Stock Thread

[Bob Sacamano 10,031]

Just now, General Malaise said:

He wasn't to blame for the clusterscrew that followed.....

Just wishing I'd taken the cash and run like Kige Ramsey at the site of a breathing female. And that I'd gotten in on this instead of puckering at the mention of REE.

[rick6668 1,254]

24 minutes ago, Ridgeback said:

Thanks, good place to park over cash.

Why is this a good place for cash?

 

[General Malaise 27,570]

Just now, Bob Sacamano said:

Just wishing I'd taken the cash and run like Kige Ramsey at the site of a breathing female. And that I'd gotten in on this instead of puckering at the mention of REE.

I hear ya, GB.  

[rick6668 1,254]

1 hour ago, John Kreese said:

TGT up big on earnings.. wait..

So news looks good, why the drop?

[Bob Sacamano 10,031]

1 minute ago, General Malaise said:

I hear ya, GB.  

The intersection of U and REE imo

[Bob Sacamano 10,031]

I know what you're saying, though. Neo was very good to me.

[Bob Sacamano 10,031]

I haven't touched a new SPAC in a while. Waiting for those I own to announce a DA or get to an exit point. But I purchased more HAACW at this point. I'm trusting in this management team to do something special.

[John Kreese 75]

26 minutes ago, rick6668 said:

So news looks good, why the drop?

I'm guessing because they wouldn't issue any guidance for 2021.

[stbugs 3,391]

Just now, John Kreese said:

I'm guessing because they wouldn't issue any guidance for 2021.

Probably also the fact that it has run up a lot.

[Ridgeback 94]

5 hours ago, rick6668 said:

Why is this a good place for cash?

 

Because it really shouldn't dip below $10, or more than 1% below that, as that's the navigation price. There's always a chance for a pop for future news. 

Edited to add, but don't listen to me, as I'm the Anti-King Midas. 

Edited March 2 by Ridgeback
.

[Leeroy Jenkins 3,066]

This is kinda bull####.

[Capella 31,525]

5 minutes ago, Leeroy Jenkins said:

This is kinda bull####.

Algo manipulated market. Probably be back up again tomorrow.  

[TripItUp 4,162]

Lots of speculation on Twitter regarding SportRadar SPAC...SEAH or SRNGU among them.

 

[McBokonon 3,697]

3 minutes ago, TripItUp said:

Lots of speculation on Twitter regarding SportRadar SPAC...SEAH or SRNGU among them.

 

I hope it’s these guys, and would make sense based on DKNG/SKLZ

[TripItUp 4,162]

2 minutes ago, McBokonon said:

I hope it’s these guys, and would make sense based on DKNG/SKLZ

you and me both...have a fair amount parked with them

[David Dodds 2,753]

I am adding PTON here

[BassNBrew 11,560]

2 hours ago, rick6668 said:

So news looks good, why the drop?

Ref - TGT....this is a $TSCO moment from a couple of weeks ago.  @Todem liked TGT up to $200.  I think there's an easy 5% gain here within 2 weeks.

[KGB 465]

Buying NIO for hopefully some quick money

[jamny 6,596]

Back to just about even on SVFAU

[Desert_Power 1,064]

LOKM.U and AGAC.U added to the portfolio today. The latter has 3/4 of a warrant per unit and is trading under $10!

[jamny 6,596]

I saw it mentioned earlier, anyone in on RKT? 🚀

[rick6668 1,254]

29 minutes ago, BassNBrew said:

Ref - TGT....this is a $TSCO moment from a couple of weeks ago.  @Todem liked TGT up to $200.  I think there's an easy 5% gain here within 2 weeks.

OK, Thanks.  I actually thought this was a decent buy and got in at $175.  

[rick6668 1,254]

Sold my GME at $133.  May get back in at a lower price.

[Nigel 3,606]

19 hours ago, urbanhack said:

Anyone following rocket mortgage thing? Sounds like they are trying to short it may take off tomorrow.  Sorry don’t have more deets, but heard some details from a friend which I have now forgotten, but I’ll probably grab some right at the bell.

 

 

I think you were on to something.

[David Dodds 2,753]

9 minutes ago, rick6668 said:

Sold my GME at $133.  May get back in at a lower price.

I sold some at 129, 130, 131, 132, and 133 and already rebought all those shares plus a few more. YOLO.

[John Kreese 75]

Added some TGT at the bell. It can't be any more costly than my wife spending a few hours in their stores.

