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St. Louis Bob

By St. Louis Bob,
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Sand

Sand 6,150

Posted
Posted (edited)
16 minutes ago, Leeroy Jenkins said:

You guys looking at PLTR as a quick hitter or longer term hold?

Hold for a long time.  I missed a lot of the FAANG stuff because I wasn't trying to project what companies were in the technology areas that were the future.  PLTR is in a future technology area.  Might not end up being the dominant player, but it has a good shot.

Also, wanted to mention my favorite core holding, DE, is crushing it.  I'll never sell that one.

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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

-OZ-

-OZ- 8,342

Posted
Posted
3 minutes ago, Leeroy Jenkins said:

You guys looking at PLTR as a quick hitter or longer term hold?

 

2 minutes ago, Shula-holic said:

 

 

This is in the running for the best first day ownership of anything I've ever bought on a percentage basis.  Sadly, also one of the smallest holdings as I just eased a toe into it 

I'll hold, but it's literally less than 2% of that account. 

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beef

beef 3,000

Posted
Posted (edited)
24 minutes ago, stbugs said:

159? JFC, I’ve got 102 and that feels like a lot.

I'm at most half that 102 and feel like it's too many.  

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BassNBrew

BassNBrew 11,560

Posted
Posted
14 minutes ago, HaFo SaFo said:

 

Yeah once you're over 50 or so, you're basically an index fund... Just buy SPY and let them do the work for you, it'll be tough to beat their return in the long run, it's basically tracking the whole market. 

SPY didn’t do 114% last year. SPY is at 4.5% this year and I’m at 9.4% carrying 10% cash, 30 percent Amazon....my bond fund, and 1% UVXY. Why would I want to hold bad stocks when people here are posting all the good stocks?

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hooter311

hooter311 2,955

Posted
Posted

BTC just became a trillion dollar asset.

There has been some big money sitting on the sidelines waiting for this day...

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Bonfire

Bonfire 154

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Posted

Just read this on WSB:
"If you say "PLTR" 3 times in front of the mirror in the dark, Alex Karp will appear in the room and give you $100"

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BassNBrew

BassNBrew 11,560

Posted
Posted
32 minutes ago, pecorino said:

I am no expert but imho, you’re holding about ten times as many positions as you should be. Personally, I find it tough to track my holdings once I get to about 18 or 20. The idea of having 159 positions is unfathomable to me and, I suspect, against the recommendations of experts. 

 

25 minutes ago, lakerstan said:

It’s really just a high risk mutual fund.  😉

My mutual fund holdings are less than 2%. I feel like I need to be diversified for safety. 

I would rather not be holding this many stocks but I don’t want to miss out on Gems like Riot, Ballard, Butterfly, etc. If you guys were so good at identifying these guys I wouldn’t have this issue. 

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-OZ-

-OZ- 8,342

Posted
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8 minutes ago, BassNBrew said:

SPY didn’t do 114% last year. SPY is at 4.5% this year and I’m at 9.4% carrying 10% cash, 30 percent Amazon....my bond fund, and 1% UVXY. Why would I want to hold bad stocks when people here are posting all the good stocks?

CarpNCocaine is truly the 1% and will teach Cathy wood a few things.

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BassNBrew

BassNBrew 11,560

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Posted

Here’s one I might trim. Billy Beanea SPAC RBAC Was suggested by several people here. Sounds like a good story but are people in the business world going to take him seriously? Hi only hold 20 shares so this seems like a good place to start trimming. Thoughts?

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FreeBaGeL

FreeBaGeL 9,370

Posted
Posted
34 minutes ago, HaFo SaFo said:

 

Yeah once you're over 50 or so, you're basically an index fund... Just buy SPY and let them do the work for you, it'll be tough to beat their return in the long run, it's basically tracking the whole market. 

Tough to beat SPY in the long run, but exceedingly easy in the short term lately.  Obviously that bubble will burst eventually but I think the FBG index over the last 5 months or so is up like 300% alongside SPY being up 17%.

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Bob Sacamano

Bob Sacamano 10,031

Posted
Posted
1 minute ago, BassNBrew said:

Here’s one I might trim. Billy Beanea SPAC RBAC Was suggested by several people here. Sounds like a good story but are people in the business world going to take him seriously? Hi only hold 20 shares so this seems like a good place to start trimming. Thoughts?

I don't want anything to do with the celebrity SPACs, though I wouldn't be shocked if 1 hits with something. I'd much prefer to look for management teams like HAAC has.

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BassNBrew

BassNBrew 11,560

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Posted
2 minutes ago, Ridgeback said:

Jesus...UVXY. I've always had a bit as a hedge, but should have cut bait days ago. Oof. 

It hurts but if the alternative is having3x as much in cash you are better off

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⚡DEADHEAD⚡

⚡DEADHEAD⚡ 801

Posted
Posted
12 hours ago, eaganwildcats said:

This probably belongs in the penny stock thread, but I don't frequent there and $FORT caught my eye tonight. Don't think I can trade it on TD, but probably is available on fidelity. 

Market cap = ~26 million

Cash = 7.4M

Bitcoin = 163 coins at ~50K = 8M

Mining ~.15 coins / day -> ~2.8M in revenue at ~50K. Operating costs of ~1M / year. 

Q4 financials should come out soon which may help it get 'discovered'. Fundamentally, I'm not sure it's a great biz, but compared to the other miners does seem to be undervalued. 

