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Stock Thread (24 Viewers)

The General said:
AMZN really is the turd in the punch bowl. 
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Glad I sold those 11 shares. Still have a lot left but I don’t feel like taking anymore tax hits this year. I also think if there’s a big dip that they’ll handle it better because they aren’t exactly expensive due to a big run up. 

 
stbugs said:
Glad I sold those 11 shares. Still have a lot left but I don’t feel like taking anymore tax hits this year. I also think if there’s a big dip that they’ll handle it better because they aren’t exactly expensive due to a big run up. 
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Exactly what I sold. I’m holding the rest of mine forever and will add again if it drops too far. 

Bought one of those Todem stocks and one of my personal favs for long term Waste Management (we are never going to run out of #### we bought off AMZN to throw away, right!) for the long term hold. 

I kept a little in my pocket and ready to throw it on some moonshot!

 
 
 
McBokonon said:
I went from none to two (was 3, sold VSPR although I’m still watching as a reopening play) and might get in this one tomorrow, too. I’ve come around to the strategy as using these as a cash replacement like a few others in here.

 My other two are HAACU and BFT.
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Not sure if you ever got back in, but the VSPR warrants (now SKIN) have a mandatory redemption tomorrow.  I just sold mine as they were fairly priced with the stock that I still hold.

Just wanted to mention because it can be hard to track these notices when a successful de-SPAC does this.

 
Desert_Power said:
Not sure if you ever got back in, but the VSPR warrants (now SKIN) have a mandatory redemption tomorrow.  I just sold mine as they were fairly priced with the stock that I still hold.

Just wanted to mention because it can be hard to track these notices when a successful de-SPAC does this.
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Nope, unfortunately. I'll take some solace in having a correct thesis but I never got back in.

 
Speaking of SPACs, I just bought some SNII common and warrants.  They're combining with Rigetti Computing, which is another pure quantum computing play.  Very speculative, but the common is close to $10, so at least right now it isn't overpriced.

Another one of my "future technology" moonshots.  Someone is going to win big in the space.  Another small bet (and it's definitely a bet) that this one has potential to be that.

 
Missed that SPG earnings were last night. They pretty much killed it. 

Simon Property (NYSE:SPG): Q3 FFO of $3.13 beats by $0.60.

Revenue of $1.29B (+21.7% Y/Y) beats by $90M.

The Company currently estimates net income to be within a range of $6.61 to $6.71 per diluted share and FFO will be within a range of $11.55 to $11.65 per diluted share for the year ending December 31, 2021 ($10.94 consensus).  The FFO per diluted share range is an increase of $0.85 per share from the $10.70 to $10.80 per diluted share range provided on August 2, 2021.

Simon's Board of Directors declared a quarterly common stock dividend of $1.65 in cash on November 1, 2021, for the fourth quarter of 2021.  This is a 26.9% increase year-over-year and a 10.0% increase compared to the third quarter 2021 dividend.  The dividend will be payable on December 31, 2021 to shareholders of record on December 10, 2021.

 
*AMC Entertainment shares are trading higher in sympathy with Bed Bath & Beyond and other popular Wall Street Bets stocks following announcements from Bed Bath & Beyond
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Well it appears this old horse is ready for the glue factory.  :lmao:

 
Capella said:
There was some European Commission who wrote a giant piece where they recommended it as one of the 10 most promising drugs for covid, covering three different stages of illness.
 

I don’t know if the commission is associated with the EU or just a random bunch of doctors but it was def written by a group of educated folks. Apparently they considered 86 drugs for covid and decided the ones selected were the best. 
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This EU commission is their version of Operation Warp Speed. In hindsight, OWS was not what I thought it would be for HGEN, but the EU commission endorsement, post EUA decline is very significant. Of course keeping and expanding Activ-5 is another vote of confidence.

Unless your company is in a Cathy Wood favored space like genomics,  Biotech is long game - patience and stubbornness is required.

The UK are the true trailblazers in pushing Covid drug approvals, I wouldn’t be surprised to see a new Covid drug approved there this week. 

 
@Todem (or any PFE owners) Have you decided what to do with your PFE?  I believe this was on your buy list last year.  I start buying last Nov/Dec when the vaccine was approved.  Much like the full Lowes and HD parkings lots in 2020, this seemed like an obvious winner.  Return has been 22% plus another 4% in earnings.  Awesome compared to Amazon, not so good compared to the S&P 500.  With the booster news this could continue to have legs, but 50% of the world's population has received a shot.  The gravy train will slow and then we are back to a company that is based priced where it was in 1998.  At what point is it time to cash out and move on to something bette?

 
 
 
2Squirrels1Nut said:
Well it appears this old horse is ready for the glue factory.  :lmao:
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Dude, I don’t know what to say. It’s like we are in a VR world. Bed, Bath and Beyond has apparently doubled their market cap with an announcement that they will be featured on Kroger.com. I couldn’t believe it, I mean THE Kroger.com. That’s the app that all the kids use now instead of Snap and Instagram. It’s like being let in to the most exclusive party in the world. It’s a guaranteed doubling of their business. All the housewives go there to do their non-grocery shopping.

