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15 minutes ago, ConstruxBoy said:

Yeah, it's gotten crazy. Might get to $30 quicker than I expected. Have to re-think those puts. 

I debated buying PLTR around $20 for too long on Monday.  Only thing I ended up adding it to was my long list of woulda, coulda, shouldas...

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2 hours ago, BassNBrew said:

Bought some FRO on the down earnings report. Also added EURN. These are all 50% gainers in the next 2 years

Didn't love $FROs moves / earnings. Not locking in any coverage when rates were sky high was likely a mistake. That said, a rising tide lifts all boats, and I concur with your assessment. I'm heavy in $EURN, $TNK, and $LPG at the moment.

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12 hours ago, Whyatt said:

Wildcat, I appreciate your investment blog.

I haven’t sold a share of HGEN. Obviously the stock and sector is out of favor due to vaccine news. The announcement to increase enrollment in their p3 trial was met with disappointment. The good news is the trial is expected to fill quickly and I feel strongly that the decision to increase enrollment derisks the outcome. Know that Operation Warp Speed personnel have seen unblinded data, do you think they decided to partner with a lost cause? The interim results are trending better than standard of care.  Severe critical COVID patients have scant options, steroids and stuff that’s not helpful. As I mentioned previously, Operation Warp Speed will be very helpful for a small company like HGEN, once you have a regulatory package (BLA) suitable for the US, it’s much less difficult to file applications worldwide.

Great vaccine news hurts HGENs COVID upside, but by no means kills it. OWS is buying medications and stockpiling. Also recognize this drug has been in development for quite some time for the purpose of immunomodulation. Clearing the regulatory hurdles for COVID approval helps speed other indications.

An analyst just reiterated a buy with a price target of $34. I’m waiting this out. Just my humble (biased) opinion.

https://www.smarteranalyst.com/new-blurbs/h-c-wainwright-thinks-humanigens-stock-is-going-to-recover/

Thanks for the thoughtful reply. If we assume it mostly works, downside I suppose is "vaccines work and everything is back to normal" - which, fine, I shall consider this an emotional hedge. I'd pay how much I have in $HGEN at the moment for that to be true. $APT is my other play along these lines. Makes N95s and I am thinking will have another pop post Thanksgiving when cases continue to spike.

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4 hours ago, ConstruxBoy said:

Yeah, it's gotten crazy. Might get to $30 quicker than I expected. Have to re-think those puts. 

Definitely overdone so looks like it’ll be a while before owning. That’s said, whatever the #### happened with APPN today will make me sleep OK. Had been bouncing around 40-60 for over a year and somehow is over 170 today? It was the worst performer in all the stuff I bought in 2019 by far and % wise has blown by stuff like ZS and ROKU that have more than tripled and is only behind TTD, FSLY and ZM. So glad I didn’t give up on it back in the spring when it was one of my potential sell for other things.

I’ll have patience with PLTR. We’ll have a much better buy point. Definitely should have jumped in at that dip last week, but it’s definitely gone nuts and like the EVs due to FOMO and that tends to settle. Heck, it was even downgraded last week due to valuation LOL.

Edited by stbugs
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3 hours ago, ericttspikes said:

Had 1000 PLTR @ 10. Had to sell 350. Love the company and will buy more if it dips, but couldn't pass up 140% in less than a month. I own stocks for 5-6 years that don't do that. What a crazy run it's on.

Don’t blame you at all and I’d bet you will be able to buy that back cheaper before the end of the year.

One thing that will be interesting is that there are some potential big tax changes in capital gains with Biden. I wonder if we’ll have a much bigger tax selling season than usual. I mean the risk that someone with $1M in income (the people who probably own most stock) going from 20% in tax rates to 40%+ could cause some nice sales.

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5 hours ago, Nigel said:

FSR on a run this morning, not sure what triggered it but a welcome surprise. Resisting urge to take profits (+60%), hoping this takes off in 2021 as they get closer to rolling out some trucks. 

