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Stock Thread (17 Viewers)

Capella said:
Maybe this just isn’t a growth stock anymore. It’s been the love of my investment life for 7 years but maybe it’s time to rotate out. Annoying. 
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Understandable but with supply chains still severely disrupted I'll be holding.  You can't sell what you don't have.  JMHO

 
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Capella said:
Maybe this just isn’t a growth stock anymore. It’s been the love of my investment life for 7 years but maybe it’s time to rotate out. Annoying. 
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I did that with AAPL a while back and put the proceeds into COST and UPST. Kept stability with COST but it’s not a trillion dollar market cap so there’s growth, and UPST is the riskier hypergrowth. That was a really successful move. Been contemplating making a similar move with MSFT for a while but not in a hurry because they are still executing.

I think there’s a lot of large caps that offer some stability but also aggressive growth that people can move into, like SHOP, MELI, SE, TTD, and plenty of others. It’s tough for a 2 trillion market cap to offer market beating returns.

 
Does Apple wait to release results until all the Amazon shareholders can make a run to the liquor store?

 
Capella said:
I know I’m just getting annoyed. Whole ####ing market is up like 20% this year and this pile of crap is in the red. 
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I get it.  I bought years ago with the idea of holding, well, potentially forever.  Red on the year and at the current price down $9000 on paper.  However since I bought I'm still up over $175,000. 

I don't mind trying to time the market with small bets. I like to do it myself.  However trying to time AMZN higher or lower has proven historically to be a dangerous game. 

Again, JMHO.  It all depends on your time horizon. @Todem and @General Malaiseare the legit market peeps here. 

 
Amazon’s cloud unit grew faster than analysts had expected in the third quarter, as companies continue to rely on its computing and storage infrastructure to run websites and applications.

Revenue from Amazon Web Services totaled $16.11 billion in the quarter, up almost 39% from a year ago, according to a statement. Analysts polled by StreetAccount had expected $15.48 billion. Revenue had grown 37% in the second quarter.

AWS leads the growing cloud infrastructure market with about 41% share in 2020, according to industry researcher Gartner. In addition to providing revenue diversity, it also gives Amazon a healthy supply of income.

Almost 15% of Amazon’s total revenue came from AWS. Amazon, the parent company, issued disappointing fourth-quarter guidance on Thursday along with weaker-than-expected results for the third quarter.

AWS generated $4.88 billion in operating income for Amazon, up 38% and more than the $4.12 billion consensus that analysts had expected. Amazon as a whole ended the quarter with $4.85 billion in operating income, with an operating loss in the international business taking away from profitability in the cloud and in North America.

The AWS operating margin, at 30.3%, widened from 28.3% in the second quarter.

In the quarter AWS said it would give free USB security keys to some employees who work for U.S.-based customers, and it announced plans for a region of data centers in New Zealand.
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AWS kicking butt.  

 
McBokonon said:
I did that with AAPL a while back and put the proceeds into COST and UPST. Kept stability with COST but it’s not a trillion dollar market cap so there’s growth, and UPST is the riskier hypergrowth. That was a really successful move. Been contemplating making a similar move with MSFT for a while but not in a hurry because they are still executing.

I think there’s a lot of large caps that offer some stability but also aggressive growth that people can move into, like SHOP, MELI, SE, TTD, and plenty of others. It’s tough for a 2 trillion market cap to offer market beating returns.
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Yea. I’m holding, just annoyed. 

 
2Squirrels1Nut said:
I get it.  I bought years ago with the idea of holding, well, potentially forever.  Red on the year and at the current price down $9000 on paper.  However since I bought I'm still up over $175,000. 

I don't mind trying to time the market with small bets. I like to do it myself.  However trying to time AMZN higher or lower has proven historically to be a dangerous game. 

Again, JMHO.  It all depends on your time horizon. @Todem and @General Malaiseare the legit market peeps here. 
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Time in the market.

Not timing the market.

Has never failed me my entire life.

 
Capella said:
Maybe this just isn’t a growth stock anymore. It’s been the love of my investment life for 7 years but maybe it’s time to rotate out. Annoying. 
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Well, I don’t want to mention it but their results are 15% growth over last year which while they missed is impressive considering the growth is over a time when COVID closings were at the peak. It’s still growing at a good pace for a giant company but their e-commerce has slowed. I guess hard to say it’s slowed down but Q3/Q4 might have the hardest comps. Q2 had the lockdowns starting but many areas outside the Northeast and West .

