OT: Stock trading | Page 71 | The Boneyard

OT: Stock trading

Matrim55 said:
This is what Irvine and Emeryville look like out in California. And they've done something similar in Harrison, NJ outside of Red Bull Arena.

More affordable housing is a good thing for society even if it's in a mall IMO.
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Emeryville. I like it. They should have a Big Red Bull Arena.
 
huskyinfl said:
Wary of financials? Why? Rates have to go up at some point. Bought in 2-3 months ago. I think they are undervalued. Still haven't rebounded to pre March levels.
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Just as all IT, energy, RE, or any other sector-specific companies are not created equally, clearly all financials are not identical in business, financial condition, etc. Apr/May, JP, USB, ALLY, MS, SCHW, BK, and PYPL sufficiently bounced off of Mar lows to entice buying; less so yet bought bit of BLK, KKR and BLX anticipating far less gradual upside.

Come May/Jun this year, will likely take some LT profits of all but PYPL to breakeven and will hold remaining shares of each other "financial". Not planning to sell any PYPL. On the other hand, also wouldn't have touched WFC with anyone's through fall.

Not financials, but some decade my massive loss EKSO may magically break even and overvalued GE shares may gradually pop on medical equipment, turbine/power, eventual aviation returns. Absent needing to balance gains some year, unlikely to sell either. Anyone want some EKSO? ;) Beauty lies in the eyes of the beholder.
 
Da_Aisijimo_Gou said:
Just as all IT, energy, RE, or any other sector-specific companies are not created equally, clearly all financials are not identical in business, financial condition, etc. Apr/May, JP, USB, ALLY, MS, SCHW, BK, and PYPL sufficiently bounced off of Mar lows to entice buying; less so yet bought bit of BLK, KKR and BLX anticipating far less gradual upside.

Come May/Jun this year, will likely take some LT profits of all but PYPL to breakeven and will hold remaining shares of each other "financial". Not planning to sell any PYPL. On the other hand, also wouldn't have touched WFC with anyone's through fall.

Not financials, but some decade my massive loss EKSO may magically break even and overvalued GE shares may gradually pop on medical equipment, turbine/power, eventual aviation returns. Absent needing to balance gains some year, unlikely to sell either. Anyone want some EKSO? ;) Beauty lies in the eyes of the beholder.
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Wüt? I was just wondering why husky hawk felt this way when signs point to the opposite. He said he was wary of the sector - not any individual asset per se. You also have no reason - just your plan to sell PayPal at an arbitrary date. What's the catalyst to sell in may/june ?
 
huskyinfl said:
Wüt? I was just wondering why husky hawk felt this way when signs point to the opposite. He said he was wary of the sector - not any individual asset per se. You also have no reason - just your plan to sell PayPal at an arbitrary date. What's the catalyst to sell in may/june ?
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Depends on account types and analysis of individual companies, but belief then and in retrospect each the companies bought in Apr-May were markedly oversold anticipation of selling some shares to take breakeven after year, likely redeploy freed up $ to then reallocate perceived alternatives with greater upside.

Never suggested selling all shares, nor current intent to sell PYPL, but somehow keeping of companies still viewed favorably, selling some shares, and continuing to hold other shares with breakeven+ value worked well enough for >3 decades with tax deferred and non alike. If the overall S&P tanks, my accounts are partially hedged and/or I’ll hold longer, or potentially buy more shares dependent on company.
 
LIuconn said:
Why do you like PayPal so much? I have a few shares too
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Belief in company, analysis supported buying in May, closest to mobile payment apps used for decade overseas, more exp then using PYPL than SQ, crypto currency upside potential. Just one take. Could prove to be absolutely wrong!
 
HuskyHawk said:
Agree. I think the physical landscape of many communities is going to change more than people may currently expect. Unfortunately, I don't know who in the real estate and construction space is actually positioned to capitalize on this. Office space can become residential, some brick and mortar retail can become local distribution/warehousing centers. Amazon hired around 450k people last year.
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True. I should have added construction as an issue- it’s a nightmare and cost prohibitive- not to mention not knowing when any subs may chose the show up-right there with banks. But nothing good is easy- at least not in my experience.
 
HuskyHawk said:
Quality Colocation facilities are undervalued in my opinion. But I get the sense that there are people in finance who don't really quite get what is happening. Some certainly do. Data warehouses aren't physical things. Hardly hear that word much anymore ...

