Esteban du Plantier said:

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ClutchCityAg said:

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Friend in financial sector turned me on to AIV as long term buy and hold. Was trading at $40/share before getting crushed on Q4 earnings in 2020. Now at $6-7/share with positive momentum.

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I think you're seeing price difference due to split on Dec 15. Current chart does not show them ever at $40

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Ah yes, you are correct. That part was my added analysis not my friend (oops), I think he still likes it regardless, as do I

Was hoping to get some input/advice on my brokerage holdings below.

For the most part I'm more of a buy-and-hold investor, but I occasionally like to throw in to a penny/meme/crypto stock just for s&g's. (Never more than 2% of my portfolio.)

Am I too heavy on tech? Suggestions?

SWPPX (S&P 500 mutual fund): 54%
QQQ: 10%
GOOGL: 8%
AAPL: 7%
UAL: 6%
LUV: 6%
ROKU: 5%
DIS: 4%
ETHE (Ethereum Trust): 0.6%

Maybe throw in SCHD for some balance. Google it, I love this etf

Brian Earl Spilner said:

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Was hoping to get some input/advice on my brokerage holdings below.

For the most part I'm more of a buy-and-hold investor, but I occasionally like to throw in to a penny/meme/crypto stock just for s&g's. (Never more than 2% of my portfolio.)

Am I too heavy on tech? Suggestions?

SWPPX (S&P 500 mutual fund): 54%
QQQ: 10%
GOOGL: 8%
AAPL: 7%
UAL: 6%
LUV: 6%
ROKU: 5%
DIS: 4%
ETHE (Ethereum Trust): 0.6%

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you're getting a lot of AAPL & GOOGL exposure in those first two picks, so you might not need to have quite so much in the individual stocks.

Counterpoint to the B&I board's favorite small cap - WWR. I thought it most appropriate to post in this thread.

Wes****er has posted plans to process 7,500 tons of graphite annually and then eventually double that https://wes****erresources.net/news-releases/2021/06/22/wes****er-bringing-innovative-graphite-processing-plant-jobs-to-alabama/

They have also discussed prices of refined graphite at $8-$11k per ton https://wes****erresources.net/minerals-portfolio/graphite-market/

Doing the math that's gross revenue of $165,000,000 annually. I doubt mining and processing are at the high end of the margin spectrum, so a good portion of that is costs. Doesn't that limit the high end valuation of the company? With current shares plus the additional shares that have been approved to sell that can make sense near current pricing. However to get to $15 or $45 the p/e ratio looks illogical. Unless I'm missing something or there are other revenue streams?

Does anyone have any input on this thread?

59, you big on Fubo? Saw your post in the other thread.

FAT SEXY said:

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Any of you guys long on $SNDL?

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not by choice

Let's talk $SOFI

SOFI next earnings announcement should be coming next week. Something to look for is how much of their student loans are in deferment. They are a student loan heavy lender and roughly half of the student loans nation wide are currently in deferment.

Quote:

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In fact, only a little more than half of federally managed student loans are currently in repayment, according to data from the U.S. Department of Education (DOE).
https://www.experian.com/blogs/ask-experian/research/student-loan-debt-and-repayment/

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That policy is set to end in Feb. I would expect to see SOFI have a significant increase in revenue coming out of the Q1 2022. Despite the recent run up I think now is still a good time to load up.

Posted this on the wrong thread but what are current thoughts on Novavax(NVAX)?

Seeing some positive news re: EUA filings.

Sully Dog said:

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Let's talk $SOFI

SOFI next earnings announcement should be coming next week. Something to look for is how much of their student loans are in deferment. They are a student loan heavy lender and roughly half of the student loans nation wide are currently in deferment.

Quote:

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In fact, only a little more than half of federally managed student loans are currently in repayment, according to data from the U.S. Department of Education (DOE).
https://www.experian.com/blogs/ask-experian/research/student-loan-debt-and-repayment/

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That policy is set to end in Feb. I would expect to see SOFI have a significant increase in revenue coming out of the Q1 2022. Despite the recent run up I think now is still a good time to load up.

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As long as we are calling out our hits and misses. Biden pushed back the repayment date on student loans and so who knows if or when this pays off.

Down 30% since my recommendation. FJB

My other two beginning of the year picks were NFLX (+12.9% YTD) and ROKU (-30.3% YTD).

I'm so heavy in ROKU my combined YTD return is like 1% in my active account. Ouch. But I guess that happens when the price triples. My cost basis is $129, I'll keep holding this stock.

S & P 500 biggest losers: (could be big gainers next year?)

