I own both BIDU and PCLN with no plans to sell. They have both held up well through this year's volatility and maintain good institutional sponsorship. I think both would be solid additions on a pullback. PCLN is a bit extended, but it just isn't all that volatile and leads me to think it would be fine for new money. Both have great fundamentals.
SINA, SOHU and LULU have been on my radar, but I bought GMCR again this year after its monster breakout on huge volume as a result of its last earnings report. I think it remains a great candidate for new money.
I also own positions in AMZN and AAPL (older holdings still worth hanging onto), UA, BEXP, JAZZ, and AGQ (leveraged silver ETF). I also have the OCT 100 call on OPEN. I try to max out my positions at 12-15, trim any laggards, and add to winning positions until they become too extended. I currently have about 20-30% in cash, waiting on the next leg up I think is coming. No crystal ball though, so I wait.
SINA, SOHU and LULU have been on my radar, but I bought GMCR again this year after its monster breakout on huge volume as a result of its last earnings report. I think it remains a great candidate for new money.
I also own positions in AMZN and AAPL (older holdings still worth hanging onto), UA, BEXP, JAZZ, and AGQ (leveraged silver ETF). I also have the OCT 100 call on OPEN. I try to max out my positions at 12-15, trim any laggards, and add to winning positions until they become too extended. I currently have about 20-30% in cash, waiting on the next leg up I think is coming. No crystal ball though, so I wait.
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