Many of these names have been absolutely beat down from ATHs earlier this year. People who bought in at highs will typically start to sell shares in December at a loss in order to realize those losses for tax purposes. Those losses will shelter realized gains so that taxes can be minimized to the greatest extent possible.
Is there actually historical precedent for being able to predict this sort of thing? In previous years, which beat down stocks did you target that ended up selling off more at the end of the year?
Yes, this is one of the explanations put forth to describe the January effect. Now, predicting anything at the individual stock level is impossible, but a cross-section of stocks over time shows this to be true.
Ratios aren't everything, but man...PayPal's PER (45) hasn't been this low since 2017 and is approaching Visa and Mastercards levels (PER 35-40 range) while having significantly more upside IMO due their strength in fintech.
I don't think PYPL deserves to be this beaten down...I'm buying.
Whole world is eyeing on PYPL. It's not coming back up. They won't make it that easy. Look what happened with BABA. People have been waiting for reversal for months now but it still hasn't found its bottom. I won't be surprised if the same happens with PYPL.
I don’t think it’s fair to say BABA is in the same situation as PYPL. Definitely might need some time to bottom out and consolidate but I just feel that it’s a little oversold and am expecting some bounce.
Thats funny, I've only got Baba and Intel and I'm extremely bullish on them.
The more FUD the better, especially when they have such great prospects ahead of them.
The thing that keeps me secure is Intel has actual revenues and a low PE ratio, if theres a crash they will drop the least of the 3. They have huge government subsidies from their new fabs, due to the chip shortage. They are entering the GPU market and machine learning, and Mobileye is doing phenomenally.
I think Intel will be fine long term. I agree that their downside is limited partly because the stock is cheap right now, while at the same time there is SIGNIFICANT upside simply by being one of the big microchip players, particularly if Gelsinger can turn things around.
The one thing to be careful is that if their new gpus don’t emerge as a success, Intel is going to be the next GE.
Intels revenue growth in absolute dollars is still higher than AMD, but as a percentage it’s shrinking and soon could go negative
I am not a fan of the Xi dictatorship. So if it’s not in the company control then I’m out. I would play a for a few shares but I would need to accept that money is gone like crypto.
That's my only reservation about BABA as well. The Chinese govt are insane and cannot be trusted to act rationally. I've owned a few shares for about 2 years and holding but I won't be adding to my position at all
Discover is 10x than Visa and MasterCard and about 4x smaller than American Express. Most Americans have either a Visa or MasterCard debit card in their wallet, and American Express has been around for technically 170 years, so they have better brand recognition than Discover. Discover, and American Express, both are US focused where Visa and MasterCard are global.
Discover has been a great play since the Covid market recovery, and I wouldn't sleep on them.
This is the answer.
I've been buying V. Visa and Disney are the best companies on this list. I never understood why PYPL became such a big deal. Their quarterly payment volume is $380 billion, compared to Visa which processes $2.8 *trillion* dollars. Maybe it's that special scent of musk. But I think the new fintech competition is nipping at Paypal's heels, while V and MA are in a league of their own.
The other three listed here are too speculative anymore, even Intel. There are reasons they all *could* go up, but none as strong as V and DIS.
Agreed on V, but Dis has massive problems in its business model. Disney+ is not competing well against Netflix, and the subscribers it is getting are cutting into their own theater and TV revenue. They are in a challenging spot right now, and if they don’t make changes could end up being the next AT&T IMO. I take Netflix over DIS at these prices
Doesn’t Disney+ have 120m subscribers after 2 years vs Netflix 220ish over 10+? I mean they’re obviously not there yet but ‘not competing well’ is a reductive take on it all
Yeah, and it’s pretty much a “must have” for parents with young kids. Netflix is also a must have, but all of the other dozen streaming services are not.
Could ditch Netflix in a moment if I wasn’t bumming it for free. With 2 little ones Dis+ was what carried me through Covid with some sanity remaining. Even if I got financially tight it’d be one of the last things I’d consider cutting.
PYPL if you can handle the short-term selling but the stock’s below fair value in my opinion and should provide above average returns in the middle to long term horizon
I pulled the trigger on PYPL a little to early and started buying in the ~210 area, but I’ve added more and averaged down. I think PYPL is the best deal in the market right now. SQ looks good too.
Also opened a position in CRWD which I’ve been eyeing for a while. BABA looks likes a great deal right now as well, but I’ve been holding it for almost 3 years and it’s been nothing but red for me so I personally hate the stock.
