David Dodds
Administrator
Boom.
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Stock Thread (10 Viewers)
- Thread starter St. Louis Bob
- Start date
Not to beat a dead horse and obviously I'm attempting to pick up dimes and nickels, but when you have 31% of your retirement portfolio in Amazon, you have to execute at an extremely high level to keep pace with the market.
Capella
Footballguy
Capella
Footballguy
No doubt. I unloaded some in the past few weeks to buy dkng and more Hgen, just trying to decide how much I want to put into play.
Desert_Power
Footballguy
Every portfolio needs BondsBassNBrew said:
Bob Sacamano
Footballguy
Capella
Footballguy
People seem to think it will happen. I can’t really call it. I think it will in the next 2 years but it’s like 60/40 to me.
McBokonon
Footballguy
Bob Sacamano
Footballguy
CRM:
Earnings: $1.21 per share adjusted vs. 88 cents per share as expected by analysts, according to Refinitiv.
Revenue: $5.96 billion, vs. $5.89 billion as expected by analysts, according to Refinitiv.
Revenue grew 23% year over year in the quarter, which ended April 30. Previous quarter revenue increased by 20%.
Guidance: 91 cents to 92 cents in adjusted second-quarter earnings per share on $6.22 billion to $6.23 billion in revenue.
Analysts polled by Refinitiv had been looking for 86 cents in adjusted earnings per share and $6.15 billion in revenue.
$3.79 to $3.81 in adjusted earnings per share in the full 2022 fiscal year, with $25.9 billion to $26.0 billion in revenue.
Consensus among analysts polled by Refinitiv was $3.43 in adjusted earnings per share and $25.76 billion in revenue.
Earnings: $1.21 per share adjusted vs. 88 cents per share as expected by analysts, according to Refinitiv.
Revenue: $5.96 billion, vs. $5.89 billion as expected by analysts, according to Refinitiv.
Revenue grew 23% year over year in the quarter, which ended April 30. Previous quarter revenue increased by 20%.
Guidance: 91 cents to 92 cents in adjusted second-quarter earnings per share on $6.22 billion to $6.23 billion in revenue.
Analysts polled by Refinitiv had been looking for 86 cents in adjusted earnings per share and $6.15 billion in revenue.
$3.79 to $3.81 in adjusted earnings per share in the full 2022 fiscal year, with $25.9 billion to $26.0 billion in revenue.
Consensus among analysts polled by Refinitiv was $3.43 in adjusted earnings per share and $25.76 billion in revenue.
urbanhack
Fight The Power!
Bob Sacamano
Footballguy
I know you enjoy the joke but you’ll keep pace with the market. I’m like @Capella, it’s my safety net as well but in all honesty it will do very well the next few years. I’d wager a few racks with you that it will beat the market the next few years. Just look at the 5 year chart. Spent a while around $1000, shot to $2k over a few months. Spent over a year around $2k, shot to over $3k in a few months. Sitting a little above $3k for almost a year now. Leg up to over $4k could be right around the corner. Even though it’s in a consolidation period, it’s gone up 30% over the last year while the market is up 40%. That may look bad but it’s due to the dip the market took and 1 year going back to getting out of the dip. If you just go back to the start of 2020, Amazon is up 60% and the market is up 25%.
Anyway, I’m looking forward to the next leg up because it’ll be nice.
Bob Sacamano
Footballguy
Mid-$250s is the point I move some, but that's just to get back to a full position. I'm a touch overweight*.
*I also own more CRM than I otherwise would.
*I also own more CRM than I otherwise would.
Desert_Power
Footballguy
UWMC getting the squeeze from WSB folks?
2Squirrels1Nut
Footballguy
Adding in Work I’m sitting at 7%. I would like to shave that down to about 5%. Flat on Work and down 4% on CRM over 5 months.
7% in one day. Nice call. Glad in loaded up on this at $6.36 to $7.19 3 weeks ago. Oh...in two weeks we get another dime tossed to us.
JB Breakfast Club
Footballguy
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Bob Sacamano
Footballguy
The biggest position I have in any stock is 5%. That's DOCU, and it has grown to that. This is the most I've bought into 1 position, though. Right there with SQ. Probably about the same time as you, as i think I'm in a similar boat.
Caveman33
Footballguy
I feel 'sufficiently leveraged for my personal risk tolerance.'
When looking to buy puts on AMC, I felt the premium was too high. Now that I am looking to sell them, the premium feels too low. Clearly my judgment is biased, but I am expecting a fast crash back to 15 in the next week. I'm buckled in for the ride.
