• Portfolio Management for November 7, 2017

    The SDS long is not doing too well now, but the loss is contained to 1.3%. My problem is that the Money Flow turned positive on the 20DMF and hence, in theory I should close the long SDS position.

    A second possibility is to turn the portfolio into neutral by buying a long position. Among the trade ideas below, PAYX and VIAV look interesting on the long side.





    VIAV is a new stock that I added this morning. The Pyramid data will be available tomorrow, but for now, the EV pattern is rather good, the stock has bounced off a long time support and is buyable below 8.63. VIAV was previously known as JDS Uniphase and is active in network management.