Economy stonks v9, bubble yum

[rob mafia]

Douchebags liking something is a very strong endorsement tbh. Douchebag stocks usually slay (Penn, Tsla etc...)

i don't think he likes it. i think he was desperate for a job.

but you could be onto something. the flipside, though... is crossfit was pretty damn douchey, but it seemed to always be kinda niche.

 

[44nutman]

Looked at my portfolio this morning and saw BEEM and was like did I get drunk and buy this stock and forgot all about it. It used to be HCAC and I was confused for about 5 minutes.
BEEM is up 12% today and looks to be the new EV darling. Thanks to whomever posted that one on here.

 

[brackis1]

i don't think he likes it. i think he was desperate for a job.

but you could be onto something. the flipside, though... is crossfit was pretty damn douchey, but it seemed to always be kinda niche.

Hmm that in someways plays to the thesis actually (e.g. who is hiring? potentially booming high margin biz not the shitty one).
My sister says she knows some lululemon girls who love it and I just saw some random guy I know in Australia posing for workout pics in some gym with their logo on the wall.

 

[brackis1]

Looked at my portfolio this morning and saw BEEM and was like did I get drunk and buy this stock and forgot all about it. It used to be HCAC and I was confused for about 5 minutes.
BEEM is up 12% today and looks to be the new EV darling. Thanks to whomever posted that one on here.

That was me. I forgot to stick with it thinking it might dip again before a reload

On the positive side I had some shares of IPOB which ripped 20% today on an OpenDoor merger that I just cashed out

 

[44nutman]

That was me. I forgot to stick with it thinking it might dip again before a reload

On the positive side I had some shares of IPOB which ripped 20% today on an OpenDoor merger that I just cashed out

Thanks I am in at 10.75.

 

[rob mafia]

Looked at my portfolio this morning and saw BEEM and was like did I get drunk and buy this stock and forgot all about it. It used to be HCAC and I was confused for about 5 minutes.
BEEM is up 12% today and looks to be the new EV darling. Thanks to whomever posted that one on here.

it used to be EVSI (envision solar, a charging company), but yeah. i don't know why it's up so much today (aside from the obvious of the new ticker)

Thanks I am in at 10.75.

you're welcome. <[analyzed}>

i owed you one for fcel, iirc, anyway. lolz


speaking of solar, MAXN is getting hammered. i might make a play on it (again, i was buying at ~19 and selling at ~21), it's down to ~16.50. iirc, it should be at appx $29 based on the valuation at the split from spwr. and it looks like options finally went live today

 

[44nutman]

it used to be EVSI (envision solar, a charging company), but yeah. i don't know why it's up so much today (aside from the obvious of the new ticker)



you're welcome. <[analyzed}>

i owed you one for fcel, iirc, anyway. lolz

Thanks. Yeah I just figured it out. I am like WTF is this BEEM, I got that one from you and HCAC from @brackis1.
Did some research and figured it out. I was like I still have HCAC what is this BEEM on my portfolio. Last time I was drunk was Saturday thought I might have put a buy order then. Wasted a half hour trying to figure out what the fuck is going on .
Speaking of FCEL, I have been watching. I was hoping it would get back down to 2 and I would be a buyer. It was up this morning and coming back to earth after open. If It gets below 2.00, would be a buyer again. There problem is they are cash poor, and need an investor badly. I have been playing the buy low 2's sell at 3 game with them.

 

[rob mafia]

Thanks. Yeah I just figured it out. I am like WTF is this BEEM, I got that one from you and HCAC from @brackis1.
Did some research and figured it out. I was like I still have HCAC what is this BEEM on my portfolio. Last time I was drunk was Saturday thought I might have put a buy order then. Wasted a half hour trying to figure out what the fuck is going on .
Speaking of FCEL, I have been watching. I was hoping it would get back down to 2 and I would be a buyer. It was up this morning and coming back to earth after open. If It gets below 2.00, would be a buyer again. There problem is they are cash poor, and need an investor badly. I have been playing the buy low 2's sell at 3 game with them.

i had sold a dangerous amount of $2 puts on fcel for 9/18... but i bought them back yesterday for .03 (lolz). and could have got them even cheaper today, i guess.

i still have some (not many, like 20) $2.50 9/18 puts i sold that look to be getting assigned, but i got .28 for them so i'm not too concerned. i can probably wheel them for either a good return or enough premium to take care of any losses.

point being: i'm quite ok with them at $2. and i'll take them at $2.50 given the cost of calls. when i can play both ends, it's even better. it's been a great stock for selling options on.


edit: on a quasi-related note, someone just bought a pile of .50 gnus 9/25 puts from me. no idea.