I have my popcorn ready because there have to be people with their life savings in these meme stocks and meme coins. At some point, it’s going to be spectacular to watch.

 
 
By the way, you still holding KNSL? I actually bought a bit more to give myself a full share and it’s popped nicely since earnings last week. Still a long term hold but it finally started moving. P/S for 2021 about 7 isn’t bad at all for a company growing 40-50%.

 
stbugs said:
You might as well be in Zimbabwe. By the way, if we’re totaling up money made on stock picks, here’s my link:

https://www.carvana.com/vehicle/1902997

Free shipping to my house. When I see this delivered, I’ll send you some beer. 
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Now you're bagging on where I live :cry: I may need to go take a walk on the trail by the lake to ponder my hurt feelings.  I won't be long as it's a two block walk from my front door.

I don't think we were measuring ##### otherwise the AMC guys win.  What we are here for is to thank BnB for saving us thousands of dollars last week.

 
stbugs said:
By the way, you still holding KNSL? I actually bought a bit more to give myself a full share and it’s popped nicely since earnings last week. Still a long term hold but it finally started moving. P/S for 2021 about 7 isn’t bad at all for a company growing 40-50%.
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Yes.  Great call.   I'm actually in the green now.

First share was at $227 and then $225 when you pointed out the drop from $250 due to some stupid news about them being dropped from a smaller index when they were moving up the ranks.  Liked your premise and added at $215 and $206.  As you pointed out, the numbers still looked great.  As it fell, I continued to add at $188, $185, and $179.  Should have picked up some in the $150s, but I was over 1.5% of my total portfolio which is 150 stocks (and at the time over 1/4 in Amazon) and preferred to add some other stocks that were on sale.

Maybe you can help me out of a pickle.  Fidelity defaults to margin buys.  It's not real margin, it's limited margin that you aren't charged interest on.  Those first KNSL stocks were accidentely margin buys.  I want to flip them from margin to regular holdings.  Is the best time to do this on a day trending down where I sell first and hope to buy lower or an up day where I buy first and then sell later.  I've screwed myself using limits in the past missing out on some good buys and I've also eaten a 1% higher cost basis on some stuff using market buys.

 
BassNBrew said:
@Todem (or any PFE owners) Have you decided what to do with your PFE?  I believe this was on your buy list last year.  I start buying last Nov/Dec when the vaccine was approved.  Much like the full Lowes and HD parkings lots in 2020, this seemed like an obvious winner.  Return has been 22% plus another 4% in earnings.  Awesome compared to Amazon, not so good compared to the S&P 500.  With the booster news this could continue to have legs, but 50% of the world's population has received a shot.  The gravy train will slow and then we are back to a company that is based priced where it was in 1998.  At what point is it time to cash out and move on to something bette?
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Good question. I've been eyeballing this also and wondering what to do.

I'm up 30% and thinking it might be time to bail. Interested to hear what others might do.

 
BassNBrew said:
@Todem (or any PFE owners) Have you decided what to do with your PFE?  I believe this was on your buy list last year.  I start buying last Nov/Dec when the vaccine was approved.  Much like the full Lowes and HD parkings lots in 2020, this seemed like an obvious winner.  Return has been 22% plus another 4% in earnings.  Awesome compared to Amazon, not so good compared to the S&P 500.  With the booster news this could continue to have legs, but 50% of the world's population has received a shot.  The gravy train will slow and then we are back to a company that is based priced where it was in 1998.  At what point is it time to cash out and move on to something bette?
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I have sold covered calls on this stock....enhancing the already very attractive and reliable dividend yield. March 48’s is what I have been selling. If it get’s called away...that’s ok. We make 34% on the stock. If it does not get called we enhanced the current yield from 3.43% to 4.6% on a 6 month option.

When it expires....we will see where he stock price is and re-evaluate to either exit (most likely not) or write another call. The stock is still trading at a current PE of 13.5

So this is not some expensive stock. They have a great dividend. And if I keep writing calls I increase that yield and continue to lower my cost basis. 

I like their outlook till the next expiration (March 2022). So we will check back then.

If you want to take your profits here....by all means. It was really cheap when we suggested this one. Now it is just.....cheap. LOL.  It has traditionally been a value stock that never really moves the needle. But sometimes you can catch these really inexpensive high quality stocks and make a nice trade. So there is no wrong answer here. 

I don’t expect it to just suddenly drop 30%

 
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BassNBrew said:
Yes.  Great call.   I'm actually in the green now.

