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S&P 500: 1,996.74
Change: -0.17%
rjm77me
P&P Score: 100.00   Points: 815.15   Accuracy: 72.95%   Average Pick Score: 1.12   Annual Return: 29.90% (153.29% since 7/16/09)  

rjm77me's Blog : Latest entries

Right or wrong - With today's sales my 401K is 80% cash

Date August 26, 2014     Comments Comments (2)    Rate this post Recommend This Post (8)
There will be buying opportuniy on selective basis. I will let them show up.
I expect mild red days for next 2 / 3 days. Todays market action appears short term Top. Again those are my views. I am normally ahead of curve - meaning it may take few exta days to see a mild market pull back - Not a Correction.

Two big winners out of $THI and $BKW = $THI and Mr Buffett

Date August 26, 2014     Comments Comments (1)    Rate this post Recommend This Post (6)
If any one had shares in $THI (Canadian coffee chain) - The best one can do is take profit NOW.
The second dark horse winner is Mr Buffett for extending credit to facilitate the deal. he will walk away with 5 to 10% of the joint company for free. 
Valuation for both companies are streched sky high. For average investor it is time to take profit and say thank you for this deal. The other winners are insiders / Bankers. 
Any one holding the stock beyond 15 days is likely to get burned…

Sorry Mr Icahn - have you tried to do activist action on your portfolio

Date August 21, 2014     Comments Comments (2)    Rate this post Recommend This Post (12)
Ichan literraly own $FDML, CVRR, CVI AND UAN
Most of the stocks are sitiing near lows for the year. Are those undervalued or over valued even at these levals.
It is nice to be pushing others with out cleaning your own stuff

Retail Sector has been on fire for last 7 days - $ROST up after hours

Date August 21, 2014     Comments Comments (2)    Rate this post Recommend This Post (12)
I bought Sept 70/72.5 call psread risking 85 cents in last 30 minutes of the day - before close
Stock is now touching $73 after hours - should make some money tomorrow
Lot of retail stocks are extended
Like TGT missed earning and still went up big. Going to watch for pull back in number of retail sector

Market on tear for 2 days with out any big drivers - Except Russian front quite

Date August 19, 2014     Comments Comments (4)    Rate this post Recommend This Post (15)
I took advantage to reduce long side exposure by 50% in last 2 days. Even my $YNDX sprang to life after being in loss for few days - So let it go for now and book decent profit.
Will the drum beat goes on - who knows - some cautions is lways helpful.

I am on vacation for next 3 weeks with limited activity. I will provide some up dates

Date August 14, 2014     Comments Comments (1)    Rate this post Recommend This Post (14)
I am spending few hours a day using limit orders
Buying $VZ call was just kind of lucky - Warren Buffett added to his position as shown by his new additions. I should make some money for quick trade - say 15% - as I am using options.
One call it lady luck or just picking it as value play

Is Great Investments? - an Art or Science = None of two - just some common sense and hard Work

Date August 8, 2014  Edited: August 8, 2014     Comments Comments (2)    Rate this post Recommend This Post (29)
Learn and Have a process and make it work.
Make small changes, tweak it and enjoy.
 

Market started with a whimper and ends with a ROAR

Date August 8, 2014     Comments Comments (5)    Rate this post Recommend This Post (20)
That is the nature of stock market
Good economic news set up the day
Some intra day Russia news just have folks buying.
I can not complain as un loaded some existing poisions and made money in some day trades
Made money in QCOM, HON, AAP and XOM to name a few
Bought some IWM put spreads as a hedge for the rainy day

Why is $SAP DOWN = Is it a broken company = NO it beat earning

Date August 4, 2014  Edited: August 5, 2014     Comments Comments (6)    Rate this post Recommend This Post (24)
$SAP is down with the index. It can easily rally 5% when the German Index $EWG reverses. Germany is down due to the sanctions imposed on Russia. It's economy has direct hit. I do not know all the knitty gritty. All I know the whole thing is over done.
I am a buyer of $SAP her - bought some options. Risk $1 down and upside $4 - good enough for me.
Please do youwr own home work

Investment 101 Earning Plays = Hardcore beaters

Date August 2, 2014  Edited: August 2, 2014     Comments Comments (20)    Rate this post Recommend This Post (26)
There are about 30 stocks which I qualify as hard Core Earning beaters and raise the estimates.
It is better if these are in mid cap sector with high short interest.
$SYNA, $SNA, $MCK are few
I will add more to list
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