What's new
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 (20 Viewers)

Capella said:
I dunno. I’m still of the belief we will have a hot 2021 once things gets reasonably re-opened so I am sticking with that until I have reason otherwise. 
Click to expand...
The biggest worry is yields force a flight to quality.  Higher yields have a lot of other downstream effects like hammering dividend stocks.

 
joker said:
GM, any thoughts on Cobalt? I've seen some swings the last few weeks but a general direction downward...
Click to expand...
Cobalt STOCKS are trending down, but point me to some stocks that aren't trending down at the moment....well, other than the bearish ETFs.  

Cobalt METAL is ticking higher week over week.  For perspective on Jan 1, 2021 high grade cobalt metal was marked at $15.90/Lb.  Today, we are seeing $25/Lb.  That's a significant move for a metal that was flat lining for over a year.  

And, the cobalt stocks are largely crappy juniors - the Jervois/Cobalt Blockchains of the world are heavily flawed, but such is the life of penny stocks in resource names.  If the metal continues to tick higher, the equities will follow.  I have no reason to believe that cobalt metal will pause or trend back down.  This is a healthy upward move and demand is only growing DESPITE the fact that aerospace is largely dead at the moment. 

 
Capella said:
I dunno. I’m still of the belief we will have a hot 2021 once things gets reasonably re-opened so I am sticking with that until I have reason otherwise. 
Click to expand...
Yea.  We shall see what the jobs report is like tomorrow, but I expect March jobs to be up and second quarter GDP growth to start making up ground from last year.  There is inflation risk, which is what is happening with rates, but rates are still historically low.  Bump in the road -- economy should prepare for liftoff.  

 
The least sexy number in the FLGT report, but the one I was most interested in.

Non-COVID Revenue grew 43% year-over-year. I don't know how all of that will shake out in the market, but they're doing something with the resources they were able to obtain.

 
FreeBaGeL said:
The last 10 mins have been brutal selloffs the last few days, it will be interesting to see how we close today.
Click to expand...
That's why I mentioned on Monday that the close was concerning after such a big day. Really pointed to it being a bounce and not a real move up. It was all downhill from there.

 
Expects overall revenue of approximately $800.0 million in 2021, representing growth of 90% year-over-year

Of the $800.0 million, anticipates $70.0 million in revenue from NGS testing, representing growth of 92% year-over-year

 
FreeBaGeL said:
Right but then the question is it all the re-opening stocks that make 2021 hot and the tech/stay at home stuff just sits down here?  Not saying it will happen but there are plenty of scenarios where SPY goes back to constant new highs and stuff that a lot of us here own like TTD, CRSP, NNOX, NIO, etc etc etc only bounce back minimally and never get back near the highs.

One thing I've noticed with these last few days is that every  time the market bounces back to a prior mark my account is still lower than when it was last at that mark.  IE if SPY is at 385 then goes to 380 then back to 385 my account is still a fair bit lower than it was when it was sitting on 385 originally.  A lot of stuff isn't bouncing much or at all with market moves up, but is certainly following the market down.
Click to expand...
Yep

Which a reason I try to limit my tech holdings. But that's been really hard this year even in index funds.

 
FLGT- down 45%

NNOX- down 45%

CRSP- down 30%

AXON- down 25%

Down atleast 10% on a handful of others PINS, AMT, EBS included.

Having been doing this less than a year and this is my first taste of the puckering effect.

NOT SELLING though. NOT buying now either...

 
  • Thanks
Reactions: JAA
-OZ- said:
Yep

Which a reason I try to limit my tech holdings. But that's been really hard this year even in index funds.
Click to expand...
I hate the “tech” classification. Same with stay at home. Yes, some things accelerated but every company we’ve discussed already existed pre COVID. The first fork was technology. There is no such thing as a business that doesn’t use what people call tech. I mean software, hardware, biotech, etc. Everyone uses it already. I’m big into the so called tech because it’s not going away, ever, unless we revert back to the Middle Ages and Bitcoin and cash will both be useless.

Damn double quote, my bad.

steelerfan1 said:
FLGT- down 14%

NNOX- down 45%

CRSP- down 30%

AXON- down 25%

Down atleast 10% on a handful of others PINS, AMT, EBS included.

