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GWSO Was the best performing stock pick today picked by HAWKEYE_TT. and the Best Top Pick was TSLA picked by VALUEMIND. hope this helps.
SSKMP Managed Index (As Of 9/19/24)
Daily Performance
+0.11%
YTD Performance
+7.80% (Best Levels of 2024 and Overall)
Overall Performance
+506.22% (Including Options Trading +370.20%)
VMIR (As Of 9/19/24)
Daily Performance
Value Microcap Index:+1.73%
Value Microcap Index Rebalanced:+1.54%
Overall Performance
Value Microcap Index: +16.59%
Value Microcap Index Rebalanced:+19.53%
VMIR (As Of 9/19/24)
Daily Performance
Value Microcap Index:+1.73%
Value Microcap Index Rebalanced:+1.54%
Overall Performance
Value Microcap Index: +16.59%
Value Microcap Index Rebalanced:+19.53%
IART
Fundies for the upcoming quarter are not gonna look pretty I almost guarantee you that. They have had a history here, of becoming a serial disappointer. And they are Significantly under earning there potential. Which is bad because it shows they are a classic underachiver. And How competent is management is a question that needs to be asked as well. Will they finally hit guidance?
Now the positive is they are significantly under earning there potential, it is a negative because it shows how much of a underachiever they are it is a positive because if thing work out they could be a $3.25-3.50 earner in fy 26. But FY 26 is a waaaaaaaaays a way. They are very cheap period and riduclously cheap to there peers. which are all pluses.
End result is it is a 2% position at the moment. For me 2% is a standard position. 3% is a core Position. 5% is a top pick. and 10% is a table pounder. So I see a scenario if it goes lower which it looks like it wants to that I increase it to 3% at some point, but doubt I do much more than that, until I see the quarter and guidance. All is just my opinion, and I could always be wrong though.
~~COMPX 9/20/2024~~~~~~~
Previous Close
18,013.98 +440.68
17899 SSKILLZ1
SSKMP Trades
Sell 900 Shares of VTRS
Note that this is a fictional portfolio and is not a recommendation to buy or sell securities
VTRS
Decided to take a profit today at $12.10. I think the low 12's right now will prove to be short-term resistance, Wanted to sell something today. So took a profit here, will buyback on weakness. All is just my opinion, and I could always be wrong though.
To be fair the Tigers are 25-10 in the last 35 so it is not just the royals they are playing well. And the reason why the tigers are in this is because partly the twins who cannot get out of there own way lately either, and don't deserve to make the playoffs with the way they are playing down the stretch.
The O's are another team who can't get out of it's own way, you think someone would catch them for the top wc, but that might not happen because the AL is very weak. I truely believe your 1b going down was a significant injury to your offense which was a little short allready. Those AL Teams right now are hard to like. I mean the Tigers are playing very well but I look at the roster and I'm left unimpressed although I am rooting for them. The Twins are playing terribly down the stretch. The royals have fell off a bit after the injury to the 1b, and there offense is clearly weak. The O's Have no pitching. The Indians starting pitching isn't great and now with the kwan injury there offense is lacking. That leaves the Astros and the Yanks. Give the Astros a slight edge, but would be surprised if one of them are not the AL representative at this point in the WS in my opinion.
I do think the royals will do better over the coming days the competiton level is dropping now at least for the 1rst 6 I believe in my opinion.
I can't believe the market is rallying like this I figured August to early October would be a tough time for the market, well I was clearly wrong so far, the market is breaking out to new highs today. When I exited in mid July I thought the market would see say somewhere between a 7-15% decline from there, with lots of stocks going down alot more than that. However that Idea hasn't been right to say the least. But I agree with you take on being loaded into stocks going into the election, that seems very risky at these levels in my opinion. Than again I haven't been right so what the heck do I know. All is just my opinion, and I could aways be wrong though.
Look the braves had trouble scoring runs for the most part since the injuries yet they still find a way to win games with there pitching. The mariners have averaged more runs this season than the braves have since may yet the braves have held up, and the mariners can't win. The mariners are 11th in runs score not 15th in the AL, they should be better. if they were just an average offese they should allready have 90 wins with there pitching. But even at there offense they should be in the low to mid 80's in my opinion.
There offense is bad. But when your 1rst in era in baseball, you shouldn't be trying to finish under .500 this season. Which is what they are trying to do. That is hard to believe, but true.
