Todem Posted April 1 Share Posted April 1 EBS......great price here. Ignore the noise. GREAT COMPANY. 6 2 Quote Link to comment Share on other sites More sharing options...
steelerfan1 Posted April 1 Share Posted April 1 11 hours ago, Freak Show said: The price of EBS dropped after news. The buying opportunity could be better tomorrow? https://www.baltimoresun.com/coronavirus/bs-md-emergent-biosolutions-vaccine-issue-20210331-ob3qro64srhmlko57jg4hl6nym-story.html Ouch! down to $81.62 1 Quote Link to comment Share on other sites More sharing options...
Todem Posted April 1 Share Posted April 1 1 minute ago, steelerfan1 said: Ouch! down to $81.62 BUY!!!!!!! 2 Quote Link to comment Share on other sites More sharing options...
McBokonon Posted April 1 Share Posted April 1 3 minutes ago, Todem said: EBS......great price here. Ignore the noise. GREAT COMPANY. Is it just "noise?" Seriously asking - small cap with a history of quality control problems. Quote But the company has been cited repeatedly by the Food and Drug Administration for problems such as poorly trained employees, cracked vials and mold around one of its facilities, according to records obtained by The Associated Press through the Freedom of Information Act. The records cover inspections at Emergent facilities since 2017. Quote The FDA inspected Emergent’s Bayview plant in April 2020, just as the agreement with J&J was being announced. The federal agency criticized the company for problems with its testing of a potential treatment for anthrax, according to the records obtained by the AP. The FDA’s lead investigator cited the company for failing to train employees “in the particular operations they perform as part of their function and current good manufacturing practices.”... Quote The inspection was the most recent in a series of critical reports from the FDA about Emergent, including one following a December 2017 inspection at a plant in Canton, Massachusetts, in which the FDA said the company hadn’t corrected “continued low-level mold and yeast isolates” found in the facility. Nearly a year later, agency investigators questioned why Emergent had “an unwritten policy of not conducting routine compliance audits” at a separate plant in Baltimore, known as Camden, where an anthrax vaccine is filled into vials. 2 Quote Link to comment Share on other sites More sharing options...
BassNBrew Posted April 1 Share Posted April 1 1 minute ago, Todem said: BUY!!!!!!! Done...thanks. Quote Link to comment Share on other sites More sharing options...
BassNBrew Posted April 1 Share Posted April 1 Trimmed some SE at $238 to buy EBS at $81.19. Thanks to all staying on top of this stuff. Quote Link to comment Share on other sites More sharing options...
One Posted April 1 Share Posted April 1 (edited) 1 hour ago, BassNBrew said: Trimmed some SE at $238 to buy EBS at $81.19. Thanks to all staying on top of this stuff. Added to my notebook. 😄 in for some EBS too. Edited April 1 by One Quote Link to comment Share on other sites More sharing options...
KGB Posted April 1 Share Posted April 1 12 minutes ago, Todem said: BUY!!!!!!! In! $81.76! Quote Link to comment Share on other sites More sharing options...
identikit Posted April 1 Share Posted April 1 16 minutes ago, Todem said: EBS......great price here. Ignore the noise. GREAT COMPANY. I'm in @ $82 Quote Link to comment Share on other sites More sharing options...
BassNBrew Posted April 1 Share Posted April 1 In for another 200 Cobalt Blockchain. @General Malaise Isn't this how it starts? Quote Link to comment Share on other sites More sharing options...
steelerfan1 Posted April 1 Share Posted April 1 12 minutes ago, Todem said: BUY!!!!!!! have a full position at $116 or so... 1 Quote Link to comment Share on other sites More sharing options...
David Dodds Posted April 1 Share Posted April 1 (edited) This looks to be a great day for my holdings. Out of Blackberry and back into AMC at this discount. Adding GME at the discount. Edited April 1 by David Dodds Quote Link to comment Share on other sites More sharing options...
rick6668 Posted April 1 Share Posted April 1 8 minutes ago, Todem said: BUY!!!!!!! Doubled my position at 81.30 Quote Link to comment Share on other sites More sharing options...
urbanhack Posted April 1 Share Posted April 1 18 hours ago, urbanhack said: Anyone on the Voyager train? VYGVF https://www.investopedia.com/voyager-an-exclusive-first-look-at-the-cryptocurrency-trading-app-4580072 https://www.prnewswire.com/news-releases/voyager-digital-purchases-oakland-as-bitcoin-suite-301260657.html Quote Link to comment Share on other sites More sharing options...
