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Stock Thread (34 Viewers)

Lacey said:
Anyone have strong feelings on Healthcare REITs?    A lot are based around nursing home/senior living with a sprinkling of other healthcare buildings.  I can see real estate taking a beating but don’t really see healthcare/senior sector being impacted too much.  Any of the teledoc movement likely doesn’t impact the senior population and COVID or not, 65+ has to live somewhere.

Seems like these REITs are still down ~50% from the highs and pay in the 5-8% dividend range.  Considering SBRA, VTR, WELL and NHI.

Thoughts?
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kevzilla said:
VTR is especially well run. Senior living centers were ravaged by COVID in many areas, which imo is why most investors are :unsure:  on the sector.
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I'm just keeping my OHI shares. In tax friendly accounts. PE under 20, dividend > 8%. 

 
Picked up so dfs under $50 this morning.  Sold over $51 for a quick 3% gain.  Moving over to syf to pick up the scraps there.

 
@BassNBrew

For the day trader that you are you might like FLGT. I’ve owned it since February. If I waited a week I’d be up over 100% instead of 40%, but it’s had at least 4 10%+ up days in the past 3 weeks. I think it held 3 of the 4. No real news at all. It’s up 17% today. I know I mentioned it back in early June among my main holdings. It’s up about 50% from that point.

 
Desert_Power said:
It has seemed to be a lot more volatile than I expected.
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Volatility over all is way up this year over pre-CV. It’ll be a while before things are normal. That’s why it’s hard to watch people pull everything to the sidelines. Maybe you time it right but I think almost every stock I own has had a 7-40% move in a day even AMZN. An entire year’s worth of gains in one day. Seems like a perfect sit and hold good stocks environment unless you are a serious day trader. Trying to act like one could be bad. 

 
stbugs said:
Volatility over all is way up this year over pre-CV. It’ll be a while before things are normal. That’s why it’s hard to watch people pull everything to the sidelines. Maybe you time it right but I think almost every stock I own has had a 7-40% move in a day even AMZN. An entire year’s worth of gains in one day. Seems like a perfect sit and hold good stocks environment unless you are a serious day trader. Trying to act like one could be bad. 
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That's pretty much where I'm at.

Kinda sucks to miss out on buying opportunities, but overall the buy and hold model has worked well. 

Overall I'm like 92% stocks, 7.5% bonds and an insignificant amount of cash in our accounts.

 
stbugs said:
@BassNBrew

For the day trader that you are you might like FLGT. I’ve owned it since February. If I waited a week I’d be up over 100% instead of 40%, but it’s had at least 4 10%+ up days in the past 3 weeks. I think it held 3 of the 4. No real news at all. It’s up 17% today. I know I mentioned it back in early June among my main holdings. It’s up about 50% from that point.
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Thanks.  I bought at $16.56 and actually held this one.  It's tempting to take some gains here but my position is 1/10th what I have in SE and in LVGO.  What I do like is that it sets a new ceiling so I can buy on a pullback and feel good that it will have some run afterwards.  I'll probably just sit on the small position I have in case it runs like the other diamonds you have pointed out.

 
BassNBrew said:
Thanks.  I bought at $16.56 and actually held this one.  It's tempting to take some gains here but my position is 1/10th what I have in SE and in LVGO.  What I do like is that it sets a new ceiling so I can buy on a pullback and feel good that it will have some run afterwards.  I'll probably just sit on the small position I have in case it runs like the other diamonds you have pointed out.
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Damn, just checked again, really nice day. I did buy a full share (bit over $15 cost) so it’s up over $2k for me today. If I had waited a week, could have gotten it under $10 at the bottom. I’m not sure why I didn’t buy a little more because I bought more of HCAT on 3/16 and that was the other stock I bought in February. For HCAT, up 30% on the February buy and up 100% on the March buy. Those March lows were freaking awesome. Glad I bought some, wish I bought everything I could.

 
Can't buy GBTC on Merrill Edge. I wonder how much $ this ####ty platform has cost me over the years. 

