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Received my DHT dividend on 9-2.  It was worth about 10% of the value of the stock I held on that day.

Just sold off some more at $5.86.  Will start accumulating again at $5.50.

eta: Another chunk on the block at $5.90

 
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beef said:
I just did too.  After clearing out some risks I was feeling a little low on stress.

Added a little KCAC too on this 6% dip.
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Damnit I was about 2% early on this I think. We've plowed down through resistance. QQQ starting to feel pretty bearish. \

Added more at 18.75ish to DCA down. 

 
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Yeah, maybe a little early TQQQ.  I only went in with a 1/5th position so I have plenty of room to buy down if need be.  Have a limit set at $115 for another 1/5th.    

Just changed the limit and DCA'd at 118.  

AMZN under 3100, AAPL flitting with 110,  GGOGL 1500, MSFT 200.  I'll bet on a rebound next week . 

 
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ghostguy123 said:
So XOM flirting with 10% dividends looks like a buy?  
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Todem says yes. I honestly think it depends on what you're looking to gain. If it's the dividend only, sure I guess. If it's capital appreciation, here's XOM's 20 year chart.

I don't have something like this as part of my strategy right now, but people have different goals depending on where they are in life.

 
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FreeBaGeL said:
Buying the #### out of this Amazon dip. 
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No kidding. Pandemic continuing + Prime Day + no stores open for Black Friday = big numbers incoming.

I'm not sure how wide spread their Amazon Fresh service is nationwide, but I never used it before the pandemic and now don't think I'll ever not use it; pandemic or not.

Same day delivery, free over $35. Use it several times a week. Usually just order my dinner fixings and throw on a 6-pack of beer or bottle of something to get it over $35. So awesome to have beer to your doorstep in under 8 hours. I don't think they are pulling inventory from my local Whole Foods since I get Doritos and all sorts of junk food cravings too. Love it. 

 
GoBirds said:
If you have time curious if you are seeing any values out there now and thoughts on AAPL where its pulled back to now for long term entry?
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I think you can wait a little longer....I would only nibble maybe a 1/4 of what I want to commit to it. Example.....10K I would add $2500 today. This thing can easily drop more. It has had a huge run up and it is taking a breather and it was predictable. The valuation got a little ahead of itself.

But long term I am a strong bull. 

There will be more volatility no doubt in the tech sector and board market as we go through the election cycle. There will be more opportunities to buy great stocks cheaper.

 
Tempted to make a trade on NKLA here. I'll probably wait for it to start rebounding first though to make sure not to catch the falling knife. Stocks shorted by Citron and Hindenburg have a reputation for squeezing out massively after their short crew starts to cover. GSX and Shopify being a couple of the more recent ones. 

 
McBokonon said:
Sold some of the OESX that went up way faster than I ever could have imagined and started a small position, about a third, in NNOX. They have created a portable X-Ray machine that, upon FDA approval, they will give away and then charge per scan. The goal is to make X-Ray technology accessible to everyone in the world as opposed to now, where X-Ray machines and CT scans are cost prohibitive and huge. 

FDA decision in the next few months, maybe? Anyway, it’s a gamble, but if it works as intended this could be huge. They have legit partners and surprisingly little debt for a company at this stage, but they also have the no revenue thing until they can deploy.
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10 days to a double (up over 30% today) - just took some off the table, basically leaving my original investment. I'll happily buy more on a pullback but I had to lock that in. Crazy run.

 
McBokonon said:
10 days to a double (up over 30% today) - just took some off the table, basically leaving my original investment. I'll happily buy more on a pullback but I had to lock that in. Crazy run.
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Great call. Like probably most here disappointed I didn't tail you on it. Every day for the last week I've been like "not gonna chase it, it's already up so much". 

Whoopsies.

 
FreeBaGeL said:
Tempted to make a trade on NKLA here. I'll probably wait for it to start rebounding first though to make sure not to catch the falling knife. Stocks shorted by Citron and Hindenburg have a reputation for squeezing out massively after their short crew starts to cover. GSX and Shopify being a couple of the more recent ones. 
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I read a bit about NKLA early this week, sold some puts on Wednesday (a neutral to bullish trade), watched it tank, read a whole lot more on NKLA, and yadda, yadda, yadda, I’m out. Buyer beware. Looking very fraudy right about now. 

 
wazoo11 said:
I decided to put my money into index etf stocks versus individual stocks.