rick6668 Posted April 1 Share Posted April 1 On 3/29/2021 at 11:55 AM, rick6668 said: Doubled my positions in QS and BLDP. Holding long term. In Todem I trust. This was quite the turnaround on these this quickly. 4 Quote Link to comment Share on other sites More sharing options...
stbugs Posted April 1 Share Posted April 1 Great day but a little bittersweet. Feel like I missed some good buy points but honestly, the cash I would have spent (never planned to go to zero cash) was only around 3-4% of my entire portfolio so I’ll take an almost 3% overall up day and not worry about the 0.1 to 0.2% gain I missed. The market has still been bouncing so much that I wouldn’t be shocked to see it retreat a bit anyway. Quote Link to comment Share on other sites More sharing options...
pecorino Posted April 1 Share Posted April 1 18 minutes ago, KGB said: In! $81.76! In EBS with two $50 calls for May at $32.50 per. I'll go with some leverage on this one even though I know todem pegs it as a long term play. I'm counting on this being an anomalous event with a quick recovery. 3 Quote Link to comment Share on other sites More sharing options...
Keerock Posted April 1 Share Posted April 1 Literally every stock in my portfolio and on my watchlists are green. Can't say I've ever seen that before. 2 Quote Link to comment Share on other sites More sharing options...
Keerock Posted April 1 Share Posted April 1 @Todem $QS up nicely on news. 1 Quote Link to comment Share on other sites More sharing options...
jamny Posted April 1 Share Posted April 1 6 minutes ago, stbugs said: Great day but a little bittersweet. Feel like I missed some good buy points but honestly, the cash I would have spent (never planned to go to zero cash) was only around 3-4% of my entire portfolio so I’ll take an almost 3% overall up day and not worry about the 0.1 to 0.2% gain I missed. The market has still been bouncing so much that I wouldn’t be shocked to see it retreat a bit anyway. Kinda pivotal day for me. If S&P can hold 4 and the Dow 33, I'll be feeling confident. Even the Naz nearing the monthly highs should be interesting to watch. Hopefully today stays up where it is or higher. Quote Link to comment Share on other sites More sharing options...
Steeler Posted April 1 Share Posted April 1 14 minutes ago, pecorino said: In EBS with two $50 calls for May at $32.50 per. I'll go with some leverage on this one even though I know todem pegs it as a long term play. I'm counting on this being an anomalous event with a quick recovery. I can't see these on yahoo finance to figure out what you did I think you sold 2 calls with 50 strike price and someone bought them for $650 - yes? Quote Link to comment Share on other sites More sharing options...
BassNBrew Posted April 1 Share Posted April 1 15 minutes ago, Keerock said: Literally every stock in my portfolio and on my watchlists are green. Can't say I've ever seen that before. You obviously don't only 2 dozen SPACs or TZA. 2 2 Quote Link to comment Share on other sites More sharing options...
BassNBrew Posted April 1 Share Posted April 1 Trimming 15% of my UUUU on the nice pop today. Quote Link to comment Share on other sites More sharing options...
eaganwildcats Posted April 1 Share Posted April 1 21 hours ago, JAA said: Still feeling good about $PLGNF? Feel fine about it. Not buying more nor am I selling. Seems like they are keeping the momentum going, but it's still super early. Just have it stashed and am not really worrying about it. Quote Link to comment Share on other sites More sharing options...
KGB Posted April 1 Share Posted April 1 (edited) Out of RIOT up 9% Adding some more EBS @$79.95 Edited April 1 by KGB 1 Quote Link to comment Share on other sites More sharing options...
Nigel Posted April 1 Share Posted April 1 15 minutes ago, BassNBrew said: Trimming 15% of my UUUU on the nice pop today. trimmed 20% of mine and moved it to EBS 1 Quote Link to comment Share on other sites More sharing options...
David Dodds Posted April 1 Share Posted April 1 In for some EBS too 3 Quote Link to comment Share on other sites More sharing options...
Angry Beavers Posted April 1 Share Posted April 1 added to my funko position as well 1 Quote Link to comment Share on other sites More sharing options...
Todem Posted April 1 Share Posted April 1 EBS QS BLDP These are the most speculative positions in my portfolio. So don’t fret with the gyrations. All are long term plays for me. I am doing some heavy research on another emerging sector and will eventually let you guys know what I am doing in the space of "Crisper" Bio Technology. Basically there are 6 big players here. So I am doing my due diligence on all of them. My plan is to create a 6 position ETF per say and weight them accordingly based on my conviction in each. Stay tuned. 17 1 5 Quote Link to comment Share on other sites More sharing options...
