PAUL MAMPILLY’S 100X – SEASON 3Hello Everyone I saw the text from Lazutinku , Hopefully everyone will see this thread and we get goin
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IK Private SPAC portfolio.
Did anybody else see the tweet from Ian about the EV company Polestar? The tweet had an invite to an “Event” of the usual BH format on Tuesday, November 9 at 1 p.m. ET. I did a bit of digging and it really didn’t take much. I simply searched “Polestar SPAC” and found out that this is occurring via a $20-bln deal with Gores Guggenheim SPAC. I have opened a small position.
Thanks for sharing. Sounds interesting…will look into it.
Friendly waring. I am Sorry long reply.
I personally lost a lot of money with IK New ERA service during a time picking a winner was like shooting fish in a barrel.
I followed rules very tightly. IK choices were bad to horrible.
He had good success with automatic fortunes (that changed his name to strategic fortunes).
But New ERA is a complete failure. Just back test it, it won’t cost you as much as it cost me in real $$$.
Plus, IK did a very upsetting and not fair act when he introduced New Era last year.
This can be proved, documented on emails, on Thursday, October 29, 2020, he did an event online, lunching his service.
Many joined , and found few stock with huge gain were bought to the portfolio with a purchase date of April and June 2020. (see BLFS and BEEM), this was done to show that the portfolio is positive since day one.
Sadly, until today, equal weighted, NEW ERA portfolio, with stock bought at trade alerts day and with positions of stock already in the portfolio bought on 29 October 2020 is down couple of precents. S&P did 43.1% and the NASDAQ 46.4% for comparison.
FYI BEEM and BLFS are the biggest winners on his service.
He didn’t advice any profits taking when stock of SPACs he recommended soared and only in hindsight was talking in videos after stocks crashed that it was ok to take profits.
One of best examples is RMO power that turned to be 4.4 $ stock when Ian recommended it with careful DD, not doing his job of careful examining a stock prior to recommendation.
This SPAC deals was blown with valuation without no connection to reality.
Analyst reports showed he simply ignored facts.
I would end with my opinion based on real results, Paul Manlily is on a totally different league,
He is brilliant, honest, transparent and if you follow his rules of the game, you make money.
I did, beating all indexes by far.
Thank you for sharing and I am sorry that you have had that experience. On that same token, would it be fair to say to avoid Kings crypto service?
No, I am only refering to IK small caps / spacs / New ERA service.
I didnt sign for his crypto services and i am not commenting on what i didnt experiance first hand.
SELL CGC (Canopy Growth Corp)
Interesting sell in my opinion after he just talked about how this is a long term story on his update. I understand that they have declining metrics, and that prompted his sale. But the whole strong hands thing seems to have exceptions. I had quite a bit of this one with an average right around $15. I sold for the loss today on his recommendation but thinking this is one he might come back to later down the line.
Even in his sell he talked about how they have $2B in cash and many recognized brands.
The unfortunate part is going to be if Biden says something about legalizing and all these things jump 30% in a day…
I thought the same thing about CGC.
At 11;30 am he sent an urgent note to keep holding Moderna. I actually never bought Moderna because I remember working the numbers at the time of the recommendation and not being remotely able to match those he provided.
MRNA was one that got away, never bought that one. I just picked up 1 share at $216, haha (starting slow because I don’t want to get caught catching a falling knife). I do think MRNA has good long term prospects. What they are doing is the next step in medicine I think, but might be a 5-10+ year story.
I guess we’ll see how it goes!
How aggravating has this sell of CGC been so far? I guess my “30% in a day was wrong” but the stock has literally run up 30% in one week since Paul sold. Today’s close was right at my cost average on a pretty sizable position (for me). Ugh. Silver lining is that I have other exposure in this group, but sure wish I had my shares back…
that happens to me a lot, can’t dwell on it, use it as a learning event
Hi all. I don’t like having so many stocks in my portfolio, so am curious what are some of your favorite PM picks at the current prices? Which ones do you see having the most room for growth going forward from now?
