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Sand said:
Leading a camel to water.  

I think we already know if he'll drink...
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I noted the declining VIX when I said to buy when we were at 23,500 DJIA...

On another note, I'm just so bullish oil. ####### XOM - man, that buy is making me ecstatic, but I agree with the analyst... VIX shouldn't be this low, not a bad idea to buy a call as a hedge as we're again moving away from positioning for shocks. 

Might buy one for some protection.  

 
fantasycurse42 said:
I noted the declining VIX when I said to buy when we were at 23,500 DJIA...

On another note, I'm just so bullish oil. ####### XOM - man, that buy is making me ecstatic, but I agree with the analyst... VIX shouldn't be this low, not a bad idea to buy a call as a hedge as we're again moving away from positioning for shocks. 

Might buy one for some protection.  
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Yeah - about 10% of my net worth is CVX.  So I'm well aware.  And I was very well aware when CVX was at 70, too...

 
fantasycurse42 said:
I noted the declining VIX when I said to buy when we were at 23,500 DJIA...

On another note, I'm just so bullish oil. ####### XOM - man, that buy is making me ecstatic, but I agree with the analyst... VIX shouldn't be this low, not a bad idea to buy a call as a hedge as we're again moving away from positioning for shocks. 

Might buy one for some protection.  
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XOM is a long term holding of mine and can't wait to get back to green on this one.  At least the dividend has been giving me some dollar cost average reducing, if that is a bright side.  

 
fantasycurse42 said:
I noted the declining VIX when I said to buy when we were at 23,500 DJIA...

On another note, I'm just so bullish oil. ####### XOM - man, that buy is making me ecstatic, but I agree with the analyst... VIX shouldn't be this low, not a bad idea to buy a call as a hedge as we're again moving away from positioning for shocks. 

Might buy one for some protection.  
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Agree, of course, and TVIX killing me today when the VIX is up 3% and TVIX down over 7%.  Stupid rebalancing and decay. 

 
Those VIX calls are working for me - oil, gas, oil stocks all holding strong... 

Gold :bag:  Long long horizon on this one so whatever, but pretty disheartening watching them push it below $1,300, signals more downside to come :kicksrock:

 
Just sold COP for a profit of about $2,500 - after tireless research, switched that position to APC, like that one better and decided to keep XOM instead as I had to close one of the two to open APC - like the dividend tbh. 

 
Also, and prob not for everyone, but heating oil (distillate) is down 30% in storage YoY - market looks super super tight. 

Futures symbol is HO, be ready for a wild ride if you take an interest.. 

 
Micron has arrived guys. Killer investors conference yesterday where they announced $10B stock buy back. It’s going to run like NVDA did. 

 
Cobalt 27 :coffee:

Just hit the tape - got their first major streaming deal with a cobalt producing mine in Papau New Guinea.  Paid $145MM for it.  Should lift the stock tomorrow.  Will update accordingly.

 
Cobalt 27 Acquires a Cash Flowing Cobalt-Nickel Stream on Producing Ramu Nickel-Cobalt Mine for US$113 Million (C$145 Million)

TSX Venture:  KBLT
FRA:  27O

Cobalt 27 is pleased to announce the transformational acquisition of a producing cobalt-nickel stream over a long-life, world-class asset that provides immediate cash flow to the Company

The world's first producing cobalt-nickel stream on the world-class Ramu Nickel-Cobalt Mine

  • ·         Stream over 55.0% and 27.5% of Highlands Pacific Limited's ("Highlands") attributable share of cobalt and nickel production, respectively, from the Ramu Nickel-Cobalt Mine ("Ramu") in exchange for a US$113 million (C$145 million) upfront deposit (the "Transaction")
  • ·         Highlands management estimates a mine life in excess of 30 years
  • ·         As a result of the Transaction, Highlands' effective attributable ownership of Ramu will increase from 8.56% to 11.3%
  • ·         Estimated attributable stream production of approximately 450,000 lbs of cobalt and 2.25 million lbs of nickel in concentrate per year
  • ·         Expands and diversifies portfolio: cobalt and nickel are important battery metals positioned to benefit from global adoption of electric vehicles and grid storage systems
  • ·         Cobalt 27 is in advanced discussions with two local PNG stakeholders which own an equity interest in Ramu (collectively "MRDC") to negotiate a US$87 million stream agreement on the same terms for a proportionate metal stream based on their aggregate attributable interest in Ramu
  • ·         Ramu has successfully ramped up since construction completed in 2012 and is now operating at peak production and in the 1st quartile of the global cost curve and maintains robust margins at spot and long-term consensus prices.‎
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  •  
 
