PIMPING STOCKS

[call_me_ishmael]

FB made some cash - Up like 40% since I posted that, then AAPL had a nice 10% climb in the past two weeks, too.

[Bretsky]

I sold my RDN for a profit of around 20%
I am concerned that with the Fed not investing in Mortgage Bonds the Housing Market is going to be in pain again soon. Nothing wrong with taking a profit and trying to find another gem. I also sold off my Bank of America (I hate the company but I bottomfeeded on this one when I bought) and EMC for a profit, and my BRCM for a loss. I wanted to have some available cash for the next month when I think some opportunities will come up to buy good companies at somewhat discounted prices on days the market tanks.

I've invested some money in ECOM; this one might be a Partial Special. It IPO'd this year and first earnings report really impressed me. It's highly speculative; a Bretsky specialty.....high risk...high reward.....who knows. I put money in about half my position.....plan on buying more by end of year

I am confident I want to invest in the following stocks over the next few months. Yahoo....new management is turning this company around, Facebook.....I am pissed at myself for not jumping in when I told me dad I was going to in mid 20's, EBAY (I think this one is fairly valued but I think they will spin off Pay Pal down the road and that IMO may be the future of billing, WWAV (food company who just had nice earnings and is in stage one of growth), and maybe MU (Micron Technologies)

I am intrigued by and still reading about ZNGA as a turnaround play now that they hired the Micrsoft Exec and he's cleaning some house and restructuring, but this one has been a dog.

KEEP IN MIND: this is kind of my play money and my investing style often leads to stocks that are home runs or strikeouts. I've got kids to put through college so my dream is these investments.....which function as my play money......I find one or two home runs. I am heavily vested in IRA's and 401K's so what I get out of my small stocks are a bonus.
At this point those are the birds I want to own by end of 2013 along with LULU, UA...UNDER ARMOUR , and AMAT...APPLIED MATERIALS...AND ECOM 9ChannelAdvisor.com).....whiich I will probably buy more soon).

I do think there are some great values out there, such as CSCO and even AAPL. But I'm not looking for a CSCO that will get you 20%. And while I'm confident AAPL will get you twenty percent over the next year.......this little portfolio is my lottery and I think it may take a while to double.


ANY IDEAS...............WOULD LOVE TO HEAR THEM !!!!!!

[Bretsky]

BTW.....>VERY PISSED AT MYSELF for not putting my money where my mouth was (I touted the company to investing friends and jumping in Z (Zillow) while in the 20's. Since I'm in that industry, not showing balls with that stock will probably haunt me forever ((((

[call_me_ishmael]

Long with 155 shares of AAPL right now. Very confident in 650 and SOON. It's forming a gigantic cup on the chart. Technically, it is incredibly solid. Fundamentally, my opinion is it's very solid (low PE, high PEG though growth has slowed)

[call_me_ishmael]

401Ks are the shit, man. I have been maxing mine out for 4 years, so inserted a total of 66K with like 3% of that coming from my employer. It's now valued at 98K. Baller as shit! I have put in zero effort managing this and it just grows and grows and grows!

I firmly believe that the 20s are the most important years of a person's life financially due to compound interest. Wife and I are both earning big bucks right now and pumping cash into the bank and house like mad. Goal is to pay off the 400K house by 32.

[Bretsky]

Long with 155 shares of AAPL right now. Very confident in 650 and SOON. It's forming a gigantic cup on the chart. Technically, it is incredibly solid. Fundamentally, my opinion is it's very solid (low PE, high PEG though growth has slowed)

I agree AAPL is going up ...to the 600's....I'm just looking for multi baggers so I'm looking for the more gems

[Bretsky]

OK HOMIIEEEEES

What's hot and not with stocks ? I want to meet and have drinks with Patler. His last stock analysis in the Packer thread really impressed me. I thought he was going to just be a low risk value only guy. I was deal wrong

I HIT ONE and MISSED ONE by NOT SWINGING

UA...............DA HOODY GENIUS OF APPAREL.......BOOM.........UNDER ARMOUR
Have owned this one for a year; crushed estimates and up $20 bucks today. Not much to dislike about this stock

I told me dad he HAS TO BUY DAM FACEBOOK early summer; then when they crused earnings estimates the first time he asked if I was in cause it went up $8 that day
Now it's about $30 more and I keep waiting for pullbacks that just aren't FRICKING COMING............I was a LOSER on this one by not swinging

Any views on Facebook here ?

If Partial is still reading, I hope he sold his Apple and rolled it to Facebook or other stocks.........lots of nice profits lately

any BIOTECH GUYS ???

Views on ISIS Pharmaceuticals ????? It is on my hitlist.

Also closely watching YELP and WDAY.

Would love to hear what others are doing

[Bretsky]

REVOLUTIONARY TECHNOLOGY ALERT

THE CLOUD

Anybody following Cloud Stocks ? Concur blew estimates away today. CNQR. Facebook as well. I've been watching WDAY (Workday) and YELP lately.

Any pimping ?

[call_me_ishmael]

AAPL is going to 900 in 2014. Allegedly, it will bottom at 425 first. I'd get long soon. I told you FB was gonna double. I sold it too early.

I've been too busy with other stuff to trade a lot lately.

[Bretsky]

Partial.....I think you need to get back into the research game SOON
I'm a bit disappointed....with you being a techie...that you dont have your list of the BEST CLOUD STOCKS

I'm also surprised you are still pimping Apple; it's just not the stock it used to be. Their price is about where it should be.

New innovative technogies are coming out where you can hit multibaggers IMO; I'd much rather Chase those than throw my money at Apple right now; the evidence out there is things are just slowing there. It's a few great quarters away from being a 900 stock IMO

[Bretsky]

AAPL is going to 900 in 2014. Allegedly, it will bottom at 425 first. I'd get long soon. I told you FB was gonna double. I sold it too early.

I've been too busy with other stuff to trade a lot lately.

Read about Facebooks last earnings report and listen to the conference call. I'm thinking about swallowing my pride about not getting in earlier and finding an entry point.
I'll put my money there before APPL

[MJZiggy]

I should invest in FB considering how much I use it. There was an article recently that predicted that FB would lose 80% of its users based on an epidemiological study. I LOL'd.

[Kiwon]

I should invest in FB considering how much I use it. There was an article recently that predicted that FB would lose 80% of its users based on an epidemiological study. I LOL'd.

MJZ - Social Media Change Denier. You troglodyte.

http://finance.yahoo.com/blogs/hot-stock-minute/facebook-to-lose-80--of-its-users-by-2017--according-to-a-new-study-142057526.html;_ylt=A0SO8yXMqe1SfioAMzhXNyoA;_ylu=

[Bretsky]

I should invest in FB considering how much I use it. There was an article recently that predicted that FB would lose 80% of its users based on an epidemiological study. I LOL'd.

Read and listed to facebook's conference call from last week; their earnngs, growth, and that call were scary good

[Bretsky]

MJZ - Social Media Change Denier. You troglodyte.

http://finance.yahoo.com/blogs/hot-s...MzhXNyoA;_ylu=

I don't buy into this; Facebook is growing on so many levels even if it loses some of it's users....the ad revenew and mobile are growng so fast.
For what it's worth I'm not an investor in Facebook yet....still trying to figure this one out..........but they just reported, to my surprise, a dynamic report and growth outlook.
Each time they've did this they follow through with a better quarter than projected.

Got any stock ideas ? I'm always game to research