ABNB
ABNB made a big move having said that it’s fallen real low with blowout potential Real amazing reopening stock
COIN
For just a few stocks, this variety I pulled has done well & look @ the 5yr spread: NOTV. EVRI. OGI. COPX. CRSP. PLUG. KRYS. RGLD. ON. ARBK. GRWG. GILT. GROY. the gold mining will be positive as precious metals will hedge inflation. Stay w/ Tech over anything. Drop carbon & energy type if you have it. Pre-IPO & ETF’s avail to buy into. For Crypto if u play ETH2.0 is your move there w/ all coins under that umbrella & Stablecoins incl. many of the new ones having purpose vs. meme-type. Different exchange’s & wallets are necc. since Crypto is spread out (Reddit readers good source) for following “unknown” types as they mine & set up node stations for earning these vs. buy. Interest – earned coins in Gemini is top solid exchange -FDIC but some are not. Beware. The VALORO app using Ramp to move coin to other wallets offers 50% interest on coin for a short time! Not .05! The keep and hold style of choosing stock is outdated really as is it speculative. Artificial Intelligence (AI) now drives quick buy & sell orders. Good Luck!
I think Gons is asking stocks from PM’s recommendations since this thread is about Mampilly recs. And PM recommends 3-5 years time frame. It is not trading.
Gonz,
I would determine how much $ you have to invest, divide that by at least 10-15, and get positions in different A2.0 industries.
So, a Lithium play or battery play (LTHM for a broad play, or LAC if you want to take some risk); a crypto play (right now I’d look at CIFR); a nuke play maybe with a fuel (LTBR I’m betting bit on, URG); a 3D play (PTLB might be near a good entry point); a space stock; a chip stock, Planitar for an AI broad play, and maybe an EV play.
Go though the posted PM portfolios, mix it up with a couple from each and diversify that way. I’d about PSP and IPOS.
Thanks DD!!
PTLB ? did you mean PRLB ?
exellent picks !
look for warrants also like CIFR/WS
Thanks DD and others who responded to my question.
Hi Gonz,
Did some work on finding the best stock from Paul services using technical analysis tools.
This is as far as possible from fundamental analysis and probably Paul would have trash it.
But for me it is working
IMHO, 10 top stocks in an uptrend with positive momentum, reasonable volatility and positive performance are:
LSCC, TNDM, MSTR, WOLF, UPWK, NTRA, ENTG, VICR, LTRX, ETSY.
Has anybody noticed that ID’s CFT only issues buy and sell alerts within the confines of traditional market hours – 9:30-4:00 EST? Crypto trades 24 / 7 / 365. I think he may be missing good buy and sell opportunities by not operating his service during “off” hours. I get that he doesn’t want to work nights and weekends but crypto is a whole different animal than traditional stocks.
Yes, true. I’ll bet it was discussed. Here’s some considerations:
1) these things are in flux. It seems that nearly every one has fluxed down after a rec, so there is the option to wait, or buy in slugs. That’s what I started doing. And if one is down, I may get a little bigger position hoping to catch a bigger gain.
2) as they discussed operating the service, I’ll bet this issue came up, and I bet they weighed how much bitching they’d get about a 2 a.m. rec that people missed.
3) For you young people that trade all day, or for old farts like myself who can’t sleep, nothing to stop us from doing a little trading at night and looking forward those buying opportunities on the recs.
4) Sundays are reportedly the slow crypto day. Might be worth doing buying on Sundays, or the DCA buying then.
The service is a bit of an odd one. Its not high frequency or crypto day trading, and its not long term investing. Its in the middle somewhere. And i believe its more technical “screening” than algorithmic in terms of him discovering opportunities. Re: the hours, I think it has less to do with the hours he’s willing to keep , and more so the hours that people that generally subscribe to Banyan services are used to trading. I think people would be complaining that 50% of their trades they weren’t awake to execute if he was shooting off buy alerts at 1am in the morning. I think its really targeted at traditional stock investors that alsowant some crypto exposure and would like to be in on “some” of the gains that are possible in volatile market , but don’t want to keep up on all of the coins, news and TA across a very strange market. What im not expecting it to do though, is identify alot of those parabolic moves that happen intraday
He is definitely not doing the fundamentals, else he would not miss the SOL.
