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re: Stocks on your watch list

Posted on 2/26/21 at 3:33 pm to
Posted by cgrand
HAMMOND
Member since Oct 2009
48731 posts
Posted on 2/26/21 at 3:33 pm to
weekly post-mortem
down -16% for the week
down -22% from portfolio high on 02/09/21
up 9% YTD, down from 31% on 02/09/21

woof

in real dollars its pretty fricking painful.

lets get em next week

Posted by MrLSU
Yellowstone, Val d'isere
Member since Jan 2004
29713 posts
Posted on 2/26/21 at 3:45 pm to
I'm doing exceptionally well this week as I found myself only down $9k from the start of the week. OSKA was particularly strong for me with a 45% positive decline and whoever the a-hole was who said to buy BANT as it was a can't miss stock (once in a lifetime stock someone else said) caused a 39% positive decline.

What's a positive decline you ask? It is my way of saying I smiled as I lost a fortune.
Posted by cgrand
HAMMOND
Member since Oct 2009
48731 posts
Posted on 2/26/21 at 4:17 pm to
hindsight is always 20/20

case in point, i had considered putting in a sell order on half my TDOC shares at 300 a couple weeks prior to earnings. its my largest position and on the run up it got way overweight. but i didn't

had i done that, i could have sold those shares at 300 (it hit a week or so ago), then bought them back below 220

que sera
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 2/26/21 at 4:50 pm to
quote:

n real dollars its pretty fricking painful.


I raise a glass to that good sir.

Least I won't be drinking alone.
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 2/26/21 at 4:52 pm to
shite I'm 3 stouts and a Rum & coke in already
Posted by cgrand
HAMMOND
Member since Oct 2009
48731 posts
Posted on 2/26/21 at 6:17 pm to
got a good buzz going myself now.
ARK funds spent 105MM on TDOC today, that makes me feel better

if we go down we go down together, right cathie?
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/26/21 at 6:52 pm to
Definitely been a rough two weeks. Fortunately, I trimmed some TDOC and APPS close to their highs and last night took a little of that and booked a weeklong trip to Maui for the family. Haven’t been on a decent vacation since COVID hit and despite the last two weeks, the market has treated me amazingly well.

So, cheers to my investing e-friends in this thread. Hopefully you set a little profit aside to spoil yourselves as well.

Posted by deaconjones35
Thibodaux
Member since Sep 2009
9896 posts
Posted on 2/26/21 at 7:51 pm to
I know you were gonna finally pay yourself after being so patient, C. Hopefully it’ll rebound quickly for you. Your posts are always well thought out and helpful. (No homo)
Posted by thejudge
Westlake, LA
Member since Sep 2009
15176 posts
Posted on 2/26/21 at 7:52 pm to
quote:

if we go down we go down together, right cathie?


There's no we in team...

Wait what?

frick it I'm headed to get another beer.

This post was edited on 2/26/21 at 8:11 pm
Posted by Pendulum
Member since Jan 2009
8045 posts
Posted on 2/26/21 at 8:01 pm to
if if if if if.. I almost trimmed a bunch of my tdoc at 300, I figured I felt good enough about it to try to make it to long term gains since like half of my position was bought in March, easy to feel that way when you're on a rocket ship.
Posted by Bestbank Tiger
Premium Member
Member since Jan 2005
80681 posts
Posted on 2/26/21 at 9:28 pm to
quote:

hindsight is always 20/20



So true.

I was up 70% overall earlier this week. Very good for being in the market for just under a year.

But if I'd gone all in on PENN, then sold late last year and dumped the proceeds into GME, I would be retired.
Posted by Allthatfades
Mississippi
Member since Aug 2014
9329 posts
Posted on 2/27/21 at 6:27 am to
What are y’all’s opinion on RKT? I’ve been bag holding this for a while. Been hovering upper teens to low 20’s the last few months. Great earnings, special dividend, and announced some impressive partnerships the other day. Seems this would have taken off a little more by now. Any ideas why it hasn’t?
Posted by LSU1018
Baton Rouge
Member since Feb 2007
7383 posts
Posted on 2/27/21 at 6:49 am to
Same. I sold 25% of mine when it touched 24 after hours. I’ll likely hold the rest until after the special dividend then will look for an exit. I think it’s a low risk stock, I just don’t see it taking off.
Posted by redfishfan
Baton Rouge
Member since Oct 2015
5509 posts
Posted on 2/27/21 at 7:02 pm to
quote:

Same. I sold 25% of mine when it touched 24 after hours. I’ll likely hold the rest until after the special dividend then will look for an exit. I think it’s a low risk stock, I just don’t see it taking off.


It’s a very heavily shorted stock. Potential squeeze play. Company is in great shape. I’m very long on this.
Posted by cgrand
HAMMOND
Member since Oct 2009
48731 posts
Posted on 2/28/21 at 8:06 am to
must watch as in “all you need to know in a short video” sense for NVTA owners

LINK
Posted by cgrand
HAMMOND
Member since Oct 2009
48731 posts
Posted on 2/28/21 at 8:12 am to
also, if you are in healthcare, that Twitter account is a must follow.
he covers TDOC, NVTA, PNLS, NNOX and a few others
Posted by Douglas Quaid
Mars
Member since Mar 2010
4121 posts
Posted on 2/28/21 at 8:26 am to
Good share on NVTA.
Posted by Yak
DuPage County
Member since May 2014
4672 posts
Posted on 2/28/21 at 8:41 am to
Whoever brought up MGNI has sold me. I think I might have to make a starter investment on this one.
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 2/28/21 at 10:50 am to


It’ll be a volatile ride, but they’re building a digital ad powerhouse.

There are a couple digital ad lotto/buyout plays I’ll probably post about tomorrow.
Posted by xxTIMMYxx
Member since Aug 2019
17562 posts
Posted on 2/28/21 at 11:36 am to
I like the idea of those stocks
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