Author Topic: Stock picks  (Read 105265 times)

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Online eyephone

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Re: Stock picks
« Reply #510 on: June 16, 2021, 12:44:53 PM »
Bi the dip? lul

Offline momopi

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Re: Stock picks
« Reply #511 on: June 16, 2021, 04:22:19 PM »

https://www.cnbc.com/2021/06/08/thor-industries-racks-up-14-billion-order-backlog-amid-sustained-rv-demand.html

THO has been dropping and I'm hoping it will dive under $100 to buy the dip.

CWH also dropping, hoping to buy at $30 and under.

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Re: Stock picks
« Reply #512 on: June 16, 2021, 06:34:58 PM »
This might be a sleeper due to the drought. Maybe a water etf

Offline sleepy5136

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Re: Stock picks
« Reply #513 on: June 22, 2021, 07:18:21 PM »
I love how WS threw out tech stocks due to high interest rates. So are people not going to e-sign things via Docusign because of higher rates? Ecommerce businesss won’t use Shopify’s system when interest rates go up? Now they are climbing at their highs or making 52 week highs.

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Re: Stock picks
« Reply #514 on: June 29, 2021, 09:42:39 AM »

https://www.cnbc.com/2021/06/08/thor-industries-racks-up-14-billion-order-backlog-amid-sustained-rv-demand.html

THO has been dropping and I'm hoping it will dive under $100 to buy the dip.

CWH also dropping, hoping to buy at $30 and under.

csx just split today

Offline momopi

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Re: Stock picks
« Reply #515 on: August 04, 2021, 10:50:57 AM »
Buying SMG and LOGI on dip.

Offline sleepy5136

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Re: Stock picks
« Reply #516 on: August 05, 2021, 10:33:40 PM »
is anyone buying the "re-opening" stocks? they've been hammered lately. chinese stocks as well. Wonder if it's a good time to buy.

Offline momopi

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Re: Stock picks
« Reply #517 on: August 17, 2021, 10:52:52 AM »
is anyone buying the "re-opening" stocks? they've been hammered lately. chinese stocks as well. Wonder if it's a good time to buy.

I purchased quite a bit of sporting goods and boating stocks.  The sporting goods stocks did well and boating stocks are down 10%-20%.

With recent market dips, I've set a lot of lowball limit orders.  Earlier I set SMG limit buy at $150 and LOGI at $100.  Today I used Q1 prices as reference and put in more small limit orders on about 20 stocks.  Basically betting ~20% drop by Oct-Nov.

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Re: Stock picks
« Reply #518 on: September 03, 2021, 07:48:19 AM »
What trading platforms does everyone use? Most of my stuff is just at ETrade.

I recently just started using the Chase platform just so I can keep minimum balance in there for Private Client and move my liquid funds elsewhere. I must say the platform is terrible. Slow to provide data and not robust whatsoever. Dear God, I would never recommend this platform to anyone.

Offline CalBears96

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Re: Stock picks
« Reply #519 on: September 29, 2021, 11:24:28 PM »
What trading platforms does everyone use? Most of my stuff is just at ETrade.
I use Fidelity because my company uses it for my 401k and ESPP/RSU.

Offline momopi

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Re: Stock picks
« Reply #520 on: October 04, 2021, 09:28:11 AM »
Setting limit orders on small positions for FL and LEVI today.

FL stores are usually inside malls, however since they believe many malls have...  dim future prospects, FL decided to open large stand alone "power stores" like KSS.  Due to COVID-19 last year the store openings were paused, but has since restarted.





Offline aquabliss

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Re: Stock picks
« Reply #521 on: October 04, 2021, 09:44:33 AM »
Aren't you guys too lazy to make the effort to drive to a shoe store nowadays?  I just order on zappos and return with free shipping both ways if it doesn't fit. 

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Re: Stock picks
« Reply #522 on: October 04, 2021, 10:03:48 AM »
Setting limit orders on small positions for FL and LEVI today.

FL stores are usually inside malls, however since they believe many malls have...  dim future prospects, FL decided to open large stand alone "power stores" like KSS.  Due to COVID-19 last year the store openings were paused, but has since restarted.



Supply chain issues?

Offline momopi

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Re: Stock picks
« Reply #523 on: October 04, 2021, 10:49:45 AM »
Aren't you guys too lazy to make the effort to drive to a shoe store nowadays?  I just order on zappos and return with free shipping both ways if it doesn't fit. 

I only mail order shoes (and pants) of specific model that I already own and know the fit.  In the past I would visit the ECCO shoe store to find shoes that fit well, buy a pair, then wait a year or so to order the same model/size shoe from outlet store.

Because Ecco tend to retire their Biom models after a year or two, when I find one that I like and it gets retired to outlet store, I'd stock up.  I think I still have like 2 or 3 new pairs in the garage.

I'm only buying small open positions in FL and LEVI.  I suspect we may have a dip in Oct.  The stock will be held until 1Q 2022.  Hopefully these retailers will get sufficient stock for black Friday and Xmas season.

« Last Edit: October 04, 2021, 10:57:50 AM by momopi »

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Re: Stock picks
« Reply #524 on: October 04, 2021, 11:07:13 AM »
Setting limit orders on small positions for FL and LEVI today.

FL stores are usually inside malls, however since they believe many malls have...  dim future prospects, FL decided to open large stand alone "power stores" like KSS.  Due to COVID-19 last year the store openings were paused, but has since restarted.



Supply chain issues?

CNN Business: Nike, Under Armour and others face supply problems in Vietnam

https://www.cnn.com/2021/10/02/business/vietnam-supply-chain-disruptions/index.html


 

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