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Stock Thread (13 Viewers)

Swaymoney said:
Anyone bought in or thinking of buying into Fubo TV?
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@identikit was in on it earlier. I hadn't realized that it slipped so much from its recent high until you posted it in the other thread. I am slightly intrigued because it has a channel I use a lot that is hard to find (Bein Sports).  It has always been very soccer focused.

 
Swaymoney said:
Anyone bought in or thinking of buying into Fubo TV?
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Desert_Power said:
@identikit was in on it earlier. I hadn't realized that it slipped so much from its recent high until you posted it in the other thread. I am slightly intrigued because it has a channel I use a lot that is hard to find (Bein Sports).  It has always been very soccer focused.
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Bought @ 29.70, sold some @ 50, and the remainder @ 40.

Seems like a lot of downward pressure right now.

Not opposed to jumping back in, but I'd want to see it stabilize first.

 
identikit said:
Bought @ 29.70, sold some @ 50, and the remainder @ 40.

Seems like a lot of downward pressure right now.

Not opposed to jumping back in, but I'd want to see it stabilize first.
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I own a bit in the 30s. Not planning on adding any unless it stabilizes. In my IRA so willing to hold on for a while to see how their earnings go.

 
stbugs said:
Just being invested and/or putting cash into stocks was a great move in March. Most of the tech type stocks we mentioned in here were up even more. My IRA is my biggest account by a lot and it's the easiest to check returns on since my taxable accounts have had investments/payments. It's up 191% since the March bottom, which for me was 3/16-3/18.
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We deployed 95% of the cash we had between 3/16 and 3/23 and still added more following the bottom.

I have been on a little vacation from this site the past two months.

I did an about face on DIS at $151.

I did a massive deep dig before they issued their guidance which is what has propelled the stock to these new all time highs. Remember I had owned DIS since 1995. We took massive massive profits in 2020 and also rebought it in the low 80’s and sold again at the 120’s. I was highly bearish at that point. And unfortunately was given a 2 month time out here (never had that happen before.....and never will again) and was unable to communicate my buy signal at 150 and change. My target on the stock is now $300 over the next 18-24 months. This is all based on the 180 they have taken in their business model. That was the research we had been doing with intellectual capitol we have at our disposal before it hit the street. 

Anyway we have been back in at $151.25 to be exact. Was I wrong to exit in the 120’s? No not for my situation. We made a massive amount fo money. So I gave up an additional 20% upside. But that’s ok. We are long again. No body is perfect. I was able to re-evaluate and get back in. Wish I had been able to post here when I did. 

I really really hope everyone picked up some BLDP when I was able to post about that one and it was around 15-16 bucks a share. I LOVE THAT COMPANY AS A MASSIVE PLAY ON HYDROGEN power cells. A real deal company. 

MDU I also LOVE!!!!!! Boring utility with massive assets and sources of revenue. And a 3% yield to boot. 

Also buy AMT and Emergent Bio Solutions. (EBS). Those are the buys I have now.

I would expect a pull back 1st quarter 2021 in this frothy market. The tech stocks have run like gang busters. We are due for a breather here. Remember one to three 5-7% corrections in a given year are pretty common. Even a 10% correction almost every year is par for the course. 

2020 was a personal record year for me and I have zero to complain about. 

I can easily see a sideways market in 2021. Yield is crucial for long term investors in sideway markets. 

We did our year end tax harvesting and are sitting on anywhere from 12-15% cash right now. The rest is fully invested.

Personally I am 95% invested and 5% cash. Not concerned about the markets long term.

The master list has done amazingly well. That was a once in 10 year event folks. The back the truck up moment since March 2009.

 Happy to be back. Happy New Year and happy investing. I will chime in when I see opportunity. And answer questions when I can as usual. 

 
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NajehHejan said:
Anyone with some free time on their hands - would be awesome to figure out the % gain on todem's master list since 3/27 - assuming you bought equal parts of each - my guess is it has beaten the S&P by at least 5 points.

I still own many of these - one of the best surprises has been GCV - I'm up 37% in share value since I bought it in mid-April, and on top of that, it pays an 8% dividend - 8 PERCENT! (to be shouted to the tune of "A MINUS 8" - the cranky book publisher board member from Elf). Owning this in my IRA has been a godsend - reinvesting those sweet 8% quarterly dividends.
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@Todem

I grabbed (or already had) many on your list as long term holds  - and of course traded the sweet, salty BLMN 4 times for some nice fat gains, thanks for that one.