The CGC sell regret is already starting to get to me! I have a feeling Paul might have made a mistake on that one…
It will indeed be interesting to see how it plays out. I opted to hold; today, CGC is up nearly 7% currently. But, even so, I’m still down 54% on that position.
Mara and LTBR making big moves today. I’m going to have to put Devil Dog on my Xmas gift list. And Vank
Jameson!!
Excellent choice!
IPO spec :Trade Alert:
Let’s Sell CERT for 52% Profits
Thank you Sam!
Thank you !
CLSK is breaking out. Not sure if that is still in any of the recs, but might be worth a look.
Yes it was a recommendation in the 100x’s subscription. $CLSK
I missed MRNA. It’s down to $244 from a high of $484. I am thinking of getting in. Those who missed it, will you get in at this price? Or is it better to get more LTBR or MARA or CLSK or 3d printing stocks? Thank u.
Just my 2c. I went to buy at 100, but missed the move to 200 and beyond. I decided the valuation is too rich for me, even at this weeks levels. With the way it has moved on other companies announcements I think there is an equal chance of it heading further south (its been 1step forward, 2 steps back since august). For a long term hold strategy, im waiting at a lower entry point, or at least for that pattern to break.
I’ll wait for that pattern to break then. Thank you, doctor_bb!
I’ll do the same then, will wait for the pattern to break. Thank you, doctor_bb!
MRNA is a different play than the other three that are all 100x stocks, so it depend on what you’re looking for. If your a young’un with time, I’d go for the 100x. If you are looking for some more stable mind if growth, MNRA.
3D is happening. We saw it with DDD. You have to have a piece of this in your portfolio.
What other #3D companies are viable?
A good first start might be just looking at some of the holdings in the ark PRNT etf. XONE, DDD, and MSFT?
SSYS, DDD, PRLB, NNDM (kinda 3D and chip play). All of PM stocks are listed on a spreadsheet in this thread, so you can check them out.
I have all of them and more VJET, XONE, DM, MTLS
I think MRNA still has further to drop Both MRK an PFE came out with oral meds and other shots are in the pipeline
Hope you are right waiting to get some . The potential and great pipeline is impressive.
Can anyone help me understand why CRSP has fallen , Is it wise to pick some more at these levels? Understand it’s a long term position etc Thx
that’s been rising and falling for awhile now just look at the charts. That NTLA and EDIT are all in the same bucket.
I have DDD at a cost average of $7.2. I trimmed 150 shares at $34. I’ll buy thsose shares back instead of getting MRNA. Thank you, DDD132!
uh ho my order of DDD 50 shares just executed at $28. Two more open orders at $26 and $24.
A big drop for $DDD today but its looking like this is back testing the breakout of the wedge, almost exactly. I think that $28 is going to be the lowest value that we see for a while, fingers crossed.
I did not get a chance to go through DDD ER yet but if any one did, is the thesis and growth story intact after the latest results? If yes, then perhaps this price drop is an opportunity to add or get in.
As with the other replies, it is clear that there is a rotation into the smaller caps, great for the 3D printing stocks as mentioned. I have just had a read of the company profiles , well worth my time and I have rebalanced accordingly.
I have been through the portfolio of both mine and the wife’s portfolios, some 60 or so stocks. By putting these into a watch list with target entry and my own buy points its now easy to see what is going up, consolidating or going down. This has really helped me see the wood in the trees. Consequently I am selling some stocks and positioning into some that I had previously missed but are now within the buy zone.
FYI – Paul sent out an email “Why My EV Is About to Be Obsolete” which leads to the Special Report “The 12 Million Mile Battery” = $STEM. This dropped from its highs and has now consolidated. It is below the recommended price of $29.17 so have a read and see if this one is for you.
I have STEM and this will be my next buy when I get some spare cash. Thanks, biggainshunter.
