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1 hour ago, FreeBaGeL said:

Really quick Q.  If I buy a stoct right now after hours with an ex-div date of tomorrow I'm still good to go, right?  Just wanted to make sure buying AH's wasn't a problem and I didn't have to get it in before the closing bell today or something.

As long is the Ex Div is tomorrow, doesn't matter if you buy this evening or in the morning. Just have it by the close of Tuesday.

Also, my personal preference is to keep the stonk one or two days after the Record Date before selling any shares. That's just what I do :shrug:

Edited by drunken slob
clarified the second sentence
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On 5/26/2020 at 8:39 AM, McBokonon said:

I haven't bought any yet, but I've had HASI on my watch-list for a while. More of a dividend play since it's a REIT but there's some growth potential there, too. 

Hey @caustic, this was in reply to you. Did you end up buying into HASI? I was just looking at it again, but up 30% or so since then plus one dividend, I think. Just wondering. 

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1 hour ago, drunken slob said:

As long is the Ex Div is tomorrow, doesn't matter if you buy this evening or in the morning. Just have it by the close of Tuesday.

Also, my personal preference is to keep the stonk one or two days after the Record Date before selling any shares. That's just what I do :shrug:

It occurred to me the other day that I need to keep better track of dividend payments.  I didn't miss out, but I forgot that OHI was paying a dividend - I sold my shares, then received 30 shares from the auto drip. Not a bad little surprise. 

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51 minutes ago, -OZ- said:

It occurred to me the other day that I need to keep better track of dividend payments.  I didn't miss out, but I forgot that OHI was paying a dividend - I sold my shares, then received 30 shares from the auto drip. Not a bad little surprise. 

Yeah man, that became a priority for me back at the start of June. I don't do reinvestment programs now that zero commission charges mostly apply.

What I do instead is take anything that I collect and drop it into a certificate of deposit. I know, boooooooring, but I like being able to ladder some money via savings instruments for, "Not for me money." This also enables me to time liquidity of assets that belong to me or someone else should an unfortunate event occurs.

 

Edited by drunken slob
Added my liquidity statement in second graph
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1 hour ago, McBokonon said:

Hey @caustic, this was in reply to you. Did you end up buying into HASI? I was just looking at it again, but up 30% or so since then plus one dividend, I think. Just wondering. 

I didn’t, and have been watching it steadily crawl higher without me for a few months now. Thankfully, renewable stocks went on such a tear that the ones I invested in still did really well. I ended up with BEP (+17%), TPIC (+51%), and VSLR (+258%), so can’t kick myself too much. The HASI tip was a good one though. :thumbup:

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1 minute ago, caustic said:

I didn’t, and have been watching it steadily crawl higher without me for a few months now. Thankfully, renewable stocks went on such a tear that the ones I invested in still did really well. I ended up with BEP (+17%), TPIC (+51%), and VSLR (+258%), so can’t kick myself too much. The HASI tip was a good one though. :thumbup:

Nice, wow. Any of those three have room to run in your opinion? 

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15 minutes ago, McBokonon said:

Nice, wow. Any of those three have room to run in your opinion? 

I thought VSLR was done running a month ago, so I have no idea on that one. They’re being bought out by RUN, which is what triggered the massive surge. Got lucky there.

TPIC may still have some upside. They make wind turbine blades and electric car parts, and I opened a position planning on a Biden victory / climate bill. Since then, Biden came out with a green stimulus plan that called for zero-carbon electricity and investment in EV infrastructure, so that’s right up their alley. Here’s a good SA article on them.

BEP is a relatively steady + high dividend play similar to HASI, and I’m pretty much expecting more steadiness in the future. It’s the safer part of my renewables portfolio.

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Kohl's down on a good report.  I will look to build a position below $20 if it gets there.

HD crushed the numbers, but my $294 after hours sale looks to have been the right call as the price is currently at $290.  I may rotate this money elsewhere it we get a pulled to the $270s.  Really unsure how I want to proceed here.

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24 minutes ago, BassNBrew said:

Kohl's down on a good report.  I will look to build a position below $20 if it gets there.

