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Stock Thread (15 Viewers)
- Thread starter St. Louis Bob
- Start date
TripItUp
Footballguy
Desert_Power
Footballguy
We're going to list the NoDa townhome I bought in 2012 next week, so expecting a lot of cash around March to invest. Have been a big fan of their more basic services so far, so probably will swing for something more expensive when that closes. My wife has become just as interested in stonks as I have, which has created an interesting dynamic at home.
Dwayne Hoover
Footballguy
She has been buying a ton of TAK for like the last week. I may follow the money here, the stock price hasn't really moved.
I’ll keep that in mind, honestly not planning on doing anything new this year. Have more than enough stocks to add and I may trim more than add.
Desert_Power
Footballguy
Apparently there are a lot of hedge funds now doing the same thing. Through the grapevine I hear that a lot of pension funds are in on this too in their never-ending quest to meet unrealistic statutory returns. 95bps for active management here is a lot better than 2 and 20.
There is a way this is a bad idea, but I'm not sure where it is.
Sideshow Bob
Footballguy
CR69
Footballguy
Peak frothiness lol. The funny thing though is I've been hearing we were due for a correction for like five years now lol. Who the hell knows when the music stops.
Desert_Power
Footballguy
Speaking of SPACs, DNMR (formerly LOAK) has been a rocketship since the merger on just about no news. I'm going to keep my 5x return rolling, but it just seems odd there is very little press on this company.
Don Hutson
Footballguy
This is why HGEN went up yesterday.
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culdeus
Footballguy
Capella
Footballguy
Why? Seems like it’s just another step in the existing agreement IF they get EUA. I would think having to change the end point again would be far more indicative of success or failure in the trial. This is no different than all the partnerships and manufacturing agreements you see CytoDyn announce or any other biotech company announce when they have drugs in a phase 3 trial. All the CV treatments that failed had these types of manufacturing agreements. Until you get approval they don’t mean much. The entities in this press release don’t have the unblinded results.
IMHO, this is just a softer PR to try and smooth over the announcement of changing the primary endpoint. If it was CytoDyn there would have been a conference call and a proactive video, this is just a simple press release.
Just one man’s opinion but I’ve seen dozens of these types of manufacturing if we get approval announcements in all these biotech companies.
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identikit
Footballguy
I read an article a couple years back (?) that Michael Burry (the 'Big Short' guy) was recommending this one.
Was trading for a couple bucks back then.
I should have listened to him.
FreeBaGeL
Footballguy
Burry bought in at like 4 bucks. But he could've been out long before this recent squeeze there is no way to really know since I think it's still another month before he has to make any disclosures.
Don Hutson
Footballguy
This might cause a bump in RVVTF's stock price. It'd be an interesting fund to invest into as well.
KGB
Footballguy
I just want to say thanks and cheers
Great call so far. Even if you dont risk it further.I have 2450 shares at $14.91 and you made my weekend!
Are you holding thinking the lucid deal will go through? I think I am
KGB
Footballguy
Thinking of starting a position in Ford on monday.
I think they are on board with going electric, They didnt take the 9/11 bailout, so they can think for themselves. I can see them announcing big things in the future. I think limited downside which is important for me. Dont really like the E mustang but love the bronco.
I think they are on board with going electric, They didnt take the 9/11 bailout, so they can think for themselves. I can see them announcing big things in the future. I think limited downside which is important for me. Dont really like the E mustang but love the bronco.
ericttspikes
Footballguy
Nice! I’m only in for 500 so will hold. Feels like odds are about 70% for a deal but at 13 I feel the downside is minimal vs. potential upside.I just want to say thanks and cheers
I have 2450 shares at $14.91 and you made my weekend!
