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Stock Thread (22 Viewers)

McBokonon said:
$GLBE reports next Monday. I can’t imagine they can report anything to justify their valuation but it’s really been resilient. If the company is moving in the right direction, I’ll add regardless of what the share price does.

Love $DOCN the more I look into it. I’m about 75% in on that one already.
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Between T and U, I don't know if I have room for another *DOC*. Do I need to dig into this?

 
Bob Sacamano said:
Between T and U, I don't know if I have room for another *DOC*. Do I need to dig into this?
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It’s the next DOC I’d pick before recently IPO’d $DOCS! 
 

DOCN just reported, too. I’ve seen some referencing it as a SHOP for the cloud which might be overstating it, but it’s not a bad comparison with their small and medium sized business targets. I’d say they have a little $TWLO in them with their pricing structure and ease for clients to get started. They really target developers which helps them get selected at companies since it’s developers that pitch solutions. Net retention rate was 113% - I like tracking this one for them because you often see a lot of churn at small businesses but this shows their customers tend to add more products.

Lock up expiration was yesterday, too, so that’s gone.

 
McBokonon said:
It’s the next DOC I’d pick before recently IPO’d $DOCS! 
 

DOCN just reported, too. I’ve seen some referencing it as a SHOP for the cloud which might be overstating it, but it’s not a bad comparison with their small and medium sized business targets. I’d say they have a little $TWLO in them with their pricing structure and ease for clients to get started. They really target developers which helps them get selected at companies since it’s developers that pitch solutions. Net retention rate was 113% - I like tracking this one for them because you often see a lot of churn at small businesses but this shows their customers tend to add more products.

Lock up expiration was yesterday, too, so that’s gone.
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I looked up their P/S, but my brain didn't really register a number that low.

 
Not sure what's up with Albertson's.  Up 13% today and the dividend hit my account.  I just trimmed half at a 65% gain.  The boring stocks like this and Kroger have been absolutely murdering it.

 
ChiefD said:
My break even number is $18. 

I don't trust this stock any more than the other Covid turds. 
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I mean we know this one has had very positive results. Not trying to change your mind bc I don’t care what anybody does but this has had direct positive results unlike cydy or relief etc 

 
Well, FFS, looks like I need to replace my gas pack unit (might be up to $8k) now. May not be buying a lot right now! I guess expecting that 15+ year old unit to last another 5 years or so to get to the next home was a pipe dream. Still have one original AC unit left, but it's on the 3rd floor and the smallest area so hopefully it'll be good. Already replaced the 2nd floor unit a few years ago.

 
Ended up selling off some CRM. I was up a few % overall since buying before that earnings call when they bought Slack and got hit. Took that and bought 55 shares of NARI, which reports tonight. One of my watch list ones that I don't own and went down a nice chunk today and well off its highs.

 
stbugs said:
Well, FFS, looks like I need to replace my gas pack unit (might be up to $8k) now. May not be buying a lot right now! I guess expecting that 15+ year old unit to last another 5 years or so to get to the next home was a pipe dream. Still have one original AC unit left, but it's on the 3rd floor and the smallest area so hopefully it'll be good. Already replaced the 2nd floor unit a few years ago.
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Call Bradham Brothers. They are a solid AC outfit. 

 
I'm sure most have given up on Playgon by now and for good reason, however, I'm wondering if the DKNG news from yesterday has investors looking for future potential targets.  Playgon just sitting there, looking for somebody to recognize them on the dance floor.  +21% on the day (which is faint praise for a stock I'm down 27% on.

If I had cash, I'd be a speculative buyer.  

 
Todem said:
Trying to time bottoms is very hard. If you believe in the company long term I feel this price is a very strong entry point long term.

Set it and forget for a while. When it doubles....take your original investment out and ride the free roll. For those that did that.....you can buy back some more here as well. 

It is a volatile sector but to me this is one of the very best players in hydrogen cell’s. 

Anyway.....again top picks after this correction we have had are:

BLDP

QS

EBS

AAPL

AMZN

Growth names. Three of them really high beta and the two stalwart tech companies at much ,lower levels than we have seen in quite sometime but they keep rolling in the revenues like clockwork. 

We saw some kinks in the armor of the Nasdaq as it has been slaughtered as expected. 

I am actually starting to get really bullish again with the recovery as I am stating to see a lot more business activity, and the numbers are really accelerating in terms of vaccinations, confidence and sentiment that we are going to move to more normalcy sooner than we thought. 

I have a lot of confidence in that now. If feels like we are really moving in the right direction with the pandemic for the first time since this thing started. So in the short term that means good news for stocks.

Interest Rates really had a temper tantrum and I really expect that to settle in right here at these levels and stabilize which also means great news for stocks.

Could we still have another 10% correction or more? Of course. Not unusual at all. But those of you that are long term investors.....feel good, keep doing what you do with your 401K’s.....and do not get so worked up about market volatility. 

Ok...time to work. Take care everyone.
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Love your input and I've bought some your suggestions. Also, post like this gives the long term investor hope.

