OT: Stock and Investment Thread
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Also TTD above $40. Might rally back hard (from the All-Star Charts crew). Also, C/Citibank is heading back to pre-GFC levels. And FMC above $14.5.
Bought my first gold miner last week. HMY (buy above $19.....rally to $30 and then $49). As per technicals. So far so good.
Denali is an ultra-strong buy (cited so by 17 out of 18 industry analysts). Its science and platform could be revolutionary (and applied to various conditions), but as with all clinical-stage companies, there is huge risk. Regardless, I think this is a good swing or miss opportunity (just like Prime Medicine/PRME which I own). I'm adding this to my biotech watchlist.
From an analyst article:
Denali Therapeutics has done well to develop its pipeline. Yes, I will be the first to admit that it didn't pan out with respect to the continuation of DNL343 for the treatment of patients with Amyotrophic Lateral Sclerosis [ALS]. The phase 2/3 HEALEY ALS Platform Trial Regimen G was trying to see if there were at least some type of biomarker findings [neurofilament light chain] that would allow it to continue this specific program. However, even if you set this aside, it has made headway with the FDA agreeing to a Priority Review filing for potential Accelerated Approval of tividenofusp alfa for the treatment of patients with MPS II.
Where the risk still remains is whether or not it is actually going to be allowed Accelerated Approval based on the surrogate biomarker endpoint of reduction of CSF HS. If this doesn't happen, then it is going to have to rely on its confirmatory study, which is likely to take a longer time to complete. The beauty of this biotech is being able to expand the use of its ETV platform to target a host of many other lysosomal storage disorders. I went over some of these above, like FTD-GRN, Pompe, Gaucher, and MPS I.
With the expected Priority Review PDUFA date of April 5, 2026, of tividenofusp alfa for the treatment of patients with MPS II, plus the ability to expand with expected data at the 2026 WORLDSymposium from the phase 1/2 study using DNL126 to treat patients with MPS IIIA, I believe that DNLI stock should remain with a Strong Buy rating.
Thx I’ll take a shot at Denali.
Going down the spec road with precious metals royalty cos…AAGGF and EMPYF…also bought Barrick yesterday.
Remember when Elon was killed in this thread for his foolish purchase of Twitter? Good times.
His $20B investment is now worth $120-140B.
His $20B investment is now worth $120-140B.
Check out HMY for a gold miner play. The chart looks good, but this hasn't been one of the big miners that already rallied hard.
Yeah I’ll check it out. I thought the precious metals mania was gonna slow down but more likely to go through the roof now with the globe on edge and industrial needs. I’ve been reading up on royalty companies. There is a uranium royalty company UROY that could be interesting spec play.
He is a genius by selling Twitter to xAI. It’s not his best move. Nothing can beat selling Solar City to Tesla.
Good parallel. That was another move that was panned at the time that has worked out very well. I see a pattern developing
It certainly helped out the owners of the companies that got bought. When the company is too big to be bought by another company you control, you just have to tell your shareholders your company is changing. Tesla is not a car company.
Annual bonus time coming up at work.... will have some extra money to invest. I'm mainly an index guy, so would dump this into VTSAX or SPY and let it sit for a long time. I hate buying at all time highs. I'm wrestling with dumping money in right away, forget about it and move on, or try to let some steam off this current market run and wait for a 10% pullback.
Plow it all into RIVN! Go big or go home. LOL!
Actually, the data suggests investing a lump sum even at all-time highs is the best choice. I believe this works best ~60% of the time. Over 98% of the time a new all-time high leads to another all-time high. This makes logical sense, but obviously the emotional aspect of this is more difficult.
My advice, you can make more than one choice. For example, half in the market now, have keep in cash until you feel comfortable. Something like that?
COMP has been a big winner for me. Another big day today.
Originally bought it under $4, now over $12.
I even had a good trade in there where I sold in the high $7's and bought back under $7.
Still dirt cheap on price to rev's at under 1x.
Already cash flow positive, and EPS positive expected in 2026.
Originally bought it under $4, now over $12.
I even had a good trade in there where I sold in the high $7's and bought back under $7.
Still dirt cheap on price to rev's at under 1x.
Already cash flow positive, and EPS positive expected in 2026.
I added to my AMZN position last week, but should have bought Jan 2027 calls! This one wants to run. Perhaps the Google of 2026?
My SLB gave back a little, but seems to be holding strong. XOM round tripped, but still looks bullish. The initial Venezuela pop was CVX, SLB, XOM, and VLO. Many other oil stocks tanked. I assume most investors don't think DVN will benefit. I believe OXY got hit as well.
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PSX(which I own) and MPC(which I don't) popped nicely too.
Refiners over producers which makes sense.
Don’t know what to make of COMP because I think the real estate industry is going to undergo some massive changes. I loved Zillow until it sank fast and I had to jump ship. And the fact that Google is testing real estate listings as part of search features could be a killer.
Bought RKT and FIGR last year at their lows and doubled my money already. I think both are gonna keep running as long as there are no rate surprises. FIGR is one of the most interesting stocks in my portfolio b/c they are one of the only real companies that’s commercializing blockchain. Not like these other BS “projects” you hear about. It’s legit.
I've had RKT on my watchlist for the past few months, looking for an entry point. I missed its latest move.
I believe there is a time/movement component to this. A new ATH hits another new ATH prior to it dipping X% or something like that. It's a metric that is cited quite often on CNBC and other financial outlets. But I get your point! LOL.
Gov'ment starting to by bonds. New form of QE?
Trump instructs ‘representatives’ to buy $200 billion in mortgage bonds, aiming to lower rates
Trump instructs ‘representatives’ to buy $200 billion in mortgage bonds, aiming to lower rates
I'm seeing I went from slightly red at close, to in the green in extended, wasn't sure why.
Mortgage plays popping.