MAS444 said:

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Any long hold buys today?

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I would consider CWH that several others posters have recently mentioned. Its trading sub $30 per-market as it has been beating down over the past few days. I like Lemonis, their CEO, and think he will keep them on the right path.

MAS444 said:

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Any long hold buys today?

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More CWH is about the only one I'm considering today or tomorrow unless we go way down (like SPY <325). CWH because this sell off is non-sensical after really good news, and today is day 3 since the downside reversal.

AAPL <100 and AMZN 2800-3000 range are no brainers if you're looking for mega stocks long term.

I sold out of my LUV this morning right under 42. Bought in right under 30 & will buy back in if it drops to mid 30s or lower.

Any thoughts from anyone on WFC? I bought a couple months right under $27 and it hasn't done anything for me. I don't have a lot so i'm not afraid to wait this one out but also wondering if anyone has any opinions on the longer term value of this one?

apple was at 108 or so briefly pre market. that seems like a good buy, but then who knows it may also get to less than 100.

i still think bios xers ($5.47 as of posting) and rdhl ($10.54) are pretty solid and have both held up well in the market instability. but of course do your own DD as bios can also infamously wake you up one morning down 70% off premarket bad pr (See ONTX)

wkhs ($26.88) also might have some upside at these levels. also nvda ($488) but again, while both of these are long term probably very good, you MIGHT be able to get better buy prices at some point soon.

Just increased my CWH here in the 30.xx's by 70% to max out what I'm willing to have in it. Clear reversal setup on both daily and hourly. Also an inverse H&S set up on the daily as long as 29 isn't breached.

30 tested 3 times and held in the past 2 days. Good enough for me. Planning to hold for awhile with some covered call sells if it gets some explosion move back up. Now time to sit back and quit worrying about it.

Too late to start a position in NVDA? It's pulled back over 16% from its all time high. They seem like a game changing company, especially if the ARM acquisition is finalized.

Yeah. Acquiring ARM is a monster ordeal.

Ole SDC staying strong during all this too.

I thought it was too late to invest in Amazon, but I bought a share a while back anyway and it's up 50% since then...

What is a realistic expectation on AAPL by years end? I saw a target if 135 from an article yesterday but that seems like wishful thinking at this point

Sounds potentially a little high, but I don't think it's totally unrealistic considering the new Watch and iPad releases and pending the new iPhone release (which people expect next month).

JesusQuintana said:

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What is a realistic expectation on AAPL by years end? I saw a target if 135 from an article yesterday but that seems like wishful thinking at this point

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Why's that? It was there just 2 weeks ago...I think if it gets close to gap fill at 96 then it's a clear buy

Not sure if I should sell my WORK shares or not. Looks like it might have hit a floor, but another bad earnings will send it lower, seems it has had two earnings plummets in a row.

Microsoft Teams is the biggest hurdle, but I believe niche products usually end up gaining most market share vs. a competition who is spread over many product lines, but MSFT is also pretty niche in enterprise productivity softwares with office integration.

bmks270 said:

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Not sure if I should sell my WORK shares or not. Looks like it might have hit a floor, but another bad earnings will send it lower, seems it has had two earnings plummets in a row.

Microsoft Teams is the biggest hurdle, but I believe niche products usually end up gaining most market share vs. a competition who is spread over many product lines, but MSFT is also pretty niche in enterprise productivity softwares with office integration.

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My biggest fear with $WORK is that MSFT iterates them into nothingness.

This thread needed a bump. Anyone adding to their ROKU position on this dip?

I'm in on AAPL at $108

What's the current sentiment towards TDOC at 200-220? I think telehealth is the future for a good chunk of our healthcare services and this bet seems to make sense to me. Looking for a gut check.

Carol Baskin said:

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What's the current sentiment towards TDOC at 200-220? I think telehealth is the future for a good chunk of our healthcare services and this bet seems to make sense to me. Looking for a gut check.

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I'm bullish, but I also got in at around 150. I do think it's got room to grow though.

Here are my long positions as of now. Plan to hold for a while:

- MTCH
- ZNGA
- WEX (ouch - long call is killing me right now)
- MSFT
- TTD
- CRWD
- AMZN
- SQ
- AMD (not sure if this will be a l-t hold for me)
- GOCO (ouch - long call is killing me right now)
- WIX (ouch)
- AAPL
- JD
- FVRR
- NVDA
- ZS
- IPHI

fig96 said:

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Carol Baskin said:

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What's the current sentiment towards TDOC at 200-220? I think telehealth is the future for a good chunk of our healthcare services and this bet seems to make sense to me. Looking for a gut check.

