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Offlinetoday mylove
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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: geokills]
    #25687676 - 12/18/18 03:22 PM (5 years, 1 month ago)

When would I be able to sense a good time to deploy that cash? I'm fairly new to equities markets, looking to keep it simple and buy something like VOO and hold it long term (decades). With a longer time horizon is this correction good enough or are people expecting this to get way worse?


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: geokills]
    #25690910 - 12/20/18 07:24 AM (5 years, 1 month ago)

Thanks Geo, informative as always! Sounds like a solid plan.

When you were talking about UVXY: what exactly were you trying to do there? When you make plays on UVXY you're playing the volitility of the market, correct? But in an "amplified" manner? So if you're expecting the S&P 500 to bounce after a period of extended selling you do the inverse and... essentially short UVXY? I may be completely off base here, just trying to figure out what the hell it is, because the "all-time" chart of UVXY looks unique to say the least.


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: BayerPhi]
    #26514141 - 03/03/20 08:13 AM (3 years, 10 months ago)

we expecting this to drop further after this snapback? looking to deploy some cash opportunistically in VOO for continued long term holding. hard not to be glued to the charts these days, damn


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: Baby_Hitler]
    #26520394 - 03/06/20 10:36 AM (3 years, 10 months ago)

took a small nibble on an s&p etf and a couple companies i like long term... was a small portion of the cash i have on hand but i'm already feeling like this was a mistake and the market is going to roll over on me. feck.  gotta be patient here


Edited by today mylove (03/06/20 10:37 AM)


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: geokills]
    #26529393 - 03/11/20 03:59 PM (3 years, 10 months ago)

https://twitter.com/allisonmcneely/status/1237818190069194753

This concerning at a time like this, or precautionary? Suppose time will tell. Agree there is a looot of fear about.

I went to HS with the author of that tweet, interesting way of finding out she's a Bloomberg Journalist lol


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: ManianFH]
    #26531191 - 03/12/20 02:52 PM (3 years, 10 months ago)

geokills do you still hold a portion of long only investments that you don't touch regardless of the market movements?


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: geokills]
    #26540424 - 03/17/20 09:54 AM (3 years, 10 months ago)

I've been averaging down on some of my favorites from my watch list with cash I scraped together:

VFV (Canadian equivalent of VOO) -  S&P ETF
CSU.TO - Constellation software - Canadian software company, I trust management can make good acquisitions in this environment
ECL - Ecolab - sanitation materials producer, involved with water too, recession proof characteristics
MA - Mastercard - untouchable moat along with V
CNR - Canadian National Railway - good proxy for the economy in general, huge moat
BSR REIT - apartment REIT in sunbelt region traded in Canada, people always need somewhere to live, was trading somewhat cheap before all this mess. more of a value play
HEI - Heico - niche aerospace parts, trust management to come out of this environment stronger. The class A (non-voting) shares of this stock traded at a sometimes very sizable discount to its counterpart for a long time prior to this shakeup, so I took a bet on buying the voting shares with the hope the gap increases again once things get back to normal.

left my existing positions in BRK.B/GOOGL untouched this whole time

majority of cash on hand will go to VFV.

I generally seek companies with long term competitive advantage/moats and/or good record of capital allocation. I realize some of these companies may not have even been hit that hard compared to others but I'm currently investing with a perspective of longevity. I think Heico is still going to take some hits yet. Probably everything will.

Edit- also eyeing IAC, IDXX, LVMH, LBRDK/CHTR


Edited by today mylove (06/05/20 08:24 AM)


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: Mojo]
    #26540598 - 03/17/20 11:27 AM (3 years, 10 months ago)

So I'm really not experienced at all- my stock picking activities are pretty much long only and directed towards companies that I think will be around doing their thing 25 years from now.

There are probably things from that mindset that apply to what you're trying to do too, but you also need to be able to identify the true bargains here from sinking ships. I am certainly not qualified to be doing that at all, and it seems risky knowing that I have a glaring blind spot there. It's definitely a high risk, high reward type situation though.

One of the companies I am scaling into is Heico. Heico manufactures aftermarket parts for the airlines. Airlines are able to purchase replacement parts from Heico at a discount to what they originally go for, saving them lots of money and increasing the life span of their fleet. As long as airlines exist, so will Heico, basically. As planes are grounded though, more planes have the opportunity to make it into the garage to get parts replaced that eventually needed to be done anyways. This is something I heard mentioned a couple of weeks back by Heico management and perhaps now the tune has changed given the dire state of travel now, but again, as long as airlines exist, they need parts from Heico.

Ultimately with this type of play you get the exposure, but without the direct risk. IMO I prefer companies that are positioned like this rather than taking the direct risk of looking for these deep value plays. Heico is also not leveraged at all and is positioned to acquire other manufacturers that may be at risk in an environment like this.

Edit- here’s a post that better encapsulates my thinking towards Heico:
https://muhammadrazapanju.wixsite.com/website/post/heico-is-a-great-company-is-it-cheap-enough-yet

I've heard BKNG mentioned by a few, and I think geokills mentioned it previously too. No idea personally though.

I also think at a certain point something like the Liberty Media's Formula One FWONA/FWONK tracking stock for example will reach a point where the bargain is too good, where the price has just been obliterated despite a compelling business story still existing there. But I just have no idea. So I've been sticking to "safer", long term plays.

I started researching and investing in stocks the summer of 2018 and before that just owned Berkshire Hathaway. So take what I'm saying with a grain of salt.


