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Stock Thread (27 Viewers)

I mentioned I sold it to buy $BNGO but $IMMR is holding up today pretty well. Decent volume, still plan on taking a look before earnings.

 
BassNBrew said:
10 is my usual jumping on point but in this case it was 20.  I don't have the account value some of these guys do to jump in at 100 shares.  Also I'm working with my entire retirement account so any trades I make are not my "gambling" account, meaning I'm more conservative than most here with these funds.  Diversity is hugely important to my plan as I own no index funds.  I'm satisfied with stacking up a bunch of little wins.  I currently have 25 SPACS that haven't converted so it adds up pretty quickly as I have between $100 to a high of $5000 invested in each.  I like to leave room to add if there's a drop.  If it runs, then I'll add later on days when there are pullbacks.  A few minutes ago I scanned the list for anything getting hammered today.  Often on days like today I'll add 5-10 shares here and there.

I strongly encourage anyone new here or dealing with a small account not to feel the need to home runs based on other people crushing it.  Just start stacking up a bunch of singles and years from now you'll be in a position where 100 shares is a starter position.
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Do you count your positions more by the number of shares (as you say 10 is a starter) as opposed to a dollar amount?  Do you adjust for shares of something is $10 versus a company where shares are $30?

 
stbugs said:
Lol. I was thinking about you when you said that because my biggest energy holding is SEDG and it’s driving my loss today. 
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SEDG isn't my biggest energy, but it ain't my smallest either. Always on my list for pullbacks because I like it long term. Is there any specific news going on over there? I'm preoccupied with bank earnings today.

 
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Lomez said:
So, I have a bunch of cash sitting idle atm. There just isn't enough I want to buy at these prices, so I've been writing a bunch of puts with it. Most of them expire in Jan.

When I bought my car 2 years ago, I got a decent rate and (partially because my employer had started layoffs) I wanted to keep my $$, so I went the loan route. Now, sitting here unemployed and looking, watching that payment go out every month, I keep thinking I should kill it. The wife and I talked last night about using the cash to pay it off in January, since it's sitting there doing nothing atm. 

Which got me thinking... is there a better way to do this? Let's say I needed $12.5k. And I had $50k sitting on hand. Could I find 2-4 names I would want to own that I could write puts on, at least 10% OTM, expiration within a year, and make 25% (real, not annualized) on them? 
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Lomez ended up pulling the trigger on this a couple of days ago, for better or worse. Basically paying off (refinancing, if you prefer) his car with risk. In the end, it looks like this. All 20-30% premiums. FSLY was higher than it is today at the point the puts were written. It seems the most likely of the 4 to result in assignment, which would be about a $61 basis. I can live with that

FSLY Jan '22 $80
PLTR Aug $20
DKNG Jan '22 $40
FLGT Jul $55

 
Desert_Power said:
SEDG isn't my biggest energy, but it ain't my smallest either. Always on my list for pullbacks because I like it long term. Is there any specific news going on over there? I'm preoccupied with bank earnings today.
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ENPH, FSLR and TAN also down a bunch so I think it’s just a sector drop today.

 
@Capella You made me check into my 401ks, looks like my wife's 401k was up almost 28% last year, her old one I already started the rollover on was up 19% and mine was also 19%. All better than the market, but the 19% ones had more target funds in them. I've updated mine a bit and the rollover will be invested in stocks. With contributions maxed to the open ones and matching, it was a really nice bump in total value, around 60%. Not bad at all.

 
Steeler said:
What is your target on mara and riot and what's the expected timeframe?
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I'm going to sound like a lunatic to some , but I think bitcoin will peak between April and June around 300k+ and fall back down to around 100k by the end of the year.  So I think 10x potential is still on the table for anything bitcoin related.....but it's also going to be a free fall from that too and it's going to be very hard to time.

 
Sideshow Bob said:
I know you've mentioned being a fan of GBTC. No concerns wrt it when we get a BTC ETF later this year? I have to think there will be substantial outflows at that point.
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An etf would just bring more money to the table and put tremendous upward pressure on the price of the commodity and open bitcoin up to another segment of the market.

Right now gbtc is only trading at around a 18% premium which is a fraction of other grayscale products.

Most of my bitcoin bullishness is just reptile brain, supply and demand.  I read grayscale's quarterly report yesterday and they purchased an average of 1200 bitcoin a day last quarter.  There are only 900 coins a day being mined and roughly 1/3 of them get shipped to exchanges.  The supply well is going to run dry... probably within the next 30 days.

 
With these bitcoin mining companies, these are pure speculation plays based on the underlying price of bitcoin.  I have no knowledge or really care to know how effectively they are actually ran.  Any smart decisions they make are icing on the cake but I don't think these plays are worth staying in to past the end of this bull run.

 
McBokonon said:
McBokonon said:
Parking some cash in $VCVC, got in at $10.50 premarket. Founders are 10X Capital - Their VC track record is here and includes DraftKings, Wish and Palantir - along with a director from DraftKings. Targeting tech, AI, fintech, etc. 
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NajehHejan said:
real fast why do we like vcvcu again?
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Just parking cash there for now, still really early but a pretty solid team and they’re targeting growth.
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Sure, why not. 

 
Link to webinar

I wouldn't blame anyone for taking their $BNGO gains before the weekend. I'm hanging on for the possible ARK stake - the link above is to their monthly webinar from a couple days ago where they mention Saphyr specifically as being in a "good position" to do a whole bunch of big word science stuff. The mention is around 34:39 so maybe start at 34:20. 