Are you holding thinking the lucid deal will go through? I think I am
NajehHejan
Footballguy
Re: SPCX
I love this thread so much. I’d never have known about spcx yet if it wasn’t for you guys. Getting in on these early is key. I trust most posters in here for the most part. It’s so clutch being able to share ideas with well intentioned like minded folks. Sure we may swing and miss at times but overall our record is stellar. Having some of the heavyweights like todem etc is huge as well. I’m realistic enough to know that things won’t go up forever, there will be turbulence, but we’ll all get through this together. Information sharing is so key. You can find a litany of stock advice on the web, but my preference is the FFA.
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KGB
Footballguy
I am going to bring up LESL again.Re: SPCX
I love this thread so much. I’d never have known about spcx yet if it wasn’t for you guys. Getting in on these early is key. I trust most posters in here for the most part. It’s so clutch being able to share ideas with well intentioned like minded folks. Sure we may swing and miss at times but overall our record is stellar. Having some of the heavyweights like todem etc is huge as well. I’m realistic enough to know that things won’t go up forever, there will be turbulence, but we’ll all get through this together. Information sharing is so key. You can find a litany of stock advice on the web, but my preference is the FFA.
Last time there were some detractions brought up, and I agreed and didnt buy. I'm still not in, but for those of you not in TX or the west coast, Leslies is a pool supply company. I have my own pool service company and dont need to use them, but pretty much everyone who owns a pool that hasnt figured out the BBB method (99% of people) or who doesnt pay for pool service uses them and buys from them out here. Although ALOT of people buy from costco and walmart too.
Anyways, they just IPOd and I think it's a safe bet. I'm not pounding the table and I wouldnt pick them for the contest for biggest winner. But I think it goes up and is not a MEME stock.
KGB
Footballguy
CCIV
I agree. Although I think it Tmp tanks far lower. it would go back to 8 to 10 for awhile. It would be a huge hit for them if this falls though now.
I see it as about the same 50-60% maybe 70 chance of going through. If it does. I think pretty big gains... $40, $50?
KGB
Footballguy
Really considering SPCX. For sure an opening position. SPAC's may be the new IPO's/EV market?Re: SPCX
I love this thread so much. I’d never have known about spcx yet if it wasn’t for you guys. Getting in on these early is key. I trust most posters in here for the most part. It’s so clutch being able to share ideas with well intentioned like minded folks. Sure we may swing and miss at times but overall our record is stellar. Having some of the heavyweights like todem etc is huge as well. I’m realistic enough to know that things won’t go up forever, there will be turbulence, but we’ll all get through this together. Information sharing is so key. You can find a litany of stock advice on the web, but my preference is the FFA.
Desert_Power
Footballguy
ericttspikes
Footballguy
NajehHejan
Footballguy
I’m seeing chatter that folks think EXPR is primed to be the next GME - look at the massive squeeze on Friday, which could just be the start. I recommended EXPR a while back- I unfortunately didn’t buy any shares, but I had options until this past Friday, when my GTC sell order hit for a nice triple. Really good company news lately about strategic store closings and debt restructuring. Stock was $10 in 2018.
ETA: this article is a nice reality check:
https://seekingalpha.com/article/4400605-express-speculation-gone-wild
ETA: this article is a nice reality check:
https://seekingalpha.com/article/4400605-express-speculation-gone-wild
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NajehHejan
Footballguy
I’m looking to take an opening nibble on OZSC tomorrow. EV/energy play. Existing company with actual revenues and government contracts (due to recent acquisition of PCTI last year). Just signed a Master Supply Agreement with Wesco. Seems like a real growing company. Only downside I see is a lot of fake pumping associated with bogus Tesla rumors. CEO also appears to pump to his followers on Twitter. I don’t necessarily like that. The underlying business PCTI is what intrigues me.
