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re: Stocks on your watch list

Posted on 2/17/21 at 10:44 am to
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/17/21 at 10:44 am to
quote:

APPS swung from -5% to +3.5%


...and back to -2%
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/17/21 at 11:10 am to
Chosen, how are you feeling about AMAT earnings tomorrow? Recent PT's look good.

I just checked out the latest PT's on MU and it looks promising. I think that will be a buy for me soon. I already have TSM.
This post was edited on 2/17/21 at 11:16 am
Posted by tigersfan1989
Baton Rouge
Member since Oct 2018
1265 posts
Posted on 2/17/21 at 11:12 am to
quote:

Started a decent position in CCL. Nice dividend and up pretty solid today


Isn’t the dividend in carnival suspended?
Posted by STLhog
Dallas, TX
Member since Jan 2015
19446 posts
Posted on 2/17/21 at 11:16 am to
quote:

Isn’t the dividend in carnival suspended?



Correct. But give me confidence they can manage their liquidity issues.

I think RCLs is still intact. Also might be a good long term buy at these levels.
Posted by tigersfan1989
Baton Rouge
Member since Oct 2018
1265 posts
Posted on 2/17/21 at 11:36 am to
Yea unlike XOM they prob should of suspended their dividend when everyone else was doing it
Posted by TulaneLSU
Member since Aug 2003
Member since Dec 2007
13633 posts
Posted on 2/17/21 at 11:45 am to
Friend,

We bought some more SHOP today. Considering some more APPL. Everyone is running because Buffet dumped? Only reason I haven’t bought is APPL is about 20% of my recreational portfolio already.

Yours,
TulaneLSU
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/17/21 at 12:02 pm to
Seems like RIOT, much like ARBKF is exploding with the crypto surge. May be worth looking at
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/17/21 at 12:20 pm to
quote:

Chosen, how are you feeling about AMAT earnings tomorrow? Recent PT's look good.

It should be good. I think the big question is guidance. If they give strong guidance, which is possible considering the market, it could move. CML’s breakdown says guidance around 5.4b and 1.50 eps would be huge.

Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/17/21 at 12:59 pm to
Picked up some TTD at 825 and GOGO at 13.95. And I'm spent....
Posted by boogiewoogie1978
Little Rock
Member since Aug 2012
20049 posts
Posted on 2/17/21 at 1:06 pm to
pdce
Posted by bass
Member since Oct 2016
4801 posts
Posted on 2/17/21 at 1:17 pm to
Anyone pick up QS? It’s currently up 23%
Caution: extremely volatile

Turns out George Soros and Bill Gates also like this stock, cool.
This post was edited on 2/17/21 at 4:00 pm
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 2/17/21 at 2:07 pm to
I have a real bad feeling about GOGO.



I feel like I'm going to kick myself in the nuts for sitting on the sideline. What I set aside from FSLY I spent this morning when SHOP dropped off and picked up more shares before it recovered.

Couldn't help myself.
Posted by Swagga
504
Member since Dec 2009
19205 posts
Posted on 2/17/21 at 2:17 pm to
quote:

I have a real bad feeling about GOGO.



Why’s that?
Posted by bass
Member since Oct 2016
4801 posts
Posted on 2/17/21 at 2:29 pm to
quote:

I have a real bad feeling about GOGO.

I didn’t have a heavy hand in this one, but was able to get out unscathed Tues morning.
Posted by cgrand
HAMMOND
Member since Oct 2009
48715 posts
Posted on 2/17/21 at 2:41 pm to
buyers in power hour
Posted by Nephropidae
Brentwood
Member since Nov 2018
2772 posts
Posted on 2/17/21 at 2:54 pm to
Been Riding CDEV > 100% gains - consistent run up over past few months.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/17/21 at 3:10 pm to
quote:

It should be good. I think the big question is guidance. If they give strong guidance, which is possible considering the market, it could move. CML’s breakdown says guidance around 5.4b and 1.50 eps would be huge


The semiconductor business is so hot right now I’m thinking of adding MU and COHU to my TSM and AMAT for a ride. MU/COHU are some of the highest rated stocks on Seeking Alpha. Their PT’s are well ahead of their current price. Their buy ratings on MarketBeat are about as good as it gets.

I have too much exposure to small caps and will trim a few.
This post was edited on 2/17/21 at 3:15 pm
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 2/17/21 at 3:23 pm to
quote:

I have a real bad feeling about GOGO.


Why’s that?


Cause I feel like I should have bought it and will miss out on it. I'll be kicking myself
Posted by cgrand
HAMMOND
Member since Oct 2009
48715 posts
Posted on 2/17/21 at 3:53 pm to
quote:

GOGO.

institutional shares up to 69%

Posted by Swagga
504
Member since Dec 2009
19205 posts
Posted on 2/17/21 at 4:02 pm to
I just added some more. Not much, but I’m willing to ride.
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