I missed most of the buys that were earlier this month like AAPL, AMZN, FB, GOOGL, and MSFT. I like most of these and getting in a few would have been good. However, I am not prepared yet to own a portfolio of only stocks. So I am adding a few over a time.
Did you see what GS has done. It broke out of a channel in early Nov at 213. It peaked at 348, just a 63% rise.
I am not really a fan of his MA and V. I don't think they are ever going to see really big gains, so why waste my capital.
I am a member of Motley Fool and there are a few stocks there I like a lot that are big movers. That is where I picked up ROKU months ago. I am a big fan of FDX and own it now although the gains have been muted. Some of the others that I watch are PYPL, QCOM, TAN, TDOC, TSM, WCLD.
I bought in big to ROKU and SQ on 4/7 and 4/6. ROKU is up 5% and SQ 35 pts, 15%. Really juiced up my gains in the accounts they are in.
As I posted over the weekend, Pat said that he was watching NFLX, NVDA, and TSLA. I don't like NFLX and I missed NVDA. Both have a pretty bad daily range that I don't like. I saw this morning that TSLA was breaking out, so I bought at 721.62. It was up 60.34 today of which I captured 40.70. Good buy. Let's see if this is the start of something big.
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