Edited by today mylove (03/21/20 12:08 PM)


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: ManianFH]
    #26721298 - 06/05/20 08:22 AM (3 years, 7 months ago)

still ~35% cash at this point but the purchases i made during the march panic are doing very well. if anything i wish i was more aggressive. currently going to let them ride & will add to existing positions on any market weakness (if it even comes jeez)

switched to allocating more to QQQ instead of S&P 500 trackers. they say past performance doesn't gaurentee future results but all things considered i am subscribing to the belief that tech and growth are still the driving force and will be for at least the next 3-5 years


Edited by today mylove (06/05/20 08:32 AM)


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: CHeifM4sterDiezL]
    #26917018 - 09/04/20 09:00 AM (3 years, 4 months ago)

But Davey Daytrader told me stocks only go up


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: geokills]
    #27049937 - 11/21/20 06:41 AM (3 years, 2 months ago)

Geokills you are king of front running stocks that eventually bubble up

Are you looking into any of the psychedelic stocks at all? I picked up a bit of CMPS. The idea is hopefully there is some sort of #shroomboom in the next little while, similar to cannabis stocks back in 2017/2018.

Also I think I need to get into ROKU at some point.


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: geokills]
    #27050111 - 11/21/20 09:15 AM (3 years, 2 months ago)

Well I suppose I could rephrase that

You’ve provided a number of actionable ideas from what Ive seen, that if acted upon successfully had the potential to generate significant value... enough that I pay attention haha. Not demphasizing the enthusiasm i orignally said it with though!

The VC thing makes sense, valuable internet real estate and a persistent (and not small?) community that appeals to a niche and lots of money looking to make money. Plus VCs taking shrooms once and feeling like the total addressable market anything shroom related is infinity  :slomo:

CMPS was Peter Thiel backed and to me seems the most legit out of all of them, still pipe-dreamy though. They are looking to get a psilocybin analogue patented, I think, for psychedelic therapy purposes

My humble beginnings with psychedelics make me feel like capitalization of such a beautiful thing is just wrong or something. But the potential for bubble like activity is percolating imo and kind of separate from my personal feelings about mushrooms


Edited by today mylove (11/21/20 09:33 AM)


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: geokills]
    #27056682 - 11/25/20 07:28 AM (3 years, 2 months ago)

Do you mind doing a quick technical analysis on XPEL?

I feel like it has some of the bullish qualities you’re mentioning (recently broke out after consolidation) and seems to be doing the same again

I’m also following their growth story, they seemed poised to keep posting good numbers. And with their growing market cap will start getting more buyers


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: geokills]
    #27056866 - 11/25/20 10:05 AM (3 years, 2 months ago)

thx Geo


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: sh4d0ws]
    #27090684 - 12/15/20 02:51 PM (3 years, 1 month ago)

full on speculative bubble in these shroom stocks

i bet on Compass pathways since October, it's the only one that is lagging the rest lol

the canadian ventures ones are low float and definitely being pumped. reminds me of ICOs in crypto. be careful


Edited by today mylove (12/15/20 02:57 PM)


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: CHeifM4sterDiezL]
    #27304092 - 05/11/21 09:41 AM (2 years, 8 months ago)

i bought some FB and ETSY during this sell off

never sure if things are gonna get worse but selling feels overdone?

the air has been taken out of some really frothy stuff and imo may be the beginning of the end for some of it

my buys follow the theme of me trying to pick out the good thrown out with the bad

i try to buy and hold stuff with long term view in mind


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: Brian Jones]
    #27357322 - 06/21/21 09:18 AM (2 years, 7 months ago)

igaming and ilottery segments have me interested as a benefit from secular tailwinds as gambling moves more and more online. evolution gaming (EVVTY) is a monster company and still owrth owning but i tried digging a little deeper into finding companies that haven't seen as much appreciation

have positions in

GLXZ
PBL.TO
NGMS

research:

https://static1.squarespace.com/static/5aaacb57506fbe4636414126/t/60366cb6662f6b44b9a8e617/1614179511023/Pollard+Banknote+Ltd+%28PBL+CN%29+-+02.24.2021.pdf

https://valueinvestorsclub.com/idea/GALAXY_GAMING_INC/6325097054


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: TheFakeSunRa] * 3
    #27642442 - 02/02/22 12:48 PM (1 year, 11 months ago)

m 2c is that its real hard to know where the previous high flying tech stocks end up putting in a bottom, some of them def wont reach their previous highs, let alone snapping back. you could be averaging down only to lose more. if you're averaging down on a company you need to have a clear view of how the fundamentals of the business are improving. if not, market is going to keep punishing imo


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: TheFakeSunRa] * 2
    #27677911 - 03/01/22 06:48 AM (1 year, 10 months ago)

i do not


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Re: STOCKS - An Intro Tutorial & Ongoing Discussion [Re: Yokal]
    #27943301 - 09/10/22 07:49 AM (1 year, 4 months ago)

Quote:

Yokal said:
I lost like half my money on intel options due to decay
I want to buy them back but people are saying it's going down to 31
but there was the chips act
'
im jus moving my shit out of robin hood and buying coal

lost 75% of my money this year fucking around




i am interested in owning intel for the long term. i think they have a bright future but not without a lot of hurdles to overcome first

and because of that it can always get worse before it gets better. they can easily continue flubbing it and the stock craters more. that's what i'm hoping for eventually, i will then use that as my opportunity to enter

short term who knows, as with everything else markets

i've been pretty dialed in lately, its a huge tax on the brain


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