HD crushed the numbers, but my $294 after hours sale looks to have been the right call as the price is currently at $290.  I may rotate this money elsewhere it we get a pulled to the $270s.  Really unsure how I want to proceed here.

I'd probably just buy some stuff...sell some stuff.....buy some more stuff.....buy some more, and then sell some more....and then buy back in when it dips.

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5 minutes ago, ChiefD said:

I'd probably just buy some stuff...sell some stuff.....buy some more stuff.....buy some more, and then sell some more....and then buy back in when it dips.

What’s he supposed to do after 10am?

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Someone please explain dividends to me.

Take DHT... 30%+ dividend.  Why wouldn't everyone here put every dollar they own into this stock over the next week before the ex div date?

Is it more complicated than that?  Is that dividend date not a sure thing?  The dividend itself not a sure thing a week out?

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1 minute ago, matuski said:

Someone please explain dividends to me.

Take DHT... 30%+ dividend.  Why wouldn't everyone here put every dollar they own into this stock over the next week before the ex div date?

Is it more complicated than that?  Is that dividend date not a sure thing?  The dividend itself not a sure thing a week out?

For me, it’s that I don’t understand tankers and don’t want to learn. I don’t want to risk losing more in stock value than I gain in dividend though I have to admit, 30% seems kind of hard to imagine. I look forward to what the TankerGuys have to say

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2 minutes ago, matuski said:

Someone please explain dividends to me.

Take DHT... 30%+ dividend.  Why wouldn't everyone here put every dollar they own into this stock over the next week before the ex div date?

Is it more complicated than that?  Is that dividend date not a sure thing?  The dividend itself not a sure thing a week out?

Stock could drop 40% ex dividend date?

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4 minutes ago, matuski said:

Someone please explain dividends to me.

Take DHT... 30%+ dividend.  Why wouldn't everyone here put every dollar they own into this stock over the next week before the ex div date?

Is it more complicated than that?  Is that dividend date not a sure thing?  The dividend itself not a sure thing a week out?

Because the price of the stock will decrease by roughly the amount of the dividend. 

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1 minute ago, matuski said:

Will it?  I understand it can... I am trying to understand the likelyhood.  The dividend pays out and the stock price drops the amount of the payout?

As an oversimplified example, imagine a company that is worth $100 and has 100 outstanding shares.  Each share is thus worth $1.  The company announces that they're going to take $30 out of the company and pay it to all the shareholders (i.e. a dividend).  The company still has 100 outstanding shares but is now only worth $70.  How much is a share worth?  

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2 minutes ago, Ignoratio Elenchi said:

As an oversimplified example, imagine a company that is worth $100 and has 100 outstanding shares.  Each share is thus worth $1.  The company announces that they're going to take $30 out of the company and pay it to all the shareholders (i.e. a dividend).  The company still has 100 outstanding shares but is now only worth $70.  How much is a share worth?  

Got it.  Now is that how it plays out in real life in a direct 1 to 1 relationship?

eta - $.70 to answer Q

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5 minutes ago, matuski said:

Got it.  Now is that how it plays out in real life in a direct 1 to 1 relationship?

eta - $.70 to answer Q

There was some twitter talk about this around the last ex dividend date. It’s really close to 1 to 1. No such thing as a free lunch. 

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3 minutes ago, matuski said:

Got it.  Now is that how it plays out in real life in a direct 1 to 1 relationship?

eta - $.70 to answer Q

That’s the rub. REITs have been paying out dividends since the beginning and they usually pay out most of their income that way. The big question is can they grow and grow their dividends while paying out the cash to get that double appreciation on your money. Same with high dividend stocks. The tough part is something like this where 30% is not sustainable. The stock price has dropped so far that the dividend rate is huge. I don’t know tankers are all either so no clue and I probably wouldn’t invest not knowing enough. Dividends are also typically cut when they get this high as a huge dividend is typically symbolic of a stock price plummeting versus being increased every year like J&J.

