Stock Picking (Beat Boho) Contest - V2.0

[tulak]

If being down is an extra 160k, I’ll take it!

[ERD50]

Quote:

Originally Posted by Boho The rankings page for Friday won't be updated until later today but each player page has up to date account values. Here are two: nunnun: $1,198,874.80 Boho: $1,035,612.53 I'm up for the month, nunnun is down.

What kind of math are you using? Or has your delusion hit new levels?

Month to month, you were up more than nunnun was up. nunnun was not down.

NOV2018 nunnun: 1.90%

NOV2018 Boho: 2.85%


At any rate, it not a one month contest. The cumulative so far:

nunnun: 19.89%

Boho: 3.56%

My math says you are stinkin' up the place!

My math also says to beat nunnun (let alone the ~ 6 players ahead of him), you have 16 months to make up a 16.33% deficit, so you need to outperform nunnunn by over 1% a month. Should be easy, right? Or will you use Boho math?

-ERD50

[sengsational]

You guys are killin' me!

[Boho]

I read the wrong column in Seng's post. It was the wrong day too. Someone should create a linked index of the monthly results. Here's November:

[ERD50]

Wow, only 4 'players' ahead of napper nunnun!

"Someone should create a linked index of the monthly results. "

here's what I have tracked....

-ERD50

[Boho]

For those who can't open the above spreadsheet, here's a snapshot:

[sengsational]

Quote:

Originally Posted by ERD50 Wow, only 4 'players' ahead of napper nunnun!

Not wildly surprising since the way to win this game is to swing for the fences and in a downdraft, those high-flier stocks tend to take an enormous hit, whereas the well-diversified manage better. Lol! Fermion is in first and last place!

K$	counts	best	worst
Player Rank Value of All Value of:Open Cash Balance Average Cash Fermion 1 $1,621K $1,357K $264K $499K comsecga 2 $1,409K $1,510K $-100K $-59K exnavynuke 3 $1,319K $1,594K $-274K $-337K Totoro_ERF 4 $1,306K $1,138K $168K $139K nunnun 5 $1,199K $1,167K $31K $18K covert1 6 $1,164K $1,164K $0K $82K kite_rider 7 $1,162K $487K $675K $397K Spudd 8 $1,123K $938K $185K $154K cfahey27 9 $1,119K $1,102K $17K $307K easysurfer 11 $1,076K $945K $131K $222K nvestysly 12 $1,069K $1,068K $1K $268K DieWurst 13 $1,062K $1,062K $0K $4K cdailey 14 $1,039K $1,823K $-784K $118K BohoII 15 $1,036K $1,091K $-56K $40K natetheb 16 $1,025K $1,025K $-0K $948K sengsational 17 $1,019K $1,017K $2K $23K lbymfreddie 18 $1,017K $1,014K $3K $53K NormYoung 19 $1,016K $905K $111K $652K t3ztam3nt 20 $1,001K $5K $996K $1,000K RiskyBusinessC2 28 $966K $674K $292K $478K underwrite 29 $944K $901K $42K $768K Clone2 30 $939K $919K $20K $455K KCScubaSteve 31 $926K $921K $6K $665K lawrencewendall 32 $913K $1,404K $-491K $-537K ransil 33 $902K $1,447K $-544K $633K RISP 34 $754K $730K $24K $-8K Fermion1 10 $371K $490K $-120K $224K	Current Open Long Trades Short Trades Option Trades R/T Trades R/T-Un St 2 2 0 0 0 0 6 27 4 0 13 12 4 12 0 0 5 3 2 11 0 0 4 4 2 2 0 0 0 0 4 15 0 0 1 1 2 25 0 2 10 10 7 123 18 11 78 52 4 5 0 0 0 0 3 18 0 0 0 0 20 29 0 0 0 0 3 11 0 0 0 0 12 12 0 0 0 0 5 313 2 0 193 95 9 13 0 0 0 0 31 178 1 0 80 50 4 37 0 0 17 7 6 7 0 0 0 0 1 1 0 0 0 0 3 5 2 15 1 1 8 8 0 0 0 0 2 2 0 0 0 0 5 5 0 0 0 0 8 19 0 0 0 0 18 237 4 0 108 25 6 38 8 1 21 13 1 16 2 0 10 4	Ticker Stock Gain Loss Gain/Loss Percent ECYT $940K 390% SHOP $202K 112% SSO $128K 27% PII $106K 42% VOO $85K 17% MNKD $60K 26% ROKU $72K 38% LEDS $150K 80% AAPL $76K 16% VTI $50K 14% LLY $24K 49% VNQI $10K 3% AMZN $49K 17% ANW $25K 4% MFA $7K 4% IRMD $26K 54% BOFI $164K 34% AMZN $25K 18% BLL $1K 12% NAVI $7K 6% DIS $12K 10% none $0K ?% TSLA $39K 16% SDYL $13K 23% NVDA $22K 10% SONC $73K 73% NVDA $49K 5%	Ticker Stock Gain Loss Gain/Loss Percent CLSN $-319K -65% GIMO $-59K -21% SOXL $-36K -7% DB $11K 6% VTI $83K 17% DFE $-41K -13% JNUG $-45K -26% BB $-101K -20% NVDA $-5K -7% VXUS $-8K -3% GE $-39K -68% VWO $-1K -0% BABA $-20K -14% RAD $-140K -24% AGNC $-0K -1% ICON $-23K -70% TEVA $-163K -51% FB $-20K -13% BLL $1K 12% EDF $-102K -22% GE $-47K -44% CAT $-68K -14% NVDA $-135K -35% FTR $-147K -74% XOG $-72K -53% LB $-31K -31% KITE $-312K 133%

