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Stock Thread (68 Viewers)

It’s great we have choices…..I just hope all the choices we have survive long term.

Netflix
Disney/HULU
MAX
Prime
Apple TV
Paramount
Peacock


and more.

Tubi, Pluto, Plex I think the free stuff is also great.

This is truly the new golden age of television with tons of content to please everybody.
 
Thx to whomever if was a few pages back who noted the VZ dividend. I dipped in at COB on 1/8, bought 5000 shares, and just sold today at .35 cents or so over purchase price. Should get a nice dividend check in early Feb. Easy $!

Honest question - can you help me understand the strategy here, I struggle with the dividend "farming" idea.

I worked up a quick spreadsheet, and based on closing price on 1/8 of VZ and your statement that you sold for $.35 over, I calculated you made approx $5090. If you had put the same money in the S&P on the close on 1/8 and sold at the close today, you would have made $5,600, so an extra $510. And in my understanding in both cases it's all ordinary income as your dividends aren't qualified and the gains are short term.

Neither one is guaranteed, of course. VZ had to overcome the $.6775 drop in share price at ex-d date, which in this case it did. But if the market was going down, both it and the SPY would have likely gone down, even if by different percentage amounts.

It just seems there's this idea that there is a "free lunch" with this strategy but I keep hearing there isn't, and I'm trying to wrap my head around it.
 
It’s great we have choices…..I just hope all the choices we have survive long term.

Netflix
Disney/HULU
MAX
Prime
Apple TV
Paramount
Peacock


and more.

Tubi, Pluto, Plex I think the free stuff is also great.

This is truly the new golden age of television with tons of content to please everybody.
I'm sure we are due for some consolidation in this space. WBD has so many poorly managed media properties.
 
It’s great we have choices…..I just hope all the choices we have survive long term.

Netflix
Disney/HULU
MAX
Prime
Apple TV
Paramount
Peacock


and more.

Tubi, Pluto, Plex I think the free stuff is also great.

This is truly the new golden age of television with tons of content to please everybody.
I'm sure we are due for some consolidation in this space. WBD has so many poorly managed media properties.
I am sure that’s coming. I just hope it does not become the big 3. Or something to that nature or we are screwed with future pricing.

Pricing has already accelerated a lot these last few years as the competition to hoard content keeps ramping up.

And what’s the future of movie studios with heavyweights like Netflix and Amazon doing massive budget movies and that trend is growing. Apple and Disney are also in that arena big time.

It will be interesting to see how this all evolves over the next decade.
 
Nice day for DE.

$500 is the 12-18 month price target.
Took a little longer but we are almost there folks.
Been holding DE forever. I see no reason to stop holding. This one will probably be in my will for my kids.
Fantastic company. I have owned this since it was in the 80’s price range back in 2013.
Any concerns on the recent FTC lawsuit? Or just assuming it will go away now?
 
Love Union Pacific UNP. Released positive earning report this morning and stock up over 5%. Another positive is the dividend return. Have had this stock over 10 yrs and always reinvested the quarterly dividends.
Getting to that retirement age and would like to add more dividend stocks for that added passive income, any suggestions.
Any thoughts on Archer aviation ACHR & Joby JOBY? Just have this feeling on the whole air taxi/commute thing might take off or flash in the pan.
 
Love Union Pacific UNP. Released positive earning report this morning and stock up over 5%. Another positive is the dividend return. Have had this stock over 10 yrs and always reinvested the quarterly dividends.
Getting to that retirement age and would like to add more dividend stocks for that added passive income, any suggestions.
Any thoughts on Archer aviation ACHR & Joby JOBY? Just have this feeling on the whole air taxi/commute thing might take off or flash in the pan.

My dad is a big believer in UNP. Very solid.

I'll put in a plug for Alphamin Resources - tin company that is a penny stock, but throws off a 10.62% yield. Highest tin grade in the world and potential takeover target soon, but if you like income and want to diversify a little, you can do a lot worse than this one.
 
Nice day for DE.

$500 is the 12-18 month price target.
Took a little longer but we are almost there folks.
Been holding DE forever. I see no reason to stop holding. This one will probably be in my will for my kids.
Fantastic company. I have owned this since it was in the 80’s price range back in 2013.
Any concerns on the recent FTC lawsuit? Or just assuming it will go away now?
No long term concerns at all.
 
Thx to whomever if was a few pages back who noted the VZ dividend. I dipped in at COB on 1/8, bought 5000 shares, and just sold today at .35 cents or so over purchase price. Should get a nice dividend check in early Feb. Easy $!

Honest question - can you help me understand the strategy here, I struggle with the dividend "farming" idea.

I worked up a quick spreadsheet, and based on closing price on 1/8 of VZ and your statement that you sold for $.35 over, I calculated you made approx $5090. If you had put the same money in the S&P on the close on 1/8 and sold at the close today, you would have made $5,600, so an extra $510. And in my understanding in both cases it's all ordinary income as your dividends aren't qualified and the gains are short term.

