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ghostguy123 said:
Where's Todem?  You had XOM as a buy when under 45.  

How does being removed from the DOW change your perspective on the company or your target buy price.....if at all?  TIA
Buying here. Being removed from the DOW does not change a thing. It is all a market cap thing in the Dow. 

 
I already own TDOC, and I'm thinking about writing some Jan puts.

Nice premium right now. By Jan, you're also likely to be staring at the combined entity. $185s around $19.

10+% in 5 mos with the potential downside being owning the company around $166? Yes, please!

 
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It's a good thing there aren't any smart###es in here. One of them might express surprise at your optimistic expectation to still be alive in 5-10 years.

Thanks for the heads up. Been keeping an eye on it myself.
I'm good for 15-20 and don't desire more than that

 
I hesitant to bring this up, but so your own DD.

https://www.cnbc.com/quotes/?symbol=ORRCF&qsearchterm=orrcf

https://orocoresourcecorp.com

I got in at 51 cents.  Heard about it from a stock guru who was discussing tankers at the time.  It's apparently a copper play and their claim is this largest/best in the world not held by a mining company (so they say).  This this "guru" was targeting $5-$10 accounting for further dilution.  
bought in at .50 about a month ago - most likely someone here mentioned it. 

 
Frustrating day for RLFTF.  No pop at all.  Hopefully, Dr Javitt will try to get some positive news out to help the stock price.  Dr Yo and Dr Javitt on a Dose of Dr Drew would be nice.

 
I know no one cares, but new all time high for me today by a few dollars.  Been here three times before and always take a 4 digit gut punch the next day.

 
I know no one cares, but new all time high for me today by a few dollars.  Been here three times before and always take a 4 digit gut punch the next day.
Yep (congrats on the high)

2020 - the investments chart started looking like Idaho, has become Virginia. Hoping it turns into New York and not Kentucky (far east Kentucky)

 
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KGB said:
My thoughts are...

When everyone defaults, new mortgages will need to be done for new buyers.

Pretty rare to get in on the big dog in their industry at the very beginning.  

Refis?
I guess there are two sides.  Low rates - so huge refi traffic currently.  There is also a stealth (being hidden by forbearance cover) mortgage delinquency issue.  Who are these new buyers?  

I hear you on the big dog, though.  Their size does give them a bit of a moat - it isn't like they excel at low prices/rates, either.  They do have a good marketing arm.

 
I know no one cares, but new all time high for me today by a few dollars.  Been here three times before and always take a 4 digit gut punch the next day.
Congrats. I think overall I’m close. Hard to gauge exactly since 401k investments go up every month. I think if the other thread stock keeps the up trend I could easily say that. God I want to get out of that so badly but it seems to lately be having good news.

I missed a buy of some stocks at the start of June. I got a new service from Motley Fool and bought a bunch of stocks I didn’t own to expand the portfolio but I ignored some base stocks like Apple and Salesforce. Back in June, most of those stocks were well past their February highs so they seemed expensive but damn the run the past 3 months has been epic. I think Apple is way overdone but it is what people will pay. The stocks I did buy are all up around 20% or so, a great return for under 3 months but some of the stocks I avoided killed it.

It’s funny because Amazon absolutely crushed last quarter, more so than Salesforce and Apple but it’s lagged them based on the pop for Salesforce and it’s based on non-revenue/earnings news. It’s interesting but it actually makes me feel better about the future stock potential since there’s no accounting/index truck so to speak built in.

 
Scooped up some RKT pre-market at 27.64 - down over 3% for some reason - probably profit taking? I was late to the party on this one but will hold long term. Mortgage numbers reported this AM were bonkers - tons of new mortgage loans and refi's - rates still very low.....

