PIMPING STOCKS

[bobblehead]

TFC is up over 50% since I bought it. I've had a banner year overall. Problem is that I bought it October 20th so I kinda have to hold to that point which is too close to the election. A fine line between smart tax moves and bad investing moves. Too lazy to look back right now but I would bet my average return on things I recommended here is well over 20%. Not a devastating number, but when you consider they all came with rock solid dividends its big. Factor in dividends and its likely 27+. And the safety that comes with reliable dividends can't be over stated.

[Tony Oday]

TFC is up over 50% since I bought it. I've had a banner year overall. Problem is that I bought it October 20th so I kinda have to hold to that point which is too close to the election. A fine line between smart tax moves and bad investing moves. Too lazy to look back right now but I would bet my average return on things I recommended here is well over 20%. Not a devastating number, but when you consider they all came with rock solid dividends its big. Factor in dividends and its likely 27+. And the safety that comes with reliable dividends can't be over stated.

I am at 14% the last 12 months in my accounts I think. 1st year I have made $100k in just gains, which is nice, we are finally in the upward part of the hockey stick chart where it should start going up by an amount every year that gets me done in 10 years when the house is paid off. I hate payments but man I have 1.875% on my mortgage so it would be dumb to pay it off.

[smuggler]

That is a sick interest rate. If I were offered a loan at that rate right now, I would take it full stop. I'll find a way to come out ahead. No reason to pay that thing off early.

[Tony Oday]

That is a sick interest rate. If I were offered a loan at that rate right now, I would take it full stop. I'll find a way to come out ahead. No reason to pay that thing off early.

It helps that I wrote the loan so I had to pay nobody and hit it at the ABSOLUTE bottom. I thought I had 9.75 years left but as of today I am now 9 years away from paying the thing off, moved up my retirement one full year, thats a great feeling I am not going to lie.

[Bretsky]

I bought Broadcom, Taiwan Semiconductor, and Micron when the shit was hitting the fan (I got lucky)

still haven't sold any NVDA yet

[call_me_ishmael]

GREAT entry point to tsla here. I think they're gonna explode in the next few years. No one else is even close to them in driverless nor will the catch up in the next ten years. It's unlikely they will going forward as data is the asset here.

PYPL
SOFI
BTC
CLSK
TSLA
HIMS
AMZN
GOOG
META
NVDA

are the bulk of my holdings right now. I have way too much crypto right now but I think it's gonna blow up in the next year or two.

[call_me_ishmael]

I also have some in URA which is popping up. Of course I lost a shit load on advanced auto parts but that is a long term play. Presumably that will pop up eventually as well, but IIRC I sold and diversified, it's hard to remember. Either way, it is down big from where I thought it would be.

[Bretsky]

CRISPR Therapeutics..........anybody watch this one ? I am very intrigued

[Patler]

CRISPR Therapeutics..........anybody watch this one ? I am very intrigued

... also EDITAS and INTELLIA, similar technology.

[Bretsky]

... also EDITAS and INTELLIA, similar technology.

Which do you prefer ?

[Patler]

Which do you prefer ?

I owned very small positions in all three a couple years ago, when I thought that gene editing might make a big splash. It didn't happen to the extent I thought it might, and I ended up selling all three. I don't really prefer one over the other, they are targeting different conditions. There are several other companies using similar approaches but targeting still other conditions. CRSPR Therapeutics has gotten some limited approvals for a sickle cell treatment.

EDIT - I should point out that I have not followed the field very closely since selling the stocks. Just peripherally as info crosses my screen.

[call_me_ishmael]

I suspect that both PYPL and SOFI will crush earnings tomorrow. I hope SQ does the same the following week and I get out of the red on my stock grant.

SOFI is probably destined for a pullback given the 40% rally the past month. But I believe it should be priced closer to 20 than 10 right now, so hop on and get ready for ride. I think it's at 30 in a few years no matter what. Anthony Noto is an excellent CEO.

[Bretsky]

I suspect that both PYPL and SOFI will crush earnings tomorrow. I hope SQ does the same the following week and I get out of the red on my stock grant.

SOFI is probably destined for a pullback given the 40% rally the past month. But I believe it should be priced closer to 20 than 10 right now, so hop on and get ready for ride. I think it's at 30 in a few years no matter what. Anthony Noto is an excellent CEO.

agree on SOFI; and PYPL looking good lately as well. Also happy I picked up shares of Broadcomm, Taiwan Semiconductor, or Micron when the shit was hitting the fun. I got lucky with the timing on those three but they all have plenty of upside IMO

[bobblehead]

So if you want a solid play that isn't all tech/AI all the time look into LB, Landbridge. I don't invest like you all do as I have seen the folly of buying companies trading at 80x earnings. Its awesome until it isn't. Some plays are decent, like META at 21x and still staring at double digit growth, but then you chase Palantir at 123x and 20% growth. SOFI might work out at 260x, but it has to execute on the 100% growth each of the next 2 years projected by analysts that haven't been right yet (100% miss rating on SOFI). Thats a big gamble and I have dice tables for that.

LB on the other hand is a new company that owns land rights in NM against the Permian basin. Its already profitable and is staring at 49% growth next year trading at 13.6x. They lease the land to oil and gas drillers and get royalties plus all water rights (water is a byproduct of the drilling techniques used in Permian). They also have surface rights and plan on building data centers and other infrastructure. Without getting to in depth on their plans the only comparable company is TPL (Texas Pacific Land). TPL only has mineral rights on the TX side and is trading at 59x on 10% growth (overpriced).

LB Is small and has to execute, but even if it did NOTHING other than take the water and royalties its worth double what its trading at. No overhead expenses, no cost other than a few managing employees.

Give me a choice between a tech stock I HOPE doubles a few times to justify its valuation or a company no one is looking at that has to do nothing new to double and guess where my money goes.

[Patler]

Is it a REIT?