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Great managers often make their best trades when the market hits an air pocket. Two weeks ago, Wayne Himelsein, one of my managers, told us he sold AMD. Last week he invested the proceeds in Take-Two Interactive. Even in the midst of a turbulent market, this trade is starting out brilliantly.

Ken Kam: Wayne, AMD is down almost 17% since you sold it. Take-Two is down about 1% since you bought it. There is no question that sellin...

Last week, Wayne Himelsein, one of my managers, told us he sold AMD (in which he nearly doubled his money), to buy Align Technology, Broadridge Financial, Illumina, or Take-Two Interactive. AMD fell 13%, so selling was a good call. Now after completing his research, Wayne says Take-Two is the one to buy.

Ken Kam: All four stocks you said you were evaluating to buy were down this week. AMD did worse than any of them, so it was i...

Last month, Wayne Himelsein, one of my managers, told us why AMD was a better investment when he bought it at $16 in June than it was at $10 in April. Boy was he right. The stock has nearly doubled since he bought it. With AMD now over $30, is it still a buy?

Ken Kam: When a stock doubles quickly, many shareholders feel like they won the lottery, but they also fear that the stock could just as quickly come back down.

Wayne Himel...

To great fanfare, Amazon’s value surpassed $1 trillion on September 4. Since then, Amazon’s market cap has come back to $934 billion, a loss of more than 6%. Eventhough it is still way up from its 52 week low, we are debating whether this a big enough dip to buy the stock. Just as the best poker players win by reading other player’s “tells,” Wayne Himelsein, one of my managers, evaluates the market’s “tells” to determine when...

Since Agilent has been flat this year, it is natural to assume that nothing of interest to investors is happening here. But Wayne Himelsein, one of my managers, doesn’t agree. Wayne has been calling short-term price movements more accurately than anyone else for the past 17 years. Just as the best poker players win by reading other player’s “tells,” Wayne evaluates the market’s “tells” to determine when to be aggressive and wh...

Nvidia has gone from $30 to $272 in less than three years. It is natural to feel that it's too late to get on board. But as Wayne Himelsein, one of my managers, has said, “the best investments are the ones the rise quickly after you make the purchase even if you didn’t buy at the low.” Just as the best poker players win by reading other player’s “tells,” Wayne evaluates the market’s “tells” to determine when to be aggressive a...

NRG Energy is an integrated power company headquartered in Princeton, New Jersey. Wayne Himelsein, one of my managers, has been calling short-term price movements more accurately than anyone else for the past 17 years. Just as the best poker players win by reading other player’s “tells,” Wayne evaluates the market’s “tells” to determine when to be aggressive and when to hang back. He says it's time to buy NRG....

Last week on Friday, one of my best managers, Wayne Himelsein, explained why he passed on AMD at $10 back in April, but was happy to buy it at $16 in June. Since then, AMD jumped 23% in just five trading days proving Wayne’s point that the best investments are the ones the rise quickly after you make the purchase even if you didn’t buy at the low. Just as the best poker players win by reading other player’s “tells,”  Wayne eva...

Advanced Micro Devices closed just under $10 at the end of November, 2007. This was the high-water mark for the next 9 years. In 2017, AMD finally broke through $10 to trade as high as $13 before falling back under $10 in April 2018. On the next upswing, many quants, momentum investors, and swing traders sold when the stock ran up to $13 expecting that it would quickly fall back to $10 again. But one of my best managers, Wayne...

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