I just don't have the time to research and put my money into VOO
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Nothing wrong with that. I enjoy following tips in here and only (besides large AMZN and AAPL holdings) using extra money on individual stocks but my majority of investments are low cost index funds. 

 
ericttspikes said:
No kidding. Pandemic continuing + Prime Day + no stores open for Black Friday = big numbers incoming.

I'm not sure how wide spread their Amazon Fresh service is nationwide, but I never used it before the pandemic and now don't think I'll ever not use it; pandemic or not.

Same day delivery, free over $35. Use it several times a week. Usually just order my dinner fixings and throw on a 6-pack of beer or bottle of something to get it over $35. So awesome to have beer to your doorstep in under 8 hours. I don't think they are pulling inventory from my local Whole Foods since I get Doritos and all sorts of junk food cravings too. Love it. 
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We just get from the Whole Foods and it is usually here within 2 hours. So easy and convient. 

 
ghostguy123 said:
So XOM flirting with 10% dividends looks like a buy?  
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Dumped cvx today and picked up some aapl at 112.  I'm completely out of oil and gas.  Despite thinking there will be a bounce back after the election, I'm worried about surplus.  The entire energy sector could drag for a few years.  That being said the big guys, XOM & CVX are better suited to weather downturns like this.  I'd expect them to buy up more of the smaller players & become stronger eventually.  Also, these companies have been investing heavily in green tech, so they aren't just oil.  Bearish short & mid, bullish long.

 
I know the GMHI spac merging with Luminar has been mentioned here before. I'm fascinated by the Luminar CEO Austin Russell. 25 years old and started the company 8 years ago, damn. He's like a real life Richard Hendricks. 

 
Punxsutawney Phil said:
Dumped cvx today and picked up some aapl at 112.  I'm completely out of oil and gas.  Despite thinking there will be a bounce back after the election, I'm worried about surplus.  The entire energy sector could drag for a few years.  That being said the big guys, XOM & CVX are better suited to weather downturns like this.  I'd expect them to buy up more of the smaller players & become stronger eventually.  Also, these companies have been investing heavily in green tech, so they aren't just oil.  Bearish short & mid, bullish long.
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I can't find it now but I read an article a month or two ago about how much the larger companies had cut back on new investments over the next couple of years. I think supply will keep prices down but with expenses reduced they may end up being much more profitable than expected and cause a nice bump in the next 6-9 months. That's made me more bullish mid term so I've been buying chunks. 

ETA: Not the one I'm thinking of but has some data for the industry as a whole

https://www.oilandgasmiddleeast.com/drilling-production/36732-global-upstream-investments-set-for-15-year-low-falling-to-383-billion-in-2020

 
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I have been reading this thread for a few years and have kicked myself for not buying CYDY when it was talked about under $1.  I appreciate everyone who contributes to this thread. 

So, I usually don't post stock picks because I am not a professional, but I have an under the radar company I am invested in and I see a potential double coming and maybe even a lot more.  The company is Energy Focus Inc - EFOI ticker.  Low float and low market cap.  They are an LED light company and currently make most of their money through military/Navy contracts and previously through hospital contracts.  The stock has been climbing each quarter based on a re-invigorated leadership team, improved earnings and product lines.  The stock most recently jumped from around $5 a share to a 52-week high of $9.80 after their 2nd qtr sales of ~3 million-ish.  If you google them their website has some good presentations investors can see.

Two large developments coming up - they are debuting/releasing their first line of UV disenfection lights on 14 October.  They have been hinting at these for a few months but were waiting on patents and final design.  Additionally, their 3rd quarter results (released I think 11 Nov) is expected to be $7-8 million in sales....their highest in a few years.  This is a company that hit 100$ a share in the past after a large hospital contract.  

In full transparency, I only own about 1500 shares right now with an average of a little over $5.  I want to double that before October....I have had buy orders in around 7$ for a few weeks with no fill.  My thoughts are to sell half between 15-20$ a share and ride the other half.  If this UV tech pans out and they hit a few big contracts (I hear they have 1 in the works), this could easily hit $50 a share.  I think the downside of it dropping below $7 a share is very minimal.  As always, due your DD!

 
cubd8 said:
Anyone purchasing any Snowflake IPO? I believe it's September 16th between $75 and $85.00
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We discussed this a little earlier. It's going to be a popular IPO, and little fish like us are unlikely to get an allotment at the IPO price but I think many will try if their broker is involved. Once it starts trading, it's probably going to be way above 75-80. I'm not sure I'm personally going to buy at a day one markup but I'll be watching it.

 
gobrowns33 said:
I have been reading this thread for a few years and have kicked myself for not buying CYDY when it was talked about under $1.  I appreciate everyone who contributes to this thread. 

