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18 September 2020, 06:06 AM | #4681 |
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Well, PENN and DKNG managed to salvage an otherwise 'meh' day. Was expecting a lot worse.
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18 September 2020, 06:09 AM | #4682 | |
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Second that. Could have been much worse, and at least somewhat encouraging that we’re consolidating here and the selling isn’t accelerating. Sent from my iPhone using Tapatalk |
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18 September 2020, 11:00 AM | #4683 |
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Anyone following NKLA? Not a share holder but after reading the research sounds like they could be a in a ton of trouble. If I wasn’t too afraid I’d be opening a short position on them.
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18 September 2020, 11:40 AM | #4684 |
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18 September 2020, 12:05 PM | #4685 |
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Did well on GE this week
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18 September 2020, 01:03 PM | #4686 |
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True. I was in for 3 days in June, read Milton's twitter exchanges, listened to a few Cathy Wood videos, and managed to sell for a small profit. Was like a soap opera. Rolled that money into TSLA & DKNG. Less drama and never looked back
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18 September 2020, 09:21 PM | #4687 | |
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https://www.marketwatch.com/story/te...S%3D1600427683
No tech bubble here, according to Credit Suisse. CNBC says continue to add on weakness to big tech, and I completely agree. Quote:
Let's not forget that even with sector rotation, it doesn't take away from the fact that COVID has brought digital transformation a lot closer / quicker to the forefront than anything we could have imagined (e.g. telehealth, e-commerce, edge computing, etc). None of that changes.
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18 September 2020, 09:41 PM | #4688 | |
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If anything, you could argue that bankers actually did not due their job well as they did not anticipate how hot the IPO would be and should have priced it way higher. |
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18 September 2020, 11:06 PM | #4689 |
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18 September 2020, 11:22 PM | #4690 | |
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Down 3% in pre-market. I hoped ORCL and Trump donor Ellison would be enough to push the deal though. Sent from my iPhone using Tapatalk |
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18 September 2020, 11:46 PM | #4691 |
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Broke my "not investing in new IPOs" rule and initiated a small position in AMWL. It hasn't runup like crazy when compared with other IPOs, and I do see value in the company here.
Shifted some money from TDOC and moved into AMWL to hedge; I consult in the healthcare field and do believe that these two are the major players in Telehealth...doesn't hurt to own both.
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19 September 2020, 12:21 AM | #4692 | |
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Out of interest, may I ask what areas you consult in for healthcare? As I’ve mentioned before, I work in healthcare/technology as well, so just curious :) |
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19 September 2020, 12:42 AM | #4693 | |
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19 September 2020, 02:47 AM | #4694 |
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I’ve gotten rid of most of my stops, but still have one in place for AAPL. And it’s getting close to hitting. Not really sure what I want to do here. I suspect if it’s gonna hit, it’ll do it here in the next hour.
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19 September 2020, 02:59 AM | #4695 | ||
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This is typical for AAPL, everyone loves to hate this company, they never deliver enough some people say. And yet the stock is up 1021% with two splits over the last 10 years and they just keep growing. Also watching the downgrades of HD and LOW, according to Oppenheimer Quote:
I want to be a buyer soon of AAPL, HD, AMZN and maybe LOW if we get some downside pressure here. I am watching the close and into next week, there may be some chances here.
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19 September 2020, 03:01 AM | #4696 | |
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19 September 2020, 07:32 AM | #4697 |
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another day of marginal losses (<1%) lead by AAPL and PENN. Big loser for the week being AAPL, which, admittedly, I wasn't expecting given the Tuesday event. I guess remnants of sell-off + lack of iPhone 12 (despite clear indications it would not make a debut) kept it from leveling off. We'll see what happens. Never hit my stop.
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19 September 2020, 07:38 AM | #4698 |
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SP 3000 held today, we’ll see what next week brings. Seems we keep testing support here. Anyone think we bounce from here?
I think if the market breaks down at this level, next stop may much lower. Sent from my iPhone using Tapatalk |
20 September 2020, 08:20 AM | #4699 |
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https://www.cnn.com/2020/09/19/tech/...val/index.html
Well, FSLY didn’t really react to news Friday. We’ll see what happens Monday. |
20 September 2020, 03:30 PM | #4700 | |
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Sent from my iPhone using Tapatalk |
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21 September 2020, 12:14 AM | #4701 |
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Tik Tok deal has been approved, thinking this may (hopefully) improve market sentiment short term
https://www.cnbc.com/2020/09/19/trum...n-concept.html |
21 September 2020, 08:30 PM | #4702 | |
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I am getting very defensive here. I will post more when I have a chance to go over the information. Nikola, Tesla, Dow Futures, TikTok - 5 Things You Must Know Monday https://www.thestreet.com/markets/5-...-monday-092120
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21 September 2020, 09:14 PM | #4703 |
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As much as a political play, I think the Covid numbers have a lot to do with it. Europe may go back on lock down with almost 20,000 new cases just this weekend if the numbers are correct.
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21 September 2020, 10:02 PM | #4704 |
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https://www.cnbc.com/2020/09/21/sp-5...watch-now.html
Turning out to be the worst September since 2011. Sector rotation seems to be the consensus and while picking up some value names might not be a bad idea, I am still staying very long (if not completely) in tech. Still hard for me, as a growth investor not looking for dividends, to look at some of these cyclicals and say "this is good value and will rise over the next year" with A.) still so many unknowns with COVID / the economic bounce-back and B.) the opportunity to deploy that money elsewhere in tech.
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21 September 2020, 11:47 PM | #4705 | |
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22 September 2020, 12:01 AM | #4706 |
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Hit the stop with some of my AAPL. Was in the process of lowering it, as I don't want it to hit overnight without chance of early morning recovery, when the ol' Monday morning anti-virus software scan tanked my computer. C'est la vie. I blame my IT guy.
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22 September 2020, 12:01 AM | #4707 | |
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I still have long term core holdings but I am not buying anything here. Everyone should look at the bigger picture and decide what their risk tolerance is and how to protect gains and how to preserve capital. Good luck everyone
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22 September 2020, 12:11 AM | #4708 | |
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I'm a bit riskier than most; will be staying invested here and still looking looking to add to my tech names on more weakness. I plan on riding the wave - but again, I'm mainly in growth and am ok with the big swings down; would hate to miss the swings up. This is equal parts due to age (long time horizon), taxes and my bullish nature.
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22 September 2020, 12:31 AM | #4709 | |
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Asking your serious opinion, not questioning your logic |
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22 September 2020, 12:58 AM | #4710 |
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TSLA had a seemingly random tank of about 10% about 30mins ago. Can't find anything that would've sparked that.
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