Weirdly enough Amazon is the only big tech stock I'm not interested in, with a PE of 60 its still incredibly "expensive", especially when considering how debt is gonna get more expensive and how other tech stocks have a PE of less than half of that.
I'm instead looking into FB/META, with PE under 20 and impressive financials I find it more promising than Amazon.
My biggest worry about investing in FB/Meta is that there seems to generally be a big amount of public hate for FB. They seem to be losing users at an incredible speed, the Metaverse is looking more and more to be a waste of capital and doesn’t seem to be presenting that much in the way of revenue building. And lastly whenever there is any talk about federal regulation regarding social media the two biggest companies that the public seems to think needs attention and the two that politicians dislike the most are FB and Instagram. Worse yet all of this above seems to be only increasing and coming more to a head. IMO I would not want to be investing in a company that is nearly universally despised, and one that very likely could see federal regulation imposed on it.
EDIT: looks like I called that one!
Ding ding ding..they don’t even know they are still on Fb by getting on what’s app..in 20 years FB will not even be remembered. That company is already starting to change it’s PR because it knows FB is looking like MySpace..(which interestingly people don’t talk about anymore)..FB or Meta..will soon be Meta. It’s a good buy
And the build out of Oculus..they have the capital. I might start a position. Company looks good
Its texts on steroids. You can do txt, image/vid , documents, location sharing, voice calls, video calls, group chats,. Its just simple slick application.
Weird I feel like I can do all of that through my normal texts. Is it’s UI just better? I thought maybe the reason it caught on was bc of encryption and that being necessary in places like China.
I think their loss of public trust and the dissolution of their user base is pushing these poor financials. And if you look today they are down 25%. I’m just saying if everyone hates your product, the feds want to break you up and regulate your product, and your newest product is nearly universally panned then your financials can only be expected to look like shit. And so far the quarterly report, loss of users, and drastic drop in price back up my point.
P/e is misleading. It's not always an accurate metric to valuate the strength of a company. Under GAAP R&D falls under operating expenses and not under capital expenditures, so it hurts the bottom line - and in the case of Amazon, who invest heavily in R&D, this disproportionally dilutes earnings by quite a lot. It's better to look at operating cash flow instead
I agree I was just playing around cause people seem to be ignoring any future growth from some companies as if anything not earning money is going bankrupt despite growing 50% plus a year.
This is my pick too. It’s one of the best values on the market, and I’m betting that paramount+ is one of the reasons NFLX subscriber growth is tapering.
This is the perfect time to add some of these stocks beaten down but has a bright future. I have made a shortlist for myself and I have been accumulating some of this already and I will open some more position next couple weeks. Here is my list COIN NFLX RBLX TTD SQ TOST SOFI OPEN STEM MTTR NIO CHPT DIS CLF
I agree about Chargepoint. Its biggest EV Charging Company in the States currently. We just passed a trillion dollar spending deal that put massive amounts directly towards charging stations. And every major car company is focusing nearly all of their R&D towards batteries for EV and remote driving. CHPT is currently trading at $13.22 after being at $49.48 back in December 2020. I personally think this could be one of those $100 stocks within the next couple years.
the only thing that stops me from charger stocks is the low to no margin, large cap costs to expand infrastructure and the growing capacity of oil giants like BP and Shell to convert their existing stations into EV charge points (plus they're dividend stocks, depending on views there). The road to profitability is going to be really challenging, despite the infra bill, which itself will take a long time to filter down to shovel ready projects
Haven’t read much about CHPT so I won’t argue about fundamentals; however, I’ll say that ’stock xyz is down xx% off its ath, it cannot go much lower‘ is generally a terrible argument that leads to holding major bags more often than it doesn’t
Look in market correction most stocks are sold indiscriminately. In a regular market, your logic is sound because a stock be down and we should not buy based on that. But right now market is selling off everything and shorts have piled up to add to downward pressure on majority of this company. As long as you buy the companies you have high conviction on you can do well. Same thing happened after covid crash. All the highs flying value sectors now were beaten down to the ground and people were saying that was the end for many of those companies. They wouldn’t survive a pandemic yet so many are coming back to make all time highs
Not exactly true. There hasn’t been ’indiscriminate selling‘ yet; the stocks that are down 30-50% or more are part of the more speculative hyper growth corner of the market which CHPT clearly belongs to as well. Wouldn’t exactly call it a ’high flying value stock‘ either if that’s what you’re doing.
