ericttspikes
Footballguy
The position I started at the end of May is up 24%. I'll take it.BassNBrew said:
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Stock Thread (11 Viewers)
- Thread starter St. Louis Bob
- Start date
ConstruxBoy
Kate's Daddy
LOL, 15% gain since Tuesday. Love it.TripItUp said:
TripItUp
Footballguy
hooter311
Footballguy
Coinbase is trying to go public. I agree that they will stay simple and stay the course to please the regulators.
The General
Footballguy
Add SQ to this list. I’m not selling anytime soon but want to read people’s takes on it as well.
TripItUp
Footballguy
TripItUp
Footballguy
I'm just trying to understand where the crypto talk can begin and end in this particular thread.
I've purposely avoided cryptocurrency trading here, but there are crypto stocks(that are not currency) like SI that should be discussed somewhere.
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The General
Footballguy
Lomez
Footballguy
It's here. I don't think anyone has an issue with discussing the companies or the trades. I think they're just looking to avoid the "BTC is a scam" vs "BTC is a store of value and the future of currency" argument in here.
CR69
Footballguy
Oh same here.My two cents...Please keep posting crypto related stocks I don’t want to miss out
Yeah this was more what I was thinking.
ConstruxBoy
Kate's Daddy
SouthJersey
Footballguy
I wish i had the discipline to both have that much in cash as well as only have 4 investments.TripItUp said:
McBokonon
Footballguy
In order: SE / SQ / AAPL / ETSY / FVRR / CRWD / DOCU / U / PINS / MSFT
Some of those are due for pullbacks but I don’t plan on selling any of them. MSFT needs to get going again.
Honestly, I don’t think they fall in anti trust. I can see Facebook (who are their true competitors), Google (other search engine) and maybe Apple (hard to avoid paying them, like the IE browser long time ago). How can you say that you can’t order from a bazillion other web sites? Microsoft and Google are big competitors to AWS. Prime isn’t Netflix. I don’t know what may happen, but I did think about it before and they seem way less of a monopoly in their areas. Sure they are big but it’s way too easy to show that they aren’t. Apple can’t show how someone can make a mobile game without giving them a ridiculous cut. If I’m a game company I could point to how much gaming console licensing is and show that Apple is taking a much larger cut or show that Google owns which search results come up and favors people that pay them and there are no real alternatives.
Anyway, just my thoughts.
ConstruxBoy
Kate's Daddy
TXN
BAC
AMT
DUK
AMZN
QCOM
NVS
NSC
ILMN
PLTR/PANW - Just about tied for 10th
Haven't looked at it like this in awhile. Interesting.
Lomez
Footballguy
Capella
Footballguy
-OZ-
Footballguy
Charlie Harper
Footballguy
So if I'm getting right now you think this thing still has room to run?
Aside from my super long term concern this seems like a great play for crypto.
-OZ-
Footballguy
That pretty much sums it up. For whatever reason (P/E?) Buffet has pretty much remained out of tech other than the
. The Oracle is getting old.
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ConstruxBoy
Kate's Daddy
He's always said he doesn't invest in businesses he doesn't understand. I could see that being true of a lot of the tech companies, although not all of them.That pretty much sums it up. For whatever reason (P/E?) Buffet has pretty much remained out of tech other than the
TripItUp
Footballguy
Still room to run IMHO. I am holding, not selling after being up 36%.
For me nothing in the crypto universe is long term IMHO, you have to really keep your ear to the ground if you own these stocks. I don't day trade, but I'll buy and sell in the same week if the data suggests I should.
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TripItUp
Footballguy
-OZ-
Footballguy
Not counting sector funds?
SE
DIS
TSLA
AMZN
DFS
VZ
GOOGL
MSFT
TM
WWW
for the most part, very commonly owned companies. But all together these are less than 10% of our investments. I need to start looking at some smaller companies and take the risk there. SE was probably my biggest risk other than C### which I was late to the party.
SE
DIS
TSLA
AMZN
DFS
VZ
GOOGL
MSFT
TM
WWW
for the most part, very commonly owned companies. But all together these are less than 10% of our investments. I need to start looking at some smaller companies and take the risk there. SE was probably my biggest risk other than C### which I was late to the party.
-OZ-
Footballguy
If he understands apple, there's no reason he shouldn't understand Google, Microsoft, PayPal, etc. Maybe not the startups. I get that the value doesn't seem to be there for most.
Desert_Power
Footballguy
Capella
Footballguy
Love to plant my pile of money with some dot who doesn’t understand where the world is headed.That pretty much sums it up. For whatever reason (P/E?) Buffet has pretty much remained out of tech other than the
Lomez
Footballguy
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Desert_Power
Footballguy
SFBayDuck
Footballguy
I've only been in ETFs and index funds in my 401K rollover IRAs and Roth IRA historically. I just started trading/investing in individual stocks in the Roth back in May, so well after the March lows, and didn't really start moving funds from an index fund to individual stocks until July and August.
