Hello Everyone I saw the text from Lazutinku , Hopefully everyone will see this thread and we get goin
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paul’s secret portflio : FLASH ALERT: BUY INTO WULF
TERAWULF INC. (NASDAQ: WULF)
CURRENT PRICE RANGE
$9.81 TO $11.99
Thanks, Sam.
welcome.
I have started collecting some data on the Mampilly’s Services, Advances and Declines, and Percentage Gain or Loss for the Day. This may be depressing to some, but may be a good gauge of current sentiment, direction we are heading with these services , and when it comes “a change in that direction”. It takes me a while to collect so I do not want to do this unless the board sees it useful. I want to contribute where I can, your comments are welcome.
Paul Mampilly’s calls for America 1.0 companies like AAPL to go to zero and America 2.0 companies like Robinhood are the future seem more delusional than ever
after today’s earnings pop from AAPL and HOOD’s fall into single digits with the huge revenue miss. I have about 25% of my portfolio in Mampilly’s picks and i don’t own HOOD so i avoided today’s carnage.
I’m starting to lose faith in his style of buying a stock and blindly holding it no matter the loss you have on it instead of using stop losses. Stop losses and portfolio protection by other means are time tested and valuable for
capital preservation. Tread lightly as Paul has completely ignored the environment investors are in today with rising interest rates, which has devastated many stocks in the portfolio which he deny has happened.
Profits Unlimited has been massacred since February 2021 and I can only imagine what the
other smaller newsletters like 100x and EF are down in same time period.
Good Luck
Between Paul and I, he’s the better investor. I have been a subscriber since 2019. Strong hands here. I started to dollar cost average on some stocks. I also bought some that I missed.
I agree with you about blindly holding losing stocks. . It seems PM does a good job with stocks when the economy is good . However, when the economy is bad, he simply repeats the same mantra: that he is still BOP.
I noticed that When someone writes in to complain, he blames the investor by saying they didn’t equal weight stocks or that they probably only own 1 or 2 stocks. He also says past successes do not guarantee future success but is now using past comeback successes to justify his BOP stance. You can’t have it both ways.
Stupid Q maybe…but I have seen BOP mentioned throughout these posts and no one has ever spelled out the acronym. What does BOP mean? I assume it means stand the course or keep believing or something?
No worries!
B = Bullish
O = Optimistic
P = Positive
Bullish optimistic and positive
On the 2-8 PU update Paul made the comment that when we look back on PYPL
chart we probably won’t even notice the 20%
drop?? $310 to $119 is 20%? looks like a 61% drop to me, but i guess when PLTR grows five times the size of GOOG it will make up for PYPL decline. I like the updates and I like Paul but some of the stuff he says need to be taken with a huge grain of salt.
Yep, no idea where that 20% number comes from. The only positive I see for PYPL is that we’re almost exactly back where we were before the pandemic drop, and haven’t dropped below the 2019 and feb 2020 high. There’s a fair amount of support at this price, but obviously a 2 year 0% return. I think it’s a buying opp, but its going to be a long long time to re-coup the losses if you’ve got in in the last 12 months.
All of these investment services love to just go back and look at their original recommendation date, or pick an optimal date rather than reporting on any continued recommendations that they may have given. Its one thing that I actually respect Motley for, because in their performance tables, they actually list the individual recommendation dates, including any updates, and show the relative performance for each time they’ve recommended the stock, and not do with Paul does which is prop up his overall service performance with a stock like Tesla… I find this pretty dishonest, and there are hundreds of professional investors out there that recommended Tesla years ago. Take TSLA out of PU and you’ve got a pretty lackluster portfolio.
I agree with everything you said here. I’ve been a PU member since March 2021. All I see is RED on all his stock picks. I do own TSLA stock, but not because of a PU recommendation. I bought it much later than his recommendation and therefore, while positive, I have nothing close to the percentage gain indicated in the PU portfolio.