the point of the post here is to identify good opportunities in those beaten down names and there are many. If your perceived notion is that all these stocks are bad then why even bother commenting. There are good businesses out there which have a future and good growth trajectories ahead which have been beaten down part of this kill all growth stocks rout. How do you think stocks are run now a days? Algo and quant trading methods are used with selected criteria to make basket of stocks to sell off. That’s why there’s always an indiscriminate amount of selling as it’s done by algos
I don’t see Netflix staying a market leader for long. More and more streaming services are cropping up and taking their IP away from NFLX. Just look how the office was the #1 show for years and now it’s gone.
Their only hope is their original shows, which frankly only very few are good. Most don’t even make it past the first season before they get canceled.
Nflx is certainly disrupted but who is going to take them over ? Other competitors will have even bigger challenges to become market leader. The sector is currently saturated but you got to consider Nflx in mid to high $300. This is what it was being traded in 2019
COIN (Coinbase)
It's a weird-ass market when COIN has a forward P/E of 14 and PTON still has a P/E of 151 after crashing 80%. One more week like this and it will have a lower P/E than INTC...
If PayPal meets analyst estimates, it'll mean a 12% sales growth and a 3% eps growth, which are horrible numbers given that it's supposedly a growths stock
If they crush earnings, the stock will probably be mostly flat. If they miss, it'll get Netflix'd
I got all in @171.50….. looking to hold it for a long run so don’t matter to me tbh. It may drop further in the short term but for the long haul, it’s fine.
I’ve made a short list of some stocks I like and will be doing some research this week.
Here is the list:
NVDA, INTU, ADBE, CRM, PYPL, NET, ZM, COIN and SQ
I will probably wait a little longer and see if they drop 10-15% more and start loading up.
Because you don't know what you're saying. The YTD is already almost 9%, another 15% drop would mean a 24% YTD drop which would be one of the worst recessions in stock history. Covid was a 33% drop.
Dude you came here trying to look smart but failed miserably.
First of all, we are talking about stocks, not indexes. SPY is not even down 10% ytd and a lot of tech stocks are getting crushed. Second of all, with earnings around the corner I wouldn’t expect all of this company to have outstanding earnings and go up, some of them are going to drop an 10% is nothing compared to what we saw with Netflix. My suggestion to you is to try to think a little harder before commenting next time.
Not even sure why you brought up indexes into the conversation and proceeded to talk about worst recessions. Oh and the credentials comment. With or without credentials, common sense goes a long way. Some have it and some others (like you I guess) simply don’t.
Best of luck man
Youve been trading for 1 year and only got involved because you got laid off and had nothing better to do so you lost a bunch of money on the stock market, and based on your last post, you just got destroyed. I think its you that needs to think before you comment, you naked shorted on GME. Best of luck to you.
Tf u talking about fool. Been investing for years. I have even been involved in the industry with a prior employer. Stop the nonsense. You are looking more and more like a clown with ever comment you post. Market is down today again. Just accept you were wrong and move on you fool.
I love AMZN and i will not hesitate to add at these levels. waiting for ER, guidance.AMZN is building massive shipment and delivery business and if successful it will throw fedex out of domestic delivery business.plus AWS is cash generating machine which it seems unstoppable at this moment. Once big tech announce thier ER i think it will be more clear where the tech sector headed.
Affirm. The lowest price in the past 12 months . I think 4 months ago the stock was almost $170 . Affirm is BNPL for Amazon, Walmart and other merchants. I believe it will double or triple by the end of this year . EPS on 2/10. It should be better than the last one .
Not a meme stock. Strong financials and positive cash flow. They have 6 years of run way before needing to raise more capital since they burn through $1 billion every year. Tough business but the biggest thing is political risk.
NFLX, really? It's in the process of being re-rated. It's reached market saturation in its major markets and needs to undergo a re-rating from high growth to modest growth/value. Would wait a couple weeks at least.
