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Stock Thread (36 Viewers)

JerseyToughGuys said:
all of the macro stuff I follow is throwing this out there as the answer. EM specifically. 

I am just wondering when all those EMs are going to catch up with our money printer. It has to happen eventually. 

Let us know what you find/pick. 
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My single largest position in all my accounts is EDV. I've really liked it so far, in the two weeks I've owned it.

Are others familiar? I'm retired. Safety is muy important.

 
-OZ- said:
Rebought. 6 ¢ / share isn't much, but at 5,000 shares I'll take it for a few moments of work.
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I think it dips again tomorrow.  Looking to buy back on a dip.  I want to double my current shares and lower my cost basis from original .17

Which means I can actually buy the shares as high as .23.

 
McBokonon said:
If you were waiting for a FSLY dip, now is the time. Down about 16% AH despite beats.
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Looks like 8% right now (over 10 now, jumping). It ran like crazy, not surprised it dips. That said, I haven’t seen the numbers yet. Note that they actually raised guidance last quarter so the estimates were already raised after the last report.

 
stbugs said:
Looks like 8% right now (over 10 now, jumping). It ran like crazy, not surprised it dips. That said, I haven’t seen the numbers yet. Note that they actually raised guidance last quarter so the estimates were already raised after the last report.
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They raised guidance this time, too.

 
McBokonon said:
That said I’m content to admit I just missed this one unless it really drops. Just hoping NET can get hot, too.
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NET isn't already hot?

It has a $2b higher market cap than FSLY.

ETA: Probably a lot higher than $2b difference after FSLY's drop tonight.

 
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McBokonon said:
They raised guidance this time, too.
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True but it’s been on a tear. Definitely frothy. It’s in my IRA. Might think about selling a little if it stays above $100. 70 shares covers my cost. If I sell half that locks me in at 130% profit and half the shares at a $0 cost basis.

 
ETSY down a fraction after blowing out estimates. Doubled profit estimates (not one of those smaller losses, actual profit) and beat revenue estimates by 30%.

Same reaction for ROKU beating top and bottom.

Seems like everyone tonight was cautious with forecasts.

 
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BassNBrew said:
This swung from pro TDOC to pro LVGO sometime today.  I just sold all the TDOC acquired today and moved it back to LVGO.
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I did a back-of-the-envelope calculation and determined that the better play was LVGO. Assuming that all other things were equal, and doing the conversion to TDOC stock (plus the cash outlay) showed about a +2% return if you go with LVGO as opposed to TDOC. Might be more noise than signal, but as far as I know all other things will be equal so why not buy something that is on sale, even if it is only by 2%?

 
pecorino said:
I did a back-of-the-envelope calculation and determined that the better play was LVGO. Assuming that all other things were equal, and doing the conversion to TDOC stock (plus the cash outlay) showed about a +2% return if you go with LVGO as opposed to TDOC. Might be more noise than signal, but as far as I know all other things will be equal so why not buy something that is on sale, even if it is only by 2%?
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TDOC was 3% better earlier in the day so I sold half my LVGO and moved it to TDOC.  Got the same numbers as you above later in the day so I moved it back.

Only downside is I have to hold other new purchases as I blew up my intraday trading number today.

 
cosjobs said:
My single largest position in all my accounts is EDV. I've really liked it so far, in the two weeks I've owned it.

Are others familiar? I'm retired. Safety is muy important.
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I got into EDV about 3 maybe 4 weeks ago and it is only up 1% total. It has been red 2 of the last 3 days - down 1.31% today. I'm actually getting a bit nervous about EDV and am opposite of your views as I'm  waiting for a good up day then gonna probably shed some and move it to something else.

 
BassNBrew said:
Or one share tonight on a partial fill that someone dumped and I got cheap AH.
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Curious as to why that SPAC went down after announcing the merger on Monday. Not sure why I’m still sitting on FMCI and OPES, but I am. I’ve got two other SPACs in IPOC and IPOB that haven’t announced anything yet. The SPAC world seems a little lifeless but IPOC/B look to be more tech type SPACs (they were behind Virgin Galactic) so I bought those. Nothing has happened so basically treading water there. Just wondering why this one is down.

 
stbugs said:
Curious as to why that SPAC went down after announcing the merger on Monday. Not sure why I’m still sitting on FMCI and OPES, but I am. I’ve got two other SPACs in IPOC and IPOB that haven’t announced anything yet. The SPAC world seems a little lifeless but IPOC/B look to be more tech type SPACs (they were behind Virgin Galactic) so I bought those. Nothing has happened so basically treading water there. Just wondering why this one is down.
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I really don't know.  Made some money on OPES and FMCI, but am still sitting on shares.  Diamond peak did maybe 10% after it's merger was announced and a day later doubled for a couple of hours before falling back.  Right now I'm also in GSAHU and KCACU.  Looking at those as basically a cash fund.  I want to see what some of these do firsthand as the mergers complete and the new shares begin to trade.  Educational if nothing else.  It really only takes only or two to hit like Draftings for the return to be decent.  I guess I'm creating the BnB SPAC mutual fund

 
Anyone who may have taken my recommendation and jumped into ntnx in the Low  20’s It’s almost at 24, right around the spot it typically drifts back down to the low 20s. I think I’m gonna hold a bit more and hope for a buyout or buyout rumor but this is where, based on recent history, it starts going down  again 

 
Anyone have any recommendation for a well diversified commodities ETF? I'd like to start with coffee, but also have a balanced fund as well. 