Neither one is guaranteed, of course. VZ had to overcome the $.6775 drop in share price at ex-d date, which in this case it did. But if the market was going down, both it and the SPY would have likely gone down, even if by different percentage amounts.

It just seems there's this idea that there is a "free lunch" with this strategy but I keep hearing there isn't, and I'm trying to wrap my head around it.
I don’t disagree with any of this analysis. This is the first time I’ve ever dividend farmed so I can’t speak to it as a long time strategy.

I’ll add that I’m normally more of a passive investor who just rides way overweight blue chip tech. I have some cash currently because I’ve lowered my Apple holdings over the past couple months. I’ll probably just roll back into AAPL soon if it continues to leg down.
 
Thx to whomever if was a few pages back who noted the VZ dividend. I dipped in at COB on 1/8, bought 5000 shares, and just sold today at .35 cents or so over purchase price. Should get a nice dividend check in early Feb. Easy $!

Honest question - can you help me understand the strategy here, I struggle with the dividend "farming" idea.

I worked up a quick spreadsheet, and based on closing price on 1/8 of VZ and your statement that you sold for $.35 over, I calculated you made approx $5090. If you had put the same money in the S&P on the close on 1/8 and sold at the close today, you would have made $5,600, so an extra $510. And in my understanding in both cases it's all ordinary income as your dividends aren't qualified and the gains are short term.

Neither one is guaranteed, of course. VZ had to overcome the $.6775 drop in share price at ex-d date, which in this case it did. But if the market was going down, both it and the SPY would have likely gone down, even if by different percentage amounts.

It just seems there's this idea that there is a "free lunch" with this strategy but I keep hearing there isn't, and I'm trying to wrap my head around it.
I don’t disagree with any of this analysis. This is the first time I’ve ever dividend farmed so I can’t speak to it as a long time strategy.

I’ll add that I’m normally more of a passive investor who just rides way overweight blue chip tech. I have some cash currently because I’ve lowered my Apple holdings over the past couple months. I’ll probably just roll back into AAPL soon if it continues to leg down.
Chasing dividends is generally a neutral endeavor, not overly productive or damaging. Buying VZ to get the dividend is fine but the price per share will drop on that date so that it is a wash. One can track how long it typically takes these names to return to their pre-dividend levels. And maybe they do bounce back more quickly than the rest of the market since new buyers may see it as being on sale. But as the prior poster mentioned, the entire market rose, too. It's all a wash.

One caveat centers on taxes. Dividends are taxed differently than realized capital gains so that could be a net positive for the dividend-chasers. But aside from that, it's not as though one is gaming the system and getting free money by buying a name just before it goes ex-dividend.
 
One caveat centers on taxes. Dividends are taxed differently than realized capital gains so that could be a net positive for the dividend-chasers. But aside from that, it's not as though one is gaming the system and getting free money by buying a name just before it goes ex-dividend.

Appreciate your perspective, thanks. On this note though, my understanding is that they're only taxed differently if the dividends are qualified. There is a holding period as part of that requirement: "A dividend is considered qualified if the shareholder has held a stock for more than 60 days in the 121-day period that began 60 days before the ex-dividend date."

If not qualified, it's taxed as ordinary income just like a short-term gain is.
 
For anyone that likes to gamble a little with some play money, WW is back down to levels where it is likely due for another pop and run. Look at this chart, of course the overall trend is down, but it always crashes, spikes, crashes, spikes, etc. I just bought some Jan 2026 calls, better way to try to get easy profit without too big an investment. The company could do great with their new GLP portfolio or face plant, but this stock has the advantage of being a quasi meme stock that at times moves on air. I think it's heavily shorted so the boomerang effect is real.
 
For anyone that likes to gamble a little with some play money, WW is back down to levels where it is likely due for another pop and run. Look at this chart, of course the overall trend is down, but it always crashes, spikes, crashes, spikes, etc. I just bought some Jan 2026 calls, better way to try to get easy profit without too big an investment. The company could do great with their new GLP portfolio or face plant, but this stock has the advantage of being a quasi meme stock that at times moves on air. I think it's heavily shorted so the boomerang effect is real.
That's so funny, Weight Watcher's stock goes up and down like a yoyo. Apropos. But, sadly I guess, mostly down.
 
TDOC paid $18.5 billion for Livingo. TDOC’s market cap today is $16.5 billion.
TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $4.66 billion. (I just get randomly morbidly curious about this every so often.)
Figured I'd look again.

TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $3.39 billion.
Another update? Sure. TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $1.75 billion.
 
TDOC paid $18.5 billion for Livingo. TDOC’s market cap today is $16.5 billion.
TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $4.66 billion. (I just get randomly morbidly curious about this every so often.)
Figured I'd look again.

TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $3.39 billion.
Another update? Sure. TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $1.75 billion.
:tfp:
 
TDOC paid $18.5 billion for Livingo. TDOC’s market cap today is $16.5 billion.
TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $4.66 billion. (I just get randomly morbidly curious about this every so often.)
Figured I'd look again.

TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $3.39 billion.
Another update? Sure. TDOC paid $18.5 billion for Livongo. TDOC’s market cap today is $1.75 billion.
I should have dumped it when they announced the purchase. I had a bunch of stocks get acquired that summer/fall. I bought Livongo not much before and it doubled by purchase. I don’t think I made money in the end but damn didn’t realize it’s all the way down to $10.
 
PLTR man. Bought in Jan of 23. Up 1,081% since, lol.
damn...i held for so long that I finally sold when I made a little bit of many back.

:wall:
Have sold a little less than half what I bought at three different times. Have made just over 5 times my initial investment. Best I've probably done investing, at least in a long time.

Of course, at this point still having all that I bought would be better. But it's a risky investment so taking some off the table made sense.
 
For anyone that likes to gamble a little with some play money, WW is back down to levels where it is likely due for another pop and run. Look at this chart, of course the overall trend is down, but it always crashes, spikes, crashes, spikes, etc. I just bought some Jan 2026 calls, better way to try to get easy profit without too big an investment. The company could do great with their new GLP portfolio or face plant, but this stock has the advantage of being a quasi meme stock that at times moves on air. I think it's heavily shorted so the boomerang effect is real.


Oh man, that thing has taken a beating! I played it for a bit back when Ozempic was making a bunch of noise, but I didn't like the way the stock acted and bailed. Had no idea it was down to a buck and change.
 
This last page is fun. I still have the CEG/PLTR I acquired in the 21/22 range. But I also still have some TDOC out there. Sometimes you eat the bear and sometimes the bear eats you.
 
From a newsletter I read:

Historically, a positive January has been a bullish sign for stocks. The chart below highlights that the popular Wall Street maxim has stood the test of time. Since 1950, the S&P 500 has posted an average annual return of 16.8% during years that included a positive January. Furthermore, the index generated positive returns in 89% of these years. In contrast, when the index traded lower in January, annual returns dropped to -1.7%, with only 50% of occurrences yielding positive results.
 
Twitter thread from a fintwit guy with a Deepseek 101: https://x.com/morganb/status/1883686162709295541?s=46

I’m definitely not an expert but seems like a good summary of why the blood in the streets. The question I have (and others did in the comments) is what happens when the big boys with deep pockets apply these innovations to their own stuff. One answer is capex could be reduced or redirected to lower cost items. Seems like a bad thing for NVDA and data center types but maybe good for those who use AI to drive efficiency? For example, GOOGL and AMZN aren’t getting clobbered like NVDA and ANET right now (still down.) AMD also not down as much - maybe they’re more of a player if companies realize they don’t need to pay filet mignon prices?

Of course, this could all be nonsense and noise. It’s interesting, though.
 
Twitter thread from a fintwit guy with a Deepseek 101: https://x.com/morganb/status/1883686162709295541?s=46

I’m definitely not an expert but seems like a good summary of why the blood in the streets. The question I have (and others did in the comments) is what happens when the big boys with deep pockets apply these innovations to their own stuff. One answer is capex could be reduced or redirected to lower cost items. Seems like a bad thing for NVDA and data center types but maybe good for those who use AI to drive efficiency? For example, GOOGL and AMZN aren’t getting clobbered like NVDA and ANET right now (still down.) AMD also not down as much - maybe they’re more of a player if companies realize they don’t need to pay filet mignon prices?

Of course, this could all be nonsense and noise. It’s interesting, though.
Yea idk. I’ve always read nvda is the clear leader here and nobody is even in the same universe as them and then this morning china all of a sudden has a very real competitor out of nowhere? Weird.
 
Twitter thread from a fintwit guy with a Deepseek 101: https://x.com/morganb/status/1883686162709295541?s=46

I’m definitely not an expert but seems like a good summary of why the blood in the streets. The question I have (and others did in the comments) is what happens when the big boys with deep pockets apply these innovations to their own stuff. One answer is capex could be reduced or redirected to lower cost items. Seems like a bad thing for NVDA and data center types but maybe good for those who use AI to drive efficiency? For example, GOOGL and AMZN aren’t getting clobbered like NVDA and ANET right now (still down.) AMD also not down as much - maybe they’re more of a player if companies realize they don’t need to pay filet mignon prices?

Of course, this could all be nonsense and noise. It’s interesting, though.
Yea idk. I’ve always read nvda is the clear leader here and nobody is even in the same universe as them and then this morning china all of a sudden has a very real competitor out of nowhere? Weird.
It's not an NVDA competitor. Those guys figured out his to get the same graphics from a 2070 that everyone thought it took a 5070, essentially.
 

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