Stock Thread (21 Viewers)

[SouthJersey]

I was considering it, but talked out of it by a lot of the good posters here noting that WORK is still trading at a discount to merger value. 

Makes sense.  i just did the math and based on the cash + $CRM price I'd be leaving a few hundred bucks on the table if I just sold $WORK today.

 

[CR69]

Trailing you on this one for a few thousand shares

Same here. Hopefully TRUFF is a fun trip for all of us. 

 

[Don Hutson]

CBBT = $.06

 

[pecorino]

CBBT up to .06

I'm up 705%. Wish I had bought more than 10,000 shares. Cost basis is only .00795.

Stocks are funny. 

I got in with 100000 shares at $0.007 and bailed when it hit a penny. I’m not usually a FOMO guy but I’m feeling left out on the $4K that was left on the table. 

 

[BassNBrew]

Bashnbezos? More like CASHnbezos wacka wacka 

@BassNBrew

New York Jets won yesterday too.  

 

[Nigel]

Doubled up my HGEN position

 

[Lacey]

Doubled up my HGEN position

Why is it down?  Best I can tell the received a patent and are down 20%.  This is based on 6 seconds of research.

 

[Caesar]

AITX up over 150% at one point today. Back down to up 80% on a dip. 
i think this will run for a bit with some profit taking. I’m freerolling 100k shares. 
 

entry point?

 

[Dwayne Hoover]

Anyone sitting on shares of $WORK?  Have you sold since the acquisition announcement or are you waiting it out for the cash + $CRM shares?

Holding but thinking about exit plan.  I definitely don't plan on being in CRM for that long.

 

[Zegras11]

I think you are correct. Stupid Fidelity evidently added a zero. I started to worry when I could not move 20,000 at the ask of .94

Can I have my like back please.

 

[General Malaise]

Yeah it's wonderfully illiquid. Someone bought some at .5 the other day so it looked like it was up something like 50%. 

It's a canadian stock and Canada is closed today, eh.

 

[Lomez]

It's a canadian stock and Canada is closed today, eh.

Effin communists 

 

[-OZ-]

So, how many of you are invested in aerocentury?

(I'm not, mostly because i had never heard of it but I like the concept)

 

[-OZ-]

Why is it down?  Best I can tell the received a patent and are down 20%.  This is based on 6 seconds of research.

Woah guy, you're putting way too much work into this

 

[CR69]

Holding but thinking about exit plan.  I definitely don't plan on being in CRM for that long.

Why don't you want to hold CRM long term? Seems like a great data play imo. 

 

[stbugs]

So, how many of you are invested in aerocentury?

(I'm not, mostly because i had never heard of it but I like the concept)

I saw that too since it was on the trending list. It’s not a good stock. It’s absolutely like those previous random Chinese stocks that went through the roof even though their financials were awful. This is absolutely the case of some RH/wsb/manipulators. The company even responded and said they had no idea what was going on with the share price. Low volume, low market cap = people can join in and bid it to the moon. I’m assuming the people who started it have already sold out so some poor schlubs who were last in will get hammered. Based on the volume and average price, roughly $500M traded on a stock that started the day at $5Mish market cap.

Looks like it was halted at 11am. Feel bad for the people who jumped in right before the halt and didn’t sell quick enough.

 

[beef]

MRNA dipping big again.  Buy limit set at 113.

Not sure I'll buy more unless it go sub 100.  Have a feeling that is where its going...

 

[hooter311]

Should have got on this crypto train a lot harder a few weeks ago.  @hooter311 you think we will see pullbacks below this level in the near future or better to jump on now?

Any pullbacks would be temporary as I think we are still very early in this bull cycle.  Dollar cost averaging over a several day period probably the safest way to get in.

The supply crisis is looming!  

 

[Lomez]

Any pullbacks would be temporary as I think we are still very early in this bull cycle.  Dollar cost averaging over a several day period probably the safest way to get in.

The supply crisis is looming!  

What do you think happens when the Mt Gox payouts occur? Potential for the market to be flooded, at least in the s-t, no?

 

[stbugs]

Bashnbezos? More like CASHnbezos wacka wacka 

@BassNBrew

Nice move today. Keeping me not so bad since it’s growth stock haircut day.

 

[Lomez]

Nice move today. Keeping me not so bad since it’s growth stock haircut day.

I basically think of msft, amzn, and aapl as my bond investments anymore. 

 

[stbugs]

I basically think of msft, amzn, and aapl as my bond investments anymore. 

Yep, that’s what I said before. It’s my conservative investment. 

 

[hooter311]

What do you think happens when the Mt Gox payouts occur? Potential for the market to be flooded, at least in the s-t, no?

