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Stock Thread (17 Viewers)

fantasycurse42 said:
Anyone own Western Digital? 
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I started a position, exactly 38 shares, in my gf's IRA on 12/26 and then it just kind of went nuts. I wanted to wait until the new year to add but waiting for a pullback has failed.  Now I just add where it is or sell it and lock profit in, small as it is. 

Why, what do you think?

 
culdeus said:
Maybe I'll take a TVIX position just to lose some money to know how it feels.
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I'm attempting to wrap my head around this TVIX.

From what I can gather ... this is the Jerry Seinfeld Show of stocks. A show/stock about nothing .... it's not a company. It's not a product. but somehow it's good and people go back for more episodes. 

To the point it becomes day-traders crack ... and SLB is hooked.

so now I'm afraid to try it. Anyone care to explain how TVIX works? or why it works?

 
dschuler said:
I'm at the point where I just want to put everything and margin in FANGM (FB, APPL, AMZM, NFLX, GOOG, MSFT) and forget about it.  This run is getting ridiculous. :angry:
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Right? I'm up a fortune. Sooooo easy.

 
Bossman said:
I'm attempting to wrap my head around this TVIX.

From what I can gather ... this is the Jerry Seinfeld Show of stocks. A show/stock about nothing .... it's not a company. It's not a product. but somehow it's good and people go back for more episodes. 

To the point it becomes day-traders crack ... and SLB is hooked.

so now I'm afraid to try it. Anyone care to explain how TVIX works? or why it works?
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You are trading on the amount of spread between short and long term futures.  

In a rapidly collapsing market the volatility in the actual market drives future spreads apart creating "value"

This can be fleeting. 

 
Has there ever been a run like this before?  What fundamentals could possibly be keeping it going other than it's own momentum?  We're deeper in debt than ever, our trade imbalance isn't great, and we're totally divided as a country.

I get that tax rates were lowered, interest rates are low, and companies have cash, but they've had all those before and I just don't recall anything like this. 

 
Plorfu said:
I started a position, exactly 38 shares, in my gf's IRA on 12/26 and then it just kind of went nuts. I wanted to wait until the new year to add but waiting for a pullback has failed.  Now I just add where it is or sell it and lock profit in, small as it is. 

Why, what do you think?
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I’m a fan...

Picked up a small amount in the mid $80’s in an account I have for long time holds. Really wish I picked up a lot more. 

Like what they’re doing, and if they continue to execute - I see no reason that this doesn’t pick up at least 10-15% for the year as long as the market doesn’t roll over.

 
James Daulton said:
Has there ever been a run like this before?  What fundamentals could possibly be keeping it going other than it's own momentum?  We're deeper in debt than ever, our trade imbalance isn't great, and we're totally divided as a country.

I get that tax rates were lowered, interest rates are low, and companies have cash, but they've had all those before and I just don't recall anything like this. 
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I'm new here. This isn't normal?

Figured I was gonna retire young at this pace.

I'm afraid that when it does finally turn to correct itself, it will be a steep slope down ... ya'll will be like these guys:

Market Fail

 
St. Louis Bob said:
So it sounds like Kudlow might be a candidate for the position? 

Larry seems like a nice guy but I disagree with just about everything he stands for. 
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It sounds like this is closer to reality.  Another guy that will never, ever, tell Trump he's wrong about anything.  This should be interesting.

 
fantasycurse42 said:
Opinions on this statement:

AAPL has been rallying bc that is where money feels comfortable in the chance of a market correction.
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I am stunned with how many people are just shrugging off the 1k phone cost and now they are talking 1400 for the next one, and nobody will blink.  I don't think there is an upper limit to what they can charge for a phone.  People have shifted from buying laptops every couple years to every decade and have shifted that to phones, plus TVs don't cost anything so people are just plowing that spend back into phones.

There is no low cost challenger, they've completely walled off their IOS.  It's over.  

 
Bossman said:
Small company, HZN makes automotive accessories. Mainly trailer hitches for cars and pickup trucks.

http://www.cequentgroup.com/

Stock peaked at $25 Dec 2016 and has seemed to reach the floor here at $9. 

... please note, I'm very new to this and have no idea what I'm doing.
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Does it have $9 in cash per share in the bank?

 
fantasycurse42 said:
Opinions on this statement:

AAPL has been rallying bc that is where money feels comfortable in the chance of a market correction.
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I agreed more back when the P/E was lower but may still be a good option as it is a freaking cash machine. 

Curious for some input from you guys, if you had some cash freeing up from real estate where would you invest in this current market? Any opportunities or stay cash?

For Roth this year go diversified or Amazon or Apple type upside? Amazon was the call last year but catching lightning in a bottle twice could be greedy?

 
culdeus said:
I am stunned with how many people are just shrugging off the 1k phone cost and now they are talking 1400 for the next one, and nobody will blink.  I don't think there is an upper limit to what they can charge for a phone.  People have shifted from buying laptops every couple years to every decade and have shifted that to phones, plus TVs don't cost anything so people are just plowing that spend back into phones.

