Stock Picking (Beat Boho) Contest - V2.0

[sengsational]

I'm doing my best to make Boho look good

This table joins tickers together so should add up to the unique tickers that each player has had active. So for each stock a player has touched, this chart puts it in the plus or minus column.

Again, ignoring open positions.

Player	Rank	Winning Trades	Losing Trades	Percent Winners
exnavynuke	1	0	3	0%
Totoro_ERF	2	1	0	100%
comsecga	3	4	6	40%
up98down34	4	1	0	100%
Fermion1	5	2	2	50%
sengsational	10	19	12	61%
RISP	11	5	2	71%
lbymfreddie	13	2	1	67%
Spudd	15	13	15	46%
RiskyBusinessC2	17	1	2	33%
BohoII	18	49	6	89%
trashcan12	25	0	1	0%

[Boho]

Thank you. For the record, I only have three open positions.

[ERD50]

Quote:

Originally Posted by Boho Totoro could very well win the percent winners contest with his one stock. That's fine. We just have to look at the number of holdings to see how much it matters.

No we don't. It doesn't matter.

Normally, in any contest, the rules are defined before the contest starts. This one was created as the "Beat Boho" contest.

From what I can tell from the opening posts, this contest is decided by rank, and that is decided by portfolio value. End of story.

You sound like the baseball team claiming that while the other team scored more runs, you should win because you had more strike-outs. Sorry, that wasn't the game. If it was, maybe the other team would have focused on strike-outs instead.

Stop obfuscating and start showing us a portfolio value that rises above nunnun and stays there. That's the only thing that shows anything. You have quite a gap to fill. It needs to be filled with $$$, not excuses/promises.

-ERD50

[tinlizzy]

My first thought when this thread started was, Oh Brother. But it's very interesting!

[Totoro]

Quote:

Originally Posted by sengsational Again, ignoring open positions.

In my case, the closed out minor position was one very early on, two days after I started, and I still have all others (four additional ones).

All of them are up as of right now, so that's still 5 out of 5. The worst current position is up 21%. The best is up 60%.

Full disclosure: I am not finding enough time to screen for new investments the past few months, so it's in passive mode. Especially the two fashion ones I'd like to close out for a better alternative (but not cash).

Also, all these positions are in my actual stock portfolio (same story, not enough time to track).

[sengsational]

You have my vote for the most likely to win the game.

Player	Rank	Stock	Start	Start$	End	End/Now$	Gain/Loss
Totoro_ERF	2	DB	03/30/2017	184,076	05/30/2017	195,516	6%
		AER	05/30/2017	223,350	Open	270,550	21%
		AER	05/30/2017	265,080	Open	324,660	22%
		BKE	05/30/2017	68,200	Open	83,000	22%
		MIK	05/30/2017	234,480	Open	312,120	33%
		PII	05/30/2017	252,570	Open	404,100	60%

[Boho]

Look at where he has $404,100. They make recreational vehicles. They may have peaked. They were even stronger in 2014-2015 before taking a one year dive followed by a year of volatility.

[sengsational]

They make these. No wonder they're making money. I want one!

[ERD50]

Quote:

Originally Posted by Boho Look at where he has $404,100. They make recreational vehicles. They may have peaked. They were even stronger in 2014-2015 before taking a one year dive followed by a year of volatility.

Are you still believing your own press releases? Isn't being around 18th place and ~ $185K behind the market index telling you anything about your predictive capabilities, or lack thereof, or maybe that it's a counter-indicator?

Hints to the #2 guy, from the #18 guy is pretty funny! Or is it sad?

I'm guessing now, if he does anything, it will be to hold, since you are thinking sell!

Ya can't make this stuff up! Well, unless you can (are we being trolled?).

-ERD50

[Boho]

Is it the end of the month already?

I'm just talking about buying low and selling high. It's about as high as it's ever been and there's a history of that not lasting. Maybe there's more wide open space and disposable income for people to want those things and they'll maintain their lead. I don't look too deeply at those things. Highs that aren't part of a steady historical pattern mean sell to me. To me they mean sell even when they're clearly cyclical too, but that's mainly because I'm a day trader.

[Totoro]

Quote:

Originally Posted by Boho Look at where he has $404,100. They make recreational vehicles. They may have peaked. They were even stronger in 2014-2015 before taking a one year dive followed by a year of volatility.

Yup. They took a dive because of an expensive product recall. I figured their brand can whether the storm in the mid to long term, also given their strong market position, while in the meantime they still are a profitable business and reasonably valued at current prices, and there you go. So you get paid to wait (in theory). The recovery was much much faster than I expected though. Good for them (and me, incidently).

I agree that they probably had a full recovery, but as said I haven't had time to reassess and find better 'new' targets. That said, it's still a great business with high returns on capital, and a longer term double digit revenue growth.

And as always, luck vs. expertise .. who knows.

[ERD50]

Quote:

Originally Posted by Totoro ... And as always, luck vs. expertise .. who knows.