His main thesis about AAPL seems to be they don’t innovate. And yet, their Apple VR headset will (someday) be a replacement of the cell phone, literally, whenever its cost goes down from $2000. That’s not just an innovation, it is literaly the next leap forward. But remember, $2000 for its first iteration; we pay half that for Iphones now. AAPL cars next. And much more if you do just a little research. No one is that obtuse to AAPL’s plans “AND” is honest with his subscribers. IMHO.
Excel Spread sheet 1 of 2 – 01/30/2022
Thank you everyone for your generous contribution!!
Thanks to keeping us up to date.
Thank you for your efforts and sharing with the group!
Thank you!
Thank you very much for sharing this and you are consistent. BTW your new updates on green still shows year 2021. I assume they are Jan 2022 ones , we are into new year now 🙂
Did everyone move to a different comment thread? May I have the link to the new thread, if so? 🙂
Nope. It’s just quiet. Market isn’t having a good time, and everyone is probably sick of speaking about the red.
Reviewing your spreadsheet, we wondered whether DOCN 1/25/21 and IBM 1/26/21 listed are in fact 2022 stock prices? What about some of the other more recent entries? Please review and edit before posting.
Thanks…….
Wow, this is great! I love this website. It really is refreshing how generous everyone is. This website is definitely one of a kind and its the founder and the people here that make it that way. Thank You!
Excel Spread sheet 2 of 2 – 01/30/2022
Thank you everyone for your generous contribution!!
Extremely generous of you to spend time on sharing this info. Thnks a ton!
Missing Data from True Momentum – Hope you can see it ok
added image as jpeg as I cannot see it as png
Whoa what happen today? My portfolio is up 8.4%!
Don’t worry Doc, it’ll be down again tomorrow. LOL. But for real, stay buckled up, the volatility isn’t over yet. I have faith in the long run, but I’m pretty sure we’re gonna see some bad (and good) days ahead.
Wow, so negative.
I agree, there will be up and down days. With the big jump up and the volume of buyer,s I am hoping that this is the start of an upward trend. Fingers crossed.
I am heavily weighted on growth / tech stocks! Nasdaq was up about 3.4% and I was up 8.4%. Risky but it’s ok. Lol I can play with my personal portfolio.but not 403b.
Crypto Flash Trader Alert
For anyone still following-
Buy CRV
3.22 – 3.50 – 3.78 low- med – high entry
My PM stocks down 2% today when the market was up, I feel cheated.. lol
META took a big, big hit after hours. -22%
Personally I’m taking advantage of the huge dips in FB, PYPL, and SHOP to either establish or add to my portfolio.
Hi! I’m wondering if anyone has Ian King’s new 3rd Wave Crypto picks? I just watched his video on 2/2/22. Perhaps it will help us all get a jump start on the market. Let’s hang in there!
Forgot to mention should be (3) brand new picks, thanks!
I’m wondering the same thing… Ian King’s crypto picks have been excellent
I’ll tell you what, that SARK ETF is starting to look pretty tempting these days.
I’m starting to feel whiplash. It’s like one day the world is ready to re-invest in our stocks, the next day the rotation is out of growth/AM2.0. My PM Portfolio is up 3.7% today. Hoping to see a trend!
Now I feel better I just read an e-mail rom Trade of the Day stating the DOW is going to hit 50,000 by the end of 2021!
Ha. 40% rise? They’re dreaming
Is DD132 still on this board? Am really curious if PM may have a market analysis separately for his 100x subscribers.
I’ve not seen him (DD), but I doubt they get much different analysis than what I get on inner circle. All 7 services sell more or less the same thing, and all the weekly podcasts, videos, tweets, etc are mostly a repeat of each other. Rules of the game, BOP, Am 2.0, 3rd revolution. 100x seems to use the same criteria, and most of the services only differ on market cap and risk criteria. If this sounds spicy or snarky, it really isn’t meant that way. For me the concept is simple: I buy 10 stocks, if 2 tank, 6 match the market, but 2 take off like crazy (ex: Tesla), I make a ton of money and I call PM a genius. If he picks 3 massive winners, he’s a super genius. I’d be bummed if I got in with him the past year, but I’ve used his service a while and even with this sector rotation, his picks still are beating the market over the long run. And if he’s right (which I think he is) and the money starts coming back to these stocks, I’ll be able to retire by 2025.