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CR69
Footballguy
How can you say that without knowing the terms? When the ACTC merger with Proterra was announced it was only for part ownership and they brought in other partners. What is CCIV only ends up getting 5% of Lucid or something like that?
ericttspikes
Footballguy
You’re right. That is the deal with all SPACS. All guesses at this point. Heard a $15b number, which would be a bit over $30B at this point. Lucid will be going public, whether through CCIV or not, and I expect it’s market cap to be detached from reality. What that means is a guess, but don’t see any reason why it wouldn’t be similar to NIO on FOMO alone.
Dude, there is 0 fundamental discussion out there right now. Look at that Seeking Alpha article on EXPRESS above. Definite eye opener on how stocks are moving hundreds of percents on misleading tweets.
Found this article interesting:
https://investorplace.com/2021/01/cciv-stock-comparing-lucid-motors-to-tesla-as-merger-monday-hopes-soar/
Little anecdotes about the CEO being quirky like Musk, the CEO almost going to art school, then knowing what Tesla did wrong and of course the factory is being built and they may have 7k cars built this year.
I hate to do this as my biggest mistakes over the past year have been selling too soon although well timed on others, but I’m going to start trimming some stocks to build up more cash.
No idea how long this bubble will last but there are stocks way out of whack. I’m not even talking about say an MDB or OKTA or APPN or TTD that have blown up, but the $20-50B companies getting created left and right that are all priced like they are in the SNOW level of growth without actually having any real revenue or having tiny revenue. My worry is when that stuff pops it’s going to create a larger pop with other good stocks. I’m long term on most everything so like March I don’t intend to try and time it but I’d like to build up a nice nut to buy some stocks I might have missed at lower price.
The Man With No Name
Footballguy
HUYA Inc (NYSE:HUYA)
The 12 analysts offering 12-month price forecasts for HUYA Inc have a median target of 172.78, with a high estimate of 198.60 and a low estimate of 145.64. The median estimate represents a +618.88% increase from the last price of 24.04.
Got some of this Thursday @$23.48
Huya Live (Chinese: 虎牙直播) is a Chinese video live streaming service. The site is one of the largest of its kind in China, and also operates globally as Nimo TV.[3][4] Similar to other streaming services like Twitch, the site primarily focuses on video game live streaming and includes official broadcasts of esports competitions.[5] In addition, Huya also has live broadcasts for a variety of other genres, including cooking, traditional sports and "real life" streams.
The 12 analysts offering 12-month price forecasts for HUYA Inc have a median target of 172.78, with a high estimate of 198.60 and a low estimate of 145.64. The median estimate represents a +618.88% increase from the last price of 24.04.
Got some of this Thursday @$23.48
Huya Live (Chinese: 虎牙直播) is a Chinese video live streaming service. The site is one of the largest of its kind in China, and also operates globally as Nimo TV.[3][4] Similar to other streaming services like Twitch, the site primarily focuses on video game live streaming and includes official broadcasts of esports competitions.[5] In addition, Huya also has live broadcasts for a variety of other genres, including cooking, traditional sports and "real life" streams.
CR69
Footballguy
I completely agree that anything is possible in this market and that companies are reaching absurd market caps on speculation. But my main point was you can't even speculate at an absurd share price until you know the details. It's possible that $20 ends up being a crazy valuation in the event they only end up with a small ownership. On the flip side, if they somehow negotiate an insane deal then $100 could be cheap. We just don't know enough to speculate.
Everything has run up so much that I'm actually more hesitant to trim. At this point the market dropping almost 20% takes us back to what early November? Hell, almost 30% is only May.
I'm just going to stay invested, keep plowing money in every month and not look back. But I'm also fairly diversified across crypto and real estate. I think the only thing really missing from my investment portfolio is precious metals which I need to start seriously looking into.
You might be right. I haven’t really trimmed much and I reinvested some as well. I’m just trying to identify stocks that have just gone a bit too far like I did with ZM and FSLY. I’m not negative on what I have just trying to potentially take advantage of a dip and I do think there could be a larger than expected dip. I wouldn’t be too worried about even a 10% dip but it’s been almost like March never occurred.
