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Trade Alerts: A couple 5G plays, a trim and two shorts

January 25, 2019 by Cody Willard Leave a Comment

Amaris is such a princess warrior and the doctors say we should be able to bring her back home next week. She’s off the ventilator and feeling much better.

Here are most of the trades I’ve made lately in the hedge fund with a bit of commentary on each. (In alphabetical order.)

Longs:

I bought some ADTN. The stock’s down big from its highs, is now trading at about 10-12x next year’s probable earnings and looks increasingly like it could be a 5G spending beneficiary.

I bought some QCOM common and some QCOM call options with strikes ranging from $55 through $60 and dated out from April through next January. Stock has been crushed, shortsellers proclaiming how it could drop in half, lots of negativity around this name. Meanwhile, the dividend is nearly 5% and Qualcomm will be one of the best 5G plays in the world regardless of how their court cases play out.

I trimmed some SQ call options. The stock’s up 50% since we bought them just three weeks ago.

Shorts:

I started a short position in GLUU. High valuation, dependent upon old titles that look increasingly dated and suffering increasingly bad reviews.

I shorted some MJ. I believe in the Cannabis Revolution long-term, but there’s still just way too much hype and hope and bubblicious valuations in the sector. Looking for some of the silliest marijuana stocks so I can build up some shorts in this sector for now.

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

Related posts:

Trade Alert: Covering Some Shorts As The Frauds Start Being Revealed
Trade Alert: Trimming some SEDG (and join me today for a Q&A Livestream)
Trade Alert: Crashy Market And Here's How Inflation Will Play Out Over The Next Two Years
Trade Alert: Taking big profits on SYNA, TWTR (and random thoughts)
Trade Alert: Two new names I'm nibbling
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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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