The mariners are one of those team you look at with there pitching should be waaaaaaaaaaaaay better than they are, but watch the series against the yanks and you will quickly know why they are not in my opinion. Thankfully not a mariners fan this is the team that drive me up the nearest wall this season. They should be about 7-10 games better than they are in my opinion
Brewers have had a really good year. And the most exciting thing Chourio who I don't think will get it with Merill and skenes, but should finish no worse than 3rd in the NL ROY. He looks really good by the way. You have some speed (sb and triples) and you do have some power on offense (with homers) which is why you have scored the 3rd most runs in the NL this year. Your pitching, Still don't really buy you starting staff, which I think will eventually be the undoing of this team, but heck it is good enough probably to win close to 95 or so games when we are done here, so it is not that bad. Hence they have a shot.
I like the Phillies the best in the NL. They are the favorite and it isn't close. But I think the brewers, Mets (If they Make it) Padres (If they make it) Have shot of varying degrees as well. Dodgers right now have a little shot, but there pitching I won't say is baltimore bad, but it's not good right now with all the injuries. Arizona SP doesn't look good enough to me, eventhough there offense is amazing. And Atlanta it is there lineup that is the problem thanks to all the injuries.
NVOS Was the best performing stock pick today picked by HAWKEYE_TT. and the Best Top Pick was SDRC picked by HAWKEYE_TT. hope this helps.
SSKMP Managed Index (As Of 9/18/24)
Daily Performance
-0.00%
YTD Performance
+7.68%
Overall Performance
+505.70% (Including Options Trading +369.68%)
VMIR (As Of 9/18/24)
Daily Performance
Value Microcap Index:+0.07%
Value Microcap Index Rebalanced:+0.08%
Overall Performance
Value Microcap Index: +14.61%
Value Microcap Index Rebalanced:+17.72%
VMIR (As Of 9/18/24)
Daily Performance
Value Microcap Index:+0.07%
Value Microcap Index Rebalanced:+0.08%
Overall Performance
Value Microcap Index: +14.61%
Value Microcap Index Rebalanced:+17.72%
~~COMPX 9/19/2024~~~~~~~
Previous Close
17,573.30 -54.76
17475 SSKILLZ1
This mets team is alot tougher than that 2022 team in my opinion. And more importantly the braves of 2022 are a much better team than this Atlanta team as well, because of the injuries of course in my opinion.
I like what I'm seeing with acuna bat and too be fair his glove has been good for the most part. but that bat is live.
Nothing like LH starting pitching to get the team going. Love to see those LH.
Now acuna who looked good up until that terrible play in limited playing time so far bounces back with a RBI double. He is obviously unproven and unexperianced but has potential, and I rather see him than eddy Alvarez who has played twice allready sinne he has been called up which is two times two many.
Now Acuna has a terrible play. to set up a possible big inning. Have to say I keep missing lindor daily.
ISPC Was the best performing stock pick today picked by DEADJIM. and the Best Top Pick was ALTO picked by LARRYBAZ. hope this helps.
SSKMP Managed Index (As Of 9/17/24)
Daily Performance
+0.10%
YTD Performance
+7.68% (Best Levels of 2024 and Overall)
Overall Performance
+505.70% (Including Options Trading +369.68%)
Yeah but he was playing like two/ three times a week before mcneil went down especially when winker came in. And marte came back. Don't want to have somebody up in the lineup who is getting spot play. But now that he is a everyday player, hitting him up in the top of the lineup is fine, especially without lindor up there. Would hit him 2nd (especially against a lefty) with Lindor hitting leadoff when Lindor hopefully soon gets back.
I generally love LH pitching for the mets they are the opposite of the yankees, they love lh pitching (So this might get them out of there offensive woes a bit). So that's a plus that two lefties are on the mound the next two day. Mets are 9-2 so far against the nats, there success I believe to that level of dominance is they see alot of LH pitching, and that is a problem against the mets, your begging for trouble throwing lh pitching generally against them.
Glad to see Acuna in the lineup this madness with Eddy Alvarez has got to stop. Until Lindor is back he should start everyday.
VMIR (As Of 9/17/24)
Daily Performance
Value Microcap Index:+0.42%
Value Microcap Index Rebalanced:+0.49%
Overall Performance
Value Microcap Index: +14.53%
Value Microcap Index Rebalanced:+17.63%
VMIR (As Of 9/17/24)
Daily Performance
Value Microcap Index:+0.42%
Value Microcap Index Rebalanced:+0.49%
Overall Performance
Value Microcap Index: +14.53%
Value Microcap Index Rebalanced:+17.63%
~~COMPX 9/18/2024~~~~~~~
Previous Close
17,628.06 +35.93
17475 SSKILLZ1
The problem is when mcneil was healthy iglesias didn't play everyday. And too be fair mcniel in the 2nd half was one of the hotter bats before he got hurt (Stunk 1rst half). But now that he is gone and iglesias is playing everyday, I like the idea of moving him up in the lineup, I also like the idea of marte hitting 2nd right now with lindor out especially against a lefty.
