Monday, January 28, 2019

Indices down 1.09% to 1.36%.....

Indices are down on poor earning report from CAT and warning from NVDA.

S&P 500 @ 2635.75, low 2624.06, high 2644.97

Internals are negative by 2 to 1 average

Oil Down $1.74

Gold UP $4.00

Canadian $ Down 39 tick @ .6744

VIX UP 12.00% @ 19.51...high today 20.42

Portfolio BZUN ESTC FB IQ SQ TWTR

Most stocks are down

@ 2.20 PM following are green :

ESTC BIDU WB UAL MTCH AAL PHM KORS

AEM FSLR CRON CGC TLRY CRUS CSIQ
EXPE JKS LNG OSTK KBH M.....

BLOG does NOT give buy or sell.

Saleem

2 comments:

stocktrader_1996 said...

Hi Saleem,

In addition to the selling I posted on your prior thread, I did some more shuffling:

Sold ACIA @ 43.21

Despite what I think is going to be a great quarter, I can't shake the thought that another US ban on high tech exports to China might be coming. That would significantly impact ACIA.

Bought URI @ 125.17

I missed the first part of this run, but I still like the direction of the company, and their indication to put a pause on acquisitions for a while should lead to greater shareholder return of cash also.

Bought TENB @ 26.80

It looks like a stock ready to break out, and is fairly cheap compared to peers on a growth rate basis.

Stocktrader

Stocks100 said...


Hi Stocktrader,

Replied to your comment on prior thread.

Good luck with TENB & URI...

Saleem