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17 Jun
Posted by Sensei @ 7:09 pm | categorized under: Agriculture Stocks, Alternative Energy, Energy, Steel Stocks, Trades
ABAT - up 18% from this morning’s buy.
CPST - Also had a sweet day and hit a new 52 week high. Up 7.8% today and up 15% on my buy.
ABP - Up 5% today and up 18% from the buy.
AP - Up 6% from the buy point, but up 7.6% on the day. It didn’t [...]
16 May
Posted by Sensei @ 5:52 pm | categorized under: Agriculture Stocks, Alternative Energy, Brazil Stocks, Farm & Construction Machinery, Market Comments, Mining Stocks, Oil Stocks, Semiconductors, Solar Stocks, Stock Lists, What Sucked Today, What Worked Today
JOYG, CPST, DRYS, GU, EDEN, EWZ, DRQ, CAT, KOL.
Of these stocks which ones do I still own?
CPST (can’t complain about that).
EDEN (can’t complain about this one about to break out).
EWZ (bought it back yesterday, was too depressed to post yesterday about it after seeing DRYS bust 100).
So why I am upset about DRYS going above [...]
15 Apr
Posted by Sensei @ 11:25 pm | categorized under: Market Comments, What Sucked Today, What Worked Today
Sucked:
Selling the index longs at a loss then the market closes up on a mild rally. RUT was actually strong.
Midday Update not being posted for some reason.
Worked:
DRYS calls. Up 11% since the buy this morning. I love DRYS above 70 and JOYG above 70 and lets talk about CAT again around 75-76 range.
DRQ - I’m [...]
10 Apr
Posted by Sensei @ 11:41 pm | categorized under: Agriculture Stocks, Alternative Energy, Brazil Stocks, Farm & Construction Machinery, Oil Stocks, Semiconductors, Solar Stocks, Steel Stocks, Stock Lists
Long ideas:
Solars: STP, ESLR, DSTI, HOKU. As crude rises, solar should rock and roll.
ETFs: EEM, SSO, QLD - Long the market now and want to get more long.
Semis/Tech: WDC, KLAC, ONNN, TXN - Semis turning around here, there are more semis that haven’t been made that could run here.
Oil/Gas: DRQ (Which looks fookn outstanding here), [...]
10 Apr
Posted by Sensei @ 10:27 pm | categorized under: Biotech Stocks, Farm & Construction Machinery, Leveraged Funds, Mining Stocks, Semiconductors, Tech Stocks, Trades, What Sucked Today, What Worked Today
Worked:
Being long the NDX and RUT. Yesterday I bought the weak close and todays rally gave me 2.6% in the RUT and 3% in the NDX.
CPST - closed up to 2.58 at the high so my buy is up 2.79%. On the account I didn’t sell CPST in is up 4.45%
Semis had a nice day [...]
Bought:
CPST back @ 2.51 and its not moving anymore. It was earlier.
JOYG back @ 71.45
Look at TITN, SIM, both making new 52 week closing highs roday..F$CK.
DAR moving well and the chart is setting up very nicely. GILD doing well. Semi upgrade today turning AMAT right around @ support.
Considering dumping EWZ and adding that cash to [...]
08 Apr
Posted by Sensei @ 8:46 pm | categorized under: Trades, What Sucked Today, What Worked Today
Worked:
TITN - Ripped today up 8% unfortunately I can pick the stocks, but I can’t ride them all the way. I got out with a 3.6% gain, so I can’t complain.
CPST, DRYS, and JOYG all finished higher. It looks like I’m going to have to sit through a possible drop tomorrow though.
My RUT long was [...]
08 Apr
Posted by Sensei @ 10:45 am | categorized under: Alternative Energy, Brazil Stocks, ETFs, Farm & Construction Machinery, Leveraged Funds, Trades
Sold:
TITN @ 19.76 and 20.50 for a gain of 3.6%, if I had a little patience I could sell here @ 20.73 for 5%+
Bought:
DRYS @ 69.51
CPST @ 2.49
JOYG @ 70.23
RUT @ 712.74, right about where we are now as I type this (12:34pm est) RUT looks like its testing support and might give one [...]
07 Apr
Posted by Sensei @ 8:49 pm | categorized under: Biotech Stocks, Farm & Construction Machinery, Leveraged ETFs, Leveraged Funds, Trades, What Sucked Today, What Worked Today
Position Update:
Owning: TITN, CAT, DAR, AMAT, GILD
Worked:
Sold: TBSI & JOYG I want to be a buyer of both these names and CAT as they come in if the markets selloff.
TITN up 2% from the buy today.
Index long funds were taken to cash this morning. I’m a buyer of weakness, so if we selloff tomorrow morning [...]
Sold:
TBSI @ 34.22 for a 3.6% gain (I thought I saw it breaking down, but it wasn’t the case.) I’m out, wish I didn’t sell, and wish I picked DRYS this time around. My DRYS calls would have doubled now with its 6% move today. What a call.
POWI @ 29.26 for a 3% loss
My index [...]
03 Mar
Posted by Sensei @ 10:07 pm | categorized under: Trades, What Sucked Today, What Worked Today
Worked:
Nothing.
Sucked:
Everything. I feel like its still late to short, but I’m getting convinced its not - a sign of a turn probably. However, I’m just going to have to wait till an actual rally gets started to play the long side from here and then I’ll be looking to short. We’ve had some close calls [...]
Bought: TITN @ 18.79, TBSI @ 35.45, went back into the indexes long (I’m a glutton for punishment). Seriously I saw the volatility indexes spike quite a bit this morning and the markets not having follow through this morning has me concerned this drop was not real.
I saw RCH pop, but I thought it ran [...]
25 Feb
Posted by Sensei @ 8:56 pm | categorized under: Agriculture Stocks, China Stocks, Farm & Construction Machinery, Trades, What Sucked Today, What Worked Today
Worked:
Being long the indexes. I’ve been long for days now and today it paid off. More than 4% in the RUT and I’m RUT heavy in my index account plus 1.36% in the NDX.
SEED - Up 4%.
CPST - Had a great move today. Up 9.2% on the position.
YGE - I got ancy on my [...]
Indexes playing footsie back and forth. Another day where I had big morning profits in the indexes that I didn’t take…damn.
GRO - Ripping up 12% today as much as 18% - Don’t forget I sold this one on Friday. I was on the right track though with it.
CPST - Bought on Friday up 13% today.
Bought:
SEED [...]
22 Feb
Posted by Sensei @ 7:04 pm | categorized under: What Sucked Today, What Worked Today
Being long and not panicking. I talked about it yesterday and I reiterated it today. I knew something would happen in the terms of news or fed rate cut or that type of thing that would send this market flying and screw up everyone who is betting on the drop. NDX almost gained 1% (remember [...]
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