McBokonon Posted May 10 Share Posted May 10 I might have to become a TTD owner pretty soon, holy crap. 1 Quote Link to comment Share on other sites More sharing options...
pecorino Posted May 10 Share Posted May 10 Anyone else toying with buying TTD calls for June? Seems ridiculously oversold considering that the recent report was largely positive. Quote Link to comment Share on other sites More sharing options...
2Squirrels1Nut Posted May 10 Share Posted May 10 8 minutes ago, stbugs said: Amazing that a “hack” of a pipeline causes such bumps. If I’m in oil, I’m getting “hacked” every 6 months or so. They call them hurricane warnings. 1 1 Quote Link to comment Share on other sites More sharing options...
stbugs Posted May 10 Share Posted May 10 2 minutes ago, McBokonon said: I might have to become a TTD owner pretty soon, holy crap. Unreal. I know I bought it at $150 and sold most of it, but that’s ridiculous. 25% down after beating every number including guidance and announcing a split? Honestly, it makes zero sense. It’s getting down close to the level where I was pissed I sold some because it kept running. I made my second sell over $800 so that feels good but this is crazy. It’s one thing to be down a little but 25% is completely unwarranted. P/S is about 15x mid 2020 to mid 2021/all of 2021. They are back on a high growth rate (50-60% in Q1) but even a 20-40% growth rate is solid for a high margin business. Quote Link to comment Share on other sites More sharing options...
McBokonon Posted May 10 Share Posted May 10 Just now, stbugs said: Unreal. I know I bought it at $150 and sold most of it, but that’s ridiculous. 25% down after beating every number including guidance and announcing a split? Honestly, it makes zero sense. It’s getting down close to the level where I was pissed I sold some because it kept running. I made my second sell over $800 so that feels good but this is crazy. It’s one thing to be down a little but 25% is completely unwarranted. P/S is about 15x mid 2020 to mid 2021/all of 2021. They are back on a high growth rate (50-60% in Q1) but even a 20-40% growth rate is solid for a high margin business. It makes a little more sense if you look at the chart and pretend 2020 never happened (could say the same for a lot of these, obviously.) 1 Quote Link to comment Share on other sites More sharing options...
KGB Posted May 10 Share Posted May 10 (edited) In for a ton of TTD and a start again in BLDP Edited May 10 by KGB Quote Link to comment Share on other sites More sharing options...
McBokonon Posted May 10 Share Posted May 10 Bought and sold RBLX on IPO day for a small profit and have it on the watchlist. They report today - will be interesting to see if they give guidance, I probably wouldn't if I were them. In any event, could see if they are still growing rapidly, report strong numbers, but get the #### kicked out of them anyway. Quote Link to comment Share on other sites More sharing options...
stbugs Posted May 10 Share Posted May 10 (edited) 19 minutes ago, McBokonon said: It makes a little more sense if you look at the chart and pretend 2020 never happened (could say the same for a lot of these, obviously.) Agree somewhat on the chart, it’s just a downward trend, just shocking that it went down 25% on a solid report. Normally, even a miss isn’t down that much let alone beats on everything. I don’t know enough about the programs that are in place that automatically sell based on drops, etc. but today’s action doesn’t make sense. We’ve seen the drops on earnings but nothing like 25% down on a good report. It does seem like maybe people are selling even more because as long as you bought in 2020 you likely are up and it’s been a year. I wonder if maybe we are seeing some of the capital gains tax selling we thought would happen in early April. Maybe a lot more people hopped in the market in earnest in April once they felt the worst was definitely over. They don’t want to lose the gain so any sign of news where the earnings aren't ridiculous (although we’ve seen that not pop too) people are jumping ship and people aren’t wanting to jump back in. Edited May 10 by stbugs Quote Link to comment Share on other sites More sharing options...
Dwayne Hoover Posted May 10 Share Posted May 10 Lordstown Motors, see you later. Just a huge dive. Hopefully not too many are suffering through this. This is one that I cut bait on a while back so more a relief than anything else. Quote Link to comment Share on other sites More sharing options...
