Stock Coverage 5.2.17 (post-close)
Here’s how I have things rated going in to the morning: *T1_ACCUM (ER >21d, NASDAQ, LCs) EQIX GOOGL INTC MSFT NFLX PYPL SBUX *T1_ACCUM (ER >21d, NYSE, LCs) ABBV BX CMI CSX HDB SNY SPGI UTX V *T1_ACCUM (ER > 21d, NASDAQ, MCs) CGNX FLIR ULTA *T1_ACCUM (ER >21d, NYSE, MCs) GLW IR PEB VEEV […]
Coverage 3.30.17 (afternoon)
Here’s how I’m set up for trade this afternoon. Earnings hold process in effect after this week. *T1_ACCUM (ER >21d, NASDAQ, LCs) AAPL ADBE AMZN BABA CSCO EQIX FB GOOGL MSFT PCLN TSLA *T1_ACCUM (ER >21d, NYSE, LCs) BA BAX CMI DOW GLW IR *T1_ACCUM (ER > 21d, NASDAQ, MCs) ALGN AZPN KRNT PRAH *T1_ACCUM (ER >21d, […]
Coverage 3.23.17 (afternoon)
*T1_Accum (ER >21d, NASDAQ, LCs) BABA EQIX ADBE PYPL FB AAPL *T1_Accum (ER >21d, NYSE, LCs) CCI V DUK SNY ED WM *T1_Accum (ER > 21d, NASDAQ, MCs) TAL *T1_Accum (ER >21d, NYSE, MCs) DFT KEY CIM STWD XEL PEB CNP CMS BAX LLL CRL ARI *T1_HOLD (ER > 21d, NASDAQ, ALL) FFIV ALGN AMAT […]
Coverage 3.22.17 (after close)
T1_ACCUM (ER >21d, NASDAQ, LCs)NVDAPYPLAAPLEQIXADBEFBINCYT1_ACCUM (ER >21d, NYSE, LCs)FDXCCIEDSNYVWMSYKDUKT1_ACCUM (ER > 21d, NASDAQ, MCs)TTDTALT1_ACCUM (ER >21d, NYSE, MCs)ANETDFTPEBKEYLLLCNPCIMBAXCMSCRLXELSTWDT1_HOLD (ER > 21d, NASDAQ, All)MXIMPFPTTXNBABAMDCOAMATHQYISRGCRMALGNGOOGLT1_HOLD (ER > 21d, NYSE, All)GLWPFGCMINOCGDHDRTNBASCIRMXLPFELMTNSCARIBMOGSKUTXUNHT1_DIST (ER > 21d, NASDAQ, All)TSLASWKSAVGOUTHRULTAAMZNMPWRXLNXPCLNFLIRAERICDWIONSAZPNFFIVCMET1_DIST (ER > 21d, NYSE, All)TWTRBRK BLHWALKODOWTSEMOSOJNJTNETGSRMPVZMSESNTADCT2_INIT (ER > 21d, ALL, ALL)LITEEDUPRAHVEEVBLKBLHOAEEGKOSHDBOTEXDTEXELAMGNROKDISNFLXARIAOSINNAEISICEGRMNMRCYT2_PRIME (ER > 21d, ALL, ALL)COOMOMOIDXXCGNXFFVMWMSFTSAPKRNTPPLNEEABBVT2_WATCH (ER < 21d, ALL, ALL)ILMNXCSXMCHPSYYNTESSBUXCRUSTPICCMACDNSMAEWBIIBGWPHDPSZBHGATXRAICOMMGNTX […]
Year-End Housekeeping
Ok just wanted to touch on a couple of things going into year-end here. First, this next year we’ll be focusing on growth on the money management side of the business. Since I opened the RIA too much time has been spent on strategy, organization, planning and frustrating and time-consuming administrative matters. Second, we are […]
On speculative account management
To a great extent, the performance of an account is directly proportional to how quickly the management can admit they were wrong. Your money is supposed to be working for you, not against you. In the absence of the experience, expertise and resources needed to properly manage your own accounts, you can find someone who […]