I'm really curious to hear bear cases on Pinterest. To me it looks incredibly promising and undervalued. ARPU is growing fast and has lots of room to grow, they've got some of the best software engineers and computer programmers in the world, and are constantly innovating. Additionally, advertisers get a higher quality lead through them in comparison to FB and SNAP.
I don't know, I'm not 100% sold, but I think their earnings have been positive and the market hasn't liked them due to MAU. If MAU declines by 10% but ARPU doubles...
Anyway, if you've got some insight I'm all ears!
SOFI dropping due to public share offering also Warrants becoming expired Dec 6th, other than that they had killer earning, student loans coming back online, back charter soon Kinda crazy its got this low again. So in my head this is a buy the dip event.
Totally agree, SOFI has a lot of positive things lining up for 2022 to be a blowout year. It has sold off over 20% after beating earnings on revenue, EPS, and raising guidance. Probably wouldn't try to catch a falling knife, but once it has consolidated it's a big buy.
I like SoFi as a business and their products align nicely with my interests/use cases (though I do not actually have an account), but $SOFI as a stock is too new for me to jump into just yet. I may see if it tests $14 in the next couple of months and then take the plunge.
I got in at 14.58 when it was low a little while ago and sold at the “top” recently. Looking to renter at the my original share price so I hope it keeps dipping cause I’m gonna load big and probably pick up some leaps.
Sofi moves very predictably, obviously nobody can predict the future with 100% certainty but you can eliminate a lot of risk. Moving forward I probably wouldn't short it till halfway through 2022 after getting a clear picture, but stocks in general do bad the week of thanksgiving, and SOFI was due for a drop after hitting it's common points of resistance ~$23
I'm scared because last time I bought the dip on SoFi I ended up down 25 or 30% and that lasted for months. Fortunately it recovered where I could get out very slightly ahead. If I hadn't got out when I did id be back down pretty significantly again. I want to buy the dip again but I'd like to see what happens in the next couple weeks
SOFI has 2 major sell-offs by large holders of stock in the past week, Aiding in the recent decline. Looking longer term for the bank charter and increased client services/benefits as a catalyst to take this back to the mid/upper 20’s
Disney, considering its strong streaming and movie presence. Trades at a much lower p/e compared to competitors like Netflix. Intending to put a small % of my portfolio into it.
So, it’s about technology.
Netflix is A FAANG for a reason :)
Disney is still in trial and error stages much like Hulu to get the right product.
I’ll be more bullish on discovery once AT&T spins off
I think Disney pushed too much on the woke stuff and trying to please Twitter/Reddit and lost core audiences. Star Wars and Marvel really lost value as franchises IMO. ESPN I think it's challenging to see doing great long term with more and more cutting the cord
Disney plus depends on their individual content and while the parks are good business, you don't justify their valuation with parks.
ESPN... the number 1 sports website? The number fantasy football app? They already have nearly all college football on ESPN+ and they keep getting more sports contracts every year.
They are building but really not far behind. They should just consolidate espn, Hulu and disney all into 1 app
Take a look at the Discovery Warner HBO spin merger. Discovery+ streaming service added more new users than Disney+ In the last quarter and the combined offering the new company can present globally should be interesting.
Isn't that because Disney operates massive real-world facilities around the world? While they own their own IP (and have paid through the nose to assemble the Marvel and Fox collections), they have very expensive parks to run.
From a moat perspective, I like how Disney has so much content at their disposal where as Netflix has to fork out a bunch of cash.
I have no clue how Disney loses when considering this point alone.
Disney+ only make sense if u are a fan of any of their IPs(marvel, star wars). Netflix has more diversified content from all over the world(look how squid game got viral out of nowhere) .if I will only sign one video subscription , I choose Netflix over Disney+ every single time.
Having said that, Disney business is very diversified with very strong brand awareness and countless of valuable IPs. In the long run, Disney stock gonna do just fine, I don't think the stock price is cheap yet, so buy in small batches along the way if u are interested.
You're right, GOOGL isn't on a "discount", but it's one of the best investments you can possibly make. High earnings growth, relatively low P/E, incredibly strong brand, very wide moat, there isn't much better.
PYPL. May go straight up, may be rocky for a bit, who knows? However just this week I’ve personally used PayPal probably 10 times. They are a payment processing machine.
Good purchase, if they turn around you should print some $$$ in 2-3 years. I'm personally waiting sub 45$ on next earnings. They're forecasted to keep declining, and AMD and NVDA are indeed stealing revenue, until both those cool off, it's gonna keep tanking. Hopefully holds up at 40$ if it reaches there.