 

[BIKES!]

Some colleagues are beefing into Apple. Isn't it too late, did I miss the bus?

 

[44nutman]

Some colleagues are beefing into Apple. Isn't it too late, did I miss the bus?

I am looking to buy more, but hoping it gets down below 110, but losing patience for the 110 and might jump at 112. That 4 for 1 gave me a nice stack of shares, plus dividends. I don't plan on selling for a long time, unless I really need the money, or my wife leaves me and takes half my shit.
I heard if you bought 1 share of Apple, when it first came out with dividends, splits, etc that share would be worth $28,000. They have a big share of the phone market, have a loyal base that buys all their new shit and the App store is a gold mine. They will be a good long play.

 

[BIKES!]

I am looking to buy more, but hoping it gets down below 110, but losing patience for the 110 and might jump at 112. That 4 for 1 gave me a nice stack of shares, plus dividends. I don't plan on selling for a long time, unless I really need the money, or my wife leaves me and takes half my shit.
I heard if you bought 1 share of Apple, when it first came out with dividends, splits, etc that share would be worth $28,000. They have a big share of the phone market, have a loyal base that buys all their new shit and the App store is a gold mine. They will be a good long play.

I hear you. The next phone launch will be telling, phones are still like 50% of revenue and the key to preserving and growing service. My guys see $150 in the future. Fuck it, might as well get in.

I remember in the late 90s in college I came into $5K from late relatives that my folks urged me to invest for the first time. I obviously didn't pick that online bookstore Amazon and went with the reliable Ford. Only thing smarter was deciding not to buy property in the Bay Area when I graduated.

 

[ArmenianAssasin]

I obviously didn't pick that online bookstore Amazon and went with the reliable Ford. Only thing smarter was deciding not to buy property in the Bay Area when I graduated.

 

[rob mafia]

Some colleagues are beefing into Apple. Isn't it too late, did I miss the bus?

aapl's probably still solid as a company... but i could play devil's advocate and mention a lot that could go wrong. ie: they just moved to arm and now arm's entire future is up in the air... and apple's products have been meh/lousy for a good while, which never mattered due to essentially being a cult and having a gigantic horde of hipsters that will buy stuff, regardless.

 

[BIKES!]

aapl's probably still solid as a company... but i could play devil's advocate and mention a lot that could go wrong. ie: they just moved to arm and now arm's entire future is up in the air... and apple's products have been meh/lousy for a good while, which never mattered due to essentially being a cult and having a gigantic horde of hipsters that will buy stuff, regardless.

Yeah, that was where my head is at. When they release the 12 in October with the new slim screen tech... who knows the response, and if there is actually consumer spending available. I've been wrong about tech quite consistently so perhaps going against my gut is the play.

 

[Gas121]

I also hold AAPL. I believe its still a solid long term play. The business and product is solid, although some may question how much further AAPL can go in terms of growth. They have plenty of cash and solid fundamentals. I will hold for another +5 years minimum.

TSMC has been a monster stock for me wish I had bought more of the stock, up 70%, the stock has been absolutely solid. I will probably continue to PLOW this stock for another year, the business and technology is solid. Even at the current price levels its a buy in my opinion.

Holding TSLA at $336, hope this stock keeps running until battery day. The stock is mind boggling, more suckers thinking stock is on sale until it tanks again.

Pissed I didn't load up on INO, was looking at the stock, rips another +20%, and up premarket +10%. MRNA could be a play at current levels, any fake news and it will likely pop. Seems the same pattern for these pharma stocks.

 

[HOLA]

$2 trillion market cap with Apple certainly makes one question how much more it can grow. But I was asking the same question when Apple hit $1 trillion and only 2 years later here we are.

 

[HOLA]

What does everyone's portfolio look like? Here's mine:

Berkshire Hathaway BRK.B 35.33%
Union Pacific UNP 29.76%
Mastercard MA 28.05%
Wells Fargo WFC 3.87%
Trane Technologies TT 1.27%
Phillips 66 PSX 1.14%
Patrick Industries PATK 0.89%
Waste Management WM 0.51%
Delta Air Lines DAL 0.28%
JP Morgan Chase JPM 0.24%
Ingersoll-Rand IR 0.20%
Schwab Corp SCHW 0.20%
Draft Kings DKNG 0.19%
Cash -1.91%

A little top heavy, huh? Mastercard and Union Pacific have been godsends. The reason I'm able to outperform the S&P 500. I've owned both for a decade. Berkshire I've owned around the same length of time, but it's been fairly mediocre.

