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JParm · 25 August 2020, 12:25 AM

I've mentioned APPS before and I finally initiated a position today on the large dip; able to get in at $24.

Great earnings this past Q with plenty of runway left.

https://www.fool.com/investing/2020/...ted-today.aspx

RyanO · 25 August 2020, 01:07 AM

Fastly is now down after being up 7% premarket on a nice upgrade

JParm · 25 August 2020, 01:13 AM

Quote:

Originally Posted by RyanO

Fastly is now down after being up 7% premarket on a nice upgrade

Gotta love the volatility

As a long-term, no concerns. If you're in options, just make sure you're buying with far out expirations.

calh22a · 25 August 2020, 01:19 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

I've mentioned APPS before and I finally initiated a position today on the large dip; able to get in at $24.

Great earnings this past Q with plenty of runway left.

https://www.fool.com/investing/2020/...ted-today.aspx

Agree with you on APPS. Looks to have lots of potential for growth.

-dustin · 25 August 2020, 02:16 AM

Quote:

Originally Posted by -dustin

Yeah, I just snuck it in before markets closed. Didn't have high hopes for KIRK going forward towards their Q2 earnings, so bailed on that while still up 40% and moved it over to AAPL. Hopefully it was the correct call. We'll see.

Well KIRK has dropped 29% so far, on fairly high volume, after rallying about 10% Friday after hours. Both based on no news that I can find. Seems odd and random.

Xelorpepsi · 25 August 2020, 06:15 AM

Quote:

Originally Posted by RyanO

Fastly is now down after being up 7% premarket on a nice upgrade

But it has already nicely recovered compared to a few days ago where it was as low as $72 per share. It's a mid-term play anyway!

JParm · 25 August 2020, 09:55 AM

https://www.barrons.com/articles/why...?mod=hp_LATEST

Tend to agree with the author here - FB vs. CRM should have been the move into the DOW. Not really sure what moving HON in for RTX accomplishes either, but what do I know.

https://www.barrons.com/articles/fas...?mod=hp_LATEST

More info on the FSLY upgrade. Still continuing to accumulate shares in this and will be for awhile.

beshannon · 25 August 2020, 08:43 PM

Quote:

Originally Posted by jpeezy14@hotmail.com

https://www.barrons.com/articles/why...?mod=hp_LATEST

Tend to agree with the author here - FB vs. CRM should have been the move into the DOW. Not really sure what moving HON in for RTX accomplishes either, but what do I know.

I like the new DOW changes, no FB should not be in the DOW. They are an advertising company.

https://seekingalpha.com/news/360838...r-raytheon-out

CRM is a great choice given their reach across all business with their tools, RTX is no longer the same company since the merger, XOM is becoming irrelevant.

JParm · 25 August 2020, 08:54 PM

Quote:

Originally Posted by beshannon

I like the new DOW changes, no FB should not be in the DOW. They are an advertising company.

https://seekingalpha.com/news/360838...r-raytheon-out

CRM is a great choice given their reach across all business with their tools, RTX is no longer the same company since the merger, XOM is becoming irrelevant.

I don't disagree about XOM.

The RTX merger with United Tech and the consequent spinoff of Carrier and Otis actually makes Raytheon stronger, IMO. You now have a strong defense contractor with a large aerospace footprint while trimming the elevator / air conditioning components.

I figured we wouldn't agree on FB vs CRM though

beshannon · 26 August 2020, 12:05 AM

Flat day, not much news, the split euphoria seems to be wearing off.

The next two weeks will likely be very quiet ahead of Labor Day, I am holding and doing research

HippoPAPAmus · 26 August 2020, 03:45 AM

Anyone have any strong feelings re HPE heading into earnings? Been a rough few days. Months really...

Sent from my iPhone using Tapatalk

beshannon · 26 August 2020, 03:53 AM

Quote:

Originally Posted by HippoPAPAmus

Anyone have any strong feelings re HPE heading into earnings? Been a rough few days. Months really...

Sent from my iPhone using Tapatalk

https://seekingalpha.com/news/360830...rnings-preview

The stock is undervalued and the dividend is safe. Beyond that I cannot think of any reason why I would want to own this company

avidflyer · 26 August 2020, 04:03 AM

FSLY having a good bounce

RyanO · 26 August 2020, 04:13 AM

Quote:

Originally Posted by avidflyer

FSLY having a good bounce

Yeah, looks like it's consolidating above 90.