I have so many stocks, 105 hahaha. Honestly, I don’t have time to follow all of them. I want to sell some but I don’t know which ones to sell so I just keep them all. PM sold ALGM, CGC, VICR yet I did not sell coz I like them for long term hold Lol.
Doc, I have just counted and we have an almost identical amount of stocks, I had no idea that I had so many different ones.
I also have or rather had the same issue of not having time to follow all of those in the portfolios. I have spent a few hours today setting up a different account in another share provider, IG as it happens. I will not be using this to trade (due to the charges)but do like the watch lists and charts. I have now put every stock into the watch list and set up a chart showing the recommended buy in point(s) and my own buy in point. I can now quickly scroll through the charts and see those likely to drop or continue to drop and those either consolidating, bottoming out or getting ready for a positive reversal. The hours spent for me were worth while in that I now have a clear picture.
The one thing that has been a great benefit is to switch from standard candles to Heikin-Ashi. Using these with my other indicators has proved right more often as to when to buy and sell following the recommendations received.
All the best.
What is IG?
IG Markets. A brokerage. I don’t believe its a a full service brokerage in the US though. It’s big in the UK and Australia particularly for Forex and CFDs. If you’re looking to build watch lists and charts, I’d recommend just setting up a trading view account. (paid subscription is worth it in imo)
Do you know of any other website that uses the Heikin-Ashi candles? I googled them and they make more sense to me.
Tradingview allows you to adjust your candles to Heikin.
thank god I’ve got company
A record quarter from $STEM. Gross margin up 334%. Good timing from PM. According to my chart this needs to hit and break through $26.2 therefore breaking the bullish wedge. If not there may be an opportunity for me to top up in the lower 20’s.
Good luck all. GLA.
WISA earnings today and conference call at 10 am.
Supply chain issues identified and they revised their guidance for the rest of the year down again by about 20%. (down from 7mil to 6.5)
WISA earnings today and conference call at 10 am. Moving up premarket.
STEM
I put in the STEM portfolio, I am quite optimistic about the future of the company.
I did the same
Well this day was not fun. It’s been 9 months of tough swings. where the market has really made people pay before rallying back. About time we get a quick spring back. I have a gut feeling we might get a snapback rally. Inflation concerns, fed raising rates, all this should already be baked in. Nothing about today should have been surprising aside from the magnitude. These metrics all have a margin of error though too…
Blood in the streets for sure, between crypto and the market OUCH! Seems like the pattern has repeated for some time. For my own holdings slow steady uptrend since August even with the ups and downs. Hopefully the inflation news and money flowing into bonds will reverse again after the market digests it. Staying BOP, GLTA
Yep, things were looking good a few days ago: Today, my crypto holdings are down 8% and my brokerage accounts are down 1.57% from yesterday…hoping this is a bump in the road rather than the start of something more…
On a huge up-day like yesterday, I try to remember to skim some off the top so I have some cash for the pullback.
Harder to do with the crypto as it moves so much so frequently, but still try.
Today did something stupid, or something that I will claim was brilliant if it works out. Took a sizable position in SHIBU INU. Again, probably stupid, but as the old lotto commercials in NY used to say, “Hey, you never know.”
I almost did the same thing, but I took a position in NXN as it’s been climbing. Good luck on SHIBU.
Stick in there with your Crypto! No Stock or Crypto goes UP every day! You will be
very Happy with your decision by mid February ! Study moving averages range of 20 and 50 day crossovers which are normally very predictive in stock change
in direction moves! Crypto is currently
more volatile!
For people freaking out about yesterday’s “crypto-crash”…it’s not a crash at all, but a normal movement in the crypto-market. The volatility can’t be compared to stocks, and has a higher SD….so yesterday was just normal price-movement, so I find it rather amusing that there’s suddenly panic everywhere 🙂 I guess people quickly forget about the recent explosive moves upwards…
Rebound Options SELL POSH for loss
Anyone using this dip in DDD to buy? Came off the back of the convertible senior notes fundraising this week. A lot of people are speculating that they have an acquisition in mind
I am going to add to my position and also a few Feb call options. Those were hammered and on a big discount today
I’m buying. I sold 150 shares at $34 and I bought back 50 at $28, another 50 at $25.8 today. I have an open order of 100 shares at $24.
