KGB
Footballguy
Diamond Peak should rename to Poop PeakFU DPHC. I'd rather get a Hummer EV anyway.
just hoping for 1 decent day to get out
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Stock Thread (16 Viewers)
- Thread starter St. Louis Bob
- Start date
just hoping for 1 decent day to get out
Capella
Footballguy
It might be. I think many of these had popped already so probably also timing. As soon as the market stuttered these are probably the first stocks where people take profits. TTCF I can’t sell because the gain would whack me tax wise and I like the company/products. DPHC I’m down a little, but willing to hold. IPOB has been hit a bit as well although some is due to ZG and RDFN getting 15-20% haircuts as well.
KGB
Footballguy
KGB
Footballguy
McBokonon
Footballguy
FWIW, MF just sent a video to members this morning suggesting this stock as a way to get people to sign up for one of their products.
HGEN update.
Of 8 analysts covering the September investor call, 4 have issued price targets of $25, 25, 27, and 31. Frustrating that the stock price hasn’t responded.
Their p3 trial enrollment is not yet complete, which is disappointing. The NIH sponsored big effect trial has begun which adds Lenzilumab to Remdesivir to evaluate added benefit. This should fill quickly.
I’m happy to wait on HGEN a couple of months for trial results, all treatments are seeing delays and disappointments. Covid really becomes a spring board for other indications.
My OWS project is preparing millions of doses at unprecedented speed for 1Q2021, and supply of drug is expected to be constrained for most of 2021. Unfortunately patients are going to be plentiful.
ghostguy123
Footballguy
Glad I couldn't figure out my after hours trades while at work a couple days ago. Rather than buy LLNW at like 5.10 I waited and bought at 4.25. I know nothing of this company, just tailing some here. I know the risks 
I will be happy to average down once or twice along the way. Not a huge investment.
I will be happy to average down once or twice along the way. Not a huge investment.
What means this and what video? I didn’t get anything with IPHI although I had purchased it already from their recommendation. I only have 30 shares, but definitely want to get more before their earnings call later this week. I hope this doesn’t mean I should have added yesterday.FWIW, MF just sent a video to members this morning suggesting this stock as a way to get people to sign up for one of their products.
McBokonon
Footballguy
The email was from Eric Bleeker and the video he linked to was by Jason Moser. They want you to buy their 5g super cycle thing. They made a point of saying IPHI wasn't recommended by any MF service yet, though. Where did you see it? I've been looking for 5G plays for a few weeks and whittled it down to a few and IPHI was the first I picked - just thought it was funny they sent an email on it the very next day.
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Desert_Power
Footballguy
Yeah, I got this email. I also watched some video on Tuesday where they were pimping their 5G service and did the bold with $VIAV.
Lol. That’s one of the services I got because I needed some more picks as I was too heavy in cash back in June. Unfortunately, I stuck with the 5G pure plays versus the picks that were more like what I already have and had heard about before. Some of the picks were Apple and Square which back in early June were at great prices. I’m up 20% on the picks I bought since June so it’s worked well and returned way more than it cost. Could have been a home run if I bought more of the non-pure plays. I’ve mentioned it before but March/early April were obviously the best times to buy but early June was a fantastic time as well. IPHI was a stock they added at the end of August.
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McBokonon
Footballguy
Saw that too. I have VIAV on my watchlist but I'm nowhere close to understanding it enough yet.
I own a little of that as well. After selling FSLY and ZM, want to start spreading some of that around, including some more IPHI, VIAV and maybe some others.
Desert_Power
Footballguy
Interesting, I certainly agree that Apple is going to start a lot more 5G adoption/buildout with their new phones.
Even their "special prices" of 1500 feel pretty crazy for picks.