JParm · 26 August 2020, 04:18 AM

https://markets.businessinsider.com/...-8-1029531900#

Another Jack Ma darling files for an IPO.

beshannon · 26 August 2020, 07:27 AM

Salesforce soars after raising full-year outlook, shaking off pandemic

https://seekingalpha.com/news/360874...g-off-pandemic

CRM just crushing expectations, sticking with my long term hold

HippoPAPAmus · 26 August 2020, 07:48 AM

Quote:

Originally Posted by beshannon

Salesforce soars after raising full-year outlook, shaking off pandemic

https://seekingalpha.com/news/360874...g-off-pandemic

CRM just crushing expectations, sticking with my long term hold

HPE up as well. You’re having yourself a fine evening. Cheers.

Sent from my iPhone using Tapatalk

Dusko.Popov · 26 August 2020, 08:37 AM

Thoughts on Big Commerce (BigC)? Decided to buy a small 25 shares at $77 based on a rabbit hole of articles I read last week and it popped $28 a share today.

Is it in anyone’s portfolio? I’m a fan of e-commerce architecture and there may be a niche area for them to capitalize. Thinking of selling the rally but I have nightmares of when I sold 100 shares of Shopify for $90 a share after Andrew Left’s hit piece back in 2016 so I hesitate.

AshCashEmAll · 26 August 2020, 09:00 AM

Quote:

Originally Posted by Dusko.Popov

Thoughts on Big Commerce (BigC)? Decided to buy a small 25 shares at $77 based on a rabbit hole of articles I read last week and it popped $28 a share today.

Is it in anyone’s portfolio? I’m a fan of e-commerce architecture and there may be a niche area for them to capitalize. Thinking of selling the rally but I have nightmares of when I sold 100 shares of Shopify for $90 a share after Andrew Left’s hit piece back in 2016 so I hesitate.

I would actually like some insight also. Looks appealing to jump in and see where this goes.

Sent from my iPhone using Tapatalk

JParm · 26 August 2020, 09:28 AM

Quote:

Originally Posted by Dusko.Popov

Thoughts on Big Commerce (BigC)? Decided to buy a small 25 shares at $77 based on a rabbit hole of articles I read last week and it popped $28 a share today.

Is it in anyone’s portfolio? I’m a fan of e-commerce architecture and there may be a niche area for them to capitalize. Thinking of selling the rally but I have nightmares of when I sold 100 shares of Shopify for $90 a share after Andrew Left’s hit piece back in 2016 so I hesitate.

Quote:

Originally Posted by AshCashEmAll

I would actually like some insight also. Looks appealing to jump in and see where this goes.

Sent from my iPhone using Tapatalk

Have been watching since BIGC tripled at IPO.

My personal opinion only:

Overvalued here when you compare the financials to other e-commerce plays; I think part of the price action is due to the RH crowd speculating on the next big thing.

I've been watching because I'd like to add, but not after such a rocketship up right after IPO.

You all know I'm here for growth, but this one has just shot up too much, even for me. I'd like to see some quarterly results at the very least.

beshannon · 26 August 2020, 09:06 PM

Salesforce, Palantir, Hurricane Laura - 5 Things You Must Know Wednesday

https://www.thestreet.com/markets/5-...dnesday-082620

CRM now getting price target raises as analysts play catch up

https://seekingalpha.com/news/360888...beat-and-raise

JParm · 26 August 2020, 09:54 PM

https://seekingalpha.com/news/360889...-700-bull-case

Staying long in AAPL. 5G on the rise, and I read somewhere that roughly 1/3 of Apple iPhone owners will need an upgrade in the next year or 2.

https://seekingalpha.com/article/437...tinues-to-soar

More SE here again - you guys already know my top growth vehicles (FSLY, SE, TDOC in place of LVGO and now add APPS to that), but I believe it's important to continue to share articles / updates on many of these stocks to keep us all in the know.

Continue to share, gents!

beshannon · 26 August 2020, 10:10 PM

Quote:

Originally Posted by jpeezy14@hotmail.com

https://seekingalpha.com/news/360889...-700-bull-case

Staying long in AAPL. 5G on the rise, and I read somewhere that roughly 1/3 of Apple iPhone owners will need an upgrade in the next year or 2.

Agreed with this, not only the upgrade cycle and 5G but the service revenue keeps growing. I am hoping that the hot money sells after the split and I can buy back my last trim of shares.

logo · 26 August 2020, 10:24 PM

Quote:

Originally Posted by jpeezy14@hotmail.com

https://seekingalpha.com/news/360889...-700-bull-case

Staying long in AAPL. 5G on the rise, and I read somewhere that roughly 1/3 of Apple iPhone owners will need an upgrade in the next year or 2.

https://seekingalpha.com/article/437...tinues-to-soar

More SE here again - you guys already know my top growth vehicles (FSLY, SE, TDOC in place of LVGO and now add APPS to that), but I believe it's important to continue to share articles / updates on many of these stocks to keep us all in the know.

