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OT: Stock and Investment Thread

R

RU05

All-American
Jun 25, 2015
15,276
9,494
113
BA down 10% on earnings. Didn’t see too much talk on it

Im in it. It has sucked. Might add here though for one last gasp.
 
T2Kplus20

T2Kplus20

Heisman
May 1, 2007
32,728
20,775
113
RU05 said:
BA down 10% on earnings. Didn’t see too much talk on it

Im in it. It has sucked. Might add here though for one last gasp.
Click to expand...
It looked like BA was going to rip a few times, but it was always short-lived. In other news, lots of folks impressed with ANT's S1. Amazing growth and a much more diverse client list than expected.
 
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T2Kplus20

T2Kplus20

Heisman
May 1, 2007
32,728
20,775
113
RU05 said:
NOW with mixed results, getting crushed.

I'm getting beat up pretty good in extended.
Click to expand...
Yikes! Forgot about NOW. I'm holding leaps (that were about 100% up.....until the morning). LOL.

In other news, is FTNT a buy the dip candidate? This Q doesn't seem that bad:
— The cybersecurity company plummeted 25%. Non-GAAP gross margin for the third quarter came in at 79.6%, while analysts polled by LSEG sought 80.1%. Separately, top- and bottom-line results beat the Street’s expectations.
 
R

RUAldo

All-Conference
Sep 11, 2008
5,357
3,878
113
T2Kplus20 said:
Yikes! Forgot about NOW. I'm holding leaps (that were about 100% up.....until the morning). LOL.

In other news, is FTNT a buy the dip candidate? This Q doesn't seem that bad:
— The cybersecurity company plummeted 25%. Non-GAAP gross margin for the third quarter came in at 79.6%, while analysts polled by LSEG sought 80.1%. Separately, top- and bottom-line results beat the Street’s expectations.
Click to expand...
Only cybersecurity I’m in is Cloudflare and been DCA’ing but slowing down my buys because the entire space is becoming highly competitive and I suspect hyperscalers or frontier models are going to start encroaching. But then again I’ve been saying this for months and blew it with SAIL and RUBR, and missed the run in Commvault.
 
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J

Jtung230

Heisman
Jun 30, 2005
19,475
12,610
82
Very happy that I trimmed Google in the summer. I wanted to sell all my mega caps but didn’t want the tax bill. My advisor looked into a ETF swap but they didn’t need my Apple, AMZN, or Google to recreate the SPY.
 
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R

RUAldo

All-Conference
Sep 11, 2008
5,357
3,878
113
Jtung230 said:
Very happy that I trimmed Google in the summer. I wanted to sell all my mega caps but didn’t want the tax bill. My advisor looked into a ETF swap but they need my Apple, AMZN, or Google.
Click to expand...
I trimmed Google as well but still hold a decent size position for the exact same reason = my tax bill from this year is going to piss me off although I plan to dump some losers sooner than later.
 
R

RUAldo

All-Conference
Sep 11, 2008
5,357
3,878
113
I added to Amazon, MSFT, Palantir, SoFi, Hood, Coin. Small buys, slow and steady. Also bought back LifeTime Fitness this week and will build. Accenture CEO buying own stock even after 30%+ recent move.
 
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