So, I usually don't post stock picks because I am not a professional, but I have an under the radar company I am invested in and I see a potential double coming and maybe even a lot more.  The company is Energy Focus Inc - EFOI ticker.  Low float and low market cap.  They are an LED light company and currently make most of their money through military/Navy contracts and previously through hospital contracts.  The stock has been climbing each quarter based on a re-invigorated leadership team, improved earnings and product lines.  The stock most recently jumped from around $5 a share to a 52-week high of $9.80 after their 2nd qtr sales of ~3 million-ish.  If you google them their website has some good presentations investors can see.

Two large developments coming up - they are debuting/releasing their first line of UV disenfection lights on 14 October.  They have been hinting at these for a few months but were waiting on patents and final design.  Additionally, their 3rd quarter results (released I think 11 Nov) is expected to be $7-8 million in sales....their highest in a few years.  This is a company that hit 100$ a share in the past after a large hospital contract.  

In full transparency, I only own about 1500 shares right now with an average of a little over $5.  I want to double that before October....I have had buy orders in around 7$ for a few weeks with no fill.  My thoughts are to sell half between 15-20$ a share and ride the other half.  If this UV tech pans out and they hit a few big contracts (I hear they have 1 in the works), this could easily hit $50 a share.  I think the downside of it dropping below $7 a share is very minimal.  As always, due your DD!
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Will definitely check it out. I posted about a similar company here in early August: OESX

Was trading at $4.10 or so at the time, hovering near $7.00 today. They do energy efficient lighting, have started getting larger contracts, and have antimicrobial LED lighting as part of their offerings.

 
gobrowns33 said:
I have been reading this thread for a few years and have kicked myself for not buying CYDY when it was talked about under $1.  I appreciate everyone who contributes to this thread. 

So, I usually don't post stock picks because I am not a professional, but I have an under the radar company I am invested in and I see a potential double coming and maybe even a lot more.  The company is Energy Focus Inc - EFOI ticker.  Low float and low market cap.  They are an LED light company and currently make most of their money through military/Navy contracts and previously through hospital contracts.  The stock has been climbing each quarter based on a re-invigorated leadership team, improved earnings and product lines.  The stock most recently jumped from around $5 a share to a 52-week high of $9.80 after their 2nd qtr sales of ~3 million-ish.  If you google them their website has some good presentations investors can see.

Two large developments coming up - they are debuting/releasing their first line of UV disenfection lights on 14 October.  They have been hinting at these for a few months but were waiting on patents and final design.  Additionally, their 3rd quarter results (released I think 11 Nov) is expected to be $7-8 million in sales....their highest in a few years.  This is a company that hit 100$ a share in the past after a large hospital contract.  

In full transparency, I only own about 1500 shares right now with an average of a little over $5.  I want to double that before October....I have had buy orders in around 7$ for a few weeks with no fill.  My thoughts are to sell half between 15-20$ a share and ride the other half.  If this UV tech pans out and they hit a few big contracts (I hear they have 1 in the works), this could easily hit $50 a share.  I think the downside of it dropping below $7 a share is very minimal.  As always, due your DD!
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Why'd they lose the hospitals?

 
gobrowns33 said:
I have been reading this thread for a few years and have kicked myself for not buying CYDY when it was talked about under $1.  I appreciate everyone who contributes to this thread. 

So, I usually don't post stock picks because I am not a professional, but I have an under the radar company I am invested in and I see a potential double coming and maybe even a lot more.  The company is Energy Focus Inc - EFOI ticker.  Low float and low market cap.  They are an LED light company and currently make most of their money through military/Navy contracts and previously through hospital contracts.  The stock has been climbing each quarter based on a re-invigorated leadership team, improved earnings and product lines.  The stock most recently jumped from around $5 a share to a 52-week high of $9.80 after their 2nd qtr sales of ~3 million-ish.  If you google them their website has some good presentations investors can see.

Two large developments coming up - they are debuting/releasing their first line of UV disenfection lights on 14 October.  They have been hinting at these for a few months but were waiting on patents and final design.  Additionally, their 3rd quarter results (released I think 11 Nov) is expected to be $7-8 million in sales....their highest in a few years.  This is a company that hit 100$ a share in the past after a large hospital contract.  