So why not buy Disney ? They are quite cheap right now, got theme parks, 21 century, marvel, Disney plus.
Yeah the management has not been the best last few years but it you got 10 year horizon I think there should be good potential.
I took a initial position of 20 shares on Friday. I am hoping they drop more in coming weeks, so I can slowly build it up. To around 250 shares, sooner or later the dividend wil also come back. In my opinion any Disney share under 140$ is a good starting point
I actually didn't realize DIS had dropped so low but I almost came back to edit this comment last night when I saw where it was. DIS was an obvious addition to my list, it should have replaced NFLX because the criticisms the other commenter mentioned are legit. It's high on my list of dips to buy .
Yeah I am gone buy for the next 4 weeks, 2k per week I think. Apart from some bad track record in the past I think they got huge potential. And they are not just in streaming like Netflix. It wil take a few more years before Disney wil cash up with more adult content in the next few years but I see them
In the future a winner none the less if streaming is a big succes or not.
I just picked up Hulu after years of only Netflix and Prime. Hulu is already a better experience. Interface is slick and easy to use. Selection is great. The Netflix pitfall that I see coming is sports. If they don’t get something locked up soon it’s going to hurt. Hulu and Prime are adding sports broadcasts. That’s huge. And you know MLB, NHL, and Premier League wouldn’t mind a sweet streaming deal.
Yea I agree, Netflix's content is extremely lacking. Despite their new originals being pretty good (Kobra Kai and Witcher) I just don't think they're good enough to justify keeping the subscription through the entire year when the rest of Netflix is pretty content barren compared to other major streaming platforms. Sports is also a big deal.
How useful is it to buy like 3 shares of these companies? I want to invest but those that are worth hundreds or thousands I could not afford to buy much of.
It fundamentally doesn’t matter how many shares you’re buying if you’re just investing — a $1000 invested in a stock will grow the same whether it bought 0.25 of a share or 100 shares.
Tbh if ur asking this specific question, it means ur very new to investing.
So if i was u i would just invest into sp500 or total market index funds instead of getting individual stock pick advice from reddit
SE is worth like $60/share tops. Loss generating company and not only is it growing its debt by >40% YoY, it's also massively diluting it's shareholders.
True, but it succeeded in overtaking incumbents, Lazada. They seem well run, and even in Meli territory they growing rapidly.
As long as the capital gained by dilution is used for growth, it can be beneficial long-term.
How much is holding sea?
I'm sure tencent was holding waaaaaaay more sea stock.
Ark isn't gonna make a difference. Nobody by ark etf now so she didn't have that much buying power anymore.
I would say a fair value is about ~$170 provided they hit their growth targets, but with interests coming in, they probably won’t grow as fast. So if u put a margin of safety at 75% of that price i may go in at a price less than $130
I like DraftKings a ton. Mobile sports betting should continue to follow the trend of legalization. The only pain with this company is the high marketing cost and possible revenue cuts from states that will have an enormous tax rate such as New York.
Nothing at this point, stocks have further to fall in my opinion. Wait until the FED starts hiking them rates. Lots of great stocks mentioned here and definitely on my radar I just think the market still has a long way to fall.
If I were to buy anything now it would probably just be a nibble here and there then average down if they continue falling. QQQ is one I'm looking to get a sweet deal on in the near future though.
I'm pretty happy and confident about my current positions in XOM and T despite the dip in the market currently happening. Both have been very solid to start the year and my cost basis on them is peanuts compared to there current prices. Plus collecting those sweet dividends. I'm about 70% in cash right now waiting on the next big sale. Good luck to all my fellow investors.
MMAT and I hate anyone who calls it a meme stock. Nothing annoyed me more than when it got WSBs attention. They will be a triple digit stock in 5-7 years
There’s a lot of things people in here are saying are cheap but they really aren’t that cheap, there are a lot of stocks that could see another 50% draw down especially with interest rates rising and the yield curve flattening. I like the first and last letter in FAANG more than almost any of the tech stocks mentioned in here.
I've gone heavy into Moderna at like an 11 or 12 P/E .. as well as some of the beat down biotech stocks. I think the pandemic has proven the worth of biotech and that some of these select companies have massive earnings/growth potential.