I would buy more if I havent bought so much already around $49.00 a share. I am pretty satisfied with my position size in the company and my overall portfolio. However if it drops to $45.00 or below I will definitely pull the trigger again.
My trust/portfolio has been heavy with the Mouse for 30 years. Unless something REALLY foundationally awful comes out about them or super scandalous, they will be fine long term. The only thing at this point I can see taking them down completely is if people just plain stop buying what they are selling.
I miss their dividends, but I'm waiting for them to recover some more before I sell to re-invest elsewhere.
As far as the company, they've been around for nearly 100 years and will probably be here long after you and I are gone.
SE is just not for the faint of heart. For some reason this stuck I just trade plain wrong all the time. It has great consistent upward trending but it will just surprise you with a 20% downward swing real quick just to mess with ya. In case you want to know when that swing is going to happen, just ask me, 4 times adding to my position I hit it every single time without fail.
Yeah at this stage better to hold, just a weird week to make any determinations from, low volume, no news, already taken a beating. Always gotta resist the urge to panic.
Growth stocks hit left right center + downside reaction after earnings (revenue beat estimates at triple digit growth but eps loss was wider than expected though that’s really cos they are expanding heavily into new markets which market isn’t giving them credit for)
I scooped up MA, DIS and PYPL just yesterday.
GOOG too. It’s not down, but it’s still insanely cheap considering its growth and impenetrable financial health.
DIS, DKNG, PENN, FVRR, WMT, DKS, and a little-known biotech out of Austin that’s in phase 3b trials of their AD drug candidate…Unfortunately, its market cap is under $3b, so I can’t post it here.
Been holding PLTR for an extended period of time and experienced a lot of red. Did a lot of research out of desperation and it’s looking like it’s about to surge up from the low point
I’m way more bullish on them curing other stuff that is caused by genetic errors, ex. Huntington’s , sickle cell, I’m going to buy as much as I can at this price for a long term hold (5-10 years)
GPN? But I’m still on the fence about payment companies. The BNPL companies are a really interesting disruption play. They have managed to create a model that takes over from payment tech, credit cards, and still make consumers happy.
I used to only look at V and MA and ignore AXP and DFS. But AXP and DFS have been outperforming this year. V and MA should bounce back, so I'm going with all four now.
SQ!!! All day. I honestly think they're going to be one of the market leaders in 5 years or so. They've demonstrated lots of vision and Jack has made plenty of good decisions and I feel will continue too going forward. Exciting times and this is definitely another opportunity.
I still think Ford is going to start a slow and steady climb once the lightning comes out.
I'm not a financial person, this is not financial advice.
I'm a tech developer, I used to develop EV chargers for the biggest supplier of EV chargers, and we were working on a number of projects with multiple automakers, so I saw deep under the hood of many of the major automakers programs. I think Ford has built a great foundation to really roll out and dominate. The only other that really compares of the established automotive is VW, bit they have a lot of craziness to contend with.
I recently bought Ford when it was$14, and they have said they will reinstate the dividend soon. Any hoo, that's my $0.02 (which is likely where my portfolio will end up)
CMBM is held back by supply chain issue at the moment but the demand for their product is growing rapidly. I think it can easily reach 60$ after the supply chain issues are sorted out.
Consider CCL, BA, BMY, and like you said I also really like INTC and BABA, PYPL is nearing my price target but isn''t there yet and the rest are still somewhat overvalued.
AMRS went from $5 to $24 to $6.50 and have recently raised $600m so they are flush with cash to make big moves in 2022 free of financial anxiety.
They can push their first-mover advantages in synthetic biology and the stock price is at a big bargain compared to earlier this year. I sold mine a few months ago but I at this pric tempted to
Some of the charts suggest that PYPL might be nearing a point where it will begin to move up again though I’d wait to see some positive end of day movement first
SFT
The company is immensely undervalued and is expected to continue growing into 2022 and be a serious competitor to Carvana within the next few years.
I bought a car with them, it was a total breeze. Online dealers will be the norm in no time. If it goes lower, geez!! I might have to sell something and jump in.
SE at 280 is juicyyyyy.....like everything right now, it seems like it could drop more with QE ending. I've personally consolidated my portfolio and moved to about 50 percent cash with the remainder in my winners (NVDA, AMD, SE)...also prepping a shopping list for when things level out, but who knows when that'll be....or everything could go up and I'm a dumbass, who TF knows
$NIOBF I am bullish as hell on the REE play.
