Chris Perruna Profile picture
Jan 3, 2022 30 tweets 7 min read Read on X
🧵Stocks to Watch 2022

$ABNB $AFRM $APPS $ASAN $COIN $CURI $DDOG $DOCN $GENI $GLBE $INMD $MQ $NET $OPRX $RBLX $SI $SOFI $U $UPST $ZI

Detailed Blog Link:
chrisperruna.com/2022/01/02/sto…

Detailed analysis for each individual stock is within this thread, via a screenshot from the blog.
2/ Please understand that I have several portfolios that I manage for my family:

1. Growth Portfolio (active)
2. IRA Portfolio (passive)
3. Index Funds (passive)
4. Crypto Portfolio (active & passive)

I diversify my net worth across active & passive investment portfolios.
3/ This year’s list contains 20 growth names to watch in 2022.

That is ALL this list is, a personal watch list that can and will change over the course of the year, so please do not take it as a recommendation to buy, hold or sell any security.

It is NOT my growth portfolio!
4/ Please do not follow anything I do blindly – every trader and investor must do their own due diligence, have their own plan and know their own timeframes for their own personal portfolios.

I don’t trade for a living nor do I aspire to trade for a living.
5/ I invest to increase my overall net worth & to “play the game”.

I enjoy trying to beat the market averages by making my own decisions in individual stocks. Some years this works and in others, it doesn’t.
6/ In 2020, my growth portfolio returns crushed my IRA & index funds but in 2021, my index funds outperformed my IRA & growth portfolio.

My crypto portfolio outperformed them both, in both years.

It’s anyone’s guess what will outperform in any given year - why I diversify.
7/ $ABNB - 166.49
8/ $AFRM - $100.56
9/ $APPS - $60.99
10/ $ASAN - $74.55
11/ $COIN - $252.37
12/ $CURI - $5.93
13/ $DDOG - $178.11
14/ $DOCN - $80.33
15/ $GENI - $7.60
16/ $GLBE - $63.39
17/ $INMD - $70.58
18/ $MQ - $17.17
19/ $NET - $131.50
20/ $OPRX - $62.11
21/ $RBLX - $103.16
22/ $SI - $148.20
23/ $SOFI - $15.81
24/ $U - $142.99
25/ $UPST - $151.30

&

26/ $ZI - $64.20
26/ As always, I screen for stocks every week throughout the year so candidates can change over time so I won’t restrict myself to the 20 names on this list.

Some of the names on this watch list will work out and some may not work out in 2022.
27/ Growth stocks that I own as of 1/1/2022:

$APPS $COIN $DDOG $GENI $GLBE $MQ $PLTR $ROKU $SE $SQ $TDOC $ZM
28/ IRA Stocks that I own as of 1/1/2022:

$AAPL $AMZN $ARKG $COST $CVS $DIS $FB $GOOGL $HD $JNJ $JPM $MSFT $NFLX $PG $SBUX $T $TDOC $TGT $V $VZ $WMT
29/ Crypto that I own as of 1/1/2022:
#Bitcoin $BTC
#Ethereum $ETH
#Solana $SOL
#Cardano $ADA
30/ The plan for the growth portfolio in 2022 is to hold and/or rotate the holdings into my strongest conviction stocks = best opportunities.

Enjoy and best of success in 2020!

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Chris Perruna

Chris Perruna Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @cperruna

Jun 21
🧵 When to Sell A Stock

"When it comes to specific stock selling, the answer is in one simple/complex word: failure.

Identifying when to sell a stock requires failure.

A stock should not be sold until it does something wrong, or fails to do something expected.

Slides from my 2023 presentation on When to Sell (the YouTube video presentation is posted at the end of this thread):Image
1. Agenda of the Presentation When to Sell: Image
2. Introduction of When to Sell Image
Read 12 tweets
Jan 4
🧵PayPal $PYPL $58.64

Will it go higher in 2024?
-80% off highs
+67% from IPO in 2015
+740% at peak in 2021

Thread showing the 10-year history of:
- Price
- Revenue
- Net Income
- EPS
- Cash
- Free Cash Flow
- Long Term Debt
- Return on Equity
- Profit Margin
- EBIT Image
2/ $PYPL revenue Image
3/ $PYPL net income Image
Read 10 tweets
Sep 24, 2023
🧵10 Stocks with Strong Fundamentals

These 10 stocks all have positive:
- Net Income
- EBIT
- EPS
- Free Cash Flow
- ROE

Listed from highest EPS to Lowest

$SMCI
$NOW
$ANET
$ON
$ELF
$ALGM
$ARRY
$DLO
$TTD
$ADYEY

But let’s take a look at the technicals - some analysis in thread: Image
$SMCI - $235.75

The stock is pulling back the past seven weeks, now below the 10wk/50d but still above the 40k/200d.

A base at or near the 200d ma would be appealing for a possible add. Image
$NOW - $554.09

The stock has pulled back the past two weeks and is back in the sideways range that started in June.

ServiceNow has been a long term winner with opportunities to add at or near the 40wk/200d ma. Image
Read 11 tweets
Jun 5, 2023
🧵When to Sell

A breakdown of the slides:

- Stage Analysis
- Market Breadth
- Market Cycle
- Fundamentals

Video (CP starts at 1 hour and 34 minute mark): youtube.com/live/RAO9qls_Z…

Via @TraderLion_ & @RichardMoglen
Image
Image
Read 13 tweets
Feb 12, 2023
🧵 Stock Screens that I use Weekly

1. Quality Stocks that are trading within 15% of 52-week Highs

2. Quality Stocks making New 52-week Highs

3. Institutional Sponsorship Increasing

4. Quality Stocks with a new IPO’s within the past two Years
1. Quality Stocks that are trading within 15% of 52-week Highs
2. Quality Stocks making New 52-week Highs
Read 7 tweets
Jan 22, 2023
America's young have an epidemic, not a pandemic.
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(