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34 minutes ago, McBokonon said:

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.

I certainly think Yahoo is going to try and go after this market more. I actually preferred their DFS platform to Draftkings, but maybe it is because I already have FF leagues there. 

Not sure what the durable moat is in this space. Maybe it's partnership with leagues/casinos and we've certainly seen that news drive the stock before.

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Posted (edited)

Guessing kala earnings report will answer why stock off 20% in the last 2 days...

Edited by stlrams
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9 minutes ago, stlrams said:

Guessing kala earnings report will answer why stock off 20% in the last 2 days...

Biotech is getting hammered everywhere. Go look at the XBI. I imagine it's just amplified for the smaller ones.

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32 minutes ago, BassNBrew said:

Just finished acquiring back all the Amazon I sold at $3600 last week.  Now will someone please take me out back and shoot me.

Congrats!

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I mean Ballard is taking it in the shorts worse because they reported, but clean energy stocks are lucky if they're down less than 10% as a whole today.

I've traded BLDP well before, here I go again.

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15 minutes ago, BassNBrew said:

Just finished acquiring back all the Amazon I sold at $3600 last week.  Now will someone please take me out back and shoot me.

I know you are a short term guy, but after reading that Seeking Alpha article on the next 20+ years for Amazon and the transition to a more dividend type stock, I plan to keep that block for a long time. 

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6 minutes ago, McBokonon said:

I mean Ballard is taking it in the shorts worse because they reported, but clean energy stocks are lucky if they're down less than 10% as a whole today.

I've traded BLDP well before, here I go again.

Good buddy SEDG also getting hammered. I bought a tiny bit more. 

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1 minute ago, stbugs said:

I know you are a short term guy, but after reading that Seeking Alpha article on the next 20+ years for Amazon and the transition to a more dividend type stock, I plan to keep that block for a long time. 

Post it!

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1 hour ago, Desert_Power said:

Good buddy SEDG also getting hammered. I bought a tiny bit more. 

I knew I should have sold some of that when it was in the $300s. I got in at $95ish so still a great return but I was going to reinvest some gains elsewhere. Then again everything I would have bought them is also down.

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Posted (edited)
6 minutes ago, BassNBrew said:

2.1% here, but it was up near 4% at one point.

Think I was 4.5% down at one point.

Edited by identikit
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Posted (edited)
On 4/5/2021 at 2:26 PM, 2Squirrels1Nut said:

I do.  Bought at $98.48 in March 2019. Up 43% not including the sweet, sweet, dividends. IMHO they are still a leader in the gaming industry, particularly sports games that continue to remain popular.

I also bought ATVI around the same time at $48.51 which is up  101% not including dividends.  Probably a better play in the gaming space.


FWIW


ETA

EA Dividend $0.68 annual

ATVI Dividend $0.47 annual

 

:towelwave:

 

Of course combined with the rest of my holdings today is like celebrating winning a dollar on a doller lotto scratcher.  Lol ;)

Edited by 2Squirrels1Nut
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4 hours ago, Desert_Power said:

I certainly think Yahoo is going to try and go after this market more. I actually preferred their DFS platform to Draftkings, but maybe it is because I already have FF leagues there. 

Not sure what the durable moat is in this space. Maybe it's partnership with leagues/casinos and we've certainly seen that news drive the stock before.

I believe you are correct.  Verizon just sold Yahoo to Apollo, a PE firm, who said they plan to capitalize on the gambling market.  I hope they don't start charging for Yahoo Finance.

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5 hours ago, McBokonon said:

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.

Im still holding my DKNG.

Still a believer long-term, at least until we're fully economically  recovered from the pandemic, 

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Posted (edited)
9 minutes ago, BassNBrew said:

Guess everyone is shell shocked from yesterday's beating.

I have a bunch of companies reporting earnings this week - just waiting for that to happen so I can add more shares assuming they’re all still going in the right direction (with the businesses). ETSY tonight, FVRR, AXON, FLGT, SQ tomorrow, DKNG Friday. Added to TER already. 

Edited by McBokonon
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24 minutes ago, McBokonon said:

I have a bunch of companies reporting earnings this week - just waiting for that to happen so I can add more shares assuming they’re all still going in the right direction (with the businesses). ETSY tonight, FVRR, AXON, FLGT, SQ tomorrow, DKNG Friday. Added to TER already. 

