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Polish Hammer said:
I was one of the guys pushing RIDE back when it was just the SPAC - admit I got nervous when it dropped recently but the guy that had sold me on it told me to keep the faith. Hell, wish I had bought a little more in at the time. I'll trim a lot of my cost out when it touches $30 again, but I do feel (as does he and his investing group) that this can easily climb above it given time. 
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Yeah, I often wish I buy more on any dips but then I realized that sometimes that just adds more risk than I need. Of course hindsight after it jumps back up makes you regret not adding, but that’s hindsight and much easier. If I’m happy with the amount that I have, just roll and let it go. My CYDY experience was just freaking stressful. Worked out but more so because I got lucky and got out at the two high points outside of that few days it spiked.

NNOX was another where it got back positive and I was cool with a 25% gain. Might regret it but a nice gain.

That said, how does your friend feel about the tech and the company’s work towards getting a product to sell? Nikola was one I avoided because I felt the CEO was swarmy. Just rubbed me the wrong way in interviews, seemed like he was chasing stock price and not focusing. Turned out my thoughts were dead on. Any worries about vapor ware? Market cap is $3.9B so definitely assuming some success.

 
Dwayne Hoover said:
These are around $2.20 right now.  Going to call my shot here and say there will be definitely an opportunity to get out with at least 50% gain before that point.  Could happen soon even.
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What makes you feel good about it now? Is that based on when you think they’ll have news on the trial?

 
stbugs said:
What makes you feel good about it now? Is that based on when you think they’ll have news on the trial?
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I do think there will be news about their trial but highly doubtful I would wait that long to get out of this.  The stock price fluctuates a lot, it doesn't need to hit $10 for these calls to be profitable.  If they start trending that way again, I'll likely get out, don't think it will be long.

 
Jumped into PTON this morning when it dipped below 100, will be a long-term hold for me. Covid was obviously  the best thing that could have happened for them and accelerated their growth, but I'm a big believer in them being vaccine-proof. 

 
JAA said:
jvdesigns2002 said:
JAA said:
GOOGL, not AMZN.

But yes, I believe BA will provide more value over GOOGL in the next 5-10 years.  Specifically, I believe BA is way undervalued right now.  GOOGL is at an all-time high, maybe it will continue to grow?
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That's bold. I'm not sure I agree--but if everybody was right--the masses would all be rich--and thats certainly not the case.  My hesitation with Boeing is that the entire situation with the Max completely eroded a lot of their credibility.  They effectively lied about safety protocols/testing about the max and basically released a death trap.  They killed lots of people and the investigation revealed many internal memos within the company indicating they knew the airplane had flaws/defects.  Now you throw in Covid--where the airline industry and carriers are losing money hand over fist--so many of their potential customers will not be looking to spend big money on new orders.  Lastly--once the max does get into regular circulation in a lot of fleets--there is bound to be some issues that pop up as it's in use.  That plane is going to be treated with such scrutiny that they could be grounded again for the slightest of things.  Don't get me wrong--I'm bullish on Boeing for the very long term--- but I also wouldn't be in a rush to jump into it now.  Just my 2 cents. 
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Really good points, but think about what you said.

First, throw out COVID, its impacting everyone but tech.  Heck, look at energy utilities, all still down and not up except folks like ES (who im long on).

Now, credibility on the MAX ... that impact is over.  I doubt we will see much more stock impact from that situation.  So now it means BA crawls out.  Next, factor in the duopoly.  As of today, are we buying more planes or less planes?  I would guess more for both people transportation, but also consumer goods.  Look at AMZN here:  https://www.marketwatch.com/story/amazon-leases-12-more-boeing-cargo-planes-for-amazon-air-fleet-2020-06-03.  Sure, they are leasing the planes, but the demand is up.

Finally, China.  Look at COMAC and determine how close do you think they are to being a real player?  I think they are trying to move too fast, forcing small carriers to take their commuter planes.  I think China is a pretender.

So - here I am, this is a 5 year buy.  I am assuming that GOOGL will need a cycle.  I chose to use GOOGL over AMZN and MSFT as these stocks provide tangible revenue products.  GOOGL is ad revenue and while its only increasing I believe its close to saturation.  I mean, YouTube is getting so bad with ads lately, how much more ad revenue can their be?  People wont take it.

