The Official Stock Market Thread

[JMarchand1981]

ICHR is absolutely insane right now.

[finfangfan]

Originally Posted by JMarchand1981

ICHR is absolutely insane right now.

Your AI pick old thread has done well for me lately too. I’ve been in and out of it 2.5 times (last time wasn’t able to buy enough on the dip in time) since you mentioned it in December and have netted $673.15.

Still sitting on 1 share in my account. For some reason I find it’s easier for me to track certain stocks and reenter on the dip if I leave a share in my account as opposed to watch list.

[Josh611]

Originally Posted by JMarchand1981

Terrible jobs report. Absolutely terrible.

Yup. When this rally ends it’s gonna be a nasty rug slip IMO.

[JMarchand1981]

ICHR is up 8% at 10:30.

Average volume is 366k
Volume at 10:25 is 211k.

[patchgenie]

some nice hits on SEED and CRSAW today. i added some WOW (for how long idk). this was a interesting read:

https://junkbondinvestor.substack.co...deopenwest-wow

and some TSE, they added a higher margin business, cut dividend to pay for it now, and they are going to sell the synthetic rubber business for 800+ million potentially. they should be able to bring the dividend back at some point this yea i'd guess. some solid articles on seeking alpha.

added BSN and AVAN warrants as well.

[cnewby]

Anyone else in NNDM? I bought 50 shares back in November, not sure what to do with it now. Up 261% since then. Down 10% today.

[JMarchand1981]

Originally Posted by cnewby

Anyone else in NNDM? I bought 50 shares back in November, not sure what to do with it now. Up 261% since then. Down 10% today.

They are diluting machines. Every time that stock moves up double digits, they dilute.

It just happened to you. It's ground floor investing, so I get that. You can make a ton of money, but I just don't like being diluted (although the Corporate Finance guy in me understands that the cost of equity is at its lowest when the share price is high...so technically it is the right time for them to do it).

[Josh611]

Originally Posted by JMarchand1981

They are diluting machines. Every time that stock moves up double digits, they dilute.

It just happened to you. It's ground floor investing, so I get that. You can make a ton of money, but I just don't like being diluted (although the Corporate Finance guy in me understands that the cost of equity is at its lowest when the share price is high...so technically it is the right time for them to do it).

Really cant blame them for doing it at all. Can't believe Gamestop hasn't taken advantage of that the past couple of days.

[cnewby]

Originally Posted by JMarchand1981

They are diluting machines. Every time that stock moves up double digits, they dilute.

It just happened to you. It's ground floor investing, so I get that. You can make a ton of money, but I just don't like being diluted (although the Corporate Finance guy in me understands that the cost of equity is at its lowest when the share price is high...so technically it is the right time for them to do it).

So if I'm not interested in it long term, should I hold another week or so and wait for some positive trend to get out?

[JMarchand1981]

Originally Posted by cnewby

So if I'm not interested in it long term, should I hold another week or so and wait for some positive trend to get out?

That's a great question. Um. give me a minute.

[finfangfan]

Originally Posted by cnewby

So if I'm not interested in it long term, should I hold another week or so and wait for some positive trend to get out?

Why treat it as an All In or All Out scenario? Since you’ve had success with it maybe consider trimming some of your gain and letting the rest ride for awhile. Sell it off in steps based on goals you may have set for the investment.

[Josh611]

Originally Posted by cnewby

So if I'm not interested in it long term, should I hold another week or so and wait for some positive trend to get out?

What he said below is spot on. You're the only one who knows your own needs/goals/investments. I'm assuming you bought in under $4 or around? Could always just take out your cost and then let the rest ride. That way you're never hurt.

Personally, if I'm in a position that's just a trade and not investment, I will usually sell my shares in thirds. Works for me, not necessarily everyone.

Originally Posted by finfangfan

Why treat it as an All In or All Out scenario? Since you’ve had success with it maybe consider trimming some of your gain and letting the rest ride for awhile. Sell it off in steps based on goals you may have set for the investment.

[cnewby]

Originally Posted by Josh611

What he said below is spot on. You're the only one who knows your own needs/goals/investments. I'm assuming you bought in under $4 or around? Could always just take out your cost and then let the rest ride. That way you're never hurt.

Personally, if I'm in a position that's just a trade and not investment, I will usually sell my shares in thirds. Works for me, not necessarily everyone.

Tks all. I got in at 2.84 actually. Will sell off my initial investment then go from there.

[JMarchand1981]

Originally Posted by cnewby

So if I'm not interested in it long term, should I hold another week or so and wait for some positive trend to get out?

If you aren't interest in it long term, take the money and run. If you want a piece of the upside, leave your original capital in and treat yourself with your gains.

[finfangfan]

Visa dropping due to failed attempt to acquire Plaid.

[xbignick]

Bought some DPZ today.

Eyeing adding some KO to my long-term account as it has been heading down the last week.

Have an order in to sell half my BABA if it hits $250, might get there (and keep going) if Jack Ma steps out.

[mike1498]

Beyond Meat had a nice pop so far today up 13%. I bought a week ago at 128 and was starting to get nervous where it would find support.

[awz50]

Cciv and gme are killing it again for me

Plus ford got a nice boost

[JMarchand1981]

Originally Posted by xbignick

Bought some DPZ today.

Eyeing adding some KO to my long-term account as it has been heading down the last week.

Have an order in to sell half my BABA if it hits $250, might get there (and keep going) if Jack Ma steps out.

Bravo on DPZ. I never see or hear anyone talking DPZ. Leadership there is absolutely fantastic. Cutting edge of everything for a pizza company. They make a ton of money and have oodles of FCF. Bravo.

[Josh611]

Man FB has been getting kicked to the curb the past 2 weeks. Obviously risks with this one but if it falls to the low $230s I don’t think I’ll be able to help myself.

[finfangfan]

Palantir up 6.5% after hours.

[33GHill]

Originally Posted by John91C

Anyone looking at FCEL or GEVO?

Yeah bought some FCEL at $4 last November will probably unload some if it hits $20.

[finfangfan]

Originally Posted by finfangfan

Palantir up 6.5% after hours.

Up 9% now... time to trim!

[xbignick]

Originally Posted by xbignick

In the last thread when we were discussing SPACs I mentioned I was in Klein's CCIV.

I sold on news linking them to Direct TV but looks like that fell through and now they're being linked to EV, Lucid Motors. Big miss.

Halted on way up.

[xbignick]

Originally Posted by JMarchand1981

Bravo on DPZ. I never see or hear anyone talking DPZ. Leadership there is absolutely fantastic. Cutting edge of everything for a pizza company. They make a ton of money and have oodles of FCF. Bravo.

That and CMG have been on my watchlist for a couple months, sold SBUX after about a 30% gain so decided it was time to jump in one of the others. It seems they're killing the chain pizza game and I don't see anyone beneath them threatening that.

Anyone have thoughts on CMG?