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Stock Thread (14 Viewers)
- Thread starter St. Louis Bob
- Start date
McBokonon
Footballguy
2Squirrels1Nut
Footballguy
Wow, I owned it in the sixes and sevens but just traded it, never owned it for more than a week or two. What's the scoop?
sold about 10% of my SE at $305 this morning. Not a bad quick $45 gain per share. 
Bob Sacamano
Footballguy
MELI
Bob Sacamano
Footballguy
I know some people followed me there, so FYI:
I'm kicking around the idea of exiting WPC. And possibly SPG.
I'm more likely to leave WPC than SPG at this point, as SPG knows what's going on and still just increased guidance for the year. But if Delta variant starts to see people back in their homes more than going out, I'd think the headline fear alone is enough to see them retreating. I'm up 17% and 66% + dividends respectively. I can live with those takes from REITS in 7+ months.
I'm kicking around the idea of exiting WPC. And possibly SPG.
I'm more likely to leave WPC than SPG at this point, as SPG knows what's going on and still just increased guidance for the year. But if Delta variant starts to see people back in their homes more than going out, I'd think the headline fear alone is enough to see them retreating. I'm up 17% and 66% + dividends respectively. I can live with those takes from REITS in 7+ months.
2Squirrels1Nut
Footballguy
Pretty good calls.
Just doubled up on EXAS, it has been lagging. Still, the legitimate prospect of a blood test to detect cancer is something we all hope comes to fruition.
ETA
Was really just looking for when I mentioned EXAS,not humble bragging. At least not this time.
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identikit
Footballguy
I am!
Just woke up and (of course) checked my stocks first thing.
Up 73% today!
Thanks gb!
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McBokonon
Footballguy
If he doesn’t know what SE is then you need a new CFPCoincidentally, I had a free consult with a CFP yesterday. He looked at my holdings and asked "what's this SE? it's your largest holding..."
JB Breakfast Club
Footballguy
RVLV now down 20%. I'm so confused. ANTM down 5% seemingly out of nowhere. So much for August being a quiet month.
Bob Sacamano
Footballguy
SQ ATH on heavy volume is a nice continuation of the Monday pop.
McBokonon
Footballguy
Bob Sacamano
Footballguy
-OZ-
Footballguy
I don't need a CFP
I wanted a second set of eyes. The only things he really suggested was to increase my midcap and international funds. For midcap, VBR actually works well. I've been using AVUV but that is more true small cap while VBR has like 40% mid. I don't think his equivalent to the TSP S fund is accurate as the S fund contains a more mid cap than the equivalent he was using (it's a completion fund, everything in the Wilshire 5000 except what's in the S&P 500, ergo includes midcap).
it was worth having the conversation but I wouldn't hire him. And he didn't even ask.
Leeroy Jenkins
Footballguy
The dogs of my portfolio are nearly 100% what was recommended by Motley Fool That free subscription through American Express has not been free AT ALL.
McBokonon
Footballguy
They do a lot of growth so I imagine you started your subscription over the last 3-6 months or so (or stocks like Sam Adams more recently that got shelled)? Growth across the board got hammered pretty often in that window. Don't ignore their 3-5 year time horizon mantra. Their calls are not for people who don't like wild swings.
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Disappointing earnings report
https://www.thehour.com/business/article/Kala-Pharma-Q2-Earnings-Snapshot-16365896.php
2Squirrels1Nut
Footballguy
I mentioned to someone a while back to be careful with MF. They and Seeking Alpha are trash, B.
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Desert_Power
Footballguy
It has been a while since I have updated my tracker, but a lot of these stocks were beat up in the first half of the year.
It is very concentrated into high growth tech names that are pretty volatile. I'll probably renew, but I feel like a lot of the content from them I most enjoy are the podcasts and those are free.
Agreed, I am not a big MF fan because of their constant advertising/sales hits but I signed up for a free subscription as well thru AMEX. Everything they’ve recommended so far has been about 90% tech/growth and that has been seeing “market rotation” for a while now. I haven’t actually bought any of their rec’s yet since I signed up.
McBokonon
Footballguy
I don't want to get into a whole thing but...SA can definitely be trash because it's just basically retail investors submitting articles. Some are good, some are bad. I tried their premium service free trial and it wasn't really any different than that. Didn't find the actual SA produced content (as opposed to user submitted content, which is the bulk of what SA is) like quant ratings to be much better.
Full Disclosure: I do a very small amount of contract work for the Motley Fool and part of that comes with getting access to everything they offer. I also am part of the employee Slack, etc. I'm no shill or anything but I have seen them from all sides as a result.
Marketing: Annoying - they know it, I know it, the whole world knows it. But it must work so they keep doing it.
The Free Articles - a lot of people confuse these with being official MF picks. They're not. They are often written by staffers, many of them contractors, but ultimately are just one person's opinion. I'd put as much faith into them as an SA article - some contributors are better than others.
