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re: what are your highest conviction stocks?

Posted on 3/15/21 at 1:00 pm to
Posted by ghost2most
Member since Mar 2012
6638 posts
Posted on 3/15/21 at 1:00 pm to
quote:

Because a very successful person has advised us to believe.



who's that? I don't get ROKU either. Just asking because I don't use the product or know much about what would make it special.

I use firestick.
Posted by ghost2most
Member since Mar 2012
6638 posts
Posted on 3/15/21 at 1:11 pm to
I keep the vast majority of my money in index funds like QQQ.

But for individual stocks,

JD.com, Alibaba, Tencent, Facebook, Microsoft, Paypal, AirBNB, Moderna, Broadcom, V, Tesla
Posted by Geaux Guy
Member since Dec 2018
5335 posts
Posted on 3/15/21 at 1:19 pm to
TMO

Thermo Fisher Scientific purposely avoids the spotlight because they want it to shine on their customers. They partner with and serve the need of nearly every pharma, biopharma and scientifically driven company out there. What I really like about them is when others surpass in areas, they simply acquire.
Posted by JimMorrison
The Peninsula
Member since May 2012
20747 posts
Posted on 3/15/21 at 4:50 pm to
quote:

we're talking speculation, I really like ZDGE right now. Similar to APPS. Their balance sheet is excellent.

Their ER is tomorrow. Wish me luck boys


They crushed it

Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
31240 posts
Posted on 3/15/21 at 4:57 pm to
quote:

PINS


This one as well as FITB and AXSM.
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
31240 posts
Posted on 3/15/21 at 5:00 pm to
quote:

Moderna,


There's a contributor on CNBC who is always talking about Moderna and how it's such a great value even at current prices.
Posted by Ripley
Member since Aug 2016
4524 posts
Posted on 3/16/21 at 3:12 am to

CGEN
EVGN
PHGE
WPRT

eta: INTT
This post was edited on 3/17/21 at 11:25 am
Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
31240 posts
Posted on 3/17/21 at 9:25 am to
quote:

PLUG
JMIA


Posted by JimMorrison
The Peninsula
Member since May 2012
20747 posts
Posted on 3/17/21 at 9:30 am to
quote:

PLUG


Posted by Chucktown_Badger
The banks of the Ashley River
Member since May 2013
31240 posts
Posted on 3/17/21 at 9:40 am to
quote:

JimMorrison


Like a fart, that gif will never not be funny
Posted by JimMorrison
The Peninsula
Member since May 2012
20747 posts
Posted on 3/17/21 at 11:13 am to
No doubt, it is hilarious
Posted by boogiewoogie1978
Little Rock
Member since Aug 2012
17027 posts
Posted on 5/4/21 at 9:02 am to
quote:

TLRY


I'm also bullish on this one.

Cannabis is a good growth sector right now. Easy to forecast legalization catalysts here.

Any thoughts on the recent merger?
Posted by newmexicotiger
Member since Sep 2017
2327 posts
Posted on 5/21/21 at 9:46 pm to
ANVS was genius
Posted by cadillacattack
the ATL
Member since May 2020
4443 posts
Posted on 5/21/21 at 9:59 pm to
ROKU
IPWR
ONDS
GLD
BRK-B
This post was edited on 5/25/21 at 11:11 pm
Posted by TDFreak
Dodge Charger Aficionado
Member since Dec 2009
7387 posts
Posted on 5/21/21 at 11:18 pm to
ASO
Posted by Drizzt
Cimmeria
Member since Aug 2013
12923 posts
Posted on 5/22/21 at 12:54 am to
PLTR

All day long
Posted by CecilShortsHisPants
One Foty Fo uh uh Magnolia Screet
Member since Oct 2012
2865 posts
Posted on 5/22/21 at 1:25 am to
quote:

PLTR

You must really like being abused. Anyway, thanks for your donation. -Alex Karp
This post was edited on 5/22/21 at 1:32 am
Posted by JimMorrison
The Peninsula
Member since May 2012
20747 posts
Posted on 5/22/21 at 11:29 am to
quote:

Any thoughts on the recent merger?


No particular thoughts. it's a good merger for shareholders.

I've trimmed my holdings in TLRY since posting earlier in this thread and rotated more into US cannabis companies. I believe the US companies will have way more upside when progress is made on federal legalization.
Posted by TheWalrus
Member since Dec 2012
40646 posts
Posted on 5/22/21 at 12:07 pm to
ZOM
Posted by tigersfan1989
Baton Rouge
Member since Oct 2018
1265 posts
Posted on 5/22/21 at 12:24 pm to
Bitfarms (BFARF) I’m down 35%. Thankfully it’s my 2nd smallest holding so it’s not a big deal. At this point I’m just holding on for the NASDAQ up listing and beyond. Might sell at end of year to offset some gains on other sells. Every YOLO investment I’ve tried except for GME I’ve lost miserably. Several penny stocks I’ve lost, buying some crypto I’m down bigly on, now this bitfarm mess I’m in. All of the bets have been with very little money but it constantly reminds me why I keep the majority of my funds in index funds.
This post was edited on 5/22/21 at 12:27 pm
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