You are so thoughtful! It's a pleasure finding your notes, really.
I love a good story. Sometimes it's about choosing a particular stock and at other times it's mostly about figuring out how to survive at all. In the end, I view all of these things as well as related issues as part of the process of foraging. You know this.
There've been some stunning successes for sure, I know by your picks that you get the big picture without getting messed up in the lesser details that often obscure an investor's judgment.
CEQP, for example, is in four-bagger territory. NGL is knocking on the 2-bags door now. The others are clearly well into the profit zone and just need to be left to do their thing.
I'm of the belief that ALDW is going to break out any day now and absolutely definitely within a month. NGL is already trudging ever higher.
Sometimes there's a voice from within that seems to just scream at me. It's been this way for about twenty-five years now. A psychologist friend and I used to share picks and life stories until he got married to a high flying business lady in her own business and he moved out of the area. He maintained that market success or failure results from the marriage of intellect and instinct. I know he's onto something but I've never seen it in print by the hand of a market guru, so it remains a question mark in my mind.
Anyhow, at times stocks speak calmly to me, or they tell me it's time. Then some will insist I make a move and I can't help but notice when they yell at me. But when they scream "ASSHOLE!" I throw caution to the wind and submit to a force greater than my own, whatever that might be.
It's funny for me as I look back at what I've said here yet there's one unalterable truth I can't escape:
I've never failed to stumble upon a huge gain when I've yielded to "The Scream." lol
NGL has been an enormous winner for me. ALDW has been in my stable since the IPO but it was only this year (first quarter and towards the end) that the screams were undeniable. I've got a growing gain already ($32.3K) but I'm absolutely certain this will take off soon on a far greater scale. How I wish others would/could trust themselves enough to take a chance!
As for HLX? The whole robotic part is going to make a huge mark. And this one along with MDR will both be dazzling, I believe. There's no scream yet but I see good times ahead...especially in the case of MDR as it moves into greater Gulf of Mexico operations.
You're posting wonderful numbers, by the way. I love hearing stories such as yours. 2016 handed me a 65.9% overall gain. I'm pleased, of course, but more than anything...I'm especially appreciative that I'm able to crank out good returns for myself and friends year after year.
This is going to be the ALDW/NGL year to top all years. I could not be more sure of it. These two picks represent 71% of my total stock-based value. I currently hold 25,000 units of ALDW and 6,000 units of NGL.
Life is sure exciting when you're having fun!
