Tipping Competition for Full CY 2019

[leyy]

hi peter2,

thanks for taking the time to update and maintain this comp.

I notice that lincoln indicators and I both have APX as a stock at two different prices $12.4 and $12.83

Are you able to check which one is correct?

Thanks
leyy

 

[peter2]

@leyy Thanks for noticing that. I've modified both Dec 31st prices of APX to 12.83.
I also see that the closing price of APX is a little different as well. This happens because I'm so keen to process the results that I don't wait for the final closing prices and late post market adjustments do change some prices.

Hasn't APX been on a tear (along with ALU, WTC, APT all of which you shrewdly selected). These tech companies are on fire. Why did you throw in FOD? FOD has 10 months to turnaround.

 

[Sdajii]

Thanks again for taking the time to provide the update! Well done to everyone beating the index and especially those ranking highest, including the ones who overtook me in February

Sorry to be a pain, but would you be able to spell my name correctly?

 

[$20shoes]

Yep great work, Peter.
BBUS is really hurting me...outside of my typical trading rules I surprised myself that I can still take my emotions at the time and project them forward for a doomsday scenario. Must check that!
Maybe Christmas rallies are like Melbourne summers now - January to March.

 

[peter2]

@$20shoes BBUS could be partial offset or partial hedge. It hurts you in bull markets but will help you in bear markets.

@Sdajii Thank you for the correction.

 

[leyy]

@leyy Thanks for noticing that. I've modified both Dec 31st prices of APX to 12.83.
I also see that the closing price of APX is a little different as well. This happens because I'm so keen to process the results that I don't wait for the final closing prices and late post market adjustments do change some prices.

Hasn't APX been on a tear (along with ALU, WTC, APT all of which you shrewdly selected). These tech companies are on fire. Why did you throw in FOD? FOD has 10 months to turnaround.

FOD was my speculative stock, hasn't been a great performer

I thought it had good prospects with the China expansion.

 

[Knobby22]

Did well this month, three good ones, one dud (come on Star Pharma).
Keen to see.

 

[peter2]

CY 2019 Progress at the end of March. XAO index, steady at +9.7%

Leader: myrtie100 +60%

2nd: bigdog +44%

3rd: Iggy_Pop +43

Honorable mentions (>10%/mth):
noira +20%, Logique +17%, kid_hustlr +15%, bigdog, leyy +13%, Cam019 +11%

Competitors with 5/5 positive: (12)
myrtie100, bigdog, Iggy_Pop, kid_hustlr, Trav, Wyatt, rcm617, Sdajii, sptrawler, ah13, tinhat, PZ99

Competitors beating the index: 29/50 (58%)

 

[peter2]

Top 10 stocks:

 

[Logique]

Thanks Peter, appreciate your hard work on this

 

[peter2]

Almost the end of another month.
The only question we want to know is, Did @verce select TNY in his CY2019 selections?

 

[verce]

I wish I had.

If it's not too late - can I submit TNY for CY2019 Joe?

Also, if you can backdate it, that would be even more greatly appreciated!

Cheers,

 

[peter2]

APRIL 19 has been a good month for a lot of competitors. There's been a lot of shuffling in the deck behind last months leader. "Big blue" is sorting and reformatting as I type.

 

[peter2]

CY 2019 Progress at the end of April. XAO index +2.7% to +12.4%

Leader: myrtie100 +81%

2nd: bigdog +59%

3rd: aus_trader +54%

Honorable mentions (>15%/mth):
aus_trader +27% (Z1P), willy1111 +25%(JIN), myrtie100 +21%(NEA,APT), knobby22 +19%(APT), verce +15%(APT),

Competitors with 5/5 positive: (11)
myrtie100, bigdog, Iggy_Pop, kid_hustlr, Wyatt,
rcm617, PZ99, knobby22, jbocker, Parse, TLS,

Competitors beating the index: 26/50 (52%)
# Competitors positive: 39/50 (78%)

 

[peter2]

Top stocks in CY2019 comp so far. . .

 

[Knobby22]

Zip is going better than I thought it would, real winner.
Nearmap has stunned me, I thought it already was fully priced. Well done myrtle.

 

[aus_trader]

Zip is going better than I thought it would, real winner.
Nearmap has stunned me, I thought it already was fully priced. Well done myrtle.

I am glad to be in the top position for now, not sure which stock may overtake it as there is plenty of time to go.

I was pretty happy tipping Zip Co Ltd (Z1P) as the underdog of the online BNPL (Buy Now Pay Later) companies led by Afterpay Touch Group Ltd (APT). Since then Z1P has done better than my expectations to hit the 1bn market cap at current prices, so I think it's underdog days are over and it's become a large cap stock. It could go higher if it continues to grab market share in the online payment processing space...

I've held NEA in the past, but also totally missed this massive run since the start of the year

 

[myrtie100]

Woohoo!
And I'm very happy to be holding both NEA and APT in my mechanical system since December

 

[kid hustlr]

Thanks for your efforts Peter. Tough comp this year so far some incredible results out there!

 

[peter2]

Almost the end of May. The best stocks keep going up. The terms overbought and overvalued are meaningless to the best performers. Half a dozen members are sitting near 50% of profits after only five months. The top 3 may change again this month, but there's one person sitting on high, digging a large moat around her castle.