The Paid Services - The complaints come from people who sign up, buy a few stocks, and then the stocks go down. If you don't actually do what they recommend over and over and over again - which is buy 25 stocks, minimum, possibly using a DCA method, and then hold for 3-5-10 years, you shouldn't sign up. Most people in this thread have time horizons that last weeks or months at best. Most people in this thread should absolutely not use MF services because they will fail. Their selections are risky, volatile, and their goal is to hit 2-3 ten baggers that more than make up for the losers. Their track record, if you invest how they guide you, is really good and well-documented.
I don't actually follow their guidance completely myself - I do think their overall philosophy on investing is sound, though. I have a long time horizon, so volatility doesn't bother me. I track the company more than I track the stock, which is ideal. I keep some money aside for short-term trades because I'm a degenerate, but mostly I buy for the long haul.
So, I disagree they are "trash" based on empirical data that contradicts this - but they are definitely not for everyone and definitely not for most that post here.
Dwayne Hoover
Footballguy
Slower than expected sales after Eysuvis product launch. It's not dead but near term things don't look that good.
I'm holding all my shares at this point. I do anticipate it could be a while before any good progress. I was anticipating second half of year things would ramp up but seems to be moving slower than that
Analysts still seems to like the product and the company is definitely a buyout candidate
McBokonon
Footballguy
$AXON crushed it.
International revenue up 60% y/y and they're just starting out there. Overall revenue up 55% and gross margin grew to 63%.
"Quarterly Adjusted EBITDA grew 83% year over year to $51 million, representing a 23.4% margin on revenue and highlighting our ability to demonstrate leverage while also investing to scale"
Beat all analyst expectations, raised guidance, and they have no debt.
International revenue up 60% y/y and they're just starting out there. Overall revenue up 55% and gross margin grew to 63%.
"Quarterly Adjusted EBITDA grew 83% year over year to $51 million, representing a 23.4% margin on revenue and highlighting our ability to demonstrate leverage while also investing to scale"
Beat all analyst expectations, raised guidance, and they have no debt.
2Squirrels1Nut
Footballguy
KGB
Footballguy
Wish I knew. They smashed it like I thought. I'm still holding and we'll see tomorrow. I'm down bigly
-OZ-
Footballguy
No complaints here. Slightly better than the DOW, almost 1% overall. Of course this is largely due to small cap which is down slightly for August.
Remember, 1% better every day is 3800% for the year.
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Steeler
Footballguy
2Squirrels1Nut
Footballguy
Canopy Growth (CGC) – The Canadian cannabis producer’s shares rose 1.9% premarket after it posted an unexpected quarterly profit on rising marijuana demand and cost cuts. The gain comes even as revenue falls short of Wall Street forecasts
DraftKings (DKNG) – The sports betting company’s stock jumped 3.5% premarket after it reported better-than-expected quarterly profit and revenue and raised its revenue forecast for the full year. DraftKings saw significant gains in a number of key metrics, including a 26% jump in monthly revenue per user
McBokonon
Footballguy
Shockingly, it’s hanging in there up a few percent!So down 12%?
I didn't look, it's a joke
$AXON is still pretty under-appreciated and under-covered - I do see a couple price target raises this morning (Baird - $220, Needham - $250) but they’re just chasing. It’s grown into a Top 5 sized position for me and I haven’t added any since my initial buys so I likely won’t be adding unless there’s an unwarranted pullback in the future. Market Cap under $13 billion so lots of room to grow still.
JB Breakfast Club
Footballguy
Yesterday's Revolve is today's Funko. Tanking after strong earnings.
identikit
Footballguy
I assume all of us MUDS shareholders got this 'Voluntary Corporate Action' notice?
'Tender offer for MUDRICK CAPITAL' is the header
I've never seen one of these before.
Unsure of how to proceed.
Clear as MUDS to me
Anyone know the gist of this thing?
'Tender offer for MUDRICK CAPITAL' is the header
I've never seen one of these before.
Unsure of how to proceed.
Clear as MUDS to me
Anyone know the gist of this thing?
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beef
Footballguy
identikit
Footballguy
Got tons of them when I owned SPACs that hadn’t merged yet. It’s basically an offer to buy back the shares but you just ignore if you want to keep them because most times the stock is over the tender offer. I always ignored.
identikit
Footballguy
I paid much more (because I'm lame) than what their offer price is.
So I'll ignore and see what happens.
Thanks....
I do not get BAND. Last year 50% growth, this year on plan for 40% growth and a P/S of 6. In the tech space, there’s tons of stocks growing at that pace with much larger P/S ratios. Seems like they continue to hit their numbers well including new customers and a good dollar retention rate but they must be getting ignored. It’s weird. I own NET too and that’s extended a bit. Last quarter was 53% growth but their forward P/S is like 50. BAND’s quarterly growth was 57%. The premiums are ridiculously different and actual revenue wise NET is on pace for $600M+ and BAND is on pace for $500M. Market caps are $36B to $3B. What in the heck am I missing?
identikit
Footballguy
Stock has gone straight down from $7 the last few months. Believe there’s more here then just disappointing earnings.