NREC34 said:
Micron has arrived guys. Killer investors conference yesterday where they announced $10B stock buy back. It’s going to run like NVDA did. 
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Good luck with that. Did Dodds ever confirm how much he made off NVDA? He was way ahead of the curve on that one. 

 
Just bought some JPM at $105.5, this is overdone for their stock IMO.

200 DMA is about $105.25, excellent risk reward at this level on the gold standard for banks - if this tanks from here, prob going to want to sell everything, IMO. 

 
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JPM is easiest trade I'll ever make (I hate saying that, but kinda reflects my sentiments) - you have 2 views right now, it is a dip and you buy it, or the bull market is dead and you liquidate everything, I don't think we're done. If this one crashes below the 200 DMA, and doesn't rebound, it'll be time to get out of everything (follow the banks). 

 
fantasycurse42 said:
Just bought some JPM at $105.5, this is overdone for their stock IMO.

200 DMA is about $105.25, excellent risk reward at this level on the gold standard for banks - if this tanks from here, prob going to want to sell everything, IMO. 
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:bowtie:

 
dschuler said:
I bought MU before earnings and tripled my position today.  Average share price $53.80.  They beat top and bottom on earnings and raised guidance, but everything around them was terrible for semi and I imagine a lot of profit taking this week before fund quarters end.  China tariff, crypto down big, autonomous car fiasco all not good.  

Also, bitcoin on the verge of trading below $7,000 after hours right now. 
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Holy Moly MICRONolli!  Up 33% in a month.  It’s up over 100% in a year.  Up 500% in two years.  Forward P/E less than 5.  10 Billion in buybacks.  50% future FCF reinvested to buybacks.  Strong buy #1 Zacks.  Straight to 70  here we come.  Next $NVDA in the works!

 
Not sure how amzn can continue to climb the way it is. I'm certainly not complaining tho. $$$$ :excited: $$$$

Every time I check in on it, it seems like it's Up another $10. This has to end at some point, right?

 
APC btw, I mentioned it a little while back - I love this commodities play - going to mid $80's by EOY imo. My largest position.

Watch out for volatility/jawboning leading into the big OPEC meeting on June 22nd, but the facts are pretty straightforward:

  • Aramco (state owned Saudi oil company) is looking for largest IPO ever early in 2019 - They're hoping for a $2T valuation, but everything I read points to a $1-$1.5T area - maybe they can lead the market higher?
  • If other E&P's are up big by then, guess who gets a bigger valuation? 
  • Guess who has the biggest influence over the price of oil?
See the pattern above? Buy the APC dips. 

CRC is volatile as ####, but if you're going small, buy the dips there too. 

 
Capella said:
#amz2k2018
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amzn up another $24 today. Just can't believe this can continue climbing like this day after day.

I keep thinking it might be a shark move to sell before it corrects itself ... and buy back in when it does ... but it only goes UP! LOL $$$

 
Bossman said:
amzn up another $24 today. Just can't believe this can continue climbing like this day after day.

I keep thinking it might be a shark move to sell before it corrects itself ... and buy back in when it does ... but it only goes UP! LOL $$$
Click to expand...
I'd love to time this just right and sell 70 shares of amzn and buy them back at $50 less per. Shorting my own stock so to speak.

Even a $20 dip would net me $1400.

I keep asking myself ... is today the day? It has to correct at some point, no? 