I have to get my taxes done LOL first. I know I owe a bunch. After that, I’ll know how much cash I’ll have available. I wish I was smarter and dumped KALA and CLOV last week when I saw a peak and didn’t know if I still wanted them or just wanted to invest in more long term stuff. KALA has earnings tonight so hopefully it’s good news. I may also clean out more of my SPAC stuff that I still have and put it all in my long term recs/stocks.

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27 minutes ago, Desert_Power said:

IPOF with a rumored acquisition of Equinox (luxury gyms + Peleton knockoff) and is down on the news. Sorry Chamath, the meme traders have all moved on to leveraged bets on tulips :lol: 

Kind of funny that Chamath spent too much time pumping GME and other meme stocks to get kudos. He didn’t realize that that would pull money from SPACs into the next hot trend.

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7 minutes ago, JB Breakfast Club said:

What to do with PTON? It's been a huge drag all quarter, and now it's taking a deep dive today ahead of earnings. I know many are long on it - is that still the case with the treadmill issues? 

They issued a recall today. I am not sure what to do long term.

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19 minutes ago, JB Breakfast Club said:

What to do with PTON? It's been a huge drag all quarter, and now it's taking a deep dive today ahead of earnings. I know many are long on it - is that still the case with the treadmill issues? 

Lesson to myself not to chase the hot stock after a big pullback trying to chase a bounce.  PTON had rich pricing to begin with and this recall will set them back years.  Norditrac also spent a ton on ads last quarter attempting to get people interested in their bike.  It amazes me how fast the fitness market gets flooded when a new trend hits.

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35 minutes ago, stbugs said:

I have to get my taxes done LOL first. I know I owe a bunch. After that, I’ll know how much cash I’ll have available. I wish I was smarter and dumped KALA and CLOV last week when I saw a peak and didn’t know if I still wanted them or just wanted to invest in more long term stuff. KALA has earnings tonight so hopefully it’s good news. I may also clean out more of my SPAC stuff that I still have and put it all in my long term recs/stocks.

KALA reported this morning. I don't know anything about them but it looks like they missed and they're down 

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1 minute ago, McBokonon said:

KALA reported this morning. I don't know anything about them but it looks like they missed and they're down 

🤦‍♂️ I didn’t see anything reported so I assumed the afternoon. Should have sold last week. Ugh, instead of asking thoughts should have just gone with the guy being up decent on CLOV/KALA last week and could have rolled it over.

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My favorite thing about the stock market is that you can crush it like amazon and Apple did, and your stock will tank. You can also report horrible earnings, and your stock will also tank.
 

Having stocks is fun and makes perfect sense. 

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8 minutes ago, Capella said:

My favorite thing about the stock market is that you can crush it like amazon and Apple did, and your stock will tank. You can also report horrible earnings, and your stock will also tank.
 

Having stocks is fun and makes perfect sense. 

DOGE is currently worth more than Coinbase.

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4 minutes ago, Capella said:

My favorite thing about the stock market is that you can crush it like amazon and Apple did, and your stock will tank. You can also report horrible earnings, and your stock will also tank.
 

Having stocks is fun and makes perfect sense. 

My only regret is that like last March, I felt like we all knew it was coming. I think it was good to not cash out then because there’s no way I’d assume that I would have pushed it all back in early enough. This time though, I definitely wish I went to cash because I felt like this would be a longer lull because we went up so much in 2020.

I do think things will recover but I’m not sure what the near term catalyst will be. I think a lot of the value stocks are overblown as well. Look at Bloomin Brands. That stock pre-pandemic was in a $17-24 channel for years because the revenue was flat for years. Now, they are doing better than when they were closed (duh), but sales overall is still not up to pre-pandemic levels and the stock is up 50-65% from pre-pandemic prices. Amazon is up about the same stock price wise from pre-pandemic but it’s business is far above where it was, not just getting back to pre-pandemic levels.

I feel like it’s going to take a bit before people start getting back to increases for a lot of the stocks we discuss in here. My 401ks have the broader market coverage but my self directed is still going to stay in the long term stocks (i.e. not BLMN or airlines, etc. but definitely AMZN). Might just trail a bit this summer.

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7 minutes ago, McBokonon said:

DOGE is currently worth more than Coinbase.

Lol. You have to wonder if things like GME and DOGE and BTC are also causing some of the housing craziness. Stocks in general have done really well, but those things have created billions, heck well over $1T in wealth in the past year.

