Seeking Alpha

John Cofran

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  • John Cofran
    out of $SYMC happy to make 14% in 12 days
    Apr 8, 11:46 AM
    Reply (1)
    • jeepnsam: nice trade...i'm holding until ER
      Apr 8, 12:47 PM
      • John Cofran
        as if we didn't know, $GRUB confirms tech is in a 1999-2000 bubble... 50% of new tech firms will disappear and the other 50% will fall 70%
        Apr 4, 11:24 AM
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          • John Cofran
            trimming $CAT $QCOM $MSFT $LMT near 52-wk highs... sell in May go away is starting early this year
            Apr 2, 3:53 PM
            Reply (1)
            • jumpnjoey77: My cycles work says 5-10% dip starting early June. All systems go until then. I opened 8 long positions on the 27th - all up over 4%.
              Apr 2, 4:21 PM
              • John Cofran
                picked up $CONN last week on recent sell-off
                Mar 21, 10:35 AM
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                  • John Cofran
                    dipping toe in on $SYMC
                    Mar 21, 10:35 AM
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                      • John Cofran
                        glad I bought naked $AMZN Apr $345 Puts just before the close... :-)
                        Jan 30, 4:35 PM
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                          • John Cofran
                            picked up trading position in $NSM on the selloff
                            Jan 10, 2:21 PM
                            Reply (1)
                            • RobbyRob: Why the selloff today?
                              Jan 10, 6:47 PM
                              • John Cofran
                                putting the final touches on year-end tax loss selling... solid year- portfolio up 27% with only 53% exposure to the $SPY
                                12/31/13
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                                  • John Cofran
                                    cut $CM position 20% at 52-wk highs
                                    11/18/13
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                                      • John Cofran
                                        grabbed some $NUAN for a trade
                                        10/25/13
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                                          • John Cofran
                                            added trading positions in $OUTR $MYGN $AEO $FL $DPS
                                            9/26/13
                                            Reply (1)
                                            • Jonathan Loewer: $AEO announced and the stock opened up 12%, but market-down-day dragged it down to up only 4% at the close. Here's a second chance to buy.
                                              11/7/13
                                              • John Cofran
                                                out of $DEM up 8.5%
                                                9/11/13
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                                                  • John Cofran
                                                    out of $DECK with a 23% loss... a late 2011 trade gone bad
                                                    8/30/13
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                                                      • John Cofran
                                                        out of $FXI up 13% in a month... still holding $DEM for some China exposure
                                                        8/14/13
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                                                          • John Cofran
                                                            picked up $BRCM at $27.23 as a 1-6 month trade
                                                            7/24/13
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                                                              • John Cofran
                                                                added to $EMC and $CM
                                                                7/23/13
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                                                                  • John Cofran
                                                                    added to $AAPL ahead of earnings
                                                                    7/23/13
                                                                    Reply (8)
                                                                  • View all 8 replies
                                                                    • John Cofran: beat or no beat, its a fairly safe investment over the next couple years and i think we will begin to see catalysts in the back half of 2013
                                                                      7/23/13
                                                                    • Cash King: Beat and a 4% or so increase AH. But, either way I'm a long yield investor so I agree with John's statement above.
                                                                      7/23/13
                                                                      • John Cofran
                                                                        Picked up some $DEM, $FXI and $EWZ as trades
                                                                        6/28/13
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                                                                          • John Cofran
                                                                            $SPY broken. next stop 1,540 then 1,470. max support 1,350. exposure under 40%... will add 15%-30% exposure at each lower support level
                                                                            6/20/13
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                                                                              • John Cofran
                                                                                portfolio just went positive on the day
                                                                                5/23/13
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