ETA MJ too...🤬

 
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I sell a lot of covered calls, usually way out of the money, sometimes only a week or two out. Premiums aren't huge because of that, plus I only do it with the more stable positions I have like ABBV or O, all in IRA's so taxes don't really natter. I basically just see it like an extra dividend. I just looked at SE's options and you can sell August 21st call for about $2.70, less than a month out, would need to go up 16% to get called away and I'm still not going to do it. This thing just flies around too much and it really does feel like it's consolidating before flying up again. 

They also report on 8/24. The stock was under $80 last time they reported so I'm a little concerned they're going to really have to crush it to avoid a profit-taking sell-off, but I'm really only more convinced of the long-term thesis, plus they still might get a Malaysian banking license.

I realize I've offered nothing of value with this post, just thinking out loud.

 
sporthenry said:
I don't disagree but when does that happen? States will legalize it. I'd argue most of that is priced in. Just a matter of timing but everyone is expecting this massive pop on sports being played now when betting only reaches a small percentage of the population. 

I also think there is a chance it's not similar to MJ where a lot of illicit gambling stays operational especially if taxes are too high. You will open up the retail gambler and I presume that will be easier to attract than MJ. But the pros are going to shop around and play different places for the best odds. Perhaps retail is larger margin but may be like DFS where volume shoots up at first then people realize they're stupid and stop playing. 
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As someone with a few thousand still tied up at Heritage Sports that they won't pay out to me, I'll sacrifice a little vig and sign up for a regulated US based betting company as soon as I can legally do so.

Of course being in Utah, that probably borders sometime between 10 years from now and never.

 
Who mentioned BRPHF?  

Seems like it's worked out for whoever followed, so far.  I was too lazy to do the research.  Why should I jump into this one (other than the fact it's up over 20% today)?

 
I get the allure of Grayscale but for those wanting more direct BTC exposure there are many secure / easy options nowadays, including Robinhood, Cash App, etc.

Much more efficient bet.

 
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jvdesigns2002 said:
Low rates, the government firing up the printing presses like no tomorrow, China tensions, the reality that the virus is going to be having a heavy impact on our lives for many more months, an election that has the potential to create turmoil and tension in this country coming up in a couple of months, general market uncertainty, global demand for metals going up as many countries are firing up their presses..etc.  People like @fantasycurse42 (he more on the mining stocks) and myself (more promoting purchasing the hard assets) have been pushing people to purchase gold and silver for a few years to balance their portofolios. I know of a few posters that listened so thats good.   Silver also has the benefit of being an industrial metal that is used in a lot of electronic devices--so this WFH trend could propel it even further.  With that said--at some point--there will be days where there is profit taking--so there will probably be better days to jump in for those who want to.  However--I can tell you that not only are the prices of the metals high--but most of my friends that are vendors in the precious metal trade are telling me that the premiums over spot to buy them are crazy high right now. Far more buyers than there are sellers according to what they are telling me. 
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Shoot, homie, I was pimping gold back in 2001-2002 on the boards when it was under or around $300/Oz.  So I get it.  And I agree with everything you've posted.  

:thumbup:

 
I'm sure it's been discussed in here before as well, but what is everyone's thoughts on NKLA?  At 30-35 per share right now, feels like the ground floor.  I know it hit the 90's, but it seems like it could easily blow by that number once they start making money. 

 
bshell27 said:
I'm sure it's been discussed in here before as well, but what is everyone's thoughts on NKLA?  At 30-35 per share right now, feels like the ground floor.  I know it hit the 90's, but it seems like it could easily blow by that number once they start making money. 
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It's a scam imo 

 
jvdesigns2002 said:
Low rates, the government firing up the printing presses like no tomorrow, China tensions, the reality that the virus is going to be having a heavy impact on our lives for many more months, an election that has the potential to create turmoil and tension in this country coming up in a couple of months, general market uncertainty, global demand for metals going up as many countries are firing up their presses..etc.  People like @fantasycurse42 (he more on the mining stocks) and myself (more promoting purchasing the hard assets) have been pushing people to purchase gold and silver for a few years to balance their portofolios. I know of a few posters that listened so thats good.   Silver also has the benefit of being an industrial metal that is used in a lot of electronic devices--so this WFH trend could propel it even further.  With that said--at some point--there will be days where there is profit taking--so there will probably be better days to jump in for those who want to.  However--I can tell you that not only are the prices of the metals high--but most of my friends that are vendors in the precious metal trade are telling me that the premiums over spot to buy them are crazy high right now. Far more buyers than there are sellers according to what they are telling me. 
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What % of your portfolio?

