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Stock Thread (16 Viewers)

McBokonon said:
I think name recognition might make it a decent trading vehicle for awhile but I was just looking at $WEBR’s financials. Yuk.

I do have a Weber Performer and I use it all the time. Love it. Bought it 8 years ago and they haven’t received any new money from me since. Great product but I need some recurring revenue. Hard pass.
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Freak Show said:
I'm not great with stocks, and usually just follow good recommendations made through this forum. I noticed COOK (Traeger Grills) seems to be down right now. Is this a company to invest in? Or is there a reason to stay away?
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These were my thoughts on $WEBR when it went public. I don’t feel any differently about Traeger.

 
McBokonon said:
These were my thoughts on $WEBR when it went public. I don’t feel any differently about Traeger.
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Man I still have my Weber grill that I originally got back around 2007 or something.  That thing is a tank.

It's a fair point you're making.  Maybe that's why 99% of companies just sell cheap made in China junk now.  Selling something American made and built to last just means you don't get to sell the same person a new one every 3 years and your stock flounders.

 
FreeBaGeL said:
Man I still have my Weber grill that I originally got back around 2007 or something.  That thing is a tank.

It's a fair point you're making.  Maybe that's why 99% of companies just sell cheap made in China junk now.  Selling something American made and built to last just means you don't get to sell the same person a new one every 3 years and your stock flounders.
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Yep. Great products. Love them. I use that thing constantly and it’s not even close to needing replaced.

These might even be good businesses, but not good enough to return a lot to shareholders. Kind of hope they go back to being private so they aren’t tempted to reduce quality to increase margins so Wall Street is happy.

 
Been seeing increasing meme chatter about the marijuana stonks again. They've had a good week, but man those long term charts are a disaster. Anything to look at in this space?

 
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Desert_Power said:
Been seeing increasing meme chatter about the marijuana stonks again. They've had a good week, but man those long term charts are a disaster. Anything to look at in this space?
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I'm not sure that I see a driver that is going to suddenly lead to a big increase in marijuana sales. Legalization is mostly behind us, everyone who waited to start smoking pot until it was legal is doing it now. What trigger is going to drive things higher?

 
nysfl2 said:
I'm not sure that I see a driver that is going to suddenly lead to a big increase in marijuana sales. Legalization is mostly behind us, everyone who waited to start smoking pot until it was legal is doing it now. What trigger is going to drive things higher?
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Apparently federal legalization votes are expected next month. Sadly, it is still illegal in too many places. Although D8 and D9 made from hemp are...

 
nysfl2 said:
I'm not sure that I see a driver that is going to suddenly lead to a big increase in marijuana sales. Legalization is mostly behind us, everyone who waited to start smoking pot until it was legal is doing it now. What trigger is going to drive things higher?
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I have no dog in the marijuana stock universe, however, federal legalization would be a pretty larger driver for the industry as a whole.  These companies right now have little to no access to the US banking system.  It makes their sales/revenues extremely burdensome to report, manage and take advantage of access to capital markets.   Allowing the marijuana industry to act as a legitimate business would be a huge tailwind for sure.  Also, I'm not so sure about the notion that it wouldn't be a large increase in sales as there is still a stigma around it, imho (note, I am an old).  

I'm still not getting into these stocks, but I can see the upside.

 
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2Squirrels1Nut said:
2Squirrels1Nut said:
2Squirrels1Nut said:
On 3/2/2022 at 8:40 AM, 2Squirrels1Nut said:
On 2/15/2022 at 11:13 AM, 2Squirrels1Nut said:
Bought 1,  4/1/22, $75, DWAC put for $15.
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Added another at $6.25
Expand  
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And other at $5.  for 3 total contracts


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Sold these for a $1400 gain.  I think it's going to $0 sooner than later but got a nice premium and they expire in a couple weeks which is why.... 

I bought 2, 5/20/22  $45 puts at $5.70 each
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Two more at $4.40 each. 

