Stock Thread (19 Viewers)

[adonis]

So uh, me and this other stock I've been seeing have decided to start seeing other people.  I mean, we're still together and all, but I don't wanna just be tied down to one stock you know?  Plenty of other tickers on the exchange.

 

[Bob Sacamano]

So uh, me and this other stock I've been seeing have decided to start seeing other people.  I mean, we're still together and all, but I don't wanna just be tied down to one stock you know?  Plenty of other tickers on the exchange.

Twist on the Pump n Dump

 

[BassNBrew]

So uh, me and this other stock I've been seeing have decided to start seeing other people.  I mean, we're still together and all, but I don't wanna just be tied down to one stock you know?  Plenty of other tickers on the exchange.

FYI...you're a much funnier person with the one we shall not speak of leading the country.  Absolutely crushing it in here.

 

[BassNBrew]

Now that the other stock got tossed to its own portfolio, I was up 8/10s on the day.

 

[BassNBrew]

From Cuban

Billionaire Mark Cuban told CNBC on Monday that the stock market’s rally from its late-March coronavirus-driven low reminds him of the 1990s dot-com bubble.

close dialog

Stream live CNBC TV from around the world.

START FREE TRIAL

Invest Like A Pro

“In some respects it’s different because of the Fed and the liquidity they’ve introduced and the inflation for financial assets that comes with that. But on a bigger picture, it’s so similar,” Cuban said on “Squawk Box.” 

Cuban, who made billions of dollars during the dot-com boom, pointed to the newfound interest in the stock market from people who weren’t interested before, such as his teenage niece.

close dialog

The top moments in business and politics - wrapped with exclusive color and context - right in your ears

LISTEN NOW

“I had my 18-year-old niece asking me what stocks she should invest in because her friends are making 30% per day and other people just randomly asking me that never look at stocks at all what stocks they should invest in,” said Cuban, who sold Broadcast.com to Yahoo in April 1999 for $5.7 billion.

“Everybody is a genius in a bull market,” the “Shark Tank” investor warned. “Everybody is making money right now because you’ve got the Fed put and that brings people in who otherwise wouldn’t participate.”

Cuban said he told his niece that the only way to keep the money you make in the stock market is by “cashing out.” He said, “Don’t get greedy.”

As of Friday’s close, the tech-heavy Nasdaq had risen nearly 60% since its intraday low on March 23 — the same day the Federal Reserve announced a batch of unprecedented programs to support financial markets, which were cratering due to the coronavirus crisis.

Cuban, who questioned the market’s valuation in May, told CNBC on Monday that the internet bubble lasted for multiple years. The Nasdaq rose more than 500% from 1995 until the bubble burst in March 2000.

“It wasn’t like, ‘Oh, we’re in a bubble then all of a sudden the bubble is over months later,’” Cuban said. “It’s difficult to have patience sometimes and recognize that there is still a lot money that can come in and chase that performance.” 

Cuban, also owner of the NBA’s Dallas Mavericks, said his personal stock portfolio is still heavy with shares of Netflix and Amazon.

 

[Don't Noonan]

Two threads seems stupid to me.

 

[Steeler]

Two threads seems stupid to me.

Agreed.  I don't get the need for 2 threads, but whatever.

 

[The Ref]

Two threads seems stupid to me.

Same

 

[adonis]

From Cuban

Buffet was quoted recently to say he was happy to be thought a fool short term, and that it's best for him to just step outside of a market when it doesn't make sense to him, like this one doesn't.  I agree with him, but tons of folks are making money and it's tough to sit on the sidelines seeing that and be able to resist the urge to jump in.  When you're worth billions, maybe that's easier.

 

[djmich]

.

 

[hagmania]

 

[ghostguy123]

Why is DraftKings up so much when it looks even less likely that NFL even happens.  

 

[Zegras11]

R.I.P.

 

[CR69]

R.I.P.

?

 

[Zegras11]

?

this thread

 

[CR69]

this thread

Oh lol. For the record, I would also vote to just keep everything in here. 

 

[rascal]

From Cuban

Cuban said he told his niece that the only way to keep the money you make in the stock market is by “cashing out.” He said, “Don’t get greedy.”

that is so hard to do.

 

[fruity pebbles]

that is so hard to do.

Not only hard but where else are you going to go other than the stock market?

 

[SFBayDuck]

From Cuban

Cuban said he told his niece that the only way to keep the money you make in the stock market is by “cashing out.” He said, “Don’t get greedy.”

that is so hard to do.

Keep in mind he pulled some of the greatest market timing of all time, selling broadcast.com to Yahoo for $5.7B at near the peak of the dot com bubble, and then selling most of the Yahoo stock he got before the bubble burst.

 

[rascal]

Not only hard but where else are you going to go other than the stock market?

