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Stock Thread (37 Viewers)

Energy stocks carrying me today, or at least balancing out the SE ballast - OKE (you beautiful, compounding *******), XOM, MRO, PEO, OXY (+7%!) all doing well.

 
From my industry blog.  Telehealth was so overhyped….

Fast Company says “the telehealth bubble has burst” as pandemic lockdowns have ended, proving wrong the technology experts who declared that most healthcare services will be delivered online. Soaring telehealth company share prices have crashed hard — Teladoc Health shares have tanked 70% in less than a year, Amwell is down 86%, and Hims has shed 75%. Telehealth companies are trying to figure out how to pivot, with behavioral health being the only service that has earned a permanent spot. Key issues are payments by CMS and insurers; the possible incorporation of telehealth into other areas such as retail clinics; and the possible future of individual tools and services being rolled up into an Amazon-like patient experience.

 
cosjobs said:
Bought VUZI last week and it went down 10% first two days. I did not want a free ride violation so I held another day. Its up 42% from purchase price now. I know nothing about it, except one of the CNBC ponytail guys said it was good buy last week.
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It is way less now than you paid then and they recently announced they have Smart Glasses and a deal with Verizon. ROCHESTER, N.Y., Dec. 27, 2021 /PRNewswire/ -- Vuzix® Corporation (NASDAQ: VUZI), ("Vuzix" or, the "Company"), a leading supplier of Smart Glasses and Augmented Reality (AR) technology and products, today announced that the Company has entered into an agreement with Verizon to leverage the power of Verizon's 5G and edge computing technologies to deliver a first-of-its-kind augmented reality experience for sports and gaming.  https://www.prnewswire.com/news-releases/vuzix-announces-agreement-with-verizon-to-deliver-augmented-reality-with-5g-and-mobile-edge-compute-301450907.html

Up 5% today

 
For you uranium honks - the riots in Kazakhstan are significant for uranium.  Hearing reports that the president has fled the country.  Rioting all over the country, which is the world's leader in uranium production.  Now, the rioting is mostly contained in the cities and the production is wayyyyyyyyyyyyyyyyyyyyyy out in the boonies, so production will be fine.  HOWEVER, they have to transport material through the cities via train/truck and that's a problem.  As a result, spot price has jumped from $42/Lb to above $45/Lb and we're also hearing that Sprott Physical Trust has raised additional cash today, now sits on $100mm cash and intends to buy more physical.

Hold on to your UUUU and other U related stocks.  

 
General Malaise said:
For you uranium honks - the riots in Kazakhstan are significant for uranium.  Hearing reports that the president has fled the country.  Rioting all over the country, which is the world's leader in uranium production.  Now, the rioting is mostly contained in the cities and the production is wayyyyyyyyyyyyyyyyyyyyyy out in the boonies, so production will be fine.  HOWEVER, they have to transport material through the cities via train/truck and that's a problem.  As a result, spot price has jumped from $42/Lb to above $45/Lb and we're also hearing that Sprott Physical Trust has raised additional cash today, now sits on $100mm cash and intends to buy more physical.

Hold on to your UUUU and other U related stocks.  
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What are your thoughts on this as an entry point?

 
General Malaise said:
For you uranium honks - the riots in Kazakhstan are significant for uranium.  Hearing reports that the president has fled the country.  Rioting all over the country, which is the world's leader in uranium production.  Now, the rioting is mostly contained in the cities and the production is wayyyyyyyyyyyyyyyyyyyyyy out in the boonies, so production will be fine.  HOWEVER, they have to transport material through the cities via train/truck and that's a problem.  As a result, spot price has jumped from $42/Lb to above $45/Lb and we're also hearing that Sprott Physical Trust has raised additional cash today, now sits on $100mm cash and intends to buy more physical.

Hold on to your UUUU and other U related stocks.  
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So that's why CCJ is up 18% in the last couple of days??  Sounds like some more room to run as well?

 
Nick Vermeil said:
What are your thoughts on this as an entry point?
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I would maybe dip my toe in the water if you want to put some uranium on AND you believe it's a sustainable commodity play and not just a fad. The fact that Sprott Physical Trust is just gobbling up physical is pretty interesting.  In fact, I'd recommend their stock SRUUF if you are looking at adding this to your portfolio.  It's the closest thing we have to an ETF but at times can trade at a discount to NAV and at times a premium.  When a discount, add, when a premium, maybe trim.  Or just hold and see where this movie takes us.....that's my plan.

 
stbugs said:
Well damn, getting my IRA butt whooped today. Today’s prices don’t matter but it’s never fun, especially on some stocks that have been tearing up revenue/earnings.
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Well damn, IRA getting smacked again. Glad I didn’t make any more buys yet but some nice prices, just going to wait a little. Not sure what I want to add the most.

 
stbugs said:
Well damn, IRA getting smacked again. Glad I didn’t make any more buys yet but some nice prices, just going to wait a little. Not sure what I want to add the most.
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I'm waiting for the @Todembat signal.  I'm just accumulating cash despite all logic and reason saying I should be DCAing IN.