Me too, I believe Paul is right!
Saw this message at the top of the screen. Anyone know what it means??
Hello Everyone I saw the text from Lazutinku , Hopefully everyone will see this thread and we get goin
Was just how the thread started. We were all talking in another thread but it got full. Comment just meant they hoped everyone would see the new thread and move over
Is there a new thread now? This hasn’t been updated for last few days.
No new thread. There’s a lot more posting in good times. Right now we are all just sitting on the sidelines getting whiplash from the volatility.
Haha, so funny but so true. My account got back to the value it was Jan 18th today before being whipsawed down 10% between noon and the end of the day.
It does seem like our stocks are reporting pretty good earnings so far, hopefully we’ve bottomed. I don’t need to get all my paper losses back quickly, but it would be nice to see a steady increase. The volatility makes me feel like I’m walking on glass.
Really! I’m still far far from breaking even from February 2021
I meant Jan 18th of this year, haha. I am way off of 2021 numbers too, but I do have a bit of optimism from these last weeks.
It looks like ARKK isn’t being relentlessly sold anymore.
I think that growth stocks are pricing in many interest rate hikes this year. So not far left to ‘disappoint’. If Fed only increases a little – quarter point – in March (the slow and steady approach that Powell typically takes), that might actually surprise to the positive side for some who thinks he’ll increase a half point. Also, ANY data that shows inflation is peaking is going to spur a rally in growth. As Paul recently mentioned, soon the YoY comparisons are going to be more favorable.
Lastly, the Russian-Ukraine situation that spooked the markets Friday HOPEFULLY will not materialize. It reversed the markets ~4% Friday (top to bottom), so a chunk is probably already priced in. Last time a situation like this occurred I read it caused a 5% selloff in equities. The article thinks this would initiate a larger selloff, but we’ve probably already realized half of it. Of course, if there is conflict we’ll see a further pullback, but we might stop right around the lows earlier in this year. Seemed to be a lot of support for our stocks when ARKK was mid-60s.
Anyway, good luck everyone! I feel like we’ve been beaten down so much that the risk-reward now leans in our favor. At least some of the above can present some catalysts for short-mid term positive movement.
I would imagine he does, but I’m starting to notice a lot of replays of old c-mons with the same stock charts of all the same periods when thibgs were going up, meanwhile my holdings are dropping down. Is there an end in sight?
I think the majority of economists were expecting a 20-25% drawdown on the major indices in the first half of the year. , which also means far more red for PM stocks. We didn’t get there with the first draw down (we instead had a pretty normal sized drawdown), and then had a bounce. I saw a lot of commentary that expected a short-term V shaped recovery, but then another expected big draw down post Fed meeting in March. But now with the Ukraine situation and the latest CPI figures the market, that V shaped recovery has stalled, and then market is heading back down. Won’t know until next week sometime as to whether this is normal volatility or whether that big draw down is going to happen earlier than expected.
Until there is some “good” news, I think we’re in for considerable pain. Its not going to be a nice year for those of us who are all fully invested (like me) , but I believe there will be great buying opportunities over the next couple of months with the second of the half year looking good (as long as the country doesnt go into recession, and the US isn’t involved in a war in europe. then all bets are off in my opinion)
I do wonder what will happen to stocks like TSLA
Wish i’d repositioned into more oil stocks. I’m giving serious consideration to cashing out on about 50-60% of my portfolio (which is in fact down overall) until April, but timing the market is always hard.
Similar trends expected for crypto as well, but with larger draw downs being pretty normal.
Any new trade from Paul?
I guess we’re not getting the weekly update from Paul for Profits Unlimited?
