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Stock Thread (20 Viewers)

OK, Been reading this thread for months, finally going to enter the fray with basically some Savings that wouldn't kill me if I lost some.  

Looking for some recommendations on some entries to start.  Really looking to learn more.  Been a 3 fund portfolio guy for a while.
Best advice I can offer is if someone suggest buying Amazon, kick them in the nads.  You'll get a better return taping the Wall Street Journal to the wall and throwing a dart.

 
I’m still in bldp, making mad coin thanks to todem.

I threw in the towel on sub Penny (soon to be a full Penny) blpg 
FYI, I think Todem said BLDP may pull back a bit a week ago or so.  Said to get out and get back in, in the 20's (I think)

 
FYI, I think Todem said BLDP may pull back a bit a week ago or so.  Said to get out and get back in, in the 20's (I think)
Not exactly. He's said several times he's in it for the long haul. But he suggested anybody who got in when he said to do so sell half their investment because it had doubled up. Which you'll find listed as 1.1 in Todem's playbook. He's a firm believer in getting your basis out when you reach a double on any/all plays, then putting that money to work elsewhere.

Additionally, expect some volatility, potential pullbacks, etc. 

 
Not exactly. He's said several times he's in it for the long haul. But he suggested anybody who got in when he said to do so sell half their investment because it had doubled up. Which you'll find listed as 1.1 in Todem's playbook. He's a firm believer in getting your basis out when you reach a double on any/all plays, then putting that money to work elsewhere.

Additionally, expect some volatility, potential pullbacks, etc. 
:goodposting:

 
FYI.

I think W S B wall street bets on Reddit is funky.  possible new mods, big boys getting in, etc.  It's never been a good place for advice, but buyer beware anything you see on there

 
I crunched the numbers on my SPAC exposures tonight. I currently own 13 different SPACs, 2 are post-merger (I started a DKNG position months post merger, so is not included). This activity started in mid-October. I have not sold any shares thus far.

Mean price per unit was at 11.51. Total return to date is 73%. LOAK (now DNMR) is the leader at 402%. Only RBAC (1%) and VSPR (3%) have lost money.
very nice

 
EURN with terrible numbers and fore-shadowing a dividend cut.  I just dumped all my tanker stock.  Probably means all will be up 5% today.

 
Still working there and not close to that age. I'll have to give them a call. Thx
At my prior job, I had a 403b through TIAA CREF and they would not let me move funds so long as I stayed in that job. After taking a new job (not for this reason), it was easy to move it to Vanguard. 

 
Is this CLOV fight real or just retaliation against Chamath?  A company named Hindenburg sounds like a short research group and looking to destroy something.  

 
Is this CLOV fight real or just retaliation against Chamath?  A company named Hindenburg sounds like a short research group and looking to destroy something.  
Probably retaliation, but who knows. What did it say?

I will add that SPACs have been great returns, wish I bought even more than I did, but they will be a short’s dream the next few years. I think way too many pre-revenue/sketchy companies are being doled out billions just because they are in hot sectors but most will fade away. I like the ones with solid backers who you’d hope were being the most selective, but again I wouldn’t be shocked if 3/4 of them end up being big losers.

 
VGAC SPAC enters into agreement with 23 and Me.   :coffee:
I used to think this was just a gimmicky company.  But they have to be the largest holders of DNA data out there, right?  Am I thinking about this company correctly and that DNA data is the real value here, not some family tree? 

One of my first jobs out of college was working for a healthcare marketing company and we'd buy data from Experian to know who was moving in and out of networks.  I can only image how valuable DNA data could be for these same healthcare networks and marketers.  

 
OK, Been reading this thread for months, finally going to enter the fray with basically some Savings that wouldn't kill me if I lost some.  

Looking for some recommendations on some entries to start.  Really looking to learn more.  Been a 3 fund portfolio guy for a while.
I'd say get some SPAK, an ETF of SPACs. Look into its primary holdings, which will give you a number of stocks to follow and start getting your feet wet and have action on it.

 
VGAC SPAC enters into agreement with 23 and Me.   :coffee:
Next trick on these SPACs that find a merger is knowing how to value the SPAC/when to get out. I feel like it's just guessing and I really dislike the reddit/qanon feeling I get from these things. 

Yesterday with VCVC I had a basis below $11 and sold in the 15's because I think the bump was more hype than substance. 

23 and Me I'm more inclined to believe in because of the long-term (probably evil) potential of DNA databases with regard to healthcare and health insurance. 

Edit to add: I've got VGAC at $12.30, whereas my VCVC was at $10.75. That could also be affecting my opinion. 

 
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I used to think this was just a gimmicky company.  But they have to be the largest holders of DNA data out there, right?  Am I thinking about this company correctly and that DNA data is the real value here, not some family tree? 

One of my first jobs out of college was working for a healthcare marketing company and we'd buy data from Experian to know who was moving in and out of networks.  I can only image how valuable DNA data could be for these same healthcare networks and marketers.  
Correct.  The DNA data is the product.

 
Not to be ungrateful but the market is up 17% since then and the FBG index is probably more like 100%.

It's hard to find a stock mentioned in this thread that's not up 31% since September.  Except AMZN, of course.
Yep. The so-called reopening trade has reduced the relative performance. Timing also matters.

 
Good morning.

Value/dividend picks today for those seeking current income, and some long term moderate growth. These stocks are highly defensive. 

MDU

EXC

VZ

GIS

GSK

PFE

LMT

These are not sexy in today's GME/AMC/SPAC/Bitcoin frenzy/roulette wheel casino market we see right now LOL.

These are real stocks, with real earnings, and real strong and growing dividends. 

Buy them with the utmost confidence for long term compounding and a defensive sleeve for your portfolio.  

Take care folks.

 
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Good thing, you've been sucking hind ### in the stock context
Can’t be worse than me. I picked a new stock I was hoping to do well and it’s been one of the only stocks I have that’s completely negative. I initially took FUBO which of course has done way better for me from 12/31. It’s only up 75% SMH. I’m sure if I didn’t switch it would have been the other way around.

Maybe I got lucky and my pick wasn’t changed. I haven’t bothered to look knowing MITK has sucked balls. Meeting expectations and not blowing them away is the kiss of death.

 
Good morning.

Value/dividend picks today for those seeking current income, and some long term moderate growth. These stocks are highly defensive. 

MDU

EXC

VZ

GIS

GSK

PFE

LMT

These are not sexy in today's GME/AMC/SPAC/Bitcoin frenzy/roulette wheel casino market we see right now LOL.

These are real stocks, with real earnings, and real strong and growing dividends. 

Buy them with the utmost confidence for long term compounding and a defensive sleeve for your portfolio.  

Take care folks.
Thanks for this. Bought PFE and VZ recently. Backed up the truck to some long-term LMT calls. This makes me feel better about my decisions.

 

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