I missed this GCV though. You still on this one as a long term hold even after the run up it's had?

 
The General said:
@Todem

I grabbed (or already had) many on your list as long term holds  - and of course traded the sweet, salty BLMN 4 times for some nice fat gains, thanks for that one.

I missed this GCV though. You still on this one as a long term hold even after the run up it's had?
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Yes. It is a very good yield play with some mild growth. It is a high yield convertable bond fund. I would not have more than 5% of my portfolio in it.

 
Todem said:
We deployed 95% of the cash we had between 3/16 and 3/23 and still added more following the bottom.

I have been on a little vacation from this site the past two months.

I did an about face on DIS at $151.

I did a massive deep dig before they issues their guidance which is what has propelled the stock to these new all time highs. Remember I had owned DIS since 1995. We took massive massive profits in 2020 and also rebought it in the low 80’s and sold again at the 120’s. I was highly bearish at that point. And unfortunately was given a 2 month time out here (never had that happen before.....and never will again) and was unable to communicate my buy signal at 150 and change. My target on the stock is now $300 over the next 18-24 months. This is all based on the 180 they have taken in their business model. That was the research we had been doing with intellectual capitol we have at our disposal before it hit the street. 

Anyway we have been back in at $151.25 to be exact.

I really really hope everyone picked up some BLDP when I was able to post about that one and it was around 15-16 bucks a share. I LOVE THAT COMPANY AS A MASSIVE PLAY ON HYDROGEN power cells. A real deal company. 

MDU I also LOVE!!!!!! Boring utility with massive assets and sources of revenue. And a 3% yield to boot. 

Also buy AMT and Emergent Bio Solutions. (EBS). Those are the buys I have now.

I would expect a pull back 1st quarter 2021 in this frothy market. The tech stocks have run like gang busters. We are due for a breather here. Remember one to three 5-7% corrections in a given year are pretty common. Even a 10% correction almost every year is par for the course. 

2020 was a personal record year for me and I have zero to complain about. 

I can easily see a sideways market in 2021. Yield is crucial for long term investors in sideway markets. 

We did our year end tax harvesting and are sitting on anywhere from 12-15% cash right now. The rest is fully invested.

Personally I am 95% invested and 5% cash. Not concerned about the markets long term.

The master list has done amazingly well. That was a once in 10 year event folks. The back the truck up moment since March 2009.

 Happy to be back. Happy New Year and happy investing. I will chime in when I see opportunity. And answer questions when I can as usual. 
Click to expand...
Good to see you back! I have 0 regrets about last year. Lots of better picks could have been made for sure but then we’d all be billionaires in 5 years. Definitely should have pushed all my cash in during March but I never jumped out so had a lot of skin already in the game. Even April to June was a great time. I made some changes and added different stocks in early June and those have done great as well.

Will look a bit closer at DIS for long term. I feel like there could be a near term blip but I’m also pretty low on cash. I need to rollover one 401k and that will free up cash for buying some more individual stocks instead of funds. That will probably take a bit as I’m sure they won’t rush to give away assets.

 
stbugs said:
Good to see you back! I have 0 regrets about last year. Lots of better picks could have been made for sure but then we’d all be billionaires in 5 years. Definitely should have pushed all my cash in during March but I never jumped out so had a lot of skin already in the game. Even April to June was a great time. I made some changes and added different stocks in early June and those have done great as well.

Will look a bit closer at DIS for long term. I feel like there could be a near term blip but I’m also pretty low on cash. I need to rollover one 401k and that will free up cash for buying some more individual stocks instead of funds. That will probably take a bit as I’m sure they won’t rush to give away assets.
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You and I both. I wish I had more than 30% cash at that time. But like you I was invested. And that is what you should be long term. 

We were fortunate to have that much cash laying around. In 2009 I had over 50% cash because we had sold out of half the market in July 2008 and that was by design. 

I am in cash building mode for 2021 and 2022 while what I have is working in the market. I always try to build cash each month. Not easy with life and expenses and I get it. That is why most should be plowing 15% into the 401K every year...no doubt. Actually everyone should plow as much as they can into a 401K. And rebalance during the most volatile times to be more aggressive to take advantage of the panic. 

You had a sick year from reading your posts!!

 
Todem said:
We deployed 95% of the cash we had between 3/16 and 3/23 and still added more following the bottom.

I have been on a little vacation from this site the past two months.