This has a 2.2 billion valuation.  It has been a month since launch and already a ghost town.  Thank you for the intel
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2 more at $3.00 each for 6 total

 
nysfl2 said:
I'm not sure that I see a driver that is going to suddenly lead to a big increase in marijuana sales. Legalization is mostly behind us, everyone who waited to start smoking pot until it was legal is doing it now. What trigger is going to drive things higher?
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In AZ pot has been legal a little over a year.  The state collected about 100 million in pot tax last year.  What drives the sales is not smoking weed, but gummy’s, cookies, candy, etc., tons of things to eat.  I know people that never tried pot until it was legal, they love the variety.  One gummy before bed, sleep all night, with no hangover in the morning.  I been to the dispensary a few times, lots and lots of people over 50 buying, always a line to get the goodies!

 
  • Love
Reactions: KGB
JB Breakfast Club said:
Stonks are back! AMC over $25. Markets are weird. 
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It is hysterical. This quote from AMC CEO is top notch:

(Reuters) - AMC Entertainment Holdings Inc Chief Executive Adam Aron said the movie-theater chain would embark on more "transformational" deals to capitalize on the interest of retail investors following its bet on a troubled gold and silver mine operator.

Remember that this is the guy who sold all of his vested shares because he said he needed to ensure his retirement and his children’s wealth. The bolded part literally says that he’s got a retail horde behind him that will buy anything he says to buy and the company like HYMC can sell huge numbers of shares (they tripled their outstanding shares so far) to retail folks.

It’s amazing to me that people think he has their backs when he’s using them to buy up all the new shares of other bad companies being added to the market.

 
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stbugs said:
It is hysterical. This quote from AMC CEO is top notch:

(Reuters) - AMC Entertainment Holdings Inc Chief Executive Adam Aron said the movie-theater chain would embark on more "transformational" deals to capitalize on the interest of retail investors following its bet on a troubled gold and silver mine operator.

Remember that this is the guy who sold all of his vested shares because he said he needed to ensure his retirement and his children’s wealth. The bolded part literally says that he’s got a retail horde behind him that will buy anything he says to buy and the company like HYMC can sell huge numbers of shares (they tripled their outstanding shares so far) to retail folks.

It’s amazing to me that people think he has their backs when he’s using them to buy up all the new shares of other bad companies being added to the market.
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I expect another huge announcement like popcorn WITH BUTTER! 

Will send AMC to $50+

 
Has anyone followed Newegg (NEGG)? Popping today. 5 year chart is extremely weird. Are the random run ups from takeover rumors, maybe? I have used them for chords and parts for computer builds...first time I ever looked at the chart. 

 
JB Breakfast Club said:
Has anyone followed Newegg (NEGG)? Popping today. 5 year chart is extremely weird. Are the random run ups from takeover rumors, maybe? I have used them for chords and parts for computer builds...first time I ever looked at the chart. 
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I know I bought something computer related from them years ago, almost surprised they are still around.

I think anything speculative seems to be on a run. Maybe cash from tax rebates is hitting wallets?

 
The meme stocks are all tethered to GME. Those invested in GME saw this day coming.

  • 0% FED policy forever
  • COVID strikes
  • Banks are encouraged to loan dollars
  • Greedy hedge funds take the banks money and go long on FAANG stocks, but the bank requires a certain percent of the portfolio to also be short
  • The meme/retail/mall short basket is created (that includes the biggest names that were being cellar boxed - including GME, AMC, and BBBY) and is attached in droves to these derivatives so that the hedge funds can get 10-50X leverage.
  • Ryan Cohen, Roaring Kitty, and Reddit see a weakness whereas a bunch of companies have been massively overshorted. Most don't matter, because the companies suck and a ton of shares actually exist.
  • But in GameStop only 77 million shares exist. That represents a problem if that company turns the corner and becomes successful.
  • GameStop has turned the corner...and a bunch of stuff is about to get blown up. 

 
David Dodds said:
The meme stocks are all tethered to GME. Those invested in GME saw this day coming.

  • 0% FED policy forever
  • COVID strikes
  • Banks are encouraged to loan dollars
  • Greedy hedge funds take the banks money and go long on FAANG stocks, but the bank requires a certain percent of the portfolio to also be short
  • The meme/retail/mall short basket is created (that includes the biggest names that were being cellar boxed - including GME, AMC, and BBBY) and is attached in droves to these derivatives so that the hedge funds can get 10-50X leverage.
  • Ryan Cohen, Roaring Kitty, and Reddit see a weakness whereas a bunch of companies have been massively overshorted. Most don't matter, because the companies suck and a ton of shares actually exist.
  • But in GameStop only 77 million shares exist. That represents a problem if that company turns the corner and becomes successful.
  • GameStop has turned the corner...and a bunch of stuff is about to get blown up. 
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Where do you see GME ending up?  Is the moonshot getting back to $350 or something higher than that?  