I tailed someone in here on this...anyone still in it? Ran up further at the close, +35% for the day. 

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In most circumstances asking this question Thanksgiving eve would be foolhardy. However, I'm pretty sure a number of you will be reviewing your portfolios over the long weekend.

I respectfully request that anybody here holding any SPAC please list it for me. I have loot in my gambling account and want to buy a few. Don't need a follow up or explanation why. I'll sort through what you guys post.

TIA

:banned:

Edited by drunken slob
My dog ate my list :(
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43 minutes ago, drunken slob said:

In most circumstances asking this question Thanksgiving eve would be foolhardy. However, I'm pretty sure a number of you will be reviewing your portfolios over the long weekend.

I respectfully request that anybody here holding any SPAC please list it for me. I have loot in my gambling account and want to buy a few. Don't need a follow up or explanation why. I'll sort through what you guys post.

TIA

:banned:

LOAK

IPOD

IPOE

IPOF

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On 11/24/2020 at 7:35 AM, stbugs said:

 Personally, I wouldn’t be accumulating at all Regeneron just got approval and we now have three positive results on vaccines. The HGEN recommendations were well before any vaccine news. Also, since their trial that is closest to the end is tied to Remdesivir, that’s not going to be helpful with all the bad press tied to that now.

Objectively, I think there’s way more things I’d rather invest in than HGEN. That’s just my opinion and no one else’s. Good luck.

Regeneron is pretty much a non factor to HGEN and CYDY.  Regeneron is prescribed super early, not even for hospitalized patients and another drug with limited supply at the moment on top of that.

I think CYDY and HGEN are going to ultimately get approvals but from what I can tell, leronlimab is the better of the drugs.  Its also the only one this deep in a phase 3 with mortality as an endpoint.  HGEN had to change their endpoint away from mortality.  They do have the government behind it which is a legit positive and the main reason why I have bought into it.

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13 minutes ago, Dwayne Hoover said:

Regeneron is pretty much a non factor to HGEN and CYDY.  Regeneron is prescribed super early, not even for hospitalized patients and another drug with limited supply at the moment on top of that.

I think CYDY and HGEN are going to ultimately get approvals but from what I can tell, leronlimab is the better of the drugs.  Its also the only one this deep in a phase 3 with mortality as an endpoint.  HGEN had to change their endpoint away from mortality.  They do have the government behind it which is a legit positive and the main reason why I have bought into it.

How is it a non-factor if it's something that can be prescribed early and stop people from needing another drug? Wouldn't that lower the addressable market just like the vaccines?

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11 minutes ago, stbugs said:

How is it a non-factor if it's something that can be prescribed early and stop people from needing another drug? Wouldn't that lower the addressable market just like the vaccines?

I have never had the expectation that leronlimab was going to be all end all here.  If it can be used effectively as a specialist to a limited population, that will be more than good enough.

If it gets approved, the stock price is still going up considerably.  I've never had unrealistic goals of a triple digit stock price but that doesn't make it a bad investment.  Even if its just used for the severe critical population there will still be enough demand and it will also have legitimized the drug, all sounds great.

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39 minutes ago, Texas Football said:

I own 57.x shares of this. What's going on? A quick google doesn't tell me anything.

Offer terms

Latest Update:11/10/2020 5:59 PM ET
CUTOFF DATE: 11/25/2020 7:00 PM ET 
EXPIRATION DATE: 11/27/2020 11:00 AM ET

Altria Group Inc. has initiated an odd lot tender offer open to holders of 99 shares or less of Altria Group Inc. common stock as of record date 10/19/2020. If you are considered an "odd lot holder", you have the option to: 1- Sell all of your shares 2- Buy enough shares to own a "round lot" of 100 shares. You will receive a market-based price per share that cannot be guaranteed in advance and will be uniformly applied to all shareholders participating in the program. A processing fee per share sold or bought of $2.75 (up to a maximum per account of $75) will be deducted from the proceeds to defray the cost of the program.

