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Stock Thread (11 Viewers)
- Thread starter St. Louis Bob
- Start date
FreeBaGeL
Footballguy
Lame AF as a whatsapp user.
Capella
Footballguy
Percentage wise my biggest hit ever. +284%
BassNBrew
Footballguy
The PE is very fair IMO. I could easily make an argument for a 30 PE with double digit growth on the horizon. The analyst future earnings estimates are too low IMO.
BassNBrew
Footballguy
Moves for the day....
Trimmed PLTR as discussed.
Trimmed some SMCI to lock in gains.
Sold the Aduro purchased yesterday for a 14% gain.
Added ORRCF, Draganfly, Joby as speculative plays.
Added Adobe as a long term hold.
Added Honest as a long term hold.
Considering another share of LULU
Considering adding to the UWMC boat anchor.
Trimmed PLTR as discussed.
Trimmed some SMCI to lock in gains.
Sold the Aduro purchased yesterday for a 14% gain.
Added ORRCF, Draganfly, Joby as speculative plays.
Added Adobe as a long term hold.
Added Honest as a long term hold.
Considering another share of LULU
Considering adding to the UWMC boat anchor.
JB Breakfast Club
Footballguy
SYM is cooking
Desert_Power
Footballguy
What’s the use case for WhatsApp anyways? Not sure the appeal of a provatr messaging app owned by a company that clearly doesn’t value privacy.
General Malaise
Footballguy
It's a voice that really doesn't fit the face. First time I saw him I was like - that's the guy with that sweeet voice?
Tell you another guy that could read books to me until I fell asleep - Scottie Pippen. Man, what pipes.
General Malaise
Footballguy
Market's closed tomorrow for Juneteenth, don't forget.
Forget? I've already started drinking for we have off tamarraw!
identikit
Footballguy
BassNBrew
Footballguy
I mentioned it a week or so ago. I took a starter position at $11.45 based on technicals. Technicals don't do much good when the company dilutes at $10 a share. Doubled down at $9.95. I'm done there, the financials aren't good. They've never made money and that's not expected to change next year. I'm only taking a stab because it feels similar to MP. You would be much better off dumping the money in Honest.
Noticed that this is flirting with $2 per share today so I'm a buyer.
NajehHejan
Footballguy
Kicking myself for not loading up on AMD in high 70’s/low 80’s
Still thinking of jumping in as may have more room to run. Anyone scared off though by the PE of 93.61 - I know, tech, but dang that’s high
Still thinking of jumping in as may have more room to run. Anyone scared off though by the PE of 93.61 - I know, tech, but dang that’s high
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Sand
Footballguy
The one I noted back up a ways, KTOS, is at a PE of 330.
High growth companies plow everything back into themselves. AMD is trying to catch NVDA, so not much of a surprise that they are low on profit.
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NajehHejan
Footballguy
I believe some here have discussed pharmaceuticals stock VRTX. They dropped incredible news on Friday of their phase 1/2 study to cure type 1 diabetes. No clue why the stock didn’t skyrocket. It actually lost over 1%. Potential cure for type 1 (then maybe type 2?) diabetes. What am I missing? Already overvalued?
The Longtime Lurker
Footballguy
Treatments > cures from a profit standpoint?
General Malaise
Footballguy
It's my biggest holding - I jumped in at $200 and have been riding high with this one ever since.
The "cure" for Type 1 diabetes has been the stretch goal for VRTX for quite some time. They have a test subject who has been able to live without insulin for quite some time; why this isn’t pushing the "cure" forward faster, I'm not sure. But they have made acquisitions and pumped a ton of research into this so hopefully people like my 21 year old son who has T1D can see this "cure" in his lifetime. Not sure if he'll be able to afford it, but it would be a game changer if this happens for humankind.
The cure for Type 2 is a simplistic - stop poisoning your body with sugars and fats and drop weight. It's why we have such a proliferation of weight loss drugs now - these were all designed for folks who lack the discipline to not over-indulge and now even folks without Type 2 are using the meds.
VRTX is the world leader in treatment for cystic fibrosis. That's their main driver. They also have been pushing hard for non-opiode pain relievers which would be another huge success if proven to be effective.
