Gregmal Posted April 2, 2022 Posted April 2, 2022 12 minutes ago, matthew2129 said: NVR and LOW....housing market pullback be damned, I'm here for the buybacks Agreed NVR at 4400 looks pretty good.
GordonGekko69 Posted April 4, 2022 Posted April 4, 2022 Tencent (0700.HK), NU and PCYO (Starter, Thanks @Gregmal for the idea)
WFF Posted April 7, 2022 Posted April 7, 2022 On 4/2/2022 at 9:46 AM, WFF said: PCYO， recycling some APTS proceeds that are now over the line. Same trade. Plus picked up some BAC
no_free_lunch Posted April 8, 2022 Posted April 8, 2022 (edited) Roblox RBLX. Hard to justify but I see a lot of potential. Seen too many kids playing on it. I love that the video game content is created by the users for near free. Could be considered a social network. Edited April 8, 2022 by no_free_lunch
lnofeisone Posted April 8, 2022 Posted April 8, 2022 Another binary trade. Vertex Energy - the company is doing 100% pivot from used motor oil refining to being a refinery producing renewable diesel. Shell is trying to become green and is selling an enormously profitable refinery in Mobile, Alabama. What does it mean for VTNR: -Revenue today is 120M or so and it will go to about (VTNR-guided) 2.5B (you are reading this correctly) and 200M in gross profit for FY22. They just closed the purchase of the refinery. -They are guiding to 3.5B in revenue and 400M gross profit for FY23 -They have offtake and supply agreements signed -EV is about 700M once accounted for all new debt -There is a 30% short interest in the stock Options are insanely priced but 10/17.5 2023 vertical spread will cost you 1.10. Some references: https://www.accesswire.com/671855/Vertex-Energy-Reports-Third-Quarter-2021-Results-and-Provides-Strategic-Update
WFF Posted April 13, 2022 Posted April 13, 2022 On 4/2/2022 at 9:46 AM, WFF said: PCYO， recycling some APTS proceeds that are now over the line. Same old same old. This time picked up some BAC and AIV.
Red Lion Posted April 14, 2022 Posted April 14, 2022 (edited) I sold short a very small position in TLT, and used the proceeds to buy ITM, slightly OTM, and very OTM. Very late to this trade, and I'm only dabbling in small amounts. If rates on the long term melt upward though the next two Fed meetings, this might provide a little green in a sea of red for my portfolio. Edited April 14, 2022 by RedLion
Parsad Posted April 14, 2022 Posted April 14, 2022 Five Guys little bacon burger, little fries and regular Coke! Other than that...nothing! Cheers!
no_free_lunch Posted April 14, 2022 Posted April 14, 2022 (edited) Bought some TWTR this week. It seems so cheap relative to its usage. Also a gamble that Musk doesn't bail and somehow multibags it. I think having your own satellite system combined with dominant social media could be a powerful combination. If Musk bails you are only paying a 15% premium. Evrn without him it could work out ok. Edited April 14, 2022 by no_free_lunch
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