Continue to share, gents!

While I agree with the underlying motivation for the AAPL upgrade (5G, sales etc), I firmly disagree with the actual price of the upgrade - a share price of $700 puts them at a cap of 3 trillion... not justified, no where close (and don’t believe their current 2.1 valuation is justified either)...

All that said, I’m a shareholder and if they want to give me $700/share by years end I’ll happily cash out.

jaisonline · 26 August 2020, 10:27 PM

I think Apple of one of those investments you usually buy and hold. Maybe add to the position when you can. I recently sold 2/5s of my eBay shares and bought more Amazon to balance my portfolio. 5G phones along with a smaller Overall case form factor will help. Now if they can hold on to their app biz w/o giving too much away (PR and revenue-wise). Epic Games is really making a mess for Apple.

For the foreseeable future I’m still bullish on DraftKings due to their fantasy sports biz (over the online gambling aspect. Sportsbooks don’t always make a annual profit ). Obviously, this stock is a buy and hold throughout the pandemic unless you can sell at a profit to buy more at a lower cost. COVID-19 just makes this such a risky stock since the NFL's indirect participation is massive. Then there is the end user fantasy sports tax possibly issue but they can weather that.

Despite rising in price over the last month, BUD and TAP are still solid buys for the long term.

beshannon · 26 August 2020, 10:31 PM

Quote:

Originally Posted by logo

While I agree with the underlying motivation for the AAPL upgrade (5G, sales etc), I firmly disagree with the actual price of the upgrade - a share price of $700 puts them at a cap of 3 trillion... not justified, no where close (and don’t believe their current 2.1 valuation is justified either)...

All that said, I’m a shareholder and if they want to give me $700/share by years end I’ll happily cash out.

I do not disagree.

Just remember where the markets are concerned, everything overshoots to either side.

Stay focused and stick with your discipline

JParm · 26 August 2020, 10:36 PM

Quote:

Originally Posted by logo

While I agree with the underlying motivation for the AAPL upgrade (5G, sales etc), I firmly disagree with the actual price of the upgrade - a share price of $700 puts them at a cap of 3 trillion... not justified, no where close (and don’t believe their current 2.1 valuation is justified either)...

All that said, I’m a shareholder and if they want to give me $700/share by years end I’ll happily cash out.

If we can get to $700 AFTER the split, I would cash out with you!

jaisonline · 26 August 2020, 10:36 PM

Discipline is key.

Easier said than done but 100% required. A little luck is also nice :)

Quote:

Originally Posted by beshannon

I do not disagree.

Just remember where the markets are concerned, everything overshoots to either side.

Stay focused and stick with your discipline

JWD531 · 26 August 2020, 10:44 PM

Quote:

Originally Posted by jpeezy14@hotmail.com

https://seekingalpha.com/news/360889...-700-bull-case

Staying long in AAPL. 5G on the rise, and I read somewhere that roughly 1/3 of Apple iPhone owners will need an upgrade in the next year or 2.

https://seekingalpha.com/article/437...tinues-to-soar

More SE here again - you guys already know my top growth vehicles (FSLY, SE, TDOC in place of LVGO and now add APPS to that), but I believe it's important to continue to share articles / updates on many of these stocks to keep us all in the know.

Continue to share, gents!

Don’t iPhone users ALWAYS need an upgrade in a year or two?

I keed... I keed...

Sent from my iPhone using Tapatalk

logo · 26 August 2020, 10:45 PM

Quote:

Originally Posted by beshannon

I do not disagree.

Just remember where the markets are concerned, everything overshoots to either side.

Stay focused and stick with your discipline

Absolutely

Quote:

Originally Posted by jpeezy14@hotmail.com

If we can get to $700 AFTER the split, I would cash out with you!

Haha, if it’s 700 by December AFTER the split I will tattoo a portrait of Tim Apple on my forehead.

