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re: Stocks on your watch list
Posted on 11/10/20 at 9:57 am to audioaxes1
Posted on 11/10/20 at 9:57 am to audioaxes1
I got into NLS at 18 and it was $27 on Friday. Now headed to the basement.
0
Posted on 11/10/20 at 9:59 am to Tigerfan56
quote:
What I think the market is underestimating is the permanent shift to technology that we will see when the dust settles on COVID and everything is 100% back to normal. The ease and simplicity enjoyed during COVID that technology brought people isn't going to be something everyone suddenly abandons - that pandoras box is open and behaviors will change permanently because of it.
Truer words have not been spoken. Unfortunately, more people than not dont agree with this. I for one 100% agree. We found out something that works great while we were in the Covid quarantine, no way companies abandon it once covid is gone. They may scale back a bit but work from home is a reality moving forward.
This post was edited on 11/10/20 at 10:00 am
Posted on 11/10/20 at 10:08 am to Bamboozles
quote:
Truer words have not been spoken. Unfortunately, more people than not dont agree with this. I for one 100% agree. We found out something that works great while we were in the Covid quarantine, no way companies abandon it once covid is gone. They may scale back a bit but work from home is a reality moving forward.
I would say it is fortunate for us. Be strong in your conviction. Yesterday and today feel brutal in the moment, but if we are right and stand firm (buying more and not selling when it looks "scary"), this week will make us alot of money down the road - year from now, 5 years from now, whatever.
Posted on 11/10/20 at 11:21 am to Tigerfan56
the digital transformation has been accelerated and is permanent
Posted on 11/10/20 at 2:57 pm to cgrand
Along the lines of digital transformation. ARK on Z, RDFN, and IPOB (Opendoor)
In 2019 Opendoor out sold Zillow's home sale platform despite being available in less cities and with less name recognition. Still a lot of uncertainty in the market right now, but IPOB's future is undeniably strong.
Z - $100 with a Mkt Cap of $24b
RDFN - $40 w/ a Mkt Cap of $4b
IPOB - $19 w/ a Mkt Cap of $800m
quote:
On Zillow’s third quarter earnings call, CEO Rich Barton stated, “In September, we saw the pace of existing home sales climb to the highest level since 2006, exceeding 6.5 million annualized units.” We believe that the combination of increased demand for personal space during the coronavirus crisis and mortgage rates at 50-year lows as contributed to the surge in home sales.
In our view, sales will continue to rise as digital platforms reduce the friction associated with buying and selling homes. During the third quarter, for example, nearly two thirds of the home purchases on Zillow Offers closed digitally with an online notary. In our view, next generation real estate platforms like Zillow, Opendoor, and Redfin will continue to simplify the home buying and selling processes, adding significant liquidity to the real estate market during the next five to ten years.
In 2019 Opendoor out sold Zillow's home sale platform despite being available in less cities and with less name recognition. Still a lot of uncertainty in the market right now, but IPOB's future is undeniably strong.
Z - $100 with a Mkt Cap of $24b
RDFN - $40 w/ a Mkt Cap of $4b
IPOB - $19 w/ a Mkt Cap of $800m
This post was edited on 11/10/20 at 4:45 pm
Posted on 11/10/20 at 7:22 pm to TheChosenOne
I think PTON's sharp rebound after the opening lows is a positive signal for people still heavy on pandemic stocks
for a short term play I really like DOCU. Its 3 weeks from earnings so I expect some momentum to start building towards that
for a short term play I really like DOCU. Its 3 weeks from earnings so I expect some momentum to start building towards that
Posted on 11/10/20 at 7:49 pm to cgrand
quote:
the digital transformation has been accelerated and is permanent
I do t think anyone is debating that - the question is has that been more than priced in for several stocks already..... you know 25-30 times revenue is pretty much already factoring in a moonshot for a lot of companies.
I get snickered at when I say it - but over history fundamentals eventually matter and win the day.
The fundamental argument for some of these is pretty much non existent at current valuations.
Posted on 11/10/20 at 9:10 pm to audioaxes1
quote:
I think PTON's sharp rebound after the opening lows is a positive signal for people still heavy on pandemic stocks
How so? Did others rally in similar fashion today? I was considering buying more peleton today, and got sidetracked with work and was shocked when I checked back this afternoon and not only had it rallied off the low, but it was up 5%.
