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Stock Thread (23 Viewers)

It could be a short run for me.  Kind of hoping for a quick rebound, overreaction to too much selling today.  Or I'll cut my losses if it drops more and I think about buying back in around $15.  
Looks like we have a rebound, I’m gonna try to not be too greedy here.

 
Ah yes I fondly remember growing up and using Sears Cloud Services to start up my Commodore 64. 
I don't remember buying my insurance from Amazon or selling my house with them either.  Obviously not identical companies, but very similar in many ways.  Sears was a behemoth that lead the way in retail for many years. after entering the market offering a new way to retail.  They eventually were beaten in their own game by K-mart and Walmart. 

 
Citi upgraded Marriott to buy from neutral.
Umm....maybe they should have done this when in was hanging in the 90s months ago?  I seriously don't understand how these guys keep their jobs.  However this does help clarify why 90% of the pros can't beat an index fund.

 
Umm....maybe they should have done this when in was hanging in the 90s months ago?  I seriously don't understand how these guys keep their jobs.  However this does help clarify why 90% of the pros can't beat an index fund.
I don’t either. All those travel stocks and Disney were giant blinking red buy signs. 

 
Been doing some research on ESG (environment, social, governance) investing since it's so much in the news with Black Rock's ESG guy leaving to lead Biden's economic team.  Seems like their may be an angle to work here.  Turns out Exxon is one of their biggest holdings.  I'm not speaking to Exxon with this statement, but evidently you can be a polluter and horrible for the environment, but if you lead a category in doing it less than everyone else then you are an overweight in ESG investing.  Going to continue to sniff around here.

 
TDOC taking it on the chin because apparently AMZN is getting into telehealth. Sold my TDOC a few weeks ago (Had LVGO pre-merger) because I just see way too much competition anyway.

 
Umm....maybe they should have done this when in was hanging in the 90s months ago?  I seriously don't understand how these guys keep their jobs.  However this does help clarify why 90% of the pros can't beat an index fund.
Just wait for Citi email to it's card holders for the 5x reward bonus on all Marriott bookings.  

 
TDOC taking it on the chin because apparently AMZN is getting into telehealth. Sold my TDOC a few weeks ago (Had LVGO pre-merger) because I just see way too much competition anyway.
Dang.  I'm way overweighted in this from the LVGO merger.  Not sure what to do.

 
Bought some PIPP/U (bunch of former politicians in a SPAC to buy something in the defense space lol) and ACTC (looking in the renewable energy industry) this morning. 

 
Just sold my AIR for a 3.5% gain.  Those guys buying AirBNB in the $150-$165 range should have tailed this trade.

 
Bought some PIPP/U (bunch of former politicians in a SPAC to buy something in the defense space lol) and ACTC (looking in the renewable energy industry) this morning. 
Was this mentioned here before?  I was looking it up a week or so ago and don't remember why.  TD won't let me buy "PIPPU" 

Pine Island Acquisition Corp NYSE: PIPP^

 
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Sears would be a pretty good comp.  Established mail order and the "consumers bible".  First big box.  Expanded into insurance, real estate, auto repair.

eta - Actually Sears might not be a good comp as it's stock has risen significantly over the last 3 months unlike Amazon.
It's a funny example, but an instructive one. Companies are on top of the world until they aren't. I don't think it is likely that AMZN or AAPL get dethroned in the next 5 years, but they probably will eventually. If you hold a portfolio of only two stocks you are very exposed to that. Or that their success will bring anti-trust actions from a more activist government. Or some other type of reputational risk action. These things happen.

That said, I remain bullish on AMZN and AAPL and they are my 2nd and 3rd largest non-index fund positions.

 
Was this mentioned here before?  I was looking it up a week or so ago and don't remember why.  TD won't let me buy "PIPPU" 

Pine Island Acquisition Corp NYSE: PIPP^
I don't think so but first saw mention of them in the news section on Thinkorswim under BTWN lol. Everything online says PIPP.U until the shares are warrants separate but in thinkorswim it's PIPP/U? NFC, maybe I messed this up lol. 

