Tuesday, December 30, 2014

Portfolio Update, December 30

After a lot of disappointments with hastily sold stocks and a settling market, things are picking back up.  Taking out a chunk of the portfolio for a holiday with the Mrs.: RAD has been a great long-term investment and I may flip TWO tomorrow to get back in.

Current holdings:

AAPL: 3
BABA: 1
WWE: 28
TWO: 28
JAMN: 2500

Other penny stocks: Don't get into penny stocks

Good luck investing, catch up soon!

Friday, November 7, 2014

BAH! Denied on BABA: YHOO, RAD, UA

UA is back on the way up, but I got a little irritable with 10 shares dipping 3 something below purchase price, so I used BuyAndHold trades to sell UA and get nearly 7 shares of YHOO and 62 shares of RAD, which is edging back up the last few weeks and which I've missed owning.

I guess BuyAndHold doesn't like trading in white-hot stocks, as I was unable to get any shares of BABA, but buying Yahoo, which still has a decent stake in the upstart mega-giant, was a decent enough consolation prize.

Current holdings:

PLUG x130, Up 9.53%
RAD x62, Up 3.5%
YHOO x 6.925, Up 1.8%
TWO x 29, Down ~ 2.5%
WWE x 27.65, Down ~ 7.5%

Penny stocks: worthless

Wednesday, October 29, 2014

Tempted To Flip: UA, RAD

The rough ride continues, but there's no room for flipping at this point.  With UA down from Jim Cramer's recommended purchase price, WWE lower but holding and coughing out a dividend, and PLUG dragging its feet until quarterly results, there hasn't been that much room to trade out for RAD, which has been having a nice comeback since some disheartening losses (good thing to have sold at $8 though).  I wouldn't be surprised to see $8 again within the next year.

Apple's price is dazzling considering the buzz about Apple Pay, BABA is riding the coattails of the Pay hype, and... that's about it.  Lots of blood in the water today, with even FB and TWTR taking some gut punches due to WhatsApp's fractional return and sluggish user growth rates.

BRGOD, our only penny stock worth mentioning, had a nice 400% jump since its reverse 1000-1 split, meaning our 300 shares are now worth... half a tank of gas.  The uber-hopeful reports continue to come out, and it will nice to see a Bergio store materialize, but for the meantime it will be a long hold and I sure don't recommend repeating my experience.  We had a chance to make $115 into $450 months back and should have taken it.


Wish list:
RAD
BABA
AAPL

Glad we hadn't:

GTAT: Before AAPL's jilt, a low-10s stock soared, now at $1.  Ouch.
JCP: Go online or go home.
GRPN: Just lots of slow flopping downward.



Wednesday, October 22, 2014

WW Eeee, Face Booked, Underarm Charm

Hello all,

It's been a kind of bleak couple of weeks.  WWE took a recent hit but we're still holding, if only for international subscriptions to WWE, TWO is down a little (which is fine because it's a dividend stock anyway), and we traded out 9 shares of FB for 10 of UA.  Profitability continues to elude PLUG.

Coulda shoulda wouldas:

We would have liked to have held ISIS longer, traded FB for TWTR, and traded WWE for RAD, which has been on a nice upswing from the 4s and will probably reach 5+ soon.

For now we continue to hold, with our penny stocks dormant and/or worthless.  BRGO did a 1000-1 reverse split, making our 300,000 shares worth a cup of coffee, LQMT languishes in the teens, and nothing else - TGRO, PVSP, FLST - is worth even mentioning.  The strategy going into the new year will be holding onto corporate stocks long-term and selling what carnage we have left in pennies.

Hopefully there'll be some good news, but for now our missed profits are in Rite Aid, Isis Pharmaceuticals, and even Facebook.  With Lockheed Martin's fusion discovery, we hope to get in eventually.  Stay tuned.

Monday, August 18, 2014

Stock Portfolio Update, August 18: Stoppin' the Hoppin', Long Everything (FB, PLUG, BRGO, LQMT)

Lionel's Stock Portfolio: What's New?



It's been a precarious couple of months.  Holding in some positions has cost me momentum, but there are a few trades I'm glad I made.  Here's my wrapup of present and recent stocks:

FB: Long, long.  The money's coming in and I'm not budging, even in a personal catastrophe, until 90 a share.  18 shares.

PLUG: Also long.  The company finally turned a profit and I'm holding in expectation that companies like Wal-Mart will provide more business in the long run.  Plus, I bought my second batch at 9 a share.  Boo to that, especially in light of recent severe dips.  Still, bought around 4 in a second batch trading off a small RAD position. 130 shares.

LQMT: A sleeper.  Haven't bothered tracking it since dips under 30 cents. 600 shares.

FLST:  A fun curiosity last year.   The potential's still there but with revenue under six figures, I'm just holding. 500 shares.

PVSP: Supposed to be a penny stock hit.  ZZZ. 1K shares.

BRGO: With a brick and mortar location coming eventually (love the cautiously optimistic PR). 300K shares.

Don't regret selling: 

RAD While still a promising long-term stock to me, short-term events pushed things well down below 8.62.  If I ever get some extra investing money I may pick up again in the mid sixes before it slowly accumulates value again.

NENE The Cheap Investor's pick's supposed to be around $10 "soon".  Glad to have sold from around 2.50 before it started scumming at 1.80.  Nothing against his long-term track record, but a sour start investing in his recommendation.

Do regret selling:

ISIS Beautiful long-term stock and far down from a high of 62.66.  Even a jump to 40 could still turn a large-scale investor a decent profit.

TWO: Just a gorgeous dividend, 10%. I miss it.

Wishlist:

AAPL It split again! Its price is within range of the common man too.  Kicking myself for missing a buy-in opportunity at 92.

WWE Even with a rise to half its previous price of $31.98, I'd be happy buying in today.  The 4.10% dividend isn't bad either.

AWP: A quiet but nicely performing stock.  With automated dividend reinvestment in an account like
BuyandHold, 6.60% paid off 12 times really adds up.

Thanks for reading! What stocks are you watching lately? Feel free to leave a comment!




Thursday, July 31, 2014

Recent Trades: Facebook, Rite Aid, Plug Power, Isis Pharmaceuticals

Hey all,

Thought I'd update this blog while Blogger's open.

Been hopping RAD and FB while they fluctuate, made a small flip so I turned 10 shares of FB into 183 shares of RAD into 45 shares of ISIS & 83 RAD into 23 ISIS and 100 RAD, for a 17-share gain.  Fortunately I sold out at 7.30 before RAD tumbled to mid 6es and am back into 18 shares of FB instead of my original 10.  Recent FB gains from 75 from 60s have been painful to buy back but with good targets FB will be a mid-range hold at least.  PLUG power is a longer-range hold.

Current holdings:

~18 shares FB, bought from consolidated RAD & ISIS position
130 shares PLUG, long-term hold, bought 1/2 at mid-4s but hoping to recoup a supplemental purchase at 9.
600 shares LQMT (ZZZ...)
500 shares FLST, 1/2 sold at $0.38 so I made my profit at 10 cents a share.
1500 shares PVSP, negligible.
300,000 shares BRGO, regretting not selling for a 300% profit.

Basically these are all long purchases.  Twitter was a consideration a while back but my money's going with a stock recently valued more than Coke.

My wife's been really sick and time is at a premium.  Feel free to read more at lifenotlyme.org.  I will try to keep writing here.  Perhaps I will have a newsletter if you are interested.  Please let me know in a comment.  I see a few pageviews a day and am happy people come to visit.

Thank you,

Lionel