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Stock Thread (22 Viewers)
- Thread starter St. Louis Bob
- Start date
Desert_Power
Footballguy
Desert_Power
Footballguy
I did finally buy some UPST today after bad mouthing it for about a year. 50% drop incoming probably.
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2Squirrels1Nut
Footballguy
Russia shelling that nuke plant would have scared me far away from uranium investments. You guys are tougher than I.
No. But I haven't seen in the the political forum so he's not "having a nice season" at the moment.
identikit
Footballguy
Capella
Footballguy
Chaz McNulty
Footballguy
Gopher State
Footballguy
SE down almost 5 percent today. The love is gone for this stock.
A lot of really good companies going down in tandem. DOCU actually looks good now. While growth has slowed, still planned for 20% and it’s gotten knocked so far down that the P/S is single digits now.
I look at DDOG as getting close to when I suggested to buy some like a year ago. Unlike DOCU, it’s been firing on all cylinders post pandemic. Wish I had a lot more cash right now. Lots Id like to buy where they’ve been beat down with stocks like DOCU that have struggled a bit.
General Malaise
Footballguy
I don't even know the best way to play cobalt anymore. Ugh. But the metal itself is trending higher - $38/LB today. Was $25 a year ago today and $17/LB two years ago, so SOMEBODY is going to benefit from higher Co prices, just not sure who anymore. All the mining companies with leverage to higher cobalt prices have just languished and are still steaming piles of excrement.
2Squirrels1Nut
Footballguy
Bought 1 April 14 SPXL $110 call for $3.65.
Freak Show
Footballguy
Judge Smails
Footballguy
TDOC continues to get pummeled. From $299 to $55. Market cap down to $8B, or half of what they paid for Livongo alone. Dumpster fire
beef
Footballguy
So those that made the most from the LVGO buyout, could possibly use those funds to buy significant voting control of TDOC now? Probably part of the TDOC board or Executive team so doesn't matter.
PhillipPhoto
Footballguy
Just fizzled out like an old man's fart there at the end of the day.
bulldog_guy
Footballguy
Gopher State
Footballguy
2Squirrels1Nut
Footballguy
In the opinion of Steve Liesman, the Russian sanctions don't go away unless Putin is removed.
stinkzmagee
Footballguy
I bought more today. Revenue growing like crazy, even as we moved away from Covid more in 2022 and approaching profitability. There were fears of Amazon entering the market and killing them but the recent partnership putting TDOC on Alexa seems to put that to bed for the time being. It’s getting crushed with most of growth and anything Cathie Wood related, I mean hell there are entire funds to short ARK because the sentiment is so bad. But that will pass, eventually, I think. Won’t be shocked to see $40s at this point and those will be my last buys and I’ll wait from there:
Judge Smails
Footballguy
All of the Livongo execs have moved on to start other companies. Tullman with Transcarent. Shapiro doing venture capital. Zane Burke is CEO of another company. TDOC is in their rear view I think but you never know
cosjobs
Footballguy
@Mayhem4Markets
FT: Big investors to shift billions from bonds into stock markets Equity inflows could reach $230bn in the coming weeks as funds rebalance their portfolios, says JPMorgan
That should maintain or raise market prices, despite all the reasons for it to continue downward.
FT: Big investors to shift billions from bonds into stock markets Equity inflows could reach $230bn in the coming weeks as funds rebalance their portfolios, says JPMorgan
That should maintain or raise market prices, despite all the reasons for it to continue downward.
Dear lord man, we know you must compete with them but your fascination with them is annoying as heck. I still have a little TDOC and yes, I know it’s down. Don’t need the constant reminder.
cosjobs
Footballguy
Maybe don't take it personally. That's pretty major developments for a key market component.
I don’t. It’s a small holding. He posts the same thing every few weeks with almost exact same verbiage every time. If it offered anything valuable like some insight, cool, but it’s annoying to me. I’ve got a really good memory and I don’t recall him ever posted about another company and he mentioned way back when that he was in that field. Oh well, I’m good with my post, no need to worry.