These 1% swings are boring.  Hoping nostratodemas is right and we see a true correction or at least a half a correction sometime between now and March. Followed by a moonshot. 

 
tonydead said:
I'm waiting for the @Todembat signal.  I'm just accumulating cash despite all logic and reason saying I should be DCAing IN.

These 1% swings are boring.  Hoping nostratodemas is right and we see a true correction or at least a half a correction sometime between now and March. Followed by a moonshot. 
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I am going to post my master list today. 

20-25% cash is our position currently. What I try to do is buy (DCA) into individual positions. Sometimes they correct ahead of a major correction. It is about where you feel the Fair Market value of a stock is and does the current price represent a value.

i fully expect a moment when we have some real bloodshed broadly but I also am very bullish for year end and expect anywhere from a 6-8% return for the year overall. 
 

We are just going to go through a recalibration of monetary policy. And markets will no doubt have that moment when they all react in unison.

 
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You all need more banks and oil in your life.  I'm still up 5% on the year (3 days) thanks to BNKU and NRGU.  I know my down day is coming so I plan on trimming more.  

 
beef said:
You all need more banks and oil in your life.  I'm still up 5% on the year (3 days) thanks to BNKU and NRGU.  I know my down day is coming so I plan on trimming more.  
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That is why a diversified portfolio is critical.

 
Todem said:
20-25% cash is our position currently. What I try to do is buy (DCA) into individual positions. Sometimes they correct ahead of a major correction. It is about where you feel the Fair Market value of a stock is and does the current price represent a value.
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When they correct ahead of a major correction do you find that they typically hold up better during the actual market correction than stuff that hasn't?

I ask because a lot of tech/growth stuff has already gone through a major correction ahead of this market wide correction you're predicting.  CRM already corrected 30%, SHOP 30% as well, SE 50%, SQ 50%, PYPL 40%.  Stuff like that.

 
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So I'm kicking myself for not selling MTTRW in December because it was in my taxable account, but I'm also kind of thankful for the warrants being called and deciding to sell them all (Monday AF and Tuesday AM).  I did buy some MTTR yesterday and more today, but only about a half position.  This one really turned violent quick.   

 
ghostguy123 said:
I will be awaiting the bat signal Todem (and others).  

All cash in my Roth the moment.  Not a huge amount of money but enough to make it worth while.
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GreenNGold said:
You should buy now, there is a good chance this is the cheapest stocks will ever be in your life. 
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tonydead said:
I'm waiting for the @Todembat signal.  I'm just accumulating cash despite all logic and reason saying I should be DCAing IN.

These 1% swings are boring.  Hoping nostratodemas is right and we see a true correction or at least a half a correction sometime between now and March. Followed by a moonshot. 
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The above was posted on Dec 1st-2nd.  Anyone waiting for a "totem bat signal" has already missed out on about 4% gains over just a single month.  That is not a knock on Todem as I enjoy his posts and agree he brings a lot of value to this thread, but everyone just holding cash instead of being invested is a mistake for most of you, as there is never a clear bat signal. 

The answer is buy and hold now, invest in something like the S&P 500 if you don't have an individual stock you prefer instead of holding cash (almost everyone is better off doing this even if they think they like other stocks better). 

I'll repeat:  You should buy now, there is a good chance this is the cheapest stocks will ever be in your life. 

 
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beef said:
So I'm kicking myself for not selling MTTRW in December because it was in my taxable account, but I'm also kind of thankful for the warrants being called and deciding to sell them all (Monday AF and Tuesday AM).  I did buy some MTTR yesterday and more today, but only about a half position.  This one really turned violent quick.   
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Taxes have murdered me.  There is SO much stuff I would have sold off last year but I didn't want a giant tax bill this year.  There has to be a better way.  It's so dumb that we get punished and end up with less investable money when we want to move positions into something safer.

 
Heads up - Kazakhstan is the 2nd largest Bitcoin miner in the world (18% global market).  The internet has been turned off there, so.....guessing hard to mine these coins without the internet but I don't really know how this or anything works.

 
After this week’s drubbing, I was at least able to find comfort that I never bought into HGEN. Didn’t that going to $3.

Meme stocks looking solid too. CYDY below $1. RIVN below its IPO. Freaking bloodbath.

 
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