I'm up 33% this year. I do not dabble in options. I don't understand them well enough to always make money. So, instead I buy and hold for up to 6 months, maybe a year depending on the stock itself. Some things I hold onto because of the dividends like$奥驰亚 (MO.US)$&$艾伯维公司 (ABBV.US)$. But I also hold positions in$百胜中国 (YUMC.US)$(+29%);$Pinterest (PINS.US)$(+16%);$Dropbox (DBX.US)$(+9.5%); and$The Brink's (BCO.US)$. For$The Brink's (BCO.US)$I've owned this since last July and am up 60% - about to dump that one before the end of the year.
A couple of days left here ahead of the 4th of July weekend. The casino is closed on Monday, institutional sweeping activity was bullish on Wednesday and has been the whole week so far. Biotechs were in focus on Wednesday but other than that, there was no real sector focus that stood out. Institutional sweepers were selectively active in few tech names, some underbelly growth names, energy and even in a few re-opening plays. On the sentiment front Intraday sentiment finished the session around neutral.Neutral sentiment plus an elevated gamma have created a backdrop for a sloppy push higher in the major indices but aggressive rotation continues to play a major role. Rotation into tech and growth names having already done a lot of damage, names like ...
The Brink's股票讨论区
Biotechs were in focus on Wednesday but other than that, there was no real sector focus that stood out. Institutional sweepers were selectively active in few tech names, some underbelly growth names, energy and even in a few re-opening plays.
On the sentiment front
Intraday sentiment finished the session around neutral.Neutral sentiment plus an elevated gamma have created a backdrop for a sloppy push higher in the major indices but aggressive rotation continues to play a major role.
Rotation into tech and growth names having already done a lot of damage, names like ...
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