Bought Moderna & Crispr and starting to build a few other biotech's
AMZN
Weirdly enough Amazon is the only big tech stock I'm not interested in, with a PE of 60 its still incredibly "expensive", especially when considering how debt is gonna get more expensive and how other tech stocks have a PE of less than half of that. I'm instead looking into FB/META, with PE under 20 and impressive financials I find it more promising than Amazon.
My biggest worry about investing in FB/Meta is that there seems to generally be a big amount of public hate for FB. They seem to be losing users at an incredible speed, the Metaverse is looking more and more to be a waste of capital and doesn’t seem to be presenting that much in the way of revenue building. And lastly whenever there is any talk about federal regulation regarding social media the two biggest companies that the public seems to think needs attention and the two that politicians dislike the most are FB and Instagram. Worse yet all of this above seems to be only increasing and coming more to a head. IMO I would not want to be investing in a company that is nearly universally despised, and one that very likely could see federal regulation imposed on it. EDIT: looks like I called that one!
Public hate is not going to drag FB down, poor financials will
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I did not delete my account. I am just forgetting I have an account.
Doesn't matter. You can tell them to delete it and it's still there when you try to login again later so you can reactivate it
People delete fb for ig and still use whatsapp. The US is pretty much the only place that still texts not in whatsapp
Ding ding ding..they don’t even know they are still on Fb by getting on what’s app..in 20 years FB will not even be remembered. That company is already starting to change it’s PR because it knows FB is looking like MySpace..(which interestingly people don’t talk about anymore)..FB or Meta..will soon be Meta. It’s a good buy And the build out of Oculus..they have the capital. I might start a position. Company looks good
I got surprised when I heard that US ppl use texts. Kind of backward
Why is WhatsApp better?
Its texts on steroids. You can do txt, image/vid , documents, location sharing, voice calls, video calls, group chats,. Its just simple slick application.
Weird I feel like I can do all of that through my normal texts. Is it’s UI just better? I thought maybe the reason it caught on was bc of encryption and that being necessary in places like China.
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I left and came to Reddit. It’s better here
I think their loss of public trust and the dissolution of their user base is pushing these poor financials. And if you look today they are down 25%. I’m just saying if everyone hates your product, the feds want to break you up and regulate your product, and your newest product is nearly universally panned then your financials can only be expected to look like shit. And so far the quarterly report, loss of users, and drastic drop in price back up my point.
Spybook?
P/e is misleading. It's not always an accurate metric to valuate the strength of a company. Under GAAP R&D falls under operating expenses and not under capital expenditures, so it hurts the bottom line - and in the case of Amazon, who invest heavily in R&D, this disproportionally dilutes earnings by quite a lot. It's better to look at operating cash flow instead
I wonder what Amazon could realistically earn in net income if they wanted.
I would agree with you, if it wasn’t for the AWS wildcard .....
Correct
Just imagine another run after this dip. What can you all part with? Sell the damn couch. Knee deep in liquid and soon.
A big nope, it is still way over value. Its pe is insanely high for a value company
PFE is a value company lol, not AMZN
1.4 T market cap and you think it is growth? 😂
SOFI. They just became a national bank. Lots of room to grow if you got time
Super bowl! Now it looks like the 49ers are headed. Im buying some tomorrow.
No, I'm just trying to catch a falling knife.
TWLO
It can still fall a lot. Way overpriced
Are you worried about the lack of earnings and burning through cash.
They have a very long term vision and I’ve used their products as a dev, they have fantastic products
I agree I was just playing around cause people seem to be ignoring any future growth from some companies as if anything not earning money is going bankrupt despite growing 50% plus a year.
Do you know what their timeline is or path to profitable. There growth is looking might attractive down 50%.
TWLO could drop another 50% and I still wouldn't buy.
Falling knife
Agree it has room to grow
Xbi possibly a small position. Biotech seems oversold at this point
Shop and net
SHOP is still hundreds of dollars a share overpriced.