Wells Fargo I initially purchased during the financial crisis, and at first I earned solid returns. Fortunately I sold 60% of my position around $60. The remainder is now at about $25 a share, after all their scandals, with an average purchase price of $30, after more than a decade! Ouch! And the cocksuckers just cut the dividend. Can't wait to flush that turd. Phillips 66 is another long-term position I fortunately unloaded most of with a good return. What I'm stuck with is below my purchase price, but the dividend is juicy at least.

Trane, Waste Management and Patrick I've been slowly dollar cost averaging into recently and intend on building into substantial positions. Want a hidden gem - check out Patrick. A very unsexy little business (which means the Robinhood hipsters stay away) that manufactures parts for boats, RVs, manufactured housing etc, that has been producing very sexy results for the last 10 years. Got down to $16 during the worst of the decline this year, bounced back up to $70, but has recently declined to about $53. Still, imo, attractively priced. Market cap is only $1.3 billion. They just started a dividend too.

The rest are more speculative positions I dabble in. Delta I fucked up with. Bought too early, didn't realize how bad Covid was going to get. Rest I've done well with, but they're only very minor positions.

 

[ArmenianAssasin]

What does everyone's portfolio look like? Here's mine:

Berkshire Hathaway BRK.B 35.33%
Union Pacific UNP 29.76%
Mastercard MA 28.05%
Wells Fargo WFC 3.87%
Trane Technologies TT 1.27%
Phillips 66 PSX 1.14%
Patrick Industries PATK 0.89%
Waste Management WM 0.51%
Delta Air Lines DAL 0.28%
JP Morgan Chase JPM 0.24%
Ingersoll-Rand IR 0.20%
Schwab Corp SCHW 0.20%
Draft Kings DKNG 0.19%
Cash -1.91%

A little top heavy, huh? Mastercard and Union Pacific have been godsends. The reason I'm able to outperform the S&P 500. I've owned both for a decade. Berkshire I've owned around the same length of time, but it's been fairly mediocre.

Wells Fargo I initially purchased during the financial crisis, and at first I earned solid returns. Fortunately I sold 60% of my position around $60. The remainder is now at about $25 a share, after all their scandals, with an average purchase price of $30, after more than a decade! Ouch! And the cocksuckers just cut the dividend. Can't wait to flush that turd. Phillips 66 is another long-term position I fortunately unloaded most of with a good return. What I'm stuck with is below my purchase price, but the dividend is juicy at least.

Trane, Waste Management and Patrick I've been slowly dollar cost averaging into recently and intend on building into substantial positions. Want a hidden gem - check out Patrick. A very unsexy little business (which means the Robinhood hipsters stay away) that manufactures parts for boats, RVs, manufactured housing etc, that has been producing very sexy results for the last 10 years. Got down to $16 during the worst of the decline this year, bounced back up to $70, but has recently declined to about $53. Still, imo, attractively priced. Market cap is only $1.3 billion. They just started a dividend too.

The rest are more speculative positions I dabble in. Delta I fucked up with. Bought too early, didn't realize how bad Covid was going to get. Rest I've done well with, but they're only very minor positions.

Too lazy to breakdown but main holding

EVV
CVS
KO
HD
TGT
FB
SPG
DIS
FOXA
LVS
KRG
DAL
WFC
KR
JWN

 

[Gas121]

Longterm investments:

AAPL
MSFT
BIGC
TSMC
JPM
RKT
SQM
MFT
PLX
ANZ
RYM

Some of these holdings are AUS/NZ. I have a few others which I am holding, a few SPAC's which I am looking to dump soon.

 

[BIKES!]

Too lazy to breakdown but main holding

EVV
CVS
KO
HD
TGT
FB
SPG
DIS
FOXA
LVS
KRG
DAL
WFC
KR
JWN

A lot of blue chips. I like the future outlook of TGT and Kroger and the rest of grocery. Covid is helping them for the long term much like the strikes in 2008 crippled them and sent everyone to Costco, TJs, Whole Foods and Amazon.

CVS is such a shit run company. Every since they abandoned tobacco products and deemphasized bev alc in favor of focusing solely on pharmacy and margining up... I would cut the losses.