Gregmal Posted May 20, 2021 Posted May 20, 2021 Nearly tripled my position in ALCO over the past few days. What do you do when you have maybe 10-15% potential drawdown risk and 10-100% highly probable, eventual upside? Especially with a hard asset play where drawdowns will just be temporary and simply add to the upside? Swing big. Worst scenario IMO is it continues to be dead money and pays you 72c a share(which they're about to start ramping). Cash is trash.
wabuffo Posted May 20, 2021 Posted May 20, 2021 Live shot of current new ideas landscape for me right now. wabuffo
DooDiligence Posted May 20, 2021 Posted May 20, 2021 I just bought a new beach towel & plan on averaging up tomorrow with a 12 pack of Red Stripe.
Spekulatius Posted May 21, 2021 Posted May 21, 2021 KNBE - recent IPO that I learned about in the MF Industryfocus podcast. Cybersecurity play that focuses on Training. Seemed like a timely pick after thr Colonial pipeline disaster that sure must have raised the visibility about fishing attack risks. The stock tanked after earnings and I am not quite sure why. Earnings and CC seemed fine to me.
ANP301191 Posted May 21, 2021 Posted May 21, 2021 10 hours ago, formthirteen said: More dog money for my 401 (K9): So much wow. @formthirteen you made my week, I have it on repeat
K2SO Posted May 21, 2021 Posted May 21, 2021 Could not resist starting a position in BRND.A Here's a quick overview: https://mindsetvalue.substack.com/p/the-most-valuable-greenhouse-in-america
Viking Posted May 21, 2021 Posted May 21, 2021 Interfor (iFP.TO). Lumber companies are raining cash. Will pay a $2 special dividend (with likely more to come). Supply / demand imbalance could remain in place for years (BC is not able to ramp production like it historically has dues to mountain pine beetle - in fact it will be reducing production in the coming years). The US South will become the new swing producing region but it will take years for new mills to open. Bottom line, if lumber prices stay above $1,000 for SPF into 2022 all lumber producers are going to earn obscene amounts on money. Time to do a deeper dive this weekend...
Ismael Posted May 21, 2021 Posted May 21, 2021 2 hours ago, Viking said: Interfor (iFP.TO). Lumber companies are raining cash. Will pay a $2 special dividend (with likely more to come). Supply / demand imbalance could remain in place for years (BC is not able to ramp production like it historically has dues to mountain pine beetle - in fact it will be reducing production in the coming years). The US South will become the new swing producing region but it will take years for new mills to open. Bottom line, if lumber prices stay above $1,000 for SPF into 2022 all lumber producers are going to earn obscene amounts on money. Time to do a deeper dive this weekend... Have you looked at ICLTF?
Casey Posted May 21, 2021 Posted May 21, 2021 recent buys: AMZN, FB, MSFT, V, ETSY, RBLX Nothing special just tech and ad businesses!
blindsquirrel Posted May 24, 2021 Posted May 24, 2021 Over the las couple weeks I have been buying Peloton ($PTON) and just published a write up on the company
blindsquirrel Posted May 24, 2021 Posted May 24, 2021 https://blindsquirrel.substack.com/p/peloton-the-antidote-to-laziness
rkbabang Posted May 26, 2021 Posted May 26, 2021 On 5/25/2021 at 1:52 AM, lnofeisone said: Bought back ETH and ABNB starter positions. ABNB at $81B still looks rich to me. I want to buy it at under $60B which would be somewhere under $100/sh, I'm hoping I get the chance. ETH is a good buy here I think, but even after selling almost half of mine and the price drop it is still my 2nd biggest holding (BTC is still my largest) so I'm not buying more right now. Just wait and see for crypto for a while, unless it really crashes, at some point I won't be able to help myself.
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