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1 hour ago, caustic said:

They crushed Q2. E-commerce revenue up 187.7% YoY, digital gaming revenue up 61.6%.

 https://twitter.com/slingshotcap/status/1295668005465018368?s=21

We were discussing how to strategize SE going forward. I trimmed a small amount prior to earnings to lock in some profits but mostly just in case there was a post-earnings dip. I don’t regret it but that obviously didn’t happen although we’ll see how the day plays out.

In any event, I’m adding and my strategy is to now just unemotionally add a set amount of shares each quarter.

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6 minutes ago, matuski said:

Got it.  Now is that how it plays out in real life in a direct 1 to 1 relationship?

eta - $.70 to answer Q

Price on 8-10 was 5.61.  Dividend is .48.  That would be $6.09.  Price now is $6.31.  IMO the dividend ship has sailed.  Last quarter after the massive dividend it dropped to the low 5's where I mentioned was a great entry point.  I would suggest waiting until September and look to build a position in the mid 5s.

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6 minutes ago, stbugs said:

That’s the rub. REITs have been paying out dividends since the beginning and they usually pay out most of their income that way. The big question is can they grow and grow their dividends while paying out the cash to get that double appreciation on your money. Same with high dividend stocks. The tough part is something like this where 30% is not sustainable. The stock price has dropped so far that the dividend rate is huge. I don’t know tankers are all either so no clue and I probably wouldn’t invest not knowing enough. Dividends are also typically cut when they get this high as a huge dividend is typically symbolic of a stock price plummeting versus being increased every year like J&J.

The tanker sector is out of favor.  The dividend is sustainable if their guidance was accurate.  This was just a great opportunity to pick up stocks like DHT and FRO on the cheap.

I would suggest if anyone wants to buy into this sector that FRO would be a good buy.  I expect a big dividend and they don't report to 8-31.  You should see a DHT type of run up.

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3 minutes ago, BassNBrew said:

The tanker sector is out of favor.  The dividend is sustainable if their guidance was accurate.  This was just a great opportunity to pick up stocks like DHT and FRO on the cheap.

I would suggest if anyone wants to buy into this sector that FRO would be a good buy.  I expect a big dividend and they don't report to 8-31.  You should see a DHT type of run up.

For DHT, are you planning on selling on the Ex-Date then?  

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1 minute ago, beef said:

For DHT, are you planning on selling on the Ex-Date then?  

Not sure yet.  I do like them longer term.  The investor in me says those shares I bought at $5.04 to $5.15 become free in 2.5 years.  The trader says to sell and reacquire at a lower price.

https://seekingalpha.com/article/4367974-dht-holdings-inc-2020-q2-results-earnings-call-presentation

 

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21 hours ago, -OZ- said:

Note - I fully expect both HD and SE to fall a couple percentages after earnings are released. 

But I'm holding as I like both long term.

Glad to be wrong with SE 

HD fell a little but you have to like the numbers.

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7 minutes ago, Capella said:

What caused amazon to pop this morning. 
 

split? :unsure:

Adding 3500 tech jobs at it's hubs.  Or maybe Bezos was constipated for a couple of days and finally pooped.  

Edited by beef
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4 minutes ago, BassNBrew said:

LOL...Home depot down almost $3 on the day on killer good earnings news.

Or roughly 1% 

I truly don't care about the real $ figure, it's the percentage that matters.

Also, it's almost exactly where it was 24 hours ago.

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1 hour ago, BassNBrew said:

Kohl's down on a good report.  I will look to build a position below $20 if it gets there.

HD crushed the numbers, but my $294 after hours sale looks to have been the right call as the price is currently at $290.  I may rotate this money elsewhere it we get a pulled to the $270s.  Really unsure how I want to proceed here.

Do these figures get posted anywhere?

The high listed is $290. Not AH, hence the question.

