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Trade Alert: Selling, nibbling, covering, and, yes, UBER

May 13, 2019 by Cody Willard Leave a Comment

I’m doing a little more buying today and rebalancing the portfolio too. I’m also adding a new name and I’m going to get cut one name to do so from the portfolio to do so.

I’m letting go of Intel here. The company’s guidance for the next two or three years in their recent investor meeting makes me wonder how they’re planning to get back to growth later.

I’m covering most of the IBB short.

I covered some of the GLUU short.

I nibbling some more WFC.

I nibbled some more BA.

I am buying a starter position in UBER. Remember this:

Apr 26, 2019 – Uber Will Price IPO At Less Than $100 Billion Valuation | Fortune

Well, UBER is presently down 40% from the $100 billion + valuation and nothing’s changed. Meanwhile, we Uber when we go anywhere. It’s already a verb and it’s clearly the dominant name in ridesharing. Tesla’s robotaxi fleet, if goes nationwide over the next few years, will certainly hurt Uber, but I like both companies’ valuations here a lot. And both are Revolutionary in their own way. Both leaders. I own both TLSA and UBER now. I’d like to short some LYFT and maybe another car manufacturer or two at some point, but not today.

More on all these names later.

 

Related posts:

Trade Alert: Buying more Netflix
Telsa-like intuition, The Roku of Food, Pot might finally be a buy and a Trade Alert
Trade Alert: What We Should Focus On Now
Trade Alert - Scaling into our new pick using the usual tranche buying approach
Trade Alert - Forced to play the game (and a flip & a trim)
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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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