PIMPING STOCKS

[bobblehead]

I WOULD LOVE to get some analysis/viewpoints of my stock holdings so I'm going to post all I own.

For a BIG of background, I had an old ROTH IRA with roughly 45G in in with Edward Jones. It was going good, but not great. I went through stages of trying to dip into some VERY high risk stocks, was got burned and that is partly why my returns haven't been great. But I also combined them with several stocks that have did very well. I did this about 2 years ago and currently the holdings are only valued at about 68G. I am wanting high growth; if I'd lose every penny in this I would still be OK. so keep in mind, diversification isn't my real focus here. Anway's here I gol
With most of these stocks I invested about an average of 2,000 with the exception of AMD where I invested 4G and CrowdStrike with 3500.Those both paid off. Here are the list

THE LIST is in order of the most current market value, to the least

AMD
NVDA
CRWD (THE SCARY PART IS, I timed all of these pretty well and the three together are nearly 50% of the total balance of the ROTH IRA, but I still love all three stocks)

PANW (Palo Alto Networks)
MSFT
AMZN
DFKN (DraftKings)
GOOG
QCOM
FORD
DDOG (Datadog)
AAPL
PYPL


SO ROAST ME and/or GIVE ME SOME STRONG VIEWS on possible additions/subtractions at today's prices...etc

Its a solid mix. You are probably too tech heavy for my taste, but depending on your age, thats ok. NVIDIA is probably a tad overpriced at this exact moment, but so what. Hold it for 5 more years and you will have an outsized return. AMZN has been crushing last 6-8 months as we all agreed/hoped, and I expect another 12 months at least. I'm out of AAPL for the time being. Don't know a lot about DDOG or PANW. I wouldn't be betting on FORD or any automaker personally except maybe Toyota. If you want a great ETF that just launched and uses a stellar method to evaluate companies try VFLO. They can do a lot of the rebalancing and grinding for you. Their backtested method averaged 17% for 30 years. They use a great ROC/PEG methodology coupled with mote to come up with their portfolio each year. Basically using the Greenblat and Lynch methods combined for a super metric. I am putting excess cash into it each month.

[Bretsky]

Its a solid mix. You are probably too tech heavy for my taste, but depending on your age, thats ok. NVIDIA is probably a tad overpriced at this exact moment, but so what. Hold it for 5 more years and you will have an outsized return. AMZN has been crushing last 6-8 months as we all agreed/hoped, and I expect another 12 months at least. I'm out of AAPL for the time being. Don't know a lot about DDOG or PANW. I wouldn't be betting on FORD or any automaker personally except maybe Toyota. If you want a great ETF that just launched and uses a stellar method to evaluate companies try VFLO. They can do a lot of the rebalancing and grinding for you. Their backtested method averaged 17% for 30 years. They use a great ROC/PEG methodology coupled with mote to come up with their portfolio each year. Basically using the Greenblat and Lynch methods combined for a super metric. I am putting excess cash into it each month.

I enjoy your comments; and to be honest I am very well versed in retirement money so this is kinda my fun investment funds that is a self directed ROTH. Make a lot great; losing a lot won't kill me. With that being said, the stocks I'm least bullish on are probably FORD and AAPL our of my list right now.

I'm about Neutral on DraftKings and PayPal.

IF you have any high risk, high reward ideas (or anybody for that manner) I'd love to hear them. I am all about tech and AI right now although I'd love to get into some Crypto profits as well

[Bretsky]

I ALSO have a NON Roth account. 5 stucks; I call them my fun money. I killed it with Square and SericeNow and probably; hoping to do the same with the rest

SQ (Square)
NOW (ServiceNow)
MRVL (Marvell Technologies)
PLTR (Palantir)
SOFI ......................I think I have the least confidence in this one after some recent news......etc............

[call_me_ishmael]

I bought some advanced auto parts which is sooo not me but another stock guy have done a good anaylsis on it.

https://twitter.com/derekquick1/stat...85791435976874
https://twitter.com/derekquick1/stat...24497158865120

Micro-strategy is in a short squeeze so you're playing with a bunch of redditors. I don't know how to play that one. CLSK is probably gonna go up a lot over the next two years but as with anything crypto I would expect a lot of uncertainty and peaks and valleys.

I don't really know much about a lot of those stocks. They aren't coverd by the guys I follow. The guys I follow are:

https://twitter.com/Micro2Macr0
https://twitter.com/DataDInvesting
https://twitter.com/derekquick1
https://twitter.com/Seawolfcap

I can say that I use Datadog the product all the time and love it and think there is nothing else even close to the quality and I expect it to be used more and more throughout the software world.

[Bretsky]

I bought some advanced auto parts which is sooo not me but another stock guy have done a good anaylsis on it.

https://twitter.com/derekquick1/stat...85791435976874
https://twitter.com/derekquick1/stat...24497158865120

Micro-strategy is in a short squeeze so you're playing with a bunch of redditors. I don't know how to play that one. CLSK is probably gonna go up a lot over the next two years but as with anything crypto I would expect a lot of uncertainty and peaks and valleys.

I don't really know much about a lot of those stocks. They aren't coverd by the guys I follow. The guys I follow are:

https://twitter.com/Micro2Macr0
https://twitter.com/DataDInvesting
https://twitter.com/derekquick1
https://twitter.com/Seawolfcap

I can say that I use Datadog the product all the time and love it and think there is nothing else even close to the quality and I expect it to be used more and more throughout the software world.

You should do some research on SOUN; if you are looking for home runs that seems to be a very high upside one with a lot of risk. Tech stock, AI based and will ride the NVDA wave. Seems up your alley

[Bretsky]

WHAT ARE YOU GUYS PONDERING ?