[jamny 6,596]

I actually expected the market to take a bigger hit today than it did. Encouraging that there was relatively light volume again. No real conviction in either direction. Somethings gotta give. Staying bearish short term. I think a 10% correction would be healthy right now so we can fly through the spring and summer. 

[stbugs 3,391]

6 minutes ago, jamny said:

I actually expected the market to take a bigger hit today than it did. Encouraging that there was relatively light volume again. No real conviction in either direction. Somethings gotta give. Staying bearish short term. I think a 10% correction would be healthy right now so we can fly through the spring and summer. 

I got whacked today, less than I was up yesterday but still got worse as the day went on. Funny how sometimes it just doesn’t matter how a company is doing. How ZM is down 9% on a day where they crushed their numbers is beyond me. Even when estimates were raised due to higher guidance from last quarter, they still beat them handily. They are on pace for over $3B a year revenue and even more surprising at this stage almost $1B in earnings.

[jamny 6,596]

4 minutes ago, stbugs said:

I got whacked today, less than I was up yesterday but still got worse as the day went on. Funny how sometimes it just doesn’t matter how a company is doing. How ZM is down 9% on a day where they crushed their numbers is beyond me. Even when estimates were raised due to higher guidance from last quarter, they still beat them handily. They are on pace for over $3B a year revenue and even more surprising at this stage almost $1B in earnings.

Wow, I haven't looked at ZM since last year's runup and didn't realize how much they've pulled back already.

[stbugs 3,391]

7 minutes ago, jamny said:

Wow, I haven't looked at ZM since last year's runup and didn't realize how much they've pulled back already.

I had a lot and sold 80%+ when it hit $570. Just felt too high. Amazingly, I timed the peak well. I think it hit 580ish that day but it was the peak day. Still have 20 shares in case it keeps rolling years down the road.

ETA: Also got damn lucky to jump in at $67 in October 2019.

Edited March 2 by stbugs

[kevzilla 8,011]

The whole cannabis cohort is up, except STMH. Should change the ticker to SMDH.

[FreeBaGeL 9,371]

1 hour ago, jamny said:

I saw it mentioned earlier, anyone in on RKT? 🚀

I have a good chunk of shares but I'd sold covered calls at $36 so my upside is capped. 

[-OZ- 8,342]

So... FLGT. ‽

buy more, cash out, or HODL?

[-OZ- 8,342]

19 hours ago, The General said:

As did I. Why I didn’t buy this as a long term hold back in early Jan is beyond me. 

I didn't buy because I don't like the company. Maybe I'm missing something and I get that they're the name brand, but at least where we travel, VRBO is much better for renters. I always check both, have yet to actually use Airbnb.

[-OZ- 8,342]

At least UWMC had a nice day

[metoo 413]

6 minutes ago, -OZ- said:

So... FLGT. ‽

buy more, cash out, or HODL?

Long term hold for me.

[McBokonon 3,697]

5 minutes ago, -OZ- said:

So... FLGT. ‽

buy more, cash out, or HODL?

I'm holding long term and have already trimmed plenty in the 170's and 130's so staying put now. If I didn't have a position now, I'd buy a little now and then again after earnings this week. I'm not planning on adding any more, personally, but situations vary. Market Cap is still only $2.5 Billion, lots of runway in the years ahead.

[kevzilla 8,011]

@cosjobs XL Fleet dude will be on Cramer tonight

[Buckna 1,534]

24 minutes ago, -OZ- said:

At least UWMC had a nice day

Ugh, meant to buy this Friday. Then forgot about it over the weekend. Up another 15% after hours?

[Bob Sacamano 10,031]

18 minutes ago, McBokonon said:

I'm holding long term and have already trimmed plenty in the 170's and 130's so staying put now. If I didn't have a position now, I'd buy a little now and then again after earnings this week. I'm not planning on adding any more, personally, but situations vary. Market Cap is still only $2.5 Billion, lots of runway in the years ahead.

Yeah, I'm in it for the long-haul, too, but I've basically whittled my cost down to nothing, so easy to say. They have to have a ton of resources available to them now that they wouldn't have had otherwise, along with newly-established relationships, to be able to grow the business at a rate that would have been challenging to them without this opportunity.

I don't know if I'd be buying before earnings, though. This is one of those companies, like TDOC, that I don't think it matters much what they report. They can't give an outlook that will overcome people's concerns about the company coming out of the pandemic. Especially with testing down as much as it is. But I'd definitely look at buying post-earnings. 