I've had some success doing so with TVIX ... last week sold 3000 at 5.42 ... and this week buying back in at 4.92 ... net $1500

 
stbugs said:
Almost at 1700. Crazy, but I’m happy.
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I've come to the conclusion that people have too much money ... and need to invest in SOMETHING.

Those that aren't trading stocks will invest in mutual funds. Mutual fund managers that want to keep their jobs are putting money in amazon.

Lots of money coming in. 

I was concerned that I went way overboard buying amzn with this being a very large chunk of my portfolio  ...  but obviously no regrets.

 
I’m slowly building a monster position in APC - I just keep going back to Aramco... Theyve shelved this IPO to boost valuation, plain and simple. Now prices are up (and Aramco needs them to stay up), I’m pretty confident if E&P’s get crushed, Aramco’s valuation tanks. There has never in the history of the world been a company that has such complete and utter dominance of their space as Aramco does. When I say this, I mean in the sense that they effectively control the price of their underlying product, even though it is technically controlled by a free market. 

If APC tanks, it’s because of a recession and we’re all ####ed anyways, IMO. 

Theyve secured transportation contracts for most of their products, theyve tightened their balance sheets and trimmed tons of fat during the oil collapse, & the last time their earnings were this strong was in 2014 - basically right before the oil collapse. Right now we aren’t at the end of this oil cycle like last time (and no way OPEC makes the same blunder as they did in 2014 again) barring a recession. The biggest threat to the market right now is a Chinese trade war, hopefully that is avoided, although that’s the one thing that keeps me up at night in regards to investments (which I have gold and cash to play defense against). 

Im avoiding all noise, and simply buying 500 shares a week, which I will continue to do so for the next 3 months.

Stock isn’t too far from resistance, but once it fights through, I see smooth sailing to the high 80’s, and if things stay as they are now, I think it can get over $100. 

Think this could be a 50% gainer in the next 12 months, they’re as well positioned in the oil space as anyone for big gains. 

Obviously if OPEC floods the market at their meeting on 6/22, I’ll have to reevaluate, but for now, I really really like everything about Anadarko. 

@siffoin the chart has me a little worried it could be near a top, could you take a look at APC and let me know what you’re seeing? Outside of a recession, the chart is the only thing that gives me any doubt at all on this one. Much appreciated!! 

 
Bossman said:
Not sure how amzn can continue to climb the way it is. I'm certainly not complaining tho. $$$$ :excited: $$$$

Every time I check in on it, it seems like it's Up another $10. This has to end at some point, right?
Click to expand...


Bossman said:
amzn up another $24 today. Just can't believe this can continue climbing like this day after day.

I keep thinking it might be a shark move to sell before it corrects itself ... and buy back in when it does ... but it only goes UP! LOL $$$
Click to expand...


Bossman said:
I'd love to time this just right and sell 70 shares of amzn and buy them back at $50 less per. Shorting my own stock so to speak.

Even a $20 dip would net me $1400.

I keep asking myself ... is today the day? It has to correct at some point, no? 

I've had some success doing so with TVIX ... last week sold 3000 at 5.42 ... and this week buying back in at 4.92 ... net $1500
Click to expand...
Alright, amzn up another $30 yesterday, nearly $100 in a week  ... about to hit $1700 which could be a selloff point for many.

so I'm thinking TODAY might be the day it corrects ... time to dump and reload? 

Nope, Premarket trading has it up another $7. No resistance at $1700 whatsoever. 

Now I'm thinking that maybe I should be buying more? . ... but last time I did that it went from $1585 to $1460 lickety split. 

 
Bossman said:
Alright, amzn up another $30 yesterday, nearly $100 in a week  ... about to hit $1700 which could be a selloff point for many.

so I'm thinking TODAY might be the day it corrects ... time to dump and reload? 

Nope, Premarket trading has it up another $7. No resistance at $1700 whatsoever. 

Now I'm thinking that maybe I should be buying more? . ... but last time I did that it went from $1585 to $1460 lickety split. 
Click to expand...
Every day I wish I had even more. 

