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Stock Thread (13 Viewers)
- Thread starter St. Louis Bob
- Start date
Bob Sacamano
Footballguy
Don't recall this being posted.
Nikola made news Monday morning, announcing an order for 2,500 battery-powered trucks from waste hauler Republic Services. Investors are pleased.
https://www.barrons.com/articles/nikola-stock-shoots-higher-on-battery-truck-order-51597068946
Nikola made news Monday morning, announcing an order for 2,500 battery-powered trucks from waste hauler Republic Services. Investors are pleased.
https://www.barrons.com/articles/nikola-stock-shoots-higher-on-battery-truck-order-51597068946
Bob Sacamano
Footballguy
Don Hutson
Footballguy
RLFTF = .52
kevzilla
Footballguy
skycriesmary
Climbing up the Walls
Don Hutson
Footballguy
Bob Sacamano
Footballguy
Where do people lean on the resolution with TikTok?
Let's say they don't work something out with MSFT or TWTR. How much more impactful is 12% revenue loss to FSLY?
Let's say they don't work something out with MSFT or TWTR. How much more impactful is 12% revenue loss to FSLY?
FreeBaGeL
Footballguy
TWTR not going to happen. FSLY screwed either way with MSFT since MSFT has its own CDN.
But the sooner they can make it official one way or the other and turn it from rumor to news the sooner they can start the recovery. Like I mentioned a few pages back they are getting crushed on rumors of losing 12% of their revenue while LVGO losing 18% of their revenue with no rumor run-up was no more than a 15 second blip on the share price.
Bob Sacamano
Footballguy
McBokonon
Footballguy
It's a long term hold but I've been thinking of swapping it out for Mastercard. Sentiment all around just seems better but I haven't really dug into it yet.
-OZ-
Footballguy
Both have PE's 2-3x discover, dividends less than 1% (vs 3% for discover) and I'm not sure how much more they can grow. I get that they're the market leaders but don't seem like value plays to me.
McBokonon
Footballguy
They don’t have the risk Discover has when it comes to potential defaults on lending, though, which I like. And I view them as growth stocks, not value. There’s still a LOT of the world that still only uses cash so I think you almost have to have one of these.
-OZ-
Footballguy
That's a fair point. There are growth opportunities for sure. I'll need to rethink V.
Bob Sacamano
Footballguy
Heard some analyst a few weeks ago say if he HAD to put all his net worth into one stock, it would be MA.
Visa seems to be a little better value at the moment. Both appear to have been double ups every 4 years forever. Apple pay, bitcoin, etc just don't seem to be making a dent in the market.
McBokonon
Footballguy
I took a little off the top in $SE ahead of earnings next week, mainly based on post-earnings reactions from the other hi-flyers and it became way outsized in my portfolio. They’re going to have to crush it to justify their move since last quarter.
I didn’t sell a ton, just enough that if it does sink, I can buy back a meaningful amount of shares. I’m holding this for a decade if things play out the way I think it will. And if it crushes earnings and rockets, I still have plenty and will be more than happy to buy on the way up again.
I didn’t sell a ton, just enough that if it does sink, I can buy back a meaningful amount of shares. I’m holding this for a decade if things play out the way I think it will. And if it crushes earnings and rockets, I still have plenty and will be more than happy to buy on the way up again.
-OZ-
Footballguy
Thinking I might sell a little in my trading accounts. But definitely keeping the core.
McBokonon
Footballguy
Bob Sacamano
Footballguy
CSCO, wait!!
VRM beat CSCO’s bad report with a baseball bat. First quarterly report after the IPO was a doozy.
Bob Sacamano
Footballguy
Sold most of my TDOC at 25 cents below todays close, pick up LVGO at a 50-80 cent discount. I'm pretty sure I just picked up a free 6-7% gain.
McBokonon
Footballguy
Same thing with Discover in that they also have a consumer debt risk (That P/E looks nice though) and now they might want to take on Kabbage? I dunno, I'd rather just have a pure processor like V or MA that works even with SQ and PYPL around, and just own a bank like JPM rather than with Discover or AXP that's a mix of the two. Personal preference, obviously.
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Great point. I'm trying to sort through this. May just create my own mini-mutual fund and acquire all. You look at any of their price charts and they are basically a line pointing up.
beef
Footballguy
Did the same here. Completely out of PPL and put all that plus some in EXC.
beef
Footballguy
Think I may tail you on this. I was reading something about LVGO last night suggesting it a buy and better deal.
JetMaxx
Footballguy
https://seekingalpha.com/article/4357387-3-explosive-growth-stocks-outstanding-management-teams
Dude called it right about the acquisition. Unfortunately I think LVGO would have been a better stand alone.
Was buying LVGO when the vig was about +2% versus TDOC. Will buy more on Thursday assuming that the +5% LVGO vig holds.
KGB
Footballguy
Bob Sacamano
Footballguy
One of the best things I took from the motley fool podcasts when I was regularly listening was Moser's war on cash basket. Equal investments in MA, V, SQ, and PYPL. It's done well.
Don't Noonan
Footballguy
![[icon]](/data/avatars/m/5/5167.jpg?1660313464){kind=avatar}
[icon]
Insoxicated
I still don’t get how a company can be down 90% in revenue, have a ton of debt and be at ATHs. I can get being off the lows nicely if the future looks good but they bought 36% of Barstool (they don’t even own the whole thing) and it was valued at $450M. Their market cap is up $3.5B since the acquisition and it so far hasn’t helped the top and bottom line in 6 months. This is all based on a hope that they can setup an online betting app that will best out the other ones available. MGM just popped last week over the same thing and Draftkings and FanDuel (probably others I don’t know about) are still there. And then we still have the tons of debt and a complete horror show on revenue.
At this price, I would let come close on vapor ware and a prayer.
beef
Footballguy
Thanks. I was wanting to search out some financial ETFs that would hold these companies.
Top holdings:
Company YTD Return
(as of 08/12/2020) % of Assets
PayPal Holdings Inc +76.87% 6.77%
Square Inc A +122.22% 5.74%
Fidelity National Information Services Inc +3.40% 5.73%
Mastercard Inc A +9.73% 5.56%
Fiserv Inc -15.27% 5.34%
Visa Inc Class A +5.77% 5.31%
American Express Co -18.32% 4.92%
Global Payments Inc -5.24% 4.78%
ETFMG Sit Ultra Short ETF -0.86% 3.86%
Ok someone check my math here. TDOC at 192. Each share of LVGO will get 11.33 cash and .592 shares of TDOC. So each share of LVGO is worth 125 currently. But it’s trading at 120. If you’re holding either one of them that’s a free $5 per share if you sell TDOC and buy LVGO right?beef said:
I think this is a good example why buying individual stocks is better than an etf assuming you have the time/interest to follow the market. If I buy 3-5 of these, I can trade back and forth between them If one pops or another drops. I've been doing this with dfs and syf for the last couple of months. I think you can squeeze out an extra percent or two every now and then.
