Spekulatius Posted May 21, 2021 Share Posted May 21, 2021 KNBE - recent IPO that I learned about in the MF Industryfocus podcast. Cybersecurity play that focuses on Training. Seemed like a timely pick after thr Colonial pipeline disaster that sure must have raised the visibility about fishing attack risks. The stock tanked after earnings and I am not quite sure why. Earnings and CC seemed fine to me. Link to comment Share on other sites More sharing options...
ANP301191 Posted May 21, 2021 Share Posted May 21, 2021 10 hours ago, formthirteen said: More dog money for my 401 (K9): So much wow. @formthirteen you made my week, I have it on repeat Link to comment Share on other sites More sharing options...
K2SO Posted May 21, 2021 Share Posted May 21, 2021 Could not resist starting a position in BRND.A Here's a quick overview: https://mindsetvalue.substack.com/p/the-most-valuable-greenhouse-in-america Link to comment Share on other sites More sharing options...
Broeb22 Posted May 21, 2021 Share Posted May 21, 2021 VZIO...buying the shitco version of ROKU Link to comment Share on other sites More sharing options...
Viking Posted May 21, 2021 Share Posted May 21, 2021 Interfor (iFP.TO). Lumber companies are raining cash. Will pay a $2 special dividend (with likely more to come). Supply / demand imbalance could remain in place for years (BC is not able to ramp production like it historically has dues to mountain pine beetle - in fact it will be reducing production in the coming years). The US South will become the new swing producing region but it will take years for new mills to open. Bottom line, if lumber prices stay above $1,000 for SPF into 2022 all lumber producers are going to earn obscene amounts on money. Time to do a deeper dive this weekend... Link to comment Share on other sites More sharing options...
cubsfan Posted May 21, 2021 Share Posted May 21, 2021 Bought back DISCK $29.37 Link to comment Share on other sites More sharing options...
Gregmal Posted May 21, 2021 Share Posted May 21, 2021 Been shorting a few PSTH Aug and Sept $20 puts. Link to comment Share on other sites More sharing options...
Ismael Posted May 21, 2021 Share Posted May 21, 2021 2 hours ago, Viking said: Interfor (iFP.TO). Lumber companies are raining cash. Will pay a $2 special dividend (with likely more to come). Supply / demand imbalance could remain in place for years (BC is not able to ramp production like it historically has dues to mountain pine beetle - in fact it will be reducing production in the coming years). The US South will become the new swing producing region but it will take years for new mills to open. Bottom line, if lumber prices stay above $1,000 for SPF into 2022 all lumber producers are going to earn obscene amounts on money. Time to do a deeper dive this weekend... Have you looked at ICLTF? Link to comment Share on other sites More sharing options...
Casey Posted May 21, 2021 Share Posted May 21, 2021 recent buys: AMZN, FB, MSFT, V, ETSY, RBLX Nothing special just tech and ad businesses! Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 23, 2021 Share Posted May 23, 2021 been averaging down BTC and ETH. Ouch... Link to comment Share on other sites More sharing options...
blindsquirrel Posted May 24, 2021 Share Posted May 24, 2021 Over the las couple weeks I have been buying Peloton ($PTON) and just published a write up on the company Link to comment Share on other sites More sharing options...
blindsquirrel Posted May 24, 2021 Share Posted May 24, 2021 https://blindsquirrel.substack.com/p/peloton-the-antidote-to-laziness Link to comment Share on other sites More sharing options...
lnofeisone Posted May 25, 2021 Share Posted May 25, 2021 Bought back ETH and ABNB starter positions. Link to comment Share on other sites More sharing options...
shamelesscloner Posted May 25, 2021 Share Posted May 25, 2021 KVSA at $10.02... work your magic Vinod! Link to comment Share on other sites More sharing options...
Gregmal Posted May 25, 2021 Share Posted May 25, 2021 BIDU Link to comment Share on other sites More sharing options...
nwoodman Posted May 26, 2021 Share Posted May 26, 2021 USAP Link to comment Share on other sites More sharing options...
cubsfan Posted May 26, 2021 Share Posted May 26, 2021 SPLK, Splunk - $121.25 Link to comment Share on other sites More sharing options...
lnofeisone Posted May 26, 2021 Share Posted May 26, 2021 trying to get a starter position in ZIP Link to comment Share on other sites More sharing options...
rkbabang Posted May 26, 2021 Share Posted May 26, 2021 On 5/25/2021 at 1:52 AM, lnofeisone said: Bought back ETH and ABNB starter positions. ABNB at $81B still looks rich to me. I want to buy it at under $60B which would be somewhere under $100/sh, I'm hoping I get the chance. ETH is a good buy here I think, but even after selling almost half of mine and the price drop it is still my 2nd biggest holding (BTC is still my largest) so I'm not buying more right now. Just wait and see for crypto for a while, unless it really crashes, at some point I won't be able to help myself. Link to comment Share on other sites More sharing options...
Gregmal Posted May 26, 2021 Share Posted May 26, 2021 Added some Z, BIDU, VIX calls, PTON puts, SPCE puts Link to comment Share on other sites More sharing options...
Ilyich Posted May 27, 2021 Share Posted May 27, 2021 Phosagro. Better late than never.. Link to comment Share on other sites More sharing options...
cubsfan Posted May 27, 2021 Share Posted May 27, 2021 (edited) GOOGL @ $2375. oops. Edited May 27, 2021 by cubsfan Link to comment Share on other sites More sharing options...
Gregmal Posted May 27, 2021 Share Posted May 27, 2021 Bought some CASH for a quick swing trade. Looks primed for a breakout. Also bought some NKLA puts. Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 27, 2021 Share Posted May 27, 2021 a bit to BRK.B. No new news, just adding as funds free up. Link to comment Share on other sites More sharing options...
nwoodman Posted May 29, 2021 Share Posted May 29, 2021 More USAP. Not difficult to see a decent ramp in aero as things return to post covid normal. Price target simply book of $20+. Operational leverage is the key https://www.thestreet.com/investing/boeing-general-electric-leap-as-airbus-boosts-production-targets Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now