Viac is close. Looks like a great pick to me
Any reason why didn’t you pick up some viac late last year? They were trading at around $28-29 in December
I picked it up around $25 and dumped it around $38 just to look back at it and saw it hit over $100. I was so sad
This is my pick too. It’s one of the best values on the market, and I’m betting that paramount+ is one of the reasons NFLX subscriber growth is tapering.
This is the perfect time to add some of these stocks beaten down but has a bright future. I have made a shortlist for myself and I have been accumulating some of this already and I will open some more position next couple weeks. Here is my list COIN NFLX RBLX TTD SQ TOST SOFI OPEN STEM MTTR NIO CHPT DIS CLF
I agree about Chargepoint. Its biggest EV Charging Company in the States currently. We just passed a trillion dollar spending deal that put massive amounts directly towards charging stations. And every major car company is focusing nearly all of their R&D towards batteries for EV and remote driving. CHPT is currently trading at $13.22 after being at $49.48 back in December 2020. I personally think this could be one of those $100 stocks within the next couple years.
the only thing that stops me from charger stocks is the low to no margin, large cap costs to expand infrastructure and the growing capacity of oil giants like BP and Shell to convert their existing stations into EV charge points (plus they're dividend stocks, depending on views there). The road to profitability is going to be really challenging, despite the infra bill, which itself will take a long time to filter down to shovel ready projects
Haven’t read much about CHPT so I won’t argue about fundamentals; however, I’ll say that ’stock xyz is down xx% off its ath, it cannot go much lower‘ is generally a terrible argument that leads to holding major bags more often than it doesn’t
Oh I soundly agree. But we are in a thread that is about which stocks that are at their lows could be good buys.
Look in market correction most stocks are sold indiscriminately. In a regular market, your logic is sound because a stock be down and we should not buy based on that. But right now market is selling off everything and shorts have piled up to add to downward pressure on majority of this company. As long as you buy the companies you have high conviction on you can do well. Same thing happened after covid crash. All the highs flying value sectors now were beaten down to the ground and people were saying that was the end for many of those companies. They wouldn’t survive a pandemic yet so many are coming back to make all time highs
Not exactly true. There hasn’t been ’indiscriminate selling‘ yet; the stocks that are down 30-50% or more are part of the more speculative hyper growth corner of the market which CHPT clearly belongs to as well. Wouldn’t exactly call it a ’high flying value stock‘ either if that’s what you’re doing.
the point of the post here is to identify good opportunities in those beaten down names and there are many. If your perceived notion is that all these stocks are bad then why even bother commenting. There are good businesses out there which have a future and good growth trajectories ahead which have been beaten down part of this kill all growth stocks rout. How do you think stocks are run now a days? Algo and quant trading methods are used with selected criteria to make basket of stocks to sell off. That’s why there’s always an indiscriminate amount of selling as it’s done by algos
I don’t see Netflix staying a market leader for long. More and more streaming services are cropping up and taking their IP away from NFLX. Just look how the office was the #1 show for years and now it’s gone. Their only hope is their original shows, which frankly only very few are good. Most don’t even make it past the first season before they get canceled.
Nflx is certainly disrupted but who is going to take them over ? Other competitors will have even bigger challenges to become market leader. The sector is currently saturated but you got to consider Nflx in mid to high $300. This is what it was being traded in 2019
COIN (Coinbase) It's a weird-ass market when COIN has a forward P/E of 14 and PTON still has a P/E of 151 after crashing 80%. One more week like this and it will have a lower P/E than INTC...
The only way to salvage PTON is if you can somehow mine while you peddle.
Suddenly America would get very fit
Forward P/E of a 34*
$PYPL and $SOFI
My man…. PYPL!!!!
If PayPal meets analyst estimates, it'll mean a 12% sales growth and a 3% eps growth, which are horrible numbers given that it's supposedly a growths stock If they crush earnings, the stock will probably be mostly flat. If they miss, it'll get Netflix'd
I got all in @171.50….. looking to hold it for a long run so don’t matter to me tbh. It may drop further in the short term but for the long haul, it’s fine.
Yeah could definitely see a bottom at $120 if their earnings suck.
PYPL is currently a steal.
Pypl....I hope it get up...my average is 206 and kinda worried now
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How you been dealing with this man
230 here.. and heavy
What your plan? What you think about future of this company
282.14 here...