I sold 150 shares at $34 and I’m buying the dip. Bought back 50 shares at $28, another 50 at $25.8 today. I have an open order of 100 shares at $24.
So the consensus seems to be a buy for DDD is in order?
That’s where i’m leaning. We’re down 50% from ATH. I don’t think there was anything in the news that warranted the sell off. EPS was better than expected, but there’s not a great deal of analyst coverage. People may have baked this in and were hoping for a blowout number. And then there was a broader market sell off with small caps getting hit hard. They are in acquisition mode, and the fundraising announcement yesterday “can” raise some concerns around growth only coming via that, and not organic growth. It gets a little hard to decipher the numbers when these acquisitions are going on. So I think the last couple of days have been about uncertainty more so than anything fundamental to do with the stock. Just my 2c.
I notice that TSLA is rarely mentioned here. Anyone buying TSLA?
My husband has a huge position in Tsla (6 figs) and is super knowledgeable on all things Tesla. He’s not buying here, but he is holding.
On another note Kathy Wood bought some DDD today?
Is everyone holding long on Lantronix after today’s news?
re: DDD, yep saw that with regards to ARK.. I think it’s a buying opp.
As for Lantronix. I never bought in but am going to have a look at their financials and the call. First up, let me say that I can’t at all get my head around why this is a 100x stock pick.
I used to manage sales for one of their major competitors in APAC and Lantronix’s products were always seen as being behind the times. The products that they specialise are really all based on legacy infrastructure management, and remote access/management. It keeps critical networks up and running, but that whole section of the IT/communications space hasn’t been seen by the market as “sexy” in quite some time. The IoT total addressable market is huge, but I really don’t think Lantronix is as big of a player here as PM possibly thinks.
Some other thoughts:
They have a lot of different product SKU’s , and big projects are often build-to-order with a mish mash of components that are hard to forecast quantities need . Supply chain issues have probably caused a pretty considerable back log for them, so I’m sure there’s some delayed sales
There’s a real mixed bag in their product portfolio in terms of margins as well. Their big infrastructure management equipment is high margin. The IoT / sensor gear is far more price sensitive and may face pressures when it comes to inflation (Big IoT projects are pretty price sensitive
They’ve been beneficiaries of the rapid network/telco expansions and IoT/4G, where the entire market has been growing pretty rapidly. I can’t see the need for products like theirs slowing down any time soon. BUT. I cannot at all seeing this being a 100X play. There’s growth, but not that much. And I don’t think they’re innovating enough in the IoT space to be a real player in that market. There have been other companies out there that have been far more innovative IMO. I’m not sure how much market share they’re taking off their competitors. Lantronix really haven’t been known to be best-in-class for any of their specific product lines, but rather a a bit of one-stop shop. (I’m buying X from them, I might as well by Y from them as well – A little bit like Cisco).
Worth noting that when Lantronix stock went down 15% today, one of their biggest competitors Digi International(DGII) popped 10%.
Overall I think they’re a pretty solid low-risk investment and I might put some $ in. But not one I’d ever expect to make my fortunes on (would of course love to be wrong). .
Just my 2c.
That’s funny because I’ve always thought even the name “Lantronix” sounds like something out of the original Star Trek series (as in having a dated feel to it). I hold only about 10 of PM’s picks because I just don’t like having so many stocks in my portfolio even though I know his strategy is to buy some of all or most because we don’t know for sure which will soar. Anyway Lantronix is one of those I hold. Maybe I should think of cashing out, as I’m up about 55% on it even after today’s dip.
