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re: Let's do a top 5 equity portfolio for 2018

Posted on 5/10/18 at 12:23 pm to
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 5/10/18 at 12:23 pm to
Haha great, thanks for the info
Posted by LSUcam7
FL
Member since Sep 2016
7904 posts
Posted on 5/10/18 at 8:31 pm to
NVDA absolutely decimates earnings, beats revenue, improved on margin expectations, guidance raised, etc...

...the stock sells off 2.7% after hours
Posted by b-rab2
N. Louisiana
Member since Dec 2005
12576 posts
Posted on 5/10/18 at 8:34 pm to
and i bought more AH
Posted by Moots
Gonzales, LA
Member since Nov 2007
978 posts
Posted on 5/21/18 at 8:34 am to
Update as of the close of trading 5/18/2018!

Top 7 remain unchanged! Zilla up 10+ Points on second place...WOW!



This post was edited on 5/21/18 at 8:37 am
Posted by The Egg
Houston, TX
Member since Dec 2004
79135 posts
Posted on 5/21/18 at 8:48 am to
i see ItNeverRains went all in on the blockchain/crypto pump
Posted by LSUcam7
FL
Member since Sep 2016
7904 posts
Posted on 5/21/18 at 9:40 pm to
Just noticed not one player picked NFLX as a top pick. NFLX is insanely up 70%, YTD.
Posted by oklahogjr
Gold Membership
Member since Jan 2010
36761 posts
Posted on 5/21/18 at 9:45 pm to
quote:

Just noticed not one player picked NFLX as a top pick. NFLX is insanely up 70%, YTD.


I'm an owner of Netflix but i feel like at some point they're gonna struggle in the content battle.
Posted by LSUcam7
FL
Member since Sep 2016
7904 posts
Posted on 6/8/18 at 12:43 pm to
Mid year bump!
Posted by Zilla
Member since Jul 2005
10599 posts
Posted on 6/12/18 at 12:55 pm to
quote:

Top 7 remain unchanged! Zilla up 10+ Points on second place...WOW!




should be even more after today....
Posted by tke_swamprat
Houma, LA
Member since Aug 2004
9759 posts
Posted on 6/13/18 at 12:45 pm to
Too bad. Netflix is killing it today!
Posted by Moots
Gonzales, LA
Member since Nov 2007
978 posts
Posted on 6/15/18 at 8:17 am to
Past time for an update....Sorry about that!

As of close of Trading 6/14/2018

Some movement in the top 10 but the top 3 remain unchanged...

Oh yeah, and ZILLA IS KILLING IT!
UP 18% on second place...WOW!

Posted by oklahogjr
Gold Membership
Member since Jan 2010
36761 posts
Posted on 6/15/18 at 9:20 am to
wmt and adsk killing me right now.

out of top 5. probably regressing back slowly towards where I should have been the whole time
Posted by Omada
Member since Jun 2015
695 posts
Posted on 6/15/18 at 11:18 am to
Would it be possible to add SPY or SPX as one of the users for comparison?
Posted by ynlvr
Rocket City
Member since Feb 2009
4587 posts
Posted on 6/15/18 at 11:25 am to
SPY or SPX comparison is a good idea.
S&P 500 up 3.59% YTD. We're almost half way there and this group is killing it.
Posted by Zilla
Member since Jul 2005
10599 posts
Posted on 6/15/18 at 12:20 pm to
quote:

Oh yeah, and ZILLA IS KILLING IT!
UP 18% on second place...WOW!



alright alright, I will share the wealth a little bit... I'm not saying it's the right time to buy these, but here are my current new hot swing trade targets that I like long term and poised for even more growth:

DOCU
VRNS


Posted by oklahogjr
Gold Membership
Member since Jan 2010
36761 posts
Posted on 6/15/18 at 12:54 pm to
quote:

DOCU

did this integration for our global sales team.


their growth will have some regulation problems internationally in places like Romania where an electronic signature isn't accepted but literally they are the standard esig provider for all major companies and systems.
This post was edited on 6/16/18 at 12:12 am
Posted by Moots
Gonzales, LA
Member since Nov 2007
978 posts
Posted on 6/25/18 at 11:18 am to
As of the close of Trading 6/22/2018

I threw in the S&P 500 as a benchmark as someone suggested...

Zilla is still KILLING IT!

Some jockeying for position within the Top 10, but the players in the Top 10 remain unchanged from the last update!




Posted by leoj
Member since Nov 2010
3106 posts
Posted on 6/25/18 at 12:00 pm to
Fml. Can I get a mulligan. WHR hitting new 52 week lows
Posted by ynlvr
Rocket City
Member since Feb 2009
4587 posts
Posted on 7/2/18 at 10:10 am to
Can we get a halftime report (6/30), please?
Posted by CajunTiger92
Member since Dec 2007
2821 posts
Posted on 7/2/18 at 6:25 pm to
Thank you bayoubengals88, cave canem and of course ItNeverRains for obvious reasons.

I thought my pics would be a second half team, its time the horses pick up the pace or head to the glue factory.
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