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5 minutes ago, stbugs said:

My only regret is that like last March, I felt like we all knew it was coming. I think it was good to not cash out then because there’s no way I’d assume that I would have pushed it all back in early enough. This time though, I definitely wish I went to cash because I felt like this would be a longer lull because we went up so much in 2020.

I do think things will recover but I’m not sure what the near term catalyst will be. I think a lot of the value stocks are overblown as well. Look at Bloomin Brands. That stock pre-pandemic was in a $17-24 channel for years because the revenue was flat for years. Now, they are doing better than when they were closed (duh), but sales overall is still not up to pre-pandemic levels and the stock is up 50-65% from pre-pandemic prices. Amazon is up about the same stock price wise from pre-pandemic but it’s business is far above where it was, not just getting back to pre-pandemic levels.

I feel like it’s going to take a bit before people start getting back to increases for a lot of the stocks we discuss in here. My 401ks have the broader market coverage but my self directed is still going to stay in the long term stocks (i.e. not BLMN or airlines, etc. but definitely AMZN). Might just trail a bit this summer.

Eh I’ve had a good year before 2 days ago. It’s too much to get caught up in this day to day. I’ll end up 15-20% by December. 

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1 minute ago, Capella said:

Eh I’ve had a good year before 2 days ago. It’s too much to get caught up in this day to day. I’ll end up 15-20% by December. 

Same. I'm generally mostly invested all the time even during lulls because individual stocks still pop during market lulls. Don't wanna miss them. 

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Just now, McBokonon said:

Same. I'm generally mostly invested all the time even during lulls because individual stocks still pop during market lulls. Don't wanna miss them. 

Yea I jumped on that todem stock the other day and amazon earlier this year when it hit 2950. Added Hgen to the portfolio but other than that I’m just cruising along. 

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4 minutes ago, Angry Beavers said:

Amazing that people trade on this type of news. At the bottom (of course) of this article is a great nugget. The article basically saying that billionaires were allowing shares to be shorted so they could move money offshore in anticipation of divorce, which I assume means that Bill Gates getting divorced will now squeeze shorts.

So funny, that this nugget is buried at the end:

The latest regulatory filing by the foundation disclosed ownership stakes, as of December 31, 2020, in Amyris (NASDAQ:AMRS), Atreca(NASDAQ:BCEL), BioNTech SE (NASDAQ:BNTX), Curevac N.V. (NASDAQ:CVAC) and Vir Biotechnology Inc. (NASDAQ:VIR). However, the filing does not show any holding in GameStop shares.

So all based on a single Reddit post and their foundation doesn’t even own any GME. 

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2 minutes ago, stbugs said:

Amazing that people trade on this type of news. At the bottom (of course) of this article is a great nugget. The article basically saying that billionaires were allowing shares to be shorted so they could move money offshore in anticipation of divorce, which I assume means that Bill Gates getting divorced will now squeeze shorts.

So funny, that this nugget is buried at the end:

The latest regulatory filing by the foundation disclosed ownership stakes, as of December 31, 2020, in Amyris (NASDAQ:AMRS), Atreca(NASDAQ:BCEL), BioNTech SE (NASDAQ:BNTX), Curevac N.V. (NASDAQ:CVAC) and Vir Biotechnology Inc. (NASDAQ:VIR). However, the filing does not show any holding in GameStop shares.

So all based on a single Reddit post and their foundation doesn’t even own any GME. 

That was literally at the top of newsfeed for GME on Robinhood Mobile

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23 minutes ago, McBokonon said:
32 minutes ago, Capella said:

My favorite thing about the stock market is that you can crush it like amazon and Apple did, and your stock will tank. You can also report horrible earnings, and your stock will also tank.
 

Having stocks is fun and makes perfect sense. 

DOGE is currently worth more than Coinbase.

Best way to play earnings is to invest in something with no earnings at all ever :lol: 

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9 minutes ago, Capella said:

Eh I’ve had a good year before 2 days ago. It’s too much to get caught up in this day to day. I’ll end up 15-20% by December. 

Me not so much this year. Not horrible but trailing S&P. Most of that is more because I did make a bunch of additional purchases early in the year. 401ks are up nicely. That and Amazon jumped a bit right at the end of the year so it’s basically almost flat for the year and is my biggest holding.

I do think end of year I’ll be up closer to 10% which is fine with me based on how good last year was.

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