First share was at $227 and then $225 when you pointed out the drop from $250 due to some stupid news about them being dropped from a smaller index when they were moving up the ranks.  Liked your premise and added at $215 and $206.  As you pointed out, the numbers still looked great.  As it fell, I continued to add at $188, $185, and $179.  Should have picked up some in the $150s, but I was over 1.5% of my total portfolio which is 150 stocks (and at the time over 1/4 in Amazon) and preferred to add some other stocks that were on sale.

Maybe you can help me out of a pickle.  Fidelity defaults to margin buys.  It's not real margin, it's limited margin that you aren't charged interest on.  Those first KNSL stocks were accidentely margin buys.  I want to flip them from margin to regular holdings.  Is the best time to do this on a day trending down where I sell first and hope to buy lower or an up day where I buy first and then sell later.  I've screwed myself using limits in the past missing out on some good buys and I've also eaten a 1% higher cost basis on some stuff using market buys.
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No idea on the margin. I don’t use it. Probably should have way back when but now it would scare me a bit because I do have that uneasy feeling again.

I’m just glad that KNSL is moving up finally. My cost basis is $169 so probably up 20% (missed adding some in $150s too). It’s just not well followed but I could see it double in 2-3 years, which is more than enough for me. I bought that, INSP and NVCR the same day last June. It’s funny how each of the three had been the top return of the 3 and now INSP is at 170%. NVCR was hot but only a 60% gain now. I think all three still have solid potential. I’ve only added to KNSL as it was languishing. Only have a half share of NVCR, probably should have bought more but it ran the quickest and was over a full share.

 
stbugs said:
No idea on the margin. I don’t use it. Probably should have way back when but now it would scare me a bit because I do have that uneasy feeling again.

I’m just glad that KNSL is moving up finally. My cost basis is $169 so probably up 20% (missed adding some in $150s too). It’s just not well followed but I could see it double in 2-3 years, which is more than enough for me. I bought that, INSP and NVCR the same day last June. It’s funny how each of the three had been the top return of the 3 and now INSP is at 170%. NVCR was hot but only a 60% gain now. I think all three still have solid potential. I’ve only added to KNSL as it was languishing. Only have a half share of NVCR, probably should have bought more but it ran the quickest and was over a full share.
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Doesn't Fidelity default to the margin purchase for you?

It's not real margin, it's a get of of jail free card to day trade uncleared funds the best I can tell.  You have to have real money in your account to use it.

 
Zillow is getting crushed this morning and announced that they are permanently out of the i-buying business and will be laying off 25% of their work force.  I see this as a great long term opportunity to buy.  I thought getting into the flipping business was foolish and am seeing first hand this business model failing.  Very smart of them to realize this and pull the plug.  I think this moves them back into the tech category.

For anyone in Open Door this is your opportunity to exit unless you they they are smarter than the Zillow folks.

 
BassNBrew said:
Zillow is getting crushed this morning and announced that they are permanently out of the i-buying business and will be laying off 25% of their work force.  I see this as a great long term opportunity to buy.  I thought getting into the flipping business was foolish and am seeing first hand this business model failing.  Very smart of them to realize this and pull the plug.  I think this moves them back into the tech category.

For anyone in Open Door this is your opportunity to exit unless you they they are smarter than the Zillow folks.
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From what I’ve read, they are. I think unlike Z, Open Door has been in that game the entire time. I think Z jumped in and went too fast and got burned by the big jump in prices.

This is an OK article about it: https://finance.yahoo.com/news/why-zillow-had-stop-buying-170414137.html

It might be a good buying opportunity. Before it started buying homes, it hit $60 a little over 3 years ago and it’s barely above that now. 

 
BassNBrew said:
Doesn't Fidelity default to the margin purchase for you?

It's not real margin, it's a get of of jail free card to day trade uncleared funds the best I can tell.  You have to have real money in your account to use it.
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I don’t have margin setup on my account so I don’t think I’ve ever traded without cash available. I have seen it where the cash I got from selling a stock is available but not cleared into the cash holding fund, but that’s it.

 
stbugs said:
From what I’ve read, they are. I think unlike Z, Open Door has been in that game the entire time. I think Z jumped in and went too fast and got burned by the big jump in prices.

This is an OK article about it: https://finance.yahoo.com/news/why-zillow-had-stop-buying-170414137.html

It might be a good buying opportunity. Before it started buying homes, it hit $60 a little over 3 years ago and it’s barely above that now. 
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Open Door does do traditional listing.  The i-buying only works if you can convince the consumer to sell well below market value.  These companies have been carried by real estate prices jumping 5-10% during their holding period.  That will go away.

I've chronicled what's going on with the Open Door home next door to me.  Their home check person was buy last week.  Dude left all the lights on...oh well, shareholders are paying for it.  They still left the stickers on the front door we're fining them $100 a day for.  

 
QS cracked the 30s.  Probably should trim but I'm undecided.

Also sold the DM acquired a month ago for a 28% gain.  This represents less than 10% of my position.

 
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