Talking Stocks 2.0

[trippinjimmy]

Originally Posted by AshCashEmAll

Any recommendations on dividend stocks I can buy into? I liked this article thanks for sharing !


Sent from my iPhone using Tapatalk

Another idea


Sent from my iPhone using Tapatalk

[JParm]

As we've discussed previously, without 1.) a vaccine or 2.) a stimulus package, there really isn't much news to move the markets higher. The action from the last few days I think validates that.

Things could change with earnings coming up but again, a lot of the upside could already be baked in in terms of stock price (at least in tech, anyway).

[scarlet knight]

I get the feeling that Monday’s downslide was coming from the realization that the Senate is not going to pass the Pelosi/Mnuchin plan on stimulus and the herd immunity strategy will double the deaths.

[JWD531]

Originally Posted by scarlet knight

I get the feeling that Monday’s downslide was coming from the realization that the Senate is not going to pass the Pelosi/Mnuchin plan on stimulus and the herd immunity strategy will double the deaths.

Market has moved about 0.6 to 0.7 ish % on stimulus news. Just noise IMO.


Sent from my iPhone using Tapatalk

[beshannon]

More earnings on tap

Intel, IBM, Netflix, Moderna - 5 Things You Must Know Tuesday

https://www.thestreet.com/markets/5-...tuesday-102020

PM beat on earnings and INTC sold its Nand memory unit to focus on core business. PG had both a beat and a raise

I am long PM and INTC

sitting tight here as I believe we churn for the next two weeks

[brandrea]

Just revisiting this thread from when it all started ....

I suppose there were some “generational opportunities” here afterall

Carry on.

[beshannon]

Originally Posted by brandrea

Just revisiting this thread from when it all started ....

I suppose there were some “generational opportunities” here afterall

Carry on.

[JParm]

https://www.marketwatch.com/story/te...S%3D1603194583

JP Morgan says the good news from tech might be at its peak, even with big potential earnings beats.

While I don't disagree with the assessment (similar to what I posted about SE yesterday), there still isn't anything out there that I'd rather rotate into at the moment. Staying heavy in tech.

[beshannon]

Originally Posted by jpeezy14@hotmail.com

https://www.marketwatch.com/story/te...S%3D1603194583

JP Morgan says the good news from tech might be at its peak, even with big potential earnings beats.

While I don't disagree with the assessment (similar to what I posted about SE yesterday), there still isn't anything out there that I'd rather rotate into at the moment. Staying heavy in tech.

My takeaway is this, tech will be just fine.

I believe however, that in order for them to continue higher and justify the valuations they need earnings growth and scale. Both of which will be tough in the current environment. Longer term, yes.

[JParm]

Originally Posted by beshannon

My takeaway is this, tech will be just fine.

I believe however, that in order for them to continue higher and justify the valuations they need earnings growth and scale. Both of which will be tough in the current environment. Longer term, yes.

I agree.

I do think that they're very top-heavy at the moment and the upside is minimal short-term, especially in this environment.

As a long-term investor, I'm more about staying in the market and accumulating shares versus constant moves in and out - thus the reasoning for staying in vs. rotating into beaten-down cyclical names (airlines, hotels, retail, etc).

[AshCashEmAll]

How does everyone feel about T at its current price it’s the lowest it’s been in a very long time. Great dividend payout too. Thoughts?


Sent from my iPhone using Tapatalk

[trippinjimmy]

Originally Posted by AshCashEmAll

How does everyone feel about T at its current price it’s the lowest it’s been in a very long time. Great dividend payout too. Thoughts?


Sent from my iPhone using Tapatalk

I have a small position and will most likely routinely add to it incrementally as long as its dividend continues to increase.

What are your goals? If it’s long term buy and hold or income generation, I think it’s decent. If you’re trading or looking for growth, probably not for you. Ymmv.


Sent from my iPhone using Tapatalk

[JParm]

Originally Posted by AshCashEmAll

How does everyone feel about T at its current price it’s the lowest it’s been in a very long time. Great dividend payout too. Thoughts?


Sent from my iPhone using Tapatalk

Originally Posted by trippinjimmy

I have a small position and will most likely routinely add to it incrementally as long as its dividend continues to increase.

What are your goals? If it’s long term buy and hold or income generation, I think it’s decent. If you’re trading or looking for growth, probably not for you. Ymmv.


Sent from my iPhone using Tapatalk

Agree with Jimmy here - decent dividend, but not something that I'm buying into as someone interested in growth.

Not enough upside for me and can make my money work elsewhere - but again, I'm not into dividend stocks at the moment.

[JParm]

Added to U here. Recent IPO (breaking my rule on IPOs again), but not a young company.

Link below is a good listen if you've got 30 minutes to kill.

https://www.fool.com/investing/2020/...ed-to-know-ab/

[JParm]

https://www.cnbc.com/2020/10/20/snap...s-q3-2020.html

NFLX misses while SNAP reports a surprise profit. No position in either, but the upward push from SNAP is affecting FB and PINS in a big way for me. Gotta love earnings season...

[beshannon]

Originally Posted by AshCashEmAll

How does everyone feel about T at its current price it’s the lowest it’s been in a very long time. Great dividend payout too. Thoughts?


Sent from my iPhone using Tapatalk

I have sold my position in T

While the dividend is safe (for now) their long term prospects are poor. They seem to have no idea how to grow, pay own debt and unload Direct TV.

Quit Wasting Your Time With AT&T

https://seekingalpha.com/article/437...our-time-and-t

[beshannon]

Netflix, Tesla, Snap and Stimulus - 5 Things You Must Know Wednesday

https://www.thestreet.com/markets/5-...dnesday-102120

I am watching TSLA earnings and could add NFLX below 500 but I am not in a rush as we are at the top of this trading range so close to major events happening.