 
David Dodds said:
The meme stocks are all tethered to GME. Those invested in GME saw this day coming.

  • 0% FED policy forever
  • COVID strikes
  • Banks are encouraged to loan dollars
  • Greedy hedge funds take the banks money and go long on FAANG stocks, but the bank requires a certain percent of the portfolio to also be short
  • The meme/retail/mall short basket is created (that includes the biggest names that were being cellar boxed - including GME, AMC, and BBBY) and is attached in droves to these derivatives so that the hedge funds can get 10-50X leverage.
  • Ryan Cohen, Roaring Kitty, and Reddit see a weakness whereas a bunch of companies have been massively overshorted. Most don't matter, because the companies suck and a ton of shares actually exist.
  • But in GameStop only 77 million shares exist. That represents a problem if that company turns the corner and becomes successful.
  • GameStop has turned the corner...and a bunch of stuff is about to get blown up. 
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How was Cohen able to purchase 10 million shares if they don’t exist?  I don't get GME but you know I'm rooting for you. 

 
2Squirrels1Nut said:
That's whom I feel sorry for.  

I guess I need to keep an eye on AMC for another short opportunity. 

ETA Meant to include @stbugs@stbugs in my quote
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Good luck. I don’t get the machinations so I’d be scared to short. When you have “believers” willing to hand over their hard earned cash and say they are fine losing it all because of the journey, that’s not rational.

 
stbugs said:
Good luck. I don’t get the machinations so I’d be scared to short. When you have “believers” willing to hand over their hard earned cash and say they are fine losing it all because of the journey, that’s not rational.
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I've been unable to traditionally short AMC, GME and DWAC through my brokerage as shares haven't been available.  If I were to build another short  position in AMC it would be via options to limit my downside because you are 100% correct with "believers". 

 
All my jankiest stonks are up huge today.  UPST, SE, BLDP, etc.  Even Draftkings is up 10%.

These last couple months that's usually been followed by a couple weeks of pain, especially in said janky stonks.

 
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FreeBaGeL said:
All my jankiest stonks are up huge today.  UPST, SE, BLDP, etc.  Even Draftkings is up 10%.

These last couple months that's usually been followed by a couple weeks of pain, especially in said janky stonks.
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No doubt.  On my end I'm getting whacked with DE, of all things.  I'm not seeing a concrete reason why it's getting hit so hard.  Still one of my diamond stocks - sitting at 18% CAGR over the last decade or so.  

 
FreeBaGeL said:
All my jankiest stonks are up huge today.  UPST, SE, BLDP, etc.  Even Draftkings is up 10%.

These last couple months that's usually been followed by a couple weeks of pain, especially in said janky stonks.
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My Roth/Trading account has become a barbell of sorts - some days the energy stocks fly (OKE, OXY, XOM, PEO, HESM, CEG) while the growth/risk-on stocks fall (GBTC, SE, TSLA, BLDP, QS), and then the next day/week it'll flip.  Guess that's the point of diversification?

 
FreeBaGeL said:
All my jankiest stonks are up huge today.  UPST, SE, BLDP, etc.  Even Draftkings is up 10%.

These last couple months that's usually been followed by a couple weeks of pain, especially in said janky stonks.
Click to expand...
It’s these kind of bounces where you can really clean up your portfolio.....even if you take some small losses instead of hanging on and them turning right back into big losses. Then year year end offset those losses with some tax harvest selling (non ira accounts). 

So anyone who has had enough with the high multiple, high PE stocks and there 30% plus losses are now 10%, 7% or lower......take this opportunity to get out of those high multiple names that may never get back to their all time highs and be non emotional about it. Sell.

Take a loss that is easy to swallow and easy to make back in higher quality names (master list cough cough). for the long run. Not every stock is a winner. It just does not work that way. 

 
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Sand said:
No doubt.  On my end I'm getting whacked with DE, of all things.  I'm not seeing a concrete reason why it's getting hit so hard.  Still one of my diamond stocks - sitting at 18% CAGR over the last decade or so.  
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We love DE.....big time. 