 
bshell27 said:
I'm sure it's been discussed in here before as well, but what is everyone's thoughts on NKLA?  At 30-35 per share right now, feels like the ground floor.  I know it hit the 90's, but it seems like it could easily blow by that number once they start making money. 
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Their floor is $0.00 until they have vehicles to deliver.

 
FreeBaGeL said:
Public company with insane transparency and major investments from company's like Bosch, Fidelity, etc.

It may end up being a bust but it's not a scam.
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The promise of a hydrogen vehicle is 100% a scam imo. 

bshell27 said:
You don't think they'll deliver on the Badger preorders? 
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Nobody has built an economically viable hydrogen engine and Elon (among many others) isn’t a fan either. 

https://observer.com/2020/06/tesla-elon-musk-mocks-nikola-hydrogen-fuel-cell-electric-vehicle/

From Musk - “Electrolysis is an extremely inefficient energy process,” he went on to explain. “If you charge your battery packs from a solar panel directly, compared with trying to split water, take the hydrogen, dump the oxygen, compress the hydrogen with extremely high pressure or liquify it, put it in a car, and run a fuel cell. It is about half the efficiency. It’s terrible.”

 
General Malaise said:
Shoot, homie, I was pimping gold back in 2001-2002 on the boards when it was under or around $300/Oz.  So I get it.  And I agree with everything you've posted.  

:thumbup:
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Yup- I wasn't pimping it on here back then but certainly pimping it to family and friends. I've been working in jewelry since 1996 and started buying gold and silver in 1998.   Started buying it in real quantity early 2000's and pretty consistently since. 

 
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CR69 said:
The promise of a hydrogen vehicle is 100% a scam imo. 

Nobody has built an economically viable hydrogen engine and Elon (among many others) isn’t a fan either. 
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Scam would imply they know it's not possible and are just faking it to make money.  They'd have to be crazy to go public and let anyone walk in and look at their vehicles (not to mention live stream the engine on the internet) if that were the case.

You don't believe the vehicle they streamed on twitter is hydrogen? 

Didn't Hyundai just deliver working hydrogen trucks to Europe?

 
jvdesigns2002 said:
Before the giant run up from 1700 to 1900 and the big run up in silver--I was at somewhere between 20-25%.   Now with both of them going up so much--value wise I'll have to re-evaluate as it's probably well over 25% now.   
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That’s a pretty healthy %. Have you always kept it at 20% of your portfolio or is that based on your feelings about the economy etc?

 
FreeBaGeL said:
Scam would imply they know it's not possible and are just faking it to make money.  They'd have to be crazy to go public and let anyone walk in and look at their vehicles (not to mention live stream the engine on the internet) if that were the case.

You don't believe the vehicle they streamed on twitter is hydrogen? 

Didn't Hyundai just deliver working hydrogen trucks to Europe?
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No, they exist. But it takes more energy to create than it produces. 
 

Long term it MAY work better for semi trucks due to the speed of fueling and weight of batteries needed for long distance trips but it’s nowhere near efficient enough right now and it looks like that’s all a long ways off. 

 
CR69 said:
No, they exist. But it takes more energy to create than it produces. 
 

Long term it MAY work better for semi trucks due to the speed of fueling and weight of batteries needed for long distance trips but it’s nowhere near efficient enough right now and it looks like that’s all a long ways off. 
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Yeah semis have always been the primary target here.

As to long term NKLA hasn't been shy that they are still a ways off from getting the trucks into production, much less making a profit on them (they seem to be willing to subsidize the cost somewhat for their customers on the first deliveries using essentially the solar sales model of delivering them a full service solution at the same cost they're paying now).