Todem Posted April 1 Share Posted April 1 (edited) 1 hour ago, McBokonon said: Is it just "noise?" Seriously asking - small cap with a history of quality control problems. I will preface this with "I am not trying to be snarky in any way (with text you can’t hear my tone)" When I say noise.....I mean that. BA had all kinds of noise back in March 2020 The stock was behaving like no one will ever buy a plane from them again and they will go under. I pounded the table about buying in the low 100’s even screaming about it when it was around 100 a share at one brief moment. Fast forward to today. There was a ton of noise. Legit concerns.....just like now on EBS. But when I have conviction.....I make the big boy decisions to buy when people are running for the hills. That is conviction. It is how I have always been with stocks. Most of the time.....I have won. Do we lose a few? Of course. But that is how it goes. No one can bat 1000. I am not advocating dropping in 50% of your portfolio in this stock. Hell you should never be more than 5% weighted in any one company in my opinion. 10% max for the highest risk tolerance.....and that is really pushing it IMO. So yes. EBS BUY BUY BUY BUY Block out the noise and go long. Edited April 1 by Todem 7 Quote Link to comment Share on other sites More sharing options...
caustic Posted April 1 Share Posted April 1 Jumped on the EBS train @ 79.95. Almost bought some yesterday, glad I waited. 2 Quote Link to comment Share on other sites More sharing options...
pecorino Posted April 1 Share Posted April 1 41 minutes ago, Steeler said: I can't see these on yahoo finance to figure out what you did I think you sold 2 calls with 50 strike price and someone bought them for $650 - yes? I bought two EBS calls for May with a strike price of $50 and paid $32.50 (or $3250) each for them. That gets me the equivalent of 200 shares but ponying up only $6500 for them. Since the stock is trading around $80, had I bought $6500 worth of stock, it would amount to about 80 shares, not 200, so I've got about 2.5X leverage. In other words, if it drops eight more points (or another 10%), it's going to ding me at least 25% but if it goes up eight points then I'd get more like 25% of a gain. I see that it is down to $79 and may pull the trigger on one more call if they're cheaper yet. 2 1 Quote Link to comment Share on other sites More sharing options...
pecorino Posted April 1 Share Posted April 1 19 minutes ago, Angry Beavers said: added to my funko position as well Trimmed mine... 2 Quote Link to comment Share on other sites More sharing options...
nysfl2 Posted April 1 Share Posted April 1 Grabbed some EBS at $80 1 Quote Link to comment Share on other sites More sharing options...
BassNBrew Posted April 1 Share Posted April 1 25 minutes ago, Todem said: EBS QS BLDP These are the most speculative positions in my portfolio. So don’t fret with the gyrations. All are long term plays for me. I am doing some heavy research on another emerging sector and will eventually let you guys know what I am doing in the space of "Crisper" Bio Technology. Basically there are 6 big players here. So I am doing my due diligence on all of them. My plan is to create a 6 position ETF per say and weight them accordingly based on my conviction in each. Stay tuned. Todem Woods 1 Quote Link to comment Share on other sites More sharing options...
pecorino Posted April 1 Share Posted April 1 29 minutes ago, Todem said: EBS QS BLDP These are the most speculative positions in my portfolio. So don’t fret with the gyrations. All are long term plays for me. I am doing some heavy research on another emerging sector and will eventually let you guys know what I am doing in the space of "Crisper" Bio Technology. Basically there are 6 big players here. So I am doing my due diligence on all of them. My plan is to create a 6 position ETF per say and weight them accordingly based on my conviction in each. Stay tuned. Great post. Question: Do you know PRIM at all? Looking at it as a long term infrastructure play. Seems reasonably priced. Quote Link to comment Share on other sites More sharing options...
Freak Show Posted April 1 Share Posted April 1 25 minutes ago, Todem said: No one can bat 1000. You haven't missed much in the last year on this forum! 1 Quote Link to comment Share on other sites More sharing options...
Bob Sacamano Posted April 1 Share Posted April 1 So, does EBS basically boil down to the US isn't going to stop buying Anthrax vaccines? Because the re-evaluation of the national stockpile and the prospect of cutting back the amount we're buying would concern me more than the QC stuff. 1 2 Quote Link to comment Share on other sites More sharing options...