 
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Mostly out of stocks....hoping this downturn continues and this is the beginning of the correction forecasted by many so I can play it like a fiddle.   

Sorry, not sorry. :)

 
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So here is a SPAC question.  Is there a general timeframe to keep in mind from listing to an acquisition? I know it varies but what are y’all thinking when getting in on one of these?  Do they list because they have a target or do the set it up and start looking for a partner?

 
Nick Vermeil said:
So here is a SPAC question.  Is there a general timeframe to keep in mind from listing to an acquisition? I know it varies but what are y’all thinking when getting in on one of these?  Do they list because they have a target or do the set it up and start looking for a partner?
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Sometimes they have a target, other times they don't.   No real timeframe.   

 
TripItUp said:
Mostly out of stocks....hoping this downturn continues and this is the beginning of the correction forecasted by many so I can play it like a fiddle.   

Sorry, not sorry. :)
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Damn, that's saying something considering how much you've been invested in over the last year, eh? Good luck...

 
My wife was just given 1% of shares in a soon to be SPAC IPO.  They are a big presence in psilocybin and the leader in the ketamine space - their psilocybin competition was recently valued at $2B in their IPO.... 🤪

I don't know what the obstacles are to this actually happening this year but I may retire early boys!

 
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Nick Vermeil said:
So here is a SPAC question.  Is there a general timeframe to keep in mind from listing to an acquisition? I know it varies but what are y’all thinking when getting in on one of these?  Do they list because they have a target or do the set it up and start looking for a partner?
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The one thing to always remember about SPACs is that each SPAC is different and has different terms. None are guaranteed to find an acquisition partner, so be careful about buying substantially above NAV.

 
matuski said:
My wife was just given 1% of shares in a soon to be SPAC IPO.  They are a big presence in psilocybin and the leader in the ketamine space - their psilocybin competition was recently valued at $2B in their IPO.... 🤪

I don't know what the obstacles are to this actually happening this year but I may retire early boys!
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I'd love to know what the SPAC is, when you have it. I'm already in TRUFF, might as well go along for the full trip. 

 
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So we have to be heading for a bear market, right?  The speculative trading is insane.  I've been thinking value stocks and maybe some tech tied into 5G.  Maybe some energy......also, seems like a good time to save cash to buy when it goes down

 
I remember a story from the just before great depression, where a financier was gin a cab and the driver was giving him tips on the market. To him, that was the tipping point and he sold everything the next day, right before the crash.

Any of you guys drive a cab?

 
RLFTF rose 4% in the last 10 minutes of trading hours to close at $.379 on Friday.  Dr Javitt is starting to promote RLF-100/aviptadil/Zyesami.  Here are 3 articles recently published in trade mags.

NeuroRx on the Move: An Interview with Founder and CEO Jonathan Javitt

https://www.biospace.com/article/neurorx-on-the-move-an-interview-with-founder-and-ceo-jonathan-javitt/?fbclid=IwAR3osKA-VrwJbEJk2MhLHQxqDrpxPW1rFUoxk82qpy6UzD0l7k79X5FE64I
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A new approach to COVID-19 treatment

https://pharmaphorum.com/r-d/views-analysis-r-d/a-new-approach-to-covid-19-treatment/?fbclid=IwAR0dLJAWdJFIkzEkaAER17wfKu5mGR4TEwIPySOP0FaRmRudNEN3AdTZmyU
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The Challenges of a COVID-19 Clinical Trial

https://www.appliedclinicaltrialsonline.com/view/the-challenges-of-a-covid-19-clinical-trial
Click to expand...

 
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Manster said:
So we have to be heading for a bear market, right?  The speculative trading is insane.  I've been thinking value stocks and maybe some tech tied into 5G.  Maybe some energy......also, seems like a good time to save cash to buy when it goes down
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You would think but people are desperate to chase yield which could go in for awhile. I’ve gone from holding a lot of cash for a pullback to slowly adding more. 

 
GoBirds said:
You would think but people are desperate to chase yield which could go in for awhile. I’ve gone from holding a lot of cash for a pullback to slowly adding more. 
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This is a pretty insane time....5G, electric vehicles, 'rona vaccine.  Im going to keep plugging into my 401k/IRA and play around with the market.....when a big correction comes I'm going to look to buy fo sho

 
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Manster said:
This is a pretty insane time....5G, electric vehicles, 'rona vaccine.  Im going to keep plugging into my 401k/IRA and play around with the market.....when a big correction comes I'm going to look to buy fo sho
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It's so crazy.  I was thinking stocks and housing would crash with everyone out of work, etc.  Nothing of the sort here in AZ.  Housing is booming with CA people moving in.

I want to say get out, but everything is booming.  Which probably means SELL!

 
KGB said:
It's so crazy.  I was thinking stocks and housing would crash with everyone out of work, etc.  Nothing of the sort here in AZ.  Housing is booming with CA people moving in.

I want to say get out, but everything is booming.  Which probably means SELL!
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Same in Oregon.....real estate is booming.  I've been trying to get a feel for what the market is going to do, but with the presumptive re-opening of the economy this year, I think the bull market could continue....at least in some areas.  Couple that with 5G, and the right tech stocks could thrive.......disclaimer, I'm a relative market noob, but I'm having fun trying to educate myself.

 
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