2024 Stock Picks

[vanzandt]

MRNA is a stock I watch also. I just don't see the trade here long.
To me, it is a bid up stock that is especially bid up on rate cut hopes from October.

You can't short because of the embedded implied option of biotech. I don't know what you can be looking at that $103.90 is a good price though.

For me, it probably still seems like a decent short at $103.90. A Jack ten off bet in poker.

The company is not being valued here quite right but the beta is overestimated.

You're probably right. The chart just looks like one that is ready to pop. It has held $100 for over a month now... that's the key thing I'm looking at. And they do have nearly $8B in cash.

 

[deaddog]

All fundamentals aside, and we all have our own methods of evaluating a company's chart... one man's gem is another man's dog.... but I really like that Moderna chart. Again... I have no idea about their pipeline or anything else. Strictly looking at the chart.

MRNA ---> $103.90 for a 1 year hold. To start.

Why set a time line?
Why not just throw in a stop if it heads down? You can always jump back in.

 

[vanzandt]

Why set a time line?
Why not just throw in a stop if it heads down? You can always jump back in.

Because this is ET lol, and if the stock drops to $90, I have some cover when "certain" people decide to cast stones.

And that said, when I started this back in December, I said it's about ideas I see, in reality how people trade them is up to them. Like AJG, it went from $220 to $255, but it's back at $230. Several here have done that. I think most will beat the S&P given time, but there will always be bumps along the way. I enjoy sharing my thoughts, and timing is of course everything. And one thing you won't ever see in this thread, is any claims put forth by me that "I am the greatest stock picker of all time".. because anyone that says that.. (and is serious when they say it).... is delusional, insecure, and seeking praise they obviously lacked as a child.

 

[schizo]

And one thing you won't ever see in this thread, is any claims put forth by me that "I am the greatest stock picker of all time".. because anyone that says that.. (and is serious when they say it).... is delusional, insecure, and seeking praise they obviously lacked as a child.

Oh, c'mon, 'fess up. You know you're secretly indulging yourself every time you make a call.

 

[deaddog]

Because this is ET lol,

I enjoy sharing my thoughts, and timing is of course everything.

That's why I asked about holding for a year to start.
I'm more interested in the timing and position sizing than the actual picks.
Every trader is different.

 

[vanzandt]

Oh, c'mon, 'fess up. You know you're secretly indulging yourself every time you make a call.

Naaa... I save the special occasion MP for you yoyo's on B1's thread, the Q's, and of course the mighty TSLA. It's only good for the bigger picture. The herd.

 

[vanzandt]

I'm more interested in the timing and position sizing than the actual picks.
Every trader is different.

That's why you're still here after 17 years, because that's the way to do it. The right picks at the right time with the right size.

 

[schizo]

Naaa... I save the special occasion MP for you yoyo's on B1's thread, the Q's, and of course the mighty TSLA. It's only good for the bigger picture. The herd.

Dude, if I had to name one badass prognosticator on this board, that you be you. And I hope you know that I don't hold that many traders in high esteem. So keep up the good work, sir.

 

[stonedinvestor]

Accenture---> $346



ODD---> $43.45

Update Accenture $316 down $30.

ODD---> $34 down $13



What the heck!!!!

 

[vanzandt]

Update Accenture $316 down $30.

ODD---> $34 down $13



What the heck!!!!

You're only down $3 on ODD... I told you to get in at $37.
How soon we forget.

ACN was a $330 shout out. It's down 4%... big deal.

I think the sell-off on Accenture is way overdone. I bought a little for the ira @$331+
I'll buy a little more at $320 if it gets there.
$1.29 divy coming in April though. So I'm in at $330