In full transparency, I only own about 1500 shares right now with an average of a little over $5.  I want to double that before October....I have had buy orders in around 7$ for a few weeks with no fill.  My thoughts are to sell half between 15-20$ a share and ride the other half.  If this UV tech pans out and they hit a few big contracts (I hear they have 1 in the works), this could easily hit $50 a share.  I think the downside of it dropping below $7 a share is very minimal.  As always, due your DD!
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Keep us up to date , especially on a pull back

 
Futures Rise Ahead of Busy Week for Tech IPOs

Barron's

Published: Sept. 13, 2020 at 7:05 p.m. ET

https://www.marketwatch.com/articles/stock-futures-rise-ahead-of-tech-industry-ipos-51600038303?mod=newsviewer_click

U.S. stocks are set to begin the week in the green with Dow Jones Industrial Average futures gaining 154 points, or 0.6% on Sunday evening. S&P 500 futures are up 0.6% and Nasdaq Composite futures gained 0.8%.

The S&P 500 closed down 2.5% last week, its worst weekly performance in a little more than a month and just the first time since May that the index has closed down two consecutive weeks.

Investors will be sizing up the recent decline in the shares of big tech companies that had previously have led the market to fresh highs. Apple was down 7% last week and the S&P 500 broader tech sector dipped over 4%.

A raft of tech IPOs may have lifted investors spirits ahead of this week’s trading. Among the most anticipated offerings are data-warehousing company Snowflake, videogame company Unity, and cloud-software firm JFrog.

On the downside, prospects are dimming for any further Covid-19 relief spending coming from Washington as Democrats and Republicans are still more than a trillion dollars apart from striking a deal. If no now stimulus passes, cash-strapped cities and states will be particularly hard hit, as will out-of-work Americans who are now collecting smaller enhanced unemployment checks.
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Nikola Founder Predicts Fun Ride for Stock. Careful There.

Barron's

Last Updated: Sept. 13, 2020 at 11:18 a.m. ET  First Published: Sept. 11, 2020 at 6:33 p.m. ET

https://www.marketwatch.com/articles/inside-nikolas-wild-week-plus-binge-reading-netflixs-ceo-51599863592?mod=newsviewer_click_seemore

Nikola founder Trevor Milton told me this past week that his stock is undervalued, and that those who buy will have “one of the funnest rides they’ve ever had in their life.”

This was just after the electric-truck designer’s share price (ticker: NKLA) had rocketed to $50 from $35 on news of a manufacturing pact with General Motors (GM), and just before it crashed back to $32 amid a report by a short seller claiming that Nikola’s technology is bunk—something that Milton denies. So that was awkward.

Separately, I spoke with Netflix (NFLX) co-founder Reed Hastings, who has a book out called No Rules Rules: Netflix and the Culture of Reinvention. To promote the book, Hastings pretended not to mind interviews, while to get the interview, I pretended to be interested in the book—candor like that is super important, chapter two teaches. I learned some things from both the book and the chat.

But first, trucks.

Nikola’s Milton has plans to produce great big ones that sip hydrogen over long hauls, leaving only water vapor behind instead of diesel soot, and saving the freight industry oodles. He also wants to build 700 fueling stations. And there are designs for a pickup truck called Badger that can run on hydrogen for long trips, and batteries for short ones. And an off-road buggy, and a military vehicle. And a waverunner.

Revenues round to zero—Nikola isn’t expected to start production for a couple of years. The bull case on Nikola is that it’s a Tesla in the making, valued at a recent $14 billion, to Tesla’s $340 billion. The bear case is that, well, Tesla (TSLA) has had cars on the road for more than a decade, and customers like them.

Still, the GM news is big. See, Nikola unveiled a prototype big rig truck at a 2016 stage show, and Milton said it was functional, but skeptics remained. What Nikola needed was a long-established automotive player to give its designs an implied OK.

GM has a different problem. CEO Mary Barra has gotten the company out of loss-making Europe, and sharply reduced the number of vehicle sales needed to break even each year. What she hasn’t done since being named chief nearly seven years ago is produce a positive stock return. With or without dividends. During a massive bull market.

Investors don’t seem to care about Old Economy profits. They want New Economy stories, and not just about GM’s own electric and autonomous units. The Nikola stake seemed to give GM just a spritz of eau de Tesla. Shares jumped 8% in a day. But they gave it back after a short seller called Hindenburg Research wrote a long note alleging that the company misled investors and partners about its technology, citing what it said were recorded phone calls, emails, text messages and photos.