I started shopping for other beaten down pandemic stocks like zoom and DocuSign and they were both still way down.
The conclusion I made was that there was a large contingent who didn't view peleton strictly as a pandemic stock.
I wasn't able to spend a lot of time on it today, but peleton looked a little more like the home building/decor stocks I own, like Azek, Home Depot and RH, which I believe were down at the open and turned green.
Posted on 11/10/20 at 9:20 pm to whitefoot
I don’t get zoom being down so much. Hypothetically if the vaccine was approved and distributed tomorrow, aren’t most people doing work from home permanently now and traveling less to face to face meetings?
Posted on 11/10/20 at 9:34 pm to Paul Allen
quote:
I don’t get zoom being down so much. Hypothetically if the vaccine was approved and distributed tomorrow, aren’t most people doing work from home permanently now and traveling less to face to face meetings?
The historic growth is over though.
Posted on 11/11/20 at 7:39 am to djrunner
tech looking greenish
plenty of stocks still discounted
I’m not doomcasting on COVID or the vaccine but this sell off in digital transformation is unwarranted and presents an opportunity. That was your “dip”, trade accordingly
plenty of stocks still discounted
I’m not doomcasting on COVID or the vaccine but this sell off in digital transformation is unwarranted and presents an opportunity. That was your “dip”, trade accordingly
Posted on 11/11/20 at 7:45 am to cgrand
quote:
Pfizer CEO Albert Bourla sold 62% of his stock in the company on the same day the drugmaker announced the results of its COVID-19 vaccine trial. Bourla sold $5.6 million in stock on Monday as part of a predetermined trading plan adopted August 19. His stock sale was carried out at $41.94 a share. The 52-week-high for Pfizer stock is $41.99, which means the CEO cashed out his shares at close to their highest price this year.
Posted on 11/11/20 at 7:49 am to cgrand
also
this sell off in stay at home is unwarranted at this time
quote:
Pfizer's vaccine needs to be stored at about -75 Celsius, which is about 50 degrees colder than any vaccine currently used in the U.S. Doctors' offices, pharmacies & state labs don't have freezers that go nearly that low."
this sell off in stay at home is unwarranted at this time
Posted on 11/11/20 at 7:50 am to cgrand
also, didya know?
trade accordingly
quote:
The vaccine, which involves two doses administered three weeks apart, won't be distributed immediately, as it still needs to be evaluated and approved by the US Food and Drug Administration.
trade accordingly
Posted on 11/11/20 at 7:55 am to cgrand
Sometimes I wonder how much time you spend looking shite up. But damn I’m glad you’re on this board.
Posted on 11/11/20 at 7:57 am to cgrand
prediction
Pfizer’s vaccine won’t “actually” be 90% effective in large scale trials, and won’t be the eventual distributed contraceptive. It is however a start, which is all that could and should have been reasonably expected at this point
trade accordingly for a rough winter with COVID
Pfizer’s vaccine won’t “actually” be 90% effective in large scale trials, and won’t be the eventual distributed contraceptive. It is however a start, which is all that could and should have been reasonably expected at this point
trade accordingly for a rough winter with COVID
Posted on 11/11/20 at 8:13 am to cgrand
Basically PFE’s vaccine isn’t viable for large scale distribution and the news was released right before the CEO was scheduled to sell more than half his shares. Nice
Posted on 11/11/20 at 8:16 am to cgrand
Yeah the thing about how cold it has to be while transported makes it not seem so feasible.
Posted on 11/11/20 at 8:25 am to Eric Nies Grind Time
As I recall, Operation Warp Speed started building out for this back in July at the same time massive numbers of doses started to manufacture. I haven't seen much reporting on it since then, but then again that may have more to do with the media focus than anything else.
Posted on 11/11/20 at 8:48 am to whitefoot
quote:
I wasn't able to spend a lot of time on it today, but peleton looked a little more like the home building/decor stocks I own, like Azek, Home Depot and RH, which I believe were down at the open and turned green.
HD fell last week due to the anticipation of COVID ending but will be back up to >285 by EOW.
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