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Insoxicated
Love it and thanks for always offering great insight. Added 25% to my position to get my cost basis below $20.
Definitely long, just making sure I'm not missing anything
Thanks GB 
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Stock Thread (7 Viewers)
- Thread starter St. Louis Bob
- Start date
Definitely long, just making sure I'm not missing anything
Thanks GB 
JB Breakfast Club
Footballguy
I suppose we knew a pullback was coming when blowout earnings by Apple and Amazon didn't budge their prices...but this week is no fun.
The summer doldrums are hitting and expect a heavily sideways to downward trend in the market for a little while.
This is why were were selling covered calls last week aggressively.
No worries.....the effects of the global pandemic are hitting. Supply chains are really stressed, employment issues in travel and leisure as well as restaurants.....things will be bumpy for a little bit here.
Just stay invested.....let your dividends compound.....keep plowing into your 401K’s and get back to normalcy.....I can’t wait to get back into my office sometime in June and my kid getting back to live in person high school again this fall. Lot’s of positives ahead. Life is good.
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2Squirrels1Nut
Footballguy
A lot of people here seem worried the last couple of weeks.
I once made up this saying and I hope it puts your mind at ease and things in perspective.
"Buy low, sell high"
I once made up this saying and I hope it puts your mind at ease and things in perspective.
"Buy low, sell high"
Just a pet peeve of mine, but while I respect Todem's opinion very much, no, this quarter wasn't fully expected, and no, he didn't "know" this was going to be a very soft quarter (at least not this soft).
Now, it's possible this is just a blip on the way to a 10 bagger, but we shouldn't sugar coat it- this quarter was awful, and it was way worse than expected. Stocks don't drop ~20% when they report expected results.
Now, it's possible this is just a blip on the way to a 10 bagger, but we shouldn't sugar coat it- this quarter was awful, and it was way worse than expected. Stocks don't drop ~20% when they report expected results.
caustic
Footballguy
“Be greedy when others are fearful and be fearful when others are greedy. -Warren Buffet”
-caustic
2Squirrels1Nut
Footballguy
I'm guessing "know" isn't the correct word and he would agree with that. His models, as many other analyst I've read, have shown a sideways move until 4Q.
I personally think this is a small hiccup and as more cities open up stocks move higher. I disagree with stressed supply chains too. Some still are stressed but the vast majority are not.
***The markets have been a life long hobby of mine, I'm not a professional like Todem.
Wild Young Billy
A Crazy Cat
A good opportunity to get into SQ today.
Jayrok
Footballguy
Nick Vermeil
Footballguy
Anecdotal to be sure, but every aspect of my business is affected by supply chain issues. Shipping, materials, labor, you name it. Everything is restricted and I don't see it letting up until Spring 2022.
FreeBaGeL
Footballguy
Well that is news to me. Because during the March pullback all the talk was "yeah it will be a rough month, but we expect 2021 to be a very good year from Apr onwards."
Obviously no one can see the future so no worries if people were wrong on that, but "a bad year was expected all along" only became the narrative very recently, and is complete opposite of the narrative before that.
The markets will be fine long term, really unfortunately timing for me though because I have a couple real estate deals about to close and I am going to have to pull a bunch of cash out likely at a very poor time.
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identikit
Footballguy
Capella
Footballguy
2Squirrels1Nut
Footballguy
Thanks GB. I figured everything isn't worth making a squirmish out of.Pretty sure it was 2Squirrels1Nut that coined that phrase. Warren Buffet...
Nick Vermeil
Footballguy
Lowered my cost on BLDP, TLRY, RIOT. Starting to worry a bit about the TLRY, though it's treated me well over the past year.
identikit
Footballguy
It is. Not sure if he’s squeamish about starting a skirmish or if he’s just a squirrel afraid of a fight.
2Squirrels1Nut
Footballguy
I still believe this to be the case. Many of the other analysts I follow do too. FWIW GB
2Squirrels1Nut
Footballguy
It's been a long December and there's reason to believe that maybe this year will be better than the last.
