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martyc 0 106 by martyc
Aug 23, 2016 16:43:26 GMT -6

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Under: $HAS takeover bid for $MAT? Nov 10, 2017 16:16:07 GMT -6 *
martyc: Not looking like the market will provide any discounted opp for SGMO. Call was just too professional and all signs indicate they are on a great path for commercialization. Happy with core but wish I had some trading shs Nov 10, 2017 9:04:05 GMT -6
martyc: For anyone looking to find an entry point into SGMO, I'm almost hoping is sells off in next few days so I can add more. They are really clicking but the fact they haven't signed new deals might cause some to exit. Watching as I have room for trading shs Nov 9, 2017 18:28:09 GMT -6
martyc: Been an interesting ride so far. I figured the Bears would be about this good but hoped the O wouldn't look so lame. Another building yr but still possible to get to 8-8 IMO Nov 9, 2017 18:26:08 GMT -6
Under: whats up with your Bears this year Marty? Nov 9, 2017 17:35:25 GMT -6
martyc: Hope you were long ROKU. I wanted to see Q first so missed out Nov 9, 2017 7:08:53 GMT -6
Under: $ROKU pops AH Nov 8, 2017 17:07:56 GMT -6
martyc: seekingalpha.com/instablog/400846-marty-chilberg/5067522-cloud-tracks-alphabet-q3-2017 Nov 7, 2017 12:32:02 GMT -6
martyc: I can't figure out how best to play this. QCOM back to where I sold Friday. NXPI I still own and rallying cause it may break up? Nov 6, 2017 10:57:48 GMT -6
martyc: Sure looks like it will be interesting to watch. $70 hostile Nov 6, 2017 7:34:45 GMT -6
Under: Offer on the table for QCOM. 60 in cash 10 in shares seems low. Would be willing to sell at 80. Nov 6, 2017 6:50:15 GMT -6
martyc: I decided to sell before close tho it sure looks like a real offer is coming Nov 3, 2017 18:48:39 GMT -6
Under: $QCOM up nice on rumor! Nov 3, 2017 15:07:54 GMT -6
martyc: Market is brutal these days with poor guides. Just have to pick the right ones to ride. Nov 2, 2017 20:54:41 GMT -6
Under: Beat and in-lines with poor guidance is bringing some opportunities. Nov 2, 2017 14:48:53 GMT -6
martyc: They must not have liked article so I put it in my blog seekingalpha.com/instablog/400846-marty-chilberg/5060931-microsoft-riding-trillion-dollar-cloud-wave Oct 27, 2017 16:22:49 GMT -6
martyc: Bios in trouble again today with CELG report. AMGN as well had some soft numbers. Good that ECB is dovish for overall market Oct 26, 2017 6:43:33 GMT -6
Under: Big rotation today. Still tough to find bargains. Oct 25, 2017 15:29:14 GMT -6
martyc: Adobe is one of the better cloud front runner plays. They are unsurpassed in marketing which is why Microsoft partnered instead of trying to go it alone. I sold mine this week after the runup though on my watch list again. Oct 21, 2017 11:03:35 GMT -6
Under: Been in MSFT since the run from 45. Plan on staying put. I do have a position in ADBE that was not intended to be a cloud play but I will roll with it. Been watching CRM since you posted long ago but never pulled the trigger. Kicking myself. Oct 20, 2017 19:14:52 GMT -6
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