 
Stock thread needs more Sand. Welcome back, gb.
Yeah - caught a mod on I guess a really bad day and got a red light for 2 months.  They even erased my avatar pic.  Still kind of agog at that one. :shrug:   But I'm back.  Or, at least, more sand than clay now.

 
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What's up with AMT on a consistent downward slide for the last 5 mos or so?
Been spending so much time on my trading account that I missed this in my set and forget account. 

Missing earnings by a bit but not horribly. Still think 5G will be huge for them in the coming years. 

 
It's a SPAC that Li and Thiel are involved in. Looking for SE type plays and are rumored to be negotiating with Tokopedia. 
Just bought at 12.90.  About 30 minutes later it's up 5%.  I think, annualized, I'll be turning into Elon Musk.

 
What's up with AMT on a consistent downward slide for the last 5 mos or so?
Been spending so much time on my trading account that I missed this in my set and forget account. 

Missing earnings by a bit but not horribly. Still think 5G will be huge for them in the coming years. 
I read through their latest earnings presentation before starting a position in November. I thought it was interesting how much their CEO/CFO talked about growth opportunities they see with 5G with how little the analysts ask about it. 

 
I wonder why BTWN hasn’t dropped more. That Tokopedia news was a wee bit premature. It popped 20% and is only down 2% today.

On Wednesday morning, Tokopedia announced that it was considering accelerating its plans to go public and that it had hired Morgan Stanley and Citigroup as financial advisers. 

“We have not decided yet which market and method, and still considering options,” a Tokopedia spokesperson said. “SPAC is a potential option that we could consider but that we have not committed to anything at the moment.”

I can’t think of a reason for a hot company to not IPO. SPACs are nice and are cheaper (less “fees”) but for a company that could be a hot IPO you would see a lot bigger valuation going IPO.

 
Just bought at 12.90.  About 30 minutes later it's up 5%.  I think, annualized, I'll be turning into Elon Musk.
Maybe. See my post above. It sure doesn’t sound like a sure thing at all. More of a rumor and you don’t hire advisors who aren’t going to push you to an IPO which is more lucrative for them and a hit SE like company (they aren’t that broad, just part of SE).

 
Just bought at 12.90.  About 30 minutes later it's up 5%.  I think, annualized, I'll be turning into Elon Musk.


Maybe. See my post above. It sure doesn’t sound like a sure thing at all. More of a rumor and you don’t hire advisors who aren’t going to push you to an IPO which is more lucrative for them and a hit SE like company (they aren’t that broad, just part of SE).
Just sold my U's for a 20% gain.  Held onto the BTWN which are only up 13%.

 
Can a BrokerageLink (tied to a 401k) account hold warrants? I don't know if I'll hold any of these until it matters, but I guess I hadn't considered that pre-purchase. 

 
Can a BrokerageLink (tied to a 401k) account hold warrants? I don't know if I'll hold any of these until it matters, but I guess I hadn't considered that pre-purchase. 
I’ve got some U shares and I bought enough to get round numbers of warrants but none of them have officially split. I know the warrant shares are a different ticker but I have 0 clue as to what happens when you redeem it. I assume you do one of the tender/offer type of actions (I have Fidelity) and magically you lose $X cash and your warrant shares disappear while your real stock shares appear.

