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Stock Thread (9 Viewers)
- Thread starter St. Louis Bob
- Start date
Capella
Footballguy
Not sure I believe this any longer. I would still bet green but no where near as confident as I was.
Bossman
Footballguy
Good luck to the longs. It will be interesting to see if the market reacts.
I’ll say this would be a different treatment option than others being explored. It’s good to see CYDY listed in the link.
https://www.genengnews.com/a-lists/how-to-conquer-coronavirus-top-35-treatments-in-development/
OKTA, MDB, TTD, TWLO, APPN, ZM and Amazon are ones I have decent sized positions in that are still up a good chunk. Also have some SEDG, ZS and FSLY. Definitely been getting killed lately as most have (outside of ZM and SEDG), but still like all of them and have added some biotech/genetic/healthcare companies after the drop. Still have a nice chunk of cash (20%) that I will definitely put into play if we go another 10-15% down. Take for instance, HQY. They raised 2020 revenue and earnings estimates and before the drop they jumped to $86. They had $290M revenue for 2019 and said at the end of January that 2020 revenue would be $530M+ and 2021 revenue would be $810M+. They are now at $62 and likely going down in the $50s. It's not guaranteed, but seeing them at $100+ in 2021 should happen. OKTA just had an amazing quarter and is only down because of the dip. If you are looking 5 years out, lots of potential. It'll suck a lot short term, hopefully this won't be a bad thing because it would be terrible to have a lot of people die and I really hope my family isn't affected, but long term there's a lot of really good high growth companies that have reported really good things that have been hammered. HUBS is another that had amazing results just a few weeks ago and is down almost 20% just so far after their pop from great earnings.
Lots of others on my watch list as well, but not enough money to buy them all! I'm not a market timer or have time to watch every minute so I'm just looking at things that can go up 5x long term and hope you hit on some that go nuts. I wish I had had more money to play around a decade ago, but it's really been the past 4-5 years that I've been able to roll over and build up my non-retirement accounts enough to really invest in individual stocks. 15 (10 if lucky) years left before retirement, so this year is still just a blip and even in retirement, will still be invested heavily.
cosjobs
Footballguy
cosjobs
Footballguy
There's a reason why most of the stocks I've got right now are likely to benefit from a change in behavior. It may go back, but I agree that some industries will be scarred and those aren't the ones I plan to invest in as value stocks. I wouldn't ever go on a cruise again. Didn't like them before instead of going to a resort and now there's another reason why I wouldn't go on them. Maybe they recover, but it's going to be a while and maybe they'll be better set up and people will take more precautions, but I think they could be permanently hit. Air travel as well. I own a bunch of ZM and I think video meetings may permanently be more frequent than they would have been before the pandemic. Same with AMZN. People having products delivered may now be permanently higher than they would have been prior to the pandemic. There will definitely be some permanent behavior shifts.
To all or Disney? I wouldn't buy Disney yet just because they have physical properties that are getting hit. Cloud/tech/healthcare stocks IMHO are a great place to be. Not saying there won't be more short term negative (I'm still sitting on my 20ish% cash), but 4-5 years out I think they'll be solid. I hate to be crass, but investing wise, this pandemic will actually help most of these companies. More working from home, working online, streaming, etc.
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eaganwildcats
Footballguy
I stumbled into the Discord today - what a mess. Let's get some put option strategies going in here :mansion:
culdeus
Footballguy
What do you mean end? I've been trimming long term bond position and buying short terms. There is a theoretical max a LTB can achieve due to spreads, we are near it.
cosjobs
Footballguy
End its run up from the last couple of weeks.
I want safety. Should I move to cash or inflation protected treasury bonds?
![[icon]](/data/avatars/m/5/5167.jpg?1660313464){kind=avatar}
GoBirds
Footballguy
Where are we at from the all time highs? I could see us clearing 20% for sure, well overdue. If not this week then soon.
TripItUp
Footballguy
culdeus
Footballguy
cosjobs
Footballguy
I don't think my 401K offers that.
I can go pre-mixed funds for 5, 15, 25 and 45 to ( I have about 10% in 5 to go, nothing else
Otherwise:
Interest Income Fund
Investment Grade Bond Index Fund
Inflation Protected TreasuryIndex Fund (Currently about 40%)
Long Term Govt Bond Index Fund (50%)
and a bunch of stock market funds I want to avoid for now, same with Emerging Markets, Commodities, and REIT Index Fund
or move to cash
Sand
Footballguy
Sand
Footballguy
culdeus
Footballguy
cosjobs
Footballguy
SO to be as safe as possible, would you recommend moving some/all of the LTBG into IGBI?
I'm stunned and happy with the 20% I've made in the last 3 weeks, but if it might now be in jeopardy, I'd much rather just put it somewhere safe.
proteus126
Footballguy
I think we will reach a functional bottom in the next 2-3 weeks. At whatever level it ends up being (20k, 22k, what-have-you).
I moved to cash from bond funds I was in on Friday. I'm not greedy. Don't want to be holding them on that 1st day that they turn because it will probably be a violent loss. I'm now getting the plan together to move into stocks as the herd leaves them.
TLT still a rocket ship. Up 7% pre-market. Man, no one saw that coming but it's now at the same nosebleed levels the NAZ was in right before this meltdown started.
Bossman
Footballguy
Up $10k on these 100 TVIX shares holding from Friday.
Considering locking in profit here but my gut tells me this continues to rip.
Wish I held all 300 shares = would have been $30k this morning
Phil Elliott
Footballguy
2yr treasury rate now negative.
Capella
Footballguy
proteus126
Footballguy
Hold... HOLD...
shader
Footballguy
beef
Footballguy
Auto halt when triggers hit. Is the only other option to freeze trading an order from the WH?
ericttspikes
Footballguy
proteus126
Footballguy
At work so can't watch. What intervention are they begging for? Market intervention, or something else? The market is just going to have to play this out.
tommyGunZ
Footballguy
Govt needs to get the tech health care heads together to figure this out.
How about a trillion dollar bond?
Govt should start building hospitals like there doing in China.
Mnuchin needs to come out and calm the markets.
How about a payroll tax holiday.
etc.....