I'm looking at VGLT and Vanguard Long-Term Bond ETF.

 

[BassNBrew]

R.I.P.

Nah...I need some new ideas and thoughts.  Limiting cydy to 25% of my portfolio so I don't need to spend more than 25% of my time on it.

 

[JAA]

Before lunch today i swapped half my retirement position in GOOGL for BA shares

I’m pretty heavy in tech already with AMZN and MSFT. I also love the duopoly and am not afraid of China. They don’t instill confide in me with their latest releases and forcing lower carriers to purchase those planes. 

 

[identikit]

I don't know about everyone else, but I'll be talking about stocks (including CYDY) right here in this thread.

 

[rascal]

Before lunch today i swapped half my retirement position in GOOGL for BA shares

I’m pretty heavy in tech already with AMZN and MSFT. I also love the duopoly and am not afraid of China. They don’t instill confide in me with their latest releases and forcing lower carriers to purchase those planes. 

Wait, you sold google for Boeing?  

 

[BassNBrew]

Before lunch today i swapped half my retirement position in GOOGL for BA shares

I’m pretty heavy in tech already with AMZN and MSFT. I also love the duopoly and am not afraid of China. They don’t instill confide in me with their latest releases and forcing lower carriers to purchase those planes. 

You must like working.

 

[JAA]

Wait, you sold google for Boeing?  

Correct

 

[JAA]

Before lunch today i swapped half my retirement position in GOOGL for BA shares

I’m pretty heavy in tech already with AMZN and MSFT. I also love the duopoly and am not afraid of China. They don’t instill confide in me with their latest releases and forcing lower carriers to purchase those planes. 

You must like working

 

[matuski]

Wait, you sold google for Boeing?  

At relative pricing, all day.

You must like working.

Selling high, buying low.... name of the game right?

 

[FreeBaGeL]

How old are you @JAA?

It's not particularly likely but there are somewhat realistic scenarios where Boeing goes to zero.  I'm not sure I'd put half my retirement into any stock I could say that about.

 

[JAA]

Wait, you sold google for Boeing?  

At relative pricing, all day.

You must like working.

Selling high, buying low.... name of the game right

I’m gambling that in 5 years those BA shares will be worth more than those GOOGL shares.

Most tech stocks have completely rebounded already. Many of them having all time highs.

Boeing?  Looks to me like a great 5-10 year investment.  Also, many plane owners retiring planes and some (like AMZN) already buying new ones. 

 

[rascal]

At relative pricing, all day.

Selling high, buying low.... name of the game right?

First, i was clarifying.  His comment "They don’t instill confide in me with their latest releases and forcing lower carriers to purchase those planes" seems backwards.

Having said that, if Boeing goes bankrupt so does the entire US.  They are so tied in on the military portion that such a scenario will not be allowed.

 

[JAA]

How old are you @JAA?

It's not particularly likely but there are somewhat realistic scenarios where Boeing goes to zero.  I'm not sure I'd put half my retirement into any stock I could say that about.

Half of my GOOGL retirement shares. Maybe I didn’t phrase it properly.

I had X number of GOOGL shares. Sold half of them to buy BA shares.

Id say I have 2-3% of my retirement in BA. 

Finally, there is 0 chance BA goes to 0.  Their manufacturing and operations infrastructure makes this impossible. 

 

[rascal]

I’m gambling that in 5 years those BA shares will be worth more than those GOOGL shares.

Most tech stocks have completely rebounded already. Many of them having all time highs.

Boeing?  Looks to me like a great 5-10 year investment.  Also, many plane owners retiring planes and some (like AMZN) already buying new ones. 

Fwiw, i put in 10k earlier this week.

 

[FreeBaGeL]

First, i was clarifying.  His comment "They don’t instill confide in me with their latest releases and forcing lower carriers to purchase those planes" seems backwards.

Having said that, if Boeing goes bankrupt so does the entire US.  They are so tied in on the military portion that such a scenario will not be allowed.

There are multiple scenarios where the military portion of the company remains and shareholders get nothing or very little.

 

[JAA]

First, i was clarifying.  His comment "They don’t instill confide in me with their latest releases and forcing lower carriers to purchase those planes" seems backwards.

Having said that, if Boeing goes bankrupt so does the entire US.  They are so tied in on the military portion that such a scenario will not be allowed.

Maybe I should have phrased that differently. I was talking about China and the COMAC ARJ21s going into service and forcing lower carriers to take the planes. 

 

[FreeBaGeL]

Half of my GOOGL retirement shares. Maybe I didn’t phrase it properly.

I had X number of GOOGL shares. Sold half of them to buy BA shares.

Re-reading your original post you worded it fine.  I just mis-read.

This makes a lot more sense.