He is at the top of the order thanks to lindor being down. I rather have lindor back and hitting leadoff to be honest. I kind of like Iglesias hitting 2nd though.
The mets for the year. Are 3rd in the NL in doubles, and 3rd in the NL in Homers. They are 6th in runs scored, 6th in ba, 5th in slugging and 6th in ops. So as a whole they have been decent. In reality, they were okay to start the year were the best offensive team in baseball from like may 30th to the break, okay for a little while after the break and the last 3-4 weeks the offense has been awful. And whatever offense they did have a lot was by lindor in big spots how many big hits did he get over that stretch do you think anyone else was getting those big Hits?
Now breaking it down. Vientos is in his first slump of the year. He has been outstanding, but he is in a slump right now, like 3/35. Alonso you look at his homer and xbh hit numbers they look fine. But they are the least impactful numbers you will ever lay eyes on. His ops is about 150 points lower this year with men on. I almost dread him with runners on, I feel like he can't hit this year. Now whether he is putting too much pressure on himself with the contract and all this year, that is possible end result is he rarely comes through with RISP, and less hard contact than years past as well.
Nimmo outside of a month and 1/2 has been a disappointment this year. His numbers would look awful if it wasn't for that month and half. Now his at bats look better lately, but than again he is master hitting the ball to right field just foul over the last couple of weeks, he has 4 balls that were litteraly feet from being homers down the line.
Alvarez, has been a disappointment with the bat as well. Although he seems like he is finally starting to show more life lately with better swings. Now that he is not trying to pull everything, he has tons of power work the middle and the opposite field two, you don't just have to sell out pulling everything.
Iglesias has been fantastic, and one of the best clutch hitters this team has, plus his defense has been outstanding as well.
Marte has been hurt a bit, but seems to get some hits, and than get hurt, get some more hits than gets hurt. Just when he get going there is some sought of setback around the corner, but when he is available I have confidence.
JD Martinez has had a down year, and simply might be on the other side of his career, He is 0 for his last 22 or 23, although it seemed like in philly he would keep hitting the ball to the wall in cf and they fielder would catch it including one where the fielder jumped up and stole a homer. having said that hasn't got a hit anytime soon.
Bader performance has fallen off, but that should of been expected. Winker has been Okay, but he has been cold lately.
And I have no clue why they keep playing eddie avarez the guy has 0 hits since he has come up 0. Play Acuna he at least has potential.
Jeff mcniel had a horrible 1rst half, than he started to hit a ton in the 2nd half. Than he got hurt and now he is gone. He was one of the bats that were picking up in the 2nd half, and the offense took a bad turn from okay to below average when he went down. It is now horrifically bad without lindor because not only is he clutch, but just if you watch the game he talks to the other plays when there batting when they are fielding his loss is waaaaaaaaaaay more than the numbers right now.
Now the good news for the mets and the braves. Is the D-backs if they can't beat the rockies are in a world of trouble as well. They have the brewers and the padres still on the schedule. They cannot afford to lose another game to the rockies or there is a scnerio the braves and mets make it and d-backs don't. Hoping the padres are extremely motivated for the division those last 3 games. I think the padres are in. But now with that loss last night to colorado a team I thought the d-backs would sweep, they have entered the picture it is 3 teams for 2 spots.
On a side note hopefully the tigers catch the twins, they have played terribly down the stretch and never show in the playoffs. Would love to see the tigers make it in my opinion.
wasn't pretty but they stopped the bleeding here. good win. and getting help from the dodgers.
Okay thanks for bringing in the lefty. Now mets time to take advantage. Don't get them bringing a lefty in right now, but I'll take it.
Now hopefully diaz doesn't blow it in the 9th again, and he is allready into a rough start.
They cannot let eddie alvarez hit here. I'm sorry.
1 run now going on the last 21 innings. This is really pathethic to watch.
I mean the news was relatively good with the MRI, but still him missing like say 3-4 days is devastating for a team that is desparate for offense without him. He is the heart of this team, and even when he does come back what % of himself is he gonna be.
Mets offense is in trouble without him in my opinion. Since the injury and yes I'm not counting him play sunday they are 0-2. And they are losing again, this time against the nats with there best pitcher manaea on the mound.
OPTT Was the best performing stock pick today picked by NSOMNIYAK. and the Best Top Pick was OPTT picked by NSOMNIYAK. hope this helps.