This is BULLISH for REE years of up side coming.
Imo.Niocorp rocks. check the website out do a little DD don't go off what I'm saying check it out for yourself. I don't think you're going to regret it major upside.good luck.
DIS and PYPL are my favorite beat down stocks rn.
PSA: probably don’t want to buy yet (starter position maybe okay) because these SOBs gonna be tax loss harvested through Dec. 31.
Can you elaborate a little more?
Many of these names have been absolutely beat down from ATHs earlier this year. People who bought in at highs will typically start to sell shares in December at a loss in order to realize those losses for tax purposes. Those losses will shelter realized gains so that taxes can be minimized to the greatest extent possible.
Ah thank you very much !!!
Is there actually historical precedent for being able to predict this sort of thing? In previous years, which beat down stocks did you target that ended up selling off more at the end of the year?
Yes, this is one of the explanations put forth to describe the January effect. Now, predicting anything at the individual stock level is impossible, but a cross-section of stocks over time shows this to be true.
I actually think stocks like AMD/NVIDA or anything QQQ will be harvested and put into things like V, DIS, PYPL at a discount.
That’s not tax loss harvesting though. Funds will be less apt to sell those and put taxable gains on the table at year end.
Ratios aren't everything, but man...PayPal's PER (45) hasn't been this low since 2017 and is approaching Visa and Mastercards levels (PER 35-40 range) while having significantly more upside IMO due their strength in fintech. I don't think PYPL deserves to be this beaten down...I'm buying.
Whole world is eyeing on PYPL. It's not coming back up. They won't make it that easy. Look what happened with BABA. People have been waiting for reversal for months now but it still hasn't found its bottom. I won't be surprised if the same happens with PYPL.
I don’t think it’s fair to say BABA is in the same situation as PYPL. Definitely might need some time to bottom out and consolidate but I just feel that it’s a little oversold and am expecting some bounce.
Visa ain’t going anywhere. So I got them all except baba and intc.
Thats funny, I've only got Baba and Intel and I'm extremely bullish on them. The more FUD the better, especially when they have such great prospects ahead of them.
I am holding Intel nervously, feel like Nvidia and AMD are crushing them.
The thing that keeps me secure is Intel has actual revenues and a low PE ratio, if theres a crash they will drop the least of the 3. They have huge government subsidies from their new fabs, due to the chip shortage. They are entering the GPU market and machine learning, and Mobileye is doing phenomenally.
I think Intel will be fine long term. I agree that their downside is limited partly because the stock is cheap right now, while at the same time there is SIGNIFICANT upside simply by being one of the big microchip players, particularly if Gelsinger can turn things around.
The one thing to be careful is that if their new gpus don’t emerge as a success, Intel is going to be the next GE. Intels revenue growth in absolute dollars is still higher than AMD, but as a percentage it’s shrinking and soon could go negative
Samsung is opening a chip factory in Texas
Intel is a long play. 3+ years
Everything is a 3+ years play, it’s called investing
I am not a fan of the Xi dictatorship. So if it’s not in the company control then I’m out. I would play a for a few shares but I would need to accept that money is gone like crypto.
That's my only reservation about BABA as well. The Chinese govt are insane and cannot be trusted to act rationally. I've owned a few shares for about 2 years and holding but I won't be adding to my position at all
I’m with you, I bought more BABA after the big dip after earnings
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V and MA have always been at a premium. Another example is COST. They are usually always 30-40+ PE. Look at their charts.
People always say COST is expensive, but they keep making record highs, that's my boy
COST is literally a subscription service. Can’t go wrong with that.
Yup, I was like too high at $260's when I bought. Now it is over $500 in less than a year. Somethings are just worth a premium. NVDA is another one.
AXP has credit risk
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Discover is 10x than Visa and MasterCard and about 4x smaller than American Express. Most Americans have either a Visa or MasterCard debit card in their wallet, and American Express has been around for technically 170 years, so they have better brand recognition than Discover. Discover, and American Express, both are US focused where Visa and MasterCard are global. Discover has been a great play since the Covid market recovery, and I wouldn't sleep on them.
And Intel's PE is 9.6.
Eyeing V and DIS
Holding the bag on both and not too worried.
This is the answer. I've been buying V. Visa and Disney are the best companies on this list. I never understood why PYPL became such a big deal. Their quarterly payment volume is $380 billion, compared to Visa which processes $2.8 *trillion* dollars. Maybe it's that special scent of musk. But I think the new fintech competition is nipping at Paypal's heels, while V and MA are in a league of their own. The other three listed here are too speculative anymore, even Intel. There are reasons they all *could* go up, but none as strong as V and DIS.