[JParm]

https://seekingalpha.com/news/362411...rnings-blowout

PINS receives and upgrade and continues to shoot after the SNAP earnings beat yesterday.

https://www.cnbc.com/2020/10/21/goog...bet-stock.html

If you're concerned about the anti-trust issues with GOOGL, FB, etc. - don't be. While day-to-day news might affect the stock price, in the long term these businesses will be just fine. 1.) a break-up would take years, if it were to even happen and 2.) if it did happen, it would unlock the more valuable parts of each company anyway.

As a shareholder, I'm happy either way.

[JParm]

https://www.marketwatch.com/story/th...S%3D1603282067

Deutsche calls for the market to fall over the next year - 3100 S&P target (we're currently right above 3400).

Even still, they call for growth over value stocks in this TINA trade.

Hunyh said the bank is still recommending growth over value stocks. Technology sector earnings that are due to come over the next two weeks will show further evidence that those companies have benefited from the coronavirus pandemic, benefiting from the trends toward e-commerce, digital entertainment, and working from home. Deutsche Bank is still cautious toward value stocks — automobile makers have been hurt both by the economic hit from the pandemic as well as the transition toward electric vehicles, and banks are struggling with the lower interest rates for longer environment..

[Rolxism]

Lets go $tsla earnings !

[JParm]

https://www.cnbc.com/2020/10/21/astr...tudy-dies.html

For every bit of good vaccine news, bad seems to follow in short time.

Flat day today as the market can't seem to decide where it wants to go over the last few days.

[JWD531]

Originally Posted by jpeezy14@hotmail.com

https://www.cnbc.com/2020/10/21/astr...tudy-dies.html

For every bit of good vaccine news, bad seems to follow in short time.

Flat day today as the market can't seem to decide where it wants to go over the last few days.

This is also historically the weakest week in October, so not too surprising that many stocks are taking a break or pulling back a bit.


Sent from my iPhone using Tapatalk

[AshCashEmAll]

Oh fsly...


Sent from my iPhone using Tapatalk

[JParm]

Originally Posted by AshCashEmAll

Oh fsly...


Sent from my iPhone using Tapatalk

I was a bit off with the 86/87 base, but if you look at the chart, 78 has been a solid support since July. I would be VERY surprised if it breaks past that level based on last weeks news. I think we're oversold here.

I'm not concerned - I'm past Q3 and actually looking forward to what Q4 / Q1 2021 brings to the table with the Signal Sciences acquisition. I added calls today to go along with my long position.

I also added to MELI in anticipation of the holiday season.

[RyanO]

I realize it’s never easy to make money, but this market is becoming frustrating...


Sent from my iPhone using Tapatalk

[logo]

Originally Posted by jpeezy14@hotmail.com

I was a bit off with the 86/87 base, but if you look at the chart, 78 has been a solid support since July. I would be VERY surprised if it breaks past that level based on last weeks news. I think we're oversold here.

I'm not concerned - I'm past Q3 and actually looking forward to what Q4 / Q1 2021 brings to the table with the Signal Sciences acquisition. I added calls today to go along with my long position.

I also added to MELI in anticipation of the holiday season.

I would agree it’s slightly oversold, but there probably won’t be FSLY-specific catalysts to push it higher until earnings is my guess. I think that while the earnings miss was small, the damage it did to investor confidence in management and confidence in their revenue model is what has sunk it so bad. A good conference call will go a long way here. I’m watching the 75 level pre-earnings; always seems to be one day where they dip below there into 72-74 territory before the next pump and dump. It’s a real shame what RH has done to this stock’s chart.

[JWD531]

Originally Posted by logo

I would agree it’s slightly oversold, but there probably won’t be FSLY-specific catalysts to push it higher until earnings is my guess. I think that while the earnings miss was small, the damage it did to investor confidence in management and confidence in their revenue model is what has sunk it so bad. A good conference call will go a long way here. I’m watching the 75 level pre-earnings; always seems to be one day where they dip below there into 72-74 territory before the next pump and dump. It’s a real shame what RH has done to this stock’s chart.

I am targeting the base at 72-74 as well.


Sent from my iPhone using Tapatalk

[JParm]

Originally Posted by logo

I would agree it’s slightly oversold, but there probably won’t be FSLY-specific catalysts to push it higher until earnings is my guess. I think that while the earnings miss was small, the damage it did to investor confidence in management and confidence in their revenue model is what has sunk it so bad. A good conference call will go a long way here. I’m watching the 75 level pre-earnings; always seems to be one day where they dip below there into 72-74 territory before the next pump and dump. It’s a real shame what RH has done to this stock’s chart.

I don't disagree - this might be the top for awhile, barring a stellar earnings call next week. I'm ok with that as a long-term and with my cost basis; willing to wait it out over the next few quarters.

And definitely agree with the RH comment, both in terms of this stock and the broader market overall.

[Duey]

Originally Posted by jpeezy14@hotmail.com

but if you look at the chart, 78 has been a solid support since July.

But if you just go back 30 days more to June, only 30 DAYS, it's in the $40's.
And if you go back 60 days to May it's in the $30's .

That's the one big issue I've got with FSLY today and I think a lot of other investors are seeing it too ...

[JParm]

Originally Posted by Duey

But if you just go back 30 days more to June, only 30 DAYS, it's in the $40's.
And if you go back 60 days to May it's in the $30's .

That's the one big issue I've got with FSLY today and I think a lot of other investors are seeing it too ...

This is no different than many growth stocks - take a look at TWLO, DOCU, SQ, CRM, etc. around the same period up to now.

I don't disagree that the run-up in FSLY was way too quick, especially when it was in the 120's - but there's also reasons for growth and high valuations in stocks like these.