Caveat emptor penny stocks usually don't work - do your own diligence :)

 

Not available on Fidelity.

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BassNBrew

BassNBrew 11,560

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Just now, Bob Sacamano said:

I don't want anything to do with the celebrity SPACs, though I wouldn't be shocked if 1 hits with something. I'd much prefer to look for management teams like HAAC has.

Thanks. Down to 158 holdings with $3.39 in my pocket as profit. 😂

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FreeBaGeL

FreeBaGeL 9,370

Posted
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29 minutes ago, Leeroy Jenkins said:

You guys looking at PLTR as a quick hitter or longer term hold?

I think this is a stock like a few others that is probably good for both, but if you're buying as a longer term hold there will probably be better entries because right now it is going up on pure momentum.

I would say the same about something like BLDP.  Great Todem rec, awesome $22-25 stock with huge upside in the coming years.  But right now you have to buy it in the 30's (or even 40's last week) because it got swept up as a PLUG/BLNK momentum sympathy play.

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Sand

Sand 6,150

Posted
Posted

BTW, on the Todem list EXC today has dropped a good bit and is at the bottom of it's channel.  For those looking for a good utility (3.6% yield) this might be a good entry.

Yes, it's boring.

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Ridgeback

Ridgeback 94

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Posted
4 minutes ago, BassNBrew said:

It hurts but if the alternative is having3x as much in cash you are better off

Good point. Yeah, this casino has been a fun ride. As long as we're not the last one's holding the bags when the music stops. 

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stbugs

stbugs 3,391

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8 minutes ago, beef said:

I'm at most half that 102 and feel like it's too many.  

It’s not that bad for me, but I’ve also never touched most of the stocks I’ve purchased. I probably make a few trades a week at most, mainly adding. Believe me, no way I could handle that if I was going in and out daily.

My self directed stocks are about 90% of my overall investments, so it’s not a side trading account and I don’t have lots of tiny holdings. I just rolled over my wife’s old 401k to Fidelity (up 20% in 4 weeks woohoo!) so it’s our current 401ks and IRAs/Cash accounts all at one Fidelity. It’s really nice having everything in one place, makes it way easier to manage.

I’m also up around 150% since the start of 2020 including new contributions, so I’ll stick with it until it’s not working. I’m sure %wise some folks in here with huge concentrations in baller stuff (like hooter) have me beat, but I’m really happy with the returns and the “perceived” lower risk, Lol, of 102 stocks.

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beef

beef 3,000

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15 minutes ago, Ridgeback said:

Jesus...UVXY. I've always had a bit as a hedge, but should have cut bait days ago. Oof. 

Thinking the same.  I did add a little more this morning.  Should have waited since the 7's is looking likely... 

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cosjobs

cosjobs 15,364

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24 minutes ago, hooter311 said:

BTC just became a trillion dollar asset.

There has been some big money sitting on the sidelines waiting for this day...

I hope they buy through MSTR. Its been a dog compared to MARA MOGO GBTC DMGGF RIOT

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Sand

Sand 6,150

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Posted
43 minutes ago, Capella said:

ONE HUNDRED AND FIFTY NINE???????

 

Jesus Christ!

I'm at 31 and I have a hard time selling something to buy something else. And AAPL, AMZN are about 40% of the discretionary stuff (luckily they grew to that size).

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⚡DEADHEAD⚡

⚡DEADHEAD⚡ 801

Posted
Posted
10 minutes ago, Sand said:

BTW, on the Todem list EXC today has dropped a good bit and is at the bottom of it's channel.  For those looking for a good utility (3.6% yield) this might be a good entry.

Yes, it's boring.

I have some because of Todem and I noticed that too. Might dip my toes in to see if I can get a quick hitter for a few hundred.

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hooter311

hooter311 2,955

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1 minute ago, cosjobs said:

I hope they buy through MSTR. Its been a dog compared to MARA MOGO GBTC DMGGF RIOT

Market didn't react well to them staking to buy another 900 million in btc.

 

I personally love it.  It will effectively put them in control of 1/200 of the worldwide btc supply.

The interest earning potential on that reserve alone is quite juicy imo.

 

I've been buying more. Up to about 50 shares.

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stbugs

stbugs 3,391

Posted
Posted
12 minutes ago, 2Squirrels1Nut said:

Out at $75.60

Probably a good call. The mining stocks seem way overheated. BTC up 4% and mining company up 20%+ doesn’t fully jive. I think the mining stocks are easier to buy and inflate (sort of like GME/AMC without the squeeze). I’m sticking with straight Bitcoin as I add more. I don’t have a lot yet. 

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jamny

jamny 6,596

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Posted
14 minutes ago, randall146 said:

INTV up 60% since someone, I think @Nigel, suggested it yesterday. 

In retrospect, I should have bought more than $96 worth.

Killing myself for selling at a 108% profit...lmao sold @.2191

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hooter311

hooter311 2,955

Posted
Posted
1 minute ago, stbugs said:

Probably a good call. The mining stocks seem way overheated. BTC up 4% and mining company up 20%+ doesn’t fully jive. I think the mining stocks are easier to buy and inflate (sort of like GME/AMC without the squeeze). I’m sticking with straight Bitcoin as I add more. I don’t have a lot yet. 

Miners have been using the bitcoin they mine to buy more miners.  That explains some of the exponential growth.

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