Not many gurus are teaching or writing about the ways they were able to become more organized, productive, and efficient in their research and studies to get where they are today. They always want to teach about what makes them so good and what you can do to be like them. But what's more important is how they got there, not why they're there now. I don't understand why I've never read any articles from almost anyone in the blogging side of trading that focuses on this kind of stuff. It hit me real hard when I started getting serious about my trading logs and trade analysis. You'd think there should be a ton of great articles out with tips and tricks for this kind of stuff, but there's not.
It's up to you and you alone to recognize this and to seek help. I've been fortunate enough to have mentors along the way who have been willing to share their secrets with me and help me figure out how I want to do things. Not literally secrets in that there's some secret sauce to all this, but in that this kind of thing is very personal and it's not something that's super comfortable talking about.
Without further ado, this is why I am posting a consolidated list of tickers after filtering through it all, and only posting about a small fraction of the research I do on a daily basis. Live, sleep, eat, breathe what we do! Forever a student of the business and always hungry for more!
In no particular order:
$MOMO - China tech
$DUK - clean energy
$PM - tobacco/juul/cannabis
$WDAY - SaaS
$CRM - SaaS
$CAMP - Saas
$VRS - paper
$MGA - Canadian auto
$ACLS - design for semi-conductors
$SMAR - collaboration tools
$GNLN - cannabis/vaporizers
$LSTR - trucking brokerage
$O - monthly dividend REIT
$HZO - boat dealer
$MLR - truck manufacturer
$ALV - automotive safety systems
$WLK - petrochemicals
Further breakdown into groups for portfolio diversification purposes:
- Diamonds in the rough (unfound plays): $LSTR $CAMP $HZO $MLR $ALV
- Software as a Service: $WDAY $CRM $CAMP
- Others that aren't overly exciting right now, but don't want to lose track of since I like them long-term (although not necessarily as longterm investments):
$VSH - semiconductor
$CTST - marijuana
$RSG - nonhazardous waste
$TDOC - mobile medicine
$YINN - China bull ETF
$HOMZ - housing/real estate ETF
$LMAT - biotech
$LEVB - marijuana
$MJ - marijuana ETF
$IIPR - marijuana REIT
$ATOM - semi-conductor
$SGBX - construction
$CATS - psychological health
$IART - biotech
$TEL - tech
$TLRD - retail
$IMMR - biotech
$BPI - education
$XLNX - semiconductor / 5G
$NIO - Tesla's "China competitor"
$TPB - tobacco, cannabis potentially - All marijuana/cannabis-related, or has potential to be in the future: $PM $GNLN $CTST $LEVB $MJ $IIPR $TPB
- China exposure: $MOMO $YINN $NIO
- Niche markets: $VRS $LSTR $HZO $CATS
- REIT: $O $IIPR
- ETF: $YINN $HOMZ $MJ
- History of Yielding Dividends: $DUK $PM $MGA $LSTR $O $MLR $ALV $WLK $VSH $RSG $YINN $MOMO $HOMZ $LMAT $MJ $IIPR $TEL $TLRD $TPB $XLNX
(see here and paste DUK PM MGA LSTR O MLR ALV WLK VSH RSG YINN MOMO HOMZ LMAT MJ IIPR TEL XLNX as symbol list for data)
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