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re: Stocks on your watch list

Posted on 7/7/20 at 7:51 am to
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 7/7/20 at 7:51 am to
quote:

I've done some reallocating lately, and went with them as one of my new long holds...it never seems to stop going up




I'm a big consumer--and fan--of MSFT's O365, Dynamics365 (PowerApps), and Azure cloud services. On the Azure-side, they're rock solid and growing revenues like crazy, with relatively low capital expenditures. FTR, we also have a big footprint in AWS and it's going to stay a powerhouse, but I MSFT is doing some good things to try and catch up.

MSFT and AMZN are easily my two biggest holdings.
This post was edited on 7/7/20 at 7:52 am
Posted by reds on reds on reds
Member since Sep 2013
4950 posts
Posted on 7/7/20 at 8:30 am to
LVGO!!
Posted by jimjackandjose
Member since Jun 2011
6746 posts
Posted on 7/7/20 at 8:36 am to
Yea I got to start listening...
Posted by cmlsu
Baton Rouge, LA
Member since Aug 2011
667 posts
Posted on 7/7/20 at 8:47 am to
NVAX boom as well.
Posted by bstew3006
318
Member since Dec 2007
13048 posts
Posted on 7/7/20 at 8:55 am to
quote:

Stocks on your watch list


Was anybody on AYX?
Posted by TigeRoots
Member since Oct 2008
8556 posts
Posted on 7/7/20 at 8:58 am to
Stop loss in WKHS hit at $15 for my initial investment + $1,000. Will let the remaining 200 shares ride.
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 7/7/20 at 10:01 am to
ROKU
Posted by ColoradoTiger1987
Tampa
Member since Jan 2019
1645 posts
Posted on 7/7/20 at 10:10 am to
quote:

WKHS


Anyone thinking that 15 is a good entry?
Posted by deaconjones35
Thibodaux
Member since Sep 2009
9896 posts
Posted on 7/7/20 at 10:17 am to
Last week someone mentioned AYRO, so I did quick research and bought 100 at 3.50. Added 50 more yesterday at $5.60. It pulled back after they announced another offering, but rebounding nicely today. So to whomever had that tip. I may hold this one for a bit.
Posted by dpier16
Member since Aug 2016
282 posts
Posted on 7/7/20 at 10:59 am to
Glad ya got some profit. I posted about it and didnt buy any debating if i should leave money in workhorse or roll it over. Rolled it over monday morning early for about 5.30 a share. Going to ride it out for a couple weeks.
Posted by Ballstein32
Member since May 2020
421 posts
Posted on 7/7/20 at 11:28 am to
$15-16 not bad. This company/stock is gonna ride or die on that usps contract.

I just wish I knew a definitive date of when that will be awarded.

It'll probably hover in the mid to upper teens for the foreseeable future
This post was edited on 7/7/20 at 12:40 pm
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 7/7/20 at 6:36 pm to
Walmart made some news today.
going “head to head” with Amazon according to some with their enhanced e commerce package.

Walmart is also a major seller of the dominant smart TV streaming platform that just so happens to provide much of the Amazon prime content for many people. They certainly can afford to maybe buy out that streaming platform if they wanted to...
Posted by ColoradoTiger1987
Tampa
Member since Jan 2019
1645 posts
Posted on 7/7/20 at 6:42 pm to
Do we know who their competition is for the contract? Thanks for the advice man.
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 7/7/20 at 7:48 pm to
Mahindra (India) - hybrid

Karsan (turkey) and Morgan Olson (US and current USPS supplier) - combustion or hybrid

Ford/OshKosh (US) - combustion

Workhorse is the only all EV play and it’s from the US...which makes optimists (pumpers) think they’re at least getting some of the pie. Especially in an election year and being based in OH.
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 7/7/20 at 8:47 pm to
quote:

Workhorse is the only all EV play and it’s from the US..

who/what are their current customers and how many units are on the road?
Posted by TheChosenOne
Member since Dec 2005
18873 posts
Posted on 7/7/20 at 11:28 pm to
Why do you have to ruin all the fun?

They collaborated with UPS to design, build, and test their trucks and UPS has the first order of 1k trucks. They received federal motor safety approval last month, so now they can ramp up production with a target to deliver vehicles to UPS in early 2021. They recently secured $70m in financing—to scale up production—via a convertible note at $19/share.

It’s a purely speculative play riding the EV wave/bubble and the potential for huge, game-changing contract in the next couple months.

Posted by Ballstein32
Member since May 2020
421 posts
Posted on 7/8/20 at 1:11 am to
TheChosenOne answered it. This is purely a speculative play based on if they get a piece of that pie.

I'm banking on them getting atleast part of the contract because they're American made and all electric (not hybrid or combustion like the others).

And everything I've read, it seems to be leaning towards they're getting something. Not guaranteeing that by any means (im no insider), but my fingers are definitely crossed.

Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 7/8/20 at 4:39 am to
you guys want a pure spec play?
BABA will do a 8 for 1 split in the next couple of weeks

when that happens, the retail (ie robinhood) demand should skyrocket. So the play is buy now in the mid 200s, wait for the split, then sell into the robinhood feeding frenzy
Posted by castorinho
13623 posts
Member since Nov 2010
87435 posts
Posted on 7/8/20 at 6:15 am to
Doesn't robinhood offer fractional shares now?
Posted by cgrand
HAMMOND
Member since Oct 2009
48694 posts
Posted on 7/8/20 at 6:39 am to
they do
I’m saying it’s likely retail demand for BABA increases when people see it trading in the 30’s as opposed to 200’s

purely speculation based on inexperienced traders not knowing any better. Risky but it’s a growth stock at highs so not too bad
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