Friday, October 31, 2014

Trade Ideas Market Recap Friday October 31, 2014

Slow day for me – only 3 trades – TEVA, PEG and KKR.



Contact:
Barrie Einarson
barrie @ trade-ideas . com
Trade Ideas Trading Room Moderator
http://forums.trade-ideas.com

The Goods from Stocktoberfest 2014 That'll Get Me to STF2015


On the heels of this week's 3rd successful Stocktoberfest conference, organized by Stocktwits and Howard Lindzon, I've put my takeaways together as a signpost to compare to the future editions of what's become a highlight of the year.

  1. Phil Pearlman deserves a talk show format where he's on the couch and Guests sit behind the desk.  "Study your mind as closely as you study your charts." I'd watch it.
  2. It's a natural high to get out of routines, (re)visit gorgeous destinations (HT Coronado), meet fascinating people, and buzz from valuable interactions of trending ideas and hard-nosed experience. I feel like I've received an oxygenated, nutrient-rich blood transfusion.
  3. Brokers like E*TRADE and TD Ameritrade buck the trend, come to Stocktoberfest to listen, and actively engage with everyone's ideas. Makes them evergreen leaders in my book. Where's that intangible show up on a chart? Balance Sheet? Long. Really.
  4. This edition will be remembered for its spotlight on the growing services and information ecosystem around crowd funding and bitcoin. Firms like DataFox and others are creating the means to make high quality decisions previously reserved only for the most capitalized investment bankers and VCs.
  5. Benzinga's got its act together building out a financial content machine without going HuffPo on us. Marketfy a case in point here: great job of aggregating what's diffusing for readers and publishers alike.
  6. Thank you Gregor Macdonald for making energy thought provoking. I'm watching the Trade Ideas Energy Channel with renewed focus as a result.
  7. The 80/50 Rule.
  8. George T. Stagg is the slowest drink you should ever consume at 135 proof! Many thanks to Nick Fenton for his generosity and good times. I'm a fan!
  9. Another gentleman of good taste and generousness: Hand of God winemaker, Jon 'El Jefe' Staenberg at Vigilucci's. Great wines from Mendoza, Argentina. Great conferences have their wildcards onstage as well as mingling around!
  10. Ross Levinsohn was as good as it gets. I appreciated his blunt talk about his time at Yahoo! as CEO.

Most clever tweet of the conference goes to Andy Swan.

Next year I'm sitting next to: Frank Zorilla and Dave Whitmore. They didn't miss a beat it seems.

Totally related, highly recommended:

Thursday, October 30, 2014

Trade Ideas Market Recap Thursday October 30, 2014

Another technology glitch for the NYSE – but that helped me with one trade – ADSK. Also traded THRM – a big shout-out to Denislav for pointing that one out - TTPH and AMAT



Contact:
Barrie Einarson
barrie @ trade-ideas . com
Trade Ideas Trading Room Moderator
http://forums.trade-ideas.com

Wednesday, October 29, 2014

Trade Ideas Market Recap Wednesday October 29, 2014

FOMC day which I find difficult to trade - traded LLY, GLW, SNY and OI



Contact:
Barrie Einarson
barrie@trade-ideas.com
Trade Ideas Trading Room Moderator
http://forums.trade-ideas.com

Tuesday, October 28, 2014

Trade Ideas Market Recap Tuesday October 28, 2014

Some exciting action today – watch HIVE tomorrow.  Traded PBCT, INVN, TRN, HIVE and IT



Contact:
Barrie Einarson
barrie @ trade-ideas . com
Trade Ideas Trading Room Moderator
http://forums.trade-ideas.com

Monday, October 27, 2014

Trade Ideas Market Recap Monday October 27, 2014

Not too exciting for me today – will talk about TEN, RGLS and CEMI – watch RGLS and MCHP tomorrow.



Contact:
Barrie Einarson
barrie @ trade-ideas . com
Trade Ideas Trading Room Moderator
http://forums.trade-ideas.com

Friday, October 24, 2014

Trade Ideas Market Recap Friday October 24, 2014

Market shrugged off the ebola news from yesterday – traded CLDX, GSK, SYNA and GIMO. Watch BABA for a $100 break.



Contact:
Barrie Einarson
barrie @ trade-ideas . com
Trade Ideas Trading Room Moderator
http://forums.trade-ideas.com

Thursday, October 23, 2014

Trade Ideas Market Recap Thursday October 23, 2014

The perils of day trading – market was super charged and then the NYC ebola news hit at 2:50. Traded CVS, PG, LEG, CSX, CLDT and STE. Watch VSR, IBIO, LAKE, TKMR and APT tomorrow.



Contact:
Barrie Einarson
barrie@trade-ideas.com
Trade Ideas Trading Room Moderator
http://forums.trade-ideas.com