Who says you can’t find good stuff on Twitter. Here are my 5 best fundamental tweets from my Twitter feed in the last 4 months.
1. GMCR on March 9, 2011
The Tweets: I tweet that the only logical move for Starbucks (SBUX) is to do a partnership or buyout deal with Green Mountain Coffee (GMCR). I then send out an FA Alert to buy GMCR to put my money where my mouth is.
Result: The next day Starbucks announces a partnership deal with Green Mountain Coffee and FA Alert subscribers make a 27% gain in one-day (Trade screenshot Link)
2. SINA on March 2, 2011
The Tweet: I tweet that SINA is the best public stock market vehicle to play the web 2.0 internet bubble due to their ownership of the Chinese Twitter.
Result: Although I wasn’t smart enough to buy it myself, the social networking valuation bubble went into over-drive with SINA moving up from $77.15 on March 2nd to $119.35 on April 8th for a +55% move in 5 weeks.
3. NVDA and MMI on February 7, 2011
The Tweets: I tweet that Nvidia Tegra 2 tablets will flop and Nvidia is a short as that flop news comes out. I also say Motorola Mobility’s Xoom tablet will flop hard vs. Apple iPad.
Result: Nvidia Tegra 2 tablets including the Motorola Mobility Xoom flop. Nvidia (NVDA) trades from $25.32 on February 7th to $17.55 on April 8th for a decline of 30.7%. Motorola Mobility (MMI) trades from $30.88 to $24.03 in the same time period for a decline of 22%.
4. Short BGP, Long BKS on January 28-31, 2011
The Tweets: I tweeted a prediction that Borders Group will declare bankruptcy in the coming weeks and BGP will go down and BKS will go up on the news.
Result: Borders Group did declare bankruptcy and their stock BGP got de-listed. Moreover BKS did go up on the BGP bankruptcy news and FA Alert subscribers were able to bank huge gains (Trade screenshot Link)
5. Buy oil, gold, farmers, and web 2.0 holding companies on December 5, 2011
The Tweets: After ranting against Bernanke money printing, I lay out the plan on how to play QE2. Buy oil, gold, farmers, and web 2.0 internet vehicles.
Result: From December 5th to April 10th, oil trades up 27%, gold up 4%, MOO up 8%, and web 2.0 private internet valuations go up a gazillion percent (Facebook, Zynga, Groupon, etc.)
If you like what you see above, be sure to check out my two paid services below as that is where you can exclusively find my fundamental trading idea flow now:
1) FA Alert – email trade alerts: http://www.firstadopter.com/fa-alert/
2) FA Chat – trading chat room: http://www.firstadopter.com/fa-chat/