Chris Lau
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Chris Lau in Value Stocks,

Action List: Thursday, September 8

As AMD unwinds, look elsewhere. Use the three day rule and let the sell-off in AMD play out. This group will revisit AMD then.

  • 1.Watch Nintendo (NTDOY), which soared after the company circulated news that Mario will come to Apple iOS
  • 2.Dump HPE. Quarterly results were a dud.

  • 3.Ride the CMG pump. Pershing Square – wrong on VRX, HLF – so likely wrong about CMG.
  • 4.Load up on Retrophin RTRX.
  • 5.Trade Intel (INTC). It may make a run to $40…as it unloads half of its useless McAfee unit.
  • 6.Quietly accumulate FB, TWTR, and BABA