 
Scooped up some RKT pre-market at 27.64 - down over 3% for some reason - probably profit taking? I was late to the party on this one but will hold long term. Mortgage numbers reported this AM were bonkers - tons of new mortgage loans and refi's - rates still very low.....
I get why rocket would be busy with the low rates, but what happens when rates stop falling? Just seems like there's a limit to how much future business they can do with refi. Purchases will still continue of course.

 
Is there a better way to say Duh? I hope it didn’t take him until now to think this. It’s been that way since the beginning of June.
Yeah, I just found the timing of the article funny with many of us in here happy to hit new highs. 

 
I get why rocket would be busy with the low rates, but what happens when rates stop falling? Just seems like there's a limit to how much future business they can do with refi. Purchases will still continue of course.
Good point but the CEO said he wants Rocket Mortgage to be the Amazon of the Financial Services industry so that's enough for me, waiting for the stock to go north of $2,000 per share, take that to the bank bromigo.

 
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RLFTF is trading at .48CHF (.527USD) on the Swiss market.  I haven't figured out why it's up 9%.
Not sure if this moves the needle or not over there, but here is the latest update from that Houston firefighter. This was posted last night. This would appear to be good news. 

Update: 8/25 PM

No x-rays taken today. The vent is currently at 40% and ECMO at 100%. Respiration rate was able to be lowered today as well. Blood pressure remains stable with no meds needed today.

 
Not sure if this moves the needle or not over there, but here is the latest update from that Houston firefighter. This was posted last night. This would appear to be good news. 

Update: 8/25 PM

No x-rays taken today. The vent is currently at 40% and ECMO at 100%. Respiration rate was able to be lowered today as well. Blood pressure remains stable with no meds needed today.
Here is a chart from IHub that makes it look like he is consistently improving:

Tommy's ventilator FiO2 setting
8/18/2020: 100%
8/20/2020: 96%
8/21/2020: 60%
8/22/2020: 80%
8/23/2020: 60%(day), 75%(night)
8/24/2020: 50%(day), 60%(night)
8/25/2020: 50%(day), 40%(night), Respiration rate was able to be lowered as well with PEEP now decreased to 10

 
Here is a chart from IHub that makes it look like he is consistently improving:

Tommy's ventilator FiO2 setting
8/18/2020: 100%
8/20/2020: 96%
8/21/2020: 60%
8/22/2020: 80%
8/23/2020: 60%(day), 75%(night)
8/24/2020: 50%(day), 60%(night)
8/25/2020: 50%(day), 40%(night), Respiration rate was able to be lowered as well with PEEP now decreased to 10
So far that looks like good news. Hopefully he can pull out of this and we can see some of these therapies start to gain wide spread use for Covid patients. 

 
DPHC on a nice pre-market run, +11%.  

Can't find any specific news as to why.  This was one I'd like to hold for a bit, but these huge runs make it hard not to cash in.  Especially when it already has a 274 P/E.  

 
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Maybe RLFTF is the new CYDY?
Judging from the science of it, it looks like both could be viable options. RLFTF just seems to have their act together a little better at this point.

My hope is that one of these two proves to be what the world can use to fight off Covid so people can recover from this thing.  

It's such a weird feeling sitting here rooting for these things for so many reasons. Obviously I'm interested from the financial aspect - and some days I sit here and think: "C'mon man - you are trying to profit from this stuff."

But on the other hand, there WILL be a therapeutic drug available and a vaccine down the road, and the whole point of investing is to make profits off of opportunities. Whether it's medicine, a better automobile, plant based foods....whatever. 

But some days it just feels weird, if that makes sense.

 
Judging from the science of it, it looks like both could be viable options. RLFTF just seems to have their act together a little better at this point.

My hope is that one of these two proves to be what the world can use to fight off Covid so people can recover from this thing.  

It's such a weird feeling sitting here rooting for these things for so many reasons. Obviously I'm interested from the financial aspect - and some days I sit here and think: "C'mon man - you are trying to profit from this stuff."

