Author Topic: Stock picks  (Read 82846 times)

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Offline kpatnps

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Re: Stock picks
« Reply #495 on: March 10, 2021, 08:13:51 AM »
hmm...

So AMD is buying XLNX with stock swap of 1.734 AMD shares per share of XLNX.

At today's prices AMD is $76 x 1.734 = $131.
XLNX is trading at $116.

Does this make buying XLNX at $15 discount to AMD shares?  Assuming the deal is still on?

Or AMD is overvalued.

Offline momopi

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Offline momopi

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Re: Stock picks
« Reply #497 on: April 05, 2021, 09:36:01 AM »
Performance check on RE/Builder related stocks since purchase this year:

DHI +18.21%
LEN +20.27%
Z     -12.18%

DOOR +10.68%
HD +20.54%
GHVI -13.59%


Note the winners were mostly "hardware" vs losers were mostly "software".  I'm still bullish on GHVI merger with Matterport.

Offline USCTrojanCPA

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Re: Stock picks
« Reply #498 on: April 05, 2021, 10:11:32 PM »
Loved the builders this year....LEN, DHI, and TOL.  I think they may flatten out a bit as rates rise and once inventory levels begin to tick up it'll be time to bail out.
Martin Mania, CPA
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Offline momopi

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Re: Stock picks
« Reply #499 on: April 07, 2021, 03:48:36 PM »
Sold DOOR -- gonna try swing trade this stock.

Buy back at $114-$110.

Offline momopi

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Re: Stock picks
« Reply #500 on: April 19, 2021, 12:42:29 PM »
@_@ should have kept DOOR.  LoL.

Bought COIN, MARA, and RIOT on dip.

 

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