I did an about face on DIS at $151.

I did a massive deep dig before they issued their guidance which is what has propelled the stock to these new all time highs. Remember I had owned DIS since 1995. We took massive massive profits in 2020 and also rebought it in the low 80’s and sold again at the 120’s. I was highly bearish at that point. And unfortunately was given a 2 month time out here (never had that happen before.....and never will again) and was unable to communicate my buy signal at 150 and change. My target on the stock is now $300 over the next 18-24 months. This is all based on the 180 they have taken in their business model. That was the research we had been doing with intellectual capitol we have at our disposal before it hit the street. 

Anyway we have been back in at $151.25 to be exact. Was I wrong to exit in the 120’s? No not for my situation. We made a massive amount fo money. So I gave up an additional 20% upside. But that’s ok. We are long again. No body is perfect. I was able to re-evaluate and get back in. Wish I had been able to post here when I did. 

I really really hope everyone picked up some BLDP when I was able to post about that one and it was around 15-16 bucks a share. I LOVE THAT COMPANY AS A MASSIVE PLAY ON HYDROGEN power cells. A real deal company. 

MDU I also LOVE!!!!!! Boring utility with massive assets and sources of revenue. And a 3% yield to boot. 

Also buy AMT and Emergent Bio Solutions. (EBS). Those are the buys I have now.

I would expect a pull back 1st quarter 2021 in this frothy market. The tech stocks have run like gang busters. We are due for a breather here. Remember one to three 5-7% corrections in a given year are pretty common. Even a 10% correction almost every year is par for the course. 

2020 was a personal record year for me and I have zero to complain about. 

I can easily see a sideways market in 2021. Yield is crucial for long term investors in sideway markets. 

We did our year end tax harvesting and are sitting on anywhere from 12-15% cash right now. The rest is fully invested.

Personally I am 95% invested and 5% cash. Not concerned about the markets long term.

The master list has done amazingly well. That was a once in 10 year event folks. The back the truck up moment since March 2009.

 Happy to be back. Happy New Year and happy investing. I will chime in when I see opportunity. And answer questions when I can as usual. 
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:moneybag:  Marking for my records.

Welcome back. Getting clipped is part of the FBG experience :lol:

 
The General said:
:moneybag:  Marking for my records.

Welcome back. Getting clipped is part of the FBG experience :lol:
Click to expand...
Yeah man. I did not even do anything wrong to be really transparent. I was simply posting opinions. Not attacking anyone personally at all. I was targeted. I felt like I was being watched by someone and being reported for posting facts and truth. 

It was incredible. 

Anyway....enough of that. We are not ever going back into that cesspool again (Political forum) it is simply bad news in there. Lot’s of butt hurt, panties up in a bunch types in there. Insanity. 

 
Glad to see you're back @Todem and thank you for the picks this year. I was waiting for Disney to drop back down under $100 and have been of course kicking myself though other stocks I bought have done great. Would you still start a position here at $180?

 
CR69 said:
Glad to see you're back @Todem and thank you for the picks this year. I was waiting for Disney to drop back down under $100 and have been of course kicking myself though other stocks I bought have done great. Would you still start a position here at $180?
Click to expand...
My long term target is $300.

Disney is now and moving forward (as long as that great guidance they announced last month comes through and execution is on point) being viewed as a tech/streaming play. No longer is this stock in a core style box. It is being traded as a high growth stock in the vein of Netflix. High multiples are now attached to Disney. 

Buy.

 
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TripItUp said:
I'm in a large cash position after pocketing some gains.  Am considering the following stocks, some SPACs, some ARK plays.  I'll try to post more info about why tomorrow as I am a bit worn out tonight.

Stocks/SPACs I'm targeting this week

  • NIU 
  • JD
  • BEAM
  • SSPK
  • INAQ
  • BTWN
  • STIC
  • GOOGL


Current Holdings

  • DKNG
  • BTC
  • SI 
  • CRSP
  • FLIR
Click to expand...
I've been watching FLIR for a while now. Zoom, there it goes.

 
Well my New years resolution was to trade a little bit less.  That last about 10 minutes as the NGA I acquired on Thursday was up 19%.  Banked the first win of the year.

Added some of Todem's picks and some from the stock thread.  Chet liked UUUU and it was down 6% so that was a good entry.

