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Stock Advice Thread

I've been steadily boring the past year except during the March lows. Added another REIT yesterday INVH, a recommendation from @ReformedBroker. Want to buy more lower.
 
One I got into yesterday, VIVO, already up 7%, insider buying, too, nothing exciting with my other new picks.
 
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The more I read about Quicken going public, the more I'm interested. Apparently the billionaire behind Quicken is part of Giving Pledge that Buffett is involved in and the 2 guys know each other fairly well.
 
The more I read about Quicken going public, the more I'm interested. Apparently the billionaire behind Quicken is part of Giving Pledge that Buffett is involved in and the 2 guys know each other fairly well.
Yeah Dan Gilbert also owns the Cleveland Cavaliers and is the chairman of Jack Entertainment, formerly Rock Gaming.
 
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tenor.gif
 
Just reported that if Biden wins, he is going to make Warren his Treasury Secretary. The stock market is done as we know it if this happens.
I am making a list of green stocks, a very short one unless somebody on the board can guide me.
 
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I’m out for now, didn’t have many shares and I’m an old fart.


I’ve never owned Facebook because I don’t understand the moat and business model of surviving solely off advertising.......however, it’s one of the biggest companies in the US and is actually well run in terms of free cash flow, etc. I didn’t know if this would be a good time to buy in or not.
 
Advertisers have 2 online options and FB is one of those. I've been long but never a user. That would be crazy. lol
James, it got me in contact with several childhood friends. It’s like a sports board, avoid the controversial posts if wanting to avoid them. BTW, I just bought some APPS, advertising related and I like it better than TTD for now.
 
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I’ve never owned Facebook because I don’t understand the moat and business model of surviving solely off advertising.......however, it’s one of the biggest companies in the US and is actually well run in terms of free cash flow, etc. I didn’t know if this would be a good time to buy in or not.
I’ve owned it more than once, I get scared out of that stock too easily, might make you rich once he gets through his recent advertisers’ displeasure.
 
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What's the feeling towards airline stocks, particularly AA? Feels like something that will pop back up in a year or two. Is it worth buying now and holding for a while?
 
What's the feeling towards airline stocks, particularly AA? Feels like something that will pop back up in a year or two. Is it worth buying now and holding for a while?
No clue, believe vehicles a better bet, though I haven’t bought anything related yet.
 
What's the feeling towards airline stocks, particularly AA? Feels like something that will pop back up in a year or two. Is it worth buying now and holding for a while?



I think airlines will bounce back within a yr or two. And I think there’s potential to make a lot of money. Couple things IMO.....

1. 2nd quarter earnings are getting ready to be released. I likely won’t buy anything until I see how the market reacts to these. I wouldn’t be surprised if prices drop even more. However, if the market drops I’ll focus my money elsewhere......thinking I can buy into Airlines in time

2. There are some analysts who feel that at least 1 significant airline will go bankrupt. American Airlines is the one that I’ve heard mentioned. Now, this could be a load of hogwash, but it could mean something.

3. I feel the best plays are Delta and/or Southwest. Delta is the largest airline and has the most assets. They don’t have the best balance sheet but they bring a lot to the table. Southwest is the best run and easily has the best balance sheet.
 
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I think airlines will bounce back within a yr or two. And I think there’s potential to make a lot of money. Couple things IMO.....

1. 2nd quarter earnings are getting ready to be released. I likely won’t buy anything until I see how the market reacts to these. I wouldn’t be surprised if prices drop even more. However, if the market drops I’ll focus my money elsewhere......thinking I can buy into Airlines in time

2. There are some analysts who feel that at least 1 significant airline will go bankrupt. American Airlines is the one that I’ve heard mentioned. Now, this could be a load of hogwash, but it could mean something.

3. I feel the best plays are Delta and/or Southwest. Delta is the largest airline and has the most assets. They don’t have the best balance sheet but they bring a lot to the table. Southwest is the best run and easily has the best balance sheet.

Good stuff man! Aside from my retirement accounts, I only have AMD stock. I realized I had about $130 sitting in a money market account doing nothing and figured I'd buy something with it. AMD is a bit too high for me.. I'd like I take a stab at something else.
 
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Think you’ll get a chuckle out of this one, I bought a wimpy 10 shares of a hot one recently that isn’t working yet, FSLY, rather complex I would say as to its function:

“When you browse a website, it fetches the data from server. Typically, these documents, images, video files are hosted in storage, files system etc. If user location is far apart from these servers, there would be a little latency accessing these files due to network and distance. This latency may go higher with concurrent massive users. How about these data is cached close to you? Fastly and other CDN (content delivery network) companies provide Edge locations for caching these data. With so many e-commerce site, every microsecond is costing them. Fastly is broadly accepted solution for may big companies including Shopify and Airbnb.”

This morning on Yahoo under FSLY some poor soul in View All Posts posted this:
Can someone explain in simplified terms, what business is Fastly into? Cloud space but additional details would help.

