Yesterday Trump focused on his Immigration policy and signed a
bill to build a wall. He stated that constuction is only a few
months away but the planning has begun.
Contrary to popular belief. Senator Johnson (Man tasked with
finding the wall) has been spending time in Isreal looking at there
wall. The company that build the Wall and the foremost in Wall
intrusion detection is Magal Securities (MAGS). $157M market cap
company which just broke out of a 5 yr channel.
If it costs $2.5m Mile (What Israeli's paid for there wall) x
2000 miles = $5B costs, Projections are $15 to 25B for the wall.
Seems almost a no brainer to own MAGS on this thesis since they are
a pure play and have created 100's of security perimeters in US
already.
Fundamental idea with big picture technicals breaking out. I
think this is a 4 bagger in 2yrs.
Posted by jdaswani on 20th of Jan 2017 at 01:20 pm
I bot some MAGS today, way to play the wall if it becomes
reality. Here is the link to the co's border protection
page, http://www.magal-s3.com/borders_intrusion.html, also a
pretty good write up, pretty
dated. http://mrkt.news/magal-securities/
Posted by jdaswani on 12th of Jan 2017 at 09:33 am
No Opinion on co. Keep in mind, they own chrysler and they
benefit from a stronger dollar and will likely lead to upside eps
on reconversion to local currency.
Posted by jdaswani on 12th of Dec 2016 at 12:08 pm
SPY & IWM Daily entered day over the upper BB, currently
both are trading back inside the band,. if it closes this way it
could lead to a few more days of selling.
Quality co, low vals and stable dividend. risk/concern is tied
entirely to drug pricing and the regulation change. risk to E, is
the unknown tied to price cuts, if any.
normalized multiple has been closer to 15x. (established pharma
12x) so at 6x, street is expecting eps to go down in
half.
probably priced in the bad news, but its hard to know what the
regulatory costs/hurdles will be.
The community is delayed by three days for non registered users.
Brazil overreaction. Not the first time pol caught in bribe case
Brazil News
Posted by jdaswani on 18th of May 2017 at 10:17 am
EWZ trading still - Traded this long 2x now for nice gains. Good support at 32 on weekly chart
INAP
Posted by jdaswani on 10th of May 2017 at 02:48 pm
Found an interesting idea on stocktwits. site link is http://www.stockideas.io/internap-3-31-low-priced-cloud-play/
MTW Buy settup
Posted by jdaswani on 15th of Feb 2017 at 10:45 am
CEO PennyPacker buys 78k shares @ 6.33 yesterday, stocks breaking out of wedge
Belly Bombers and beers. Brings
White Castle to serve alcohol
Posted by jdaswani on 1st of Feb 2017 at 08:36 am
Belly Bombers and beers. Brings back memories
JCP old settup getting ready to move
New Trade setups
Posted by jdaswani on 31st of Jan 2017 at 03:40 pm
Who wants to build a Wall?
Posted by jdaswani on 26th of Jan 2017 at 09:01 am
Yesterday Trump focused on his Immigration policy and signed a bill to build a wall. He stated that constuction is only a few months away but the planning has begun.
Contrary to popular belief. Senator Johnson (Man tasked with finding the wall) has been spending time in Isreal looking at there wall. The company that build the Wall and the foremost in Wall intrusion detection is Magal Securities (MAGS). $157M market cap company which just broke out of a 5 yr channel.
If it costs $2.5m Mile (What Israeli's paid for there wall) x 2000 miles = $5B costs, Projections are $15 to 25B for the wall. Seems almost a no brainer to own MAGS on this thesis since they are a pure play and have created 100's of security perimeters in US already.
Fundamental idea with big picture technicals breaking out. I think this is a 4 bagger in 2yrs.
wanted to share with fellow BPT'ers
Some Links
http://www.washingtonexaminer.com/israels-border-wall-the-model-for-trump-senate/article/2610843
http://www.cnn.com/2017/01/25/politics/donald-trump-build-wall-immigration-executive-orders/index.html
Baby Formula company, make Enfamil
MJN - Pot Stock?
Posted by jdaswani on 24th of Jan 2017 at 12:21 pm
Baby Formula company, make Enfamil brands. 60% of biz is China. Local chinese, so not affected by Trump border taxes
GPRO Breakout
Posted by jdaswani on 24th of Jan 2017 at 09:34 am
GVA Settup
Posted by jdaswani on 20th of Jan 2017 at 02:09 pm
Long trade, play on highway build
Trump Wall Play
Posted by jdaswani on 20th of Jan 2017 at 01:20 pm
I bot some MAGS today, way to play the wall if it becomes reality. Here is the link to the co's border protection page, http://www.magal-s3.com/borders_intrusion.html, also a pretty good write up, pretty dated. http://mrkt.news/magal-securities/
No Opinion on co. Keep
FCAU
Posted by jdaswani on 12th of Jan 2017 at 09:33 am
No Opinion on co. Keep in mind, they own chrysler and they benefit from a stronger dollar and will likely lead to upside eps on reconversion to local currency.
Real time news feeds
Posted by jdaswani on 3rd of Jan 2017 at 08:07 pm
Any suggestions on a good news feed? I have tried briefing, tradethenews and various websites.
Please send me your favorite feeds. any and all please reply.
YRCW - Perfect retest of 20dma (Transport Stock)
Posted by jdaswani on 21st of Dec 2016 at 10:39 am
Good trade settup
there will be no overturn.
PM's will go through the roof if vote contested
Posted by jdaswani on 16th of Dec 2016 at 03:00 pm
there will be no overturn. fade the story
Fundamental play. share gainer and
JCP
Posted by jdaswani on 16th of Dec 2016 at 02:59 pm
Fundamental play. share gainer and topline grower. Down with the rest of Dept Store space. Acts poorly but its a better buy near $8.00 fundamentally.
Assume it stayed long today,
SPY Pro comments
Posted by jdaswani on 14th of Dec 2016 at 04:39 pm
Assume it stayed long today, SPY System
Indexes
Posted by jdaswani on 12th of Dec 2016 at 12:08 pm
SPY & IWM Daily entered day over the upper BB, currently both are trading back inside the band,. if it closes this way it could lead to a few more days of selling.
Quality co, low vals and
GILD
Posted by jdaswani on 9th of Dec 2016 at 08:32 am
Quality co, low vals and stable dividend. risk/concern is tied entirely to drug pricing and the regulation change. risk to E, is the unknown tied to price cuts, if any.
normalized multiple has been closer to 15x. (established pharma 12x) so at 6x, street is expecting eps to go down in half.
probably priced in the bad news, but its hard to know what the regulatory costs/hurdles will be.
TDW working
Posted by jdaswani on 1st of Dec 2016 at 10:02 am
Looks to have some runway too.. 17m shares short or 38% float
SPY - Low Risk Short settup
Posted by jdaswani on 21st of Nov 2016 at 01:09 pm
Kissing 2200 as we speak. Negative divergence and trend line still broken on the 60minute chart.