2020 market expectations and positioning - Part 2

[Xylitol]

dbs chiong ahhhhhh

 

[hwbest]

STI soars!

 

[Mecisteus]

Be fearful when others are greedy, its only been 2 months since march lows. Market is overvalued.

Yup it's a hold for me now.

Already stopped buying since first week April.

In fact, I sold a speculative play last week. Left core holdings only.

 

[yang_nastyman]

anyone follows tech companies listed on hkex?

tencent, alibaba and meituan dianping have been doing well.

will take this opportunity to sell the more traditional value holdings that i have, and ready to load more of growth that are shining in pandemics or not.

 

[culepico]

hi, just wondering what will be the scenario if one of the co found the vaccine before the rest ? will the rest drop ?

I'm not an expert, so judging based on my observation of trading these biotech stocks for the past month or so.

Before a vaccine/treatment is found, which will take months to years (or never be discovered), these stocks should rise in general. The hype and FOMO should drive most of these stocks on any kind of positive news. Just look at what Moderna's news yesterday did to the biotech stocks as a whole. I would recommend buying a basket of COVID-19 related biotech stocks now and hold them. A good list of these stocks can be found in the article here https://www.fool.com/investing/2020/05/17/is-buying-a-basket-loaded-with-every-coronavirus-v.aspx. Look at how some of these stocks rallied yesterday (or the past month in general). I would also recommend to buy small to mid cap stocks as they have potential to run higher than large cap ones.

If a vaccine/treatment is first reported by a company that works and passed all clinical trials, it is hard to tell how the other stocks will behave. But I always believe in buy the rumours, sell the news, so it will be a good idea to sell most if not all of the COVID-19 biotech stocks at that time. After all, your basket of biotech stocks should have ran tens to hundreds of percentages (or thousands if you're lucky) on average from now till then, so you should have a handsome profit already.

Just my 2 cents .

 

[pawn_king]

you can't beat the Fed. but you never know when the Fed will pull back either

Oaktree’s Howard Marks Says Fed Support Isn’t Forever, Distress Coming

"Those of us in the markets believe that stocks and bonds are selling at prices they wouldn’t sell at if the Fed were not the dominant force"

 

[Lex1989]

Higher taxes. Households drowning in revolving debt. Entire industries crippled. Municipal defaults. Dismal savings rates. Small businesses crumbling. Layoff's. Defaults. Pension funds and defined benefits gearing up for more losses.

Government throwing the kitchen sink at it. We have already lost. These are desperation moves. Sad because there are real people hurting bad right now.

 

[hwbest]

it can be forever, because the fed is not using its own money. it’s the only place on earth where new money magically appears.

you can't beat the Fed. but you never know when the Fed will pull back either

Oaktree’s Howard Marks Says Fed Support Isn’t Forever, Distress Coming

"Those of us in the markets believe that stocks and bonds are selling at prices they wouldn’t sell at if the Fed were not the dominant force"

 

[lightchaser]

I'm not an expert, so judging based on my observation of trading these biotech stocks for the past month or so.

Before a vaccine/treatment is found, which will take months to years (or never be discovered), these stocks should rise in general. The hype and FOMO should drive most of these stocks on any kind of positive news. Just look at what Moderna's news yesterday did to the biotech stocks as a whole. I would recommend buying a basket of COVID-19 related biotech stocks now and hold them. A good list of these stocks can be found in the article here https://www.fool.com/investing/2020/05/17/is-buying-a-basket-loaded-with-every-coronavirus-v.aspx. Look at how some of these stocks rallied yesterday (or the past month in general). I would also recommend to buy small to mid cap stocks as they have potential to run higher than large cap ones.

If a vaccine/treatment is first reported by a company that works and passed all clinical trials, it is hard to tell how the other stocks will behave. But I always believe in buy the rumours, sell the news, so it will be a good idea to sell most if not all of the COVID-19 biotech stocks at that time. After all, your basket of biotech stocks should have ran tens to hundreds of percentages (or thousands if you're lucky) on average from now till then, so you should have a handsome profit already.

Just my 2 cents .

thank you sir for yr invaluable advice !

 

[Trader11]

Anyone invest in Mastercard or Visa? Any upside or catalyst in the next few months?

 

[hwbest]

STI chart looks really bullish. Next target 3000 points?

 

[ranchfarm]

STI chart looks really bullish. Next target 3000 points?

Ask the US market since STI just gets dragged along by the nose.

 

[chaoprokia]

I'm not an expert, so judging based on my observation of trading these biotech stocks for the past month or so.

