Stock Thread

[The Ref 4,438]

1 minute ago, KGB said:

Think MARA and RIOT will follow the same basic track?

Bitcoin Currently $59K 🚀

Is think it’s fair to say all of them rise and fall together

[Todem 5,426]

4 hours ago, -OZ- said:

PFE at least could be considered a stable, bond type investment with 4% yield. I'm not buying, but it's not a horrible idea.

That is the point of a stock like that. If it did nothing in price...and you simply compounded that 4% yield since 1998.....a nice, stable slice in your portfolio. 

Nothing wrong with some absolutely boring yield as part of the overall allocation. Same can be said of GSK. Price has simply done not a whole lot....but that 5 plus yield keeps a pumping along. 

Not every stock you own has to go to the moon. Yield and low volatility is part of the overall puzzle. 

[JAA 2,961]

4 hours ago, Sand said:

Just a note - PFE is at the same level it was at in 1998, dividends included.  I don't see their ability to reward shareholders changing.

Complete, utter, permanent dog.  :BnB:Even worse than Amazon:/BnB:

I know this as it was the first stock I ever bought, in 1998.  Literally.  I still have it as a reminder. 

Edited March 31 by JAA

[Freak Show 105]

49 minutes ago, Todem said:

That is the point of a stock like that. If it did nothing in price...and you simply compounded that 4% yield since 1998.....a nice, stable slice in your portfolio. 

Nothing wrong with some absolutely boring yield as part of the overall allocation. Same can be said of GSK. Price has simply done not a whole lot....but that 5 plus yield keeps a pumping along. 

Not every stock you own has to go to the moon. Yield and low volatility is part of the overall puzzle. 

Is EBS at a good price to invest in right now?

[ConstruxBoy 1,398]

14 hours ago, -OZ- said:

She's good now, a St jude's nurse submitted her for it. But she's doing incredibly now. To the point we almost felt guilty accepting. But it's now our third go to charity. 

If you're interested: https://whnt.com/news/madison/make-a-wish-and-james-clemens-team-up-to-grant-madison-girls-wish/

Didn't know you looked like you were one of the actors from Oz...

[Dr. Octopus 18,357]

BFT is now officially PSFE as of today. What's a good exit or is it a hold?

[stbugs 3,705]

Well damn, I guess my answer yesterday morning was yes stupid, buy the stocks you are looking at instead of posing a question that’s ignored.

Obviously the stocks bought would have made a minimal impact to the ones I already own but it seems like the lows of March 5th, 8th and yesterday might be the bottom of the tech/growth stock downturn. I’m sure there will likely be another retrace but there seems to be some general support at these levels.

Edited March 31 by stbugs

[Desert_Power 1,593]

23 minutes ago, stbugs said:

Well damn, I guess my answer yesterday morning was yes stupid, buy the stocks you are looking at instead of posing a question that’s ignored.

Obviously the stocks bought would have made a minimal impact to the ones I already own but it seems like the lows of March 5th, 8th and yesterday might be the bottom of the tech/growth stock downturn. I’m sure there will likely be another retrace but there seems to be some general support at these levels.

I think its going to be choppy for a while honestly.

[jamny 6,686]

28 minutes ago, stbugs said:

Well damn, I guess my answer yesterday morning was yes stupid, buy the stocks you are looking at instead of posing a question that’s ignored.

Obviously the stocks bought would have made a minimal impact to the ones I already own but it seems like the lows of March 5th, 8th and yesterday might be the bottom of the tech/growth stock downturn. I’m sure there will likely be another retrace but there seems to be some general support at these levels.

I'm not convinced yet.

[eoMMan 5,780]

17 hours ago, -OZ- said:

Almost bought into a company which donated dog treats, bed, cage, etc for my daughter's make a wish this week. Just checked in and it's up 9% AH. (Chewy / $CHWY)

We use them for our dog food/treats/toys. Great company. Freaky fast delivery and no shipping charges for orders over $50. 

[stbugs 3,705]

3 minutes ago, Desert_Power said:

I think its going to be choppy for a while honestly.

Yep. I’m on vacation Friday and next week so I may be able to watch more carefully and jump on some things.

[ConstruxBoy 1,398]

2 minutes ago, stbugs said:

Yep. I’m on vacation Friday and next week so I may be able to watch more carefully and jump on some things.

