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Stock Thread (18 Viewers)
- Thread starter St. Louis Bob
- Start date
I like that things are improving, growth rate accelerating and retention rate increasing. They need to keep that improving to support the P/S.
Missed this UWMC interview from August. UWMC earnings next week.
https://www.cnbc.com/video/2021/08/17/uwm-holdings-ceo-explains-the-mortgage-lenders-total-gain-margin-drop-in-q2.html?&qsearchterm=uwmchttps://www.cnbc.com/video/2021/08/17/uwm-holdings-ceo-explains-the-mortgage-lenders-total-gain-margin-drop-in-q2.html?&qsearchterm=uwmc
https://www.cnbc.com/video/2021/08/17/uwm-holdings-ceo-explains-the-mortgage-lenders-total-gain-margin-drop-in-q2.html?&qsearchterm=uwmchttps://www.cnbc.com/video/2021/08/17/uwm-holdings-ceo-explains-the-mortgage-lenders-total-gain-margin-drop-in-q2.html?&qsearchterm=uwmc
identikit
Footballguy
I'm looking at it as more of a short-term thing.
Thinking 30% improvement will work for me.
It represents about 3% of my overall.
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FLGT announces next week.
Anyone have any idea what other assets means?
https://www.cnbc.com/quotes/FLGT?tab=financials
384,000,000 in cash and short term investments
153,000,000 in receivables
430,000,000 in other assets
This company is sitting on nearly 1 billion dollars in "cash". Surely there will either need to be a plan for this or a special dividend announced???
Anyone have any idea what other assets means?
https://www.cnbc.com/quotes/FLGT?tab=financials
384,000,000 in cash and short term investments
153,000,000 in receivables
430,000,000 in other assets
This company is sitting on nearly 1 billion dollars in "cash". Surely there will either need to be a plan for this or a special dividend announced???
McBokonon
Footballguy
They’ll use it for acquisitions like they did with Helio. I’d be livid if they wasted it on a dividend - way too early in their lifecycle for that.
100% agreed. The COVID testing was a boon for them and what I see is a management team that moved quickly to build a war chest that will:
1. Allow them to branch into new revenue opportunities or expand existing testing capabilities with acquisitions that they wouldn’t have had the opportunity to without the war chest.
2. Be a great benefit to shareholders to not be diluted in order to do 1.
Number 2, go ahead and laugh, is huge because it means we make more money on every dollar they earn in new/expanded opportunities and also their core testing which has been growing great even in the COVID world.
Looks like a good trade but honestly was hoping for a bit more of a pop but I guess the Z stuff still weighing all stocks in that area even if completely different. Up $800. It went down 10% yesterday in sympathy and had good beats and is only up 3%.stbugs said:
Not much action premarket either (last updated price is behind a few minutes), so hopefully it’ll pop more. Seems green but a few drops like ROKU and QRVO due to earnings.
identikit
Footballguy
JB Breakfast Club
Footballguy
Wish I'd held my full position on RVLV when it hit low 70s.
Big earnings day for my portfolio with SQ, FSLR, FNKO, and FTNT all reporting.
Big earnings day for my portfolio with SQ, FSLR, FNKO, and FTNT all reporting.
McBokonon
Footballguy
Net dollar retention rate of 116% which is bonkers when your customers are small/medium businesses (churn is usually higher.)
Not looking like much of a dip and actually it’s green now.
McBokonon
Footballguy
I also started a spec position in $CLPT over the last few weeks. Average cost here is $17.62. Medical device company showing some promise. Taking a shot here, probably take awhile to develop if it ever does. Market cap is only $402 million so it’ll be really volatile. Not necessarily a recommendation if you’re impatient but the swings might be tradeable.
SMH, should have bought at $86 premarket.
Damn work always gets in the way, calls all morning already. Should have just bought a full share a while ago.
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Man, I bought it around $40 last March but I only bought a quarter share. I decided to by 1 share combined of SHOP, ETSY and DDOG (bought a little more of this). DDOG was the worst performer at 330%. Put in like $8k for $32k in gains. Not too bad at all! Probably will be holding those three another few years.$ETSY
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That time in SPAC stocks was ridiculous. Damn glad looking back that I made some nice money on them but some of them were like buying GME at $400+. It was a hot potato that could go up but was going to drop a lot at some point.
