What's new
Fantasy Football - Footballguys Forums

This is a sample guest message. Register a free account today to become a member! Once signed in, you'll be able to participate on this site by adding your own topics and posts, as well as connect with other members through your own private inbox!

Stock Thread (59 Viewers)

Rewalk up 20% from yesterday's buy point.  Out except for a tracking share.  That's the 3rd or 4th time on this.  Thanks @cosjobs for the heads up on this gem.

 
RPRX, who's IPO was recommended in here about a month ago, is down to $42.56.  It opened it's IPO at $41.21 and ran up to $56.50.  With all the royalties they have, seems like a pretty safe long-term investment.

 
RPRX, who's IPO was recommended in here about a month ago, is down to $42.56.  It opened it's IPO at $41.21 and ran up to $56.50.  With all the royalties they have, seems like a pretty safe long-term investment.
yeah....my 48.57 cost position doesn't look so hot.  lucky I was nibbling so this is a good time to add.

 
Blooming up 5%.  The gift that just keeps on giving.  Sold 20% of my position and put a trailing stop loss on another 10%.

 
BassNBrew said:
Blooming up 5%.  The gift that just keeps on giving.  Sold 20% of my position and put a trailing stop loss on another 10%.
Glad you held on.  I sold that after Friday before last.  Had a chance to rebuy much lower and didn't.  Last few trading days have been very good to it.

 
beef said:
Anyone getting in on Bill Ackman's SPAC, or any rumors on what might be?  Opens today.  
I'm keeping an eye on it but probably won't be buying for a while. Seems like most SPACs lie dormant for 12+ months after the IPO before news of a target/acquisition really gets the price moving. 

 
Sold my 392 shares of DFS @ 50.93. Will rebuy if it drops to 48. 
Thank you for the heads up.  This had grown to 5% of my portfolio with 11 buys this month.  Put in a trailing 1% stop loss on half my position.  I would like to have some longer term, but I think you are correct that there will be more opportunities in the 40s.    I'm up 7% across all the buys.  Can't pass on that type of profit.

 
I'm keeping an eye on it but probably won't be buying for a while. Seems like most SPACs lie dormant for 12+ months after the IPO before news of a target/acquisition really gets the price moving. 
Yeah, unless you got in at the IPO price which would have gotten you a warrant at $20 as well, I’d avoid for a bit. If the market does have a pause/goes sideways then I think this will drift back down to $20 or below until some news. Some SPACs never happen.

 
Thank you for the heads up.  This had grown to 5% of my portfolio with 11 buys this month.  Put in a trailing 1% stop loss on half my position.  I would like to have some longer term, but I think you are correct that there will be more opportunities in the 40s.    I'm up 7% across all the buys.  Can't pass on that type of profit.
Sold at a 6.8% profit 👍

 
I-ROK said:
Anyone here invest in cannabis stocks? Which ones?
Also will point out again that if you want some small, safer exposure to cannabis, the big alcohol distributor STZ owns around 35% of Canopy, which has been touted as a well run cannabis company. It's a watered down exposure though, of course. 

 
WTI down about 7.5% today.  I'm adding more, but may be a good point for a starter position.  I've bought as low as $2.13 at the beginning of the month so leave some room to DCA down.

 
ING is a banking stock I like.  PE of 6 and dividend of 3.6%.  Starting acquiring around $7.  This a a longer term position I'm building and not a trading position.

 
Is amazon reporting tomorrow or next week? They did this last earnings too, where the date was pushed back a week. 
Lol. No, they didn’t do anything. You read the potential earnings dates and it was a one week range last time too. Amazon never changed it, the web site you are checking either doesn’t do the range or you misread it. Yahoo has 7/30, but last week and before it was 7/23-7/30. They’ve gone the last day of the past two ranges. No idea about before. I assume the finance sites estimate it and then they confirm. I see that on a lot of other companies unless they actually announced it. 

 
Since you aren’t talking about valuation, that’s clearly not part of the equation.

so we are talking growth based on the rationale expressed.

you seriously think Boeing is going to grow more than Amazon.

I’m no stock genius but that seems ... bold. Kinda like calling the top way too early.
GOOGL, not AMZN.

But yes, I believe BA will provide more value over GOOGL in the next 5-10 years.  Specifically, I believe BA is way undervalued right now.  GOOGL is at an all-time high, maybe it will continue to grow?

 
Question on dividends.

Some of you had just mentioned buying and selling DFS.  How do the dividends work if you buy and sell these types of stocks?

If I have owned DFS for the past month and then sell, do I still receive any dividends?  Or how much of the dividend would I receive if I purchased 2 weeks before dividends are paid?

 
Question on dividends.

Some of you had just mentioned buying and selling DFS.  How do the dividends work if you buy and sell these types of stocks?

If I have owned DFS for the past month and then sell, do I still receive any dividends?  Or how much of the dividend would I receive if I purchased 2 weeks before dividends are paid?
There will announce an ex-dividend date.  All shareholders of record on that date will get the dividend regardless of ownership prior or post.  Stock price usually drops after that.  Basically they take a snapshot at the close on a specific date.

