Been a great stock for me, glad I bought a full share last June. When (knock on wood) the acquisition is complete, it should be really close to a double for me. Not sure if I’ll sell or keep the AMD but it would be nice to be able use that money. Feels like it’s been forever and it’s still a 15% discount, which is why I’m waiting.
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Stock Thread (17 Viewers)
- Thread starter St. Louis Bob
- Start date
Desert_Power
Footballguy
Yeah, KALA is just a complete dog. Felt like the dry eyes market was ripe for some disruption given how annoying it is for my wife to find drops that work/are covered. Now, I'm just waiting for this to hit LT status later this year to net it against some winners.
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So mad that when it jumped to $8.40 (bought around $7), I didn’t dump it.
Also, you don’t have to wait for a loser. If you see as short term loss, it cancels short term gains (which is best) and if you don’t have enough short term gains it will cancel out long term gains. Same happens in reverse too, but it cancels long term gains first. If you have any short term gains, don’t wait to sell since short term is taxed higher. Mine is in my IRA so it doesn’t matter.
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Desert_Power
Footballguy
Ah, didn't realize this. Don't think I have taken anything short term this year in taxable accounts.
identikit
Footballguy
I'm precariously close to dumping all of my AMZN
It takes ato move up...
I'm thinking my $$ would be better suited in say GOOGL
And I'm talking a real dump, not a @BassNBrewfaux one.
Lex Bezos must have seen my post...
AMZN up 1.23%
At this point it’s 0.1% of our investments so it’s a nuisance. I was just going to give it a bit since I’ve had a biotech stock that lost about 40% after a year and now is up 200% a little over a year after that. After CYDY, I don’t put much into risky stuff that wasn’t a solid recommendation. That worked out well (profit was a couple years of college tuition) even with all the ups and downs, but it was stressful.
Gopher State
Footballguy
Bought AFRM at 120.00, Best Buy of the year, a run to 200.00 will pay for my new Maverick truck on order. With contracts with Amazon, Walmart, Target, feels like no ceiling for this stock!
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FreeBaGeL
Footballguy
I bought a whole bunch at $89 right after the Amazon announcement. I sold it when it spiked to $127 when the "announcement" of AFRM/Walmart partnership started making waves even though AFRM/Walmart have had a partnership since like 2019. I figured it was going to tank a bit when people realized that wasn't new, which it did for a few hours, and then they announced the Shopify partnership and off it ran w/out me
General Malaise
Footballguy
I like that you like BROS. Gives me some solace. Nice little morning.KGB said:Moved most of my $ to crypto.
Still holding 1325 BROS
and 20 contracts @ $50 calls for BROS.
Thats it for stocks.
but up big today
Following your lead here as this type buy that has been doing well. My cost basis on my remaining 7 C shares is $43 (was a large holding at one point). Added another 7 shares. Based on history, I'm leaving room to add more later
beef
Footballguy
C is due for another buyback any day now too. It should be back to 80 real soon.
Desert_Power
Footballguy
McBokonon
Footballguy
Same but I managed to get enough in that it’s second only to $SE as far as my position sizes go.
I tried. Just wish I was smart enough to go in bigger. I’ve got a good amount but there were definitely stocks that I should have dumped. Damn work and stuff.Really don't get this one at all, much to my detriment
Oh, it’s my 3rd largest holding only behind Amazon and TTD. I bought a good amount, just saying it would have been a good time to consolidate all the stragglers and make my portfolio simpler. I could have made my life easier and richer!
Desert_Power
Footballguy
Yeah, I guess my lesson is to not get caught up on one line of obvious BS from the CEO about their competitive position and look a the fuller picture on these high-growth type of businesses.
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identikit
Footballguy
identikit
Footballguy
General Malaise
Footballguy
Harry Frogfish
Footballguy
American Tower seems to have taken a decent enough cut off the top (@ 10%). And now yielding 2%. Thinking about it.
Desert_Power
Footballguy
Good question form the call:
And what -- and Mark, maybe I might disagree with your philosophy a little bit. And your philosophy set is first serve clients, then invest in the business, then you do buybacks. Why should you have any change in your philosophy? It's because the discount to book value is just getting greater and greater. Your discount versus peer has increased. Citi has worst-in-class returns, adjusted efficiency and stock market valuation. So why not a little change in that philosophy to more buybacks versus investing if you have such a great opportunity with your share price?
Bob Sacamano
Footballguy
Todem
Footballguy
If you hold this thru 2023......you will be thanking me. Huge things ahead for this company if you are paying attention.
I guess you missed out on 25-30 winners I posted here a year ago.....too bad for you man.
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KGB
Footballguy
Desert_Power
Footballguy
BroadwayG
Footballguy
Dear Todem,
Thank you for making me so much money on BLMN, CMCSA, EXC, STWD, GLPI, just recently NFLX. I don't have my complete transaction history lying around, I'm sure I'm missing at least another dozen super profitable tickers directly from you. So much so that I feel comfortable making light hearted jokes about the status of BLDP while I wait for it to come around.
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Todem
Footballguy
All good!!! Glad you made a lot of money!!!!!Dear Todem,
Thank you for making me so much money on BLMN, CMCSA, EXC, STWD, GLPI, just recently NFLX. I don't have my complete transaction history lying around, I'm sure I'm missing at least another dozen super profitable tickers directly from you. So much so that I feel comfortable making light hearted jokes about the status of BLDP while I wait for it to come around.
BLDP is a rare homer type of stock....and yes high high risk as we always said it was....but man...looking forward to the future of that company as the transition to green energy around the world becomes more and more a reality.
Navin Johnson
Footballguy
Need to convert some of my buy-and-hold dividend payers into your recs. Got a good chunk of SE in my son's portfolio because of you. Thanks for that.
No disrespect to Todem but I though folks like @-OZ- and others brought SE up. I know I knew about them back in the $30s but didn’t buy because it was one of a lot of recs. Wasn’t until I started hearing folks in here tout it that I jumped in.
Do you know roughly when your last post was that had some new recs? Been busy getting a new company off the ground and didn't get time to dig into those.
Yup, @-OZ- and others had been the SE pimps. Had to trim because it was become to big a % of my portfolio. Only wish I had adhered to that on Amazonk.
I've actually closed some converted SPAC positions for a profit this week. Not much discussion about the companies after the conversion so it's hard to know if it's something I want to hold. History says most will end up down within a year so I'm cashing out and locking in some profit.
Navin Johnson
Footballguy
Harry Frogfish
Footballguy
Are there people who didn't have a bunch of winners the last year and a half? I mean, would that even be possible, outside of penny stocks or other crap?
