Stock Thread (28 Viewers)

[KCitons]

I don't know but I've been reallocating a bit lately into bonds.  Feels like throwing money away but I'm over 90% stocks in my retirement accounts right now. 

Loving me some CARA still.  Down over $1 (over 5%) from its high earlier today but it's been a fun ride up. 

I just flipped everything this morning. I was 80% invested in stocks prior. 

I may miss out on a few good days, but I wanted to protect most of our gains.

 

[eoMMan]

Oh, hello.....cobalt.

https://www.bloomberg.com/news/articles/2017-03-08/cobalt-steps-out-of-the-shadows-as-glencore-s-new-star-player

 

[General Malaise]

Oh, hello.....cobalt.

https://www.bloomberg.com/news/articles/2017-03-08/cobalt-steps-out-of-the-shadows-as-glencore-s-new-star-player

Say, I know a guy based in Tualatin, Oregon!

 

[Mario Kart]

Oil and other commodities have been taken hits left and right. Stocks go up and oil goes down. 

 

[pecorino]

I'm a bear in these times so I might be seeing things, but is anyone else sensing a ***** in the armor over the past several days?

 

[culdeus]

Oil and other commodities have been taken hits left and right. Stocks go up and oil goes down. 

Oil is on a pretty sustained run with a pullback about every 3 mos.  Not panicking quite yet. 

 

[Mario Kart]

Oil is on a pretty sustained run with a pullback about every 3 mos.  Not panicking quite yet. 

Nah, me either. Just odd that it is pulling back when most is pulling forward. Then again, most of whats pulling forward is "speculation" for now. The Fed probably raises rates but will they go 1/4 or possibly a 1/2 to test the system? I haven't contributed money to my IRA yet this year so I'm waiting anyway. Should have bought AAPL and FB in 2012 like I told everyone to do. Oh well.

 

[fantasycurse42]

I'm a bear in these times so I might be seeing things, but is anyone else sensing a ***** in the armor over the past several days?

Meh, when a big selloff comes, there is no warning, it hits and wipes out 3-500 points in a day. I've got no bias right now and wouldn't be surprised to see it march higher. 

 

[-OZ-]

Loving me some CARA still.  Down over $1 (over 5%) from its high earlier today but it's been a fun ride up. 

Waited a little too long but not bad - sold at $15.41 yesterday after buying at $9.16 December 20. 

It's down to $14.64 right now.  Will probably jump back in if it crosses  $12.

 

[St. Louis Bob]

EVERYBODY PARRRRRRR-TTTTAAAAAAAY!!!!!

 

[St. Louis Bob]

My adds over the last month:

GM
F
UAA
BF-A
TWLO

 

[The Hank]

.

 

[The Hank]

Dipping my toe into the water:

SNAP

RST

SIRI

 

[Bob Sacamano]

Anyone here particularly knowledgeable about MMI?

 

[St. Louis Bob]

Put a pretty good size hedge on TVIX on Monday.

 

[St. Louis Bob]

Put a pretty good size hedge on TVIX on Monday.

Just sold at $41.xx   Too nice of a gain to pass up. 

 

[St. Louis Bob]

Rolling the dice with SDOW now.

 

[NREC34]

Balls deep in MZOR 

today was a good day

 

[NREC34]

Another beautiful day

 

[St. Louis Bob]

Another beautiful day

NICE

 

[St. Louis Bob]

The value of my house has increased 27% in six years.  This seems alarming coupled with relaxed regulations.  Anybody have an opinion on this?

 

[pecorino]

The value of my house has increased 27% in six years.  This seems alarming coupled with relaxed regulations.  Anybody have an opinion on this?

We bought a retirement home/rental in Florida five years ago, near the bottom. I just checked Zillow today and it's up about 50%, and I don't think Zillow has that right. We did a lot of work inside and also other comps are going even higher. The gains are really dependent on location, though. In our old town, appreciation is probably about 15% in five years (Pittsburgh).

 

[St. Louis Bob]

I'm up 33% in 3 years. But just today I looked up my domestic REIT chart, and it's dipping below the moving average I'd set. So, might be reducing that allocation in my portfolio.

I sold my IGR holding last week.  Heck my OP didn't even include rising interest rates.

 

[NREC34]

All out of MZOR for now. What a run. Hope to get back in around 25

 

[St. Louis Bob]

AAPL has been so sweet.  @John Bender do you still have a lot?  I know you were adding when I was.

Also buying more AMZN up to 45 shares at $766.24.  Want to get to 60 if we can get a a little pullback.

This has been a sick run.

 

[St. Louis Bob]

Also   PNRA  @Bob Sacamano

 

[Bob Sacamano]

Give me back my Paradise Bakery, you evil corporate bastards.

 

[St. Louis Bob]

Give me back my Paradise Bakery, you evil corporate bastards.

I was over in your neck of the woods today which is rare. Nice area. 

 

[John Bender]

AAPL has been so sweet.  @John Bender do you still have a lot?  I know you were adding when I was.

Also buying more AMZN up to 45 shares at $766.24.  Want to get to 60 if we can get a a little pullback.

This has been a sick run.

Ya man - some guy in here was debating selling his load last Spring, I told him to at least wait til the Fall because he was nuts to sell before the new iPhone release.

It's 34% of my holdings - I've made more with just AAPL in 17 months than my fiance has having her life savings in a managed account for 3 years.

AAPL is da god.

 

[Bob Sacamano]

I was over in your neck of the woods today which is rare. Nice area.

That can't be right. 

 

[St. Louis Bob]

Ya man - some guy in here was debating selling his load last Spring, I told him to at least wait til the Fall because he was nuts to sell before the new iPhone release.