That makes the matter of who’s getting the best end of the GM deal seem beside the point until more is known. But if you’re wondering, GM says it is getting $4 billion including equity, future manufacturing payments, and future orders for its batteries and fuel cells. Nikola’s Milton tells me he’s giving up a $2 billion equity stake for GM’s lower battery prices and purchasing clout, which will give Nikola about $10 billion “in total cost savings across all platforms.”

In a statement, Nikola called Hindenburg’s claims inaccurate, salacious and motivated by greed, and said it was exploring legal recourse. I’ll keep an open mind, and wait for more third-party vetting of Nikola’s truck tech, especially because I have roughly the engineering know-how of the chimp who rode shotgun in the 1979 trucker show B.J. and the Bear. For now, I recommend investors sit this fun ride out at least until the revenues roll in.

In 2009, Netflix released an internal slide deck explaining its workplace approach. Hire great workers. Pay them a ton. Fire workers who are merely adequate. Dispense with rules like vacation time, and let your world-beaters decide that stuff for themselves. Always state your views plainly.

The Silicon Valley alphas hailed the tips as revolutionary. It’s hard to second-guess the management style of someone whose stock is up from about $1 to close to $500, adjusted for splits, since its debut less than two decades ago.

If the book were just expanding on the slides, I’d recommend reading the stock chart instead, because I’m pretty sure if yours looks like Netflix’s, you can afford all the talent you want, and dispense with some of the niceties.

But Hastings wisely brings on management professor Erin Meyer as a co-author, who quickly pushes back on the slides as, “hypermasculine, excessively confrontational, and downright aggressive.”

I suspect the motivation for the book was explaining that Netflix’s culture is more humane than rumored, and Meyer helps on that front.

Some tidbits from my chat: Hastings has no interest in having his own movies make their debuts in theaters. “We’re certainly going to give it to our members first,” he says. But he thinks theaters can survive even without exclusive film windows: “They’re a great venue, just like sports stadiums, music concerts, or restaurants.”

Over time, Netflix will add consumer products that play off its shows, like Walt Disney (DIS). He views HBO Max as more similar to Netflix than Disney+, and names TikTok and the videogame Fortnite as Netflix competitors. He calls Netflix’s contribution to inflation in the cost of Hollywood talent “the price of success.”

He thinks about Netflix’s remaining growth potential in the context of 800 million paying television customers outside of China, and six billion active mobile phones, versus Netflix’s current subscriber base of under 200 million households.

I asked if Hastings had any words of consolation for long-suffering Netflix stock bears, if there are any left. “The internet is hard,” he says. “If you put a traditional lens on it, you can get burned pretty badly, as the shorts have on Netflix.”
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McBokonon said:
Tik Tok has handed Oracle the rose. 
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Now they just need to get the Chinese government to agree, dodge a vig demand from the White House (although Ellison nose firmly planted in Trump's ### should help there), and figure out how to approximate the algorithms they're not going to get as part of the deal.

 
Bob Sacamano said:
Why'd they lose the hospitals?
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It is not that they lost the hospitals, but I believe it was one time conversion/purchase/install of LED lighting...this was at the Cleveland Clinic in Ohio.  

 
pecorino said:
I will enter an order to buy which likely won’t hit. 
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Same here. I put in for a few IPOs, that being one, but I don’t expect to get a share. I’ve got so many accounts at Fidelity, but I’m not some 8 figure client who owns a bunch of Fidelity mutual funds so no chance I get any.

 
Re SNOW:

Not seeing anything on TD about them participating in the IPO.  Might have to wait for it to go live, and I fully plan on buying then.  Seems like those in the know really like it, and has cult-like retail potential.

 
beef said:
Re SNOW:

Not seeing anything on TD about them participating in the IPO.  Might have to wait for it to go live, and I fully plan on buying then.  Seems like those in the know really like it, and has cult-like retail potential.
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Same here.  

 
Don Hutson said:
HGEN is at $9.95!  Suck on that Cydonites!
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Did HGEN just get delisted completely and become Symbol 444863104 that is worth a whoppin' $0.00?

Nevermind... It's the reverse split and TD hasn't completed the calculation yet.

 
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For the TQQQ crowd, you holding, selling or buying more?

I'm in the holding pattern, maybe cut in half around 132 for 10%(ish)

 
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