Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings

by Travis Johnson, Stock Gumshoe | May 4, 2018 4:19 pm

A few minor Real Money Portfolio trades, plus updates on Aptiv, Berkshire, Clean TeQ, CoreSite, eCobalt, Estre Ambiental, Facebook, Fairfax, JD.com, Kennedy-Wilson, Ligand, Match, Maverix, Medical Properties Trust, Qualcomm, Sandstorm, Shopify, Square, Skyworks, and Xylem... phew!

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Source URL: https://www.stockgumshoe.com/2018/05/friday-file-two-sellbuy-simplifications-in-mining-plus-more-buffett-a-dating-trade-and-thoughts-on-a-dozen-other-holdings/


7 responses to “Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings”

  1. jrlartful says:

    A bit of personal history I’d like to share for the hell of it. Match was once known as Que Pasa Dot Com its concept being a Spanish language Facebook. I thought it was a nifty idea and bought some shares, Facebook of course felt otherwise and managed to smother the competition. Que Pasa morphed into Match which I nicknamed Dorky Dating Site and sold. It might have been 2 or more years later but eventually Dorky Dating Site began a nifty rise.

  2. Martin says:

    Well I’m starting to worry a little bit that we might be heading into a Bear market soon, some of the indicators are looking that way. The length of the correction is now above average — lasting 67 trading days. The average correction lasts only 51 days Earnings season is not boosting stocks the way it should. Over half of the companies in the S&P 500 have reported earnings. About 80% of them have beat earnings-per-share (EPS) estimates. This is above the one-year average (74%) and the five-year average (70%). However, companies beating EPS estimates are up an average of just 0.4% based on the change from two days before the earnings release to two days after. The five-year average price increase is 1.1%!
    So on Friday I reduced my portfolio and am sitting on about 40% cash. Have to thank you on your heads up on $SHOP I was able to get a 10.6% return in a two week period. I did not sell any of my marijuana spec stocks
    The figures quoted above are from the Banyan Hill Publication

  3. eleanorxduval says:

    Martin, it does look like that way. Even the defense sector is coming down despite good earnings. Tech stocks have not done much this year. We had such a long bull market so a bear market is expected. I am hoping last few months was just a minor correction.

  4. anastasia says:

    ESTRW-Could some one confirm me (with fact) the exercise price US$. I cannot get it through my referencing:http://canadian warrants.com/american/nasdaq.html. Thanks!

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