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Stock Thread (16 Viewers)
- Thread starter St. Louis Bob
- Start date
Don Hutson
Footballguy
beef
Footballguy
I kind of share your thoughts on ZM. I've only done personal and kid's school calls on Zoom and really don't know what else it's capable of. I use MS Teams non-stop every day. On a Teams call now. For me, Teams is so much more than just a conference call tool and I don't know how I'd work without it.
Be careful on the PE ratio. Their growth this year and new revenue base is a giant leap and the current PE still has half a year of their before CV growth. For example, their last quarter’s earnings were 5 times the earnings of the 3 prior quarters. Their Q2 was about as big as the prior 2 quarters and Q3 was basically as big as the prior year. Anyway, unlike Tesla’s PE of 1000 or whatever it is now, ZM hasn’t had a full year of their new revenue model. They’ve added so many new clients and users and they were growing very fast before that just not hyper growth.
I’m not saying they aren’t richly valued just that their 12 month numbers are reflective of 12 months at their current level. Also, they are kind of still in that don’t worry too much about earnings but when you double all of 2019’s revenue in one 2020 quarter you are going to have way more profit than expected.
I wanted to buy more TDOC (don’t want more cash just stock) and saw it at 188 yesterday as well and poof all of a sudden it was positive. I don’t think we are out of the woods with another dip. October was awesome to buy last year and for some reason 1987’s crash always seems to scare folks.
Don Hutson
Footballguy
HGEN was halted for a bit for rising too fast. A low of $8.25 and a high of $10.38. Would have been a great day trade. A few minutes ago the bid was $9.72 and the ask $10.39. Current price: $9.68.
FreeBaGeL
Footballguy
I am our resident ZM bear.
Great growth, but that is to be expected when the government literally orders the entire country into your sector. No room to go up from 100% of the workforce being legally forced to work from home.
The analogy I've given before is while we like to pick on Tesla, what would their revenue be if the quarter started with the government mandating that gas cars were banned from roadways and all cars driven must now be EV, and Tesla actually had the production to meet demand? They'd probably do $500bn in revenue.
That's basically the scenario ZM was just in and they did $600m.
The good news is they were already growing really fast before last quarter, but the stock jumped way ahead. We basically got a free preview of the future everyone was predicting for 20 years from now where no one goes into the office anymore, and rev was $600m in that environment.
ghostguy123
Footballguy
Are amazon and apple a buy right now? Go
https://www.cnbc.com/2020/09/18/stock-picking-has-a-terrible-track-record-and-its-getting-worse.html
Probably old news for most of you, but worth the read for newer investors.
Probably old news for most of you, but worth the read for newer investors.
Punxsutawney Phil
Footballguy
Was going to pick up more amazon at 2950 but it's still dropping. Looking at Google and apple as well.
beef
Footballguy
Only reason I chose LVGO was because @BassNBrew's mention when there was a 5% gap in the share swap calculation. 1% or less now, but I do randomly check it throughout the week.
Just make sure you're not doing this in a Schwab account as they'll charge a crazy fee when the shares change to TDOC. Fidelity doesn't charge this fee.
beef
Footballguy
Bob Sacamano
Footballguy
I've been wanting in on CRM for a long time, and the valuation always stops me. But they're a great company whose position in their space isn't going to change anytime soon, and the ability to add exposure to SNOW on top of that finally got me to pull the trigger. I don't think you're wrong in the long-term. It's just not something you're going to be able to flip quickly, especially with the tech headwinds right now.
beef
Footballguy
Nice on the U, man. You're not a dickface. Only meant that for the big timers getting thousands(tens of) of shares.I got in for 20 whole shares of U at $52. However, I also got 1000 shares of PTVE yesterday at $14.