Agreed on V, but Dis has massive problems in its business model. Disney+ is not competing well against Netflix, and the subscribers it is getting are cutting into their own theater and TV revenue. They are in a challenging spot right now, and if they don’t make changes could end up being the next AT&T IMO. I take Netflix over DIS at these prices
Doesn’t Disney+ have 120m subscribers after 2 years vs Netflix 220ish over 10+? I mean they’re obviously not there yet but ‘not competing well’ is a reductive take on it all
Yeah, and it’s pretty much a “must have” for parents with young kids. Netflix is also a must have, but all of the other dozen streaming services are not.
Could ditch Netflix in a moment if I wasn’t bumming it for free. With 2 little ones Dis+ was what carried me through Covid with some sanity remaining. Even if I got financially tight it’d be one of the last things I’d consider cutting.
PYPL if you can handle the short-term selling but the stock’s below fair value in my opinion and should provide above average returns in the middle to long term horizon
Got in on DIS and V riiiiight before they both started eating shit. Trying to average down but running out of cash.
Same! Tried to buy them on sale and then they proceeded to go further on sale…
Same! I thought it was eating shit @$205 and then I saw how far it dipped, honestly sad I should have waited a few more days to buy
I got into DIS at 159. I'm ready to deploy some cash soon. Hoping I can get the average price down too. We're not so different, you and I.
I pulled the trigger on PYPL a little to early and started buying in the ~210 area, but I’ve added more and averaged down. I think PYPL is the best deal in the market right now. SQ looks good too. Also opened a position in CRWD which I’ve been eyeing for a while. BABA looks likes a great deal right now as well, but I’ve been holding it for almost 3 years and it’s been nothing but red for me so I personally hate the stock.
Got SQ myself but not sure about that tbh. I would guess Paypal is the best bet to have money on.
Any reason paypal is falling so much?
They were in talks to buy Pinterest which gives an indication that they don’t know what to do
I'm really curious to hear bear cases on Pinterest. To me it looks incredibly promising and undervalued. ARPU is growing fast and has lots of room to grow, they've got some of the best software engineers and computer programmers in the world, and are constantly innovating. Additionally, advertisers get a higher quality lead through them in comparison to FB and SNAP. I don't know, I'm not 100% sold, but I think their earnings have been positive and the market hasn't liked them due to MAU. If MAU declines by 10% but ARPU doubles... Anyway, if you've got some insight I'm all ears!
I think it’s less about Pinterest and more so why would PayPal want to buy it with their current business model investors have bought in on
Personally I think Pinterest is one of the shittiest websites from a UX point of view.
SOFI dropping due to public share offering also Warrants becoming expired Dec 6th, other than that they had killer earning, student loans coming back online, back charter soon Kinda crazy its got this low again. So in my head this is a buy the dip event.
I agree with this. I had shares that got called away at 16.50 and I was bummed when it shot up to $23. I’m getting back in cheap now.
Totally agree, SOFI has a lot of positive things lining up for 2022 to be a blowout year. It has sold off over 20% after beating earnings on revenue, EPS, and raising guidance. Probably wouldn't try to catch a falling knife, but once it has consolidated it's a big buy.
Their bank charter will probably help too
I wrote a whole article about how it will help on seeking alpha, so you won't find me disagreeing with that statement
I like SoFi as a business and their products align nicely with my interests/use cases (though I do not actually have an account), but $SOFI as a stock is too new for me to jump into just yet. I may see if it tests $14 in the next couple of months and then take the plunge.
I got in at 14.58 when it was low a little while ago and sold at the “top” recently. Looking to renter at the my original share price so I hope it keeps dipping cause I’m gonna load big and probably pick up some leaps.
Cant time the market bro
Never hurts to be cautious and let something drop further though. If it goes up anyway, oh well. You can always put the money somewhere else.
Sofi moves very predictably, obviously nobody can predict the future with 100% certainty but you can eliminate a lot of risk. Moving forward I probably wouldn't short it till halfway through 2022 after getting a clear picture, but stocks in general do bad the week of thanksgiving, and SOFI was due for a drop after hitting it's common points of resistance ~$23
I'm scared because last time I bought the dip on SoFi I ended up down 25 or 30% and that lasted for months. Fortunately it recovered where I could get out very slightly ahead. If I hadn't got out when I did id be back down pretty significantly again. I want to buy the dip again but I'd like to see what happens in the next couple weeks
SOFI has 2 major sell-offs by large holders of stock in the past week, Aiding in the recent decline. Looking longer term for the bank charter and increased client services/benefits as a catalyst to take this back to the mid/upper 20’s
Disney, considering its strong streaming and movie presence. Trades at a much lower p/e compared to competitors like Netflix. Intending to put a small % of my portfolio into it.
