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Stock Thread (14 Viewers)
- Thread starter St. Louis Bob
- Start date
Nugget
Footballguy
Dwayne Hoover
Footballguy
UAVS made a big move today based on the Amazon drone news. Still speculative, I may have to exit and take a nice win.
https://marketingsentinel.com/2020/08/31/0-8-jump-drives-ageagle-aerial-systems-inc-uavs-into-becoming-a-top-stock-for-investors/
Hard to walk away from at the present moment though
https://marketingsentinel.com/2020/08/31/0-8-jump-drives-ageagle-aerial-systems-inc-uavs-into-becoming-a-top-stock-for-investors/
Hard to walk away from at the present moment though
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SFBayDuck
Footballguy
Oh yeah, that was the Jimmy Barrett thing. Guess it didn't stick as I assumed the brand was made up, or wasn't around anymore since I don't recall ever seeing them.
Don Hutson
Footballguy
I just bought into HGEN at $2.83. Its stock price was consistently between $4 and $6 between June 29th and August 11th. Then it dropped from $4.85 to $3.05 in the 3 days after the Russian Covid Vaccine news. It gained some back but has been drifting down for the last couple of weeks. There hasn't been any bad news about the effectiveness of lenzilumab as a Covid therapeutic. Humanigen doesn't self-promote like CytoDyn so its investors are a little in the dark about when good news is coming but it is due. It could really pop if/when good news does come. At a minimum, it won't go down much from its current stock price.
Dwayne Hoover
Footballguy
I have some of this as well. Hopefully either CYDY or HGEN hit, would be happy with one. Both seem like I'm asking for way too much.
Capella
Footballguy
I want some of this but have cydy and the relief stock. Don’t really want a third but it’s tempting.
Dwayne Hoover
Footballguy
I have a 4th, Regeneron. Of course, that is not completely tied to Covid at all. I feel like it's cocktail will be approved once they have data. The FDA loves BP.
Don Hutson
Footballguy
I'm playing musical chairs with CYDY, RLFTF, and HGEN. I'll buy any of the three when they are priced low.
-OZ-
Footballguy
I have CYDY, HGEN, RLFTF, and RVVTV. Only a couple thousand dinero in each.
FreeBaGeL
Footballguy
ZM off and running on $655m revenue during the only quarter of our lifetimes where the entire developed world is working from home and needs exactly their kind of product.
Now roughly half the market cap of Disney, who did "only" $11.5bn revenue last quarter when their two largest sectors were basically shut down for likely the only time in our lifetimes.
Now roughly half the market cap of Disney, who did "only" $11.5bn revenue last quarter when their two largest sectors were basically shut down for likely the only time in our lifetimes.
Capella
Footballguy
Uhhhh yea if Bezos does this I may log off and head to the Caribbean for a while/forever.
Well, looks like the tech run will continue. Blowout quarter, up 9% to 355 after going up almost 9% today.
I bought it at $67 so well over a 5 bagger for me. It’s up $57 today including AH, so it almost went up as much as my cost was per share. Ridiculous. As well as TDOC has done, I should have bought both, I am glad I decided to by ZM.
Definitely at ATHs today.
Dwayne Hoover
Footballguy
Wait, your argument on D+ growth being accelerated due to CV is now not acceptable for ZM? Wouldn’t Disney have the same limitations on future growth?
Its not like ZM wasn’t already growing like crazy pre CV. 2019 revenue more than doubled 2018 and in only 3 quarters they’ve about doubled 2019. Yes, growth accelerated but it was already underway and still has a lot of runway. The forecast is for 2020 to basically triple 2019 and software is about the most profitable industry so comparing revenue isn’t the best approach as margins are way different. Toyota has the same revenue as Amazon but Amazon’s worth a lot more.
All that said, freaking love the results because the stock should maintain until October so I can get into long term capital gains and drop some shares and let the rest run. It’s been berry berry good to me.
Bob Sacamano
Footballguy
I thought we were done with stock splits as it was. I think we'll see more of them now, but Bezos seems like the kind of guy to look at that go, "Meh. Costs money. Doesn't add value. Why?"
He’s said that share price will take care of itself and has always been more focused on company growth. I don’t expect a solid any time soon, which is OK to me. Some of the reasoning behind ridiculous pops for splits are humorous. It’s FOMO at this point Apple and Tesla have been grabbed by retail investors. It’s not the cheaper shares because they have been doing ridiculous volume and popping way before today. This article echoes my thoughts on it: https://finance.yahoo.com/news/stock-split-behavior-underscores-the-markets-weirdness-confusing-billionaire-and-analysts-200729624.html
When this is the thinking:
Barstool’s Dave Portnoy echoed this sentiment last week: “Why do I like when stocks split? Because you get double the stocks.”