:2cents:
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Thanks to the POTUS-elect, BA is turning hard.  Without doing the math, id say the trade is currently equal.  Im hoping the next 2 years will see BA push at least a 50% increase.

:blackdot:

 
stbugs said:
Yeah, I often wish I buy more on any dips but then I realized that sometimes that just adds more risk than I need. Of course hindsight after it jumps back up makes you regret not adding, but that’s hindsight and much easier. If I’m happy with the amount that I have, just roll and let it go. My CYDY experience was just freaking stressful. Worked out but more so because I got lucky and got out at the two high points outside of that few days it spiked.

NNOX was another where it got back positive and I was cool with a 25% gain. Might regret it but a nice gain.

That said, how does your friend feel about the tech and the company’s work towards getting a product to sell? Nikola was one I avoided because I felt the CEO was swarmy. Just rubbed me the wrong way in interviews, seemed like he was chasing stock price and not focusing. Turned out my thoughts were dead on. Any worries about vapor ware? Market cap is $3.9B so definitely assuming some success.
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That's why my buddy has been a believer. They are a real company with a real production factory and a prototype. His only/main lingering concern is that there's always risk when going from prototype to full scale production. But otherwise the leadership group and technology they have in place is what has built up the belief. Not to mention they've had a good partnership with GM in terms of getting the facility, investment, etc. Always the chance down the road that if they do well and GM's elec division doesn't that they could get bought out by a big-3 auto maker which would likely be good for the stock as well. He really likes that they are focused on a key market segment and not just general consumer either. Little more steady that way.

 
Trimmed some more RIDE.  Only $1k worth, but I have to capture some more profits when it's on a 40% ride since Friday.  

Still like it a lot long term, and someday one of those trucks will be in my driveway.  This is just some day trading action and I may buy it back soon if it dips.  

 
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Polish Hammer said:
That's why my buddy has been a believer. They are a real company with a real production factory and a prototype. His only/main lingering concern is that there's always risk when going from prototype to full scale production. But otherwise the leadership group and technology they have in place is what has built up the belief. Not to mention they've had a good partnership with GM in terms of getting the facility, investment, etc. Always the chance down the road that if they do well and GM's elec division doesn't that they could get bought out by a big-3 auto maker which would likely be good for the stock as well. He really likes that they are focused on a key market segment and not just general consumer either. Little more steady that way.
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I agree with this. I've been in since around 13, thought really hard about selling at 30, but willing to wait until they get to production. I'm not blind to execution risk and the in wheel hub motors make it more risky IMO, but IF they can produce the truck, it's 5x-10x from here. Companies like Fisker and NIO outsource production. RIDE is in a better position to capture margin having their own factory. I also like the fleet sales niche. Either a homerun or strike out, but I like having something like RIDE in my portfolio.

 
NajehHejan said:
you think this still has room to run? OMG what a chart.....
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I'm a big believer long term. I like Big Data firms in general. I like them more than most for two reasons. One is that they aren't just AI based, but AI and Human based. I think it's nice to think that we can just let AI go off on it's own like Skynet but I think a better solution is having the AI work in combination with human knowledge and input. I think that's a shorter leap and can be used by both govt and corporations more quickly than trying to automate AI completely. 

The second reason is that the founders have a vision, have a lot of control of the company and don't seem to care about Wall Street that much. I like that approach for a small, growing company. 

 
JAA said:
Thanks to the POTUS-elect, BA is turning hard.  Without doing the math, id say the trade is currently equal.  Im hoping the next 2 years will see BA push at least a 50% increase.

:blackdot:
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I wish you the best and it very might well end up being a great trade.  I just think that long term I trust the future of the data industry more than I do the aviation industry.  For a while Google was outperforming BA and I didn't say a word because my take was in regards to the long term.   Its very possible that both of us end up being equally right. 

 
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What are people's thoughts on CCL?  It was on @Todem's original list and it is still down 65% from it's 52 week high even after getting a pop from the vaccine news.  Seems like it has a ton of room to grow eventually.  When will people feel comfortable in investing in CCL?

 
beef said:
Trimmed some more RIDE.  Only $1k worth, but I have to capture some more profits when it's on a 40% ride since Friday.  

Still like it a lot long term, and someday one of those trucks will be in my driveway.  This is just some day trading action and I may buy it back soon if it dips.  
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Rivian looks to be the deal. For the truck, not publicly traded.