 
Leeroy Jenkins said:
Sit tight . . . until when?  At some point you have to sell -- just when you need/want the cash for something as opposed to trying to turn profits?
Click to expand...
When you have reached your long term goals with the growth portion of your portfolio (stocks that do not provide any yield) it is prudent to shave off a good portion of that and move those assets into income producing assets so you can live off the rewards of profit. Yes the tax man will be holding his hand out (in non IRA accounts) for that long term capitol gain payment. But that is the price of playing the game.

Also you can cash in that great slice of growth to buy that dream cabin in the mountains to live half the year of in the spring and summer.

Everything depends on your vision, and plans. We talk about this all the time with our clients. What do you want to accomplish. What kind of legacy do you want or not want to leave?

Everyone is unique and different. There is no magic bullet answer and one size never fits all.

That is how I build and manage portfolios. Totally customized for what you want out of life.

 
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Don Hutson said:
BEEM down 19%  What happened?
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It went up way way way too much. Just like QS getting killed today. About 1 week of trading days ago, QS was at $132. It’s at $53 now and that’s still a 5x pop. When you won’t have any revenue until 2025 (according to the company), it’s pretty damn hard to be worth $50B as an EV battery supplier. BEEM is the same, future potential, but a $600M market cap is a hard sell for a company with less revenue in 2020 than in 2019 which was less than 2018 and their most recent quarter was a little over $1M in revenue. It’s still up 5x since GM mentioned it just really really frothy like QS. Both are priced as if they already succeeded and that’s a ways off and still risky. There’s a ton in the market like that.

 
Todem said:
We deployed 95% of the cash we had between 3/16 and 3/23 and still added more following the bottom.

I have been on a little vacation from this site the past two months.

I did an about face on DIS at $151.

I did a massive deep dig before they issued their guidance which is what has propelled the stock to these new all time highs. Remember I had owned DIS since 1995. We took massive massive profits in 2020 and also rebought it in the low 80’s and sold again at the 120’s. I was highly bearish at that point. And unfortunately was given a 2 month time out here (never had that happen before.....and never will again) and was unable to communicate my buy signal at 150 and change. My target on the stock is now $300 over the next 18-24 months. This is all based on the 180 they have taken in their business model. That was the research we had been doing with intellectual capitol we have at our disposal before it hit the street. 

Anyway we have been back in at $151.25 to be exact. Was I wrong to exit in the 120’s? No not for my situation. We made a massive amount fo money. So I gave up an additional 20% upside. But that’s ok. We are long again. No body is perfect. I was able to re-evaluate and get back in. Wish I had been able to post here when I did. 

I really really hope everyone picked up some BLDP when I was able to post about that one and it was around 15-16 bucks a share. I LOVE THAT COMPANY AS A MASSIVE PLAY ON HYDROGEN power cells. A real deal company. 

MDU I also LOVE!!!!!! Boring utility with massive assets and sources of revenue. And a 3% yield to boot. 

Also buy AMT and Emergent Bio Solutions. (EBS). Those are the buys I have now.

I would expect a pull back 1st quarter 2021 in this frothy market. The tech stocks have run like gang busters. We are due for a breather here. Remember one to three 5-7% corrections in a given year are pretty common. Even a 10% correction almost every year is par for the course. 

2020 was a personal record year for me and I have zero to complain about. 

I can easily see a sideways market in 2021. Yield is crucial for long term investors in sideway markets. 

We did our year end tax harvesting and are sitting on anywhere from 12-15% cash right now. The rest is fully invested.

Personally I am 95% invested and 5% cash. Not concerned about the markets long term.

The master list has done amazingly well. That was a once in 10 year event folks. The back the truck up moment since March 2009.

 Happy to be back. Happy New Year and happy investing. I will chime in when I see opportunity. And answer questions when I can as usual. 
Click to expand...


Do you see MDU AND BLDP as long term plays?

In March, I jumped in on a bunch of your recommendations (first time investor) and I've basically doubled my money and then some. 

Thank you so much for all your recommendations and market wisdom!

Happy New Year!

 
Steeler said:
I'm on the IMMR train today at 10.68
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Wish I didn’t hop on in the 11s. I always seem to hop on the train a little late and then bail too early. Just a small amount but I may bail out of a few things like this to concentrate on just the long term buys.

As @Todem mentioned, definitely think there will be a short term correction coming soon or maybe already started.

 
Swaymoney said:
Do you see MDU AND BLDP as long term plays?

In March, I jumped in on a bunch of your recommendations (first time investor) and I've basically doubled my money and then some. 