That ARK video really maps closely to what I hear. But it omits some things. You want to run autonomous electric cars and trucks? Ok. What does that require, aside from improved software and batteries? It requires robust 5G, and it requires distributed (Edge) computing that can bring the latency down to times that won't result in those vehicles killing people. The amount of compute and data storage required for this future is simply staggering. And Amazon shows us just how much warehouse space you need for ecommerce. All those empty K-Mart plazas can become distribution centers.

It's going to be an interesting ride.
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Always helpful for a person in the tech sector with markedly more insight and contact with sector knowledge leaders than many others to shed light for the far less informed (e.g., absolutely me).

Alas, it wasn’t entirely crazy buying some ARKK in June-July. On dips going forward: ST? MRVL/ IPHI? IZRL?
 
Da_Aisijimo_Gou said:
Belief in company, analysis supported buying in May, closest to mobile payment apps used for decade overseas, more exp then using PYPL than SQ, crypto currency upside potential. Just one take. Could prove to be absolutely wrong!
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I got into PYPL around $80 or so once I realized they owned Venmo. All the cool kids are using it.
 
Slasher said:
UAVS popping again, and TSLA with an expected drawback. QS is having a nice little run. First day I don't have any regrets about swapping my DIS for QS.
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Still like UAVS in the long run but the last week and a half has caused me to drink.
 
HuskyHawk said:
They updated their S1 this morning. 300 million shares. 60 million not subject to lockup, so can be sold immediately.
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Ahh, the fun first few months after a SPAC merger completes. Dilution galore as the insiders take their money and run. And look forward to a bunch more when the warrants get called and everyone has to exercise turning them into more shares. Crazy thing is that this is all well understood thanks to all of the filings, but the market never seems to price any of it in. Then, when it happens, boom. I've seen this same pattern play out with numerous SPAC mergers. Enjoy the buying opportunities coming - if you believe in the underlying company.
 
QS was back up today, but still needs a long run to get back where it was just a week ago. QS is the new TSLA. It's going to go up and down like crazy over the next 12-24 months.
 
tentoes4rings said:
Bought FUTU yesterday and it went up over 9 today! Being hailed as the Chinese Robinhood. Worth keeping your eyes on.
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After the NYSE's reported intent to delist mainland telcoms (before apparently reverting back again AH, FUTU traded up Tuesday with almost everything on the HKEx and SSE and SZ on the mainland. In both ridiculously competitive markets, most mainland and even most expensive local local HK brokerage firms are rubbish. A few new bells and whistles may entice some people to try Tu. East Money's the most robust mainland newish app, but it's currently unavailable to US investors or traders. Good luck.
 
What's everyone's opinion on Tesla these days? I'm a huge fan (I've had a Model 3 since 2018) and I've been a stockholder since 2016 (I wish in a lot bigger quantities of course!) How can this stock keep continuing to run? I'm growing concerned it's too much of my portfolio and it's sky high ridiculous valuation can't last forever.

When I bought Tesla in my IRA (a rollover 401k), it was 3% of my IRA. It is now 99% (I haven't invested an additional penny to my IRA). In my brokerage account, it was about 5% and now it's 25%.
 
I don't want to start another thread, but does anyone have Key Bank? If yes, how is it?
 
UConnSwag11 said:
I don't want to start another thread, but does anyone have Key Bank? If yes, how is it?
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Bought KEY late Mar-Apr given conservative lending, book value, and high yield (still ~4%). Added since only on dips <15, but KEY remains among few US regionals analysts view as slightly undervalued.

Alternatives: Hold/like USB on good dips. Ally, yet overvalued now? North of the border: RY, TD, CM?
 
Da_Aisijimo_Gou said:
Bought KEY late Mar-Apr given conservative lending, book value, and high yield (still ~4%). Added since only on dips <15, but KEY remains among few US regionals analysts view as slightly undervalued.

Alternatives: Hold/like USB on good dips. Ally, yet overvalued now? North of the border: RY, TD, CM?
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Thanks for the info. I should’ve specified as I’m looking for a new bank
 
Da_Aisijimo_Gou said:
Bought KEY late Mar-Apr given conservative lending, book value, and high yield (still ~4%). Added since only on dips <15, but KEY remains among few US regionals analysts view as slightly undervalued.

Alternatives: Hold/like USB on good dips. Ally, yet overvalued now? North of the border: RY, TD, CM?
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I liked pbct but huge leap today
 
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