Hey Mark, glad to hear things are well on the road. how much time do you have when the tour rolls into a new town? I see JT is scheduled to play the local outdoor amphitheater - but at this point, lawn tix seem to be whats left - and those just aren't for me - lol. But if you have extra free time when in town, let me know.
On the stock front - I still have the bullish bias just like you, and have been very pleased the last 6 weeks going against the grain being bullish while the bears have missed this move. I have also been delving a bit more into the technicals - and while I have alsways used candlestick charts, have been playing around with point and figure charts. Kind of interesting - not sure if you have used them or not - if so, I'd appreciate your input on their intricacies.
Right now, some stocks I like or have been playing are: VIGN (a break out of a long forming base - with an upcoming conference), MRVC another one that recently broke out and undervalued fundamentally IMO, VNWK a recent breakout on big volume with strong insider buying, LLTC and MDCC recent quadruple top breakouts on P&F charts among others (including all my value techs posted here 2 months ago like AMD, SAWS, SNDK, TQNT etc )
(Here is the portfolio link and my "value" buys back in march)
siliconinvestor.com
I also have been playing non techs for more longer term (not day or even week trades) - things like AA and IP (cyclicals to benefit from rate cuts), MO (with upcoming Kraft IPO and 4% dividend now paying more than money markets), FLR (an energy construction play), VLO ILA HAL SLB (energy plays), and some financials
This mix has been working real well for me - and I am continuing to rotate as needed. Anyway, good luck with the tour - I'll look forward to your road reports |
