Fantasy Football - Footballguys Forums
This is a sample guest message. Register a free account today to become a member! Once signed in, you'll be able to participate on this site by adding your own topics and posts, as well as connect with other members through your own private inbox!
Stock Thread (17 Viewers)
- Thread starter St. Louis Bob
- Start date
-OZ-
Footballguy
Desert_Power
Footballguy
CLOV/IPOC has not been a very liked deal the whole time. I only read the summary of the report, but certainly seems like valid returns. I think I had read an investigation rumored on other forums, so have stayed away. I guess this will test all the hot takes about short sellers being dead. SPACs should be pretty easy to short with their low float.
As an aside on Chamath, I'm a bit turned off by his disingenuous attacks on Robinhood while taking SoFi (IPOE) public.
Al Czervik
Not wearing pants
Bought some CLOV on the PR attack dip.
Sideshow Bob
Footballguy
Think I'm dumping my Gores SPACs (V and VI), both of which I was in early. I hate to do it. I'm sure one of them will end up announcing shortly afterwards. The number they have out there now is just unreal. They've stopped waiting for 1 to fill before firing up the next one. Which might be fine if it was 1. Or 2. I think they're up to about 10, and I'm not a fan of that approach.
If I do, I want to replace them with something still sub-$12 (sub-$11 would be better) with good management. If you have suggestions, I'd love to hear them.
If I do, I want to replace them with something still sub-$12 (sub-$11 would be better) with good management. If you have suggestions, I'd love to hear them.
SFBayDuck
Footballguy
Sputnikv8
Footballguy
What price do u need so you can turn your 5% and get out? More importantly, does the shtick end too?
Sheesh.
Desert_Power
Footballguy
cosjobs
Footballguy
I do not do ETFs and just recommended the first one I googled. beef is probably a better source for which one to choose.
Al Czervik
Not wearing pants
Geez, wish I had gotten in SAVA a week ago.
SFBayDuck
Footballguy
@Todem as always, really appreciate the tips. Thanks to you I'm already in EXC (+14%) and PFE (+6%), and will look to trim some high fliers and rotate some money into some of these others.
Investment philosophy question - do you believe owning a mix of bond funds in retirement accounts is still advised? Or could it almost be better to move that allocation to income plays (or an income fund) like some of the above? I've got the typical 90/10 equity/bonds split in my retirement accounts, and the same for my current 401k contributions, but I'm wondering if that 10% is really just a missed opportunity.
Curious others' thoughts as well.
TIA!
Last edited by a moderator:
Maybe. I am a teacher, too, so I went from a school that used TIAA CREF to another one that did, too. It is possible that CREF is tight in not allowing folks to switch while the outfit your school uses does allow you to move them. I don't know the details. Probably worth a question to your HR person or call the investment firm directly to try to move that money.
![[icon]](/data/avatars/m/5/5167.jpg?1660313464){kind=avatar}
[icon]
Insoxicated
Wild Young Billy
A Crazy Cat
Anyone in for GME in the $77 range?
jamny
Footballguy
Thought I'd search out the OP for this. (hey! search actually worked!)
Thx!
Up 48% so far with room to run!
Thanks for KALA recommendation. It’s been on fire last 3 days. What’s a good exit point? In at 7.60
TripItUp
Footballguy
Not a chance. No idea about the ups and downs but I wouldn’t buy a stock I know is really worth a lot less.
I should have just stuck with my first choice. Own them both but one dropped right before the new year and the other went up. Should have stuck with the one that dropped right before, helps with returns based on that date.You and cos have played tag with last place lately
I'm a little salty to be in third place at 102%. But yeah, as a group we're killing it.
Captain Cranks
Footballguy
Dwayne Hoover
Footballguy
KALA making some steady moves everyday. Train is getting ready to leave the station.
Dwayne Hoover
Footballguy
Not gonna advise on exit point but has a lot of room to grow. I'll be in this until given a reason not to be and right now we are just getting started.
Yep, it was. I wish sometimes I was riskier but 2020 was way too good to me as is. No need to rock the boat now. Medium speed ahead!
randall146
Footballguy
steelerfan1
Footballguy
ZOM with a nice pop today as well.
Nice! It makes up for me selling TLRY as a short term play for just a small jump compared to the leap it just made. It’s why I don’t day trade. I have a hard enough time deciding on long term plays.
