Stock Advice Thread

BlueRaider22

New member
Sep 24, 2003
15,562
9,058
0
After hearing the nightmare of being trapped on that cruise for a month, it's going to be years before I ever step foot on one. But that's just me.

Maybe shorting all the Peloton and home gym stocks? Seems all those companies are taking big hits, and with warm months coming, I doubt sales for home gym equipment (something the northen states rely on more in cold months) will be any good.


Yeah, I imagine there are many who feel that way about cruises.......but I can a TON of people booking vacations soon......might be a short opportunity there.
 

LineSkiCat14

Well-known member
Aug 5, 2015
37,306
57,118
113
Yeah, I imagine there are many who feel that way about cruises.......but I can a TON of people booking vacations soon......might be a short opportunity there.

I'm a huge proponent of AirBNB and Vrbo.. I'm sure those will do well along with the other hotel and travel stocks. Something tells me that at worst.. we have one more winter of COVID.. but even then, It will be even weaker and people will care even less.
 
  • Like
Reactions: BlueRaider22

jameslee32

New member
Mar 26, 2009
33,643
22,325
0
Jan 28 was the recent bottom for ABNB and although it's up 36% since then, they also just announced a profit after topping estimates on earnings and revenue. Looks like either a turnaround story or favorable comps or both could be true.

Airlines and cruise lines haven't run as much as the best hotel stocks and also have headwinds from higher fuel prices.
 

LineSkiCat14

Well-known member
Aug 5, 2015
37,306
57,118
113
Jan 28 was the recent bottom for ABNB and although it's up 36% since then, they also just announced a profit after topping estimates on earnings and revenue. Looks like either a turnaround story or favorable comps or both could be true.

Airlines and cruise lines haven't run as much as the best hotel stocks and also have headwinds from higher fuel prices.

I wonder if air and sea still worries people, where as AirBNB can actually be used to "get away" from people by only driving a few hours. Technically don't have to be around anyone, from start to finish.

We've used AirBNB and similar services about 6 or 7 times during covid, mostly because it was an easy way during COVID to get a small vacation in.
 

jameslee32

New member
Mar 26, 2009
33,643
22,325
0
I wonder if air and sea still worries people, where as AirBNB can actually be used to "get away" from people by only driving a few hours. Technically don't have to be around anyone, from start to finish.

We've used AirBNB and similar services about 6 or 7 times during covid, mostly because it was an easy way during COVID to get a small vacation in.
Public Health is a disaster for a variety of reasons. So many people on both sides of the pandemic issue just don't care anymore even as 3000 people die daily. While disruptive companies that have benefited from Covid show that we're never going back to the old ways, you have to wonder how much growth is still ahead.

What I've read is unique about ABNB is bookings are longer in duration than traditional hotels. More than even THEY anticipated which is only good news. It's like social media in some ways in that the rooms and houses (content) is provided by others. DoorDash, Uber Eats, etc. also being unique in benefiting that way perhaps.
 

BlueRaider22

New member
Sep 24, 2003
15,562
9,058
0
I did that last year and then another variant hit. Didn't work out.


Yeah, but as of right now the cruise lines in general are quite a bit cheaper than this time last yr......and there are many indications that this pandemic is starting to end. We didn't have any indications last yr.
 

Chuckinden

New member
Jun 12, 2006
18,974
5,868
0
Yeah, but as of right now the cruise lines in general are quite a bit cheaper than this time last yr......and there are many indications that this pandemic is starting to end. We didn't have any indications last yr.
I disagree about no indications the pandemic was ending last year.
 
  • Like
Reactions: BlueRaider22

LineSkiCat14

Well-known member
Aug 5, 2015
37,306
57,118
113
What's everyone's thoughts on the stocks/economy with Ukraine? I'm thinking a big sell off is coming. But maybe a good time to buy? Energy stocks appear to be bearing the brunt of this.
 

jameslee32

New member
Mar 26, 2009
33,643
22,325
0
Oil may have hit a temporary top. Probably too late to sell everything else. The only thing I'm buying is JEPI with a 7.5% yield.
 

LineSkiCat14

Well-known member
Aug 5, 2015
37,306
57,118
113
Oil may have hit a temporary top. Probably too late to sell everything else. The only thing I'm buying is JEPI with a 7.5% yield.

Definitely going out to fill up the cars before it jumps.. and also fill up the snow blower for the 12 inches were getting tomorrow.
 

AustinTXCat

Well-known member
Jan 7, 2003
52,050
305,762
113
Yeah, thanks, I'll take a look. Jumped into FHN today for a couple reasons. First, they raised their dividend every year since at least the past 8 years. Second, it's a well-established, regional brand name. If you recall Cats basketball game last Saturday against Vols at TBA, First Horizon advertised on the court sidebars. Decent southeast footprint. Perhaps not Regions, but widely known. Lastly, FHN announced a stock buyback last month.

I wanted something similar to PBCT and FHN checks many boxes. This issue is going very long for me. I'll look at KRE or IAT. Again, thanks.
Well, not long enough. Been in FHN barely a year and already undergoing M&A. Sigh. Decent profit. May jump back into Regions.