Yeah, I’m not going to say I don’t think I could find them elsewhere but my wife and I work so I don’t have time to scour. Also, they’ve been amazing for me so far. I’ve bought a few services and profited 10-100x+ what I’ve paid. I mean, I wish I had gone with them earlier. I’d be retired already.
eaganwildcats
Footballguy
Desert_Power
Footballguy
McBokonon
Footballguy
KGB
Footballguy
eaganwildcats
Footballguy
Well, the "rest" of my portfolio is in a Total Index fund which is heavily weighted toward "tech" if you consider AMZN, AAPL, etc. "tech". So I've got that going for me, which is nice.McBokonon said:
Also: stonks go up, I get it. But when looking at something like $NCNO (I work in the space so its the one I maybe kind of understand) they are trading at something like 35 times revenue while continuing to lose money. The chances they can continue to grow into that valuation seems...low? I am sure there are examples of better 'value' but it just feels extended. And look, a correction will probably never come because so much of everything is just driven by passive fund flows and that's fine because I own that upside in VTI. However, when I look at trying to pick individual stocks even those bearish on tankers see a double in the next 3-4 years - will Amazon be at 6K by then? Maybe, but kinda doubt it. And with something like tankers there is theoretical downside protection because they could just.....sell the ships and are currently trading at like .3-.5 NAV. Trade certainly wasn't the home run I was hoping for right off the jump, but I have hope if I just hold on it will pay off.
Nat Gas is probably a bad idea, but I don't think Copper is. If one believes in the movement toward green energy copper is going to play a huge role. Whether the random stock I picked will end up panning out - also not sure - but it's a double so far so that's good.
Anyways, it's certainly true this is all probably going to blow up, but no risk no reward
. I'm relatively young so worst case probably I have to work another year or two. Got some cash sitting. A bunch of earnings coming this week. Planning to nibble and then if earnings aren’t good enough, plenty of beats not moving up, buy more cheaper. If they are good enough then it sort of validates a long term buy.
Desert_Power
Footballguy
A little late to the party, but finally picked up some $BEEM to add to my various renewal dabbles. May start looking more into the lithium/battery space next.
Welp, all of the things I was looking at are now up. Not a bad thing but I’m up almost a half percent.
Capella
Footballguy
AMZN doesn’t seem to be headed to 3000. Got 200 NNOX, plenty so that’s just sitting waiting for the approval/demo at the conference. Still in the green. Getting a little bored with the SPACs. So many just sitting around.
The only one I truly made a mistake on was FMCI/TTCF. I bought it in the taxable account. Never again. I would have sold even though I believe it will be solid. Mid 20s was the goal but the tax whack would have impacted more than just the one sale so have to keep it. Once it’s past a year I’ll evaluate.
I will say that I still plan to keep some like IPOB, but only if I like the company’s 5 year future. The rest, I agree that a good enough pop means time to go. The funny thing is that the real good pops are the ones you think you might want to keep.
Don Hutson
Footballguy
RLFTF is up 7% due to being selected to be a part of Operation Warp Speed. Since the news came from a hard-to-find paper, the stock price could keep rising as more find out.
Desert_Power
Footballguy
As long as you buy near NAV, you will still come out well in the long run. Hard to get excited about TTCF for me.
The only SPAC I bought a month ago that has done much of anything is LOAK, which was post announcement.
McBokonon
Footballguy
I’m still well up on TTCF but I just bought it in the wrong account. I was up almost 100% at one point.
I think I’m good with the risky stuff I have already. Looking to add some more newer stocks I’ve got a little invested in and want more. I’m barely down so actually a good day compared to the market, but some of those stocks have turned red so might jump in this afternoon if it continues to drop a bit.
Capella
Footballguy
Don Hutson
Footballguy
ChiefD
Footballguy
No kidding. This drug has had some excellent results and now this, and barely moves a drip.
Don Hutson
Footballguy
There is now controversy whether RLF-100 has been accepted to Operation Warp Speed. Some are claiming the pdf has been updated to say "Corona Virus Tech Watch Program" instead of Operation Warp Speed. No bueno.
What are the excellent results? CYDY had some excellent EIND/anecdotal results and even the NEWS stuff in MM was pretty solid. If it’s not a phase 3 type of result, then it’s not really much anymore.
Sideshow Bob
Footballguy
Don't think I'm buying anything until post-election. Might sell a bunch of non-core stuff. There's .1% chance Trump concedes if he loses, and the market's not going to like that.
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Haven’t dipped my toe in yet. The earnings so far have been solid but clearly the market ran up so they aren’t being met with pops. That said some of my interests aren’t the giants so a really good earnings could miss a big pop. I think I’ll just add a little depending on TWLO and others tonight and tomorrow.
