October 25, 2019

The Week’s Biggest Winner & Loser

GW Pharmaceuticals (GWPH)

What goes down must come up? Well, that was certainly the case this week when the bounce in the cannabis sector added +14.73% to GW Pharmaceuticals (GWPH), making it our weekly winner by a significant margin over runner-up Canopy Growth (CGC).

Nike (NKE)

The ongoing fight for freedom of speech between the NBA and China led to Nike (NKE) getting positively slammed for -5.39% in a generally positive week for stocks.

Analysts are concerned ongoing wars of words may lead to decreased sales for the big swoosh.

Portfolio Allocation

Click charts for enlarged versions

Positions

%

Target Position Size

Portfolio Breakdown

Year-to-Date Performance

Current Position Performance

Boeing (BA)

+780.89%*

1st Buy 2/14/2012 @ $79.58
Current Per-Share: (-$1,053.52)*

Nvidia (NVDA)

+595.16%

1st Buy 9/6/2016 @ $63.10
Current Per-Share: $29.42

Apple (AAPL)

+419.54%*

1st Buy 4/18/2013 @ $56.38
Current Per-Share: (-$77.33)*

Square (SQ)

+391.75%*

1st Buy 8/5/2016 @ $11.10
Current Per-Share: (-$37.86)*

Nike (NKE)

+353.79%*

1st Buy 2/14/2012 @ $26.71
Current Per-Share: (-$43.25)*

Disney (DIS)

+253.49%*

1st Buy 2/14/2012 @ $41.70
Current Per-Share: (-$6.07)*

IDEXX Lab (IDXX)

+169.64%

1st Buy 7/26/2017 @ $167.29
Current Per-Share: $99.50

Logitech (LOGI)

+28.92%

1st Buy 11/11/2016 @ $24.20
Current Per-Share: $32.52

JP Morgan (JPM)

+28.63%

1st Buy 10/26/2017 @ $102.30
Current Per-Share: $97.98

Take Two (TTWO)

+28.42%

1st Buy 7/30/2018 @ $120.99
Current Per-Share: $97.60

Citigroup (C)

+25.40%

1st Buy 10/26/2017 @ $74.06
Current Per-Share: $58.35

Salesforce (CRM)

+25.31%

1st Buy 6/11/2018 @ $134.05
Current Per-Share: $120.10

IBM (IBM)

+23.98%

1st Buy 11/6/2018 @ $120.87
Current Per-Share: $109.24

Kohl’s (KSS)

+12.63%

1st Buy 6/3/2019 @ $50.45
Current Per-Share: $47.91

Canopy (CGC)

+11.33%

1st Buy 5/24/2018 @ $29.53
Current Per-Share: $19.69

Amazon (AMZN)

+9.00%

1st Buy 2/6/2018 @ $1,378.96
Current Per-Share: $1,615.85

GW Pharm (GWPH)

+6.98%

1st Buy 7/25/2018 @ $142.28
Current Per-Share: $126.67

Dow (DOW)

+5.71%

1st Buy 5/13/2019 @ $53.18
Current Per-Share: $47.75

Berkshire (BRK.B)

+4.87%

1st Buy 8/2/2019 @ $201.96
Current Per-Share: $201.96

FedEx (FDX)

+3.61%

1st Buy 9/18/2019 @ $152.59
Current Per-Share: $152.59

Cisco (CSCO)

-0.72%

1st Buy 8/23/2019 @ $47.60
Current Per-Share: $47.24

Pfizer (PFE)

-4.59%

1st Buy 1/28/2019 @ $40.50
Current Per-Share: $38.54

Twilio (TWLO)

-5.87%

1st Buy 8/8/2019 @ $125.71
Current Per-Share: $113.66

Xilinx (XLNX)

-7.48%

1st Buy 5/13/2019 @ $111.57
Current Per-Share: $102.57

* Indicates a position where the capital investment was sold.
Profit % for * positions = Total Profit / Original Capital Investment

This Week’s Moves

Kohl’s (KSS): Profit-Taking

Kohl’s (KSS) continued to climb this week, leading me to trim another 5.8% of my position at $53.42 on Friday which lowered my per-share cost -0.66% from $48.23 to $47.91, but, as usual, freed up some capital for additional investment should Kohl’s pull back.

Just like last week, given the amount of economic slowdown combined with retail concerns, taking profits when I have them is key to properly managing this position and taking advantage of its volatility.

KSS closed the week at $53.96, up +1.01% from where I sold on Friday.

Square (SQ): Profit-Taking

I’ve been watching Square’s (SQ) volatile price action over the past few weeks and decided to start taking profits on shares I picked up at $57.03 back on September 16.

On Thursday, I sold 1/5 of those new shares at $60.94, locking in gains of 6.85% when my trailing stop target was just 5%. My next sell targets for SQ are $63.75, $69.55, $75.30, $81.15, $92.70, and $100.95 (near its all-time high).

SQ closed the week at $62.89, up +3.20% from where I sold on Thursday.

Twilio (TWLO): Added to Position

The cloud stocks continued to sell off this week with Twilio (TWLO) testing the $100.00 mark on Wednesday, triggering a trailing stop order I had placed at $100.44 which filled at $100.50.

The order added about 8% of my desired allocation for the position and lowered my per-share cost -2.8% from $116.95 to $113.66.

My next buy target for TWLO is around $93.00. 

Remember: Twilio reports earnings next Tuesday, October 30, 2019. I make it a practice to not have open orders for a position around its earnings report as determining price action from a binary outcome can be downright impossible.

TWLO closed the week at $106.98, up +6.45% from where I added Wednesday.

Want Further Clarification?

As always, if you have questions about any of my positions or have positions of your own that you’re curious about – feel free to leave a comment below!

See you next week!

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Disclaimer:
Eric “Irk” Jacobson and all other Get Irked contributors are not investment or financial advisers. All strategies, trading ideas, and other information presented comes from non-professional, amateur investors and traders sharing techniques and ideas for general information purposes.

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