tuffnutt
Footballguy
thanks... I sold half of my shares at open this morning for a nice profit. letting the rest ride hoping for $15 this week
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Stock Thread (34 Viewers)
- Thread starter St. Louis Bob
- Start date
Bob Sacamano
Footballguy
ZM wait!!
FreeBaGeL
Footballguy
Wowza.
Kind of tempted to grab this for a swing again (swung it from $290->$370 last time it did this) but usually when something reacts this poorly to earnings there are a few more days of pain to come.
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The General
Footballguy
The drop was overblown. Yes, they missed revenue, but it was the low margin revenue that was lower than expected and they blew earnings away. I thought it was pretty amazing that their high margin revenue (ads, prime, AWS, 3rd party fees, etc.) was as big as the “retail” revenue that most people know about. That’s a cash cow of higher margin revenue around $200-250B a year with them still growing almost 30%.
metoo
Footballguy
The General
Footballguy
If I sell I think I'd be rebuilding the cash reserves and trying to hold for a bit. I'd probably buy these back on dips to be honest
The General
Footballguy
-OZ-
Footballguy
Yeah, I didn’t buy 11 shares. I’m no baller.
honestly I’ll probably sell before the end of the year.
i let one company run, the rest is short term or ETFs.
JB Breakfast Club
Footballguy
Funko running, in case anyone is still in that play (like me).
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kevzilla
Footballguy
Good place to repost the Todem Master List:
FDX
PM
AMT
MDU
PFE
BLMN
MGM
BLDP
QS
CAT
NFLX
KO
PEP
NKE
DE
CMI
MRK
BMY
PG
WMT
LMT
DEO
TSCO
GLPI
EBS
GIS
RTX
GCV (Convertible Bonds)
ADX (for those with much smaller amounts looking for a well managed large growth closed end fund)
General Malaise
Footballguy
I'd seek out stocks that pay a nice dividend if you're going to buy and hold. Somebody recommended ONEOK Inc in here a while back and I've been very happy with it. Natural gas play that makes a ton of money and pays out a juicy 7% dividend. I've got other 'boring' stocks too - banking related names that pay 3-4% dividends and a good deal of my portfolio is comprised of dividend paying stocks because I like the income stream - sign of good company health to pay a steady dividend.
Then I take that cash and buy stupid stocks that are boom or bust types of lottery tickets. Only need to hit on a couple of those, though it's been a while since I had one pop.
You can Google things like "best dividend paying stocks" and find recent articles with some good recs. Pick and choose the ones that make the most sense to you.
Keerock
Footballguy
2Squirrels1Nut
Footballguy
Buy a bunch of AAPL. Start making plans for early retirement.Keerock said:
KGB
Footballguy
I was going to reply to the earlier KMI post with a similar but less forceful push-back. I'd be careful with KMI as it has run a lot lately and, while the dividend is fat, it could be in for a bit of correction.Never, ever again.
Sand
Footballguy
After the ridiculous tax bill I got last time I held KMI that's one stock I'll never hold again. I'll buy shares in the Baltimore Opera Hat Company before this one.
Bob Sacamano
Footballguy
Gawain
Footballguy
Punxsutawney Phil
Footballguy
-OZ-
Footballguy
beef
Footballguy
BNKU down 10% from Friday's close and diving deeper into oversold territory. Might wait and see if we get into 52's before I start buying back what I sold in the 60-61's.
Haha, came back over $1 since I last checked and posted this. Still going to hold off a bit since I own a lot of it.
Haha, came back over $1 since I last checked and posted this. Still going to hold off a bit since I own a lot of it.
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JB Breakfast Club
Footballguy
RVLV having one of their very good days...
identikit
Footballguy
I’m sure I had a negative February or March, whichever had the fall from my peak, and probably May when it dipped a bit. I’m just glad like @kevzilla that I’m above even this year (401ks track the market pretty well so ignoring those). It’s hard to get actual returns on my taxable account since I keep cash there and pay stuff like putting 1/3 down on my wife’s new Jeep last December and college payments. My IRA is easy with no ins or outs and I’m up 7% this year. I’ll take that after a 100% gain for all of 2020.Solid month. Up 3.5%
crazy IMO, no month has been negative in 2021. My last negative month was last October, I think that’s true for the broad markets too. Over 40% return over that time.