They were warning about this for months.
And this will be a blip in the grand scheme of this company. Stocks like this will drop 20% as easily as they run up 100% as this did when I was talking about it.
And yes I expected a really soft quarter based on global conditions and China being really soft.....the sell off is always as exaggerated as the run ups in tech like this. So yeah 20% down is a tough pill.....and I think it is over done. Big time.
So yeah......I expected it. And I also expect the stock to turn around a lot in the future as quickly as it came down. Covid really hit this sector hard. So the comparisons to last year are simply bad. Apples and oranges.
It might be a pet peeve of yours......but this is par for the course when investing in these kinds of stocks which I warned about over and over and over.
I also understand your POV Humpback. So I get it. And I respect it.
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I am on the call......fully expected. They had internally knew this. Again....the “street” may not like it today......but again this company historically performs well in the second half of the year.
Their pipeline of Rail and Commercial Trucking.......HUGE HUGE HUGE.
Folks......I will only say it again.....this is a long term opportunity to be in Hydrogen Cell technology with a legitimate top notch company that is well managed.
I love they have 1.2BB in cash reserves. A 600% increase from the same time last year.
This will help fuel a lot more growth.
Just trying to help folks here.....Master list is where you should have most of your money in....and this play is for your speculative bucket.
Their pipeline of Rail and Commercial Trucking.......HUGE HUGE HUGE.
Folks......I will only say it again.....this is a long term opportunity to be in Hydrogen Cell technology with a legitimate top notch company that is well managed.
I love they have 1.2BB in cash reserves. A 600% increase from the same time last year.
This will help fuel a lot more growth.
Just trying to help folks here.....Master list is where you should have most of your money in....and this play is for your speculative bucket.
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Desert_Power
Footballguy
Ouch
fruity pebbles
Footballguy
ARKK back to the lows of the year. Huge underlying correction going on that the broader market is masking. Question is does it spill over?
I want everyone to also see what happened to Apple and Amazon. They reported insanely great quarters. Ridiculous actually.
And.......? Nothing. Now imagine if they came in under expectations in this frothy market. 10-12% easy drop....easy, maybe more.
This company came in a penny under expectations (6 cents loss vs 5 cents) and sells off 20%. Why? New technology, new frontier type technology and far smaller than the mega giant tech of AMZN and AAPL.
I remember when AMZN was volatile as all hell......same with AAPL.
These are the growing pains of disruptive technology stocks. So expect a lot of swings, new highs and then going back to 52 week lows before it is fully adopted and part of everyday life.
This is that kind of company. And there is zero guarantees. I could be completely off base and wrong about it.
Hey I am not trying to sell you anything here. Just stating my opinion and thoughts. This is an anonymous message board.
And.......? Nothing. Now imagine if they came in under expectations in this frothy market. 10-12% easy drop....easy, maybe more.
This company came in a penny under expectations (6 cents loss vs 5 cents) and sells off 20%. Why? New technology, new frontier type technology and far smaller than the mega giant tech of AMZN and AAPL.
I remember when AMZN was volatile as all hell......same with AAPL.
These are the growing pains of disruptive technology stocks. So expect a lot of swings, new highs and then going back to 52 week lows before it is fully adopted and part of everyday life.
This is that kind of company. And there is zero guarantees. I could be completely off base and wrong about it.
Hey I am not trying to sell you anything here. Just stating my opinion and thoughts. This is an anonymous message board.
Love it and thanks for always offering great insight. Added 25% to my position to get my cost basis below $20.
Definitely long, just making sure I'm not missing anything
Doubling up if it dips below $16
I don't know why everyone freaks out when buying opportunities come along.
steelerfan1
Footballguy
Bought some more PINS. Also bought a little bit more BLDP at 16 or so. Once FLGT gets to 16 or so I'll buy some more of that too...