25 August 2020, 12:25 AM	#4231
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,571	I've mentioned APPS before and I finally initiated a position today on the large dip; able to get in at $24. Great earnings this past Q with plenty of runway left. https://www.fool.com/investing/2020/...ted-today.aspx __________________

25 August 2020, 09:55 AM	#4237
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,571	https://www.barrons.com/articles/why...?mod=hp_LATEST Tend to agree with the author here - FB vs. CRM should have been the move into the DOW. Not really sure what moving HON in for RTX accomplishes either, but what do I know. https://www.barrons.com/articles/fas...?mod=hp_LATEST More info on the FSLY upgrade. Still continuing to accumulate shares in this and will be for awhile. __________________

26 August 2020, 12:05 AM	#4240
beshannon "TRF" Member Join Date: Jun 2009 Real Name: Brian Location: Northern Virginia Watch: One of Not Many Posts: 17,892	Flat day, not much news, the split euphoria seems to be wearing off. The next two weeks will likely be very quiet ahead of Labor Day, I am holding and doing research __________________ IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock

26 August 2020, 04:18 AM	#4245
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,571	https://markets.businessinsider.com/...-8-1029531900# Another Jack Ma darling files for an IPO. __________________

26 August 2020, 07:27 AM	#4246
beshannon "TRF" Member Join Date: Jun 2009 Real Name: Brian Location: Northern Virginia Watch: One of Not Many Posts: 17,892	Salesforce soars after raising full-year outlook, shaking off pandemic https://seekingalpha.com/news/360874...g-off-pandemic CRM just crushing expectations, sticking with my long term hold __________________ IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock

25 August 2020, 01:07 AM	#4232
RyanO "TRF" Member Join Date: Feb 2013 Real Name: Ryan Location: DMV Watch: LVc Posts: 2,162	Fastly is now down after being up 7% premarket on a nice upgrade

26 August 2020, 03:45 AM	#4241
HippoPAPAmus "TRF" Member Join Date: Nov 2019 Location: USA Posts: 720	Anyone have any strong feelings re HPE heading into earnings? Been a rough few days. Months really... Sent from my iPhone using Tapatalk

26 August 2020, 04:03 AM	#4243
avidflyer 2025 Pledge Member Join Date: Nov 2010 Location: In the air Posts: 702	FSLY having a good bounce

26 August 2020, 08:37 AM	#4248
Dusko.Popov "TRF" Member Join Date: May 2015 Location: DC Posts: 829	Thoughts on Big Commerce (BigC)? Decided to buy a small 25 shares at $77 based on a rabbit hole of articles I read last week and it popped $28 a share today. Is it in anyone’s portfolio? I’m a fan of e-commerce architecture and there may be a niche area for them to capitalize. Thinking of selling the rally but I have nightmares of when I sold 100 shares of Shopify for $90 a share after Andrew Left’s hit piece back in 2016 so I hesitate.

26 August 2020, 09:06 PM	#4251
beshannon "TRF" Member Join Date: Jun 2009 Real Name: Brian Location: Northern Virginia Watch: One of Not Many Posts: 17,892	Salesforce, Palantir, Hurricane Laura - 5 Things You Must Know Wednesday https://www.thestreet.com/markets/5-...dnesday-082620 CRM now getting price target raises as analysts play catch up https://seekingalpha.com/news/360888...beat-and-raise __________________ IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock

26 August 2020, 09:54 PM	#4252
JParm "TRF" Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,571	https://seekingalpha.com/news/360889...-700-bull-case Staying long in AAPL. 5G on the rise, and I read somewhere that roughly 1/3 of Apple iPhone owners will need an upgrade in the next year or 2. https://seekingalpha.com/article/437...tinues-to-soar More SE here again - you guys already know my top growth vehicles (FSLY, SE, TDOC in place of LVGO and now add APPS to that), but I believe it's important to continue to share articles / updates on many of these stocks to keep us all in the know. Continue to share, gents! __________________

26 August 2020, 10:27 PM	#4255
jaisonline 2024 SubLV41 Pledge Member Join Date: Apr 2015 Location: USA Watch: 5 digit models Posts: 1,516	I think Apple of one of those investments you usually buy and hold. Maybe add to the position when you can. I recently sold 2/5s of my eBay shares and bought more Amazon to balance my portfolio. 5G phones along with a smaller Overall case form factor will help. Now if they can hold on to their app biz w/o giving too much away (PR and revenue-wise). Epic Games is really making a mess for Apple. For the foreseeable future I’m still bullish on DraftKings due to their fantasy sports biz (over the online gambling aspect. Sportsbooks don’t always make a annual profit ). Obviously, this stock is a buy and hold throughout the pandemic unless you can sell at a profit to buy more at a lower cost. COVID-19 just makes this such a risky stock since the NFL's indirect participation is massive. Then there is the end user fantasy sports tax possibly issue but they can weather that. Despite rising in price over the last month, BUD and TAP are still solid buys for the long term.

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