I really expect the dent to be minimal.  Especially with institutions like grayscale, Microstrategy, square's cash app, and paypal buying up what they can to basically sit and hold.

I do think it could potentially dent the price 1-2k short term but there is already a line around the corner to buy the dip.

 

[BassNBrew]

I basically think of msft, amzn, and aapl as my bond investments anymore. 

Yeah but with Apple and MSFt you are getting Irvine and Charlotte.  With Amzn you are buying into Philly.

 

[Nigel]

Doubled up my HGEN position

Did not bounce as hoped.

 

[stbugs]

Finally added some SE. So dumb not to have added it earlier at much lower prices but long long term hold.

 

[BassNBrew]

Finally added some SE. So dumb not to have added it earlier at much lower prices but long long term hold.

It's a partial sell at $220 for me.  Replaced the shares I sold at $210 today.  

 

[cosjobs]

Did not bounce as hoped.

A little bit of an after hours bump. Its almost to what I paid when you mentioned it upthread. Worth a shot

 

[BassNBrew]

Didn't realize DOCU got crushed today.  Trying to get a starter position going AH.

 

[Lacey]

Any pullbacks would be temporary as I think we are still very early in this bull cycle.  Dollar cost averaging over a several day period probably the safest way to get in.

The supply crisis is looming!  

Do you see getting into things like GBTC or HVBTF being equivalent to buying Bitcoin/good way to gain exposure, or do they have different outlooks?

 

[hooter311]

Do you see getting into things like GBTC or HVBTF being equivalent to buying Bitcoin/good way to gain exposure, or do they have different outlooks?

GBTC is the gold standard for btc exposure.

I'll do a full write up by morning with everything crypto related that makes up my portfolio and watch list for reference.

May we all be prosperous!

 

[McBokonon]

Position started. Up on nearly 5X volume, might be getting discovered.

$IMMR traded up 5.5% on 16X volume today and is up another 9% or so AH. I’m not saying it’s time but I’m also not saying it’s not.

 

[Desert_Power]

Didn't realize DOCU got crushed today.  Trying to get a starter position going AH.

A lot of things got smacked around today. May be adding to more of these if this continues.

 

[SFBayDuck]

I switched up my retirement fund allocations in March to include 10% in a REIT fund (good timing, eh?).  As it's greatly underperformed the market, it now makes up only 4% of my portfolio.  Conventional wisdom would say to rebalance and sell some of my better forming funds and put some more into REITs, as that's how, over the long term, you sell high and buy low.  

Thoughts?  If a good idea, any particular REITs or funds that you like?

 

[drunken slob]

I switched up my retirement fund allocations in March to include 10% in a REIT fund (good timing, eh?).  As it's greatly underperformed the market, it now makes up only 4% of my portfolio.  Conventional wisdom would say to rebalance and sell some of my better forming funds and put some more into REITs, as that's how, over the long term, you sell high and buy low.  

Thoughts?  If a good idea, any particular REITs or funds that you like?

Back in June I made REIT list to watch. Through my research, I came to believe the best sector was the "Data Center" offerings. I didn't do any ETF research. 

Here's a link to a spot that lists a lot of REITs (this link in particular goes to the Data Center quotes):

https://www.reit.com/what-reit/reit-sectors/data-center-reits#:~:text=Data Center REITs. Data center REITs own and,uninterruptable power supplies%2C air-cooled chillers and physical security.

 

[KGB]

I have both GOEV and GEVO on the watch list.  

GOEV still falling. What are your thoughts on the buy?

My thought is I wish I hadnt tried to catch the falling knife LOL

 

[McBokonon]

I switched up my retirement fund allocations in March to include 10% in a REIT fund (good timing, eh?).  As it's greatly underperformed the market, it now makes up only 4% of my portfolio.  Conventional wisdom would say to rebalance and sell some of my better forming funds and put some more into REITs, as that's how, over the long term, you sell high and buy low.  

Thoughts?  If a good idea, any particular REITs or funds that you like?

Is there a minimum yield you're looking for? If not, tower REITs like AMT and data center REITs like EQIX have pulled back recently. Not crazy yields like some real estate REITs but they're still growing.

 

[Desert_Power]

Back in June I made REIT list to watch. Through my research, I came to believe the best sector was the "Data Center" offerings. I didn't do any ETF research. 

Here's a link to a spot that lists a lot of REITs (this link in particular goes to the Data Center quotes):

https://www.reit.com/what-reit/reit-sectors/data-center-reits#:~:text=Data Center REITs. Data center REITs own and,uninterruptable power supplies%2C air-cooled chillers and physical security.

I own EQIX from that list and AMT which is also a little more related to data/tech than traditional REITs.

