I can be Huge too

[antioch6]

Today I bought GRBK at 22.6910, SD at 19.90, and TECK at 41.3750.

[antioch6]

Now that I think about it, I'd rather hold RJI and RJA than BBD. Wouldn't you rather own food, energy, and metals vs bank deposits? Maybe it makes some sense to hold some in cash. That would make a case for holding gold. And that would make a case for holding military power, which goes back to technology. So... I'm looking for some gold and some technology... I don't want gold because it looks high. Technology looks expensive. So I want cash. This leaves me with 33.33% in oil, 33.33% in housing, and 33.33% in dollars. Hmm.

[antioch6]

I looked for a third. This time, thinking I could find a company outside the u.s., I screened for stocks with a p/e under 10 that were foreign.

BBD has a p/e of 4.2, steady earnings, and has bottomed out after dropping for months. It's up 2.57% while the average stock is down.

This changes my plan to 33.33% in SD, 33.33% in GRBK, and 33.33% in BBD. Tight stops on all three. I'll say 1-3% or less.

[antioch6]

I screened again, filtering for stocks with a p/e below 10:

GRBK - p/e of 5, steady earnings, good short term relative strength.

This one has been down for 6 months. It bottomed a couple weeks ago. I'll be watching for any weakness

Going with 50% in SD and 50% in GRBK. Tight stops on both.

[antioch6]

Buying SD when it opens. P/E of 6, steady earnings, and the relative strength is good.

[antioch6]

Here is the dump for the week:

COP MAT PM NVS KDP MOH ANTM BG IMO SD ADM AGRO

[antioch6]

Here is the dump for the week:

TROW CNC SEM MYRG LKQ GOOGL EVTC GRMN EXPD

[antioch6]

Here is the dump for the week:

GSL PHM VALE LEN DHI NOA SFM TOL NOC REGN SMID DG ORLY LOW COKE MYRG HD UNH CNQ CMCSA LOGI DECK GRMN ENSG FB NDAQ GOOG VMW INFY MNST ADBE

Higher P/E List: AMZN NVDA SQ ROKU

[antioch6]

Here is the dump for this week:

OAS OMP SUN QFIN ET GSL BPMP PDM HEP ASO MPLX EVC SKM AM EPD NJR VWTR EBAY SEM SBR SRLP KMI DCP NDAQ WIT INFY A

[antioch6]

Here is the dump for this week:

CCS TD FFWM RY SLF HONE BMO CASH CVS SEM HESM SIVB LOGI MYRG EXPD MTZ GRMN FB GOOGL MSFT

[antioch6]

Here is the dump for this week:

CCS MS MPLX KRE GLD BNS CVS BMO RY CM HCA SMID SEM CNC PIPR CNBKA TGLS SFBS LKQ NSIT JLL NOMD COKE MYRG LOGI MTZ EXPD


There are a lot of names and the market looks strong, so I will be buying this week.

[antioch6]

Here is the dump for this week:

INFY MED WIT FDX GRMN NEM EXPD MTZ UNH MYRG NSIT SIVB SJM CVS TD CI

Trying to make a list once per week.

[antioch6]

Buying

BIDU 259.158
CSIQ 64.63
EEM 56.455
HTH 32.516
HZO 46.51
JD 100.976
JKS 72.733
NOAH 49.771
NTES 126.51
REGI 101.705

Holding LOGI 98.62

Here is my dump for the week: GOOG + the stocks listed abov3e

[antioch6]

Buying my top pick. This month it's LOGI

[antioch6]

Selling everything on the up day. I'm supposed to hold while outperforming the market; everything just looks very pricey.