I think had this thing not gone on a huge hype run people would be much more willing to look at this thing as the speculative, long term investment that it is.  It's pretty bizarre to see a company being completely upfront that these things are 3+ years away from being on American roads and seeing people react to it with daily questions like "HOW COME I HAVENT' SEEN ONE ON THE ROAD" and "WHERE ARE THE JD POWER OFFICIAL BRAKE TESTS"? (not from you, just the kind of stuff that's circulating out there).

If this were a typical quiet speculative company 3 years away from putting out a product no one would be asking those kind of questions.  People got caught up in the hype and jumped 5 steps ahead.

 
BassNBrew said:
Poster up thread said 30% this week.  Still 15% on the bone.
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I was optimistic, but this definitely exceeded expectations on a 1 day run.  The premium increased substantially today as well so I would think there would be an opportunity in the next 48 hours to buy at a 3-5% pull back.

The longer it sits above 10500, the more the support is gonna increase.

 
FreeBaGeL said:
Yeah semis have always been the primary target here.

As to long term NKLA hasn't been shy that they are still a ways off from getting the trucks into production, much less making a profit on them (they seem to be willing to subsidize the cost somewhat for their customers on the first deliveries using essentially the solar sales model of delivering them a full service solution at the same cost they're paying now).

I think had this thing not gone on a huge hype run people would be much more willing to look at this thing as the speculative, long term investment that it is.  It's pretty bizarre to see a company being completely upfront that these things are 3+ years away from being on American roads and seeing people react to it with daily questions like "HOW COME I HAVENT' SEEN ONE ON THE ROAD" and "WHERE ARE THE JD POWER OFFICIAL BRAKE TESTS"? (not from you, just the kind of stuff that's circulating out there).

If this were a typical quiet speculative company 3 years away from putting out a product no one would be asking those kind of questions.  People got caught up in the hype and jumped 5 steps ahead.
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Umm, their CEO said they were like Amazon and worth $100B after the SPAC converted. I think he’s trying so hard to be like Elon, but that interview made me feel icky, like a slimy used car salesman. I mean the company name is the first name of Tesla. Wouldn’t shock me at all of this company goes the way of the vapor ware dot com bubble busts.

 
CR69 said:
The promise of a hydrogen vehicle is 100% a scam imo. 

Nobody has built an economically viable hydrogen engine and Elon (among many others) isn’t a fan either. 

https://observer.com/2020/06/tesla-elon-musk-mocks-nikola-hydrogen-fuel-cell-electric-vehicle/

From Musk - “Electrolysis is an extremely inefficient energy process,” he went on to explain. “If you charge your battery packs from a solar panel directly, compared with trying to split water, take the hydrogen, dump the oxygen, compress the hydrogen with extremely high pressure or liquify it, put it in a car, and run a fuel cell. It is about half the efficiency. It’s terrible.”
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In general hydrogen is very efficient by mass, but not terribly efficient by volume. Not to mention the storage issues associated with it.

(Not surprisingly the most energy dense fuel by volume is gas and diesel.)

 
stbugs said:
Umm, their CEO said they were like Amazon and worth $100B after the SPAC converted. I think he’s trying so hard to be like Elon, but that interview made me feel icky, like a slimy used car salesman. I mean the company name is the first name of Tesla. Wouldn’t shock me at all of this company goes the way of the vapor ware dot com bubble busts.
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He hasn't been their CEO for a while now.  But nonetheless, this is an interesting juxtaposition to your feelings on another company whose fate will ultimately be decided by the science/technology that has a CEO that tends to blab on way too much and get over excited and make grandiose statements about where the company is headed. ;)

 
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BassNBrew said:
Thanks.  I bought at $16.56 and actually held this one.  It's tempting to take some gains here but my position is 1/10th what I have in SE and in LVGO.  What I do like is that it sets a new ceiling so I can buy on a pullback and feel good that it will have some run afterwards.  I'll probably just sit on the small position I have in case it runs like the other diamonds you have pointed out.
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Damn, FLGT up almost 36% on the day. No idea why, but not complaining.

 
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