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Posted on 4/13/21 at 9:34 am to cgrand
Market reacted to JNJ news like we're going back into lockdown. Tech up, reopening trades down. 
Posted on 4/13/21 at 9:42 am to JimMorrison
the runback in tech was already underway though. nothing changed in those companies back in Feb/Mar except their stock prices
and i'm good with some market fear, be in COVID, inflation, or some other boogieman. when there is fear vs euphoria is when you get better entry/add prices
and i'm good with some market fear, be in COVID, inflation, or some other boogieman. when there is fear vs euphoria is when you get better entry/add prices
Posted on 4/13/21 at 9:43 am to JimMorrison
What are the reopening trades that are down?
Posted on 4/13/21 at 10:19 am to Paul Allen
Industrials, transportation, retail (brick and mortar)... Mostly down across the board
Conversely, retail e-commerce stocks are mostly up
Conversely, retail e-commerce stocks are mostly up
Posted on 4/13/21 at 10:26 am to JimMorrison
i've been eyeing a steel and lumber play.
ZEUS, STLD, SLX (ETF), CLF, X
LPX
All of these performed very well over the last 5 months. I just love tech related stocks so much, so it is hard for me to make a move. It would be a great way to diversify.
They seem to be maxed out at the moment unless they blow through the targets that they are at.
ZEUS, STLD, SLX (ETF), CLF, X
LPX
All of these performed very well over the last 5 months. I just love tech related stocks so much, so it is hard for me to make a move. It would be a great way to diversify.
They seem to be maxed out at the moment unless they blow through the targets that they are at.
This post was edited on 4/13/21 at 10:39 am
Posted on 4/13/21 at 10:27 am to xxTIMMYxx
I would like to make a run at SQ/PYPL again, or SE.
I could drop DIS for one, but the price targets for DIS look good.
pypl looks like the best option. SE and SQ are right at their PT's, BUT PYPL has a ways to go. PT's are well into the 300's.
I could drop DIS for one, but the price targets for DIS look good.
pypl looks like the best option. SE and SQ are right at their PT's, BUT PYPL has a ways to go. PT's are well into the 300's.
This post was edited on 4/13/21 at 10:33 am
Posted on 4/13/21 at 10:29 am to cgrand
quote:
runback in tech was already underway though
It was. Not discounting it, but at open, tech was outperforming everything and thought it was a funny observation after the news.
Posted on 4/13/21 at 10:36 am to JimMorrison
Hello friends. I've been on vacation the last two weeks. Did I miss anything?
The rotation back to tech for earnings season appears to be kicking off?
The rotation back to tech for earnings season appears to be kicking off?
Posted on 4/13/21 at 10:44 am to TheChosenOne
quote:Big tech deciding to finally do big tech things after 9 months of being sideways
Did I miss anything?
Posted on 4/13/21 at 12:12 pm to Yak
NET caught a bid
Posted on 4/13/21 at 12:13 pm to cgrand
so did GOGO.
if GOGO gets above 11 i'm getting out
if GOGO gets above 11 i'm getting out
Posted on 4/13/21 at 2:17 pm to cgrand
Feels like the siege may have been lifted today for the larger cap tech companies... perhaps our girl FSLY can even go above $70 again.
Posted on 4/13/21 at 2:59 pm to GeneralLee
New penny play. I don't know a ton of info other what what is readily available on Google.
Posted on 4/13/21 at 3:59 pm to TheChosenOne
Pinterest, Inc. (NYSE: PINS) will release financial results and a letter to shareholders for the first quarter 2021 on Tuesday, April 27, 2021 after market close. The company will host a Q&A conference call to discuss these results at 3:00 p.m. PT (6:00 p.m. ET) on the same day.
Posted on 4/13/21 at 4:07 pm to GeneralLee
quote:
Feels like the siege may have been lifted today for the larger cap tech companies... perhaps our girl FSLY can even go above $70 again.
I feel like NET is just as good of an option. NET exploded today
Posted on 4/13/21 at 4:33 pm to xxTIMMYxx
NET announced a partnership with NVDA
Posted on 4/13/21 at 7:49 pm to cgrand
SQ now up 10 consecutive trading days and 11 of the last 12. Only 1.5% off it’s 52 week and all time high
beast
beast
Posted on 4/13/21 at 8:32 pm to cgrand
quote:
$GOGO GTCR now owns 30.1% of the shares outstanding.
GTCR is private equity
they just added 12MM shares
I think they are going to take GOGO private based on a few minutes’ research. Evidently 5/1/21 is a debt maturity date of some sort. The GOGO CEO owns a similar percentage of outstanding shares. Very little reason for one equity investor to own 1/3 of a public company if they don’t plan on owning the rest
Posted on 4/14/21 at 7:44 am to cgrand
I need a 0.25% day to be above my all time high 
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