I still think there is a lot of uncertainty (but plenty of hot takes) about the future of office work and physical retail, things a lot of REITs are full of.

 

[Bobcat10]

Added more BFT. 

If you don't mind me asking, what are you rocking here?  I've got 100 @ $14.41 currently.  My original plan was to have a little more invested in it, but I didn't jump on the pre-Xmas 14's like I should have.  It's nice having a little bit of cash for the next play though.  

 

[drunken slob]

I own EQIX from that list and AMT which is also a little more related to data/tech than traditional REITs.

I still think there is a lot of uncertainty (but plenty of hot takes) about the future of office work and physical retail, things a lot of REITs are full of.

I have no shares of any REIT. I want to see how New York, Los Angeles and San Francisco shake out. 

With companies like Oracle, Tesla and HP (could be wrong), announcing intentions or already making moves out of California and financial companies moving some or all operations out of New York, I'm staying on the sidelines for the time. 

 

[KGB]

I think you are correct. Stupid Fidelity evidently added a zero. I started to worry when I could not move 20,000 at the ask of .94

OH MAN

 

[McBokonon]

If you don't mind me asking, what are you rocking here?  I've got 100 @ $14.41 currently.  My original plan was to have a little more invested in it, but I didn't jump on the pre-Xmas 14's like I should have.  It's nice having a little bit of cash for the next play though.  

I'm at 300 shares at $13.20. 300 shares tends to be where I max out at SPACs. I think I'm done adding until the symbol change and an earnings report or two.

 

[Charlie Harper]

$IMMR traded up 5.5% on 16X volume today and is up another 9% or so AH. I’m not saying it’s time but I’m also not saying it’s not.

What do you like IMMR? Is this the PS5 company?

 

[McBokonon]

What do you like IMMR? Is this the PS5 company?

Yep. Won't report until March and the price hasn't reflected the record PS sales really, and the universal almost fawning praise for the controller can't be ignored. Risky play but they seem to have hit upon something. They're also being used for auto, wearables, etc. 

Decent twitter thread on it

 

[Charlie Harper]

Yep. Won't report until March and the price hasn't reflected the record PS sales really, and the universal almost fawning praise for the controller can't be ignored. Risky play but they seem to have hit upon something. They're also being used for auto, wearables, etc. 

Decent twitter thread on it

What's your target price? According to their 2019 reports they're licensing to pretty much every big brand out there already: Apple, LG, Google, Sony, Panasonic. So not sure where else they go long term. Lifetime there's been 113 million PS4 consoles sold (2013). I think read they get 0.50 for every controller. If they sell 2 controllers for every console that's a little more than $16 million per year average. Again I'm all new at this stuff but just wondering what you're thinking.

 

[Capella]

Yep. Won't report until March and the price hasn't reflected the record PS sales really, and the universal almost fawning praise for the controller can't be ignored. Risky play but they seem to have hit upon something. They're also being used for auto, wearables, etc. 

Decent twitter thread on it

Ok I like this controller so much I’m in tomorrow for a small amount. 

 

[McBokonon]

What's your target price? According to their 2019 reports they're licensing to pretty much every big brand out there already: Apple, LG, Google, Sony, Panasonic. So not sure where else they go long term. Lifetime there's been 113 million PS4 consoles sold (2013). I think read they get 0.50 for every controller. If they sell 2 controllers for every console that's a little more than $16 million per year average. Again I'm all new at this stuff but just wondering what you're thinking.

I don’t do target prices, but it’s not just the PS5 stuff in a vacuum, it’s a play on their fairly new patents and the possibility that they might be the best at this now , and haptics are becoming part of so much more across several industries. Just with Sony, they’ll start getting cuts of their VR stuff, too. They’re making inroads into vehicles and wearables. But a lot of this is a gamble that the fact the PS5 controller is crushing it so hard will simply lead to more business. 

 

[The General]

In on IMMR. Meant to pick some of this up when it was brought up awhile ago. Thanks for the info.

 

[TripItUp]

I'm in a large cash position after pocketing some gains.  Am considering the following stocks, some SPACs, some ARK plays.  I'll try to post more info about why tomorrow as I am a bit worn out tonight.

Stocks/SPACs I'm targeting this week

• NIU 
  
• JD
  
• BEAM
  
• SSPK
  
• INAQ
  
• BTWN
  
• STIC
  
• GOOGL
  

Current Holdings

• DKNG
  
• BTC
  
• SI 
  
• CRSP
  
• FLIR
  

 

[Dwayne Hoover]

Why don't you want to hold CRM long term? Seems like a great data play imo. 

Honestly, nothing against CRM, just would rather use this money somewhere else.