But on the other hand, there WILL be a therapeutic drug available and a vaccine down the road, and the whole point of investing is to make profits off of opportunities. Whether it's medicine, a better automobile, plant based foods....whatever. 

But some days it just feels weird, if that makes sense.
It definitely does. Personally I don’t like reading about the sick firefighter because it just seems like people (not here, on yahoo) are rooting for him to live for profit. But then again, if the drug does work it could change the world and he’s an example of how it could help. But yea it’s all just weird.  
 

For example - I guess people on the yahoo board were pinging his wife on social media to get updates on him. That’s psycho behavior   

 
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:doh:  This wasn't my smartest move.

Selling the EVSI I bought yesterday for a 15% one day profit softens the blow.
Geez, I feel like I missed a bunch of boats today. Been watching DHPC and EVSI and thought about buying a big yesterday. CRM I should have bought at the start of June.

Here’s what I call frothy as ####:

PLAN up 29% - Been on my list for a bit. Dumb ### me didn’t see it on earnings calendar. My best purchases this summer have been pre earnings.

Read this if you want to see froth:

https://www.investors.com/news/technology/anaplan-earnings-anaplan-stock-q22020/?src=A00220
I'll summarize. Earnings were less of a loss on revenue better by 3%. Bookings better by 1% and expected bookings for next quarter better by 8%. Stock up 29%.

They had a good earnings report. They did not have a blow the #### out of the water earnings report.

Not that we didn’t know already but there’s some serious craziness. When a stock trends up it gets giddy. Salesforce best revenue estimates for the quarter by $250 million. End result, market cap up $40B. Prorated for the year that’s a price to revenue of 40. Amazon is growing it’s revenue at the same pace and its price to revenue is 5. I’m not saying Amazon is worth more but that these stock price jumps are bordering on ridiculous. 

 
Geez, I feel like I missed a bunch of boats today. Been watching DHPC and EVSI and thought about buying a big yesterday. CRM I should have bought at the start of June.

Here’s what I call frothy as ####:

PLAN up 29% - Been on my list for a bit. Dumb ### me didn’t see it on earnings calendar. My best purchases this summer have been pre earnings.

Read this if you want to see froth:

https://www.investors.com/news/technology/anaplan-earnings-anaplan-stock-q22020/?src=A00220
I'll summarize. Earnings were less of a loss on revenue better by 3%. Bookings better by 1% and expected bookings for next quarter better by 8%. Stock up 29%.

They had a good earnings report. They did not have a blow the #### out of the water earnings report.

Not that we didn’t know already but there’s some serious craziness. When a stock trends up it gets giddy. Salesforce best revenue estimates for the quarter by $250 million. End result, market cap up $40B. Prorated for the year that’s a price to revenue of 40. Amazon is growing it’s revenue at the same pace and its price to revenue is 5. I’m not saying Amazon is worth more but that these stock price jumps are bordering on ridiculous. 
That's exactly why I repurchased all the Amazon I sold and even added some.  They definitely didn't get the bump these other companies did.

 
I'm going to average down on DHT here.  I didn't have a huge stake to begin with, and still don't, but the 11% drop seems a little oversold.  Also left myself room to make another buy if it dips to the lower 5's.  
I think $5.25 is my target.
$5.45 today.  I think we'll get to $5.25.  At that price I'll back up the truck and wait 2.5 months for earnings.

 
That's exactly why I repurchased all the Amazon I sold and even added some.  They definitely didn't get the bump these other companies did.
Not even close which makes me feel safer. These bumps are on top of already having run up. I know tech stuff may be the only thing running up on actual good results (versus say PENN on hope) but these ratios are crazy. Either the bottom will fall out or they’ll stagnate.

 
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@BassNBrew I think I’m also at ATH today now. My IRA is still down about 5% from it’s peak (probably when FSLY was at 118), but my other two accounts are both at highs to overcome that.

What a weird day though. Tons of my stocks are up 5% or more but only up 0.8% because some are down. Lots of movement today.

 

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