 
Steeler said:
What are people's thoughts on CCL?  It was on @Todem's original list and it is still down 65% from it's 52 week high even after getting a pop from the vaccine news.  Seems like it has a ton of room to grow eventually.  When will people feel comfortable in investing in CCL?
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I wanted to get in CCL back when it was $12. Sure, it's $18 today, that's because the administration over-ruled the CDC on extending the "No-Sail" order into next year.

I don't want to poop on cruise lines. Spend your money, it helps us all. Just believe that this could be one of those stocks where you're left holding the bag or stuck waiting around to get your money back like the former $LK

I'm probably wrong :banned:

 
When will people theoretically go on cruises again? Say a vaccine starts to be readily implemented by May — they fire up again next summer? I assume everybody going will need the vax. 
 

Still seems like a lot of time for them to take another dip. 

 
Capella said:
When will people theoretically go on cruises again? Say a vaccine starts to be readily implemented by May — they fire up again next summer? I assume everybody going will need the vax. 
 

Still seems like a lot of time for them to take another dip. 
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The people who love cruises are the highest risk to Covid....elderly, immobile, obese and comfortable being confined indoors or in small places.  Add in their joy of buffet style eating and dining on meals 100% prepared by strangers and you have a recipe for floating death traps.  I wouldn't take another cruise if you paid me and that in non-covid times.  Cannot imagine rational humans rushing in to ride on these human petri dishes. 

 
Capella said:
When will people theoretically go on cruises again? Say a vaccine starts to be readily implemented by May — they fire up again next summer? I assume everybody going will need the vax. 
 

Still seems like a lot of time for them to take another dip. 
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Agree. It's November and we still can't see a way to the other side. 

Regarding the bolded, nothing but sideways charts and no holiday trips for many people that don't like their families. Earnings are going to suffer. Still don't know how $RCL is at $75 a share. 

:banned:

 
General Malaise said:
The people who love cruises are the highest risk to Covid....elderly, immobile, obese and comfortable being confined indoors or in small places.  Add in their joy of buffet style eating and dining on meals 100% prepared by strangers and you have a recipe for floating death traps.  I wouldn't take another cruise if you paid me and that in non-covid times.  Cannot imagine rational humans rushing in to ride on these human petri dishes. 
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Oh when the vax is out those things are going to be filled to the brim. I’d bet on it. 

 
Capella said:
Oh when the vax is out those things are going to be filled to the brim. I’d bet on it. 
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Well yeah, we are a morbidly obese, sedentary populace that keeps Golden Corral in business.  Of course the cruise lines will come back. 

My question to you is this: considering so many Trump backers are anti-vaxx, what happens if the cruise lines require proof of vaccination before boarding? 

 
General Malaise said:
Well yeah, we are a morbidly obese, sedentary populace that keeps Golden Corral in business.  Of course the cruise lines will come back. 

My question to you is this: considering so many Trump backers are anti-vaxx, what happens if the cruise lines require proof of vaccination before boarding? 
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I have talked to my wife about this, as it pertains to my older sister. She wants to do a cruise but is firmly anti-vax and a major Trumpie. I think she will take it in order to do so but not positive. I imagine most trumpies will acquiesce when it comes time to cruising because god knows they aren’t going to go to Chicago or something and walk the downtown. 

 
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beef said:
The Rivian looks badass, except for the headlights and grille.  The lights looks like eyes from a kid's robot toy.  
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I wonder how much of Rivian Amazon owns. They put in $700M in 2019 and were part of another round this year. They also ordered 100k trucks which one would assume comes with benefits. 

 
drunken slob said:
Agree. It's November and we still can't see a way to the other side. 

Regarding the bolded, nothing but sideways charts and no holiday trips for many people that don't like their families. Earnings are going to suffer. Still don't know how $RCL is at $75 a share. 

:banned:
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I think one of the biggest things is what’s going to be the full impact of losses and no revenue for 1-2 years? How many employees will not come back? How much extra will the pay staff to come back knowing the risks? What happens to their fleet sitting idle for two years? If Amazon spent billions on CV prep, how much will cruise lines? How much profit per passenger gets eaten up by all that and incentives to get people back on board?

I have zero interest in betting on travel related stocks because of all of that. Could be some value but the assumption that things will go back to normal and profits will be the same as before is why the stocks are still down a lot. There’s still a lot of risk. How long before they’ll even turn a profit again?

 
beef said:
The Rivian looks badass, except for the headlights and grille.  The lights looks like eyes from a kid's robot toy.  
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To be fair, the frontend of the Endurance isn't great either.  I'll have to deck it out with a BowTie and some longhorns.