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18 hours ago, drunken slob said:

In most circumstances asking this question Thanksgiving eve would be foolhardy. However, I'm pretty sure a number of you will be reviewing your portfolios over the long weekend.

I respectfully request that anybody here holding any SPAC please list it for me. I have loot in my gambling account and want to buy a few. Don't need a follow up or explanation why. I'll sort through what you guys post.

TIA

:banned:

GMHI

SBE

TRNE

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3 hours ago, Texas Football said:

Hmm interesting. Thanks for the heads up! Will re-read all this after  I stuff my self with some turkey.

Let me know your interpretation. I put in a sell order at the open. It could possibly be a option but why would any chose to sell their odds lots at $2.75 a share?

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2 hours ago, BassNBrew said:

Let me know your interpretation. I put in a sell order at the open. It could possibly be a option but why would any chose to sell their odds lots at $2.75 a share?

I don't understand all of this, but I am putting in a sale for open also. I can't wrap my head around the fee part. Not a rocket ship or anything, but I thought the yield and long term was looking good.

I guess I'll have ~2k$ to do something with tomorrow. What looks good?

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1 hour ago, KGB said:

Current positions.

AMZN - $3235  Down 1.5%

AVGO - $355  UP 10%

MJ - $11.44  UP 25%

PLTR - $18.66  UP 54%

I think I'm pretty happy to stay where im at until 

https://www.fool.com/investing/2020/11/21/4-things-to-know-from-robloxs-ipo-filing/  ROBLOX IPO

and 

AIRBNB IPO

Sorry for your pain. I guess every portfolio has to have a dog.  

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1 minute ago, KGB said:

So with end of year rolling around.  I've never really had to worry about stock taxes....

If I buy AMZN and make 5K, but dont sell, no taxes until I sell?

 

What If I make 5K, then put it back into another stock?  Have to pay on the 5K?

No taxes till you sell. 
 

Still have to pay on the 5k. 

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Interesting to see more study of this: https://www.bloomberg.com/news/articles/2020-11-25/wall-street-dealers-in-hedging-frenzy-get-blamed-for-volatility

I wonder how much of this is going on with PLTR and some of the very frothy EV names. That seems where r/wallstreetbets have moved to

Edited by Desert_Power
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10 minutes ago, Desert_Power said:

Interesting to see more study of this: https://www.bloomberg.com/news/articles/2020-11-25/wall-street-dealers-in-hedging-frenzy-get-blamed-for-volatility

I wonder how much of this is going on with PLTR and some of the very frothy EV names. That seems where r/wallstreetbets have moved to

Those are way overbought, no doubt about it. I trimmed some of my APPN but probably would be smart to dump the rest while it’s where it is. Need to check tax implications but there’s no real news and that type of action isn’t normal for that or EVs and PLTR and others.

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I really need to get better about buying back into stuff I sold out of when it goes on a run.  I just can't get over the mental hurdle of jumping back in to something I sold recently for less and could have held.

Palantir the perfect example.  Had 1000 shares at a cost basis of just over 9 bucks.  Sold around 11 bucks.  Then during this whole damned run I kept waiting for it to dip back to 11 and below because mentally I didn't want to re-buy what I had just recently sold for higher, and missed out on the whole thing.  So stupid and I know it but mentally have a hard time making myself click the button in these scenarios.

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8 minutes ago, stbugs said:

Those are way overbought, no doubt about it. I trimmed some of my APPN but probably would be smart to dump the rest while it’s where it is. Need to check tax implications but there’s no real news and that type of action isn’t normal for that or EVs and PLTR and others.

I'm more wondering about the dynamic of people overbuying calls to create a self-fulfilling prophecy as dealers/banks have to buy the underlying to hedge. It's a leveraged bet and investors from Softbank to Reddit have been doing it. I only mention those names because it seems what wallstreetbets and those types have moved onto.

 

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