Capella Posted May 10 Share Posted May 10 The Trade Desk reported revenue of $220 million in the first quarter, up 37% year over year. Shares of ad tech company tanked more than 25% on Monday love investing in Stonks Quote Link to comment Share on other sites More sharing options...
stbugs Posted May 10 Share Posted May 10 29 minutes ago, 2Squirrels1Nut said: They call them hurricane warnings. I remember being in the Outer Banks for Katrina and my BIL and I went out and filled up our gas tanks after watching the news. I don’t think there was a gas station with gas by the time we left and if there was they were charging $10 a gallon. Quote Link to comment Share on other sites More sharing options...
stbugs Posted May 10 Share Posted May 10 6 minutes ago, Dwayne Hoover said: Lordstown Motors, see you later. Just a huge dive. Hopefully not too many are suffering through this. This is one that I cut bait on a while back so more a relief than anything else. Somehow I got out of that around $29 and LAZR at $39. Seems like everything I sold late last year or this year was an amazing move. The stocks I bought in their place, not so much! Quote Link to comment Share on other sites More sharing options...
General Malaise Posted May 10 Share Posted May 10 I don't know what's gotten into Franklin Resources, but whatever it is, I love it. +42% YTD and that sweet sweet dividend. 1 Quote Link to comment Share on other sites More sharing options...
JB Breakfast Club Posted May 10 Share Posted May 10 I'd normally add more GME here, but it doesn't feel like there is the same groundswell of support like in the pre-Doge days. Quote Link to comment Share on other sites More sharing options...
Bob Sacamano Posted May 10 Share Posted May 10 2 minutes ago, JB Breakfast Club said: I'd normally add more GME here, but it doesn't feel like there is the same groundswell of support like in the pre-Doge days. The great Doge conspiracy! They're just using it to take attention from GME to screw the little guy. Don't fall for it!! 3 1 Quote Link to comment Share on other sites More sharing options...
KGB Posted May 10 Share Posted May 10 1 hour ago, KGB said: In for a ton of TTD and a start again in BLDP Sold my MUDS and all in on TTD. hoping for a quick flip tomorrow. Quote Link to comment Share on other sites More sharing options...
Nick Vermeil Posted May 10 Share Posted May 10 RIOT c'mon man! Quote Link to comment Share on other sites More sharing options...
2Squirrels1Nut Posted May 10 Share Posted May 10 54 minutes ago, Bob Sacamano said: The great Doge conspiracy! They're just using it to take attention from GME to screw the little guy. Don't fall for it!! They're doing it to us, terrier style. Quote Link to comment Share on other sites More sharing options...
2Squirrels1Nut Posted May 10 Share Posted May 10 1 hour ago, stbugs said: I remember being in the Outer Banks for Katrina and my BIL and I went out and filled up our gas tanks after watching the news. I don’t think there was a gas station with gas by the time we left and if there was they were charging $10 a gallon. Good night. Quote Link to comment Share on other sites More sharing options...
JB Breakfast Club Posted May 10 Share Posted May 10 Ethereum dipped $300 in the last hour if you've been looking for a chance to get in. Added some at $3737. Quote Link to comment Share on other sites More sharing options...
humpback Posted May 10 Share Posted May 10 2 hours ago, McBokonon said: It makes a little more sense if you look at the chart and pretend 2020 never happened (could say the same for a lot of these, obviously.) Yep. At least this one has a P/E though! Quote Link to comment Share on other sites More sharing options...
GoBirds Posted May 10 Share Posted May 10 On 3/25/2021 at 12:21 PM, TripItUp said: Have been reshuffling my portfolio. Current Holdings(non retirement account) BTC - added a lot with a basis around 52K IPOE - holding long, added more this morning MAR - Stock and Options - swing trade, reopening play ABNB - Holding Long CZR - swing trade, reopening play SI - doubled my position today 30% Cash (which I plan on spending this week) We still liking this one? Are we adding any as it gets killed daily? Quote Link to comment Share on other sites More sharing options...
General Malaise Posted May 10 Share Posted May 10 I know I pooh-poohed them earlier and personally speaking, I'd rather have a 7 day enema than go on a week-long cruise with other......people.....but with test runs coming up and a populace that is probably dying to rejoin the floating all-you-can-eat petri dishes, I have to think SOME of these stocks are interesting buy targets. Right? Or am I too late again? 1 Quote Link to comment Share on other sites More sharing options...
kevzilla Posted May 10 Share Posted May 10 1 hour ago, General Malaise said: I have to think SOME of these stocks are interesting buy targets. "Come for the norovirus, stay 'cuz you got covid" 1 Quote Link to comment Share on other sites More sharing options...
Capella Posted May 10 Share Posted May 10 1 hour ago, General Malaise said: I know I pooh-poohed them earlier and personally speaking, I'd rather have a 7 day enema than go on a week-long cruise with other......people.....but with test runs coming up and a populace that is probably dying to rejoin the floating all-you-can-eat petri dishes, I have to think SOME of these stocks are interesting buy targets. Right? Or am I too late again? Did this last year and got in and out but I don’t know...are they even going back out soon? Thought I read September was a maybe? Quote Link to comment Share on other sites More sharing options...
2Squirrels1Nut Posted May 10 Share Posted May 10 1 hour ago, General Malaise said: I know I pooh-poohed them earlier and personally speaking, I'd rather have a 7 day enema than go on a week-long cruise with other......people.....but with test runs coming up and a populace that is probably dying to rejoin the floating all-you-can-eat petri dishes, I have to think SOME of these stocks are interesting buy targets. Right? Or am I too late again? 1000000000000% this and that was my opinion per-pandemic. Quote Link to comment Share on other sites More sharing options...
stbugs Posted May 10 Share Posted May 10 (edited) 1 hour ago, General Malaise said: I know I pooh-poohed them earlier and personally speaking, I'd rather have a 7 day enema than go on a week-long cruise with other......people.....but with test runs coming up and a populace that is probably dying to rejoin the floating all-you-can-eat petri dishes, I have to think SOME of these stocks are interesting buy targets. Right? Or am I too late again? It depends on if you are just trading or going long term. I read something about one of the cruise lines recently and it basically said that you could just look at prices and think they were good plays but that the dilution and debt they added made them way more expensive than just the price. I can’t recall the exact numbers but kind of like AMC, people investing aren’t realizing that you aren’t really investing in the same company anymore. Kind of like paying $50 for a share of a company that now has 3 times the debt load hence way less actual earnings even if they get to the same revenue. Anyway, it was really interesting so if you are going long just check under the hood. I don’t think this is the article because it is from back in December but it has some numbers on dilution and debt: https://www.fool.com/investing/2020/12/07/3-reasons-cruise-line-stocks-arent-hitting-all-tim/ Dilution from 15-30% and debt up 60-100%. So likely much lower earnings per share and the other article basically calculated it out such that the current price even way off from the high was already more pricey than pre-pandemic. Again, still could be trade-able because momentum seems to be way more important today than actual revenue and earnings. Edited May 10 by stbugs Quote Link to comment Share on other sites More sharing options...
The Ref Posted May 10 Share Posted May 10 (edited) 1 hour ago, General Malaise said: I know I pooh-poohed them earlier and personally speaking, I'd rather have a 7 day enema than go on a week-long cruise with other......people.....but with test runs coming up and a populace that is probably dying to rejoin the floating all-you-can-eat petri dishes, I have to think SOME of these stocks are interesting buy targets. Right? Or am I too late again? Time to buy was a year ago, as crazy as that sounds. Some of us in here got in and out of a few stocks and CCL was def one of them. I sold the last of mine at 20 and got in as low as 12. This was a $35 stock before Covid and now it took on billions in debt just to keep the doors open. It’s $26 now. inflation aside how much more can it go? I mean sure it can go higher but is there a double here? Edited May 10 by The Ref Quote Link to comment Share on other sites More sharing options...
top dog Posted May 10 Share Posted May 10 So I just jumped into this stock world the last couple weeks. Not throwing a lot of money at it, just play money basically. Not talking life changing. Just wanted to see how I would fair. I know stocks are meant to be long term... Here is my portfolio so far. Name of stock and return since I bought them Noravax -40.11% Amazon -9.32% Humanigen -5.55% Torchlight -1.91% Dogecoin (only threw $30 on this for fun) -15.48% I really kind of suck at this so far. Quote Link to comment Share on other sites More sharing options...
The Ref Posted May 10 Share Posted May 10 The buy and hold From March of last year for our three big Stonks all did fantastic. CCL 2x Bloomin 3X MGM 3X 1 Quote Link to comment Share on other sites More sharing options...
caustic Posted May 10 Share Posted May 10 7 minutes ago, The Ref said: The buy and hold From March of last year for our three big Stonks all did fantastic. CCL 2x Bloomin 3X MGM 3X DFS was also really popular in here last spring, currently at 4.5X its pandemic lows. Traded away all my CCL/BLMN/MGM but at least I held onto that one. Quote Link to comment Share on other sites More sharing options...
Nugget Posted May 10 Share Posted May 10 I keep DCAing more into SOXL. I’m all in on semiconductor stocks for the mid term. Quote Link to comment Share on other sites More sharing options...
Chaz McNulty Posted May 10 Share Posted May 10 45 minutes ago, top dog said: So I just jumped into this stock world the last couple weeks. Not throwing a lot of money at it, just play money basically. Not talking life changing. Just wanted to see how I would fair. I know stocks are meant to be long term... Here is my portfolio so far. Name of stock and return since I bought them Noravax -40.11% Amazon -9.32% Humanigen -5.55% Torchlight -1.91% Dogecoin (only threw $30 on this for fun) -15.48% I really kind of suck at this so far. I thought you were going to get into HGEN? You would probably be even on that one. Quote Link to comment Share on other sites More sharing options...
McBokonon Posted May 10 Share Posted May 10 1 hour ago, top dog said: Humanigen -5.55% 16 minutes ago, Chaz McNulty said: I thought you were going to get into HGEN? You would probably be even on that one. 🕵️♂️ 1 Quote Link to comment Share on other sites More sharing options...
top dog Posted May 10 Share Posted May 10 22 minutes ago, Chaz McNulty said: I thought you were going to get into HGEN? You would probably be even on that one. When I saw your reply I thought "Hey! He's right! Why didn't I get in that?" I started lookinh for it then I remembered that was Humanigen. 😄 Quote Link to comment Share on other sites More sharing options...
FreeBaGeL Posted May 11 Share Posted May 11 3 hours ago, top dog said: So I just jumped into this stock world the last couple weeks. Not throwing a lot of money at it, just play money basically. Not talking life changing. Just wanted to see how I would fair. I know stocks are meant to be long term... Here is my portfolio so far. Name of stock and return since I bought them Noravax -40.11% Amazon -9.32% Humanigen -5.55% Torchlight -1.91% Dogecoin (only threw $30 on this for fun) -15.48% I really kind of suck at this so far. Most of us not fairing any better these last few weeks. -9% on the stonks in my play account over the last few weeks would probably be my top performer. 1 Quote Link to comment Share on other sites More sharing options...
BassNBrew Posted May 11 Share Posted May 11 UWMC announced a 10 cent dividend which is a 6% rate and a 300 million stock buy back. I may added some more in the AM. Quote Link to comment Share on other sites More sharing options...
stbugs Posted May 11 Share Posted May 11 (edited) 4 minutes ago, BassNBrew said: UWMC announced a 10 cent dividend which is a 6% rate and a 300 million stock buy back. I may added some more in the AM. That’s a big buyback. That’s almost 20% of the market cap I think. Never mind on the buy back. It’s not 300 million shares it’s $300 million dollars which is 2-3% of the market cap. Edited May 11 by stbugs Quote Link to comment Share on other sites More sharing options...
BassNBrew Posted May 11 Share Posted May 11 2 minutes ago, stbugs said: That’s a big buyback. That’s almost 20% of the market cap I think. If they were smart, they would buy it all back and then have some SPAC take them public again at $10 a share. 1 Quote Link to comment Share on other sites More sharing options...
stbugs Posted May 11 Share Posted May 11 1 minute ago, BassNBrew said: If they were smart, they would buy it all back and then have some SPAC take them public again at $10 a share. See my edit. You forgot the $. Also, I don’t think they have the cash to buy it all back without help. Quote Link to comment Share on other sites More sharing options...
KGB Posted May 11 Share Posted May 11 (edited) 10 hours ago, McBokonon said: I might have to become a TTD owner pretty soon, holy crap. Anyone else hop in? Or am I all alone? $493.93 here Edited May 11 by KGB 1 Quote Link to comment Share on other sites More sharing options...
Desert_Power Posted May 11 Share Posted May 11 21 minutes ago, BassNBrew said: UWMC announced a 10 cent dividend which is a 6% rate and a 300 million stock buy back. I may added some more in the AM. “While others in our industry guide towards lower volume in 2Q21, UWMC is quite the opposite,” CEO Mat Ishbia said in a statement. UWM could be one of the only mortgage companies in America that grows in a rising rate environment, he said. Also think I could probably use more. The valuation is just too attractive to me. It's not like they are going to dilute shareholders (like ex-SPACs seem to do) while they are buying back stock. Quote Link to comment Share on other sites More sharing options...
Desert_Power Posted May 11 Share Posted May 11 7 minutes ago, KGB said: Anyone else hop in? Or am I all alone? $493.93 here Not yet for me. I have a lot of names on a similar correlation. 1 Quote Link to comment Share on other sites More sharing options...
KGB Posted May 11 Share Posted May 11 just cancelled my cybertruck order. come on ford! 1 Quote Link to comment Share on other sites More sharing options...
humpback Posted May 11 Share Posted May 11 Another sea of red to start this a.m. Quote Link to comment Share on other sites More sharing options...
Capella Posted May 11 Share Posted May 11 Tesla went off a cliff. 1 Quote Link to comment Share on other sites More sharing options...
pmedina Posted May 11 Share Posted May 11 Some of these premarket prices are scary (NNOX, RIOT, BLDP...) 😩 Quote Link to comment Share on other sites More sharing options...
JB Breakfast Club Posted May 11 Share Posted May 11 Yikes. Is this a delayed pullback from the jobs report? Bloodbath. Quote Link to comment Share on other sites More sharing options...
stbugs Posted May 11 Share Posted May 11 2 minutes ago, JB Breakfast Club said: Yikes. Is this a delayed pullback from the jobs report? Bloodbath. I think this is a wave of panic selling or programs. It’s not single stocks, it’s just anything. Another round of opportunity if you want to hold long term. I’m just HODL at this point. Definitely wish I had sold back in February or at least trimmed the stock that had run up more than I did. Did interest rates hit 20% yet? It sure feels like that. I’m still not worried long term but it’s funny that some of these stocks that have ranked are continuing to put out beats and better guidance. I don’t know how much is real selling and how much is triggered programs. 1 Quote Link to comment Share on other sites More sharing options...
McBokonon Posted May 11 Share Posted May 11 NNOX announced they wouldn’t meet their 2022 shipment timeline due to the pandemic hindering a supplier. I mean, they would have been hammered no matter what because everything is but that’s why there’s a little extra. Quote Link to comment Share on other sites More sharing options...
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