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re: Stocks on your watch list

Posted on 2/11/21 at 7:41 pm to
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/11/21 at 7:41 pm to
quote:

Glad someone brought AMAT to my attention.

It may or may not have been me, but I’m riding the train too

Up over 180% on the 2/26 110 calls I bought Monday.
This post was edited on 2/11/21 at 7:53 pm
Posted by supadave3
Houston, TX
Member since Dec 2005
32154 posts
Posted on 2/11/21 at 8:07 pm to
I’ve been selling some smaller holdings and stying heavily in OnTrak, WKHS,Pins, Ride and Teledoc.

I really hope those are solid. As long as they are, I’ll be ok.
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 2/11/21 at 8:42 pm to
SQ, SHOP, and PINS are a cornerstones.

FSLY is in my long term as well. Looking to trim my short perhaps.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/11/21 at 9:15 pm to
I think it was you.
Posted by bass
Member since Oct 2016
4801 posts
Posted on 2/11/21 at 9:18 pm to
quote:

AMAT

I bought 320 shares at 101.38 and also bought 4 in the money 105 puts expiring next week in hopes the stock would blow out the value of my puts... success!
Posted by cgrand
HAMMOND
Member since Oct 2009
48715 posts
Posted on 2/12/21 at 7:11 am to
NET

Date Research Firm Action Current PT
2/12/21 Needham Maintains Buy 105.0
2/12/21 KeyBanc Maintains Overweight 99.0
Posted by Rome26
Dallas, Tx
Member since May 2009
502 posts
Posted on 2/12/21 at 7:27 am to
quote:

Screw LLNW. That is all.



I lost my shirt with LLNW in Q3 ER. So glad I got out. Looks like I would have lost my pants too based on the Q4 ER.
Posted by bass
Member since Oct 2016
4801 posts
Posted on 2/12/21 at 8:39 am to
GOGO
Posted by supadave3
Houston, TX
Member since Dec 2005
32154 posts
Posted on 2/12/21 at 8:44 am to
quote:

FSLY is in my long term as well. Looking to trim my short perhaps.


I wouldn’t trust anything I have to say, so this is not me trying to give you advice, just my way of thinking about it. I have some PINs and little Fastly. I feel more comfortable with PINS and continuing to invest deeper with them over Fastly. Hopefully, the both kick arse long term. I think I initially got in Fastly at $89 so I was very late to that party. That may not be the case for you.
Posted by Allthatfades
Mississippi
Member since Aug 2014
9326 posts
Posted on 2/12/21 at 8:53 am to
What’s the thinking on what FSLY’s earnings will look like next week?
Posted by hiltacular
NYC
Member since Jan 2011
20200 posts
Posted on 2/12/21 at 9:10 am to
I completely sold out of my fsly position with this latest run up to 120. It's a volatile stock and I just like too many other things right now to keep money in it. I would still bet on it longterm.
This post was edited on 2/12/21 at 9:10 am
Posted by lsuwhoopyoazz3232
Member since Sep 2006
2477 posts
Posted on 2/12/21 at 9:31 am to
Jumped in DNN yesterday... maybe long term with the occasional trim

Today I jumped in FTFT, ARTL, SNCA today... Looking to swing trade these
Posted by rocket31
Member since Jan 2008
41887 posts
Posted on 2/12/21 at 9:39 am to
im in GOGO, whats the price target here?

Posted by jlu03
San Diego
Member since Jul 2012
3357 posts
Posted on 2/12/21 at 9:39 am to
GOGO might be getting squeezed
Posted by MikeHatesPETA
Member since Apr 2017
107 posts
Posted on 2/12/21 at 9:40 am to
quote:

im in GOGO, whats the price target here?


I think I'm getting in as well
Posted by nated14
Baton Rouge
Member since Nov 2009
938 posts
Posted on 2/12/21 at 9:41 am to
GOGO has the technical fundamentals and momentum to support a squeeze and investment case. Great call by Cgrand
Posted by rocket31
Member since Jan 2008
41887 posts
Posted on 2/12/21 at 9:42 am to
full disclosure, ive been in for a couple weeks.

maybe @cgrand can offer more information on whether its a good time to enter now
Posted by bass
Member since Oct 2016
4801 posts
Posted on 2/12/21 at 9:52 am to
quote:

im in GOGO, whats the price target here?


Pricing is currently at the top of the 5 year curve, but the market fundamentals are strong for GOGO’s service offerings so we could see a breakout. With the way momentum works in today’s market, it’s hard to gauge how quickly it could grow
Posted by rocket31
Member since Jan 2008
41887 posts
Posted on 2/12/21 at 9:53 am to
Posted by AA7
Birmingham, AL
Member since Nov 2009
28447 posts
Posted on 2/12/21 at 9:53 am to
You could make a lot of money swing trading FSLY. It's had some very predictable swings. Unfortunately my dumb self is always hesitant to pull the trigger
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