Haha. Love the StarTrek comment, and it’s kind of true. One of their biggest product lines uses serial ports. The things ya old mouse and dialup modem used to connect to. So there history really is back in the 70’s/80’s tech (it still has its place). They also made Keyboard,video,mouse switch boxes so you can swap your screen from one computer to the other. They still make these and sell them, but of course data centre servers use completely different technology for access these days. There’s a bit of a cybersecurity play with their tech as well, particularly around network resiliency. The technology they provide allows network engineers to get in and repair something quickly and remotely via those oldschool but reliable serial ports on a secure backup network. One lantronix box in a server rack might have 200k worth servers/networking kit attached to it.
I realise my post was a bit of a long ramble. Certainly not telling you to sell. For me personally, it may have a place in my portfolio but not in my speculative or super high growth section 🙂 With IoT build outs, telecommunications build outs, infrastructure etc all going on, I think there’s every chance it will outperform the S&P over the next few years. And unlike a biotech/pharam company, they’re very unlikely to go bust
WoW Luck guy, your husband! I wish I bought more TSLA when it was much lower.
I don’t have LTRX.
Not really luck. He really believes in the company. He bought a Tesla Model 3 several years ago and fell in love with the car and started buying the stock. He says Tesla is so far ahead of other competitors having started as a company I think 10 years ago. He follows news about both the cars and the stocks and apparently Tesla demand is so high the manufacturing can’t even keep up – an issue they’re working on with new factories all over.
He actually had sold a big chunk (about half) of his shares when covid hit and he lost his job and we panicked – that’s obviously a regret. But he still holds quite a bit. He plans to hold those until we retire.
I agree, it’s wisdom not luck! I’ve known that the problem is supply not demand yet I did not buy more!
Does anyone have IAN KING’s new Pre-IPO picks (6 of them)? THANKS!
Hi, Anyone got update from IK on ONCR from NEF portfolio ? Its down 44% this morning even after some positive news about phase1 clinical trial of their cancer treatment candidate. Thank you !
Hi Arvi,
in plain English, the results of the clinical trial showed no real value for the treatment.
The size of the test group is super small, yet this outcome doesn’t look good nor promising.
Remember investing in Biotech stock before results is lottery, you will most likely lose your money.
I bought it at 16.6 and sold it at 5.98, 64% lose. I wish it was IK only failure.
Don’t want to talk about DFFN …
IK is not a biotech professional and sadly his hit rate on this service is very low.
Thank you TY for your response ! I agree with you on the risk part involved with clinical stage companies but since ONCR is suddenly down 44% I’m curious what IK’s comments on this are. I have SF subscription but not to NEF so i dont know if he issued any guidance.
I didn’t extend my subscription to New EAR since it was the worst performing service I ever had.
Plus, IK never commented on his failures, always on raises of 5 % (a week after the stock lost 30 %).
IMHO, don’t spend your time and money on his recommendation, PM is far better stock picker in anything.
I am right there with you. I discontinued every subscription I have with Ian King, I subscribed to Strategic Fortunes and New ERA, and purchased some of his recommendations, looking at my portfolio, many all down significantly – PSFE, VLDR, DNMR, CRSP, and TPIC. I’m probably going to cut a few and put the remainder into an ETF.
Thank you @TY and @nubcat01 for your insights. Will revisit my IK stocks and see if i can shift the non performers to some safer bets.
true momentum buy alert :SMARTSHEET INC. (NYSE: SMAR)
CURRENT PRICE RANGE
$67.13 TO $78.81
Thanks, Sam! 🙂 Much appreciated!
Do you solely use Binance? I ended up sticking with coinbase and coinbase pro and cashed out of Binance because it was confusing to me. But I want to be just like you, sooo…. 😉
No, it depends which coin I want to get – I use around 30-40 different exchanges/DEXes. That being said – if you’re starting out you should also give Kucoin a look. They have some smaller coins,and is very user friendly imo,but it depends what you’re investing in.
https://www.kucoin.com/ucenter/signup?rcode=28HKQ4t&lang=en_US&utm_source=friendInvite
I think it’s also for US users if you’re affected by area.
Coinbase is also simple and pretty user friendly
Stay away from etoro, plus500 – unless you want to waste money on insane spreads! (+ you’re usually not really buying the real crypto in many cases,but CDSs)