Bob Sacamano
Footballguy
January $185s around $18.50. That's 10% in 4 mos and should be the combined entity by then. Worst case is you end up owning it at $166.50, which seems like something you'd like anyway.
beef
Footballguy
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I’ve never done options before and I hate to ask for a step by step but would I own the stock no matter what or a chance that I’d get $18.50 and have to walk away?January $185s around $18.50. That's 10% in 4 mos and should be the combined entity by then. Worst case is you end up owning it at $166.50, which seems like something you'd like anyway.
I got 200 of that dog but got shut out on U. What brokerage do you use? I’m wondering if Fidelity is a partner or a partner so the only IPOs I’ll ever get in on are dogs that no one else wants. I ignored VTRU which is down 6% today from IPO price as well. I’m 100% positive I would have received shares on that. No thanks. Already took one in the rear (not a lot).I got in for 20 whole shares of U at $52. However, I also got 1000 shares of PTVE yesterday at $14.
beef
Footballguy
.01 away form a limit to sell another 1/3 at $35. I really don't know much about this one so I'll take some quick easy money. Leave a little for a longer hold, but really appreciate the heads up.
I think these IPOs aren’t going to be very profitable anymore. Even if these companies haven’t been super successful yet, the stocks are shooting way up.
Just last October, I bought ZM at the IPO price months after the IPO. It just feels like that wouldn’t ever happen now. It’s not just the pop from the IPO price but the fact that the IPO pricing is also going up 75-100% before the IPO.
Just last October, I bought ZM at the IPO price months after the IPO. It just feels like that wouldn’t ever happen now. It’s not just the pop from the IPO price but the fact that the IPO pricing is also going up 75-100% before the IPO.
Gotcha. I do think being at Fidelity means I’m SOL on IPOs at least the ones you make free money on.
Nugget
Footballguy
Desert_Power
Footballguy
It’s so easy to trade stocks on your phone now, it’s almost like stock trading is a proxy for sports betting.
Yes, this kind of betting activity lights up the same part of your brain that gets lit up when you are sitting in front of slot machines.
I feel attacked
Bob Sacamano
Footballguy
It's for 100 shares, so chance you'd get "stuck with" just $1850 and have to walk away.
I have no problem providing the step by step if interested. If not, I won't waste either of our time.
beef
Footballguy
I grabbed a tiny bit more at 114. 113 looking like it may hit today. Probably won't add any more unless it dips below 110.
Bob Sacamano
Footballguy
Punxsutawney Phil
Footballguy
Man everything is hitting price alerts for me but still afraid to jump back in. Glad I dumped almost everything Thursday. My primary holdings now are Duke energy, GRBK, Lennar, and Loews Corporation. Even sold McDonald's & HD
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KGB
Footballguy
ghostguy123
Footballguy
I am starting to hate stonks. I want to sell everything I have (mostly amazon, apple, google, etsy).
Guess that means I should hold and maybe buy more?
Guess that means I should hold and maybe buy more?
Dwayne Hoover
Footballguy
Dude, you are ridiculous. I own both CYDY and HGEN but there is no way you can be that much more sure of one than the other.
There is absolutely no evidence that lenzilumab is a better drug than leronlimab. Sadly, that doesn't seem to matter because being connected in this industry definitely helps. I own both because I realize that there is a potential issue here but your singing the praise of this one over Cytodyn with such confidence doesn't add up to me. They are both risky and potentially for different reasons.
Don Hutson
Footballguy
With a share price of $75, HGen's market cap would be $3.75 billion. CYDY currently has a market cap of $2 billion.
Definitely interested. Also, quick question. What triggers getting the shares? My goal would be to get the 100 shares at $166.
Desert_Power
Footballguy
Really getting tempted to add more AMZN/AAPL here, but both are about at my single stock limits right now
ericttspikes
Footballguy
I have a position and holding. Read that they now have 40k pre-orders up from 27k last month. I have no idea where it goes from here, but willing to let it RIDE.
Dwayne Hoover
Footballguy
Noted but they still need to get a drug to market before that happens.
Whyatt has basically given Cytodyn no shot at all to make that happen but he's got a lot more confidence in a drug that is even more unproven. I just find that paradox to be a little ridiculous.
