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Stock Pickers thread

The Ford F150 looks like it could be a real success but only if Ford can actually deliver it on a timely basis.
The Mach e also looked promising but has been a big disappointment largely due to production issues. Tesla Y is only getting better.
 
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I bought ANY, a Bitcoin miner this morning and it went up 20%. Had a limit order set to sell but missed. We’ll see what tomorrow brings
 
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I've sold Puts on MVST and WISH. Sept 17th expire for both, MVST at the 7.5 Strike and WISH at the 6.5 Strike. Both are printing. I started a small position on ISWH (Bitcoin Mining OTC) and BCTX see below.

ISWH $0.80 to $1.55.
BCTX - 6.5 to 7.5
 
One guy doesn't bring down a company. Even still if someone makes a mistake sometimes they can learn from it. Not to say he is a great hire, but they are bringing in more individuals with knowledge of the field. They still have much larger infrastructure than TSLA could currently dream of. The smartest thing TSLA did was get a bunch of cash on their balance sheet.
 
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@frydaze do you see $F debt as problematic yes or no?

Still have not paid back the Gov loan from 2009.


Here is the thing there is absolutely no inventory on the car lots, Ford and GM are going to have knockout years next year.
 
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I'm not smart enough to know how everything will play out with this hire by Ford. Again, I have relied heavily on Jim Cramer's takes through the years because with him he's done far far more good in his stock performances I've followed than he's not. Cramer hasn't gone on a tout about the hire as much as he has sung the praises heavily of Ford-- and he's spoken of the F 150 too. Cramer is very favorable about Ford as to where they were vs. where they are today, and where they are going. In my book, that's good enough for me.

There is not one stock pick, not one hire, that there won't be critics of (as you are in this case)-- that's the beauty of all this.
 
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Here is the thing there is absolutely no inventory on the car lots, Ford and GM are going to have knockout years next year.
I saw this article about Ford related to the chip shortage:

"Benchmark analyst Mike Ward argues that Ford Motor (ticker: F) has turned a corner in its own battle with chip shortages. “While the chip shortage will likely remain an issue into 2022, the worst could be over for Ford,” he wrote in a Wednesday research report."

 
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I saw this article about Ford related to the chip shortage:

"Benchmark analyst Mike Ward argues that Ford Motor (ticker: F) has turned a corner in its own battle with chip shortages. “While the chip shortage will likely remain an issue into 2022, the worst could be over for Ford,” he wrote in a Wednesday research report."

I believe you are correct as well. Although I do not own Ford, Tesla or GM, I am playing this with increasing shares in AMD and Nvidia. I've killed it with these stocks over the past 3-4 years and I am certain they will benefit greatly when their production/sales can take advantage of the chip shortage and increased volume of vehicle sales. I am considering purchasing some Ford as well. I like the future for them.

One other quick item as a follow up: Five Below has taken a 5% hit over the past week or so. It's a very good entry point if anyone needs to diversify a little in to some retail. They have had issues with their inventories (China Production Issues) over the past few months and they are getting those worked out. Should relate to a very good EOY revenue number.
 
Again, I have relied heavily on Jim Cramer's takes through the years because with him he's done far far more good in his stock performances I've followed than he's not.


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They still have much larger infrastructure than TSLA could currently dream of.

Please explain. Infrastructure of what exactly?

Tesla’s dreams are plenty big. 20,000,000 EV’s by 2030.

Projected 50% growth YOY from Q4 20 earnings call in January is sandbagged for 2021. Likely 70-85% YOY growth for 2021. 850K-925K from most recent projections. Demand is exploding all over the world.
 
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What's your point? That you don't like Cramer? You upset he's been a big fan of Ford? That's fine-- you're entitled to your opinions and makes no matter to me if you never follow a stock choice of his. I have chosen to follow him and take on many of his picks and I have had no regrets in doing it based on performance. The man has a net worth of $150 million so apparently he's made a few smart decisions in his lifetime.
 
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What's your point? That you don't like Cramer? You upset he's been a big fan of Ford? That's fine-- you're entitled to your opinions and makes no matter to me if you never follow a stock choice of his. I have chosen to follow him and take on many of his picks and I have had no regrets in doing it. The man has a net worth of $150 million so apparently he's made a few smart decisions in his lifetime.

No, I don’t like a lifelong confidence man huckster.

 
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A few things worth dropping here:

1) I wouldn’t tail Cramer for stock picks but I can see why some people do.

2) can’t get a short interest number for XIN on Bloomberg but oddly I do see 7.5 days to cover so that jives with the number another poster had. I don’t think short covering is a good thesis here, nor do I have any confidence in the Chinese property market at the moment. Evergrande is totally imploding and the debt of any property developer is risky at the moment.
 
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Please explain. Infrastructure of what exactly?

Tesla’s dreams are plenty big. 20,000,000 EV’s by 2030.

Projected 50% growth YOY from Q4 20 earnings call in January is sandbagged for 2021. Likely 70-85% YOY growth for 2021. 850K-925K from most recent projections. Demand is exploding all over the world.

