Was a mispricing this morning. 10 for 1 conversion, should be $7.30 (yesterday close), it traded at $6.25, so I bought, the account doesn’t have much cash in it so can’t buy more. Now is about right 
1 Like
Then no point to sell, just hold
Did you notice, TEVA was lowest around $6.13, now it is $12.06 closing, kind of penny stock, grown up.
There are few stocks growing, review yourself
TEVA
STNE
ENPH
SEDG
TDOC
RUN
TWLO is down in earnings. It’s most likely the forecast of 30% revenue growth this year which would be a big slowdown from 65% in Q4. They are projecting Q1 growth of 44%. I’m sure they’ll get asked about the slowdown in growth.
The chart shows it might decline to $115-$125 zone is why I cut 1/3 off. Shoulda cut 100% off 
It is bouncing back though. I have placed GTC purchase of calls 
equivalent to price $120, prospect of getting them 2mrw is not good.
1 Like
TWLO: I screwed up the EW interpretation. Is actually in wave ii (hopefully over) and not wave iv. Theoretically, wave ii can retrace the entire wave i i.e. all the way down to $90. However, in this raging bull market and fundamentals is still solid based on recent earnings, I believe worse case is $110. Shoulda sell all instead of just 1/3 
Now have to console myself using an Ah Q’s mentality, wave v is at $163-$211 where a damaging pull back would happen.
Ubiquiti bombed. Service provider revenue is down yr/yr which caused total revenue to bravely grow. I need to see if this is a pause before 5G spending or a new trend. EPS was up 21% due to better margins and share buy back. It’s pretty obvious he’s trying to go private.
The company keeps using cash to buy back shares. It’s shrinking the share count.
I think there’s a zero percent chance of selling the Grizzlies. He bought out one of the minority owners. If he was going to sell, that’d have been the time to do it.
1 Like
Don’t follow them. I know Jim Cramer like RNG. Is in my watchlist, may consider buying if it corrects i.e. > 10% decline.
PINS: I haven’t read a lot about. My impression is user growth isn’t much, so their only play is to better monetize existing users. That’s not exciting. Facebook monetizes users better than anyone.
RNG: I don’t get how they differentiate vs competitors. I think their space is crowded. Zoom is in part of it, and I could see them expanding into all of it.
BL: I researched it awhile back but didn’t pick it. I’ve seen so many initiatives and software that are going to automate accounting and finance tasks to free up employees to do more analysis. There’s been so much promise and chronic under delivery there.
Also, there’s a battle between what’s good for employees vs the employer. People get promoted by getting more headcount under them. Automation goes against that. It’s why internal processes can be so bad. If revenue grows fast enough to justify headcount growth, then there’s zero incentive to have efficient process.
3 Likes
You are wasting your time on GOOG. More productive to trade CRFX, more volatile. Wasn’t looking at it till now.
You are trying to pull my mouth !
CFRX is speculative, based on PFE 8.7% holding and their FDA approval on drugs. There is no strong financial backbone with CFRX. I just have some and holding it until they complete clinical trial and FDA approval. There is no margin of safety here. You can not put $50k here.
GOOG is based on fundamentals, stronger and highly reliable to buy and hold, grow.
1 Like
This example is good for describing the difference between investment and speculation.
I do not know anyone looked at these ENPH, SEDG, RUN. All these solar stocks, storage stock skyrocketed recently as CA forced all new homes with solar installation.
Invesco Solar ETF (TAN) ran up 51% in just a year,This ETF holds a basket of stocks that build solar parks, make solar panels and other components, all to produce solar energy.
I do not exactly know what is CA solar legislation, but helps grow this industry.
Unfortunately my solar stocks still stuck in the mud.
1 Like
All new homes need to be equipped with solar panels.
1 Like
Tesla is also a solar stock and it’s high up in the sky.
1 Like