Geez, NVDA is about to overtake MSFT as my second largest position. This is nuts. I'm tempted to take a bit more off the table as I've already taken out my cost basis, but it's in a taxable account and my tax bill is already going to be stupid this year. 1st world problems I know, but still.
So was I, trying to bargain shop during record highs. Too good to pass up now.stbugs said:
Agree 100%, and am getting in sub $70 for the long haul (I don't day trade like you guys do). And after owning several ARK funds for the past few years I don't mind going against Cathie, although, ARK still owns over 6 million shares. They trimmed 38% which makes no sense really.
JB Breakfast Club
Footballguy
Umm, he might be kicking your butt now. I was thinking about sending you some beer but since AMZN is now up more than where you suggested selling it, I think you owe me now.
ummm....with "interest" it's now two sixers.
https://forums.footballguys.com/topic/673466-stock-thread/?do=findComment&comment=23682474
Z, you're dead to me...Zillow's home-flipping business made no sense: Barbara Corcoran
Smushed like the cockroaches they are.
https://finance.yahoo.com/news/zillows-home-flipping-business-made-no-sense-barbara-corcoran-203837226.html?soc_src=community&soc_trk=ma&guccounter=1
Smushed like the cockroaches they are.
https://finance.yahoo.com/news/zillows-home-flipping-business-made-no-sense-barbara-corcoran-203837226.html?soc_src=community&soc_trk=ma&guccounter=1
Also one of the most mentioned stocks on wallstreetsbets in the last 24 hours.
NVDA is one rocket ship I missed out getting a seat on. I kept looking for an entry point and it kept going up and away.
I’m down $122 on your suggestion. Not sure where that link is supposed to go. My AMZN isn’t in my IRA so the EXPI buy was completely separate!
Todem
Footballguy
MDU
If you never got in on this energy/utility/infrastructure company.....it is down today because their earnings in their construction arm were down from 2020.....naturally it should be with the increase in materials costs, shortage of supplies and labor. They are a solid solid company that pays a good growing dividend.
If you never got in on this energy/utility/infrastructure company.....it is down today because their earnings in their construction arm were down from 2020.....naturally it should be with the increase in materials costs, shortage of supplies and labor. They are a solid solid company that pays a good growing dividend.
Sell call was at $3450. Of course you could have held and made $5 a share OR re-bought at $3300 and made 5% OR move it into Albertson's and made 20%.
On a note that might be more interesting to others, what's your opinion on Amazon weighting if individual stocks are you're only investment (meaning you don't own it via index fund). I'm now currently at 15% down from over 25%. I feel like I should be trying to get to 10%, but the risk of Amazon cratering seems to be minimal so maybe 15% isn't out of line?
Thank you. Just doubled my position at $29.01. That $28.50 in the rear view mirror earlier today looks really sweet.
I’ve always said that I think of it as my bond holding. It may not streak like the rest but it’s not like the earnings report showed a decrease in sales. It was 15% growth instead of 20% and it was all e-commerce which based on Apple saying they lost $6B of revenue for the supply chain woes, it shouldn’t be surprising. I’m just under 20% and may go down to 15%, but I’ve got other stuff I should sell first.
Desert_Power
Footballguy
Feels like this would to other ibuyers like OPEN too.
How has the real estate market been feeling lately? Seems like I'm seeing price reductions more in my casual browsing. This should take more pressure off IMO.
Still moving on up. If it’s in good condition and not insanely priced, it’s selling immediately over asking. Market still dominated by cash buyers. Once they go away the normal folks will fill the void.
I think from what I’ve read Z just jumped in seeing dollar signs and obviously was ready and didn’t have it planned out well. You don’t just stop unless you were completely ####### it up. OPEN has been doing it a lot longer and they obviously don’t just use the Zestimate. Yes, a cooling off of the market can have an impact but I think this seems more like a Z big mistake.
Dwayne Hoover
Footballguy
Dwayne Hoover
Footballguy
The gambling stocks are getting crushed. PENN is the worst, which I'm glad that I don't own but DKNG and PDYPY are anchors right now