 

[Capella]

Why is DraftKings up so much when it looks even less likely that NFL even happens.  

Nfl is happening. Definitely shouldn’t but will. 

 

[KGB]

Someone in here had BRPHF with me

 

[rascal]

Maybe I rephrased that also. I was talking about China and the COMAC ARJ21s going into service. 

Boeing doesn't sell anything in that market anyway.  It's already market saturated with embraer, Mitsubishi, etc.

*Forgot bombardier stopped as well in 2019

Looks like Mitsubishi is selling CRJs for same price as ARJ21s.  Interesting.

 

[This_Guy]

@Todem has been dealing out some great advice over the past few months. Thought I would revisit "his list". I think he posted an earlier list but I couldn't find it.  This is from March 27th. Prices listed are March 27th Close / Close Today / Increase (BTW - no losers!)

It would be great to see Todem's current take. What is still on the list, what has moved off and most importantly what has he added to it.

For reference S&P $2,541.47 / $3,257.30 / 28.166%

AMZN $1,900.10 / $3,138.29 / 65.164%

AAPL $247.74 / $388.00 / 56.616%

GOOGL $1,110.71 / $1,558.42 / 40.308%

NFLX $357.12 / $490.10 / 37.237%

FB $156.79 / $241.75 / 54.187%

INTC $52.37 / $61.47 / 17.376%

HD $190.55 / $262.42 / 37.717%

CSCO $38.82 / $47.35 / 21.973%

EXC $35.50 / $38.74 / 9.127%

LMT $348.38 / $375.12 / 7.676%

MSFT $149.70 / $208.75 / 39.446%

PFE $30.90 / $36.69 / 18.738%

PG $110.17 / $125.071 / 3.525%

TGT $94.74 / $120.20 / 26.874%

CAT $105.44 / $135.87 / 28.860%

PM $69.15 / $75.92 / 9.790%

MCD $164.01 / $193.19 / 17.792%

YUM $68.53 / $91.11 / 32.949%

DOW $28.56 $43.04 / 50.700%

BRK'B $179.66 / $192.27 / 7.019%

DEO $125.71 / $143.33 / 14.016%

GIS $51.82 / $64.50 / 24.469%

JPM $91.13 / $99.41 / 9.086%

PFE $30.90 / $36.79 / 19.061%

UTX $90.53 / $97.17 / 7.335%

EMR $45.58 / $63.79 / 39.952%

VZ $52.77  / $55.87 / 5.875%

T $29.84 / $30.21 / 1.240%

GCV $4.50 / $5.41 / 20.222%

PEO $8.49 / $11.93 / 40.518%

ADX $12.40 / $15.73 / 26.855%

 

[JAA]

Boeing doesn't sell anything in that market anyway.  It's already market saturated with embraer, Mitsubishi, etc.

*Forgot bombardier stopped as well in 2019

Looks like Mitsubishi is selling CRJs for same price as ARJ21s.  Interesting.

It would be great if BA resurrected their acquisition for new products. 
 

Friendly reminder - exactly one company has successfully entered this market since WWII

 

[eaganwildcats]

Someone in here had BRPHF with me

Key word is had. 

 

[rascal]

It would be great if BA resurrected their acquisition for new products. 
 

Friendly reminder - exactly one company has successfully entered this market since WWII

There is a reason for that.  Very competitive with low margins.

Need to be careful about that.  That is partly the reason for GEs downfall.

 

[JAA]

There is a reason for that.  Very competitive with low margins.

Need to be careful about that.  That is partly the reason for GEs downfall.

Agree - GE over extended themselves with acquisitions. 

 

[KGB]

Key word is had. 

Oh No!

Man, if it makes you feel any better... This AM, I said, im sick of this stock not doing anything im putting a sell order in at 1.42 and see if it happens to hit it.  So I missed 20% or so of the run

 

[BassNBrew]

I’m gambling that in 5 years those BA shares will be worth more than those GOOGL shares.

Most tech stocks have completely rebounded already. Many of them having all time highs.

Boeing?  Looks to me like a great 5-10 year investment.  Also, many plane owners retiring planes and some (like AMZN) already buying new ones. 

Enjoy...this support your thesis.

The Growth Vs. Value Trade Is At 1999 Levels

https://seekingalpha.com/article/4359596-growth-vs-value-trade-is-1999-levels

And while I disagree with you, thanks for sharing your opinion.  I would say that Google is actually priced pretty fairly relative to Netflix.

 

[BassNBrew]

@Todem has been dealing out some great advice over the past few months. Thought I would revisit "his list". I think he posted an earlier list but I couldn't find it.  This is from March 27th. Prices listed are March 27th Close / Close Today / Increase (BTW - no losers!)

It would be great to see Todem's current take. What is still on the list, what has moved off and most importantly what has he added to it.