ELF Beauty is intriguing to me

ASML and TSM are as well.

and MSTR, holy shit why aren't we part of that train ???

[call_me_ishmael]

MSTR sounds fun and Michael Saylor is probably going to be the richest person on earth someday but I just don't like playing games with the Redditors trying to screw the hedge funds. It can end quickly and I don't personally monitor it that closely since I am in meetings all day every day.

https://twitter.com/derekquick1/stat...60295618347218

I sold 80K of AAPL today and bought 40K of PYPL and 40K of AAP. I have over 100K of each now. I hope they double in the next year.

[Bretsky]

I an questioning my PYPL purchase. It just seems like a water treador

[call_me_ishmael]

They have a huge moat and they are gonna be the biggest legit stable coin. Tether is traash and not an American company.

I think PYPL will shoot up at some point. They will buy back the company if it doesn't.

Look at who is buying it right now. You wanna bet against these investors? I do not.
https://twitter.com/derekquick1/stat...20811336667417

[bobblehead]

They have a huge moat and they are gonna be the biggest legit stable coin. Tether is traash and not an American company.

I think PYPL will shoot up at some point. They will buy back the company if it doesn't.

Look at who is buying it right now. You wanna bet against these investors? I do not.
https://twitter.com/derekquick1/stat...20811336667417

Agreed. I was skeptical before on PYPL, but its getting traction finally. But the problem with a non dividend stock is it hurts to wait. Greenblat is probably the greatest investor in history. If he is buying maybe I'll initiate a position.

[bobblehead]

ADP is my current crush. A cross bet on AI (or really advancing technology) and a recovering economy.

[Bretsky]

Still kicking the tires on

SOUN (SoundHorn)
MSTR (Microstrategy)
TSM ( Taiwan Semicunductor)
CLSK (CleanSpark)
COIN (Coinbase, if it dips on market correction I'd love to get back in)
SMCI (SuperMicroComputer)
ELF (Elf Beauty)

Anybody can feel free to comment or add ideas


I also have a few shares of BLOCK (Square) , MRVL (Marvel Technology) , SOFI, PLTR (Palinrir), and NOW (ServiceNow) in an individual account with small balances

[Fosco33]

I’d second palantir. Bought some last May and been happy with the performance. Just did an announcement with Oracle.

I’ve made a lot off of Inspire medical too

[Bretsky]

SO WHAT STOCKS, are OTHERS........BUYING at TODAY'S PRICING ?

[call_me_ishmael]

I am not really buying any more stocks. Just holding and waiting. All my money is tied up in the stocks I listed. I am not a trader so I tend to set and hold for awhile. If I did have extra cash right now that I could spend, I would probably put it in Bitcoin.

I have way too much money in future equity of SQ that I will sell when I vest probably and buy BTC with probably. I have a hunch rates are gonna be higher for longer than one expected and I am doubtful on rate cuts so plan for stocks to be on sale another year longer most likely. Good buying opportunity if you remain employed and keep stacking cash.

[bobblehead]

If anyone is into BDCs morgan stanley went public with MSDL. I subscribe to a guy who was a due diligence officer and a forensic accountant so he can actually understand their docs. He places it at a buy under $24 and a dividend that will be over 9%, but extremely likely to pay a special dividend occasionally as well.

[Patler]

If anyone is into BDCs morgan stanley went public with MSDL. I subscribe to a guy who was a due diligence officer and a forensic accountant so he can actually understand their docs. He places it at a buy under $24 and a dividend that will be over 9%, but extremely likely to pay a special dividend occasionally as well.

I have never felt confident in my understanding of my own personal tax implications and filing requirements from owning a BDC; e.g. dividends designated as qualified, non-qualified, return of capital, etc.; the pass through of earnings/losses to the owners without tax at the business level and so forth. For that reason, I have avoided owning them.

I really should put forth the effort to resolve my hesitancies. On the other hand, there are lots of things to own that I do understand!

[bobblehead]

I have never felt confident in my understanding of my own personal tax implications and filing requirements from owning a BDC; e.g. dividends designated as qualified, non-qualified, return of capital, etc.; the pass through of earnings/losses to the owners without tax at the business level and so forth. For that reason, I have avoided owning them.

I really should put forth the effort to resolve my hesitancies. On the other hand, there are lots of things to own that I do understand!

To make it more complicated some BDCs pay ordinary dividends and others pay qualified dividends. To my knowledge none of the ones worth owning return capital. MLPs "return capital" and book your profits so you pay less until you have recouped 100% of the initial investment. I'm actually not sure which MSDL pays yet because they just went public. OBDC pays qualified which is nice where as ARCC pays non qualified (ordinary) so I keep it in my IRA. MAIN pay ordinary as well, but it has become overpriced (as has OBDC). ARCC and MSDL are very worth buying though.

Edit: Also BDCs don't require anything special, but MLPs mostly (all?) issue a K-1.

[Patler]

To make it more complicated some BDCs pay ordinary dividends and others pay qualified dividends. To my knowledge none of the ones worth owning return capital. MLPs "return capital" and book your profits so you pay less until you have recouped 100% of the initial investment. I'm actually not sure which MSDL pays yet because they just went public. OBDC pays qualified which is nice where as ARCC pays non qualified (ordinary) so I keep it in my IRA. MAIN pay ordinary as well, but it has become overpriced (as has OBDC). ARCC and MSDL are very worth buying though.

Edit: Also BDCs don't require anything special, but MLPs mostly (all?) issue a K-1.

and a K-1 received in a retirement account can trigger the need for a separate return to be filed by the retirement account apart from the individual, right?