 

jameslee32

New member
Mar 26, 2009
33,643
22,325
0
Sold out of PM today. I have others that give me yield with better growth than a tobacco stock.
 
Mar 26, 2003
5,688
1,812
0
I haven't been paying alot of attention to the tech sector, oddly because that's where I work, but it has taken a BEATING! At least the companies in my space. I've been keeping an eye on DDD for a while, they came out with positive earnings and revenues but the stock has been beat down. Thinking about a long term position on this.
 

BlueRaider22

New member
Sep 24, 2003
15,562
9,058
0
Still doesn’t interest me yet.

It doesn't make the company more valuable, but you know the ignorant will jump all over it thinking it does.

Full disclosure, I don't have any liquid cash right now......and already own some AMZN......so, I'll probably sit this one out.
 

lz

Active member
Jan 27, 2002
28,669
32,278
83
It doesn't make the company more valuable, but you know the ignorant will jump all over it thinking it does.

Full disclosure, I don't have any liquid cash right now......and already own some AMZN......so, I'll probably sit this one out.
Yep, held AMZN for several years, found what I think are better alternatives. Crazy, disruptive world out there currently, wish I had a crystal ball.
 
  • Like
Reactions: BlueRaider22

jameslee32

New member
Mar 26, 2009
33,643
22,325
0
Not taking big bets on anything but I bought AMZN near the recent lows. Also bought some WMT late last year.

AMZN has doubled income and revenues since 2018 but really needed to do something with all that cash. Both should also increase online sales with higher gas prices.

KR, WMT and AMZN all now have recurring revenue streams as well. KR is calling their subscription service Boost. WMT calls theirs Walmart+ and everyone knows about Amazon Prime.

Boost is very timely as that subscription doubles their fuel rewards points at KR gas stations.
 
Last edited:

lz

Active member
Jan 27, 2002
28,669
32,278
83
Not taking big bets on anything but I bought AMZN near the recent lows. Also bought some WMT late last year.

AMZN has doubled income and earnings since 2018 but really needed to do somethig with all that cash. Both should also increase online sales with higher gas prices. KR, WMT and AMZN all now have recurring revenue streams as well. KR is calling their subscription service Boost. WMT calls theirs Walmart+ and everyone knows about Amazon Prime.
Good, patient investors like you and Austin do well with those type of stocks. I’ve gotten long in the tooth, but still love GARP, just feel I have to turnover stocks more quickly than I did previously!
 
  • Like
Reactions: jameslee32

jameslee32

New member
Mar 26, 2009
33,643
22,325
0
Good, patient investors like you and Austin do well with those type of stocks. I’ve gotten long in the tooth, but still love GARP, just feel I have to turnover stocks more quickly than I did previously!
This is the kind of growth that investors will seek out in 2022, Growth At a Reasonable Price. AMZN PE is now in the low 40's. I've been on that train for years with CSCO, JPM, AVGO etc.
 

BlueRaider22

New member
Sep 24, 2003
15,562
9,058
0
Whoah?! China stocks going off from being backed by the council.....

BABA 22.86%
JD 31.30%
LI 27.52%
NIO 19.29%
SE 15.69%
TCEHY 25.49%
XPEV 25.76%
 
  • Haha
Reactions: jameslee32

jameslee32

New member
Mar 26, 2009
33,643
22,325
0
Whoah?! China stocks going off from being backed by the council.....

BABA 22.86%
JD 31.30%
LI 27.52%
NIO 19.29%
SE 15.69%
TCEHY 25.49%
XPEV 25.76%
That's so insane. They're in Covid lockdown all over China. But otoh the Internet keeps 1 billion people connected. Watch those stocks.
 
  • Like
Reactions: BlueRaider22

Dubya C Dubya

New member
Jan 21, 2022
1,744
3,290
0
I know many have an issue with Altria (MO), but the plain fact is that it's the 2nd best performing stock in the history of the stock market (with dividends reinvested). Only Berkshire has done better. I got in last year at 42/share. The dividend was $ 3.44 per year. It gets raised every August. $ 3.60 now and will get raised to $ 3.76-3.80 this August. They've raised the dividend 52 times in 50 years and it's a "Dividend King". They are transitioning people over time to non-combustibles (vaping, Oral Pouches, etc) and though smokers are on a slow decline, tobacco use is actually growing. The also bought Cronos and are positioning themselves for when Mary Jane is legal. Marlboro Greens, anyone?

It should be in every portfolio. Fast food and sugar kills just as much or more than tobacco, so I have no issue with it.
 
  • Like
Reactions: AustinTXCat

LineSkiCat14

Well-known member
Aug 5, 2015
37,306
57,118
113
Anyone here dabble in I-Bonds? Just reading about them briefly, and it seems like a good (albeit minuscule) way to get a little bit of savings during a high inflationary period. Sure beats a 0.5% interest rate in a HYSA.
 
  • Like
Reactions: AustinTXCat and lz