[Boho]

"US President Donald Trump and his Chinese counterpart Xi Jinping have agreed to halt new trade tariffs for 90 days to allow for talks."

I can't imagine talks falling apart within the next 30 days. Probably not 60 days either. Neither could I imagine a good negotiator settling for less than everything after only 30 or 60 days when he has 90, and neither side will be getting everything. I think I have 60-90 days to liquidate what I bought on dips and buy the manufacturing sector. After the trade deal I'll check the status of Trump's troubles and decide when to liquidate everything and buy gold or something.

[Totoro]

Quote:

Originally Posted by Boho I can't imagine talks falling apart within the next 30 days.

Quote:

Originally Posted by Boho Neither could I imagine a good negotiator settling for less than everything after only 30 or 60 days

Some may say you are a dreamer.

[MichaelB]

Quote:

Originally Posted by Totoro Some may say you are a dreamer.

But he’s not the only one ..

[imp4]

Quote:

Originally Posted by Totoro Some may say you are a dreamer.

But I'm not the only one....

[MichaelB]

gmta

[Chris7]

Yikes, how did the tariff deal fare today?!?
cd :O)

[Boho]

Quote:

Originally Posted by Chris7 Yikes, how did the tariff deal fare today?!? cd :O)

I sold yesterday and bought today.

[Boho]

I bought more FIDU today. Here's what I have:

[ERD50]

Quote:

Originally Posted by Boho I bought more FIDU today. Here's what I have:

So your $976K account is on margin to the tune of $618K?

Well, if you timed it right, that could move you up in the rankings. If not...

https://www.youtube.com/watch?v=9HVejEB5uVk

-ERD50

[ERD50]

Of course, you could just sell some of your winners.

Oh, never mind.

-ERD50

[easysurfer]

With all current gyrations in the market, thought I'd take a peek at the top standings.

Spudd wrestled the lead away from Fermion with a giant one day uptick in value change.

[SecondCor521]

Quote:

Originally Posted by easysurfer With all current gyrations in the market, thought I'd take a peek at the top standings. Spudd wrestled the lead away from Fermion with a giant one day uptick in value change.

I was curious what Spudd did, so I logged in and took a look.

It looks like he (she?) bought 34,000 shares of CGC (a marijuana stock) yesterday at about $28.38 per share, and the stock is now trading at $31.54 or so. Obviously that's only about $100K of gains, so it doesn't explain the $600K increase. If you look at Spudd's account now, the CGC holding shows an almost $700K drop in value today.

I think somehow there was a wonky stock price for CGC sometime in overnight trading and the Investopedia site latched onto it, so Fermion will probably be back in the lead after the rankings are done after close of market today.

[Spudd]

I agree, I too was trying to figure out why I leaped to the top. My CGC trade was good, but not that good.