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8 minutes ago, Capella said:

What caused amazon to pop this morning. 
 

split? :unsure:

Split would be much higher. Look at Tesla. I’m sorry but going up 40-45% because of a split is ludicrous. The whole idea that more people will buy it at the split price is silly. Seems like people have no issue buying it now. Their PE is 950 and they have had positive earnings for the last year (had to to get into S&P) and they made most of their earnings on selling tax credits. I know Apple and Amazon and other tech giants aren’t cheap but Tesla’s price makes them look like amazing bargains.

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Just now, stbugs said:

Split would be much higher. Look at Tesla. I’m sorry but going up 40-45% because of a split is ludicrous. The whole idea that more people will buy it at the split price is silly. Seems like people have no issue buying it now. Their PE is 950 and they have had positive earnings for the last year (had to to get into S&P) and they made most of their earnings on selling tax credits. I know Apple and Amazon and other tech giants aren’t cheap but Tesla’s price makes them look like amazing bargains.

Agreed, it does seem silly.  950 P/E is f'n insane. 

But then I'm reminded of the new investor that likes "cheap" stocks...   

 

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14 minutes ago, beef said:

Agreed, it does seem silly.  950 P/E is f'n insane. 

But then I'm reminded of the new investor that likes "cheap" stocks...   

 

What makes that P/E even more ridiculous is how much of the earnings aren’t from their products. This link is pretty crazy considering the recent run up due to the split: https://www.forbes.com/sites/petercohan/2020/07/23/avoid-tesla-stock-after-428m-tax-credits-sale/#10ad09617247

Every quarter in the last year would be negative earnings outside of the tax credit revenue. That’s with $26B in sales. Profitability is a potential issue.

There’s 4 stocks (plenty more that I waited too long or didn’t buy more) that I wish I bought in March/earlier this year, TSLA, MELI, SE and NVDA. Watched all of them and pondered all but SE in the bottom week. TSLA might be the only one that right now I really have a hard time buying. The other three I’ll probably throw some money at in the second half. Not sure I am hoping for another dip but it wouldn’t surprise me. Happy with what I did buy. Wish I dumped the other thread stock at the end of June. I probably would have snapped up SE around $100 a few weeks ago and maybe NVDA closer to $400 (why I decided against buying under $200 is beyond me). I don’t have a ton of cash (10%, mainly due to SPs increasing) so not wanting to go 100% cash right now.

Edited by stbugs
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20 minutes ago, stbugs said:

Split would be much higher. Look at Tesla. I’m sorry but going up 40-45% because of a split is ludicrous. The whole idea that more people will buy it at the split price is silly.

It should be but it’s not. It’s anecdotal but you can see people posting in investment communities everywhere they won’t buy Tesla, etc. because of the price even though fractional shares exist. They want whole shares. That’s one of the reasons they end up in EV alternatives with no products.

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26 minutes ago, beef said:

Agreed, it does seem silly.  950 P/E is f'n insane. 

But then I'm reminded of the new investor that likes "cheap" stocks...   

 

That stock is my biggest candidate for a massive drop wiping out a lot of peoples paper fortunes in it. Anyone who bought that stock in the high 20’s (yes in 2011 it was trading around 25 and change and I bought it.....and sold it in the 300’s thinking I made an amazing trade and I never got back in) and is still holding are out of their minds not selling here if they had held this long.

For an old school guy like me who does not see the earnings growth needed to justify this multiple and does not buy into the entire cult like hype that they are going to be the only game in town with EV.....this price is truly insane. I can admit it. I simply don’t get it. Nor do I want to. It feels like the Hindenburg. And at some point it is going to burn to ground when true fundamental reality hits the stock if it does not do whatever the hell people who keep piling into it expect it to do. 

Somebody tell me.....why should I buy this stock at this price. What is going to make Tesla produce revenue like Apple. Or even Walmart for that matter. Please educate me on this one. 

And I get it. They are a disrupter. And they are the first. But I do not see the entire country all driving around in Tesla’s and I do not envision everyone using them for their technology. Other car makers will have their own EV models and options. Maybe I am wrong. But I would really love to know what Tesla stock holders are expecting here. Again if you even bought in the low 200’s you should be taking all those profits and not look back. fantastic trade. I can’t see it being sustained based on pure fundamentals. 

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