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   Strategies & Market TrendsTrader J's Inner Circle


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To: Trader J who wrote (54542)4/4/2022 12:53:19 PM
From: Trader J
   of 55245
 
QCOM: Dang it. Missed my entry because I got sidetracked. It was my best idea heading into late last week and I just slipped up with reviewing to end the week like I try to do. Name has been punished and provided a fantastic entry for those remaining patient. I'll sit on my hands again for a bit.

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To: Trader J who wrote (54543)4/4/2022 12:54:40 PM
From: Trader J
   of 55245
 
CLF - One of my favorite traders and would have been nice to hold onto this after my last successful trade. But as it stands, it rose another 50% to $32. I would be taking this off the table at this price if I had held the position.

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To: Trader J who wrote (54544)4/4/2022 1:00:06 PM
From: Trader J
   of 55245
 
SNOW: Has been a monster since my purchases at $194 and $170. Can't say I'm going in for another piece here after the rally but this is one of my conviction tech trades. They are not profitable yet but will be soon. They are in a HUGE mega-potential space and are a blue chip name. This one is a very long term hold for me and expect it to be back over $300 in short order unless the market melts down.

This is a name you buy and forget for at least 7-10 years. Then, when you look back at it, your $10,000 purchase is worth $X00k+, if they hit and continue their growth. I'm focusing more on their quarterly earnings and seeing profitability in short order. SNOW and TWLO are my two favorites for this type of potential.

The trader in me would like to take the 30% and wait for a chance to reenter lower but not going to play that game with these names.


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To: Trader J who wrote (54542)4/4/2022 1:04:39 PM
From: Elroy
   of 55245
 
Just glancing at your portfolio, I noticed this one.

ROKU - they do streaming TV? Isn't that commoditized? We recently moved from overseas, and bought new TVs. We have Netflix, Apple+, Paramount+ (free with T-Mobile), HBO Max (free with T Fiber) and we pay for Disney+.

The only one we pay for is Disney+, and we pay a bit ($4 per month) to get a second Netflix screen (we get the first one free with our T-Mobile cell phone plan).

How does ROKU fit into this streaming mess? With Netflix collapsing, and everybody offering a streaming service, what's the ROKU long term competitive advantage?

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To: Trader J who wrote (54545)4/4/2022 1:17:27 PM
From: Elroy
   of 55245
 
This

This is a name you buy and forget for at least 7-10 years.

And this

I'm focusing more on their quarterly earnings and seeing profitability in short order.

Don't quite add up.

Do you know why SNOW is better than other software companies in the cloud space? Yes, it's a huge market and growing rapidly. Why will SNOW be the winner 7-10 years from now? Any idea?

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To: Elroy who wrote (54539)4/4/2022 1:39:25 PM
From: Madharry
   of 55245
 
kweb might fit the bill for you though its mostly internet focused.

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To: Trader J who wrote (54542)4/4/2022 1:51:12 PM
From: Madharry
   of 55245
 
as always a thoughtful post. I spent some time over weekend ruminating over my portfolo. my dividend income relative my expenses portfolio breakdown. I looked at the increase in home prices over the past two years. for most parts of the country the rise has been 30-37%. the stock market for most people has been up considerably as well. other segments of the population have benefited from the child care credit.
went to a new bar/restaurant for the first time. a bit of a dive. the burgers with one side were $12.75 on up. no shortage of customers. there doesnt seem to be a shortage of jobs either. I just dont much downside here barring a nuclear event which is always possible, but i cant quantify that in my assessment. I think there are plenty of values out there.

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To: Trader J who wrote (54537)4/4/2022 6:17:01 PM
From: Madharry
   of 55245
 
I dont think i have seen so many stocks that look like values to me in a long long time. we will see if I am just kidding myself or not in the next year or two. What has happened in china makes no economic sense. Softbank has made something close to 200 investments in 2021 many into chinese companies. If the chinese are not going to be cooperative and help those company list on Nadaq someday it would be foolhardy for Softbank to make any new investments in Chinese companies, and that holds true for every venture capitalist out there. the entire private banking industry might as well close up shop and go elsewhere. Nothing can topple a government faster than no jobs and no food. I dont know what sort of safety net is provided for the unemployed in china but my guess is its not much. On a short term basis I am encouraged by Apple and Google having positive days.

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From: Trader J4/6/2022 10:00:41 AM
   of 55245
 
TLRY Earnings: Interesting release and showing some of the potential. This is a stock that wants to run but it's going to take some of the positive catalysts to play out over time before realizing full potential. This earnings report is showing some of the financial efficiency moves paying off and the stock is reacting to the positive comments about future revenues.

finance.yahoo.com

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To: Madharry who wrote (54550)4/6/2022 10:06:10 AM
From: Trader J
   of 55245
 
Value: The value play is still working it seems but I still can't get excited about most stocks right now with the overhang of some of the negative catalysts, primarily geopolitical, inflation and Fed. There are a lot of big flies in the market ointment right now that have a lot of downside potential and I don't think the markets have truly priced them in. To me, it's priced for a soft landing in all of them and I that's a three way parlay I don't think I can get behind.

That said, I'm still looking to snipe where I can and I want to take those other positions in some of my favorite long term tech plays that I missed in the last couple of weeks. Playing the long game can be tough in a market like this because the tides can be violent both ways over the short term. It's why I'm definitely shading to small additions where I can and retaining the cash.

We just have to each, individually, pick our spots for those names we want to enter.

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