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Stock Thread (60 Viewers)

Days like today suck.  When everything goes down - equity, long bonds, RE, etc. it defeats the whole purpose of spreading things around.  :kicksrock:  

 
Re: GOOGL, I think Youtube is an underappreciated asset as cord cutting grows. At least by me until couple of Thanksgivings ago when the kids who usually go watch TV after dinner asked to be excused to watch Youtube videos.  I'm curious how their own TV service is doing. I keep getting prompted for a trial when I go to find a video.

 
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FSLR going off.  That's what I bought when I couldn't get into CBLLX.  Sometimes frustration turns to elation.  In at $37.50, trading at $58.50 right now.

 
Took a loss on mine back in June on the bump from Curry/Warriors. I was open to re-buying when it stabilized lower, but it seems to be broken and I took off watch list. They lost their identity.  I'd been in and out of it profitably much higher. I  ignored/rationalized some signs when I bought it the last time, like management turnover and the "vanity store" purchase. (FAO Schwarz  space).

 
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Somebody talk to me about GE.  Seems like Flannery is cutting a ton of fat, along with the potential for selling non-core assets.  Is the dividend cut inevitable?  Do we think that assumption is already built in or there's room to fall when it happens?

 
Bob Sacamano said:
Somebody talk to me about GE.  Seems like Flannery is cutting a ton of fat, along with the potential for selling non-core assets.  Is the dividend cut inevitable?  Do we think that assumption is already built in or there's room to fall when it happens?
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I think there's still room to fall. I wouldn't get interested until after the dividend cut, and maybe another quarter after that. Gonna take a long time to turn this battleship.

 
Bob Sacamano said:
Somebody talk to me about GE.  Seems like Flannery is cutting a ton of fat, along with the potential for selling non-core assets.  Is the dividend cut inevitable?  Do we think that assumption is already built in or there's room to fall when it happens?
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Room to fall. exuberance works in both ways. This hasn't bottomed IMO. 

 
Rattle and Hum said:
How dare you guys even suggest it's going lower. Do you know who GE is?
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A great American industrial that was not run particularly well by the previous management. The board appears to be asleep at the switch, as well.

I got my old man in at $16 and change, got him out at $24.11. Can I time markets? No, but over 50% with dividends in six years is better than a sharp stick in the eye.

 
Plorfu said:
Thoughts on CDW? Bought a small position last week at 53.29 and they're at 55.76 after earnings today. So, they're at their 52 week high but all they ever seem to do is produce. It's for my ROTH, where I like to have a lot of dividend growth stocks. They have raised  their quarterly dividend from .0675 to .1075 to .16 where it is now, and they promise more growth here in the future. I'm looking long-term. I kind of want to add some more but wanted to see if anyone else here has them on their radar, too. What am I missing?
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Well, even though none of you turds chimed in I bought more. Today, they increased the dividend to 0.21 (from 0.16) and beat earnings again today, now trading at ~ $70.00. I still feel like they're under the radar in a way. They have their niche and they pretty much dominate it. Adding more today and will likely make it one of my largest holdings in the ROTH next year.

 
Plorfu said:
Well, even though none of you turds chimed in I bought more. Today, they increased the dividend to 0.21 (from 0.16) and beat earnings again today, now trading at ~ $70.00. I still feel like they're under the radar in a way. They have their niche and they pretty much dominate it. Adding more today and will likely make it one of my largest holdings in the ROTH next year.
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$55 to $70 in a few months... I'll concur, should've done some more DD, I'm a turd :kicksrock:

Nice job!

 
kevzilla said:
A great American industrial that was not run particularly well by the previous management. The board appears to be asleep at the switch, as well.

I got my old man in at $16 and change, got him out at $24.11. Can I time markets? No, but over 50% with dividends in six years is better than a sharp stick in the eye.
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Great job! I was just kidding with my post (hope that came through) and professed my bearishness a couple months ago. It's one of those stocks that folks really dig their heels into. Personally, I don't care either way but hope the best for those holding it.

 
Rattle and Hum said:
Great job! I was just kidding with my post (hope that came through) and professed my bearishness a couple months ago. It's one of those stocks that folks really dig their heels into. Personally, I don't care either way but hope the best for those holding it.
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I don't have any particular affinity for them.  I owned them years ago when they were in the teens and looked cheap.  I sold them when I thought they were not anymore.  Not altogether different from kev's story, though on a more compressed timeline and at a lesser % gain.

The extreme cost cutting is what caught my attention.  Profit is hard to generate. If a company can change their bottom line substantially without the need for capital investment and without cutting the workforce, that's reason enough to be interested.  And it should flow through quickly. 

 
Bob Sacamano said:
I don't have any particular affinity for them.  I owned them years ago when they were in the teens and looked cheap.  I sold them when I thought they were not anymore.  Not altogether different from kev's story, though on a more compressed timeline and at a lesser % gain.

The extreme cost cutting is what caught my attention.  Profit is hard to generate. If a company can change their bottom line substantially without the need for capital investment and without cutting the workforce, that's reason enough to be interested.  And it should flow through quickly. 
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I agree with most of this, but disagree on one point, which you didn't say, so I'm making an assumption and you can correct me if I'm wrong.

GE has been a sinking ship, they've gone from $31 to $20 in a time when the DJIA is up about 20%. Always nice to catch a turnaround, but for me personally, I'd rather see it happening before investing than jumping in before it actually happens. Obviously I'll miss out on some good gains, but I'll also avoid larger losses. 

 
Possible head and shoulders pattern in SHOP... I'm yet to buy, but I've been following it closely since about $70. 

Really hoping I can finally get the real pullback and buy it.... around $70 :kicksrock:

 
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