Angry Beavers
Footballguy
Amc is a premarket 
JB Breakfast Club
Footballguy
I thought it would slow down today, but it looks like it wants to gamma shorts to death instead.Amc is a premarket
Caveman33
Footballguy
David Dodds
Administrator
I too think AMC is overpriced on fundamentals, but I absolutely would love to see it continue to rocket. This is as much about sending a message to WallStreet to stop destroying things we love in our culture. The fact hedge funds max leveraged during the pandemic to try and bankrupt AMC and GME is sickening to me.
Taking their side on this fight is not being "excellent" from where I sit. Forget the "tendies" for a minute. What kind of world do you want to live in? One without movie theaters? Invest in those companies that move the world/USA in the direction you want it to move in.
So when you crunch the math and come to the realization that this is overpriced, remember that a bunch of apes are likely never ever selling no matter what the price is. And you better hope that the reported short interest is close to what FINRA, etc are reporting, because if the apes are right, they may own the float in both of these companies.
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Charlie Harper
Footballguy
I thought AMC was no where near the same as GME because AMC kept diluting.
I think the Superstonk theory that hedgies are pumping AMC to get people to FOMO out of GME makes more sense.
SFBayDuck
Footballguy
Nice. Bought CRM going into earnings two quarters back and have been underwater ever since. It's a long term hold for me, so whatever, but would be nice to get that one out of the red column.
kevzilla
Footballguy
No problem. My GB has a 65" TV and surround sound, and we can pause the movie to get the lobster nachos out of the oven. And I'm old, imagine how twentysomethings feel.
identikit
Footballguy
@General Malaise, am I going to have to wait for the half decade cobalt cytokine storm before PLGNF gets to green?
David Dodds
Administrator
I get it - I have a few badass systems in my house, but still prefer having movie theaters. I also still wish we had Blockbuster video and Toys R Us too even if I did not routinely go to these stores.
The theater business was doing fine. It wasn't a growth business, but it was stable before the pandemic. Shorting to take it out when they were forced to close for public safety is just being a jerk.
David Dodds
Administrator
Of course. Not all hedge funds are jerks. This is whales vs whales with apes tagging along. This is a fight against the jerks that shorted companies we love due to the pandemic.
cheese
Footballguy
For sure I’m still RBLX, but if you want to just scoop profits at this point I totally get it.The General said:
The momentum has not slowed down as far as users from what I see and people are pumping crazy money into items on there. Don’t bet against kids asking their parents to load more money on their iPads to do less parenting. JMO
Also, stuff like this is not sustainable, but wild regardless....
https://twitter.com/alexisohanian/status/1396869330877526021?s=21
McBokonon
Footballguy
That's nuts.
I'm long RBLX but I don't have kids so I don't have any anecdotal experience. Is it possible for some celebrity influencer(s) to create their own game in Roblox and then promote it like crazy, or is that already done?
McBokonon
Footballguy
I gottta think the jerks are on both sides by now, making money on swings in either direction. I'd be stunned to learn otherwise.
Caveman33
Footballguy
AMC was performing poorly before the pandemic. Their greedy executives are now lining their pockets with ape money before the lights go out. I don't believe in anything being too big to fail. AMC's demise will create an opportunity for a better organization to scoop up their assets at a discount and offer a better product/price to consumers. As long as some demand for movie theaters exists, we will always have them around.
cheese
Footballguy
Developers pay youtubers that get 5m views per video to play their game online. That is basically a yes. Those people are celebs to my kids and everyone they know. For example, KarinaOMG
McBokonon
Footballguy
Makes sense. I was thinking if some star from a popular Disney show actually created their own game, too.
Caveman33
Footballguy
Without a doubt. And the apes seem like the biggest jerks to me. The narrative of sticking it to the greedy hedge funds for trying to destroy things they love is a total white knight angle. The majority of the apes are driven by their own greed. They are openly colluding to manipulate prices and they have no regard for fair value in a company.
JB Breakfast Club
Footballguy
Come on GME, join the party. Let's just rip today.
David Dodds
Administrator
How is holding, colluding? When you short 140+% of a stock, you deserve to die. Apes buy and hold. They are long-term investors just like Warren Buffet.
McBokonon
Footballguy
I have no problem at all with what they're doing but the bolded is what I always laugh about - there's some serious stock market cosplay going on over there.
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Caveman33
Footballguy
Right, I can't fault anyone for trying to make money, whether they are on the same side as me or against. But the phony sanctimonious talk really makes me want to see them end up holding long term bags.
edit: I especially enjoy how they describe themselves as weary soldiers doing battle with the hedge funds. When I read WSB, it feels like satire but apparently it isn't. There really are a bunch of investors who compare stocks based on share price. "This one only costs $2 per share, a way better deal than that other company at $5 per share." One thing we share is our willingness to lose it all. I would probably watch AMC rise to $500 and bust my account before I would cover the short. Given the economic situation in our country, there isn't much motivation to be a saver who worries about holding onto a small balance.
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