Thank you so much for all your recommendations and market wisdom!

Happy New Year!
Click to expand...
MDU and BLDP are long term plays.

I am going to go on record about BLDP and I am looking at that rare  potential 10 bagger here. It is that kind of technology. Distrupter. Life changing. Hydrogen IMO is bigger than EV. This company has the goods.

MDU is a solid play on infrastructure. With a Biden administrations I think this stock has 20-30% upside over the next year. This is a pure value stock.

 
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Really thinking January isn’t going to be a great month for us all, maybe even Q1. Good for DCAing but I’m thinking as @Todem mentioned that this might be a good year to build up the cash and let the long term stuff sit. My 401k matching is a bit odd in that they match 50% up to a total annual limit (dollar wise) so the match stops quickly if you are maxing out your contributions. My wife’s is an all year thing as they do it based on % of salary up to a certain %.

 
Todem said:
MDU is a solid play on infrastructure. With a Biden administrations I think this stock has 20-30% upside over the next year. This is a pure value stock.
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I appreciate you sharing your insights and improving my financial future.

Previously you recommended EXC and I started a small position. Do you think MDU is a better play? 

 
culdeus said:
I mean is there any company on the planet that has more downside risk if the vaccine rollout goes smoothly and the new mutation is a nothingburger?  
Click to expand...
Yeah, but do you really think it’s going to matter. I’m not going to all of a sudden stop streaming or ordering online and go to Blockbuster and the mall again, are you? Also, I do think that AWS was materially impacted by CV. I think a lot of companies IT related projects were absolutely put on hold a bit and growth rate was hurt.

Anyway, if you think Amazon will have an issue then you’ve got to think that Disney’s strategy change around Disney+ is going to fail or Facebook will completely stop growing, etc.

I don’t think they have any downside risk to be honest. Paradigms were already shifting as @McBokonon has mentioned as well and we aren’t going back to a mall, movie rental, paper, have to travel for work, etc. world. That was already happening and in some cases it just accelerated it.

 
stbugs said:
Yeah, but do you really think it’s going to matter. I’m not going to all of a sudden stop streaming or ordering online and go to Blockbuster and the mall again, are you? Also, I do think that AWS was materially impacted by CV. I think a lot of companies IT related projects were absolutely put on hold a bit and growth rate was hurt.

Anyway, if you think Amazon will have an issue then you’ve got to think that Disney’s strategy change around Disney+ is going to fail or Facebook will completely stop growing, etc.

I don’t think they have any downside risk to be honest. Paradigms were already shifting as @McBokonon has mentioned as well and we aren’t going back to a mall, movie rental, paper, have to travel for work, etc. world. That was already happening and in some cases it just accelerated it.
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Yeah, I feel at some point it's an unstoppable beast, but could see some heavy regulation.  Who knows. 

 
Todem said:
Yeah man. I did not even do anything wrong to be really transparent. I was simply posting opinions. Not attacking anyone personally at all. I was targeted. I felt like I was being watched by someone and being reported for posting facts and truth. 

It was incredible. 

Anyway....enough of that. We are not ever going back into that cesspool again (Political forum) it is simply bad news in there. Lot’s of butt hurt, panties up in a bunch types in there. Insanity. 
Click to expand...
Yep. You venture into the political forum and a banning is pretty much guaranteed at some point. 

 
Leeroy Jenkins said:
Sit tight . . . until when?  At some point you have to sell -- just when you need/want the cash for something as opposed to trying to turn profits?
Click to expand...
It's more of a suggestion not to panic when things are going haywire.  Like.....today with BEEM.  :kicksrock:

 
culdeus said:
Yeah, I feel at some point it's an unstoppable beast, but could see some heavy regulation.  Who knows. 
Click to expand...
It’ll be interesting because unlike Google and FB they aren’t “the” entry point for social media/advertising/search. I can see those two being very similar to the Internet Explorer antitrust action with Microsoft. For Amazon, how can you not say they don’t have competition when you have Walmart, HD, Lowe’s, Best Buy, Shopify, Netflix, Disney, Google, Microsoft, etc. Amazon is huge but kind of like Apple, could you really break it up or say it owns an entire market. If Walmart was never sanctioned or broken up for all the stores they closed then I’d think it would be a very hard argument to make antitrust wise. FB and Google are a bit different IMHO because Google Search or Facebook social media could be made to look very similar to my IE/Windows example.

 
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