Trading Ideas or Investments for Shorter Time Frame

[clarkrl2]

Bought EVHC (Envision Healthcare) @$38/share from the earnings beat MRQ with recent upward estimate revisions screen. This gets me back to fully invested (about 3.5% cash).

[clarkrl2]

Sold GILD (Gilead Sciences) @$74.54 for a gain of 5.0% in about nine months. The 5-day SMA crossed below the 200-day SMA.

[clarkrl2]

Bought KNL (Knoll Inc.) @$20.75 from the 5-day SMA cross above the 200-day SMA screen. This is also from one of my favorite value screens.

[clarkrl2]

Sold KNL (Knoll Inc.) @19.58 for a loss of 5.6% in about one month. The 5-day SMA crossed below the 200-day SMA.

[clarkrl2]

bought SMH (semiconductors etf) @%98.5 when the 5-day SMA crossed above the 200-day SMA. I am hoping this recent corrections was only a test of the 200-day. If the 5-day crosses back below the 200-day I will sell.

[clarkrl2]

Sold CNC (Centene Corp.) @122.50 for a gain of about 14.5% in 19 weeks. I bought this from the earnings beat MRQ with recent upward estimate revisions screen. It is about fairly valued at this point and it no longer meets the upward estimates standard. I want some new stocks going into the next earnings season.

[clarkrl2]

The sale of CNC in previous post actually occurred on Monday.

Today

Bought TEX (Terex Corp.) @42 from the earnings beat MRQ with recent upward estimate revisions screen.

[clarkrl2]

Sold EVHC @ $44.80 on 6/14 for a gain of 17.9% it was only about 2.5% from the $46 buyout price offered by KKR.

[clarkrl2]

Sold XLF and XLRE (Financial sector etf and real estate spinoff) for a gain of 33.4% in just under two years. Bought from the 5-day SMA crossed above the 200-day SMA screen for etfs.

[clarkrl2]

Bought DLA (Delta Apparel) @18.79 from the earnings beat MRQ with recent upward estimate revisions screen. 

[clarkrl2]

Off topic long term buy


Today I begin a new portfolio of stocks focused on producing dividends at a later date. I am not anticipating needing the income for 15+ years. I will add to the portfolio each quarter by adding to a current holding or opening a new position. I am looking for a yield higher than its historical yield, a low payout ratio, and increased earnings estimates. I am sorting the screen by 5yr compounded dividend growth. At this time I will cap the investments to a particular position at four quarters.



Bought CDW(CDW Corp.) @ $83.47. The current yield is only 1% but with 100% 5yr Compound dividend growth I am hoping for this to be a very good dividend producer after 15 years or so. 

[clarkrl2]

Bought KBE (Banking etf) @$48.48. The 5-day sma crossed above the 200-day sma.

[clarkrl2]

Sold LM (Legg Mason) @$34.40 for a loss of 11.2% in a little less than six months. This was a buy from the upward earnings estimate screen but estimates are currently being lowered. 

[clarkrl2]

Bought DAL (Delta Airlines) @$54.00 on Wed. (8/1/18) from one of my favorite value screens. I believe it also crossed above some trendline resistance. When I buy positions from this screen I hold until I no longer think they are a value.

[clarkrl2]

Sold DLA (Delta Apparel) @$18 for a loss of 4.4%. The earnings estimates were lowered after the last earnings report. I'll start looking for something with upward estimate revisions. 

[clarkrl2]

sold SMH (Semiconductor etf) @$103.75 for a gain of 5.3 in about 17 weeks



Bought TGLS (Technoglass Inc.) @$9.60

[clarkrl2]

bought WOOD (Timber and Forrest etf) based on a cross of the 5-day sma crossing above the 200-day sma.

[clarkrl2]

Sold HZNP (Horizon Pharmaceuticals) for a gain of 34.5% in almost six months. Their midyear report was not good but even though my rules said sell I held on because the price action after the initial loss looked very good. The last report was OK but I decided to book the profit when the price was near 21 today. The stock has not met the criteria I use for a hold in several months. I will be looking for a replacement but at this time I don't have a likely candidate in mind.

[clarkrl2]

Bought ARCB (ArcBest Corporation) @$49.25 from the earnings beat MRQ with recent upward estimate revisions screen. If the economy remains strong they should do well.

[clarkrl2]

sold KBE (Banking etf) @$48.1 for a loss of 0.8% in two months. The 5-day SMA crossed below the 200-day SMA.

[clarkrl2]

Bought DKS (Dick's Sporting Goods) @$37 from the earning beat MRQ with recent upward estimate revisions screen.

[clarkrl2]

Sold KBH (KB Home) @$25.95 for a gain of 29.9% in about 17 months. They will report this week and it no longer meets the criteria of the recent upward estimate revisions screen. The current valuation looks cheap but I would be less mad at myself for missing out on future gains over losing money after this week's earnings announcement.

[clarkrl2]

Sold WOOD (Lumber and Timber etf)) for a loss of 1.8% in about 6 weeks. The 5-day SMA moved below the 200-day SMA last Thursday.

[clarkrl2]

bought CELG (Celgene Corporation) @$91.75 from the earnings beat MRQ with recent upward estimate revisions screen. This brings me back up to 9 of 10 positions for this part of the portfolio.

[clarkrl2]

Off topic long term buy


Bought more CDW @ $82.45 (reference Jul 10, 2018 post). This is a long term strategy and I will either add more CDW or start a new position next quarter.

[clarkrl2]

Bought SH (short S&P 500 etf) the 5-day SMA crossed above the 200-day SMA. 

[clarkrl2]

Sold VDE (energy etf) for a loss of less than 0.1% in one year. The 5-day SMA crossed below the 200-day SMA. I should have sold last week by my strategy on Tue. or Wed. but I had distractions at work.

[clarkrl2]

sold ADS (Alliance Data Systems) yesterday for a loss of 9.1% in one year. This was bought from the earnings beat MRQ with recent upward estimate revisions. The estimates have been lowered.

[clarkrl2]

Sold SH (bear S&P 500 etf) on Friday @28.50 for a loss of 2.6% in two weeks.


Bought IWB (Russell 1000 etf) on Friday @154.25

[Value Buy]

Thanks for this thread. 
Lots of thought put into your picks.