It's 34% of my holdings - I've made more with just AAPL in 17 months than my fiance has having her life savings in a managed account for 3 years.

AAPL is da god.

Cool. Hope you've been well GB. 

 

[St. Louis Bob]

AAPL has been so sweet.  @John Bender do you still have a lot?  I know you were adding when I was.

Also buying more AMZN up to 45 shares at $766.24.  Want to get to 60 if we can get a a little pullback.

This has been a sick run.

Bought more AMZN this morning so 50 at $766.40.  Ripping today 

 

[St. Louis Bob]

Give me back my Paradise Bakery, you evil corporate bastards.

I had a Baco  Turkey Bravo for lunch. That's a seriously great sandwich. 

 

[St. Louis Bob]

Poke here. I've been big on Poke for a while, there was a food truck serving "sushi burritos" and poke every week at my office going back to 2011, and I lived off that stuff.

Now, last 18 months, the brick&mortar poke scene has exploded in Los Angeles. They're everywhere. A new one or five opens every week. I went to one out on the edge of the Valley on Saturday, when I was in the neighborhood, it was in a tiny little corner of an out-of-the-way strip mall, and the lines were out the door.

Looks like they're super cheap and super profitable to run. Couple of rice makers and you're in business... since you don't have to worry about cooking the fish. Less training for the staff than a Subway or Chipotle. Been growing out of LA into Houston and NYC in the last six months.

Sadly, a quick search didn't turn up any that are publicly traded, or, I'd drop a few racks into them.

Huh, never heard of them but that isn't exactly unusual here in Miz-er-a. 

 

[Aaron Rudnicki]

Poke here. I've been big on Poke for a while, there was a food truck serving "sushi burritos" and poke every week at my office going back to 2011, and I lived off that stuff.

Now, last 18 months, the brick&mortar poke scene has exploded in Los Angeles. They're everywhere. A new one or five opens every week. I went to one out on the edge of the Valley on Saturday, when I was in the neighborhood, it was in a tiny little corner of an out-of-the-way strip mall, and the lines were out the door.

Looks like they're super cheap and super profitable to run. Couple of rice makers and you're in business... since you don't have to worry about cooking the fish. Less training for the staff than a Subway or Chipotle. Been growing out of LA into Houston and NYC in the last six months.

Sadly, a quick search didn't turn up any that are publicly traded, or, I'd drop a few racks into them.

pretty big in Chicago as well. Lines are ridiculous since the place near me opened maybe 6 months ago or so.

 

[St. Louis Bob]

Bought more AMZN this morning so 50 at $766.40.  Ripping today 

 

[fantasycurse42]

Poke pretty big here too. 

Isn't it just a new fancy word for sliced sashimi? 

 

[fantasycurse42]

I'm amazed when people are selling it during earnings, like it isn't going to bounce right back.

 

[St. Louis Bob]

I'm amazed when people are selling it during earnings, like it isn't going to bounce right back.

Yep, next stop $1000 then probably a split after earnings.

 

[metoo]

Ya man - some guy in here was debating selling his load last Spring, I told him to at least wait til the Fall because he was nuts to sell before the new iPhone release.

It's 34% of my holdings - I've made more with just AAPL in 17 months than my fiance has having her life savings in a managed account for 3 years.

AAPL is da god.




 

I think that may have been me. I took the advice and didn't sell.

 

[St. Louis Bob]

I think that may have been me. I took the advice and didn't sell.

Nice, me either.

I saved this link.  Ha ha screw you Ichan!!!

 

[St. Louis Bob]

I'm amazed when people are selling it during earnings, like it isn't going to bounce right back.

Just heard some jokers have a $1250 price target and expect a AWS spinoff.  @Drifter think there's any chance this happens?

 

[fantasycurse42]

Just heard some jokers have a $1250 price target and expect a AWS spinoff.  @Drifter think there's any chance this happens?

That seems a little nuts as of now, wouldn't that give them a market cap of close to $650B? 

I do like $1,000. I started building before the earnings, and then bought on the fall, I'm at an average of $820.

 

[St. Louis Bob]

Also   PNRA  @Bob Sacamano

 

[fantasycurse42]

Been debating buying Gilead for some time now, really want to initiate a position here. 

Obviously could be a value trap, but when you factor cash on hand, they're currently trading at a P/E of about 4. I think they'll start doing something beyond buybacks with that mountain of cash they're sitting on, they have to.

 

[fruity pebbles]

Been debating buying Gilead for some time now, really want to initiate a position here. 

Obviously could be a value trap, but when you factor cash on hand, they're currently trading at a P/E of about 4. I think they'll start doing something beyond buybacks with that mountain of cash they're sitting on, they have to.

Been on my watchlist as well but i hate trying to catch a falling knife

 

[St. Louis Bob]

Been debating buying Gilead for some time now, really want to initiate a position here. 

Obviously could be a value trap, but when you factor cash on hand, they're currently trading at a P/E of about 4. I think they'll start doing something beyond buybacks with that mountain of cash they're sitting on, they have to.

Been on my watchlist as well but i hate trying to catch a falling knife

It has been relatively flat for some time.  Been holding some myself collecting dividends.

 

[The Big Guy]

It has been relatively flat for some time.  Been holding some myself collecting dividends.

I am too.  In for 305@85.83 ouch and waiting for the bounce back to a normal range for a pharma stock.  Thankfully it has a 3% dividend to keep me from losing my mind

 

[St. Louis Bob]

I am too.  In for 305@85.83 ouch and waiting for the bounce back to a normal range for a pharma stock.  Thankfully it has a 3% dividend to keep me from losing my mind

Ouch indeed. I have 70 at $68.49

 

[fantasycurse42]

AMZN