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NoMercy
LSU Fan
Member since Feb 2007
1944 posts

re: Stocks on your watch list
Heck I just sold 25 shares of MSFT today waiting for it to settle and then buy more AAPL. This company will forever go up over time barring Enron type shite. Just got to get it during this insane run and the split. Then 5G eventually comes out.


RedlandsTiger
LSU Fan
Redlands, CA
Member since Jan 2008
2524 posts

re: Stocks on your watch list
I don't think dumping Microsoft for Apple was the right move, but I am loving the 5 year average 7.3% dividend Apple pays on top of the amazing growth. It beats MSFT's 5 yr. average of 4.1%. (FYI-they both have the about the same trailing returns for 3 years.)


NoMercy
LSU Fan
Member since Feb 2007
1944 posts

re: Stocks on your watch list
MSFT will make money. Do not feel I am going to go wrong with AAPL though as the replacement. Feels a bit more upside and I want to hit that split and see if the robinhood users and new pandemic investors make those new shares take a quick uptick. And then knew AAPL always had the 5G phone coming. Of course as soon as I sold MSFT rumors started about them buying TikTok.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
I sound like a broken record but next week is ROKU time.
It’s been coiling above 150 for a month now and volume was way up today. Without that volume I think it would have slid

HBOMax deal should be announced soon. Earnings mid week. Advertising spend was a huge beat for FB and GOOG. Cords keep getting cut. ROKU dominates as a streaming platform and has a massive market left to penetrate. The stock is still cheap

Let’s ride


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
25315 posts
 Online 

re: Stocks on your watch list
It will be $220 by September. Quote me


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
I think so too.
might roll a few bones Monday, we’ll see


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
this guy LINK has been posting some pretty damn accurate analysis lately. I’ve been doing a few fake trades based on his predictions and he’s been mostly right on

as usual, use your own judgement please


LSUtoOmaha
LSU Fan
Nashville
Member since Apr 2004
25315 posts
 Online 

re: Stocks on your watch list
Nice, I may follow him on PALL


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
SQ and ETSY also report 8/5
I’m going to split an investment 3 ways between those and ROKU

I think exposure to next weeks earnings parade will be wise


Hawgeye
Central Arkansas Fan
tFlagship Brothel
Member since Jun 2009
26585 posts

re: Stocks on your watch list
cgrand...you seem to know your shite or at least follow folks who know their shite.

I bought Tradedesk at 170 during Covid lockdowns. It’s damn high right now(450) and I have great profit. ER is this Thursday I think. Kind of weighing options of selling TTD and investing in APPL. Curious your thoughts and if you had any TTD in your portfolio currently. Will be interested in seeing TTDs ad growth in Q2.

Fools still have it on their buy list, but I’d like more ROKU and APPL(my opinion is higher upside long term). Will have some cash available mid week likely as I make a decision on either exiting or holding ZNGA after ER Wednesday.



cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
if you have TTD at 170 I would not even consider selling it. Maybe a trim if you are way overexposed but otherwise that’s insane. TTD is a winner and will continue to win. I wish I owned it

add to your winners or at minimum hold and don’t sell.
I trimmed some ROKU and now I’m looking to get more, I just could have left it be. I sold ETSY and SQ and now I’m wanting back in...I could have just held on

I’ve sold out of so many winners it makes me nauseous. SHOP, PINS, AMD, NFLX, AAPL to name my biggest mistakes. Just on SHOP I had 200 shares at 140, then 100 at 343...those profits I took look stupid now


taeemwar
Dallas
Member since Apr 2010
252 posts

re: Stocks on your watch list
quote:

this guy LINK has been posting some pretty damn accurate analysis lately.


I hope this guy is right on BABA.....I might take a run at ROKU on Monday.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
LVGO 130
TDOC 240

giddyup


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10
reds on reds on reds
Mandeville
Member since Sep 2013
2969 posts

re: Stocks on your watch list
quote:

quote:
Bought into YETI at $29




At $49.. Pushing $50 pre market
This post was edited on 8/3 at 6:57 am


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
bought:
15 DDOG
95 SQ
100 ETSY

sold:
200 DKNG


papz
LSU Fan
Austin, TX
Member since Jul 2008
8916 posts
 Online 

re: Stocks on your watch list
Debating pretty hard between increasing my position in SQ or NET before earnings.


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
quote:

Microsoft Corp said it will push ahead with talks to acquire the U.S. operations of Chinese-owned short-video app TikTok, a potential blockbuster deal that could re-shape the social media industry and further inflame crumbling U.S.-China relations.


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00
cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list


ok here we go, big/big/big week
i'm long into earnings on

ROKU
FSLY
LVGO
SQ
DDOG
ETSY
NVTA

no pain, no gain


cgrand
New Orleans Pelicans Fan
HAMMOND
Member since Oct 2009
22590 posts
 Online 

re: Stocks on your watch list
i'm up 10K in 30 minutes
WTF


LSURussian
LSU Fan
9 acres of paradise in Baton Rouge
Member since Feb 2005
121369 posts

re: Stocks on your watch list
quote:

i'm up 10K in 30 minutes



My 800 shares of MSFT are doing okay this morning, too, up $8/share as I post this.


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