 
Anyone else holding RIDEW, Lordstown Warrants?   When these were under $7 I almost bought more.  Each warrant is redeemable for a RIDE share at a cost of $11.50.  Currently RIDEW is around $11.50 while RIDE is almost $28.  Granted these figures need to hold before they can be redeemed, but were looking at a $5 difference.

Feel like I'm missing something here or there is a catch.  The warrants looks like a much better deal if someone wanted to buy and hold.  

 
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beef said:
Anyone else holding RIDEW, Lordstown Warrants?   When these were under $7 I almost bought more.  Each warrant is redeemable for a RIDE share at a cost of $11.50.  Currently RIDEW is around $11.50 while RIDE is almost $28.  Granted these figures need to hold before they can be redeemed, but were looking at a $5 difference.
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No. When is the exercise date? Any reason you didn’t bring them up 50% ago? Seems like a nice discounted option. Probably a much better return overall.

I know very little about the SPAC warrants. I get the concept but I have no details on when, how much and how you do the exercise.

 
stbugs said:
No. When is the exercise date? Any reason you didn’t bring them up 50% ago? Seems like a nice discounted option. Probably a much better return overall.

I know very little about the SPAC warrants. I get the concept but I have no details on when, how much and how you do the exercise.
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Well... I didn't bring it up because RIDE was broke down on the side of the road and trading 50% lower too.  Figured there was enough salt in the wound while everyone was busy hating it or buying it down, or both...

I'm still looking for the exercise date.  I'm thinking (day trading, not long/hold) that might be a good time to sell off RIDE before that date.  Feel like that was a reason, one of, for the DKNG dip after warrants could be converted.  I've seen a few things saying Lordstown can buy them back, they expire in 3 years, others expire in 5 years???   

 
Just sold my small stake in RIDE. 23% gain. Just don't have the long term conviction to hold it past a gain like that like I do with PLTR. 

ETA - in fact, I used the proceeds to buy more PLTR. It's too high now but still a long term win I hope. 

 
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ConstruxBoy said:
I sold at $28.25. 

Guess I'm a cheaper date than you two. 
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Probably smarter too. I saw it at 28.30ish, probably not worth the extra .20. I am just not sold on selling so I made it higher so it might not go through. I think it’s got a little bit more life in it but I’ve been trying to book more profits lately.

 
stbugs said:
Probably smarter too. I saw it at 28.30ish, probably not worth the extra .20. I am just not sold on selling so I made it higher so it might not go through. I think it’s got a little bit more life in it but I’ve been trying to book more profits lately.
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I got greedy.  $27.50 was my target profit for the shares I'm selling in this batch.  May whore myself a buck cheaper and change it to that figure now.  

Institutional holding was 7.15% yesterday, and looks like 6.09 now.  I feel like this was above 50% in the DPHC days.  

 
ConstruxBoy said:
Just sold my small stake in RIDE. 23% gain. Just don't have the long term conviction to hold it past a gain like that like I do with PLTR. 

ETA - in fact, I used the proceeds to buy more PLTR. It's too high now but still a long term win I hope. 
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I got out of PLTR too soon.  This is one I'd like to hold long too.  

 
beef said:
I got greedy.  $27.50 was my target profit for the shares I'm selling in this batch.  May whore myself a buck cheaper and change it to that figure now.  

Institutional holding was 7.15% yesterday, and looks like 6.09 now.  I feel like this was above 50% in the DPHC days.  
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I just sold. Not quite $28, but between NNOX and RIDE ended up with a nice almost $4400 in 2 months. Not bad at all. I’ve still got a couple short term stinkers but overall these SPACs/IPOs/biotech-healthcare short term era have done well this year. Definitely not a pro at them like some of you guys hopping in and out but especially with CYDY, this thread’s been pretty profitable, about $50k this year.

I think if I paid attention a bit better I probably would have made a bit more but lots of good lessons too.

 
Holy ####, I'm seeing the future!

November 18, 2020

3:43 pm ET

'We're In A Race,' Lordstown Motors CEO Tells Cramer

Benzinga
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But it won't tell me the stock price at 3:43 pm ET :kicksrock: TD needs to get it's clock right.

 
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