Lots to love here.
BassNBrew
Footballguy
That number can't be accurate. 2Q estimate is 50 cents and that's a forward and backwards low water mark. At $2 per share for the year that's 64.
Regardless, forward PE is 32.
kevzilla
Footballguy
I am in this conversation and I don't like it
Those of us who poisoned ourselves have altered signaling between the brain and gut. Discipline has a chance, but it's a huge underdog. The drugs to which you refer are an attempt to put that signaling back in order. Trulicity was subtle in its effects. I have been switched to Mounjaro and...it ain't subtle. If it works, I won't care if I feel like I'm pregnant with an Ultimate Cheeseburger every morning.
Oh yeah, stonks go up, my brother and I are both looking at Vertex. Carry on.
Yep.
FreeBaGeL
Footballguy
My prediction is little effect. Defense stocks and maybe oil with a little boost, but broader market probably not much. I think sentiment right now is that iran doesn't really scare anyone and will back down quickly. Hopefully that doesn't end up being hubris but for right now I doubt we see much of an effect.
Disclaimer: I am absolutely terrible at predicting broader market moves.
General Malaise
Footballguy
I am in this conversation and I don't like it
Those of us who poisoned ourselves have altered signaling between the brain and gut. Discipline has a chance, but it's a huge underdog. The drugs to which you refer are an attempt to put that signaling back in order. Trulicity was subtle in its effects. I have been switched to Mounjaro and...it ain't subtle. If it works, I won't care if I feel like I'm pregnant with an Ultimate Cheeseburger every morning.
Oh yeah, stonks go up, my brother and I are both looking at Vertex. Carry on.
Yeah, I shouldn't have minimized Type 2 the way I did here, my bad. I am on the pre-diabetic side so I best be careful too.
Just that Type 1 have no agency over their condition - it's a lifetime of being insulin dependent and no real proven cause other than bad genetic lottery or some freak mutation that triggered the shut down of insulin production.
VRTX has a lot going for it and I'd say welcome aboard GB!
identikit
Footballguy
Sand
Footballguy
IMO we're positive tomorrow. My wild *** guess.
Bob Sacamano
Footballguy
@General Malaise You just holding onto tin to see how the ownership transfer plays out? Seems like this could go either way.
General Malaise
Footballguy
Oh yeah, I'm holding it. For one, I think the return of the dividend is coming and maybe even another special dividend. Not that I should be sticking around for THAT alone, but it's a nice little kiss when it happens.
The remaining shareholders have to vote above 75% as a group to approve any further purchases/take-overs whatever. There's plenty of folks holding this one who aren't going to just agree to ANY sale. We want a premium and the folks who just purchased the majority of the shares have more money than a thousand Jerry Joneses so taking out the rest of the company at a premium would be a rounding error for them.
But they also didn't get that rich be being impulsive so this could be a grind. But again, DIVIDEND.
Sand
Footballguy
Partial credit for getting the first half of the day right?
McBokonon
Footballguy
Reminding myself to respond later, this is in my field.
BassNBrew
Footballguy
Hope you jumped in. Wall Street has received the message. Next resistance is $144.
Klimtology
Footballguy
Hey,
What's the update with the China Tariffs?
TIA
What's the update with the China Tariffs?
TIA
Capella
Footballguy
My update is I made a **** ton of money buying nvda in the low 90s lol still feels like a dream.
BassNBrew
Footballguy
AMD 78%
MU 100%
VRT 75%
ELF 139%
CEL 83%
NVDA 59%
My retirement date, about a half decade earlier thanks to a generational wealth building opportunnity.
Judge Smails
Footballguy
So my CFP got me into an offering awhile back for SpaceX pre IPO at $112. New offering this week at $200. Didn’t add but at least positive direction on potential valuation. Now he’s come to me with an opportunity for Anduril, Palmer Luckey’s company. Reading the hype with partnership with Meta and potential mammoth defense contracts. Supposedly the threat to Lockheed Martin. Thoughts? $50K minimum. May just use some of Roth so if big gains it’ll be tax free. Seems worth a shot for the potential upside. Have to make a decision by Friday.
Anduril’s going to be massive. I’d love to even have a shot at some early shares if it goes public.
