Stock Watch
Stock Watch
Here are some of the stock which I recommend you buy and hold , especially buy on some dips as I always recommend or set limit orders
Square (SQ), Palantir (PLTR), Peloton (PTON), Overstock (OSTK), BABA , JD.com (JD) , HDFC Bank India - HDB, AMD , XPO Logistics ( XPO), Aptiv ( APTV)
Changes : As of Aug 2021,
Sells
I recommend cutting down exposure to APTV , PLTR and selling Peloton and OSTK from your portfolio. I bough PTON at 98 and sold at 108 pre Q3 earning ( given a lot of put volume at 95 strike)
Buys
I have initiated a position in CCMP post the Q2 earnings call at $125. I would buy BABA if it dips another 10% .
Other names to watch: Intuit, IBM , Cesar's.