 
I just think we are well well past irrational exuberance at this point.  And I know the market can stay irrational longer than you can stay solvent.  I’m not suggesting running out and maxing SPXU.  I think there is a giant amount of risk out there.  “Everything” In the market is so damn expensive but Milk/Gas has no inflation in it because Average people Don’t have the Money.

just a huge disconnect in my mind.  Feels like 2006 again.

my suburban home just got priced out at Zillow up 15% this year.  BTC is up 500%.  Market higher than January but Covid (and fed, I get it). 
 

makes no sense

 
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I just think we are well well past irrational exuberance at this point.  And I know the market can stay irrational longer than you can stay solvent.  I’m not suggesting running out and maxing SPXU.  I think there is a giant amount of risk out there.  “Everything” In the market is so damn expensive but Milk/Gas has no inflation in it because Average people Don’t have the Money.

just a huge disconnect in my mind.  Feels like 2006 again.

my suburban home just got priced out at Zillow up 15% this year.  BTC is up 500%.  Market higher than January but Covid (and fed, I get it). 
 

makes no sense
I hope you’ve stayed invested throughout. Been a heck of year in this thread even if you ignored 75% of it.

I agree but honestly that’s why I really like owning individual companies. I look at DoorDash and go that’s a ####ty investment. I will never own it but it was hot as crap and still triple what the initial IPO valuation was. There’s a ton of froth because a lot of people don’t get that 80-90% of all these EV (insert an hot sector here) companies won’t do crap.

 
And out except one share.  10% gain in a day is too good for me to pass up.  Thanks for the heads up.
These hot new volatile companies can be fun sometimes.  ABNB, LAZR & AI, were all less than a day later 10% gainers for me.   Been on the other side of them before though too....

 
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I just think we are well well past irrational exuberance at this point.  And I know the market can stay irrational longer than you can stay solvent.  I’m not suggesting running out and maxing SPXU.  I think there is a giant amount of risk out there.  “Everything” In the market is so damn expensive but Milk/Gas has no inflation in it because Average people Don’t have the Money.

just a huge disconnect in my mind.  Feels like 2006 again.

my suburban home just got priced out at Zillow up 15% this year.  BTC is up 500%.  Market higher than January but Covid (and fed, I get it). 
 

makes no sense
Like @stbugs said that's why I'm in individual companies.  Where else are you going to put your money with rates so low?  Here's a list of five companies that are dirt cheap...

T - Earnings steady.  Price is a 25% discount to last year.  Oh...how about a 7% dividend.

KR - P/E of 8, at or below historical norms.  20% off it's high.  People are going to eat.

EURN and DHT - 15-18% dividends.  Trading at a south of 3.  Oil is not going away any time soon.

CVS - It's run lately but still a P/E of 11.  They have stores everywhere and people are always in there.

TSN - Another P/E of 11 with close to a 3% yield  Trading over a 1/3 discount to last year.  People still eat chicken.

Also if the average person doesn't have money, how can Disney have 73 million subscribers in roughly a year?

 
Like @stbugs said that's why I'm in individual companies.  Where else are you going to put your money with rates so low?  Here's a list of five companies that are dirt cheap...

T - Earnings steady.  Price is a 25% discount to last year.  Oh...how about a 7% dividend.

KR - P/E of 8, at or below historical norms.  20% off it's high.  People are going to eat.

EURN and DHT - 15-18% dividends.  Trading at a south of 3.  Oil is not going away any time soon.

CVS - It's run lately but still a P/E of 11.  They have stores everywhere and people are always in there.

TSN - Another P/E of 11 with close to a 3% yield  Trading over a 1/3 discount to last year.  People still eat chicken.

Also if the average person doesn't have money, how can Disney have 73 million subscribers in roughly a year?
What is T and KR?

 
I hope you’ve stayed invested throughout. Been a heck of year in this thread even if you ignored 75% of it.

I agree but honestly that’s why I really like owning individual companies. I look at DoorDash and go that’s a ####ty investment. I will never own it but it was hot as crap and still triple what the initial IPO valuation was. There’s a ton of froth because a lot of people don’t get that 80-90% of all these EV (insert an hot sector here) companies won’t do crap.
I’ve been 100% invested up until 2 weeks before the election.  On the sidelines ever since.  Only thing I missed was the pop in MGM from 25 to 30 and TSLA 420 to 600.  Rest of the portfolio isn’t up that much and I’ve enjoyed not having to worry.

I already told myself I’m staying in the sidelines until after he new year no matter what

 

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