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cosjobs
Footballguy
I can understand how it would stick in your craw. And I like you quite a bit here. But I also like hearing about DOCU troubles, as I am looking for an entry point.
I concur on DOCU. I think it’s a good entry point now for long term but it may trend lower. Again, we know all growth stocks have been hit a lot and we’ve talked about DOCU a lot here. I don’t own it and thought it was well overpriced based on the growth versus P/S ratio, but I don’t recall anyone in here working for a consulting firm that specializes in hand signing in person trashing DOCU. As bad as the search function is on this site, I pulled up 4 or 5 posts with the same thing. You and I are objective so we just want to know how low it can go, if the fundamentals still look good and if it’s gone too far down.
Heck TDOC is interesting because it’s P/S is now 4 and the expected growth the next two years is about mid 20s. They were almost profitable last quarter and you can see that each quarter of 2021 was better than the next. Objectively, they both look similar except that DOCU is a bit more expensive and more profitable.
cosjobs
Footballguy
Also, once you take advantage of a service like Docusign rather than spending the day at the Title Company, it will be hard to go back, pandemic or not.
Agree completely. While some things accelerated during the pandemic doesn’t mean they will go away. Most were doing really well before the pandemic as well. You are seeing tough year over year comparisons and it is making for some stocks to be at very attractive prices now.
2Squirrels1Nut
Footballguy
No way there is a fed surprise high. It seems as if the market is acting as if there may be by reflex. Actually, by computers. Because of this there should be a bump higher after it is confirmed.
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kevzilla
Footballguy
If this doesn't involve Chairman Powell getting caught with a one-hitter in the executive washroom, I don't even want to know
2Squirrels1Nut
Footballguy
Harry Frogfish
Footballguy
beef
Footballguy
Traveling right now so easier to just post this that highlights a lot of positives.
Motley Fool article
Maybe my favorite 10-20 year down the road stock. Fintech that seems to really be finding it's niche in the industry. Focussing hard on that younger millennial/Gen Z group as a one stop, for all your financial needs, shop.
I've owned it since the space days, mostly trading. Now I'm buying and holding. I'll still trade it and take profits when I turn green. Buys today we're to DCA and build a bigger position.
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Gopher State
Footballguy
52 week low today, don’t know what’s up with it.beef said:
My main worry is there are so many crypto exchanges and it sure doesn’t seem hard for Robinhood, PayPal and Square/Block to add support, so do they have any type of a moat? If Fidelity and other brokers add crypto, why would I use COIN? Maybe it’s the way that their revenue jumps/falls so much QoQ.
FreeBaGeL
Footballguy
There's a lot more to crypto than just buying and holding bitcoin or large coins which is all that Robinhood/Paypal/Block support. On none of those do you actually own the coins and are able to use/spend them, so if you think crypto sticks around in earnest going forward they're almost in an entirely different class.
But yes, even amongst actual real exchanges it's fair to note they probably don't have a lot beyond brand recognition. Though we could say the same for Airbnb, etc.
fruity pebbles
Footballguy
Yikes. Tech getting slammed once again.
Gopher State
Footballguy
Netflix new 52 week low, seems just like yesterday this stock was 700.00, now 330ish. I wonder how these type of stocks will do with an aggressive fed.
beef
Footballguy
I'm assuming the same reasons as most disruptor growth stocks that are at or near 52 week lows. Fears and running to safety. SoFi has it's fair share of shorters too and it will stay volatile even when we're out of these high volatility times. Beat on earnings, has their banking license from the feds and continue to grow. $8/sh, Market cap under $8B, just seems like like great value to me.
David Dodds
Administrator
Gamestop hits it's 52-week low today. Of course I am adding to the pile. Ferrari's or Foodstamps for me.
2Squirrels1Nut
Footballguy
Bought these back for a $200 profit then sold the 8/18/22 calls at $180 for $3.70 a share to bring in $740.