I’m so glad i rotated large portion of my portfolio into all those stocks that are going to ZERO , such as JPM,C, AAPL, BP, DVN etc.
this kept my portfolio from being a disaster
like the PU portfolio has been since February of 2021.
We’re still getting the updates, but honestly, I’ve stopped watching them as they spew the same old sh*t every week. Starting to wish I’d done the same as you and rotated into those “zero-bound” stocks. Getting sick of this #BOP BS! The only thing getting Bop’d is my portfolio. “We believe the bottom is in”. Been hearing this crap for months!
Yea, this week was the Reader Spotlight crap which really doesn’t help much. Been getting cooked like a rotisserie chicken in Paul’s picks. It really sucks. One thing I recognized lately that is giving me a perspective on it all…
It is not anything about Paul’s picks individually per se, this is all about the macro trend of absolutely crushing growth multiples. It has to do with the entire cohort of stocks he recommends. I have learned that a portfolio as Paul builds it (even if you diversify) is not actually diversified in situations like this because everything trades together.
I’ve basically been using end of year bonuses and income to pay for my margin mistakes. I’m lucky to be making a halfway decent income and living in only a small studio apartment with my wife. I guess those are the things to focus on now… $120k (such a sick number) of paper gains lost since the high in Feb 21 (about $70k of it since Nov 9th). PLUS, about $20k down on my capital investment that I’ve been putting in since 2015. Sigh…
With all that said, if you do some historical research you’ll see this has been a SICK sell-off / bear market for the past year. Lots of people have lost money, I just know I’ve lost even more from the high point because all my eggs were in this growth basket. Looking back on it, if I would have put everything in the bank instead I’d have $20k more (which amounts to what I can save in about 9 months). Instead I have lived a lesson, with the hope that we find a true bottom here soon…
Don’t beat yourself up so hard. We all learn as we make choices in investing. I had one stock in 2009 I had lost 30K on. It hurt and I finally let it go in 2013 to buy 500 shares of FB at $22 cuz they were the same price and I had 500 shares to sell. That stock is still around $22. That account started out with 40K in 2002 and by 2007 was at 120K then….55K by 2009. I wasn’t adding money to it so it pretty much stayed at that amount for a couple of years but that account is now after the recent downturn at 270K. FB helped. I sold 350 shares of FB on the ride up and the last at $330 last year. You’ll have a winner like that. I don’t even have a FB account but I knew it was a momentum stock.
PM TRUE M issued buy alert buy AMKR….20.72-24.34 on 2/15
Hello Guys just wanted to give some insight on what I heard about the choppy market :
I have subscriptions on other services like FSINSIGHT ( Tom Lee ) and ASK SLIM ( Steve miller ).
Based on fsinsight i got an email that the Market weakness should be over by 2/27 & turn higher..
just wanted to share ..
Thanks Sam! Can you say a little about the FSINSIGHT service — I like Tom Lee’ work and have considered it in the past. Are you finding that it provides value?
So far I have got good insight about the future trends and the market outlook , service is monthly or yearly subscription.
At the moment they are more inclined on BEEF -B- Bitcoin , E-Bitcoin Equities ,E- Energy and F- FAANG .
Thank you Sam. Do you know any subscriptions for options other than paul?
I am not into any options at all..
paul’s e.fortune flash buy alert :QUANTUM-SI INC. (NASDAQ: QSI)
CURRENT PRICE RANGE
$3.68 TO $4.06
Excel spread sheet 1 of 2 – 02202022
Thank you all for the generous contribution!
Thank you !
Excel spread sheet 2 of 2 – 02202022
Thank you all for the generous contribution!
Thank you !
IK SF Buy ON 2/22/2022 57.75
Thank you
Thank you!
thank you
Is anyone a subscriber to rapid profit trader? If so, how has your experience been?
Thank you. Hey you haven’t updated the spreadsheet recently. I would really appreciate you if you do it. Thanks again