Malmqky Posted January 16 Posted January 16 More $PM. Look who finally has learned to average up Hoping FX gives me some nice buying opportunities over the next year...
dealraker Posted January 17 Posted January 17 (edited) None of these are either meaningful nor are they something I'd suggest. But out of sheer boredom in my tax free account in the last two weeks I have bought the following because they were somewhat cheap I think the economy (that's Biden's economy LOL) is far stronger that most wanna admit (and I think interest rates will go up too!!). None except a couple will be long term thangs: SHEL TTE MDT HAL JOE (added) UBER GSK CVX COP FSLR (rebought) AZN SRE (on the fires issue) CWT LHX CWK (added) MSGE NGG C (added) EWBC (added) SLB OXY FMC LYB DOW Edited January 17 by dealraker
Sweet Posted January 17 Posted January 17 4 hours ago, dealraker said: None of these are either meaningful nor are they something I'd suggest. But out of sheer boredom in my tax free account in the last two weeks I have bought the following because they were somewhat cheap I think the economy (that's Biden's economy LOL) is far stronger that most wanna admit (and I think interest rates will go up too!!). None except a couple will be long term thangs: SHEL TTE MDT HAL JOE (added) UBER GSK CVX COP FSLR (rebought) AZN SRE (on the fires issue) CWT LHX CWK (added) MSGE NGG C (added) EWBC (added) SLB OXY FMC LYB DOW What are likely to be the long term holdings? Thanks for sharing
dealraker Posted January 17 Posted January 17 4 hours ago, Sweet said: What are likely to be the long term holdings? Thanks for sharing JOE...maybe FSLR and LHX. A few aren't too short term, longer than most would think.
Dave86ch Posted January 18 Posted January 18 15 hours ago, dealraker said: JOE...maybe FSLR and LHX. A few aren't too short term, longer than most would think. Thanks for sharing. As a long-term holding, what is the moat around First Solar that gives you confidence in its ability to survive competition?
dealraker Posted January 18 Posted January 18 1 hour ago, Dave86ch said: Thanks for sharing. As a long-term holding, what is the moat around First Solar that gives you confidence in its ability to survive competition? Dave I know nothing more that what you can read in any analyst report other than personally equating or linking FSLR's size position in its arena and my belief that regardless of tax credits and politics demand is going to be greater than supply. I had bought both FSLR and ENPH a few years ago and made crazy returns but sold. I see FSLR as possibly doing very well. Barron's also just wrote up on FSLR. I built 11 "solar" along with earth sheltered homes years ago (I built 52 custom homes) and have a personal residence 75% powered by solar. So it is an interest I have which further gives me bias.
Spekulatius Posted January 18 Posted January 18 (edited) FSLR is the only domestic supplier of solar cells that can compete (more or less) with the Chinese. Edited January 18 by Spekulatius
indirect Posted January 18 Posted January 18 52 minutes ago, Spekulatius said: FSLR s the only domestic supplier of solar cells that can compete (more or less) with the Chinese. Yes. 100% agreed. They have a unique technology, film base, different PN junction that they are able to scale and have many many factories in USA and in Asia ex China. They will be standing in any fallout and will make money. Only question is should I buy now or wait until it goes down to 150.
Malmqky Posted Friday at 05:41 PM Posted Friday at 05:41 PM 4 minutes ago, Luke said: Tracker in Novo Nordisk Why this over Eli Lilly? Out of curiosity. I've looked into Novo recently, but biotech in general is just too complex for me I think. Especially valuing these companies. Novo is certainly a great company though.
Luke Posted Friday at 09:04 PM Posted Friday at 09:04 PM 1 hour ago, Malmqky said: Why this over Eli Lilly? Out of curiosity. I've looked into Novo recently, but biotech in general is just too complex for me I think. Especially valuing these companies. Novo is certainly a great company though. Yeah, Biotech usually too complex for me too but i liked a lot about what i read regarding Novo so i bought a tracker
villainx Posted Friday at 09:17 PM Posted Friday at 09:17 PM 2 hours ago, sleepydragon said: gral, rddt, ptlr I should have seriously considered RDDT, as a fairly regular user. Something special you like about it as current levels?
Blake Hampton Posted Friday at 09:30 PM Posted Friday at 09:30 PM (edited) Reddit - RDDT ---------------------------------------------- Price: 182.40 Shares outstanding (in M): 176 Market cap (in $M): 32,102 Net debt (in $M): -322 TEV (in $M): 31,780 Tangible equity (in $M): 1,908 Trailing nine-month earnings (in $M): -555 ---------------------------------------------- Their equity is nearly all cash and bonds. Looks like speculation to me. Edited Friday at 09:32 PM by Blake Hampton
sleepydragon Posted Friday at 11:27 PM Posted Friday at 11:27 PM 2 hours ago, villainx said: I should have seriously considered RDDT, as a fairly regular user. Something special you like about it as current levels? Bought it because wife said so, after missing out on her previous recommendations of amzn , tesla and most recently pltr (at $20) She says reddit is interesting because a lot of people talk about consumer products there (i think she is referring to hermes bags), seems sticky to many. Iike the xiaohongshu in china i also has a friend who know the coo, and says she is a workaholic
sleepydragon Posted Friday at 11:29 PM Posted Friday at 11:29 PM 1 hour ago, Blake Hampton said: Reddit - RDDT ---------------------------------------------- Price: 182.40 Shares outstanding (in M): 176 Market cap (in $M): 32,102 Net debt (in $M): -322 TEV (in $M): 31,780 Tangible equity (in $M): 1,908 Trailing nine-month earnings (in $M): -555 ---------------------------------------------- Their equity is nearly all cash and bonds. Looks like speculation to me. definitely speculation.. And my wife threatened divorcing me after I laughted and brush aside her suggestions to buy pltr, so this time i am not taking any chances. It’s her IRA anyway..
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