MRNA acting up but MELI doing her thing!

 
stbugs said:
Ended up selling off some CRM. I was up a few % overall since buying before that earnings call when they bought Slack and got hit. Took that and bought 55 shares of NARI, which reports tonight. One of my watch list ones that I don't own and went down a nice chunk today and well off its highs.
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May buy a bit more tomorrow. Looks like they were light one penny on earnings (not a big deal), but beat revenue and increased guidance for 2021. I'll take 150% growth in a field where CV has impacted their sales. They also mention FDA clearance for their next product which wasn't cleared on the last quarterly call. Outside of the penny earning, which isn't their main focus, this seems like a HR and a company with some nice potential.

 
McBokonon said:
Me :hifive:  @stbugs

UPST!!!
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LOL, why didn't I buy more! I made the good call of not buying more FLGT pre-earnings, but damn, I feel like UPST is a big future winner. I've got a double share already so it's probably one of my top 10 holdings and the others are more just because I bought them well before the last year and half's crazy run.

That is a nice few grand pop though! Pays for a lot of the A/C unit although it's in my IRA. I did have 5 shares a piece in my two son's accounts at $86 cost basis. I debated just putting them 100% in UPST. They would be much happier if my balls were @KGB size!

 
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ChiefD said:
Call Bradham Brothers. They are a solid AC outfit. 
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I have used Ross & Witmer for a while, been great with no hidd. I avoid the ones that advertise like crazy like Morris-Jenkins. I got a great Carrier AC unit last time with a 10 year warranty with no hassle for more than 50% off the ridiculous quote I got from MJ without the 10 year warranty. It was ridiculous and I was even getting a discount because I was neighbors with an immediate family member of the/one of the owners (not sure if there are two or just one). I met the owner at a little league game. The price was still double, no thanks.

 
-OZ- said:
:shrug:  sold 150 shares

 and bought, you’d never guesSE 🤔
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I still hate myself for not loading up on even more SE when it dropped back below $200 because I was already too heavy in it.  I even said at the time I was going to regret not buying more.  Stupid!

 
stbugs said:
Nice. Didn’t buy any today but like Bob, I’m long term. People think COVID is their core going forward and it isn’t. It’s just a gravy train of revenue that has given them a free hoard of cash.
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True enough but to be fair the stock was $15 before that gravy train of revenue rolled in, so that has definitely been priced in to some extent.  I do agree the numbers still look good though and I'll probably add a little more if it drops below $90 and another chunk if it goes below $80.

 
stbugs said:
LOL, why didn't I buy more! I made the good call of not buying more FLGT pre-earnings, but damn, I feel like UPST is a big future winner. I've got a double share already so it's probably one of my top 10 holdings and the others are more just because I bought them well before the last year and half's crazy run.

That is a nice few grand pop though! Pays for a lot of the A/C unit although it's in my IRA. I did have 5 shares a piece in my two son's accounts at $86 cost basis. I debated just putting them 100% in UPST. They would be much happier if my balls were @KGB size!
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I've been stubborn on getting into this one, even though I have a friend who has been doing well on UPST lately. It just doesn't seem like they are doing much unique so it is difficult to see how they are going to gain share. When I read the writeups on MF I don't see their moat.

 
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BassNBrew said:
Not sure what's up with Albertson's.  Up 13% today and the dividend hit my account.  I just trimmed half at a 65% gain.  The boring stocks like this and Kroger have been absolutely murdering it.
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Yeah my murder stocks have been performing very well. 

 
FreeBaGeL said:
True enough but to be fair the stock was $15 before that gravy train of revenue rolled in, so that has definitely been priced in to some extent.  I do agree the numbers still look good though and I'll probably add a little more if it drops below $90 and another chunk if it goes below $80.
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To be fair, tons of tech stocks were way lower pre COVID and their YoY non-COVID revenue this quarter was what almost 300%? I also don’t think their COVID revenue will disappear with those contracts. That COVID war chest is also going to end up helping them expand their revenue more quickly. Testing is an entirely different animal just a year and a half later and it’s likely never going away.

I put an order in for $89 last night so if it drops below $90 and $80, I’ll add as well.

 
Desert_Power said:
I've been stubborn on getting into this one, even though I have a friend who has been doing well on UPST lately. It just doesn't seem like they are doing much unique so it is difficult to see how they are going to gain share. When I read the writeups on MF I don't see their moat.
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There was an interview with the CEO that was fantastic and they talked through competition/moat and it was really eye opening to me. I see them expanding their reach faster than competition will hurt them. I could be wrong but I like them a lot. I wish I had heard that back when it was in the 80s. I would have been a lot more aggressive. It already is my #10. I like the rest of my top 9 except maybe having too much of some but I think I’ve got others I could trim too.

 
The Man With No Name said:
Their earnings per share and revenue were wayyy below 2019's
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It’s a horrible investment. The CEO is just giddy that retail investors turned them into a meme stock so they could raise a ton of capital at crazy prices. There are 5 times the shares that there were pre-pandemic and overall revenue and earnings are way down and honestly, may not ever recover as there are cheaper at home options. Even at $5 a share, I wouldn’t touch it as I feel like I’d be wasting the opportunity of investing elsewhere.

 
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