That’s a sign.
Capella
Footballguy
Yes but you have to take the stupidity and irrational behavior of people into account. Just can’t dismiss it because what they’re doing is silly. They’re doing it and it affects share prices imo. I think a lot of in here continued to dismiss tesla’s share price based off of old time thinking and it cost money.
I didn’t say I don’t get why it’s going up. It’s clearly FOMO. It doesn’t fundamentally change how stocks are valued. There have been overvalued stocks forever. There always will be. There will always be innovative stocks that do better than old time thinking as you said. I wish I bought Tesla at $350 when I was thinking about it. That said, there is no new time thinking that justifies the run up solely due to the split.
Were you investing during the dot com bubble in 2000ish? I didn’t have enough money unfortunately and I actually knew a lot of vapor water companies. I am not saying Tesla won’t be successful at all but back in 2000 I saw a lot of articles trying to justify lofty valuations based on eyeball counts. That’s what the run up from 1300s to now 2500 has started to feel like. It’s basically doubled since the earnings report which wasn’t great and it had just run up due to the S&P 500 inclusion. I mean it was amazing to hear one analyst have no idea why the stock was way up and the second analyst was quoted for a positive press piece even though he said he was bearish long term.
I’m sorry but it’s not old time thinking in this case. Their run up has been non-fundamentals. There’s no new math where stock splits and FOMO change a companies revenue and earnings. It’s real and the run up has happened but it could lead to either a bigger dip or just stagnation because there is no other non fundamental move coming.
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Bob Sacamano
Footballguy
I think an element of the split for AAPL is the share buyback program as well. Which AMZN doesn't need to be as concerned with. Sure, in theory, no difference. But more shares available when you're looking to buy = better.
Sand
Footballguy
SFBayDuck
Footballguy
Yeah, I've seen those. Didn't realize (until I just googled it) that they were an UTZ brand. And they own those TGIF potato skin chips? I used to love those, back in college when microwaving some frozen egg rolls was as gourmet as I got.
ChiefD
Footballguy
Sand
Footballguy
Used to say Gramercy, LA on the bags and that changed not too long ago. I guess that's when they got bought.
Desert_Power
Footballguy
Yeah, I looked up the brand during that because had never heard of it. Now I notice it any time I see it on an end-cap at a grocery store. Good advertising
Desert_Power
Footballguy
Do people actually prefer Zoom to Google Meet? Because I have preferred Meet for any x<10 get together. Is the former much better at large numbers? Not sure if they can handle larger volumes, because have only done Zoom in business settings.
Makes sense, but can you unpack the last sentence and how that is better for share price. I assume better for buyers means share price not increasing, right?
McBokonon
Footballguy
I hate Meet. We did it once for a campaign meeting and we cancelled within 10 minutes and started a Zoom meeting instead.
Me too. Out of Teams, Webex and Zoom, it’s my least favorite and it’s not close. It’s the only one I used and didn’t like at all.
ChiefD
Footballguy
Bob Sacamano
Footballguy
FreeBaGeL
Footballguy
https://www.youtube.com/watch?v=iDcbUAh731s&feature=youtu.be
Except instead of houses and condos it's ZM and TSLA shares/options.
ETA: 2nd half of vid has some NSFW parts.
Except instead of houses and condos it's ZM and TSLA shares/options.
ETA: 2nd half of vid has some NSFW parts.
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Lol. I don’t think it’s quite to that level but I loved that movie. Also, those are bewbs not parts.
Desert_Power
Footballguy
One reason I like to check opinions here. Webex is by far my favorite out of this list though. Having to use more Skype at work and it is terrible.
Nah, you did well. I was just shocked when I saw it although AH <> regular hours. I still have to wait until mid October to avoid short term taxes which would be a big whack.
I like Teams and Zoom better than Webex. Webex is great when it works but when they do upgrades there sure seem to be little issues like having to dial in twice. I haven’t used Skype in a long time but I never liked it for anything.
McBokonon
Footballguy
Skype is also garbage but I imagine that’s because Microsoft owns it and just focused on Teams instead.
KGB
Footballguy
No expert here. my thoughts on why amazon is good.
Economy goes down, I dont think Amazon gets hit as bad as most.
If it does go down, im willing to hold for 10 years or whatever. not going bankrupt. I'll just keep adding.
AWS is king in their field.
govnt contracts
Amazon is king for purchases. Although I think walmart will take a bite.
I think amazon get even better with their delivery. 1 hour, drones, food, etc.
what if they split? even better
I kinda see no downside so I have almost everything but fun money in them
The General
Footballguy
Holy Zoom Batman. Tomorrow is going to be nice.
