Dome Strategic

Proprietary Trading in crazy times

[Dome Strategic @DomeStrategic]

@berthon_jones What definition do you use for small cap? Interested to see if something like $llc had dropped into that category?

[Dome Strategic @DomeStrategic]

tweet of the day and its not from Trump

[Phil Haigh @philhaigh_]

Above all this has got to go down as one of the great days in the history of Likang Roasted Eel.

[Dome Strategic @DomeStrategic]

@CacheThatCheque hi mate , do you have anything interesting on your buy radar in Japan at the moment .. just looking for a starting point to put some cash to work (with AUD.JPY up here there is a nice currency protection for me as well)

[Dome Strategic @DomeStrategic]

@berthon_jones really interesting , have been buying into $DXS on the recent weakness , hard to imagine it continues to underperform

[Dome Strategic @DomeStrategic]

@berthon_jones Interesting move Friday in the US , only thing is the consolidation being completed but pretty sharp move.#trading #anotherbuyingopp any thoughts on approaching earnings?

[Dividendology @dividendology]

The S&P 500 is at its highest price to book value ratio ever.

[Dome Strategic @DomeStrategic]

@berthon_jones and considering even taking a few days after the original guidance we are trading over 10pct lower , assuming rational response back to $24 in the near future

[Dome Strategic @DomeStrategic]

@TheRealDavey2 Seems like your right , if I had been a long I would have been exiting for a while

[Dome Strategic @DomeStrategic]

@TheRealDavey2 amazing nothing reaction , remains in the too hard to trade basket for me

[Dome Strategic @DomeStrategic]

@TheRealDavey2 Maybe, but hard not to see this back to 40c region tomorrow

[Dome Strategic @DomeStrategic]

@BLSHigh haven't traded it for a while , but seriously wtf... back to 40c!

[Dome Strategic @DomeStrategic]

@berthon_jones now that is a nice set of numbers

[Dome Strategic @DomeStrategic]

@berthon_jones Dont forget $amcr reaffirmed guidance a few weeks ago so I doubt anything material has changed .. used today as an opportunity to add

[Dome Strategic @DomeStrategic]

@berthon_jones Dont forget $amcr reaffirmed guidance a few weeks ago so I doubt anything material has changed .. used today as an opportunity to add

[Bespoke @bespokeinvest]

Today was the S&P's worst breadth day ever for an "up" day.

Since 1990, the S&P has never had weaker breadth on a day that it closed positive.

The index closed up 0.23% with a net advance/decline line of -294. There were 104 stocks up and 398 down.

🤮

[Dome Strategic @DomeStrategic]

@berthon_jones yes 'narrative fitting' is a real possibility. happily I have avoided $CSL as I could never get comfortable with the valuation .. but $SHL at these levels is starting to seem overly punished for what really was not a bad results report in August (we are now 30pct lower in price!)

[Dome Strategic @DomeStrategic]

@berthon_jones you can add $AMC and $SHL to that list.

[Dome Strategic @DomeStrategic]

bit of a decent rotation in value names in the #asx today , need patience here , things can run for days/weeks #trading

[Dome Strategic @DomeStrategic]

cut the $GQG at a small loss , will look to reenter lower

[Dome Strategic @DomeStrategic]

started buying a little $GQG today with the index inclusion and Jain still buying at not stretched valuations this is a nice longer term hold #trading

[Dome Strategic @DomeStrategic]

@Filapek fair comment , but if you think Americans will move away from convenience packaging (even for healthy snacks!) I am happy to take the other side of that expectation