Having been doing this less than a year and this is my first taste of the puckering effect.

NOT SELLING though. NOT buying now either...
Click to expand...
Fixed for FLGT. 

 
Last edited by a moderator:
if you would have told me my position in oil would be the only thing running this year (OXY), i'd have been surprised.    to be fair..some red on my list.

 
Last edited by a moderator:
stbugs said:
I hate the “tech” classification. Same with stay at home. Yes, some things accelerated but every company we’ve discussed already existed pre COVID. The first fork was technology. There is no such thing as a business that doesn’t use what people call tech. I mean software, hardware, biotech, etc. Everyone uses it already. I’m big into the so called tech because it’s not going away, ever, unless we revert back to the Middle Ages and Bitcoin and cash will both be useless.

Damn double quote, my bad.
Click to expand...
I'm referring to the companies who get the majority of their revenue from technology. They're mostly here to stay, I'm heavy in a lot including ETFs like the ARK, QCLN, LRNZ, etc. But I remind myself that there's still value in companies like Kroger, home depot, caterpillar, etc. They're not as sexy and won't rise as much, but many are undervalued right now. 

 
-OZ- said:
I'm referring to the companies who get the majority of their revenue from technology. They're mostly here to stay, I'm heavy in a lot including ETFs like the ARK, QCLN, LRNZ, etc. But I remind myself that there's still value in companies like Kroger, home depot, caterpillar, etc. They're not as sexy and won't rise as much, but many are undervalued right now. 
Click to expand...
Glad I've been holding a chunk in those companies.  Unloaded some Kroger today to add FLGT and some of the others that have been decimated.  I think I'll make an IRA contribution and do some more shopping tomorrow.

 
FreeBaGeL said:
So apparently now the entire market moves at an exact 100% correlated inverse to the 10-year note (TNX).  Like literally almost percent for percent during this whole move.

Yet in the whole big run-up almost no one mentioned that as the catalyst for the run-up.  It's bizarre that this suddenly became the singular thing that drives the markets almost all on its own.
Click to expand...
Hopefully this streak breaks today.

 
Maybe a dumb thought, possibly more long term too, but...  Why aren't utility/electric companies doing better, and is there a surge coming?  

With all this push to EV and electric everything, you have to to use the power they sell to charge it.  EV tech up, battery tech up, charging stations up, I get it.  Then you have wind/solar/alternative power companies on the rise.  Well, maybe before this past month but there was still a huge boom.  There's probably some SPAC out there ready to take "rubbing your feet on the carpet for static electricity" public too.  In the end, whether you're creating power or the using it, someone needs to deliver it and is that not the EXC, PPL, Dukes, Dominions of the country?   And most are still down or in what seems like a "value".  

 
beef said:
Maybe a dumb thought, possibly more long term too, but...  Why aren't utility/electric companies doing better, and is there a surge coming?  

With all this push to EV and electric everything, you have to to use the power they sell to charge it.  EV tech up, battery tech up, charging stations up, I get it.  Then you have wind/solar/alternative power companies on the rise.  Well, maybe before this past month but there was still a huge boom.  There's probably some SPAC out there ready to take "rubbing your feet on the carpet for static electricity" public too.  In the end, whether you're creating power or the using it, someone needs to deliver it and is that not the EXC, PPL, Dukes, Dominions of the country?   And most are still down or in what seems like a "value".  
Click to expand...
I’ve been adding to NEE during these dips for these reasons, plus they’re also a renewable play. Little growthier than a normal utility, though.

 
Last edited by a moderator:
You must log in or register to reply here.

Similar threads

Andrew74
2025 FBG Stock Contest
2
Replies
76
Views
4K
SouthJersey
SouthJersey
Andrew74
2024 FBG Stock Contest
2 3
Replies
127
Views
7K
McBokonon
McBokonon
Joey Wright
2025-2026 NCAA College Basketball Thread
Replies
6
Views
174
SpurrierisisGod
SpurrierisisGod

Users who are viewing this thread

Total: 13 (members: 1, guests: 12)
Back
Top