PENN -42.5% YTD as of 12/30/21
GPN -37.4
LVS -37
ATVI -27.5%
MKTX -27.5
VTRS -26.8
CTXS -25.2
WYNN -23.9
FIS -22.4
IPGP -22.3
TWTR -19.7
LW -19.6
PYPL -19.2

Nasdaq 100 biggest losers:

PTON -75.9% YTD as of 12/30/21
PDD -68.3
ZM -45.4
BIDU -34.4
SPLK -31.3
DOCU -30.7
TCOM -28.7
ATVI -27.7
JD -22.4
MELI -20.5

Papa Joe said:

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Nasdaq 100 biggest losers:

PTON -75.9% YTD as of 12/30/21
PDD -68.3
ZM -45.4
BIDU -34.4
SPLK -31.3
DOCU -30.7
TCOM -28.7
ATVI -27.7
JD -22.4
MELI -20.5

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ATVI is almost looking like a discount value stock in my opinion.

What are y'all planning on buying if BaylorSpines bloody Feb or March comes to fruition? I'd be interested in getting a running list going here for folks who aren't comfortable playing the short game.

Roku
Nvda
Msft
Luv

These are my strongest convictions right now.

I recently sold my LUV and NVDA, so expect those to rocket now.

There has been quite a bit of market movement lately. I purchased plenty of VFIAX Thursday.

Hoping to have a few days to interpret the big picture, but today is ripe with red. Are any of you doing some bargain shopping this week?

Adobe (ADBE) and Atlassian (TEAM) both green today. Im invested in both of these. Like Microsoft, they don't really have any competition.

Keep an eye on Figma though, it's a rising competitor to some of Adobe's product lineup.

Bonfire1996 said:

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My biggest bets for next year are:

GS
MS
PYPL
GOOGL
ABBV
FDX
TGT

Just incredible value to be had in these stocks IMO

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have most of those and have been adding the last few weeks

Let's crowdsource the board's opinion of "end of covid" stocks, particularly ones that might hold up in the current inflationary and rising rates environment. The theoretical assumption here being that general consensus on both sides of the political spectrum would have decided covid protocols should end and we need to get back to normal. Sometimes it's a balance between beaten down stocks and ones with lower debt ratios. For instance airlines seem obvious to me and UAL has the most upside to pre-covid pricing, but it also has more debt issues than many of it's competitors. Hotels, casinos, restaurants, and cruise companies might also be off the cuff targets.

In 2020 most of my best investments were swing trades targeting multiple high upside companies in industries that were beaten down but at least somewhat recovered quickly.

IMO the banks are some of the bigger winners in higher rate environments. Though best window there has already passed.

I started purchasing WFC and RF months ago and I'm up 125% on both. Wells Fargo may have room to run because I think the CEO wants to get the dividend back to the $2-3 range

I'm in SOFI too but it hasn't had the same effect.

On the tech side I think the area of cheap startup money is over. It's going to be harder to pick the small cap tech companies so I'm leaning toward megacap blue chip techs GOOG, APPL, AMZN, MSFT etc.


That's my thesis at least we will see if it plays out or not.

I'm long pretty much everything.

So my biggest loser in my HSA account is
$RELY Remitly. Bought at $31, now about $10. Uggh. -$941 so far.
$TDOC killing me as well.

Gainers
$MGK
$VOO

Bottom fishing
$CLOV
$CWH
$TWO
$WWR 27 shares, massive $1.42 profit so far.

I I don't do any day trades, but take a look at some of the stocks they mention in the day trade stocks thread.

BS. No one has profit in WWR

JCRiley09 said:

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BS. No one has profit in WWR

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You're just jealous!
I've got $1.80 total profit on my 10 shares $CLOV too.

More than makes up for this one, right. [In my IRA]

TDOC
TELADOC HEALTH INC
(FIFO)
Lot details
12.0000

cost-$2,037.03
value-$848.88
-$1,188.15

loss= -$1,188.15

Is this from selling covered calls, selling all or a portion when the prices go up and buying shares back when they drop, or was your entry just lower price?

I've got a new trade I'm looking to initiate this coming week.

DEO (Diego Spirits)

Sitting at $202 right now. I've got the next move going to $245 range. And since it's a little rich for me, I'm eyeing the July $230 calls which closed out Friday at $2.25. I expect a small retrace early in the week and for these to drop below $2.00. If so, I'll be grabbing 5-10. Goal is to sell 60% of them once the value gets me to net free. Then let the rest ride for max gain which should be in the $10-$15 range per contract. My timeline is based on the trajectory of previous moves it's made within this same cycle. As always, I could be VERY wrong in timing. That's why it's important to go net free. The more contracts you buy up front, the quicker and more frequently you can sell chunks off to get yourself net free.

Nice goalposts there on 11/10 and 2/15...

October 240/280 spreads are 2.2ish

Bob Knights Liver said:

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Is this from selling covered calls, selling all or a portion when the prices go up and buying shares back when they drop, or was your entry just lower price?

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I'm unclear on what you are asking about $CLOV or $TDOC.

On TDOC I've LOST ~70%, but I will hold on since it is in a tax deferred account. Just trying to grin and bear it.

I don't do any options at all, much too small account.

On CLOV & WWR, I bought at really low prices.