Bless my wife, she said she’d make the payments from her account/paycheck so I was more than willing to put 1/3 down. I’ve got 12 more payments on mine, looking forward to no payments for a while. My wife very much contributes to everything but I have always been the big payments person and was the sole earner for 12 or so years early on with the kids so it’s nice for one not making payments.
Bob Sacamano
Footballguy
I paid mine off with risk earlier this year. I don't know that it was a good idea, but it's damn nice to not have that payment anymore. And it worked out.
2Squirrels1Nut
Footballguy
-OZ-
Footballguy
Having no payments other than the house will be nice. I have two zero percent debts which I just pay the minimum automatically but I still don’t like seeing the payments every month (HVAC and bedroom furniture).
Being the sole earner kinda sucks. Wife works now but her paycheck doesn’t even cover entrainment as a part time preschool teacher. But she loves it and it gives the flexibility we need.
Nugget
Footballguy
What are you buying instead? I am slowly selling TNA and I’ve been moving into KWEB. China is beat down so hard. Think TNA will run a bit more, but I will be out completely if it hits 105 by end of month.
beef
Footballguy
Transferred about half of it to my bank account for few home projects I'd like to finish soon. I did add more PLTR with some of it and bought down on losers QS, AI, NNOX & MP.
I haven't been in TNA for a while. I should keep a closer eye on this one as I think you're right on it having some room to run.
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Bob Sacamano
Footballguy
I just spent $8k on a big gas pack all in one unit a few weeks ago. Came out of the taxable account as well. Thanks for reminding me. Could have done the financing but that’s what the cash is for and the % in the cash account is not worth the feeling of not having the payment.
Those years as the sole earner were lean as we weren’t exactly penny pinching and kids ain’t cheap. She’s more than made up for it when she got back working full time, so no regertz here. I’d love to say we’re all set because I know she wants the lake house so the investments need to keep rolling the next 5-10 years, but we could technically retire right now and live just fine in our current house (which is really nice). I see it as a nice baseline, but damn if I can’t wait for 2nd home prices to get back to reality. I think they will at some point. I’ve noticed the amount of Zillow listings I get sent increasing.
With the nice pop over the past two weeks, I could pay it off and still be well up from 2 weeks ago. I’m starting to feel a little nervous about the prices again. Some stocks I unfortunately bought in January-March still are beat down but anything that didn’t get squashed is up nicely and in that are they too expensive area. Might be a good time to get a little more defensive like selling TTCF and paying off the car.
-OZ-
Footballguy
It’s like we’re living parallel lives. told my wife Yesterday I could retire tomorrow. But I won’t for another 5-10 years.
JB Breakfast Club
Footballguy
NFLX reaching a new YTD high is not something I expected.
2Squirrels1Nut
Footballguy
I was wondering why NFLX has found life lately. They are scheduled to begin airing every Seinfeld episode starting in October. 
Needs to break through $593 and change.
Needs to break through $593 and change.
2Squirrels1Nut
Footballguy
Didn't even see this. 
I just envy your pension! I definitely plan on taking SS as soon as I can for both of us (she’s only a few months behind) and we’ve got max credits so should be something like $60k a year assuming it’s still working. I wish they’d just hike the income limits and be done with it.
told my wife Yesterday I could retire tomorrow. But I won’t for another 5-10 years.
The only thing I need to figure out is healthcare if we retire early. Might be a (my wife!) working a bit longer for the benefits while I spoil her until Medicare. Still a ways away from that. First priority is a nice roll into the house we want to retire in and then go from there. I think I could get her to keep working a bit longer if I handle everything else after the kids are no longer in high school/needing attention. We’ll see how well that works out!
Sand
Footballguy
It used to be an MLP (K-1 tax form). When they converted to a regular corporation the tax hit was substantial. And figuring out how to get it into a tax form was a huge PIA al in and of itself.
At this point it's personal.buy it in your IRA (preferably Roth)
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Sand
Footballguy
Work the HCA income cap and these costs are manageable. With enough post tax investments you can control your income to be what it needs to be.
Sand
Footballguy
I was wondering why NFLX has found life lately. They are scheduled to begin airing every Seinfeld episode starting in October.
IN
