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Stock Thread (15 Viewers)

Tomorrow after work will be fun for me. Amazon earnings without Bezos retiring and the NFL draft. Awesome, I hope.🤞 
Yea I’m going to the stadium of the SUPER BOWL CHAMPS to get my picture taken with the trophy and celebrate Bezos leaving and a stock split ( :unsure:  )

 
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I put the same $10k into GOOGL I put into NNOX.

And the NNOX 5% pops ARE fun. Certainly.

But the NNOX 5% pops get me $500, while the GOOGL 5% pops land me $2k. 
Glad I'm not the only one questioning the math.

5% of $10k is equal to 5% of 10k...

put whatever stock ticker you want next to them.

... and turns out aapl is another turd sandwich. Monster earnings and it couldn't gain 2.5% after hours.

 
Glad I'm not the only one questioning the math.

5% of $10k is equal to 5% of 10k...

put whatever stock ticker you want next to them.

... and turns out aapl is another turd sandwich. Monster earnings and it couldn't gain 2.5% after hours.
You better stock to winners like NERV

 
Glad I'm not the only one questioning the math.

5% of $10k is equal to 5% of 10k...

put whatever stock ticker you want next to them.

... and turns out aapl is another turd sandwich. Monster earnings and it couldn't gain 2.5% after hours.
Only 2.5% overnight.

Horrible.

:unsure:

 
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Not really a gun guy...  But decided to jump in.

Guns and ammo are all but sold out everywhere.  If not, going for 2X.

Plays here?

 
Not really a gun guy...  But decided to jump in.

Guns and ammo are all but sold out everywhere.  If not, going for 2X.

Plays here?
Olin (Winchester) would cover the ammo.  I owned it recently but sold after two weeks once it netted 10%.  I sold to move money into QS and DM near there lows.  Problem is that it's only 10% of Olin's business so it won't move the needle much.

I added RGR (Ruger) around the same time as Olin and have held.  I'm down about 3%.  PE is 13 and dividend yield is 4.5%.  

SWBI (Smith and Wesson) I passed on because the financials.  Revenue was down a third in 2018 and stayed there for two years.  They lost money last year and the dividend is only 1%.  That said, they did report $1.10 eps last quarter and if they can match that you have a company with a PE of 4.  I may need to revisit this one.

Not many gun retailers available as Bass Pro was private and gobbled up  Cabbalas and most recently Field&Stream.  ****'s dumped hunting in many markets in favor of higher margin clothes.  You could take a look at CWH (Camping World) as they bought Gander Mountain out of bankruptcy.  You are getting a piece of gun sales and RV sales.  If you've watched the Profit on CNBC you are also getting apiece of Marcus Lamonis.  You'll be paying all time high prices but still getting a PE in the 14-15 range.  Obviously not a true gun play.

 
Anyone interested in taking swing at Zillow?  I think their new business segment of buying homes and selling the sucks.  Huge capital requirement to chases small profits.  That said, with real estate prices booming, they have to be doing well in this area right now.  At the moment I'm seeing them offer a 2.5% premium on their home buy offers, meaning they are doing anything possible to acquire more inventory.  They report May 5th and could see a short term pop on a good earnings report.

 
Anyone interested in taking swing at Zillow?  I think their new business segment of buying homes and selling the sucks.  Huge capital requirement to chases small profits.  That said, with real estate prices booming, they have to be doing well in this area right now.  At the moment I'm seeing them offer a 2.5% premium on their home buy offers, meaning they are doing anything possible to acquire more inventory.  They report May 5th and could see a short term pop on a good earnings report.
Does RE prices help them? I would think their model is based more so on inventory / turnover, vs pricing. Prices are up because inventory is down 

 
Does RE prices help them? I would think their model is based more so on inventory / turnover, vs pricing. Prices are up because inventory is down 
They've been very aggressive into acquiring inventory in the last quarter.  I know of one house that they paid $223k less 5.5% transaction fee.  I thought that was about $3-$6k over market at the time.  They closed and prices continues to climb.  They went under contract at $249k list in under two weeks with no repairs probably spending 5-6% on the transaction.  They hit the perfect time when prices moved 5-10% over a two month period in this market.  If they are seeing this in other markets it could turn out to be a good quarter (albeit artificially high).

 
They've been very aggressive into acquiring inventory in the last quarter.  I know of one house that they paid $223k less 5.5% transaction fee.  I thought that was about $3-$6k over market at the time.  They closed and prices continues to climb.  They went under contract at $249k list in under two weeks with no repairs probably spending 5-6% on the transaction.  They hit the perfect time when prices moved 5-10% over a two month period in this market.  If they are seeing this in other markets it could turn out to be a good quarter (albeit artificially high).
I have about 2/3 of a position in Zillow. I'm long term so I'm not talking about gambling around earnings,  but they're still pretty early in their transition to i-buying and are doing really well with it. Still just a mid-cap so plenty of room to grow, but maybe not in your abbreviated time horizon. 

 
I have about 2/3 of a position in Zillow. I'm long term so I'm not talking about gambling around earnings,  but they're still pretty early in their transition to i-buying and are doing really well with it. Still just a mid-cap so plenty of room to grow, but maybe not in your abbreviated time horizon. 
Z's business model is similar to my stock strategy.  Buy an asset at a discount and look to flip it quickly for a gain.  Both of us will do well in an appreciating market, but how will we do in a flat or declining market?

What I don't like about their model is they tie up huge capital to chase after a 5% gain.  Also the premise of their business is shifting away from tech to schlepping houses at low margins.  Unless they are Elon and can generate revenue from trading bitcoin and selling tax credits, I don't see margins here to be a true growth company.

 
Before a potential split?? Isn’t this what you’ve been waiting on?
I may dump 10-20% today if it's up nicely.  Still will have plenty in the game in case Bezos finds a nut, but would have plenty of cash to buy back when it crashes and you and @stbugs convince me the water is warm again.

 
@Todem if you were handling a $400k account would it be at all possible that you had your client so well positioned that you would make Zero moves over 4 months this year other than deducting your fee?

 
Z's business model is similar to my stock strategy.  Buy an asset at a discount and look to flip it quickly for a gain.  Both of us will do well in an appreciating market, but how will we do in a flat or declining market?

What I don't like about their model is they tie up huge capital to chase after a 5% gain.  Also the premise of their business is shifting away from tech to schlepping houses at low margins.  Unless they are Elon and can generate revenue from trading bitcoin and selling tax credits, I don't see margins here to be a true growth company.
They’re not shifting away from tech to selling houses - they are adding sales as another revenue stream and integrating it into their tech. Their premier agent subscription service grew 35% YoY. Zillow Offers (which is their schlepping houses program) is just getting started, and they aren’t ditching anything to make that their core focus. And even so, their margins will increase over time as they make the whole transaction as seamless as possible. That’s going to take some time.

 
I'm such a slutocrite to big banks and big oil.  I hate them, but the money is so good I just can't say no.  

 
Kind of a flat day, a little surprised considering the pre-market. Oh well, had been a really nice run lately taking a little breather.

 
It's Bezos day.  Shouldn't be surprising the stank drags down the entire market.
Man, he’s off in rocket land now.

Anyone got any thoughts on CLOV and KALA? Still sitting on them as I’m up on both now. It’s not a lot but I kind of have a hankering to finish off some other positions and trim down my number of holdings. Looking at GSAH and PSTH. I could put a big dent in finalizing some long term positions but don’t want to sell too soon if they might have life. KALA is probably the one that intrigues me the most down the road.

 

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