AWS and Advertising/non-e-commerce (assume Prime Video) grew at 39% (accelerated from last Q) and 49%. If you took the non-e-commerce out, you’d have around $200B in revenue growing at 40%. That’s basically Google. That right there would be a $2 trillion company on its own, so I wouldn’t pull the cover over the body yet.

That said, I will likely lighten the load a bit as well. We first got in it in the $700s so it’s been good but it didn’t hurt dumping a little at $3450.

 
stbugs said:
Well, I don’t want to mention it but their results are 15% growth over last year which while they missed is impressive considering the growth is over a time when COVID closings were at the peak. It’s still growing at a good pace for a giant company but their e-commerce has slowed. I guess hard to say it’s slowed down but Q3/Q4 might have the hardest comps. Q2 had the lockdowns starting but many areas outside the Northeast and West .

AWS and Advertising/non-e-commerce (assume Prime Video) grew at 39% (accelerated from last Q) and 49%. If you took the non-e-commerce out, you’d have around $200B in revenue growing at 40%. That’s basically Google. That right there would be a $2 trillion company on its own, so I wouldn’t pull the cover over the body yet.

That said, I will likely lighten the load a bit as well. We first got in it in the $700s so it’s been good but it didn’t hurt dumping a little at $3450.
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The market doesn’t care about any of this at all. I’m not saying you are wrong but it simply doesn’t matter. 

 
BassNBrew said:
Apple missed....getting crushed.
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I bought 500 additional shares 2-3 weeks ago at $138.   It would have been nice if they crushed but we knew that would be hard with the chip shortage.  Heck, I think they did a great job under the circumstances.   Personally, I'm pleased.*

*These statements should not be regarded as an offer or solicitation of an offer to buy or sell any investments or related services that may be referenced on this website

 
STMH has sunk to the level where I told myself I would double down. In the morning it will either A) go up and I'll talk myself out of it, or 2) go down and we'll see if I have the courage of my convictions. I'm opening 'Gutless' at -125.

 
General Malaise said:
Generally speaking, Fridays have been pretty solid this year.  Tomorrow is the last trading day of the month and many fund managers are eager to lock in good gains in the first month of the 4th quarter because the next two months will determine bonuses and Oct. has been largely good across the board (unless you were a dedicated short seller).  So, unless earnings come out and just disappoint greatly, I think the big boys will be gunning to close Oct. on a high note and swing for the fences in Nov/Dec.  We can't let the boys of Reddit get all the lambos.
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Nevermind.    :bag:

where's that liquor store?

 
Todem said:
Time in the market.

Not timing the market.

Has never failed me my entire life.
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I think you know this isn't entirely true.  Time in the market in good stocks hasn't failed you.  Anyone in companies like PFE, F, MRK, XOM, any airline, the last 15-20 years can speak to this.  Anyone in individual stocks should be evaluating them on a regular basis.  Set it and forget it is for index investing or paying someone like you to handle it.

 
Finally decided to sell my HGEN after the dump it took a while back.  Took a 2/3rd hit but figured it got back to 7 so I should just get out.  Anyways with that said what suggestions do you guys have on where I should put that 1/3 back into the market to slowly try to rebuild the losses. This is my “gambling” money account, but after taking a kick to the teeth I’d like to have something to be a little bit more conservative. I was thinking about just parking in a APPL for a while but would love better suggestions.  TIA

 
good reminder by Amazon that stocks have a hard time growing forever, I recall way back when someone told me all you need for growth stocks we’re GE; blackberry and way back Kodak, yikes. People are back to going to malls; and target, Walmart etc, have figured out the etrade  market.  The only hope I have for Amazon is if they get NFL ticket for prime.  Like a lot of people I am selling my stake in Amazon, it’s been a great run, but time to ring the cash register and move on.