Before a vaccine/treatment is found, which will take months to years (or never be discovered), these stocks should rise in general. The hype and FOMO should drive most of these stocks on any kind of positive news. Just look at what Moderna's news yesterday did to the biotech stocks as a whole. I would recommend buying a basket of COVID-19 related biotech stocks now and hold them. A good list of these stocks can be found in the article here https://www.fool.com/investing/2020/05/17/is-buying-a-basket-loaded-with-every-coronavirus-v.aspx. Look at how some of these stocks rallied yesterday (or the past month in general). I would also recommend to buy small to mid cap stocks as they have potential to run higher than large cap ones.

If a vaccine/treatment is first reported by a company that works and passed all clinical trials, it is hard to tell how the other stocks will behave. But I always believe in buy the rumours, sell the news, so it will be a good idea to sell most if not all of the COVID-19 biotech stocks at that time. After all, your basket of biotech stocks should have ran tens to hundreds of percentages (or thousands if you're lucky) on average from now till then, so you should have a handsome profit already.

Just my 2 cents .

thanks for your view, i looked into your bio share recommendation. its interesting to see it run fast but even if it run when will it stop?

can provide some insight?

example it can run 300% already and go another 100%

should i enter now?

should i sell at 100%?

since it been run from start 600%.

therefore in generally i think it running base on news.


what is the scenario it will drop?

example GILD giving positive news but it drop.

not sure about how each affect one another other.


or base on the list of stock you recommend.

just buy and hold sell when u feel u earn enough?

but the way feel this way like gamble because dont know what going on.

 

[Hello_Kitty]

Higher taxes. Households drowning in revolving debt. Entire industries crippled. Municipal defaults. Dismal savings rates. Small businesses crumbling. Layoff's. Defaults. Pension funds and defined benefits gearing up for more losses.

Government throwing the kitchen sink at it. We have already lost. These are desperation moves. Sad because there are real people hurting bad right now.

but the usa stocks just keep rising

 

[linkteo]

Is it too late to buy MRNA and NVAX now? Any other potential Bio stocks to buy?

 

[slowmover]

Mrna has ran 400% ytd
Nvax has ran 1600% ytd.
Risk/Reward simply not favorable. Highly unlikely any buyer will get a 100% return from current level. Biotech is the most volatile sector in the whole market. So if the potential return are not in the few hundred % range the risk/reward is not there coz you might lose 80% in a single night too.

 

[culepico]

thanks for your view, i looked into your bio share recommendation. its interesting to see it run fast but even if it run when will it stop?

can provide some insight?

example it can run 300% already and go another 100%

should i enter now?

should i sell at 100%?

since it been run from start 600%.

therefore in generally i think it running base on news.


what is the scenario it will drop?

example GILD giving positive news but it drop.

not sure about how each affect one another other.


or base on the list of stock you recommend.

just buy and hold sell when u feel u earn enough?

but the way feel this way like gamble because dont know what going on.

Sorry, I can't give an answer. It all depends on what you know and how you feel about the stock. Even I trade these stocks mainly on hype, and sell when I feel that the profit is enough. Then I might buy again on the dip or when there is hype again. All these are up to your own judgement. I can only provide some tickers for your interest, most of them have huge potential as seen by their performances so far. But whether or when to buy/sell is up to you.

Sometimes you have to trust your gut feeling and don't be upset if you didn't buy at the lows or sell at the peak. A profit is a profit.

 

[chaoprokia]

Mrna has ran 400% ytd
Nvax has ran 1600% ytd.
Risk/Reward simply not favorable. Highly unlikely any buyer will get a 100% return from current level. Biotech is the most volatile sector in the whole market. So if the potential return are not in the few hundred % range the risk/reward is not there coz you might lose 80% in a single night too.

Sorry, I can't give an answer. It all depends on what you know and how you feel about the stock. Even I trade these stocks mainly on hype, and sell when I feel the profit is enough. Then might buy again on the dip or when there is hype again. All these are up to your own judgement. I can only provide some tickers for your interest, most of them have huge potential as seen by their performances so far. But whether or when to buy/sell is up to you.

Sometimes you have to trust your gut feeling and don't be upset if you didn't buy at the lows or sell at the peak. A profit is a profit.

well my concern its the shares is not sustainable at the current price that all.

haha.

and usually funds has a rotation sequence. therefore most funds are in bios it might rotate out anytime.

 

[candyass]

Yes like I went long SRNE at $8.97 pre market yesterday and dump it at @9.95 upon market open for a quick buck. Profit is profit. But you have to set stop loss too. For me I would set 20% stop loss to minimize risk.

 

[culepico]

well my concern its the shares is not sustainable at the current price that all.

haha.

and usually funds has a rotation sequence. therefore most funds are in bios it might rotate out anytime.

Well if that's your concern then you should trust it, that's my advice. Because only you are responsible for your own profits/losses.

However I would also like to add that for the past 2 months, many of these stocks looked like they have peaked earlier on, suffered a dip, and then rose much higher later on, and repeated this pattern for a few times. Take MRNA, ARCT, NVAX for example.