Hopefully I'm wrong. Just my $.02.

[McBokonon 3,697]

3 minutes ago, Bob Sacamano said:

Yeah, I'm in it for the long-haul, too, but I've basically whittled my cost down to nothing, so easy to say. They have to have a ton of resources available to them now that they wouldn't have had otherwise, along with newly-established relationships, to be able to grow the business at a rate that would have been challenging to them without this opportunity.

I don't know if I'd be buying before earnings, though. This is one of those companies, like TDOC, that I don't think it matters much what they report. They can't give an outlook that will overcome people's concerns about the company coming out of the pandemic. Especially with testing down as much as it is. But I'd definitely look at buying post-earnings. 

Hopefully I'm wrong. Just my $.02.

This is just how I tend to build positions. Buy a little before a catalyst like earnings - if it drops, I only bought a little and can average down. If it pops, I have a little skin in the game, can enjoy the ride, and average up. If the thesis changes, I can cut bait and not be impacted too much.

[Bob Sacamano 10,031]

18 minutes ago, McBokonon said:

This is just how I tend to build positions. Buy a little before a catalyst like earnings - if it drops, I only bought a little and can average down. If it pops, I have a little skin in the game, can enjoy the ride, and average up. If the thesis changes, I can cut bait and not be impacted too much.

I get it. I'm just approaching this one cautiously.

Edited March 2 by Bob Sacamano
Wine

[Ridgeback 94]

53 minutes ago, kevzilla said:

The whole cannabis cohort is up, except STMH. Should change the ticker to SMDH.

Yeah, what the hell is up with that? I sold at $1.28 a couple of weeks ago. Then bought in same day at $1.21. Doh!

[FreeBaGeL 9,371]

1 hour ago, -OZ- said:

I didn't buy because I don't like the company. Maybe I'm missing something and I get that they're the name brand, but at least where we travel, VRBO is much better for renters. I always check both, have yet to actually use Airbnb.

A lot of it is market dependent.  VRBO tends to do better in vacation rental markets like beach houses (though Airbnb still holds its own there), but Airbnb absolutely dominates in big cities and with business travelers and whatnot.

[McBokonon 3,697]

$FVRR announced a secondary so it's getting hit a little. Could be a buying opportunity but will wait and see. When a growth stock shoots up this fast, and I'm an owner, I kind of want them to do this. Especially because I assume they're just building a war chest to go shopping.

[cosjobs 15,364]

1 hour ago, kevzilla said:

@cosjobs XL Fleet dude will be on Cramer tonight

Yeah, I doubled my position early this morning. I knew it would be a pump. And it sounds really good.

[McBokonon 3,697]

Got back into $SKLZ after learning more about it. They report next week. 

Current portfolio by size (some are small just because they’re new, not necessarily ranked by conviction): SE, CRWD, AAPL, SQ, MSFT, FVRR, ETSY, AXON, DKNG, PINS, U, GDRX, FLGT, TTD, ABNB, NEE, Z, NNOX, SKLZ, DMTK, IMMR, SRNGU

Also about 10% cash.

Edited March 3 by McBokonon

[Swaymoney 66]

34 minutes ago, McBokonon said:

Got back into $SKLZ after learning more about it. They report next week. 

Current portfolio by size (some are small just because they’re new, not necessarily ranked by conviction): SE, CRWD, AAPL, SQ, MSFT, FVRR, ETSY, AXON, DKNG, PINS, U, GDRX, FLGT, TTD, ABNB, NEE, Z, NNOX, SKLZ, DMTK, IMMR, SRNGU

Also about 10% cash.

That's a good looking port!

[The General 25,025]

2 hours ago, -OZ- said:

I didn't buy because I don't like the company. Maybe I'm missing something and I get that they're the name brand, but at least where we travel, VRBO is much better for renters. I always check both, have yet to actually use Airbnb.

I like em both. I have a bit of Expedia as well (think they are VRBO).

This area seems primed to explode.

[Swaymoney 66]

2 minutes ago, The General said:

I like em both. I have a bit of Expedia as well (think they are VRBO).

This area seems primed to explode.

Without question!  Between vaccinations coming through, stim checks, people being just plain tired of Covid and being held up - travel plans, flights, vacations, Disney, cruises, etc. are going to explode!  And stocks that have anything to do with that stuff will follow suit.