There is no low cost challenger, they've completely walled off their IOS.  It's over.  
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Doesn’t Samsung sell?

 
culdeus said:
I am stunned with how many people are just shrugging off the 1k phone cost and now they are talking 1400 for the next one, and nobody will blink.  I don't think there is an upper limit to what they can charge for a phone.  People have shifted from buying laptops every couple years to every decade and have shifted that to phones, plus TVs don't cost anything so people are just plowing that spend back into phones.

There is no low cost challenger, they've completely walled off their IOS.  It's over.  
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I’ve read a bunch of conflicting opinions and it really is anyone’s guess - I lean towards more revenue & less units sold... I think after the initial push and the people who had to have it, unit numbers aren’t going to be that pretty in 2018 (or at least spectacular, when they should be as consumers are flushed with credit/cash).

ETA:

I kinda feel as more risks are starting to emerge (inflation, rates, etc.), money is moving here as it offers upside and let’s be honest - should the market suffer a real correction, where else do you feel as secure riding it out as Apple?

 
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Lost in Tillerson leaving is the fact that the guy who takes his place is an IP hawk...

Anyone paying attention to Trump surrounding himself with a bunch of China hawks... His ####### trade advisor wrote a book called "Death by China," eventually they'll flex a little, if only to posture - dangerous game of chicken.

 
Finally dumped any equity I had that sent me a Schedule K-1 (didn't hurt that they've done nothing in a year).  If I do go back to these, I will buy from my IRA fund. 

 
fantasycurse42 said:
Lost in Tillerson leaving is the fact that the guy who takes his place is an IP hawk...

Anyone paying attention to Trump surrounding himself with a bunch of China hawks... His ####### trade advisor wrote a book called "Death by China," eventually they'll flex a little, if only to posture - dangerous game of chicken.
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I should be a CNBC correspondent - this was published 1 minute after I typed this post https://www.cnbc.com/2018/03/13/cramer-picking-pompeo-as-top-us-diplomat-sends-stern-message-to-china.html

Amazing.

 
Bossman said:
Dang ... I shoulda hit that amzn again at 1580. 

Nice little mini correction. Doubt it we'll see it that low again.
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NFLX is up 70% in 2.5 months, AMZN is up 40% - that is unsustainable... 

Also worth noting, AMZN went from $1,498 to $1,265 in 8 sessions during the Feb correction, and this was after monster earnings. 

 
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Is anyone buying GameStop? 

Retail sucks unless you're Walmart or Amazon but with a PE ratio of 4.6, dividend ~ 9.5%, selling near it's annual low, book value per share roughly 1.5x the stock price, decent looking balance sheets, and my video game playing kids love the place.  

I don't know if the company can grow much but it seems a really good value. If it maintains the dividend anyway.

 
Anyone try one of the digital currency index funds? 

I didn't realize such a thing existed until recently.

Seems like an easy way to invest across the board in all the bitcoin and such.

 
Bossman said:
Anyone try one of the digital currency index funds? 

I didn't realize such a thing existed until recently.

Seems like an easy way to invest across the board in all the bitcoin and such.
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If I understood why Bitcoin / crypto is worth $X I'd consider it. I understand the appeal, I don't know what makes it worth a certain amount. 

 
fantasycurse42 said:
Lost in Tillerson leaving is the fact that the guy who takes his place is an IP hawk...

Anyone paying attention to Trump surrounding himself with a bunch of China hawks... His ####### trade advisor wrote a book called "Death by China," eventually they'll flex a little, if only to posture - dangerous game of chicken.
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HELLO, EXACTLY!!! 

Am I the only person or robot on Earth paying attention to this?

Casinos would prob have the odds of a trade war right now lined at +2,000... I'd take that bet and cover around +500.

 
-OZ- said:
Sure there are a few others that have done well. Although Kohl's is kind of surprising. Still, as a whole not the best segment.
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What is the upside for the Game Stop business model?  I'm not sure where their future is when their stores seem to already be most everywhere they'd want to be and games seem to be transitioning more to digital distribution?

 
Bob Sacamano said:
What is the upside for the Game Stop business model?  I'm not sure where their future is when their stores seem to already be most everywhere they'd want to be and games seem to be transitioning more to digital distribution?
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I said the same thing about SBUX about 4,000 stores ago.

 
That's a question coming from a position of ignorance, fwiw.  I legit don't know.  There might be a path forward for them.  I just have no idea what it is/would be right now.  There was a time when I said the same thing about Netflix, as they were deciding to change from dvds to streaming.

 
Bob Sacamano said:
That's a question coming from a position of ignorance, fwiw.  I legit don't know.  There might be a path forward for them.  I just have no idea what it is/would be right now.  There was a time when I said the same thing about Netflix, as they were deciding to change from dvds to streaming.
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That's exactly it imo. Movies are huge in streaming of course. but online gaming -if GameStop can get into that niche, can be bigger. 

 
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