I can be Huge too

[Louetta]

It hasn't even been a month and I was given a wild ride in DAL and BOFI... thought about buying more as they plunged 15% but I still expect another chance. VZ hasn't done much except inch it's way higher. I'm also eyeing DNKN as my next top pick. Might start another 0.33% position maybe 0.5%(still don't like the market at this level).

A comparison of VZ with SPY for June shows VZ up 8.5% with SPY down 1.5%. That's inching up pretty well.

[antioch6]

It hasn't even been a month and I was given a wild ride in DAL and BOFI... thought about buying more as they plunged 15% but I still expect another chance. VZ hasn't done much except inch it's way higher. I'm also eyeing DNKN as my next top pick. Might start another 0.33% position maybe 0.5%(still don't like the market at this level).

[Louetta]

I know I'm going to regret this by the end of the year when the sky falls, but I went with these 3 to start building my mechanical investing strat up to 25% (0.33% each):

DAL 37.94
VZ 53.26
BOFI 17.1398305 (lol)

I do think we're going to get croaked sometime twixt now and 10/1 but even if we do, VZ isn't a bad bet with that dividend in a world where a US 10-year gets you only 1.6%. How many people will sell that (VZ, I mean)?

[antioch6]

I know I'm going to regret this by the end of the year when the sky falls, but I went with these 3 to start building my mechanical investing strat up to 25% (0.33% each):

DAL 37.94
VZ 53.26
BOFI 17.1398305 (lol)

[antioch6]

I ran my screen again, and including previous dumps (many have noteworthy candidates that have sold off) I've narrowed down my choices to: BOFI XIN DAL TSM VZ. On a side note I like UNP PLAY DNKN NVDA DLTR FB, but think I'll get a better entry on them. For now I'd rather stick to stocks with lower p/e's and with less hot charts.

[antioch6]

ATRI,KORS,AVGO,TSM,ATRO,UNP,BOFI,VZ,SIMO,LVS,BURL, PLAY,MASI,TDG,TXRH,V,AVGO,STZ,CTXS,DNKN,ISRG,HSY,N VDA,EW,ULTA,BDX,CMN,SHEN,DLTR,FB,WST,BCR,ZBH,BSFT, DLTR

This is my newest and latest dump. I'll narrow them down then pick a few and buy them next week. Like before (2014), I'll try to build up my portfolio to 25% invested...

[antioch6]

It's time to kick start my screening process again. I bought ssri and cree last week. I've followed both of them for over 2 years. On their 20 year monthly charts they have support around these levels, and together with their longer term stories they are buys. I'm still going to stagger my buying into 3 purchases. I'll run my mechanical screen on the weekend.

[antioch6]

Here is my screen for this week. OVBC, SPAN, IBA, AP, HBHC, ALG, ETN, AEGN, OBCI, SLB, CMI.

[antioch6]

Well the sky never fell. It feels weird wishing for bad things to happen just so I can buy stocks cheaper. I still don't plan on buying anything, but will restart my screening routine to analyze the data. Looking back over my threads, I had some good ideas and decent picks. My weakness was: not sticking to my plan and not being patient with my picks. Always something to improve on.

[jiesen]

Is the sky falling? I have a few friends that moved their 401ks to a cash position when the DOW was around 16k last month.

I moved my 401k to a mostly cash position, too, even earlier than that. Missed out on about 15-20% of additional increase in the S&P. Doh!
Still pretty sure we'll see S&P at around 1600 again, tho.

[sixfeetfour]

In a rash move today I am selling most of my stocks. Sold INTX LMT KRE RAD THI SWHC UNP. I cast my nets out every few months, and now I'm harvesting what little profit I have. My average gain from these picks is 14.9% so far before taxes, comimssions and distributed unequally. I'm back to about 6% invested and feeling okay in cash.

Is the sky falling? I have a few friends that moved their 401ks to a cash position when the DOW was around 16k last month.

[antioch6]

In a rash move today I am selling most of my stocks. Sold INTX LMT KRE RAD THI SWHC UNP. I cast my nets out every few months, and now I'm harvesting what little profit I have. My average gain from these picks is 14.9% so far before taxes, comimssions and distributed unequally. I'm back to about 6% invested and feeling okay in cash.

[antioch6]

1% into XIN at 5.04 and 1% into MELI at 99.11

[antioch6]

Biding Time



Some of my stocks went up and some went down. I'm a little butthurt about watching my "almost buys" go higher. In the long run maybe being patient and going slow will pay off. I really can't know where the market is going next, so I need to find a way in and out of stocks without totally depending on the overall market swings.

Sticking to my plan, I'll slowly move into stocks this year until I'm 25% invested in them. Here are my 21 candidates for now. I'll buy one of them by the end of month.

DAL TSGTY TM MU GOOG SNE AMTD HOT INVN KORS DANG PWRD TNH SNDK VOD BID ADM XIN MELI AGU GM

[antioch6]

I decided to buy some shares in SLW today. Talked about the gold and silver stocks so much in my other thread. I've been waiting for them to cool off and now seems like a decent time. Someone from MrMarket forum also recently bought SSRI. I was considering these yesterday for the first time in about two months, and today they are up 2-4%. Bought a 3% position in SLW only, since it looks like the highest quality company in the area.