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Stock Thread (27 Viewers)

ConstruxBoy said:
I think the other thing with selling puts is being naked or cash covered. Certainly safer to be cash covered instead of being forced to sell something to raise the funds. But you're tying up cash for awhile, which is not great. It's a tough call. 
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It has to be covered. I would never go naked. 

Disney would be a 6.8% yield on 9500 tied up and receiving $650 in premium. That is a great 6 month return that you would never get in a bank. If it expires worthless. If he is put....he owns the stock at $88.50

EXC would be an 8.50% yield on $3500 tied up and receiving a $300 Premium. Again....a great 6 month return. If he is put...owns the stock at $32.

The General said:
@Todem

I followed you for another bite of the onion. Did you have a specific number you were selling at or was it after percentage gained? 
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Out at 12.45 today. 

We will look to trade it again for quick 7-10% chunks.....it has had a 10% range for days now. In at the lows....out at the highs.

 
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stbugs said:
That and TDOC are two of my head scratchers. I will say that I’m glad I bought ZM instead of TDOC but I had plenty of cash to buy TDOC at the exact same time. Also, been watching DOCU for a while, was worried it ran up too much in February and then sat on my ### again when it was in the 60s in March. Absolute head scratcher. I know you can’t own everything but those were two stocks I watched and was planning to buy and for some reason made one an either or and the other just didn’t pull the trigger.
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Bob Sacamano said:
It has (quickly) become my second-largest position. I don't know how much more room it has to run, but it's still just a $30B market cap and I'm not seeing anything to make me think the growth is slowing soon.
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I've only made 11% on TDOC, now 5th of my IRA.  SE is lapping the field. 

 
Bob Sacamano said:
It has (quickly) become my second-largest position. I don't know how much more room it has to run, but it's still just a $30B market cap and I'm not seeing anything to make me think the growth is slowing soon.
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I’m not sure what my 2nd spot is. It was TTD but I sold some of it. SMH. That’s still probably #2. ZM and FSLY are closing the gap. 

 
Todem said:
It has to be covered. I would never go naked. 

Disney would be a 6.8% yield on 9500 tied up and receiving $650 in premium. That is a great 6 month return that you would never get in a bank. If it expires worthless. If he is put....he owns the stock at $88.50

EXC would be an 8.50% yield on $3500 tied up and receiving a $300 Premium. Again....a great 6 month return. If he is put...owns the stock at $32.

Out at 12.45 today. 

We will look to trade it again for quick 7-10% chunks.....it has had a 10% range for days now. In at the lows....out at the highs.
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Are you one of those Never Nudes?

 
JetMaxx said:
Is timing still good on SE and DDOG?
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I sure hope so.

I think I said it before, but SE has almost Amazon type potential. Unlikely to get near there, but this is among my "never sell" list.

Can't speak to d-dog.

 
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-OZ- said:
I sure hope so.

I think I said it before, but SE has almost Amazon type potential. Unlikely to get near there, but this is among my "never sell" list.

Can't speak to d-dog.
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I need to bite the bullet on SE. Definitely not the miss that DOCU and TDOC were. Hard to own everything at the end of the day but I will probably get some SE at some point. Still have about 10% cash (keeps getting smaller % wise).

Also, own DDOG and I love the potential. I did get it in the $30s, so timing isn’t an issue now that it’s over $80!

 
Charlie Harper said:
So what's the potential long term effects of all the pumping by the Fed? Our money becomes Zimbabwe equivalent? 
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It's an interesting experiment.

I mean, if the corps pay back the money at a fair rate (I've done no reading on the deal) one would think this wouldn't be horrible. [If we were allowed to talk politics here this discussion could be interesting]

 
-OZ- said:
It's an interesting experiment.

I mean, if the corps pay back the money at a fair rate (I've done no reading on the deal) one would think this wouldn't be horrible. [If we were allowed to talk politics here this discussion could be interesting]
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Remember the TARP program back in the last financial crisis? The government actually made out on that and got more return than they put out. No idea if this would be similar. You get to the point where they can sell it all a few years down the road.

 
The Onion is like Stockton to Malone back in the day if it drops more than 15%...automatic buy! On my 4th trip now.