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I'm bullish, but I also got in at around 150. I do think it's got room to grow though.

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I wish I was in this two years ago, I should have been clued I'm when my company mentioned it as a benefit. Now I see a lot of tele-medicine competitors and I'd have to do due diligence to make sure Teledoc still has competitive advantage going forward. It could be a race to the bottom with competition. Cigna for example has their own tele service for their customers to use. Now maybe somehow it's a teledoc backed system rebranded for an insurer, that's the kind of research I would do.

PLUG at $18.22

third coast.. said:

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YouBet said:

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PLUG at $18.22

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oh my god i held that for so long and sold it back at like 8 i wish i didnt see this.

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That's like the daily ENPH update I get from my buddies. F!

Anyone still in AMD and CWH they have been making moves here shortly. Maybe AMD will finally hit $100, we'll see what the show us tomorrow. I've got CWH calls and butterflies for next week, so I'm hoping it moves closer to $38.

third coast.. said:

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YouBet said:

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PLUG at $18.22

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oh my god i held that for so long and sold it back at like 8 i wish i didnt see this.

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Who could have foreseen it though. I've had it for 20 years and it's been rolling along at near penny stock status for most of that. They get Amazon contract and boom!

AMD still my largest holdings. Not selling any time soon. 100 will be a cool checkpoint though.

Updated large long hold positions for me :

$OSTK: Current : $84.65 1 Year PT: $150 2 Year PT: $200 Avg: $72* (I'm going to avg up though)
Plan: To see it through as long as possible scalping a bit along the way

$PTON Current: $116.96 1 Year PT: $125 2 Year PT: Don't really have one Avg: $83
Plan: No 2 year PT as I think I will bail on this completely once it hits around $125

$CWH Current: $32.40 1 Year PT: $50 2 Year PT: Don't have one Avg: $29
Plan: Hoping this thing can get to $45 or so by next Spring, then will reassess

$XERS Current: $5.86 1 Year PT: $10 2 Year PT: $25 Avg: $4.65 (been in since mid $2s though)
Plan: This is a bio that has a revenue that the current PPS still hasn't realized plus pipeline stuff. I think it may get bought out or hit that 2 year PT (Hopefully)

$NVDA Current: $558.60 1 Year PT: $600 2 Year PT: $650 Avg: $483
Plan, will play it by ear but as of now will probably hold to around $625 or so and then reassess on if I want to sell all, or scalp or what.

Other smaller long holds with today's pps:

AMD 86.69
APPLE 115.08
AMZN 3,195
MSFT : 209.83
NIO: 21.56
SPAQ: 13.70
TSLA 425.30
WKHS: 24.20 (although if there is a pop with this one with the USPS contract I'll probably sell at that point)

TTT

My plan was to sell a portion of these 2022 airline leaps after stimulus 2.0 and buy them back on election volatility. Now I'm considering selling a few to take profit. I really didn't want to sell before stimulus 2.0, but I don't want to own this much in airlines on Nov 4 unless it's because I bought on another discount.

TTT

I hope this thread can keep going.

Now that we're getting towards the end of the year and through election time (which will last who knows how long), what are you people that are smarter than me buying, if anything, for long term positions?

I'm eyeing PINS, OSTK and DOCU... have always liked them all and have missed huge run ups this year, but I think all have a lot more room for growth. Perhaps it will soon be time to take some NIO profits and rebalance!

PINS is the next big thing IMO, have a small position I'm adding to. Has more than doubled for me already this year.

Long term I'm still sticking mostly to tech, holding and increasing a bit in SHOP, SQ, PINS, APPN as well as a bit into well positioned cannabis (CRLBF) and some biotech (EXEL).

EDIT: not sure how I got that emoji

Thoughts on OKTA?

I like both OKTA and CRWD, have a bit in each than I'm slowing adding to. I think mobile security and remote working is going to be great for that line of business in upcoming years.

Any thoughts on DIS (long) into earnings next week? Numbers sure to be horrendous year over year but can they beat estimates and guide up?

Ttt