The only thing I don’t really have is crypto. I don’t think I’ll ever own much precious metal wise and I don’t know much about real estate outside of my house which is probably enough for me.
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FreeBaGeL
Footballguy
I don’t get that chart and what it is following. The S&P the last 5 years has doubled, so from the beginning of 2016 until 7/2020 the S&P was crushing that chart. I get that we have had a huge run up but that index was doing so poorly over 5 years I don’t know why. Is it that companies have to be taken out of the index when they become profitable?
FreeBaGeL
Footballguy
I would assume it's that people were generally less willing to pour huge money into non-profitable companies, whereas now all of the sudden it's almost like a company making a solid profit is boring and everyone wants to dump gajillions into companies with a promise and a dream instead of an actual financially prudent product.
Not that I'm not having fun riding the train as well, but I do so knowing full well I will need to get off at some point and knowing that a fair chunk of the companies I own and probably 80% of the most popular stocks people are talking about every day (not in here, just in general) will be penny stocks 5 years from now.
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Don Hutson
Footballguy
Gotcha. I think there has also been a shift back to grow and then become profitable like Amazon and others have done. Also, a lot more tech companies going public lately. That said, there’s ridiculous assumptions that GameStop will actually turn things around just because a guy from Chewy bought a bunch or that Lucid motors knows exactly how to handle car manufacturing and won’t make mistakes. I’ve said the same thing that most of these SPACs will be losers in a few years. GameStop and DoorDash may lag longer because they are going to the well at higher prices. That well will dry up when these stocks dry up and no one wants secondary offerings after losing so much.
I know I’ve mentioned this example before but there were a dozen or more search engines that were public and worth billions back in 1999/2000. Google went public in 2004 and crushed all of them. Pretty sure none of the rest are public anymore. When EV batteries are 4-500 miles, will there be a need for charging stations in random places or just plug in at work (for non-bring home vehicles) and home? When every car is an EV, will EVs be like LCD TVs are now, just cars/TVs? When that happens will there be a premium on auto stocks and will there be 30 car companies or will it basically be the same as today except EVs are just cars?
I’d 100% be trimming if I was mainly in the “hot” stocks. Most of the stocks I’m in are things that I should hopefully hold for 5+ years, so I won’t trim a lot but I hope to take advantage of any dips that come.
Charlie Harper
Footballguy
Charlie Harper
Footballguy
Gonna hop into GME at open. It's at $65 right now, but all the talk on r/wsb are GME mooning because of gamma squeeze and infinte short squeeze. Let's see if I can hop out at the right time. Wish me luck.
-OZ-
Footballguy
'In aggregate, companies are reporting earnings that are 22.4% above the estimates, which is also above the 5-year average of 6.3%,” FactSet’s John Butters observed on Friday. “If 22.4% is the final percentage for the quarter, it will mark the second-largest earnings surprise percentage reported by the index since FactSet began tracking this metric in 2008.”
And as we head into one of the busiest weeks of earnings season, analysts continue to believe the bar for companies is far too low.
"Our Global Equity strategists believe that consensus earnings expectations are too conservative for Q4 results,” JPMorgan’s John Normand said on Friday. And while investors’ fears about the future tend to be biased toward downside risks, businesses are reminding us that they often surprise to the upside.
https://finance.yahoo.com/news/q4-2020-earnings-beating-expectations-by-historic-margin-morning-brief-111240817.html
What weak economy?
And as we head into one of the busiest weeks of earnings season, analysts continue to believe the bar for companies is far too low.
"Our Global Equity strategists believe that consensus earnings expectations are too conservative for Q4 results,” JPMorgan’s John Normand said on Friday. And while investors’ fears about the future tend to be biased toward downside risks, businesses are reminding us that they often surprise to the upside.
https://finance.yahoo.com/news/q4-2020-earnings-beating-expectations-by-historic-margin-morning-brief-111240817.html
What weak economy?