Don't think I've eaten at one of these in 20 years but I kind of feel obligated now  :lol:

 
The General said:
The Onion is like Stockton to Malone back in the day if it drops more than 15%...automatic buy! On my 4th trip now.

Don't think I've eaten at one of these in 20 years but I kind of feel obligated now  :lol:
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Just completed my second trip and have never eaten at any of those restaurants, but love 'em!

 
$SE just took out $100 in after hours trading. I love this stock so much and like @-OZ-, I do think this is still really early in its growth trajectory. I still expect some turbulence along the way, but this has become part of my untouchable core along with AAPL, MSFT, JPM, and V.

 
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McBokonon said:
$SE just took out $100 in after hours trading. I love this stock so much and like @-OZ-, I do think this is still really early in its growth trajectory. I still expect some turbulence along the way, but this has become part of my untouchable core along with AAPL, MSFT, JPM, and V.
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I added some SE right before the bell. Will be fun to watch this move up up up. 

 
Funny anecdotal story that makes me scared:

Rented a Hertz van, drove it up I-95, says HERTZ in big letters on it. Stopped at a rest stop in South Jersey for gas, also went to the bathroom. On my way back to the car, one of the attendants (in NJ, you can't pump your own gas) is bouncing up and down and like nodding with a thumbs up to me while holding his phone up. I'm thinking wtf does this idiot want... He's like I OWN THE STOCK MAN, HERTZ!! I'm like why? He goes bc it was cheap! 🤦‍♂️

 
McBokonon said:
$SE just took out $100 in after hours trading. I love this stock so much and like @-OZ-, I do think this is still really early in its growth trajectory. I still expect some turbulence along the way, but this has become part of my untouchable core along with AAPL, MSFT, JPM, and V.
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It dipped to 88 last week. If it should happen to go there again I guess you gotta jump on it.

 
Sharing a stock I bought last Fall that is one of my long term holds — DXCM.  Makes insulin devices for diabetics.  
 

Was turned on to this when a couple people I know talked about how great their product was compared to devices they had used from competitors.  A few days later happened to visit a call center that does work for them and was told they had been hiring aggressively to handle the call volume.  Was one day late getting in on the move from $150 to $200, but it has doubled for me to $399 after a solid day today.  

I am a fan of companies that have great product and very loyal customers.  And I don’t think that diabetes is going anywhere soon.  

 
Think I'll be buying some american express.  China just lifted a decades-long ban on foreign credit card companies by allowing American Express to do business in the country.  

 
PennState-JD said:
Sharing a stock I bought last Fall that is one of my long term holds — DXCM.  Makes insulin devices for diabetics.  
 

Was turned on to this when a couple people I know talked about how great their product was compared to devices they had used from competitors.  A few days later happened to visit a call center that does work for them and was told they had been hiring aggressively to handle the call volume.  Was one day late getting in on the move from $150 to $200, but it has doubled for me to $399 after a solid day today.  

I am a fan of companies that have great product and very loyal customers.  And I don’t think that diabetes is going anywhere soon.  
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Where were you yesterday?

 
Man In The Box said:
So, the latest on this is my advisor wants us to put 50% into QQQ, 25% into Union Pacific, and 25% into Philip Morris. Thoughts?
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a lot of thought leaders are on the "tech long" train and union pacific seems like reasonable value.   Philip Morris seems kind of random and most advisors promote significantly more diversification, or is this just a subset of your portfolio?

 
TripItUp said:
a lot of thought leaders are on the "tech long" train and union pacific seems like reasonable value.   Philip Morris seems kind of random and most advisors promote significantly more diversification, or is this just a subset of your portfolio?
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This is the initial start to our portfolio. We plan on being more diversified as we go. I thought PM was an odd choice too, but he likes the dividend and says they’re a consumer staple. Not sure how I feel about investing in tobacco though. 

 
I think 42 is way too young to start focusing on an income stock like PM. It’s been on a downward trend and I don’t see a lot of growth there.

UNP looks ok. Chart looks decent.

 
PennState-JD said:
Sharing a stock I bought last Fall that is one of my long term holds — DXCM.  Makes insulin devices for diabetics.  
 