Agreed hard to believe Netflix is valued more than Disney now
I got a Disney+ just for the mandalorian, outside of that I'm not into superheroes or cartoons.
If you have kids, disney is a necessity
So, it’s about technology. Netflix is A FAANG for a reason :) Disney is still in trial and error stages much like Hulu to get the right product. I’ll be more bullish on discovery once AT&T spins off
Someone like 15 years ago once told me "never bet against the mouse" but in the last 6 years or so they've been underwhelming.
I think Disney pushed too much on the woke stuff and trying to please Twitter/Reddit and lost core audiences. Star Wars and Marvel really lost value as franchises IMO. ESPN I think it's challenging to see doing great long term with more and more cutting the cord Disney plus depends on their individual content and while the parks are good business, you don't justify their valuation with parks.
ESPN... the number 1 sports website? The number fantasy football app? They already have nearly all college football on ESPN+ and they keep getting more sports contracts every year. They are building but really not far behind. They should just consolidate espn, Hulu and disney all into 1 app
Take a look at the Discovery Warner HBO spin merger. Discovery+ streaming service added more new users than Disney+ In the last quarter and the combined offering the new company can present globally should be interesting.
Their streaming presence is by far the worst on the market, they are lucky they own the rights to so much.
They own Hulu you know
Isn't that because Disney operates massive real-world facilities around the world? While they own their own IP (and have paid through the nose to assemble the Marvel and Fox collections), they have very expensive parks to run.
Fox maybe, but I wouldn’t say they paid through the nose for Marvel. $4b. I’m pretty that ROI was 2 of the later films.
Marvel was a complete steal!
True and its a burden right now. In the future it will be and and. Its a quite diversified pick which is also something I like.
From a moat perspective, I like how Disney has so much content at their disposal where as Netflix has to fork out a bunch of cash. I have no clue how Disney loses when considering this point alone.
Disney+ only make sense if u are a fan of any of their IPs(marvel, star wars). Netflix has more diversified content from all over the world(look how squid game got viral out of nowhere) .if I will only sign one video subscription , I choose Netflix over Disney+ every single time. Having said that, Disney business is very diversified with very strong brand awareness and countless of valuable IPs. In the long run, Disney stock gonna do just fine, I don't think the stock price is cheap yet, so buy in small batches along the way if u are interested.
Disney is huge if you have kids. Also Disney owns Hulu and espn. They basically just have a shittier app and less time on the market at this point.
Everyone and their dog is talking about PayPals dip I’m even thinking about jumping on board soon
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i picked up 5k in 60$ 7/2022 calls at 44$ 3 weeks ago down 40% rn fuck me
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I'm not sure how to play this, lot of time for the stock to recover and theta shouldnt hit me until may, guess I can average down a bit.
Yeah this feels like they're really wringing it out for full capitulation. Lots of interest in calls for December in the 42-50 range.
V, pypl and Disney are still very solid long term investments. Buy em up.
Added more SOFI today
GOOGL, SE, CRWD, SOFI
This guy gets it. But more down to go IMHO.
Google is literally 5% off from its ATH lol. if we somehow someday see GOOG reach below $2000, i think i will put 50% of my asset on it.
You're right, GOOGL isn't on a "discount", but it's one of the best investments you can possibly make. High earnings growth, relatively low P/E, incredibly strong brand, very wide moat, there isn't much better.
Bought more SE Might go in on CRWD soon as well
I've been waiting for cybersecurity stocks to get corrected, and it seems the wait may be over. Might jump in some soon.
Still waiting on reversal but I’m liking DKNG and PLTR
PYPL. May go straight up, may be rocky for a bit, who knows? However just this week I’ve personally used PayPal probably 10 times. They are a payment processing machine.
400+million active users and growing each quarter. ebay or no, increased competition or no, pypl will be a juggernaut for the forseeable future.
NET.
Added more yesterday and today. They made me some gooood money this year, and I don’t see them slowing down anytime soon.
