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re: Stocks on your watch list

Posted on 2/4/21 at 4:11 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 2/4/21 at 4:11 pm to
PINS now joins ROKU, FSLY, SE & ETSY as 2x+ baggers in my portfolio. SQ right behind them, should be there soon
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/4/21 at 4:27 pm to
quote:

Come on ROKU, ETSY, SQ


I picked up some 2/19 PINS calls this morning and I plan to flip those tomorrow for calls in these three. Let's see if the wave keeps rolling.
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 2/4/21 at 4:42 pm to
earnings upcoming

FSLY 02/17
ROKU 02/18
SQ 02/23
ETSY 02/24
TDOC 02/24
SE 03/01
Posted by PillPusher
Gulf Coast
Member since Oct 2009
5945 posts
Posted on 2/4/21 at 4:47 pm to
quote:

SQ 02/23


I’m already lubed up for this one.
Posted by hiltacular
NYC
Member since Jan 2011
20200 posts
Posted on 2/4/21 at 4:48 pm to
PINS with some nice guidance might have to add some more
Posted by castorinho
13623 posts
Member since Nov 2010
87435 posts
Posted on 2/4/21 at 5:31 pm to
quote:

Contemplating some pins 2/5 calls
quote:

will believe that 4Q earnings for FSLY ROKU PiNS SQ SE TDOC NET ETSY will be blowout until I see otherwise. All you can do is bet on good companies with rising revenues

it worked out
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 2/4/21 at 7:31 pm to
this is three blowout quarters in a row for PINS and they are guiding 70% growth for Q1 2021. It’s not a mirage

PINS is putting on big boy pants
Posted by deaconjones35
Thibodaux
Member since Sep 2009
9896 posts
Posted on 2/4/21 at 7:34 pm to
You know I’m happy tonight. Still have Fastly, Etsy and TDOC to look forward to. I made so much of off AT’s dang stock picks, I didn’t have to sell as much PINS as I was going to in order to pay off those bills. It’s been a good week. Insane, actually.
This post was edited on 2/4/21 at 7:35 pm
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 2/4/21 at 7:34 pm to
SHOP feb 17th
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 2/4/21 at 7:36 pm to
pay off that debt bro
best feeling in the world. And this market is like free money right now.
life changing events happening right now
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 2/4/21 at 7:39 pm to
quote:

SHOP feb 17th

SHOP earnings are going to be very difficult to believe
like, the market has never seen anything like it earnings

Shopify is now it’s own ecosystem firehosing money
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 2/4/21 at 7:47 pm to
Yes. I'm pumped.

They are going to be a mega cap before its all said and done.

Roku going gangbusters.

PINS dropping it like its hot.

SQ balling out.

If I can get my GNOG to print money (PENN at 117) I might stroke out.

Ill pay my damn house off with my cash account at this rate.
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 2/4/21 at 8:12 pm to
one more thing on PINS
during the March crash the price dipped below its IPO price.

which means every single share sold at that low was at a loss.
it’s up 600% since then
Posted by castorinho
13623 posts
Member since Nov 2010
87435 posts
Posted on 2/4/21 at 8:21 pm to
quote:

SHOP earnings are going to be very difficult to believe
like, the market has never seen anything like it earnings

Shopify is now it’s own ecosystem firehosing money
Thnks. Shop has been out of my radar. Sounds like I am buying some Feb 19 calls tomorrow.
Posted by LChama
Member since May 2020
4013 posts
Posted on 2/4/21 at 8:23 pm to
Cgrand.. if you were in all cash right now and had $100k. What 3 picks would you go with? Would ARK(x) be 1 or 3 of those?
Also.. I am tempted to go 75% PINS due to its relatively low price compared to its cohorts. Where do you estimate PINS could be in 18-36 months?
Posted by PillPusher
Gulf Coast
Member since Oct 2009
5945 posts
Posted on 2/4/21 at 8:28 pm to
I know you didn’t ask me and I don’t want to speak for cgrand, but do not base stock decisions off the price of the stock. Unless you mean price to earnings or price to sales or one of those metrics.
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/4/21 at 8:28 pm to
Welp, I may be joining. I’m looking at calls on SHOP, SQ, ROKU, and ETSY. Going to try and be patient and look for a good opportunity over the next couple days


In the APPS and PINS mania I missed that EXPI hit a new ATH today and I’m up 100% in a little over a month. I still think it’s overvalued at this price, but I’ll take it.

This post was edited on 2/4/21 at 8:34 pm
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 2/4/21 at 8:36 pm to
Keep an eye on FSLY.

I think that will be a good one as well. Treated me excellent
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 2/4/21 at 8:38 pm to
what pillpusher said. Stock price is irrelevant.
never look at the stock price...look at the market cap and the financials.
the stock price is just a function of the number of shares outstanding

as to PINS I think it can double. It’s 50B now and can go to 100B.
they are halfway to 1B monthly active users, and just getting started.

the other one id consider is ROKU
Posted by EarlyCuyler3
Appalachia
Member since Nov 2017
27290 posts
Posted on 2/4/21 at 8:41 pm to
quote:

never look at the stock price...look at the market cap and the financials.
the stock price is just a function of the number of shares outstanding



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