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St. Louis Bob

By St. Louis Bob,
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KGB

KGB 465

Posted
Posted
26 minutes ago, rick6668 said:

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.

 

DIS

EBS

are 2 picks im in from Todem.

IF you are looking for riskier, I would just follow when/what people are buying.  but some are more dangerous.  

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Todem

Trying to time bottoms is very hard. If you believe in the company long term I feel this price is a very strong entry point long term. Set it and forget for a while. When it doubles....take your

David Dodds

I will make a wager. If this stock hits $420.69 before this earnings call on March 31st, I will pass out 100 FBG subscriptions to the gents in the stock thread.

Studs & Duds

sponks

BassNBrew

BassNBrew 11,559

Posted
Posted
31 minutes ago, rick6668 said:

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.

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BassNBrew

BassNBrew 11,559

Posted
Posted
Just now, BassNBrew said:

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.

ETA - *Really hard.

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KGB

KGB 465

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2 minutes ago, NajehHejan said:

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)

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Sideshow Bob

Sideshow Bob 869

Posted
Posted
12 minutes ago, KGB said:

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. 

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KGB

KGB 465

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3 minutes ago, Sideshow Bob said:

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:

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KGB

KGB 465

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Posted

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

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FreeBaGeL

FreeBaGeL 9,367

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4 hours ago, Desert_Power said:

I also looked at Motley Fool stocks I have bought since Sept. That average return is 31% on 31 different securities

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.

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cosjobs

cosjobs 15,364

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11 hours ago, Desert_Power said:

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

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pecorino

pecorino 2,204

Posted
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10 hours ago, Swaymoney said:

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. 

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beef

beef 3,000

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Posted

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.  

 

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stbugs

stbugs 3,390

Posted
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6 minutes ago, beef said:

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.

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beef

beef 3,000

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31 minutes ago, TripItUp said:

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.  

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cosjobs

cosjobs 15,364

Posted
Posted
10 hours ago, rick6668 said:

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.

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randall146

randall146 4,592

Posted
Posted (edited)
51 minutes ago, TripItUp said:

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. 

Edited by randall146
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CR69

CR69 1,516

Posted
Posted
3 minutes ago, The Man With No Name said:

Got in at $11.57

Average price for me is $11.36. This isn't the kind of merger I thought we'd get but I think it's good news?

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beef

beef 3,000

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6 minutes ago, cosjobs said:

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.

@rick6668 Also SPCX and SPXZ and there are enough SPACs out there for each of these ETFs to be a little different.  SPXZ seems to hold more companies that have merged and changed tickers already.  I'm in SPCX. 

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Leeroy Jenkins

Leeroy Jenkins 3,063

Posted
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20 minutes ago, beef said:

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.

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Desert_Power

Desert_Power 1,063

Posted
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7 hours ago, FreeBaGeL said:

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.

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Sideshow Bob

Sideshow Bob 869

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1 hour ago, BassNBrew said:

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.

Yeah, I'm planning to exit, too. Though you have to wonder how far they can fall when they're already 25% below book.

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Todem

Todem 5,175

Posted
Posted (edited)

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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stbugs

stbugs 3,390

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Posted
22 minutes ago, kevzilla said:

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.

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pecorino

pecorino 2,204

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Posted
3 minutes ago, Todem said:

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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beef

beef 3,000

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Posted
17 minutes ago, cosjobs said:

wish they had  a VAGC company. 

Every time I see the Baj commercial I think he's saying vag.  "Book a vag, and when you land there's always someone waiting for you!"

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kevzilla

kevzilla 8,008

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Posted
6 minutes ago, stbugs said:

Can’t be worse than me.

You and cos have played tag with last place lately :boxing:

I'm a little salty to be in third place at 102%. But yeah, as a group we're killing it.

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