 
Last edited by a moderator:
GOOGL, not AMZN.

But yes, I believe BA will provide more value over GOOGL in the next 5-10 years.  Specifically, I believe BA is way undervalued right now.  GOOGL is at an all-time high, maybe it will continue to grow?
That's bold. I'm not sure I agree--but if everybody was right--the masses would all be rich--and thats certainly not the case.  My hesitation with Boeing is that the entire situation with the Max completely eroded a lot of their credibility.  They effectively lied about safety protocols/testing about the max and basically released a death trap.  They killed lots of people and the investigation revealed many internal memos within the company indicating they knew the airplane had flaws/defects.  Now you throw in Covid--where the airline industry and carriers are losing money hand over fist--so many of their potential customers will not be looking to spend big money on new orders.  Lastly--once the max does get into regular circulation in a lot of fleets--there is bound to be some issues that pop up as it's in use.  That plane is going to be treated with such scrutiny that they could be grounded again for the slightest of things.  Don't get me wrong--I'm bullish on Boeing for the very long term--- but I also wouldn't be in a rush to jump into it now.  Just my 2 cents. 

 
Last edited by a moderator:
MFA sell limit trip for a 20% gain.  Only sold 10%, just locking in some profit.

VBI sell limit tripped for 1/2 my position.  It's up 13% on the day.  Set another limit 10% up for another 1/4.  Goal is to add back lower.  Done this about 5 times this week.

 
Added another share of Amazon at 3083 as a cash position.  Set my sell on the margin position at 3175.

 
GOOGL, not AMZN.

But yes, I believe BA will provide more value over GOOGL in the next 5-10 years.  Specifically, I believe BA is way undervalued right now.  GOOGL is at an all-time high, maybe it will continue to grow?
That's bold. I'm not sure I agree--but if everybody was right--the masses would all be rich--and thats certainly not the case.  My hesitation with Boeing is that the entire situation with the Max completely eroded a lot of their credibility.  They effectively lied about safety protocols/testing about the max and basically released a death trap.  They killed lots of people and the investigation revealed many internal memos within the company indicating they knew the airplane had flaws/defects.  Now you throw in Covid--where the airline industry and carriers are losing money hand over fist--so many of their potential customers will not be looking to spend big money on new orders.  Lastly--once the max does get into regular circulation in a lot of fleets--there is bound to be some issues that pop up as it's in use.  That plane is going to be treated with such scrutiny that they could be grounded again for the slightest of things.  Don't get me wrong--I'm bullish on Boeing for the very long term--- but I also wouldn't be in a rush to jump into it now.  Just my 2 cents. 
Really good points, but think about what you said.

First, throw out COVID, its impacting everyone but tech.  Heck, look at energy utilities, all still down and not up except folks like ES (who im long on).

Now, credibility on the MAX ... that impact is over.  I doubt we will see much more stock impact from that situation.  So now it means BA crawls out.  Next, factor in the duopoly.  As of today, are we buying more planes or less planes?  I would guess more for both people transportation, but also consumer goods.  Look at AMZN here:  https://www.marketwatch.com/story/amazon-leases-12-more-boeing-cargo-planes-for-amazon-air-fleet-2020-06-03.  Sure, they are leasing the planes, but the demand is up.

Finally, China.  Look at COMAC and determine how close do you think they are to being a real player?  I think they are trying to move too fast, forcing small carriers to take their commuter planes.  I think China is a pretender.

So - here I am, this is a 5 year buy.  I am assuming that GOOGL will need a cycle.  I chose to use GOOGL over AMZN and MSFT as these stocks provide tangible revenue products.  GOOGL is ad revenue and while its only increasing I believe its close to saturation.  I mean, YouTube is getting so bad with ads lately, how much more ad revenue can their be?  People wont take it.

:2cents:

 
I-ROK said:
Anyone here invest in cannabis stocks? Which ones?
Just bought crlbf this morning....cresco is in a great position to benefit immensely when additional states are pressured to legalize recreational for the money it will generate.  New York state could be the next giant market to open and Illinois should have massive expansion next year.

The ETF thcx is trading at less than half of it's 52 week high if you want to be a little more spread out.

 
Sold PFE on the rise today. Closed out some puts that I had sold on other stuff. Bought some SPY December puts. Battening down the hatches.

 
I really thought that as the yellow rock surged and got closer to all time highs, GOLD and other miners would've moved harder. Don't get me wrong, I'm very happy with the gains, my anticipation was/is much higher, so maybe I need to temper my expectations. 

 
I'm a big believer in the therapeutic benefits of microdosing magic mushrooms.  The Canadian company RVVTF has been working with the University of Madison researching it.

Bought at .16 on 7/8 and doubled down at .23 on 7/10.   It immediately dropped from there but had a 20%+ bump yesterday. And is currently sitting at .20

If someone has a better microdosing recommendation for a company, I'd be all ears.  It's not talked about much but federal laws could change in the next 3-5 years imo

 

Users who are viewing this thread

Back
Top