Steeler Posted April 1 Share Posted April 1 38 minutes ago, pecorino said: I bought two EBS calls for May with a strike price of $50 and paid $32.50 (or $3250) each for them. That gets me the equivalent of 200 shares but ponying up only $6500 for them. Since the stock is trading around $80, had I bought $6500 worth of stock, it would amount to about 80 shares, not 200, so I've got about 2.5X leverage. In other words, if it drops eight more points (or another 10%), it's going to ding me at least 25% but if it goes up eight points then I'd get more like 25% of a gain. I see that it is down to $79 and may pull the trigger on one more call if they're cheaper yet. When did you buy these? Quote Link to comment Share on other sites More sharing options...
-OZ- Posted April 1 Share Posted April 1 19 hours ago, BassNBrew said: Sold the Kala I picked up two days ago for a 5% gain and the SE for a 10% gain. Also trimmed Mara earlier. Adding back the Kroger I sold yesterday $2 a share lower. 🤔 Does not compute 1 Quote Link to comment Share on other sites More sharing options...
urbanhack Posted April 1 Share Posted April 1 4 minutes ago, Bob Sacamano said: So, does EBS basically boil down to the US isn't going to stop buying Anthrax vaccines? Because the re-evaluation of the national stockpile and the prospect of cutting back the amount we're buying would concern me more than the QC stuff. Happy birthday brohans. 2 Quote Link to comment Share on other sites More sharing options...
Bob Sacamano Posted April 1 Share Posted April 1 3 minutes ago, urbanhack said: Happy birthday brohans. lol thx Quote Link to comment Share on other sites More sharing options...
Ridgeback Posted April 1 Share Posted April 1 UVXY so tempting as a hedge here. Must...fight...the...urge. Quote Link to comment Share on other sites More sharing options...
Bob Sacamano Posted April 1 Share Posted April 1 PLTR *gasp* The CEO sold shares! "Karp has 60.9 million stock options granted in 2009 with strike prices of 10.3 cents that will expire on Dec. 3, and another 8 million options granted in 2011 with a strike price of 85 cents that also expire Dec. 3. Exercising those options will cost Karp $12.8 million. In return, he will receive stock worth $1.6 billion. That will create a mammoth tax bill and Karp is likely to sell a substantial portion of those shares this year to cover the liability." 1 Quote Link to comment Share on other sites More sharing options...
steelerfan1 Posted April 1 Share Posted April 1 1 hour ago, Todem said: I will preface this with "I am not trying to be snarky in any way (with text you can’t hear my tone)" When I say noise.....I mean that. BA had all kinds of noise back in March 2020 The stock was behaving like no one will ever buy a plane from them again and they will go under. I pounded the table about buying in the low 100’s even screaming about it when it was around 100 a share at one brief moment. Fast forward to today. There was a ton of noise. Legit concerns.....just like now on EBS. But when I have conviction.....I make the big boy decisions to buy when people are running for the hills. That is conviction. It is how I have always been with stocks. Most of the time.....I have won. Do we lose a few? Of course. But that is how it goes. No one can bat 1000. I am not advocating dropping in 50% of your portfolio in this stock. Hell you should never be more than 5% weighted in any one company in my opinion. 10% max for the highest risk tolerance.....and that is really pushing it IMO. So yes. EBS BUY BUY BUY BUY Block out the noise and go long. FOMO made me buy a tad more. I will hope we who are in the "This too shall pass" group are correct. Quote Link to comment Share on other sites More sharing options...
Nick Vermeil Posted April 1 Share Posted April 1 DMEHF up near 10% on huge volume. 1 Quote Link to comment Share on other sites More sharing options...
⚡DEADHEAD⚡ Posted April 1 Share Posted April 1 The SA article on PLTR today is pretty good. I'm a bit of a fanboy so take with grain of salt. 1 Quote Link to comment Share on other sites More sharing options...
pecorino Posted April 1 Share Posted April 1 41 minutes ago, Steeler said: When did you buy these? 10:09AM. If you look on Yahoo Finance for the EBS calls, you will see them. I errantly wrote "May" in my original post but they are the September calls with $50 strike price. Sorry for the typo. Volume should be two as I am the only buyer at this point and the precise sale price was $32.47. I may buy one more, they seem like a good deal today. 1 1 Quote Link to comment Share on other sites More sharing options...
Judge Smails Posted April 1 Share Posted April 1 Might have to create the TODEM index fund with a percentage of my portfolio. Would you mind listing your long holdings again? 1 Quote Link to comment Share on other sites More sharing options...
stbugs Posted April 1 Share Posted April 1 3 minutes ago, ⚡DEADHEAD⚡ said: The SA article on PLTR today is pretty good. I'm a bit of a fanboy so take with grain of salt. It’s only for premium members. Is there a cliff notes version of what it said? Quote Link to comment Share on other sites More sharing options...
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