This is a great call. Hydrogen Fuel Cells will dominate Ships, Trucking, Rail.....no question in their minds. Of course this is the CEO speaking but the vision is very clear for them and they are seeing orders accelerating in 2023 and beyond. I agree. Fuel Cells are the future.
Don’t be surprised to see this stock in the mid 30’s by year end with all the announcements that will happen over the course of this year.
Demand is starting to pent up as countries and companies are moving to zero carbon by 2030.
This is the class of the fuel cell sector IMO. The IP they have is second to none in the space. And the management team is on point.
Very happy with what I am hearing on this call.
20% drop still sucks.....LOL no one likes that. But this is temporary.
Call just ended.
I am out......good luck to everyone as always.
Buckle up for a rocky summer and heightened market volatility thru October. I expect the market to rally year end as the economy really ramps back as vaccination rates are expected to be much better by year end (that is the hope).
I will pop in from time to time if I see opportunity as always.
Don’t be surprised to see this stock in the mid 30’s by year end with all the announcements that will happen over the course of this year.
Demand is starting to pent up as countries and companies are moving to zero carbon by 2030.
This is the class of the fuel cell sector IMO. The IP they have is second to none in the space. And the management team is on point.
Very happy with what I am hearing on this call.
20% drop still sucks.....LOL no one likes that. But this is temporary.
Call just ended.
I am out......good luck to everyone as always.
Buckle up for a rocky summer and heightened market volatility thru October. I expect the market to rally year end as the economy really ramps back as vaccination rates are expected to be much better by year end (that is the hope).
I will pop in from time to time if I see opportunity as always.
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Desert_Power
Footballguy
I'll join the club with this note. Not sure I have anything else in the hydrogen space.
These Yellen inflation comments are way overblown. She is just jealous Powell is a much better Fed chair...
General Malaise
Footballguy
I ain't selling and if I had more than $5.43 in cash, I'd be adding. BLDP was never purchased on the basis of 'need it to be right right away' so let the weak hands deliver shares to strong and let's get some good old healthy consolidation through the warmer months.
JAA
Footballguy
McBokonon
Footballguy
Do any DKNG holders in here think online sports betting might be quickly commoditized? Losing my conviction a little. Thinking about swapping this out for a value play in my quest for balance - @BassNBrewI actually exited Z last week for FDX as part of this but I still think it's good.
2Squirrels1Nut
Footballguy
Judge Smails
Footballguy
I need to black dot Todem’s list. Can somebody post?
General Malaise
Footballguy
Well, lookie there, I found a little cash in the form or a tax refund that hit my double secret account overnight. Sent that over to TD and just bought more Alphamin Resources and Playgon on today's pullback. I don't see tin prices retracting at all and Alphamin represents 4% of the global tin production and is leveraged to higher tin prices. I see Alphamin as a cheap way to play the commodity which is currently facing backwardation. Decent and recent read on the current tin situation.
Playgon? Well, I keep on believing that online table gaming via mobile is a playable thesis. Playgon's software is elegant and their live dealers are enticing to global gamblers, especially those with a predilection to Baccarat and attractive, buxom women. Am I pig for believing that men are sheeple who are drawn to pulchritude? Yes, yes I am. Am I willing to bet that this attraction as old as the Siren's Song is a catalyst for higher stock prices? Also yes. Just need the company to make an announcement soon that serves as a catalyst to higher stock prices. I've invested in dumber stocks priced at $0.40 cents......
Playgon? Well, I keep on believing that online table gaming via mobile is a playable thesis. Playgon's software is elegant and their live dealers are enticing to global gamblers, especially those with a predilection to Baccarat and attractive, buxom women. Am I pig for believing that men are sheeple who are drawn to pulchritude? Yes, yes I am. Am I willing to bet that this attraction as old as the Siren's Song is a catalyst for higher stock prices? Also yes. Just need the company to make an announcement soon that serves as a catalyst to higher stock prices. I've invested in dumber stocks priced at $0.40 cents......