 
Gopher State said:
good reminder by Amazon that stocks have a hard time growing forever, I recall way back when someone told me all you need for growth stocks we’re GE; blackberry and way back Kodak, yikes. People are back to going to malls; and target, Walmart etc, have figured out the etrade  market.  The only hope I have for Amazon is if they get NFL ticket for prime.  Like a lot of people I am selling my stake in Amazon, it’s been a great run, but time to ring the cash register and move on.
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Why is this in italics, I feel like it’s the narration at the beginning of a movie. 

 
BROS.  Someone mentioned this earlier but damn this place seems to be a gold mine.  I’m in Vegas and drove by one of these around noon and there were 15+ cars in line and 20 or so people standing by the takeout window.  Wife and I went back a couple of hours later and still really busy.  Neither of us are coffee drinking but got flavored lemonades with crushed ice like a Mr Misty.  Really good.  Super friendly employees and a great following amongst the younger generation definitely wish I had purchased more of this a few weeks ago when I nibbled.  At least this location is doing things right.

 
BassNBrew said:
I think you know this isn't entirely true.  Time in the market in good stocks hasn't failed you.  Anyone in companies like PFE, F, MRK, XOM, any airline, the last 15-20 years can speak to this.  Anyone in individual stocks should be evaluating them on a regular basis.  Set it and forget it is for index investing or paying someone like you to handle it.
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Oh yeah....don’t disagree.

Most people are really bad investors. Lousy timing, typically make emotional decisions etc etc etc. 

But long term investing is truly where it is at as far as being successful in general. Of course you gotta own the right investments.  

 
Todem said:
Oh yeah....don’t disagree.

Most people are really bad investors. Lousy timing, typically make emotional decisions etc etc etc. 

But long term investing is truly where it is at as far as being successful in general. Of course you gotta own the right investments.  
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Todem.  Have you updated your list here recently?  I looked but could find anything.  If you have the inclination I love too see your current buy thoughts.  Thanks!

 
dkp993 said:
Todem.  Have you updated your list here recently?  I looked but could find anything.  If you have the inclination I love too see your current buy thoughts.  Thanks!
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DOW and LYB were his current top suggestions.  IMO these both mirror his EXC pick from a year ago that's been a huge winner.

He was also big on DIS at this level at the beginning of the year so I assume he'd still like that stock.

He also recently mentioned INTC.

 
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kevzilla said:
STMH has sunk to the level where I told myself I would double down. In the morning it will either A) go up and I'll talk myself out of it, or 2) go down and we'll see if I have the courage of my convictions. I'm opening 'Gutless' at -125.
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I hear ya. I saw it today for the first time in quite awhile. I was in and out of this stock a couple of times, but made the fatal flaw of getting back in when it was about $1.20. You can see how that turned out.

Oh, and cut my loss on UVXY. Nothing like torching a cool grand. That will be my last time riding that freaking thing.

 
Goldman and Morgan Stanley say this dip is a great time to buy Amazon, one of their top picks for 2022
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LOL...I guess if you say it often enough you can convince yourself it's not a lie.

Actually I'm impressed that Amazon has held up as well as it did with those numbers.  I'm not buying here and will be targetting $31xx.

Apple’s supply issues are temporary, so buy the dip, JPMorgan says
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I'm in agreement with this head line.  I did buy back the Apple shares I sold yesterday for $152.xx for $145.01.  Wouldn't surprise me to see Apple drift down into the $130s sometime in the next month.

 
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Kinsale Capital Group, Inc. (KNSL) came out with quarterly earnings of $1.59 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.42 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of 57.43%. A quarter ago, it was expected that this company would post earnings of $1.09 per share when it actually produced earnings of $1.28, delivering a surprise of 17.43%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Kinsale Capital Group, Inc.Which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $164.88 million for the quarter ended September 2021, surpassing the Zacks Consensus Estimate by 7.20%. This compares to year-ago revenues of $122.5 million. The company has topped consensus revenue estimates four times over the last four quarters.

 
BassNBrew said:
LOL...I guess if you say it often enough you can convince yourself it's not a lie.

Actually I'm impressed that Amazon has held up as well as it did with those numbers.  I'm not buying here and will be targetting $31xx.

I'm in agreement with this head line.  I did buy back the Apple shares I sold yesterday for $152.xx for $145.01.  Wouldn't surprise me to see Apple drift down into the $130s sometime in the next month.
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I did the same with Apple, though my rebuy was 147. I'm expecting a good 4th quarter.

 
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