Was turned on to this when a couple people I know talked about how great their product was compared to devices they had used from competitors.  A few days later happened to visit a call center that does work for them and was told they had been hiring aggressively to handle the call volume.  Was one day late getting in on the move from $150 to $200, but it has doubled for me to $399 after a solid day today.  

I am a fan of companies that have great product and very loyal customers.  And I don’t think that diabetes is going anywhere soon.  
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This is a stock I own as well. Bought in March when it was around $200. Been a nice run up. Wish I bought more. Actually, pretty much everything I bought around then I wish I bought more.

 
McBokonon said:
I think 42 is way too young to start focusing on an income stock like PM. It’s been on a downward trend and I don’t see a lot of growth there.

UNP looks ok. Chart looks decent.
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You don’t say?

I bought Altria back in 1995. Tripled Down in 1998 (at around 12 a share if memory serves me correct) when big tobacco was sued by ex smokers.

15 freaking bagger including the the spin off of PM and I have a yield to cost on this puppy of 17%.

I disagree.

People outside of the USA are smoking like fiends. 

The amount of compounding I have gotten on this stock has been insane. I was 25 when I bought it.

I was buying McDonalds at 30 a share and Burlington Sante Fe at 19 a share in 1999 when everyone was piling into Worldcom and thinking I was buying grandma dividend stocks. I had a buddy laughing at me as I told him to get the hell out of Worldcom......he went broke in that one. Yeah we don’t speak anymore. 

You are never too young to buy growing dividend stocks. Never. The power of returns long term and downside risk mitigation is dividends. 

 
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fantasycurse42 said:
Funny anecdotal story that makes me scared:

Rented a Hertz van, drove it up I-95, says HERTZ in big letters on it. Stopped at a rest stop in South Jersey for gas, also went to the bathroom. On my way back to the car, one of the attendants (in NJ, you can't pump your own gas) is bouncing up and down and like nodding with a thumbs up to me while holding his phone up. I'm thinking wtf does this idiot want... He's like I OWN THE STOCK MAN, HERTZ!! I'm like why? He goes bc it was cheap! 🤦‍♂️
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It doesn’t make me scared. There’s always going to be idiots. If they were somehow bidding up good stocks too high then I’d be worried. Those stocks will for the most part go belly up anyway. The people at the end will lose. It’s just a different way a fool and his money are soon parted.

 
Think I'm going to do:

10% american express

20% SE

20% QQQ 

20% VIG 

20% VNQ

10% holding for now

Thoughts?

 
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Todem said:
You don’t say?

I bought Altria back in 1995. Tripled Down in 1998 (at around 12 a share if memory serves me correct) when big tobacco was sued by ex smokers.

15 freaking bagger including the the spin off of PM and I have a yield to cost on this puppy of 17%.

I disagree.

People outside of the USA are smoking like fiends. 

The amount of compounding I have gotten on this stock has been insane. I was 25 when I bought it.

I was buying McDonalds at 30 a share and Burlington Sante Fe at 19 a share in 1999 when everyone was piling into Worldcom and thinking I was buying grandma dividend stocks. I had a buddy laughing at me as I told him to get the hell out of Worldcom......he went broke in that one. Yeah we don’t speak anymore. 

You are never too young to buy growing dividend stocks. Never. The power of returns long term and downside risk mitigation is dividends. 
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I’m not talking investment philosophy as much as just PM. PM has been on a downward trajectory since early 2017. I think buying in now would just be for the dividend without growth.

I agree with dividend growth stocks being super awesome, just think there’s a ton of better options for stocks with growing dividends and capital appreciation to boot.

 
McBokonon said:
I’m not talking investment philosophy as much as just PM. PM has been on a downward trajectory since early 2017. I think buying in now would just be for the dividend without growth.

I agree with dividend growth stocks being super awesome, just think there’s a ton of better options for stocks with growing dividends and capital appreciation to boot.
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I will disagree with the price today of PM. I have a price target of 90 plus a share over the next 12 months.  I misread your earlier post. 

But I think there is growth to be had in PM and it is good to have a defensive stock in your portfolio to compliment the higher growth stocks. But at age 42....you should have solid, serious compounders and income plays to help overall portfolio yield.

 
rascal said:
Where were you yesterday?
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You haven’t been following long enough. I’m sure I mentioned them before, but within the last month I mentioned ZM and FSLY, both up around 50% since my 5/27 post. Heck, I posted in April about FSLY still being around $19 ($53 in after hours today). Plenty of other folks mentioning long term plays that have been up a lot lately.

