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re: Stocks on your watch list
Posted on 7/30/20 at 3:18 pm to zzemme
Posted on 7/30/20 at 3:18 pm to zzemme
Amazon 
quote:
Q2 GAAP EPS of $10.30 beats by $8.80.
Revenue of $88.91B (+40.2% Y/Y) beats by $7.62B.
AWS Revenue of $10.81B vs. consensus of $11.02B.
Free cash flow increased to $31.9B for the trailing twelve months.
1
Posted on 7/30/20 at 3:41 pm to TheChosenOne
AAPL kills it too and drops news of a 4-1 split.
Looks like everyone used their stimulus checks to buy Macs, iPads, and earpods.
Looks like everyone used their stimulus checks to buy Macs, iPads, and earpods.
quote:
Reports Q3 Mac revenue $7.08B vs. $5.82B last year; Reports Q3 iPad revenue $6.58B vs. $5.02B; Q3 Wearables, Home, Accessories sales $6.45B vs. $5.53B last year
Posted on 7/30/20 at 4:20 pm to TheChosenOne
+10,000 day for me
i'm going streaking
i'm going streaking
Posted on 7/30/20 at 4:24 pm to cgrand
Congrats on a good day. I’m smiling with you.
On another note, Don’t post pics please!
On another note, Don’t post pics please!
Posted on 7/30/20 at 5:24 pm to ynlvr
LVGO 125 AH
my goodness
my goodness
Posted on 7/30/20 at 5:38 pm to cgrand
quote:
ROKU now 20 days at 150
30 days and earnings will be right on top of each other, short float is down but still about 10% of shares outstanding
could be something, could be nothing.
keep an eye on ROKU
another day above 150...could be coiling
FB & GOOG earnings showed advertising revenue strength
ROKU reports 08/05 after the close
Posted on 7/30/20 at 5:39 pm to cgrand
I’m so excited right now. No way tomorrow is a good day. Haha. FSLY and LVGO rolling and now my AAPL is atomic and about to 4-1 split
This post was edited on 7/30/20 at 5:40 pm
Posted on 7/30/20 at 5:43 pm to cgrand
quote:I was pretty positive that ROKU would do well but price action would be downward. But now I don't feel strongly about the latter.
keep an eye on ROKU
another day above 150...could be coiling
FB & GOOG earnings showed advertising revenue strength
ROKU reports 08/05 after the close
Posted on 7/30/20 at 5:47 pm to cgrand
I sold my LVGO at 123. Meant to buy back in under 118 but got busy and missed it. Will set my limit order tomorrow. Still in FSLY, ROKU, DDOG, ETSY and NVTA. I have small positions in most of these and will look to add.
This post was edited on 7/30/20 at 5:50 pm
Posted on 7/30/20 at 5:47 pm to castorinho
quote:
I was pretty positive that ROKU would do well but price action would be downward. But now I don't feel strongly about the latter.
i think they are gonna get bought out
look at the cash...
SHOP has 2B in cash and a 7B line
AAPL has almost 200B in cash
WMT same
somebody is going to want to own that platform. its too good to pass up. also, the founder of ROKU still owns over 3.5B in stock
Posted on 7/30/20 at 6:37 pm to cgrand
FSLY and NET with great days. My basis in FSLY is at $60.16. TDOC, LVGO, DOCU, and SE with sound upticks. Apple and Amazon are my largest individual stock holdings. This has been quite a few weeks for me, especially given my previous strategy of buy and hold.
I’m glad I didn’t sell off the profit on Apple back when I posted about it, and in fact listened to the board and doubled down and loaded up. I’ve learned a shitload from you guys just by reading and observing. And I appreciate it! I’ve got to start giving something back.
Now come on seller and accept the offer I put in on some farm land and let’s top this week off.
I’m glad I didn’t sell off the profit on Apple back when I posted about it, and in fact listened to the board and doubled down and loaded up. I’ve learned a shitload from you guys just by reading and observing. And I appreciate it! I’ve got to start giving something back.
Now come on seller and accept the offer I put in on some farm land and let’s top this week off.
This post was edited on 7/30/20 at 6:40 pm
Posted on 7/30/20 at 6:54 pm to Enos Burdette
right on man
patience and perspective
TDOC just hit its all time high at 244 postmarket
patience and perspective
TDOC just hit its all time high at 244 postmarket
Posted on 7/30/20 at 8:19 pm to cgrand
So we buying ROKU cgrand??
Posted on 7/30/20 at 8:27 pm to Brobocop
I’m holding, but yes I think it’s a buy. Mid 160s should be soon.
if you buy here (150s) consider it a short term trade to be safe unless you really believe in a five year future. I’d have a stop in place
if you buy here (150s) consider it a short term trade to be safe unless you really believe in a five year future. I’d have a stop in place
Posted on 7/30/20 at 8:37 pm to cgrand
Was thinking of popping 10K into aapl in the morning.
I can only see it making a run then splitting then running again after split
I can only see it making a run then splitting then running again after split
Posted on 7/31/20 at 2:14 am to jmcwhrter
quote:
fingers crossed on WY beating earnings in the morning
would make for a nice Friday for me
Weyerhaeuser (NYSE:WY): Q2 Non-GAAP EPS of $0.11 beats by $0.10; GAAP EPS of $0.10.
Revenue of $1.63B (-3.6% Y/Y) beats by $190M.
Timberlands sales of $480m vs. consensus of $368m
This post was edited on 7/31/20 at 2:17 am
Posted on 7/31/20 at 4:59 am to jmcwhrter
nice!
Posted on 7/31/20 at 6:46 am to cgrand
Will Africa ever have the modern infrastructure to allow JMIA to become the equivalent of Amazon in Africa within the next decade?
MELI which is the equivalent of Amazon in South America is already at 1,110 per share, but they debuted in 2008.
JMIA is growing year over year but their shares are still only trading at 14 or so. I’m pretty bullish mainly because I need them to be the next Amazon.
MELI which is the equivalent of Amazon in South America is already at 1,110 per share, but they debuted in 2008.
JMIA is growing year over year but their shares are still only trading at 14 or so. I’m pretty bullish mainly because I need them to be the next Amazon.
Posted on 7/31/20 at 6:51 am to jangalang
why wouldn’t amazon be the amazon of Africa?
Posted on 7/31/20 at 6:54 am to jmcwhrter
quote:
Weyerhaeuser (NYSE:WY): Q2 Non-GAAP EPS of $0.11 beats by $0.10; GAAP EPS of $0.10.
Revenue of $1.63B (-3.6% Y/Y) beats by $190M.
Timberlands sales of $480m vs. consensus of $368m
Good earnings incoming for OSB, BXC, BCC, UFPI, and really any lumber related company most likely (HD & LOW). This thing is wide open with lumber prices at ATH's in some cases. 7/16 OSB price has tripled since the beginning of the year and demand is still there. Absolute craziness.
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