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Post by blygh on Oct 17, 2014 8:27:10 GMT -5
I expect a bounce today - I added to positions in transports( IYT) and chemicals (FSCHX) yesterday.
Blygh
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ira85
New Member
Posts: 837
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Post by ira85 on Oct 19, 2014 20:22:15 GMT -5
Bounce indeed!! Great call! I think your picture is a likeness of Socrates, apt image for wisdom. Maybe as a seer of future events you might be better represented by Nostradamus! -ira
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Post by blygh on Oct 26, 2014 18:14:12 GMT -5
Well I am looking for health care stocks which will do well by providing Personal Protective Equipment (PPE) to fight the Ebola epidemic
Which I fear may involve millions. As stated on the horse race board, I have CAH and MNK I plan on picking up BDX, BCR, BAX, MCKmaybe
IHI. In troubled times, pick industries with a low elasticity of demand.
Blygh
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Post by blygh on Nov 11, 2014 9:41:41 GMT -5
AIRLINES (AAL, DAL, UAL, SAVE, JBLU} have been doing very well as have railroads (UNP, KSU, GWR, CSX, NSC) - - you could just go IYT for a nice gain or FSRFX - profits increase on falling oil prices- I am keeping tight stops after a steep rise - Utilities up 9% in last quarter (probably also on oil prices)
Blygh
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Post by sd on Nov 12, 2014 20:51:03 GMT -5
Airlines should do well on dropping fuel prices- and the Ebola scare is diminishing- that- should promote travel-
A lot of the market gains this quarter reportedly may be on funds playing catch up- buying because they have under performed
Stops are always a good idea IMO- tighten on signs of weakness- .
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Post by blygh on Nov 21, 2014 19:42:20 GMT -5
Foreign stocks - EZA (Africa), INDL (India) and small investments in Canada (EWC) and Brazil (EWZ) are working out for me. Not ready to bet on Russia of the rest of the BRICS - avoiding Europe and eastern Asia . I dumped airlines on possible fuel price rise - still holding on the rails and rail equipment.
Blygh
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Post by blygh on Dec 13, 2014 10:01:01 GMT -5
I bought DTO three times in the last two weeks and sold it twice for profits - one big one small - but I think I am going to hold on to it for the week of Dec 14 - people are too nervous to drive oil prices back up so soon.
Blygh
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Post by blygh on Mar 6, 2015 22:04:08 GMT -5
Well how does one play an anticipated rise in Fed funds? Real estate and housing should be the first casualties (buy DRV?) although people thinking about getting a mortgage should be acting as soon as possible - so short term pop?? Capital intensive industries will suffer eroded profit margins but the higher dollar would make imports and off shore manufacturing cheaper. If buyouts will become more expensive due to higher interest rates, there should be more takeovers and buyouts in the near term. Biotechs may be the targets of big pharma. I am holding ANTH, CLDX, ACAD, PBYI CLDX and XOMA. Internet security seems to be a big issue although there was a sell off in Fire eye and Palo Alto Networks today (Fri March 6) but I am going to hold on to them. Consumer discretionary should pick up with lower unemployment and the aging of our autos should spur replacement purchase. I recently bought Toyota (TM) and Volkswagen (VLKAY} which benefit from the higher dollar.
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Post by blygh on Apr 21, 2015 22:39:44 GMT -5
I am starting to like rails, rail equipment and discount airlines. NEw positions in CSX, KSU, GBX, WAB, TRN, JBLU, SAVE,RYAAY
Blygh
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Post by blygh on May 1, 2015 18:41:22 GMT -5
The above trades mostly proved profitable today. I inserted tight stops on rail equipment. I took a small position in BIS (shorts biotechs) We'll see if it moves up next week. I sold positions in SCTY, IHF, IHI, IHE . I took a position in IAT. I think I will move into financials next week if they hold gains at Monday close
Blygh
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Post by blygh on Jul 1, 2015 17:31:54 GMT -5
I TOOK POSITIONS IN AGRICULTURAL STOCKS TODAY (7/1/15) AGU, CF, TNH AND sn ETF -MOO (MON is in my chemicals portfolio - but it too can be thought of as an argi-biz stock)
Blygh
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Post by blygh on Jul 31, 2015 8:39:09 GMT -5
Taking an interest in apparel stocks - COLM NKE UA SKX RCKY and travel and leisure PEJ (for an ETF) but I like TRIP PCLN CCL RCL - maybe JETS
Blygh
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Post by blygh on Aug 17, 2015 20:57:20 GMT -5
Moving into defense/aerospace stocks - MLM, GD, more LMT, HEI - ITA IS RISING ETF MOVING OUT OF AGRICULTURAL STOCKS - Holding on to cyber security PANW FEYE HACK, CYBR
Blygh
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Post by blygh on Oct 9, 2015 16:50:51 GMT -5
Moving into mining stocks - SCCO BHP RIO VALE - - dumping apparel stocks and just buying RETL
Blygh
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Post by blygh on Oct 23, 2015 18:16:46 GMT -5
Glad I got out of SKX -easing into Real Estate (DRN) -Still like retail (RETL) - nibbling at tech
Blygh
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