 
Capella said:
Every day I wish I had even more. 
Click to expand...
I do too, although with as much as we’re up at this point, I almost wish we could sell it all just to lock in all the gains. I’m not greedy, so it does worry me just based on the amount. I’m not concerned about the company. 

 
fantasycurse42 said:
I’m slowly building a monster position in APC - I just keep going back to Aramco... Theyve shelved this IPO to boost valuation, plain and simple. Now prices are up (and Aramco needs them to stay up), I’m pretty confident if E&P’s get crushed, Aramco’s valuation tanks. There has never in the history of the world been a company that has such complete and utter dominance of their space as Aramco does. When I say this, I mean in the sense that they effectively control the price of their underlying product, even though it is technically controlled by a free market. 

If APC tanks, it’s because of a recession and we’re all ####ed anyways, IMO. 

Theyve secured transportation contracts for most of their products, theyve tightened their balance sheets and trimmed tons of fat during the oil collapse, & the last time their earnings were this strong was in 2014 - basically right before the oil collapse. Right now we aren’t at the end of this oil cycle like last time (and no way OPEC makes the same blunder as they did in 2014 again) barring a recession. The biggest threat to the market right now is a Chinese trade war, hopefully that is avoided, although that’s the one thing that keeps me up at night in regards to investments (which I have gold and cash to play defense against). 

Im avoiding all noise, and simply buying 500 shares a week, which I will continue to do so for the next 3 months.

Stock isn’t too far from resistance, but once it fights through, I see smooth sailing to the high 80’s, and if things stay as they are now, I think it can get over $100. 

Think this could be a 50% gainer in the next 12 months, they’re as well positioned in the oil space as anyone for big gains. 

Obviously if OPEC floods the market at their meeting on 6/22, I’ll have to reevaluate, but for now, I really really like everything about Anadarko. 

@siffoin the chart has me a little worried it could be near a top, could you take a look at APC and let me know what you’re seeing? Outside of a recession, the chart is the only thing that gives me any doubt at all on this one. Much appreciated!! 
Click to expand...
The Daily Chart is STRONGLY Bullish with that trend confirmed from the beginning of 2018.  To me what looks more promising is the Weekly Chart which is just now confirming a new Bullish Trend.  Looking at the 2014 High AND the 2016 Low the $70ish level is an important level representing a 50% Fib Retracement zone.  A drop to $60ish  would be the next lower level of support- below that I'd be concerned it's a failing trend.  Above $80 and I think $100+ target seems reasonable.  How long would it take to get there?  That's a tough one to answer.  But ideally - it would be a smooth run and take 18 or so months.  We live in a time where things can change with a tweet so I reserve the right to change my opinion but I do think you've got a good fish hooked on the line.

 
siffoin said:
The Daily Chart is STRONGLY Bullish with that trend confirmed from the beginning of 2018.  To me what looks more promising is the Weekly Chart which is just now confirming a new Bullish Trend.  Looking at the 2014 High AND the 2016 Low the $70ish level is an important level representing a 50% Fib Retracement zone.  A drop to $60ish  would be the next lower level of support- below that I'd be concerned it's a failing trend.  Above $80 and I think $100+ target seems reasonable.  How long would it take to get there?  That's a tough one to answer.  But ideally - it would be a smooth run and take 18 or so months.  We live in a time where things can change with a tweet so I reserve the right to change my opinion but I do think you've got a good fish hooked on the line.
Click to expand...
Thanks Siff!

 
Bossman said:
Alright, amzn up another $30 yesterday, nearly $100 in a week  ... about to hit $1700 which could be a selloff point for many.

so I'm thinking TODAY might be the day it corrects ... time to dump and reload? 

Nope, Premarket trading has it up another $7. No resistance at $1700 whatsoever. 

Now I'm thinking that maybe I should be buying more? . ... but last time I did that it went from $1585 to $1460 lickety split. 
Click to expand...
Here goes nothing:

06/06/2018    Executed    AMZN    AMAZON.COM INC    Sell    72.000    $1,691.57

 
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