TSLA, WORK, XLNX, ZG, ZNGA

Bold - New stock on list or stock that has changed lists

[BlueWolf]

I agree... and it's good that you got out before the drop!

You get caught in a big drop sometimes. It’s unavoidable. That’s why I like to hold a variety of stocks and not just bet the farm on a handful of stocks. I’ve found that evens things out because for every stock that jumps down, you’re likely to find one that jumps up to offset it.

[jiesen]

I agree... and it's good that you got out before the drop!

[BlueWolf]

Did you sell the QDEL before or after it dropped $80?

I sold QDEL way before it dropped. Now I’m thinking of swing trading it again. I still think it is a strong company with a solid future.

[jiesen]

Did you sell the QDEL before or after it dropped $80?

[BlueWolf]

In case you’re wondering, I went flat yesterday. Gonna regroup and try again later. It’s funny, but the NASDAQ took a beating yesterday, particularly e-commerce stocks while the Dow was up big on Corona virus news.