All things STOCKS

[Go aeiou]

Wood is going to have to buy a lot of AMZN, AAPL, TSLA, and other mega-caps going forward unless she puts limits on new investors in her ETFs.

Can you still purchase shares from ARK?

 

[BigOrangeMojo]

Out of HLT, VIAC, CBRL, and MAR today. Too much, too fast.

Over 50% cash now

 

[Thunder Good-Oil]

Can you still purchase shares from ARK?

Sure. ARK F, G, K, Q, W and I think that PRNT might be actively managed as well. They haven’t launched their space ETF yet.

 

[mrorange211]

What's the deal here?

Fertilizer producer in Tampa. Trade commission announced that Morocco and Russia had unfair subsidies on their phosphate. They are expected to remove those subsidies on March 26th giving Americans companies, of which MOS is one of the biggest, much more leverage in the American ag sector. I don't like commodities much but have a invested heavily and will keep doing so.

 

[Kingston Vol]

Fertilizer producer in Tampa. Trade commission announced that Morocco and Russia had unfair subsidies on their phosphate. They are expected to remove those subsidies on March 26th giving Americans companies, of which MOS is one of the biggest, much more leverage in the American ag sector. I don't like commodities much but have a invested heavily and will keep doing so.

P/E looks good, wish the dividend were healthier.

I might take a shot.

 

[Thunder Good-Oil]

CNBC is pumping space stocks and what Wood might be putting in her ETF.

ROKT is an existing space ETF.

ROKT - SPDR S&P KENSHO FINAL FRONTIERS ETF - Holdings - Zacks.com

 

[BigOrangeMojo]

Fertilizer producer in Tampa. Trade commission announced that Morocco and Russia had unfair subsidies on their phosphate. They are expected to remove those subsidies on March 26th giving Americans companies, of which MOS is one of the biggest, much more leverage in the American ag sector. I don't like commodities much but have a invested heavily and will keep doing so.

Sounds like a lot of sh-t to me.....

I'll be here all week

 

[05_never_again]

P/E looks good, wish the dividend were healthier.

I might take a shot.

I don't even know what the point of a dividend that small is. It's far less than the yield on a 10y Treasury and rates are still near historic lows. Just reinvest that in the company.

 

[Thunder Good-Oil]

I don't even know what the point of a dividend that small is. It's far less than the yield on a 10y Treasury and rates are still near historic lows. Just reinvest that in the company.

Probably so the majority owners get a little bit of cash flow.

 

[Velo Vol]

Wood is going to have to buy a lot of AMZN, AAPL, TSLA, and other mega-caps going forward unless she puts limits on new investors in her ETFs.

There's no way to limit inflows as they are currently structured, right?

 

[05_never_again]

Probably so the majority owners get a little bit of cash flow.

Yeah, good point. Although it still kind of seems silly to pay one at or below the risk-free rate, even if you are paying a dividend purely for cash flow for the owners.

 

[Thunder Good-Oil]

There's no way to limit inflows as they are currently structured, right?

I’m not aware of any restrictions on funds deciding to close to new investors. But she makes her money from the 0.75% management fees so she’d want to have as big of a pool of AUM as possible.

 

[Go aeiou]

I’m not aware of any restrictions on funds deciding to close to new investors. But she makes her money from the 0.75% management fees so she’d want to have as big of a pool of AUM as possible.

I don't see any way to buy ARK ETFs on their website.

 

[Thunder Good-Oil]

I don't see any way to buy ARK ETFs on their website.

Buy them through a broker.

 

[05_never_again]

I don't see any way to buy ARK ETFs on their website.

You can't. You have to buy them through a broker.

Can I buy your ETFs directly through ARK? - ark-funds.com

 

[Kingston Vol]

Pretty healthy dips from Lowe's and Overstock today.

 

[Firebirdparts]

yeah, I looked at Lowes, and in fact bought it. Earnings were last night, and of course everything seems to dive after earnings. So I bought it, sold a covered call, it dived, bought the call back. Now I'll just wait for the stock to go back up. Lowes has some big swings. There is certainly a possibility that it'll seek a new setpoint when everybody thinks Covid is over. You can't normally sell options on it for any real money, only the day before earnings. It's too boring.

 

[Go aeiou]

You can't. You have to buy them through a broker.

Can I buy your ETFs directly through ARK? - ark-funds.com

So I can buy new shares through fidelity? Not existing shares Sold on a exchange?

 

[Thunder Good-Oil]

So I can buy new shares through fidelity? Not existing shares Sold on a exchange?

Fidelity is a broker, among other things.

 

[Go aeiou]

Exactly.

This was the perfect year for new investors to enter the market. I learned so many lessons and still was able to make a bunch of money, despite my mistakes. I’ll continue to adapt my trading plan as we enter a potentially new market. Still won’t be buying BAC and F like these geezers want me to, though.

I guess I qualify as a geezer. I recommended F about a year ago when it was around $5. Its up about 140%. BAC is up 35-50% in the same time period. They also pay a 2% dividend. I own both. I've been taking some profit in the last couple of weeks though.
Hopefully your current trading philosophy will continue for years, and you make a lot of money.

 

[Kingston Vol]

I am fascinated by WKHS if the price keeps coming down. Even though they didn't get the USPS contract, it seems like they are still positioned well for the EV future.

I'm specifically interested in their logistics app.

Workhorse

Workhorse | Metron

 

[Thunder Good-Oil]

yeah, I looked at Lowes, and in fact bought it. Earnings were last night, and of course everything seems to dive after earnings. So I bought it, sold a covered call, it dived, bought the call back. Now I'll just wait for the stock to go back up. Lowes has some big swings. There is certainly a possibility that it'll seek a new setpoint when everybody thinks Covid is over. You can't normally sell options on it for any real money, only the day before earnings. It's too boring.

Home Depot has had a pretty good pullback. They’re both well insulated from Amazon. HD recently pulled HD Supply back into its ownership.

 

[Thunder Good-Oil]

I am fascinated by WKHS if the price keeps coming down. Even though they didn't get the USPS contract, it seems like they are still positioned well for the EV future.

I'm specifically interested in their logistics app.

Workhorse

They need a strong relationship with Amazon if they don’t have production agreements already.

 

[mrorange211]

P/E looks good, wish the dividend were healthier.

I might take a shot.

Once the ruling comes down in their favor on the 26th, they will control 88% of the phosphate supply of NA. Phosphate prices are largely holding with Spring still to come. World supply of the product is incredibly tight. This is not to mention that their ownership in the Saudi Arabian plant has become very profitable. They beat their EPS by 3x and this is before they start cashing in on 2021.

 

[Kingston Vol]

They need a strong relationship with Amazon if they don’t have production agreements already.

Pretty cool partnership with Ryder. This electric pickup truck is one of the better-looking ones that I've seen.

Ryder & Workhorse