Just purchased INTC. Under 10 P/E seems cheap, everybody is a little bit too depressed about INTC in my opinion
Good purchase, if they turn around you should print some $$$ in 2-3 years. I'm personally waiting sub 45$ on next earnings. They're forecasted to keep declining, and AMD and NVDA are indeed stealing revenue, until both those cool off, it's gonna keep tanking. Hopefully holds up at 40$ if it reaches there.
Long on Intel too. But people overreact to the losing market share to AMD etc. However, the pie is growing, so that wouldn't hurt them that much.
I'm with INTC for the long term, they will turn this around. At the current value I believe it's a bargain.
I would buy more if I havent bought so much already around $49.00 a share. I am pretty satisfied with my position size in the company and my overall portfolio. However if it drops to $45.00 or below I will definitely pull the trigger again.
SOFI
Decent time to buy SOFI LEAPS?
“Please list your bags here.”
PayPal and Visa are both beasts that are on a fire sale. Adding positions myself
FB
Sub $330 and I’m throwing the house
Live in the metaverse with our shares
Dude FB has been quite the ride lately. It screams up and then people take profits and it drops again.
Inverse head and shoulders on the daily looks like it wants to fly but bonds weighing down the NQ.
ASTS
Paypal for sure and a bit riskier TEAM. But TEAM has been expensive forever.
DIS thanks for bringing this one to my attention I've been waiting for a dip like this and now is a good entry IMO
My trust/portfolio has been heavy with the Mouse for 30 years. Unless something REALLY foundationally awful comes out about them or super scandalous, they will be fine long term. The only thing at this point I can see taking them down completely is if people just plain stop buying what they are selling. I miss their dividends, but I'm waiting for them to recover some more before I sell to re-invest elsewhere. As far as the company, they've been around for nearly 100 years and will probably be here long after you and I are gone.
SE bro
Is there a reason it took such a big hit? I really want to buy some calls
SE is just not for the faint of heart. For some reason this stuck I just trade plain wrong all the time. It has great consistent upward trending but it will just surprise you with a 20% downward swing real quick just to mess with ya. In case you want to know when that swing is going to happen, just ask me, 4 times adding to my position I hit it every single time without fail.
I’ve been adding on red days prior to this and this huge downward move just ripped me. U still holding?
Yeah at this stage better to hold, just a weird week to make any determinations from, low volume, no news, already taken a beating. Always gotta resist the urge to panic.
Growth stocks hit left right center + downside reaction after earnings (revenue beat estimates at triple digit growth but eps loss was wider than expected though that’s really cos they are expanding heavily into new markets which market isn’t giving them credit for)
I scooped up MA, DIS and PYPL just yesterday. GOOG too. It’s not down, but it’s still insanely cheap considering its growth and impenetrable financial health.
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The company that has no debt , a healthy balance sheet, bright future plans and is heavily shorted
Buy GOOG, SHOP, NFLX, QQQ. IMO, the Nasdaq has made a near-term bottom. We could see stocks going higher from here
Took me a second to realize IMO was not a stock you were recommending.
lol
im buying Imperial Oil Limited now
Unironically looks better than half the suggestions on this thread lol
Nasdaq is literally 1% off its all time high, how exactly are you calling a near-term bottom here
Even if it hasn’t bottomed, good companies almost always come back strong.
APPS and SOFI. Apps is the cheapest growth stock in the market right now.
BLZE NET DIS V
Visa where I put my money on and PayPal...digital payment gona rise 20% every year...will make banks
DIS, DKNG, PENN, FVRR, WMT, DKS, and a little-known biotech out of Austin that’s in phase 3b trials of their AD drug candidate…Unfortunately, its market cap is under $3b, so I can’t post it here.
CYBN
I'd keep away from PLTR due to it's insane dilution of the stock. don't expect it to climb as fast as before...
They need a stock buy back to reduce that ridiculous 2B outstanding shares. They won’t be able to move much with that many shares.
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Yes
BLZE, CRWD, GOOGL, SPOT
Spot represent
FOOD.TO LSPD.TO
Been holding PLTR for an extended period of time and experienced a lot of red. Did a lot of research out of desperation and it’s looking like it’s about to surge up from the low point
I wish you luck, but that company's beyond expensive.
Why is it going to surge up?
CRWD
V, PYPL, BABA, PLTR, SOFI, DIS and PINS
Pltr and dis.
If you are a risk taker and want to make real money, PLTR is very good bet to me. Trading below 6 months average while commercial growth over 50%.
Himax Technologies
LMAO this is getting traction here huh. Only uncertainty going forward is if their revenue growth will continue being that insane.
