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LongTerm CapGains
12/25/20 at 6:40 AM CST

TTWO Off Topic

  I bought on the drop, plan to buy more if it drops more, here is my rationale:   The stock was undervalued prior to the drop, BABA has ...

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breinejm
12/24/20 at 10:32 AM CST

TTWO Off Topic

LT, got any thoughts? I have a small position, wondering if this is a larger buying opp? I think you follow it more closely, would love to know you...

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Jam ok
12/23/20 at 2:48 PM CST

TTWO Earnings

I am flummoxed by CIEN's rise from 38 to 52, while the company continues to report meh CC's with poor guidance, and self-admittedly won't see much ...

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LongTerm CapGains
12/18/20 at 5:12 PM CST

TTWO Off Topic

So, Microsoft aims to build their own chips for Azure Servers and their own tablets etc ... it will be based on ARM technology.  This is what ...

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LongTerm CapGains
12/18/20 at 3:59 PM CST

TTWO Off Topic

Heard a while ago today that MSFT is developing its own chips. Don't know if it plans to use ARM technology. If it were to do that it would be bull...

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breinejm
12/10/20 at 8:55 AM CST

TTWO Earnings

Shares of Ciena Corp. CIEN, -4.52% are off about 7% in premarket trading Thursday after the networking company reported a lower fisc...

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breinejm
12/10/20 at 8:54 AM CST

TTWO Earnings

Shares of Ciena Corp. CIEN, -4.52% are off about 7% in premarket trading Thursday after the networking company reported a lower fisc...

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Jam ok
12/08/20 at 11:40 AM CST

TTWO Off Topic

While CIEN has been climbing nicely of late, their earnings are out Dec. 10th, and I'm leery of the buy and sell calls strategy this time around. T...

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LongTerm CapGains
12/08/20 at 8:52 AM CST

TTWO Off Topic

Disclosure: I sold my positions in BRI, BLMN and CAKE.  The reson?  The Chinese EVs have come down substantially and I could not resist, ...

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LongTerm CapGains
12/03/20 at 5:53 AM CST

TTWO Off Topic

I should also point out that the dollar has been steadily declining, this too should put a bit of upward pressure on the 10 year treasury note.&nbs...

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LongTerm CapGains
12/02/20 at 1:40 PM CST

TTWO Off Topic

Treasury Yields are soaring, should be good for the financial sector Treasury Yields Have Soared This Week. What Investors Should Expect Now. -- Ba...

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breinejm
12/01/20 at 12:16 PM CST

TTWO Off Topic

awesome, thanks for the thoughts!

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LongTerm CapGains
12/01/20 at 5:37 AM CST

TTWO Off Topic

  The restaurant stocks (and old economy stocks in general) are a play on an economic recovery. I am not expecting to keep the restaurant stoc...

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breinejm
11/30/20 at 10:13 AM CST

TTWO Off Topic

Why CAKE? I do not follow them, but prior to pandemic they were ~40ish/share, close to that now. Even as we get vaccines, won't it be close to a ye...

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LongTerm CapGains
11/25/20 at 7:50 AM CST

TTWO Off Topic

I bought back BABA (not as a big a position as I had when I got flushed out about 9 to 10 days ago) at $260, will keep it for a while, hope Xi Jinp...

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LongTerm CapGains
11/25/20 at 7:47 AM CST

TTWO Off Topic

I too am sorry I sold NIO, it and XPEV have gone vertical.  Left a ton of money on the Table, I should have sold half and kept the rest, oh we...

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breinejm
11/24/20 at 8:39 AM CST

TTWO Off Topic

Thanks for sharing. I am interested in looking into some other areas and I like your logic. Might have to do some reading over Thanksgiving.

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breinejm
11/24/20 at 8:37 AM CST

TTWO Off Topic

I have done more DD since your original post.  I like NIO the best of the 3  FWIW and even did an earnings trade (bought at 44- sold at 4...

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