the beauty of trend following

angelafund

angelafund, I am studying ggal, acom and LCRY and may consider long one of them. In your opinion, wh ...
yuliang 发表于 2010-12-6 14:27

both lcry and ggal are within buy range, meaning you won't be easily shaken out. ACOM is way extended, you don't want to chase extended stocks. In terms of fundamentals, ACOM is the strongest. Both LCRY and GGAL have spotty fundamentals.

angelafund

do you long REE now? want to follow but google finance has 20mins delay. I cannot see the current pr ...
littlevivi 发表于 2010-12-6 15:53

yes, i went long REE ... however this is a risky stock, so keep your size in manageable size ...

angelafund

buy crm ...

angelafund

buy crm ...
angelafund 发表于 2010-12-7 09:54

keep the new buy on tight leash ... as i am all in ... so new buys should have tight cut loss point, cut loss is 10MA which is 2% below

igloo

老大，ree该 cut loss 吗？

angelafund

回复 325# igloo

this is a risky stock, so give it more room

angelafund

this market is under sector rotation which explains why tech growth stocks are lagging ... glad i bought a bunch of TNA which help my acct to go very green today ...

angelafund

let's cover V

buy TNA before market close!
angelafund 发表于 2010-12-1 15:43

look at my buy on TNA, a beautiful decision, isn't it?

angelafund

let's do some selling,

sell half TNA
sell all GGAL

sell some gold/silvers

angelafund

bought NTAP in the morning ...

my stocks look solid ...

the high vol reversal yesterday does not mean it is THE top ... one day does not make a top ... and my stocks are holding nicely ... so they are still on HOLD

My main holdings are,

TNA
agq/dgp/ura (sold half yesterday)
ffiv
nflx
open
sina
vsh
ggal (sold all yesterday)
tzoo
bidu
tibx
crm (bought yesterday)
NTAP (bought this morning)

I have some other small positions, such as IGOI, NEWP etc ... not worth mentioning

angelafund

bought NTAP in the morning ...

my stocks look solid ...

the high vol reversal yesterday does n ...
angelafund 发表于 2010-12-8 14:34

sina

crm black candle stick? who cares ...

ntap ... solid ... storage stocks are still hot ...

nflx, not bad of a close ... all other stocks i am holding are acting normally, there is nothing to get freaked out about ...

as i said, one day high vol reversal is not a top ...

mlz

thanks! you are doing great!

nirvana

angelafund

sina very nice ... getting extended ... i may lock in some gains after tday ...

nflx ... huh? holding 21 days nicely ... in spite of a downgrade ...

equity put/call ratio is getting extreme ... so lock in some gains is a good idea ... we may continue to rally until the year end though ... that is my guess

angelafund

let's do the selling

sell all nflx
sell all crm (back away)

sell half TZOO (take proifts)
sell half SINA (take profits)

Move $$ to buy the following,

CGNX
MCP
DHX

techs are starting to weaken ... so move $$ away from tech ...

angelafund

let's do the selling

sell all nflx
sell all crm (back away)

sell half TZOO (take proifts)
sell half SINA (take profits)

Move $$ to buy the following,

CGNX
MCP
DHX

techs are starting to weaken ... so move $$ away from tech ...

angelafund

let's do the selling

sell all nflx
sell all crm (back away)
sell all vsh


sell half TZOO (take proifts)
sell half SINA (take profits)

Move $$ to buy the following,

CGNX
MCP
DHX

techs are starting to weaken ... so move $$ away from tech ...

angelafund

let's do the selling

sell all nflx
sell all crm (back away)
sell all vsh


sell half TZOO (take proifts)
sell half SINA (take profits)

Move $$ to buy the following,

CGNX
MCP
DHX

techs are starting to weaken ... so move $$ away from tech ...

lucky99

回复 338# angelafund

Thanks for sharing!

大牛Steve