Ahhh, humility from someone near the top in this contest. So refreshing and so much nicer to hear in this thread than bragging/excuses from a, ummm, someone else .

Good luck/expertise to you going forward!

-ERD50

[Boho]

RNR, that insurance company that took a hit from the California fires, that I have $286,066.00 invested in, is finally up. Total gain 1.48%. Up 5.84% today. So, finally I'll be rid of that when it sells in 20 minutes.

[sengsational]

Quote:

Originally Posted by ERD50 Ya can't make this stuff up! Well, unless you can (are we being trolled?).

Here's what I imagine is happening...

[ERD50]

Quote:

Originally Posted by sengsational Here's what I imagine is happening...

Guilty as charged!

-ERD50

[Boho]

Quote:

Originally Posted by Boho You could cancel limit orders (at least in the past) when the market is open, can't you? Hard to believe I've never done that.

Yes, limit orders could be canceled, but not market orders. Wish I realized this. All I have to do if I want a market order is set a wildly high limit, then I could cancel.

[sengsational]

As of the end of the week's trading...

K$	counts	best	worst
Player Rank Value of All Value of:Open Cash Balance Average Cash comsecga 3 $1,521K $794K $-101K $-16K exnavynuke 2 $1,520K $1,295K $-289K $-395K Totoro_ERF 4 $1,411K $1,429K $-18K $149K up98down34 1 $1,406K $787K $7K $158K Fermion1 5 $1,328K $0K $598K $682K DieWurst 6 $1,289K $1,289K $0K $12K nunnun 7 $1,229K $1,213K $16K $11K kite_rider 8 $1,190K $847K $342K $752K sengsational 9 $1,185K $1,012K $6K $34K RISP 10 $1,164K $1,039K $1K $59K nvestysly 12 $1,153K $1,023K $0K $530K cfahey27 11 $1,150K $787K $4K $604K lbymfreddie 13 $1,131K $1,120K $11K $91K Spudd 14 $1,123K $1,121K $2K $275K easysurfer 15 $1,120K $580K $114K $322K RiskyBusinessC2 17 $1,075K $845K $230K $680K Clone2 16 $1,072K $1,071K $1K $898K BohoII 18 $1,032K $684K $347K $339K lawrencewendall 19 $1,015K $1,670K $-655K $-507K MizRosie 22 $1,000K $0K $1,000K $1,000K Gayl 21 $1,000K $0K $1,000K $1,000K garyweis 23 $1,000K $0K $1,000K $1,000K longshot345kv 20 $1,000K $0K $1,000K $1,000K trashcan12 25 $979K $809K $78K $120K Fermion 26 $680K $416K $264K $738K	Current Open Long Trades Short Trades Option Trades R/T Trades R/T-Unique Stocks 3 27 4 0 11 10 3 12 0 0 5 3 4 7 0 0 1 1 2 12 0 0 1 1 0 16 1 0 9 5 3 8 0 0 0 0 2 2 0 0 0 0 6 6 0 0 0 0 25 108 0 0 41 31 10 31 6 1 11 7 18 23 0 0 0 0 3 5 0 0 0 0 4 20 0 0 6 3 8 86 2 3 48 29 2 18 0 0 0 0 4 5 2 12 4 3 2 2 0 0 0 0 3 214 0 0 114 62 8 19 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5 9 0 0 2 1 2 2 0 0 0 0	Ticker Stock Gain Loss Gain/Loss Percent SHOP $143K 80% FAS $237K 67% PII $152K 60% MNKD $215K 100% NVDA $29K 7% VWO $141K 28% VOO $108K 21% ANET $95K 50% IRMD $27K 76% BXC $35K 52% INTC $21K 43% AAPL $55K 12% BOFI $186K 38% CNCE $66K 31% VXUS $43K 18% EDF $43K 9% DE $41K 8% ANW $25K 4% SDYL $16K 28% none $0K ?% none $0K ?% none $0K ?% none $0K ?% PEY $30K 9% none $0K ?%	Ticker Stock Gain Loss Gain/Loss Percent GIMO $-59K -21% SOXL $-36K -7% DB $11K 6% O $11K 4% ECYT $-37K -23% VEU $44K 22% VTI $106K 21% BABA $4K 15% ICON $-23K -70% SBH $-18K -18% GE $-18K -33% MU $21K 14% TEVA $-163K -51% BB $-101K -20% BND $-4K -1% TICC $-1K -18% CAT $32K 6% RAD $-163K -26% FTR $-79K -40% none $0K ?% none $0K ?% none $0K ?% none $0K ?% DES $-100K -63% CLSN $-258K -52%

[Boho]

I'd be neck and neck with nunnun if not for Rite Aid. One stock out of 214 trades.

[Boho]

I'm constantly allowed to buy, all at once, far more than I'm allowed to sell all at once. I wonder if the volume rules are different for buys and sells or if I'm just noticing when it affects me badly.

[easysurfer]

With the market taking a hit the past couple of days, my chance to make up some ground on nunnun.