Author Topic: Stock picks  (Read 88608 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.
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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.


p.s.  Bought back DOOR on dip.
« Last Edit: May 03, 2021, 04:10:08 PM by momopi »

Offline momopi

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Re: Stock picks
« Reply #501 on: May 03, 2021, 04:09:36 PM »

With people getting vaccinated and summer coming, I've purchased some boating and outdoor sports related stocks.  Stocks that made it to my select list should be profitable with growing revenue.


Here's a list of boating stocks:

Boat manufacturers
BC (owns Mercury boat engine)
MBUU
MCFT
MPX

Boat resellers
ONEW
HZO

I purchased ONEW and HZO, both are boat resellers.  HZO sells new/used boats, financing/insurance/brokerage on boats, and various boat/marina related services.  I like the diversity over the boat manufactures which only make money selling new boats.  This is not to say the manufacturer stocks won't make money, but I have to limit myself on number of stocks purchased or else it will grow to unmanageable size.


Sporting Goods:
NLS (they make bowflex which you might have seen on TV)
COLM
AOUT
VSTO

Sporting goods retail:
DKS
ASO
BGFV (higher risk)


For sporting goods I bought NLS, AOUT and VSTO.  This is reverse of the marine sports stock purchases where I'm buying sporting goods manufacture stocks and not the retail stocks.

AOUT and VSTO used to be part of firearms & sporting goods business, but they've separated from Smith & Wesson and Savage Arms/Stevens.  As Everyone is aware firearm business is high liability and subject to consumer boycotts and such.  AOUT and VSTO now sell shooting sports accessories and various outdoor sporting goods like camping and hiking.  With summer coming business will be good.

The sporting goods retail stocks have low P/E ratio but again, I had to limit myself to fewer stocks purchased.  BGFV (Big 5) was at $1 last year and ballooned to $18 this year.  If you want to play this I would wait until earnings call (tomorrow) and the profit taking dip.  With so many people making huge gains from their bet last year, expect higher risk and profit taking dips.

Note that if you're looking for Sportsman's Warehouse, Bass Pro Shops and Cabela's, they're owned by Great American Outdoors Group (not publicly traded).  Gander Mountain/Gander Outdoors is owned by Camping World Holdings (CWH).


Stocks that I rejected:  (your opinion may vary)
JOUT
WWW
ELY
VFC (Dickies, Timberland Pro, split from KTB)
KTB (Lee & Wrangler Jeans)
UAA
DECK
ESCA - these guys make indoor and backyard games/sporting equipment and did exceedingly well during the pandemic.  But I'm looking more for outdoor sports/boating stocks.

Offline momopi

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Re: Stock picks
« Reply #502 on: May 04, 2021, 10:05:35 AM »
Buying CRSR on dip

https://www.investors.com/news/technology/crsr-stock-news-corsair-gaming-crushes-q1-sales-earnings-estimates/

"The Fremont, Calif.-based company earned an adjusted 58 cents a share on sales of $529.4 million in the March quarter. Analysts expected Corsair earnings of 33 cents a share on sales of $449.7 million. On a year-over-year basis, Corsair earnings rocketed 346% while sales jumped 72%."

"For 2021, Corsair upped its revenue outlook to a range of $1.9 billion to $2.1 billion. Its previous range was $1.8 billion to $1.95 billion. It also increased its adjusted earnings outlook to a range of $245 million to $265 million, vs. its prior guidance of $215 million to $230 million.

Wall Street had predicted Corsair earnings of $1.55 a share on sales of $1.9 billion in 2021.

In afternoon trades on the stock market today, CRSR dropped 5.8%, near 31.50."



P.S. Big 5 did great today.  I think I should look at DKS and ASO.  DKS earnings call May 26, ASO in June.
« Last Edit: May 04, 2021, 03:59:02 PM by momopi »

Offline momopi

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Re: Stock picks
« Reply #503 on: May 20, 2021, 11:44:35 AM »

Unloaded most crypto holdings and reduced tech holdings

Buying propane stock for summer BBQ (!)

SPH took a beating last year from pandemic and cut dividends by half.  Hopefully this year with people getting vaccinated, they will buy more propane for backyard BBQ gatherings.  Stock currently pays 8% dividends.

https://www.google.com/finance/quote/SPH:NYSE

https://seekingalpha.com/symbol/SPH/dividends/history

Offline morekaos

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Re: Stock picks
« Reply #504 on: May 21, 2021, 11:23:05 AM »

Unloaded most crypto holdings and reduced tech holdings

Buying propane stock for summer BBQ (!)

SPH took a beating last year from pandemic and cut dividends by half.  Hopefully this year with people getting vaccinated, they will buy more propane for backyard BBQ gatherings.  Stock currently pays 8% dividends.

https://www.google.com/finance/quote/SPH:NYSE

https://seekingalpha.com/symbol/SPH/dividends/history


I like the way you think Momopi!!

Offline momopi

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Re: Stock picks
« Reply #505 on: May 25, 2021, 12:03:15 PM »
Summer months are usually a bust for propane due to lower sales (don't need it for heating).  We'll find out in 3 months if there is sufficient increased sales for an earnings surprise.  Currently the estimate for Q2 2021 is -0.41 EPS for SPH.

Offline eyephone

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Re: Stock picks
« Reply #506 on: June 09, 2021, 12:58:24 PM »

Unloaded most crypto holdings and reduced tech holdings

Buying propane stock for summer BBQ (!)

SPH took a beating last year from pandemic and cut dividends by half.  Hopefully this year with people getting vaccinated, they will buy more propane for backyard BBQ gatherings.  Stock currently pays 8% dividends.

https://www.google.com/finance/quote/SPH:NYSE

https://seekingalpha.com/symbol/SPH/dividends/history

Old news: Trade desk and nvidia shares planning to split. Something to consider.

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Offline momopi

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Re: Stock picks
« Reply #507 on: June 10, 2021, 01:36:38 PM »
NVDA and TSM stocks account for almost 20% of my IRA, I need to diversify my purchases.  With the latest government plan to invest in domestic semiconductor sector, it might be worth looking at intel, micron and global foundries (IPO pending) again.  For those interested look up Micron's 1-alpha DRAM tech that doesn't require EUV.

I've acquired a small open position in SMG (Scotts Miracle Grow) on dip.  Rather than buying weed stocks I'll buy SMG which owns Hawthorne division, top seller of hydroponics equipment to weed industry.

Offline eyephone

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Re: Stock picks
« Reply #508 on: June 10, 2021, 07:24:20 PM »
NVDA and TSM stocks account for almost 20% of my IRA, I need to diversify my purchases.  With the latest government plan to invest in domestic semiconductor sector, it might be worth looking at intel, micron and global foundries (IPO pending) again.  For those interested look up Micron's 1-alpha DRAM tech that doesn't require EUV.

I've acquired a small open position in SMG (Scotts Miracle Grow) on dip.  Rather than buying weed stocks I'll buy SMG which owns Hawthorne division, top seller of hydroponics equipment to weed industry.

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