 
BassNBrew said:
I really don't know.  Made some money on OPES and FMCI, but am still sitting on shares.  Diamond peak did maybe 10% after it's merger was announced and a day later doubled for a couple of hours before falling back.  Right now I'm also in GSAHU and KCACU.  Looking at those as basically a cash fund.  I want to see what some of these do firsthand as the mergers complete and the new shares begin to trade.  Educational if nothing else.  It really only takes only or two to hit like Draftings for the return to be decent.  I guess I'm creating the BnB SPAC mutual fund
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SPAC ETF - SPAK

 
eaganwildcats said:
Unless I get talked off the ledge probably going to open a position in Drive Shack $DS Friday. It's been hovering around $1.90ish for awhile. Not a big golfer, but used to live in Raleigh and the place they opened there is always packed.  Random Twitter thread. Perhaps a dip on Friday due to getting dropped from the Russell 3K. 
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Closed this today for a very minor gain. I really just am having a hard time getting behind the "puttery" concept so am moving on. Looking at $UROV as the replacement for the freed up funds. 

 
KGB said:
RLFTF.

I hopped in on your reco at .19.

Fun ride today.  I'm holding.  When are you thinking of selling?  Are we hoping for dollars or cents?
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RVVTF

I hopped in on your reco at .19.

Amazing two stocks with similar names are both at .19 on the same day and because I don't have my glasses on I get into the one that actually rolls into the .30s.

 
BassNBrew said:
FRO.  June news, but $100 million.  They should be buying back shares at these prices.
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Ah yeah. I didn’t love that announcement but it was just an ATM. They don’t have to raise the equity and they can be issuing now as to reduce the price action. I think they said for growth and GCP. I think FRO is of the moderately leveraged folks. I do agree that I’d prefer share buybacks. Had I known what I know now, I’d have stuck with DHT and maybe DSSI. It’s evidenced by performance but the others are over-levered. If they ripped off a deal to pay down substantial debt, I think it could be good long-term for them. 

 
stbugs said:
Curious as to why that SPAC went down after announcing the merger on Monday. Not sure why I’m still sitting on FMCI and OPES, but I am. I’ve got two other SPACs in IPOC and IPOB that haven’t announced anything yet. The SPAC world seems a little lifeless but IPOC/B look to be more tech type SPACs (they were behind Virgin Galactic) so I bought those. Nothing has happened so basically treading water there. Just wondering why this one is down.
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Tailed you here on IPOC.  AH order hit at $10.55.  Also the rest of the FTAC filled at $10.30.

 
BassNBrew said:
Cool, we can get rich off of ripping people off. @Chadstroma
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🤣 pretty much. 

On a side note... I know a lot of brokers that say they are going to short the stock. I have no idea if that is a good stock position to take. 

They do have a large CFPB investigation under way and those tend to not go away until they hammer you on something and there is plenty of shady things that happen there soI wouldn't be surprised if they uncovered a good amount to get knocked on. 

My thoughts has been this is a horrible greedy over reach on their part. Public stock offering means much more light to their tendency to work in the shadows. I think in the end, it will bite them. 

In the short term though rates are silly low and it is a lending frenzy and they are the largest mortgage lender so there is some easy money there. 

I think they will have some nice pricr appreciation for now but could come crashing down if their horribly unethical and bordering unlawful practices are exposed. 

 
KGB said:
following :)
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I was watching BIGC today but worried in today's market the masses just pile in and over inflate anything.  I could see this one going the same way.  If you get in immediately prepare for a sharp drop.  Looks like the time to strike may be after the initial pullback.

 
BassNBrew said:
RVVTF

I hopped in on your reco at .19.

Amazing two stocks with similar names are both at .19 on the same day and because I don't have my glasses on I get into the one that actually rolls into the .30s.
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You know what they say about monkeys and darts picking stocks better than the professionals. 

 
WDC with beats on earnings and revenues but tepid guidance for Q4 and is down 12-13%. Jumping in for a small amount. FSLY as well due to FBG internet friends.

 
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McBokonon said:
The Quicken Loans IPO $RKT is tomorrow. Anybody thinking about getting in? I’m not sure I have a spot for it.
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RKT priced at $18, below the expected range of $20-$22 which is not a very bullish sign.  

 
NajehHejan said:
WDC with beats on earnings and revenues but tepid guidance for Q4 and is down 12-13%. Jumping in for a small amount. FSLY as well due to FBG internet friends.
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Got in WDC at 39.04. So far so good. Almost up to 39.50. Can't free up cash to get into FSLY due to stupid illiquid pre-market

 
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