That doesn't sound like much of a vacation

[stbugs 3,705]

7 minutes ago, ConstruxBoy said:

That doesn't sound like much of a vacation

Lol. I’ll be sitting at the beach and relaxing. I won’t do too much but I’m sure I’ll have some times to keep an eye on things. It’s so damn easy with apps on your phone to make quick trades.

Also, don’t get me wrong, this is not SharkNZima type trading. That’s a job in and of itself.

Edited March 31 by stbugs

[stbugs 3,705]

31 minutes ago, jamny said:

I'm not convinced yet.

You might be right, just seems like they’ve hit some support. I’m not a chart guy just sort of a feeling and it’s now been 26 days since that March 5th dip with a few pops and drifts down and now a pop again.

[JAA 2,961]

Boring day so far ...

Question:  Should naked short selling be allowed?  If so why, if not why not?

[David Dodds 2,870]

I am buying blackberry (BB) at this level. They are the play for car tracking tech. This has 50% upside here by year's end. 

[JAA 2,961]

1 minute ago, David Dodds said:

I am buying blackberry (BB) at this level. They are the play for car tracking tech. This has 50% upside here by year's end. 

Do me a solid and buy a lot.  A LOT

[Bob Sacamano 10,384]

2 minutes ago, JAA said:

Boring day so far ...

I'll take them all like that. And a glazed doughnut. To go.

[David Dodds 2,870]

1 minute ago, JAA said:

Do me a solid and buy a lot.  A LOT

I bought 5,000 shares at 8.40

[JAA 2,961]

1 minute ago, David Dodds said:

3 minutes ago, JAA said:

Do me a solid and buy a lot.  A LOT

I bought 5,000 shares at 8.40

Yea ... about that.  Im gonna need to ask you to buy some more.  Like a lot more.  Keep buying and ill let you know when to stop.

[JAA 2,961]

FWIW - BB volume is crazy high today.  Im guessing the shorters are out.

[Desert_Power 1,593]

10 minutes ago, David Dodds said:

I am buying blackberry (BB) at this level. They are the play for car tracking tech. This has 50% upside here by year's end. 

I hadn't heard this pitch. They do seem to have an underrated cyber security business.

[David Dodds 2,870]

3 minutes ago, Desert_Power said:

I hadn't heard this pitch. They do seem to have an underrated cyber security business.

https://www.reddit.com/r/stocks/comments/li0rpg/blackberry_a_dormant_giant/

[ChiefD 20,279]

1 hour ago, stbugs said:

Lol. I’ll be sitting at the beach and relaxing. I won’t do too much but I’m sure I’ll have some times to keep an eye on things. It’s so damn easy with apps on your phone to make quick trades.

Also, don’t get me wrong, this is not SharkNZima type trading. That’s a job in and of itself.

Where ya' headed? I'll be at the beach next week too. 

[Bob Sacamano 10,384]

1 hour ago, stbugs said:

Well damn, I guess my answer yesterday morning was yes stupid, buy the stocks you are looking at instead of posing a question that’s ignored.

Are you talking about tech losing ground due to inflation? It's basically the valuation model for growth companies. If I'm growing at a steady 5%/year for the next 5-10 years, rising interest rates have less impact on my discounted future cash flows. A significant amount of the value of my company already exists in the present/near-term. 5 years out, the value of my company is barely over 1.25x.

If I'm growing at 50%/year, I'm at what - 7.5x value just 5 years out? My discount rate increasing has a disproportionate impact on the value projected on those out years, which is what most of the price of my stock is based on. Then you layer on that most growth companies aren't profitable, so lending costs theoretically increase as well, as availability of capital is decreasing.

[JAA 2,961]

10 minutes ago, Desert_Power said:

21 minutes ago, David Dodds said:

I am buying blackberry (BB) at this level. They are the play for car tracking tech. This has 50% upside here by year's end. 

I hadn't heard this pitch. They do seem to have an underrated cyber security business.

They are in China vehicles already.

[dkp993 8,120]

On 3/29/2021 at 9:01 PM, dkp993 said:

Put a limit order in for HGEN tomorrow at 22.65.  Feel like there’s still plenty of ceiling left after the positive results.  

Sorry HGEN guys.  But in fairness it should have been a big red flag to all of you when I bought some. 

[Capella 32,641]

6 minutes ago, dkp993 said:

Sorry HGEN guys.  But in fairness it should have been a big red flag to all of you when I bought some. 

