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Trade Alert: Letting go of two longs, raising some cash

December 28, 2017 by Cody Willard

I’m going to sell two more stocks today as I continue to whittle down my number of longs and get a little more defensive.

First up is Ambarella. We’ve owned this stock for several years and we have overall made some great money on it even as we obviously should have sold all of it instead of just part of it at $120 when it peaked. The company’s had some execution stumbles and while I might revisit this name sometime next year, I’m going to go ahead and remove it for now.

Second is Impinj, which is pretty much our only big loser in 2017. It’s down 30% from our initial purchase price and I’m going to go ahead and take some losses on this one before the year end, not just because I want to lock in some losses to offset a small part of our locked-in profits from this year, but also because I want to step back from this name and re-analyze it from the outside in a month or two.

I’ve got a Latest Positions Update with new analysis and ratings and even including my expectations for each of our positions in 2018 and also where I’d nibble on more of each of our stocks coming out later today so stay tuned for that.

 

 

 

Related posts:

Trade Alert: Small cap nibble, big cap trim and markets set-up
Trade Alert: Taking Some Profits + Un-Globalizing The Economy, Stocks Vs Real Estate And More
Bear Market Plans, Economic Debate, Intel, Cutting PYPL In Half, Onshoring, Etc
Trade Alert: This Virtual Reality Platform Will Change Reality
Trade Alert: Full Trade War and stock market analysis
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Filed Under: Trade Alert

Disclosure: At the time of publication, the firm in which Willard is a partner and/or Mr. Willard had positions in some of the stocks mentioned above although positions can change at any time and without notice.

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This does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or cryptocurrency or token any other product or service by Cody Willard or any other third party. Furthermore, nothing in this is intended to provide tax, legal, or investment advice and nothing in this should be construed as a recommendation to buy, sell, or hold any investment or security or cryptocurrency or token or to engage in any investment strategy or transaction. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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