Last edited by a moderator:
Al Czervik
Not wearing pants
Hopped off with a small profit too. Was getting so impatient with it the last few months, that I wanted out (missed some good calls because that money was tied up).
2Squirrels1Nut
Footballguy
It’s so hard with stocks you hear about and don’t have that faith in. I’m glad I didn’t bail, up a couple grand so I’d love to see it run.
Todem
Footballguy
No....that 10% is not a missed opportunity at all. Having some fixed income in your portfolio is always advised. Whether that is bonds or even cold hard cash for a rainy day.
Everything really depends on your age too and time horizon.
There are some area’s I love in fixed income like emerging market debt, intermediate munis, GNMA (Ginnie Maes). So it is not bad to have fixed income.
For my more conservative types my current growth and income allocation is sitting at 65-35 stocks to bonds. Nothing wrong with this allocation. It will most of the time (not every time) limit that downside participation and have 35-40% less standard deviation (implied volatility) than the S&P 500. Now of course this also limits the upside too. But you sleep better at night when we have 20 plus percent downturns in the markets and you are down almost half that.
Having a diversified portfolio is critical. Having small caps stocks is also important. I use funds for small caps. And if you had been in small caps you would have been very pleased last year even with the March swoon. I was pouring into small cap funds for my clients in March....and it paid off handsomely. I typically hold no more than 10% of my total portfolio in small caps. no more than 3-5% in emerging market equites and debt. I focus a lot more on large and mega cap growth, value and core stocks. And fill in the rest (small caps, fixed income, emerging markets) with best in class mutual funds that have demonstrated a minimum of 7-10 years of past performance (most have a lot more than that in my portfolio). I regularly monitor what these mutual funds are doing quarter to quarter and will fire them if they no longer do what I hire them to do. Things can change inside mutual funds (managers, investment policy, turnover ratio, fees etc) that warrant constant oversight from myself.
Same with stocks of course.
Bottom line. Know your goals, your risk tolerance and time horizon so your risk management can be aligned inside your different buckets (IRA, Taxable account, short term accounts, 401K etc).
Last edited by a moderator:
Leeroy Jenkins
Footballguy
AMC heading below $7.60 again . . . people/Dodds getting back in down there?
Last edited by a moderator:
Desert_Power
Footballguy
Al Czervik
Not wearing pants
Angry Beavers
Footballguy
I got the bug hard since GME happened - taking some BTC profits and seeing what we can......
IN on AMC at 7.62.
IN on AMC at 7.62.
Captain Cranks
Footballguy
All of these reddit stocks are headed back to where they were before the craze. That puts AMC at below $2.50. Making money on the long side from here will require being nimble and some luck.
Todem
Footballguy
You asked me once.....and I will say it again to you. Unless you can sit by your computer all day and try to trade it....stay out.
It’s over.
Nigel
Footballguy
Moving upward today ahead of the 5pm call. I have little doubt the Q4 numbers will be solid, I just hope they have a good story to tell around how they're addressing delivery delays/ramping up manufacturing capacity. If they can satisfy analysts on that issue it should pop to new highs.
2Squirrels1Nut
Footballguy
I forget the exact numbers but I saw 3-4 weeks ago that the number of containers headed to the US was more than double. You should probably verify that.
Full disclosure, I declared last Big Game that Peloton would be a great short as for most people they would become a clothes hanger like the Nordictrac. Oops, pandemic.
Nick Vermeil
Footballguy
Can we talk about the TLRY/APHA merger? From what I'm seeing, the APHA shareholders will own 63% of the merged shares. APHA is trading about $9 a share less than TLRY. I'm not sure what that all means as I'm not too smart. But where would you rather be with your money leading into the merger?
Leeroy Jenkins
Footballguy
Todem
Footballguy
It is very difficult. And not recommended unless you are willing to lose every penny you put in.
Last edited by a moderator:
General Malaise
Footballguy
Boring old People's +4% today. Looking forward to the Feb. 15th pay date on that juicy 5.09% dividend yield. Should cover the Feb. 14th meal for me and Mrs: Korean takeout with a nice bottle of Malbac for her and a six pack of pFriem IPA for me.
SouthJersey
Footballguy
When a listed company completes a private share offering to an investment bank is that good/bad/wash?
2Squirrels1Nut
Footballguy
Same for LEVI IMO.
Last edited by a moderator:
