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St. Louis Bob

By St. Louis Bob,
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stbugs

stbugs

Posted
Posted
45 minutes ago, identikit said:

Threw a chunk into NVDA a couple days ago @ $647.

Up 5+ %

Planning to hold it at least through the split.

Now, maybe longer.

 

NVDA is one of many stocks I looked at buying last March/April and wish I did, but it really seems extended at this point. Love the company, but a P/S of 20+ is a lot for a company with a $430B market cap. AMD for example is growing at a similar pace and has about half the revenue, but is worth 1/4 of NVDA. It kind of reminds me of TSLA where the price at $900 was just disconnected from the reality. NVDA just seems really rich at $700. I'm not planning to start a position now, should have back when it was much cheaper. Then again, almost everything has done awesome since March of last year.

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Todem
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Trying to time bottoms is very hard. If you believe in the company long term I feel this price is a very strong entry point long term. Set it and forget for a while. When it doubles....take your

David Dodds
David Dodds

I will make a wager. If this stock hits $420.69 before this earnings call on March 31st, I will pass out 100 FBG subscriptions to the gents in the stock thread.

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Bob Sacamano

Bob Sacamano

Posted
Posted
9 minutes ago, stbugs said:

I own a little, like a quarter share. Am I reading it correctly that the CFO acquired shares?

No, a board member received about 9k restricted shares, but he's a Finance guy and a former CFO. He couldn't move those specific shares, as they vest over the next 12-18 mos. Often times, however, you'll see those awards offset with a sale of shares already owned. Could be he's one to wait until vesting. Could be 50k shares @ $40 don't really mean much to him. It's a minor thing, but it's a thing when I'm already interested.

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BassNBrew

BassNBrew

Posted
Posted
1 hour ago, stbugs said:

I own a little, like a quarter share. Am I reading it correctly that the CFO acquired shares? I don't know the company inside and out, hence using their recs, but I do want to add. I've just been adding slower this year since some of the things I bought (aside from UPST) dipped with everything else. I probably should have known and honestly, I think I got one of the recent bottoms (5/13) right, but didn't take advantage. I am hoping for long term, don't really care that much short term, that maybe we have another dip starting today to really finish out some buys. I've created a list of some stocks that I'm thinking of selling to move money elsewhere. I feel like I have a little too much diversification.

Since, I answered your question, I'll throw out the symbols to see if any of these are things you (or anyone else) likes long term:

CLOV, IPOD, SPOT, CHWY, API, BAND, KALA, SHSP, MITK*, GWRE, MRVL (acquired IPHI), FTCH*, HQY, SPT*, LITE and ALM*

Note that most of these, I don't have a lot in and some have actually done very well for me. Since they are small shares, that's part of my thought on consolidating into full shares of other stocks I like better. I marked those with a * if they've done really well.

What do you consider a full share on a percentage basis?

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stbugs

stbugs

Posted
Posted
1 minute ago, BassNBrew said:

What do you consider a full share on a percentage basis?

I do it on a dollar basis, usually around $10k +/- $1k. I honestly don’t worry as much about overall %. I do have some stocks well above a full share. Some I’ve trimmed when they got too high and some I’ve just let run. I’ve just been thinking about cleaning up some of the smaller shares and just shoveling into my favorites. You want to have enough stocks that can grow big time or protect you but I’ve definitely got a few too many (mainly thanks to this thread).

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BassNBrew

BassNBrew

Posted
Posted

What's driving the economy???

I manage rental properties.  Last year the HOPE programs was sending us money to help people behind on right.  This year they are paying rent for people in advance.  I've had two tenants this month who have never been a day late get 3 months future rent paid and 6 months future rent paid.  Talk about a bonanza!!!

 

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Keerock

Keerock

Posted
Posted
3 minutes ago, BassNBrew said:

What's driving the economy???

I manage rental properties.  Last year the HOPE programs was sending us money to help people behind on right.  This year they are paying rent for people in advance.  I've had two tenants this month who have never been a day late get 3 months future rent paid and 6 months future rent paid.  Talk about a bonanza!!!

 

Will they pay my mortgage?

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Buckna

Buckna

Posted
Posted
10 minutes ago, BassNBrew said:

What's driving the economy???

I manage rental properties.  Last year the HOPE programs was sending us money to help people behind on right.  This year they are paying rent for people in advance.  I've had two tenants this month who have never been a day late get 3 months future rent paid and 6 months future rent paid.  Talk about a bonanza!!!

 

Bread and circuses for everyone!

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BassNBrew

BassNBrew

Posted
Posted
6 minutes ago, stbugs said:

I do it on a dollar basis, usually around $10k +/- $1k. I honestly don’t worry as much about overall %. I do have some stocks well above a full share. Some I’ve trimmed when they got too high and some I’ve just let run. I’ve just been thinking about cleaning up some of the smaller shares and just shoveling into my favorites. You want to have enough stocks that can grow big time or protect you but I’ve definitely got a few too many (mainly thanks to this thread).

So your bond fund might have 10 full shares of Amazon for example?

 

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Bob Sacamano

Bob Sacamano

Posted
Posted
4 minutes ago, Bob Sacamano said:

DOCU!!

  • Q1 Non-GAAP EPS of $0.44 beats by $0.16 (+267%YOY); GAAP EPS of -$0.04 beats by $0.15.
  • Revenue of $469.08M (+57.9% Y/Y) beats by $31.42M.
  • Billings of $527.4M vs. consensus of $463.9M for the quarter (+54% YOY)
  • Q2 Guidance: Revenue $479M to $485M (consensus $474.73M); and FY Revenue $2.03B-$2.04B (consensus $1.99B). +35-36%YOY
  • Subscription revenue +61%YOY
  • Net dollar retention rate 125%
  • Free cash flow $123m (vs. $32.8m in Q1 '20)
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JAA

JAA

Posted
Posted
4 hours ago, NajehHejan said:

Thanks JAA. In SNDL at 1.32

I wouldnt hold forever.  If it pops tomorrow, I might just take the profits then.

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Bob Sacamano

Bob Sacamano

Posted
Posted
19 minutes ago, Bob Sacamano said:
  • Q1 Non-GAAP EPS of $0.44 beats by $0.16 (+267%YOY); GAAP EPS of -$0.04 beats by $0.15.
  • Revenue of $469.08M (+57.9% Y/Y) beats by $31.42M.
  • Billings of $527.4M vs. consensus of $463.9M for the quarter (+54% YOY)
  • Q2 Guidance: Revenue $479M to $485M (consensus $474.73M); and FY Revenue $2.03B-$2.04B (consensus $1.99B). +35-36%YOY
  • Subscription revenue +61%YOY
  • Net dollar retention rate 125%
  • Free cash flow $123m (vs. $32.8m in Q1 '20)

That's 74 new large customers. 

In 1 quarter.

The one where we're supposed to be coming out of a pandemic.

And stay-at-home stocks are supposed to be dying.

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stbugs

stbugs

Posted
Posted
50 minutes ago, Bob Sacamano said:

That's 74 new large customers. 

In 1 quarter.

The one where we're supposed to be coming out of a pandemic.

And stay-at-home stocks are supposed to be dying.

MDB up nicely blowing out numbers. CRWD did nicely but not much of a pop. Sometimes you just have to be patient.

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McBokonon

McBokonon

Posted
Posted
8 minutes ago, stbugs said:

MDB up nicely blowing out numbers. CRWD did nicely but not much of a pop. Sometimes you just have to be patient.

CRWD survived the tech wreck pretty ok compared to most. Looks like it might actually be consolidating a little which is good and refreshingly normal.

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KGB

KGB

Posted
Posted
6 hours ago, identikit said:

Threw a chunk into NVDA a couple days ago @ $647.

Up 5+ %

Planning to hold it at least through the split.

Now, maybe longer.

 

My brotha!

I'm in Very big @ $624.60 :hifive: up 8.6% and holding.

I think they announce the shareholder decision to split or not today :excited:

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identikit

identikit

Posted
Posted
23 minutes ago, KGB said:

My brotha!

I'm in Very big @ $624.60 :hifive: up 8.6% and holding.

I think they announce the shareholder decision to split or not today :excited:

Wish I would have bought it when it was under $600 just a few days earlier than I did.

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Bob Sacamano

Bob Sacamano

Posted
Posted (edited)
2 hours ago, BassNBrew said:

Five more quarters like that and I might be back too even.

You'll get there.

It's possible I'm bat#### crazy, but I think 5-10x from here is doable. 

5x leaves them 20% smaller than ADBE is riiiiiiiight now. No, now.

If I'm wrong by half, we'll just have to suffer through that.

Edited by Bob Sacamano
Eta: in timelines normal investors are accustomed to. Stupid wine.
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NajehHejan

NajehHejan

Posted
Posted

@David DoddsCan I borrow your expertise to do some quick research on SNDL to see if it has true gamma squeeze potential like GME and AMC? I’m seeing stuff about 200+% short and $9 call options coming to roost etc. but I’m not versed enough to know if it’s just BS talk or real actionable ape territory. Thanks in advance!

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BassNBrew

BassNBrew

Posted
Posted
1 hour ago, Bob Sacamano said:

You'll get there.

It's possible I'm bat#### crazy, but I think 5-10x from here is doable. 

5x leaves them 20% smaller than ADBE is riiiiiiiight now. No, now.

If I'm wrong by half, we'll just have to suffer through that.

I bought on the first big dip and should have sold when it approached $300 but was reluctant because I only started with 4 shares.  Not much talk in here about it so I’ve been reluctant to DCA down and have liked the other beaten up stocks like flgt sofi square dm etc   Thanks for sharing your thoughts. 

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Bob Sacamano

Bob Sacamano

Posted
Posted
9 minutes ago, BassNBrew said:

I bought on the first big dip and should have sold when it approached $300 but was reluctant because I only started with 4 shares.  Not much talk in here about it so I’ve been reluctant to DCA down and have liked the other beaten up stocks like flgt sofi square dm etc   Thanks for sharing your thoughts. 

Full disclosure: It's my largest holding. By a decent margin. And my cost basis is in the $40s. So easy for me to be patient.

Unlike other positions, however, I've never sold a share of it, and I don't know when I will.

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NajehHejan

NajehHejan

Posted
Posted
3 minutes ago, Bob Sacamano said:

Full disclosure: It's my largest holding. By a decent margin. And my cost basis is in the $40s. So easy for me to be patient.

Unlike other positions, however, I've never sold a share of it, and I don't know when I will.

What ticker, easy to get lost here 

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KGB

KGB

Posted
Posted
2 hours ago, Bob Sacamano said:

You'll get there.

It's possible I'm bat#### crazy, but I think 5-10x from here is doable. 

5x leaves them 20% smaller than ADBE is riiiiiiiight now. No, now.

If I'm wrong by half, we'll just have to suffer through that.

What stock are you talking about?

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Harry Frogfish

Harry Frogfish

Posted
Posted
1 hour ago, Bob Sacamano said:

Full disclosure: It's my largest holding. By a decent margin. And my cost basis is in the $40s. So easy for me to be patient.

Unlike other positions, however, I've never sold a share of it, and I don't know when I will.

I'm new but I've followed this thread closely for some time now.  You have my full attention here.

I would love to hear why/where all the conviction comes from.  I like it already, just would love to learn even more about it.  You must know this space intimately and for good reason. 

Feed me.

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Bossman

Bossman

Posted
Posted
8 hours ago, Bob Sacamano said:

Full disclosure: It's my largest holding. By a decent margin. And my cost basis is in the $40s. So easy for me to be patient.

Unlike other positions, however, I've never sold a share of it, and I don't know when I will.

 

8 hours ago, NajehHejan said:

What ticker, easy to get lost here 

 

6 hours ago, Bob Sacamano said:

Sorry. DOCU

This is good ...

Because if you said SNDL we all would have pointed a finger at you and laughed

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Caveman33

Caveman33

Posted
Posted

Volume on AMC seems to have finally slowed down.  I think this is a good indicator for a drop later today.  But I don't have faith that it will crash back into the teens or lower.  The apes might keep this propped up indefinitely.  I'll probably exit with a small profit in the 30s if the opportunity presents.  ::paperhands::

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cheese

cheese

Posted
Posted
17 minutes ago, Caveman33 said:

Darn, I missed out on getting AMC Jun4 $40 puts at .20, now I'm rooting for share price to go back up to execute.

The best part about these meme stocks is that the whatever you’re waiting for them to do, they’ll do that. Still time for it to go up and down 100% a few more times. If you want it to hit 70, it probably will. If you want it to hit 10, it probably will. Maybe in the same week.

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