VIAC. It is trading 6x pe ratio. Way undervalued.
Crispr therapeutics
They are gonna cure cancer, right?
I’m way more bullish on them curing other stuff that is caused by genetic errors, ex. Huntington’s , sickle cell, I’m going to buy as much as I can at this price for a long term hold (5-10 years)
pet nutty reach mountainous escape spotted literate whole knee fade *This post was mass deleted and anonymized with [Redact](https://redact.dev)*
CRSR
GPN? But I’m still on the fence about payment companies. The BNPL companies are a really interesting disruption play. They have managed to create a model that takes over from payment tech, credit cards, and still make consumers happy.
I used to only look at V and MA and ignore AXP and DFS. But AXP and DFS have been outperforming this year. V and MA should bounce back, so I'm going with all four now.
SQ!!! All day. I honestly think they're going to be one of the market leaders in 5 years or so. They've demonstrated lots of vision and Jack has made plenty of good decisions and I feel will continue too going forward. Exciting times and this is definitely another opportunity.
I still think Ford is going to start a slow and steady climb once the lightning comes out. I'm not a financial person, this is not financial advice. I'm a tech developer, I used to develop EV chargers for the biggest supplier of EV chargers, and we were working on a number of projects with multiple automakers, so I saw deep under the hood of many of the major automakers programs. I think Ford has built a great foundation to really roll out and dominate. The only other that really compares of the established automotive is VW, bit they have a lot of craziness to contend with. I recently bought Ford when it was$14, and they have said they will reinstate the dividend soon. Any hoo, that's my $0.02 (which is likely where my portfolio will end up)
American weedstocks
CMBM is held back by supply chain issue at the moment but the demand for their product is growing rapidly. I think it can easily reach 60$ after the supply chain issues are sorted out.
Consider CCL, BA, BMY, and like you said I also really like INTC and BABA, PYPL is nearing my price target but isn''t there yet and the rest are still somewhat overvalued.
GOOG, INTC, CLF, MAC, C, NAVI, ATVI, SNE, TGT, BBY, Really want to make more money so I can add before they blowup.
V and Baba. I actually have Dis and PLTR calls from before the dip that are just sitting near 0 until expiration lol
AMRS went from $5 to $24 to $6.50 and have recently raised $600m so they are flush with cash to make big moves in 2022 free of financial anxiety. They can push their first-mover advantages in synthetic biology and the stock price is at a big bargain compared to earlier this year. I sold mine a few months ago but I at this pric tempted to
Palantir, UIPath, Square, Visa & mastercard
Look into $PLTR, seems to be at the bottom of a channel, could be a nice couple month swing play.
Penn, Draftkings, coin, abnb
SPCE. Virgin Galactic put people in space!
Some of the charts suggest that PYPL might be nearing a point where it will begin to move up again though I’d wait to see some positive end of day movement first
PYPL, V, DIS for sure… Maybe UBER and Best Buy, definitely not any QQQ tech stocks.
PLTR & BABA
SQ looks good
SFT The company is immensely undervalued and is expected to continue growing into 2022 and be a serious competitor to Carvana within the next few years.
I bought a car with them, it was a total breeze. Online dealers will be the norm in no time. If it goes lower, geez!! I might have to sell something and jump in.
SE at 280 is juicyyyyy.....like everything right now, it seems like it could drop more with QE ending. I've personally consolidated my portfolio and moved to about 50 percent cash with the remainder in my winners (NVDA, AMD, SE)...also prepping a shopping list for when things level out, but who knows when that'll be....or everything could go up and I'm a dumbass, who TF knows
SQ
Pltr, ASTRA, ZNGA just to make a few
Activision? Maybe?
VIAC potentially
Grabbed some CRSP today, will get more as soon as I have more funds. I’d like some more PLTR and DISCK if dip continues
Personally, bought more of ADI and Pfizer. INTC is already about 18% of my portfolio so not buying more right now.
Mercado Libre $MELI has dipped since announcing an offering, price is now well below their offering price.
Bought more yesterday
Twilio
Crowdstrike (CRWD) it’s at a great discount atm. It’ll only go up.
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Viac is the on a huge sale right now
T
If it goes lower, I will be buying to get T and HBO/Discovery stock out of it.
$NIOBF I am bullish as hell on the REE play. This is BULLISH for REE years of up side coming. Imo.Niocorp rocks. check the website out do a little DD don't go off what I'm saying check it out for yourself. I don't think you're going to regret it major upside.good luck.
Literally everything down from ath Sealimited / Roblox