The short terse reply by another poster was:
They make chocolate.:(:p
 
Think you’ll get a chuckle out of this one, I bought a wimpy 10 shares of a hot one recently that isn’t working yet, FSLY, rather complex I would say as to its function:

“When you browse a website, it fetches the data from server. Typically, these documents, images, video files are hosted in storage, files system etc. If user location is far apart from these servers, there would be a little latency accessing these files due to network and distance. This latency may go higher with concurrent massive users. How about these data is cached close to you? Fastly and other CDN (content delivery network) companies provide Edge locations for caching these data. With so many e-commerce site, every microsecond is costing them. Fastly is broadly accepted solution for may big companies including Shopify and Airbnb.”

This morning on Yahoo under FSLY some poor soul in View All Posts posted this:
Can someone explain in simplified terms, what business is Fastly into? Cloud space but additional details would help.

The short terse reply by another poster was:
They make chocolate.:(:p

Hot damn, it's like that stock took off BECAUSE of Covid. Nice. It went from 11 bucks to 80's in 4 months.

It's not a new technology, as far as I'm aware. CDN's and content caching is important for today's websites. I probably should try and /learn/invest in more tech stocks..
 
Hot damn, it's like that stock took off BECAUSE of Covid. Nice. It went from 11 bucks to 80's in 4 months.

It's not a new technology, as far as I'm aware. CDN's and content caching is important for today's websites. I probably should try and /learn/invest in more tech stocks..
Since I have trouble with the complexity, I prefer buying about 10 shares of those, watch stock movements and articles before putting more money into them, have several like that in hot tech and a few medical.
 
FSLY is a Covid play recently identified by Cramer. It's tough to buy these kinds of names minus earnings and after huge gains. But Covid-19 isn't just disappearing in this country either and the company apparently touches a diverse set of sectors. Including recovery ones like travel and hospitality.
 
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I think airlines will bounce back within a yr or two. And I think there’s potential to make a lot of money. Couple things IMO.....

1. 2nd quarter earnings are getting ready to be released. I likely won’t buy anything until I see how the market reacts to these. I wouldn’t be surprised if prices drop even more. However, if the market drops I’ll focus my money elsewhere......thinking I can buy into Airlines in time

2. There are some analysts who feel that at least 1 significant airline will go bankrupt. American Airlines is the one that I’ve heard mentioned. Now, this could be a load of hogwash, but it could mean something.

3. I feel the best plays are Delta and/or Southwest. Delta is the largest airline and has the most assets. They don’t have the best balance sheet but they bring a lot to the table. Southwest is the best run and easily has the best balance sheet.

What about Oil if you plan on holding long term? XOM looks tempting but they may cut their dividend like Shell did.
 
What about Oil if you plan on holding long term? XOM looks tempting but they may cut their dividend like Shell did.


Oil has always been a cyclical industry.....hence the reason for the really nice dividends. I think you can rest assured that if you jump into this sector that the price WILL go back up. The questions are more "when and how much?"

It's also a global industry. For example, a country on the other side of the Earth might not have too much impact on Southwest Airlines..........but could have a big impact on Exxon. My gut is that oil will be a slow, steady climb back to recovery over the next couple of years as the world slowly returns to oil usage.

RDS and XOM are probably the best plays......but BP isn't terrible either. It's a bummer about the dividends....this is one thing where investing in oil has always been beneficial.....buy on the low cycles, sell when it rises, enjoy the dividends on the way. Currently I hold small positions in RDS-A and XOM.
 
Oil has always been a cyclical industry.....hence the reason for the really nice dividends. I think you can rest assured that if you jump into this sector that the price WILL go back up. The questions are more "when and how much?"

It's also a global industry. For example, a country on the other side of the Earth might not have too much impact on Southwest Airlines..........but could have a big impact on Exxon. My gut is that oil will be a slow, steady climb back to recovery over the next couple of years as the world slowly returns to oil usage.

RDS and XOM are probably the best plays......but BP isn't terrible either. It's a bummer about the dividends....this is one thing where investing in oil has always been beneficial.....buy on the low cycles, sell when it rises, enjoy the dividends on the way. Currently I hold small positions in RDS-A and XOM.

XOM hasn't cut the dividend yet, Shell obviously destroyed their dividend because the POS CEO has caved into the Green Revolution. XOM is an aristocrat, so I'd expect them to hold out all year before maybe cutting next year if we don't recover.
 
I like the info on energy and oil. If I didn't want to invest in one single company, is there a good ETF or Index fund that has a few of these guys in it, that's worth investing in?

I tend to believe COVID is being made out to be worse than it is. If cases go up, but deaths are still decreasing, it seems to me we are climbing out of this, and not headed for more shutdowns. In which case, I'd rather buy now before the media is like "oops, we tried to make this bigger than it was.."
 
With Buffet going heavy into natural gas despite his political leanings, that would be an area to buy dividend and growth stocks one would think, maybe more so than oil, IMO.
 
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