YTD, my "passive" IRAs have returned exactly 10%. This obviously trails the S&P at about 14.5% and has largely been dragged down by a REIT fund down 17%, a couple of international funds that are up around 5-6%, and a bond fund up 4%. But I get that one point of diversification is to lower volatility, and this is a very small time frame in the grand scheme of things.
Meanwhile my "active" Roth has returned 30% YTD. That's nothing like the returns some of y'all have seen this year, but I'm pretty happy with that for not really starting to manage it until this summer. Too bad it's only 12% of my total funds, but of course it used to be under 10%!
YTD, my "passive" IRAs have returned exactly 10%. This obviously trails the S&P at about 14.5% and has largely been dragged down by a REIT fund down 17%, a couple of international funds that are up around 5-6%, and a bond fund up 4%. But I get that one point of diversification is to lower volatility, and this is a very small time frame in the grand scheme of things.
Meanwhile my "active" Roth has returned 30% YTD. That's nothing like the returns some of y'all have seen this year, but I'm pretty happy with that for not really starting to manage it until this summer. Too bad it's only 12% of my total funds, but of course it used to be under 10%!
STNE was a stock that I tailed him on. Bought 200 shares in August after they announced that. It’s up 67%. Bought it the same time @Todem recommended EXC. I kind of want to build some cash and EXC doesn’t really fit my growth desire. I think I found a spot to trim, almost forgot about it.
And just like that it’s gone. Man, I do love this $0 commission world we are in now.
Still impressed by BTWN holding up like it is. Tokopedia already hired people who are known for taking companies public and said they are exploring an IPO yet this brand new SPAC is still up almost everything it gained based on them talking to Tokopedia. With the IPO frenzy that has happened for “hot” companies going IPO, why in the world would you settle for an SPAC? I like SPACs too, but big boys aren’t going to go that route when they can get double their valuation because of a frothy market. If we hit a rut where IPOs suck for even good companies then SPACs will likely be a solid way to go out. That’s not now.
SFBayDuck
Footballguy
cosjobs
Footballguy
cosjobs
Footballguy
I loved that the analysts came out this morning with a new price target of 53 and by this afternoon they hit it.
I’ve got a series of new stocks I want to buy so just clearing it out for stocks that might multiply in 5 years. Still want to have some cash on hand just in case of a March like drop. I think with the dividend it made me 12-13%, so better than cash and a little more to buy something new.
Going to be doing a lot of portfolio review next week while on PTO. Lots of SPACs still left and probably a few more stocks that aren’t in my recommended list that haven’t popped. I’d consider the SPACs quick cash if needed but I’d like to get more aligned with my services/future goals. Setting some high bars but I’d love to get about 20% next year and double in 5 years. Throw in any extra savings and 401k contributions and I’d be able with SS to almost duplicate our current incomes using the 4% withdrawal method. Without kids at home, that should be a fantastic retirement. I won’t tell my wife that so she can be my sugar momma for a few more years and keep her health plan.
That’s my goal although with the way things are going lately I should reach it at the end of February.
TripItUp
Footballguy
ARKF is a great managed fund too. Led by Cathie Woods who has unique relationships with corporate leadership that give her and ARK an edge IMHO in terms of effectively managing their fund.
Big fan of what they are doing. They've had huge run ups and everything feels frothy to me(hence my cash position) but if you want to go long on fintech I like this fund. I''ll probably jump back in during a Q1 low...I've been holding long in several retirement accounts.
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The froth is high right now. I don’t think most of these retail investors get that targets are where analysts think a stock may be in a year, splits don’t actually give you extra money and that stocks don’t historically return 10% a day.
If you want your stock to go up, just release some news.
TripItUp
Footballguy
Many analysts are expecting a Q1 correction, nothing major but maybe 10% S&P correction. This makes a lot of sense to me and I've strategized accordingly.
This is why I'm mostly cash and waiting for a better buying opportunity(sans crypto) hopefully in Q1. I'm forced to hold onto some of my triple digit gainers like DKNG for tax purposes, but I expect DKNG could continue to run so I'm okay holding.
I'm always looking out for the next "SI" though. I've been looking at a silver swing trade play for example.
This is why I'm mostly cash and waiting for a better buying opportunity(sans crypto) hopefully in Q1. I'm forced to hold onto some of my triple digit gainers like DKNG for tax purposes, but I expect DKNG could continue to run so I'm okay holding.
I'm always looking out for the next "SI" though. I've been looking at a silver swing trade play for example.
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TripItUp
Footballguy
The Man With No Name
Footballguy
Opened and put 2k in a Roth December 2nd, bought 2 stocks. One up 25.85%, one up 58.56%.
+$846.54 (42.39%)
Very pleased with that.