I did another search. I mentioned DXCM in a post on 6/4. Up 20% since then and that post was a list of a lot of stocks I own.

 
Todem said:
I will disagree with the price today of PM. I have a price target of 90 plus a share over the next 12 months.  I misread your earlier post. 

But I think there is growth to be had in PM and it is good to have a defensive stock in your portfolio to compliment the higher growth stocks. But at age 42....you should have solid, serious compounders and income plays to help overall portfolio yield.
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I don’t disagree on your overall point, just that specific one’s not for me. If I was in a similar position and looking for just one stock like his situation I’d go JNJ or even JPM (which I’m in) or PG, but it’s personal preference and there’s a ton of great options. That’s what makes this so fun.

 
rascal said:
Think I'm going to do:

10% american express

20% SE

20% QQQ 

20% VIG 

20% VNQ

10% holding for now

Thoughts?
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No more than 10% in any individual stock

Buy a 5% stake now and another 5% on the next pullback

fantasy curse is dollar cost averaging in every month for the next 6 months. That’s a good approach 

 
fantasycurse42 said:
Funny anecdotal story that makes me scared:

Rented a Hertz van, drove it up I-95, says HERTZ in big letters on it. Stopped at a rest stop in South Jersey for gas, also went to the bathroom. On my way back to the car, one of the attendants (in NJ, you can't pump your own gas) is bouncing up and down and like nodding with a thumbs up to me while holding his phone up. I'm thinking wtf does this idiot want... He's like I OWN THE STOCK MAN, HERTZ!! I'm like why? He goes bc it was cheap! 🤦‍♂️
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Wait, you're going back to NY? Did I miss a thread? 

 
Todem said:
AAPL

AMZN

GOOGL

EMR

CSCO

T

EXC

LMT

PG

JPM

INTC

MSFT

GLPI

BA (we were buying aggresively at 115, 105 and 100)

BMY

TGT

VZ

PEO

BLMN (trading this)

TXRH (Traded this)

CCL

DAL - Have not bought this yet

FDX

DFS

PFE

PPL

CSCO

GCX

ADX
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Just bumping this for myself.

 
I don’t time markets. Stayed invested. But this just feels like everything is worse under the surface.  Real world feels way less promising. The market will tank when a Biden victory looks assured. Then will only spike back with a vaccine. Those are the 2 key events on the horizon. The rest is left to day traders. And the Fed. 

 
My pension is with CalPERS so any news from them always catches my intention. They released this latest press release about their new investment direction and I don't know what to make of it. Hopefully those smarter than me can tell me whether I should count on having a pension or not.

https://www.wsj.com/articles/calpers-prepares-for-the-long-haul-11592164054

"The solution is based on “better assets” and “more assets” and will capitalize on Calpers’s advantages: a long-term investment horizon and access to private asset classes.

Calpers must diversify and increase exposure to private assets, such as private equity and private credit. We refer to these as “better assets” because they have the potential for higher returns and lower expected volatility when compared with publicly traded assets.

“More assets” refers to a plan to use leverage, or borrowing, to increase the base of the assets generating returns in the portfolio. Leverage allows Calpers to take advantage of low interest rates by borrowing and using those funds to acquire assets with potentially higher returns."

 
rascal said:
Think I'm going to do:

10% american express

20% SE

20% QQQ 

20% VIG 

20% VNQ

10% holding for now

Thoughts?
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Total portfolio or of one account? 

For one account, sure. If this is your total portfolio, that's way too much in individual stocks and VNQ. 

:2cents:

 
McBokonon said:
I don’t disagree on your overall point, just that specific one’s not for me. If I was in a similar position and looking for just one stock like his situation I’d go JNJ or even JPM (which I’m in) or PG, but it’s personal preference and there’s a ton of great options. That’s what makes this so fun.
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I've thought numerous times throughout the years about buying these two as value stocks, but never have. 

Jnj has lost 6% since April (it probably had shot too high on the rebound) but with a decent dividend could be worth while. PG's PE seems out of whack at over 60 for a company unlikely to grow much. What am I missing there?

 
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