For reference S&P $2,541.47 / $3,257.30 / 28.166%

AMZN $1,900.10 / $3,138.29 / 65.164%

AAPL $247.74 / $388.00 / 56.616%

GOOGL $1,110.71 / $1,558.42 / 40.308%

NFLX $357.12 / $490.10 / 37.237%

FB $156.79 / $241.75 / 54.187%

INTC $52.37 / $61.47 / 17.376%

HD $190.55 / $262.42 / 37.717%

CSCO $38.82 / $47.35 / 21.973%

EXC $35.50 / $38.74 / 9.127%

LMT $348.38 / $375.12 / 7.676%

MSFT $149.70 / $208.75 / 39.446%

PFE $30.90 / $36.69 / 18.738%

PG $110.17 / $125.071 / 3.525%

TGT $94.74 / $120.20 / 26.874%

CAT $105.44 / $135.87 / 28.860%

PM $69.15 / $75.92 / 9.790%

MCD $164.01 / $193.19 / 17.792%

YUM $68.53 / $91.11 / 32.949%

DOW $28.56 $43.04 / 50.700%

BRK'B $179.66 / $192.27 / 7.019%

DEO $125.71 / $143.33 / 14.016%

GIS $51.82 / $64.50 / 24.469%

JPM $91.13 / $99.41 / 9.086%

PFE $30.90 / $36.79 / 19.061%

UTX $90.53 / $97.17 / 7.335%

EMR $45.58 / $63.79 / 39.952%

VZ $52.77  / $55.87 / 5.875%

T $29.84 / $30.21 / 1.240%

GCV $4.50 / $5.41 / 20.222%

PEO $8.49 / $11.93 / 40.518%

ADX $12.40 / $15.73 / 26.855%

This isn't his latest list.  CAT came off.  Would love to see you do this with his most recent list if we can find it.

 

[Todem]

@Todem has been dealing out some great advice over the past few months. Thought I would revisit "his list". I think he posted an earlier list but I couldn't find it.  This is from March 27th. Prices listed are March 27th Close / Close Today / Increase (BTW - no losers!)

It would be great to see Todem's current take. What is still on the list, what has moved off and most importantly what has he added to it.

For reference S&P $2,541.47 / $3,257.30 / 28.166%

AMZN $1,900.10 / $3,138.29 / 65.164%

AAPL $247.74 / $388.00 / 56.616%

GOOGL $1,110.71 / $1,558.42 / 40.308%

NFLX $357.12 / $490.10 / 37.237%

FB $156.79 / $241.75 / 54.187%

INTC $52.37 / $61.47 / 17.376%

HD $190.55 / $262.42 / 37.717%

CSCO $38.82 / $47.35 / 21.973%

EXC $35.50 / $38.74 / 9.127%

LMT $348.38 / $375.12 / 7.676%

MSFT $149.70 / $208.75 / 39.446%

PFE $30.90 / $36.69 / 18.738%

PG $110.17 / $125.071 / 3.525%

TGT $94.74 / $120.20 / 26.874%

CAT $105.44 / $135.87 / 28.860%

PM $69.15 / $75.92 / 9.790%

MCD $164.01 / $193.19 / 17.792%

YUM $68.53 / $91.11 / 32.949%

DOW $28.56 $43.04 / 50.700%

BRK'B $179.66 / $192.27 / 7.019%

DEO $125.71 / $143.33 / 14.016%

GIS $51.82 / $64.50 / 24.469%

JPM $91.13 / $99.41 / 9.086%

PFE $30.90 / $36.79 / 19.061%

UTX $90.53 / $97.17 / 7.335%

EMR $45.58 / $63.79 / 39.952%

VZ $52.77  / $55.87 / 5.875%

T $29.84 / $30.21 / 1.240%

GCV $4.50 / $5.41 / 20.222%

PEO $8.49 / $11.93 / 40.518%

ADX $12.40 / $15.73 / 26.855%

BA should be there from that day. 

PPL was added to the list a while back as well. 

I would add KO and PEP to that list as well as XOM (if you want just one big oil company).

You won’t go wrong with that portfolio.  

BRK’B is something I would sell. 

@BassNBrew I am in all these positions on my list except CAT and I sold BRK'B

 

[fantasycurse42]

If I'm really being honest, feels like the great dump from institutions to retail is getting ready to conclude. Blow off top, mom and pop hopping in, fundamentals and reality completely detached. The ingredients appear to be there, and when you look for warning signs and say how did I miss it, I think greed took over. I'm just about at the point where I want to start taking some gains off the table. 

 

[This_Guy]

This isn't his latest list.  CAT came off.  Would love to see you do this with his most recent list if we can find it.

Find me the list and I'll run the numbers!