Not concerned in the slightest. It’ll be going to the 40s after it gets the EUA. Bought more today cheap. 

[Capella 32,641]

Might buy more too if it keeps dipping. 

[JAA 2,961]

Didnt HGEN just dilute?

[dkp993 8,120]

5 minutes ago, Capella said:

Not concerned in the slightest. It’ll be going to the 40s after it gets the EUA. Bought more today cheap. 

🤞

[dkp993 8,120]

2 minutes ago, JAA said:

Didnt HGEN just dilute?

Yep. Today. 5million shares at 18.50

[dkp993 8,120]

15 minutes ago, Capella said:

Might buy more too if it keeps dipping. 

I did too actually.  Got more @ 18.09.  Be warned ya’ll. Lol. 

[Ridgeback 100]

23 minutes ago, dkp993 said:

Sorry HGEN guys.  But in fairness it should have been a big red flag to all of you when I bought some. 

Hold my beer. I'm in for a small position as well. My apologies to all of you.

[Capella 32,641]

Just now, dkp993 said:

I did too actually.  Got more @ 18.09.  Be warned ya’ll. Lol. 

Yea I just picked up some more at 18.28. 

[stbugs 3,705]

27 minutes ago, Bob Sacamano said:

Are you talking about tech losing ground due to inflation? It's basically the valuation model for growth companies. If I'm growing at a steady 5%/year for the next 5-10 years, rising interest rates have less impact on my discounted future cash flows. A significant amount of the value of my company already exists in the present/near-term. 5 years out, the value of my company is barely over 1.25x.

If I'm growing at 50%/year, I'm at what - 7.5x value just 5 years out? My discount rate increasing has a disproportionate impact on the value projected on those out years, which is what most of the price of my stock is based on. Then you layer on that most growth companies aren't profitable, so lending costs theoretically increase as well, as availability of capital is decreasing.

Appreciate it, but no, this time I was chastising myself for not buying a few things that are up 10%+ since yesterday morning.

[stbugs 3,705]

31 minutes ago, ChiefD said:

Where ya' headed? I'll be at the beach next week too. 

Near Tampa/St. Pete. 

[Capella 32,641]

2 minutes ago, stbugs said:

Near Tampa/St. Pete. 

👀 

[dkp993 8,120]

My non retirement portfolio now entirely consists of cydy (free rolling), hgen, and some gme.  I’m either going to end up Elon Musk rich or never have the courage to buy another stock again. 

Edited March 31 by dkp993

[Nigel 3,634]

13 minutes ago, Capella said:

Yea I just picked up some more at 18.28. 

back in HGEN @ 18.15

 

[ChiefD 20,279]

25 minutes ago, stbugs said:

Near Tampa/St. Pete. 

Sweet. We'll be in the Naples area. 

[Keerock 5,143]

3 minutes ago, ChiefD said:

Sweet. We'll be in the Naples area. 

Say Hi to my dad.  TIA

[dkp993 8,120]

9 minutes ago, ChiefD said:

Sweet. We'll be in the Naples area. 

Lived there for a year back in the mid 90’s.  🤮

[Dwayne Hoover 618]

23 minutes ago, Nigel said:

back in HGEN @ 18.15

 

I've got enough already but it's awfully tempting to buy more.  On paper it seems like the right play but I'm so perplexed on why it has been dropping that I can't justify putting any more money into it.

Would really like to see Durrant start putting himself out there more and generate some buzz about this stock.  

[-OZ- 8,624]

5 hours ago, ConstruxBoy said:

Didn't know you looked like you were one of the actors from Oz...

🤷🏽‍♂️ It's right there in my name. 

[2Squirrels1Nut 2,692]

In for HGEN at $18.15.

[ConstruxBoy 1,398]

43 minutes ago, stbugs said:

Near Tampa/St. Pete. 

That's where I wanted to go for Spring Break but I was outvoted and we're going to Destin. 

[Keerock 5,143]

Just now, ConstruxBoy said:

That's where I wanted to go for Spring Break but I was outvoted and we're going to Destin. 

Friggin' LOVE Destin... except for the crowds.

[ConstruxBoy 1,398]

1 minute ago, Keerock said:

Friggin' LOVE Destin... except for the crowds.

Yeah, I would have rather gone there some time other than Spring Break. 

 

 

[ConstruxBoy 1,398]

Also added some GSK and MPW today to get some more yield in my portfolio.