No, I don’t like a lifelong confidence man huckster.

C'mon man, this thread is about stocks and performances and not creating debates about perceived character of a stock picker. You find no problem throwing your opinions loud against a person like Cramer you don't like, but then when debate is about a stock you're invested in (TSLA) happens, you get upset. Let's just keep our focus on stocks and not the people picking them-- especially if the people making picks are making pretty sound picks that show good results.
 
C'mon man, this thread is about stocks and performances and not creating debates about perceived character of a stock picker. You find no problem throwing your opinions loud against a person like Cramer you don't like, but then when debate is about a stock you're invested in (TSLA) happens, you get upset. Let's just keep our focus on stocks and not the people picking them-- especially if the people making picks are making pretty sound picks that show good results.

Fair enough. Sorry for derailing the thread.
 
Fair enough. Sorry for derailing the thread.
It's OK. I just think we all want this thread to be unlike most threads that get way off course and before long, it's a crap thread that is better off deleted because nobody benefits.

We threw out the idea a week ago of starting a thread like this and it's been fantastic so far-- much great info. shared and people sharing some of their top picks along with exchange of thoughts on various picks. I have truly appreciated everyone's insights so far-- even those I have not agreed with.
 
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Please explain. Infrastructure of what exactly?

Tesla’s dreams are plenty big. 20,000,000 EV’s by 2030.

Projected 50% growth YOY from Q4 20 earnings call in January is sandbagged for 2021. Likely 70-85% YOY growth for 2021. 850K-925K from most recent projections. Demand is exploding all over the world.
They have limited competition, now that the competition is taking them seriously it is not going to be quite as easy as what it has been. Maybe they become a major player in the future, maybe they realize it is a lot tougher in the auto industry than what they thought. Their balance sheet is much stronger I will give them that. As to infrastructure, plants, machines and employees.
 
Thoughts on MGNI?

It was Kathie Woods' stock pick of the year for 2021 when she went public with her thought the end of last year. Hasn't lived up to it so far and have even seen many critics of it for long term too.
 
My worst pick so far this year is DHI, down 10% so far. Just need to decide if I want to hang on to it or just take the loss and move on. Would be around $6k.
 
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They have limited competition, now that the competition is taking them seriously it is not going to be quite as easy as what it has been. Maybe they become a major player in the future, maybe they realize it is a lot tougher in the auto industry than what they thought. Their balance sheet is much stronger I will give them that. As to infrastructure, plants, machines and employees.
Any thoughts on LCID? Been watching it since it came into the news with their SPAC deal. Seems like its on the dip and should/could start to make gains now with product finally hitting the pavement.
 
Any thoughts on LCID? Been watching it since it came into the news with their SPAC deal. Seems like its on the dip and should/could start to make gains now with product finally hitting the pavement.
They seem to be really early in the process. If you like them I would take an initial investment, but realize if we have a decent drop these stocks with no current or limited income could take a decent hit.
 
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Any thoughts on LCID? Been watching it since it came into the news with their SPAC deal. Seems like its on the dip and should/could start to make gains now with product finally hitting the pavement.
My biggest winner this year was CCIV (LCID’s Spac). I love the company and car specs, they just need to start selling product. The Air release was supposed to be spring but they keep moving back.
 
Dangit! Apple had a court decide against them re: anti-competitive practices related to apps and payments through Apple's payment service. They're getting crushed so far today - down almost 3%, back under $150.
 
I've managed my own portfolio's now for 25 years. I have two rules that I learned the hard way.

1.) Never buy Chinese Stocks...... ever..... ever.......ever. The Chinese government controls those and they are never based on actual earning or forecasts of revenues. They also have some very shady accounting practices. Heed this warning.
2.) I will never ever again buy penny stocks on a websites buy list. They are less then $10 for a reason. If they ever gain success, the bigger companies copy what they do and make their business difficult. With any luck in this scenario, they get purchased and you can make some on the purchase price.

That said, I like Affirm Holdings (AFRM) and purchased several hundred shares this week and will make two more buys over the next 2-4 weeks to diversify the entry price. Affirm teamed up with Amazon and now offers Amazon customers a "buy now, pay later" option when making purchases. The interest rate on those purchases will be between 0% and 30% (take a guess on what most of those purchases will be financed at). I think it's a long term hold that most likely will be purchased by Amazon itself in due time.
As I expected, Affirm Holdings is up $30+ today after earnings report last night. I can see it settling back a little bit from this level and then running through the next few years. Keep an eye on it if you have any interest.
 
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I don’t know if this is the start of the rocky ride I was expecting or just a little turbulence. My XIN held up pretty well considering. Ended at $2.30. The short seller is rather persistent and a bit of a pain, bit I can be patient. There were some good updates on XIN, starting to sell 2 more areas in its major complex, they are going for $500 more yuan per a unit that the first two. Also it appears they are making more progress on the current quarters for the subsidiary. I.R. Responded saying they were making progress on the quarterly report but really Didn’t get much more than that.
 
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