All things STOCKS

#6,726
#6,726
BigOrangeMojo said:
Anyone here still in NCMI....

@Carp
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I jumped out last week for a 5% loss when it spiked up. Obviously that ended up a mistake looking back. However, I rolled that money into DKNG which more than made up for my marginal loss here. I will jump back into NCMI at some point, but I'm going to wait for this crazy market to adjust itself. Still a little worried about possible shutdowns and that would send NCMI back to the low $2 range.
 
#6,727
#6,727
Carp said:
I jumped out last week for a 5% loss when it spiked up. Obviously that ended up a mistake looking back. However, I rolled that money into DKNG which more than made up for my marginal loss here. I will jump back into NCMI at some point, but I'm going to wait for this crazy market to adjust itself. Still a little worried about possible shutdowns and that would send NCMI back to the low $2 range.
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I sold today. Sold half last week and remainder today.

Sold SKT as well today @TheColdVolTruth
 
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#6,728
#6,728
Thunder Good-Oil said:
There will be room for all of the vaccine developers to have a piece. The question is how to figure out a realistic value after the dust settles and how high the peaks will be. I’m comfortable owning the syringe maker and diversified Pharma beyond COVID . But there will be bag holders on these smaller developers.
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I like the way you think
 
#6,735
#6,735
#6,738
#6,738
I’m thinking about nibbling on SNOW. Berkshire is in although it’s a small position for them. Small bite though... it trades at 100x or more revenue.

Edit: Up over 4% this morning. Putting a buy on pause at the moment.
 
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#6,739
#6,739
Jumped in on GWSO & NXTD...long holding these. Kinda new to individual stock game, been mostly an index investor.

We shall see...
 
#6,740
#6,740
Thunder Good-Oil said:
The most interesting position to me is Berkshire buying into the old Restoration Hardware (RH). Snowflake being pre-IPO doesn’t surprise me. Taking some profits in AAPL doesn’t either. Buying Kroger (KR) is interesting. Ditching Costco (COST) is a bit surprising as well.
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KR has one of the best grocery pickup apps/execution of any store I've used. Perhaps expects with lockdown more people will take advantage of that?
 
#6,741
#6,741
Thunder Good-Oil said:
I’m thinking about nibbling on SNOW. Berkshire is in although it’s a small position for them. Small bite though... it trades at 100x or more revenue.

Edit: Up over 4% this morning. Putting a buy on pause at the moment.
Click to expand...

Have they bought any since the ipo? Berkshire got in pre-ipo. I don't know if they bought any after it went public.
 
#6,743
#6,743
MoCo_Vol said:
KR has one of the best grocery pickup apps/execution of any store I've used. Perhaps expects with lockdown more people will take advantage of that?
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Apparently WB has been buying KR for nearly a year. COVID likely heavily influenced BK investing close to a billion dollars. Plus the P/E of 10x and a yield over 2%.
 
#6,745
#6,745
TheColdVolTruth said:
Have they bought any since the ipo? Berkshire got in pre-ipo. I don't know if they bought any after it went public.
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I read that Buffett probably simply let one of the 2 lieutenants buy in. One of the same guys that invested in AMZN. It’s a small piece of their total holdings. Buffett doesn’t do IPOs.
 
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#6,746
#6,746
Kinda wondering if I'm buying/moving too quickly.

I got in with PLUG at less than 19 a share....granted I didn't have a ton of shares but it's not been below 20 since.


Anyone got some good research sites/material they'd recommend?
 
#6,747
#6,747
I've got a buy order on SPWH @ $14.00 that I put in this morning. Hoping it fills at some point today. Double bottom has formed and they have earnings in a couple weeks. And obviously Christmas is coming up. Looking for at least $17 on this.

Debating on selling my $TME. I'm up 13% currently, but their ER was absolutely fantastic with over 1 billion in revenue and adding 47% more paid subscribers from the same point a year ago. I really feel like this is going to keep climbing, but I hate to lose gains.
 
#6,749
#6,749
Also, I'm still riding DKNG. In @ $40 so I'm up 20% right now. Gonna see if it can knock on $60 again. This is my largest play at the moment.
 
#6,750
#6,750
I’ll be honest, I haven’t bought shares of anything in a few weeks. The calls/puts have gotten my attention. But I lost big time on Sq and Baba calls. Lesson learned
 
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