 
Todem said:
It’s these kind of bounces where you can really clean up your portfolio.....even if you take some small losses instead of hanging on and them turning right back into big losses. Then year yearned offset those losses with some tax harvest selling (non ira accounts). 

So anyone who has had enough with the high multiple, high PE stocks and there 30% plus losses are now 10%, 7% or lower......take this opportunity to get out of those high multiple names that may never get back to their all time highs and be non emotional about it. Sell.

Take a loss that is easy to swallow and easy to make back in higher quality names (master list cough cough). for the long run. Not every stock is a winner. It just does not work that way. 
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Thanks for the master list. Up about 8% since went in heavy about 3 weeks ago. 👍👍🥰🥰

 
nysfl2 said:
I'm not sure that I see a driver that is going to suddenly lead to a big increase in marijuana sales. Legalization is mostly behind us, everyone who waited to start smoking pot until it was legal is doing it now. What trigger is going to drive things higher?
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Product development. Beverages, etc.

Continued consumer education about THC, CBD, other cannabinoids, terpenes, etc.

 
identikit said:
BROS BROS BROS

:banned: :banned: :banned:
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I walk past one every day on my way to a from the office.  Does not matter what time of day, both drive-thru lines are packed with cars waiting to drop $7 on cold sugar caffeine drinks.  Girls in short shorts with iPads going up to car windows, giggling and keeping the lines moving.  I just smile and say 'thank you' as I stroll by.  

 
Todem said:
It’s these kind of bounces where you can really clean up your portfolio.....even if you take some small losses instead of hanging on and them turning right back into big losses. Then year year end offset those losses with some tax harvest selling (non ira accounts). 

So anyone who has had enough with the high multiple, high PE stocks and there 30% plus losses are now 10%, 7% or lower......take this opportunity to get out of those high multiple names that may never get back to their all time highs and be non emotional about it. Sell.

Take a loss that is easy to swallow and easy to make back in higher quality names (master list cough cough). for the long run. Not every stock is a winner. It just does not work that way. 
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Small losses and 30%.  Boy I wish those are where those stocks were sitting for me :P

 
General Malaise said:
Sold a bunch of losers this morning and bought 100 shares of VRTX.  For context, they are making some noise currently for a breakthrough treatment of Type 1 Diabetes and as a dad of a child with T1D, this looks really promising.  Long way to go, of course, but man, a world with a cure for T1D is one I want to cheer for.  

https://www.healthline.com/diabetesmine/vertex-type-1-diabetes-research
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General Malaise said:
Vertex Pharma beats by $0.08, beats on revs; guides FY22 revs above consensus -  upside guidance for FY22, sees FY22 product revs of $8.4-$8.6 bln vs. $8.24 bln S&P Capital IQ Consensus. Sees combined Non-GAAP R&D and SG&A expenses of $2.70-$2.75 bln. :coffee:

 

And for those with T1D or with a child with T1D.....

 
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Vertex Says VX-548 Met Primary Endpoint in Two Phase 2 Studies - -Vertex Pharmaceuticals said treatment with VX-548 met the primary endpoint in two Phase 2 proof-of-concept acute pain studies following abdominoplasty or bunionectomy surgery.  Treatment compared to placebo resulted in a rapid, statistically-significant and clinically meaningful improvement in the primary endpoint, consistent in both trials.   plans to advance VX-548 into pivotal development in acute pain the second half of 2022 following discussions with regulators.

In other words, they have Phase 2 of a successful opioid substitute and that should be a really good thing.  Stock up to $261 pre-market. LFG!

 
McBokonon said:
McBokonon said:
I think name recognition might make it a decent trading vehicle for awhile but I was just looking at $WEBR’s financials. Yuk.

I do have a Weber Performer and I use it all the time. Love it. Bought it 8 years ago and they haven’t received any new money from me since. Great product but I need some recurring revenue. Hard pass.
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Freak Show said:
I'm not great with stocks, and usually just follow good recommendations made through this forum. I noticed COOK (Traeger Grills) seems to be down right now. Is this a company to invest in? Or is there a reason to stay away?
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These were my thoughts on $WEBR when it went public. I don’t feel any differently about Traeger.
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Traeger's products have become absolute garbage.  It's been amazing to watch quality of their grills fall as quickly as it has.

 
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