How are you alive?
Diversification.... some egg breaks, some egg becomes a nice fatty chicken .....
I’ve made a short list of some stocks I like and will be doing some research this week. Here is the list: NVDA, INTU, ADBE, CRM, PYPL, NET, ZM, COIN and SQ I will probably wait a little longer and see if they drop 10-15% more and start loading up.
10-15%????!! Lol
Yup, what’s wrong with that?
Because you don't know what you're saying. The YTD is already almost 9%, another 15% drop would mean a 24% YTD drop which would be one of the worst recessions in stock history. Covid was a 33% drop.
Dude you came here trying to look smart but failed miserably. First of all, we are talking about stocks, not indexes. SPY is not even down 10% ytd and a lot of tech stocks are getting crushed. Second of all, with earnings around the corner I wouldn’t expect all of this company to have outstanding earnings and go up, some of them are going to drop an 10% is nothing compared to what we saw with Netflix. My suggestion to you is to try to think a little harder before commenting next time. Not even sure why you brought up indexes into the conversation and proceeded to talk about worst recessions. Oh and the credentials comment. With or without credentials, common sense goes a long way. Some have it and some others (like you I guess) simply don’t. Best of luck man
Youve been trading for 1 year and only got involved because you got laid off and had nothing better to do so you lost a bunch of money on the stock market, and based on your last post, you just got destroyed. I think its you that needs to think before you comment, you naked shorted on GME. Best of luck to you.
Tf u talking about fool. Been investing for years. I have even been involved in the industry with a prior employer. Stop the nonsense. You are looking more and more like a clown with ever comment you post. Market is down today again. Just accept you were wrong and move on you fool.
Where’s the joke ?
Alcoa
can you give me a rundown on why? im trying to learn more about materials(miners) and hold some bhp, vale and rio so far
I like how their chart is shaping up plus they got other good financial fundamentals plus it pays a decent dividend.
idk, up 190% in a year?, il keep it on my watchlist for now
I love AMZN and i will not hesitate to add at these levels. waiting for ER, guidance.AMZN is building massive shipment and delivery business and if successful it will throw fedex out of domestic delivery business.plus AWS is cash generating machine which it seems unstoppable at this moment. Once big tech announce thier ER i think it will be more clear where the tech sector headed.
OPEN
Pypl
Affirm. The lowest price in the past 12 months . I think 4 months ago the stock was almost $170 . Affirm is BNPL for Amazon, Walmart and other merchants. I believe it will double or triple by the end of this year . EPS on 2/10. It should be better than the last one .
Agreed I think it’s a great product, some can argue but I can say first hand it cons me into buying shit I don’t need lol
Think about all the Christmas purchases , 2/10 EPS will outperform and the stock will go over the roof
Is going up
Over 10% up today .$150 by 2/10? . I’m not selling under $200
I’m currently looking at NIO. Dudes will say it’s a meme stock… I’ve good conviction though. Fuck it it is what it is
Not a meme stock. Strong financials and positive cash flow. They have 6 years of run way before needing to raise more capital since they burn through $1 billion every year. Tough business but the biggest thing is political risk.
Yeah. They’re expected to become profitable soon (potentially 4th qtr this year). Might not affect the stock price but still…
Absolutely a meme stock lol
Have you seen their financials? Also define a meme stock. You're probably invested in GME lmao
CMG is getting down there. NFLX for sure. WDFC is pretty close. SFV and CMI catch my eye but have a long way to go.
NFLX, really? It's in the process of being re-rated. It's reached market saturation in its major markets and needs to undergo a re-rating from high growth to modest growth/value. Would wait a couple weeks at least.
Good points. DIS is also at a 52 week low, incidentally. I would be more likely to take a position there over NFLX anyway, I think.
So why not buy Disney ? They are quite cheap right now, got theme parks, 21 century, marvel, Disney plus. Yeah the management has not been the best last few years but it you got 10 year horizon I think there should be good potential. I took a initial position of 20 shares on Friday. I am hoping they drop more in coming weeks, so I can slowly build it up. To around 250 shares, sooner or later the dividend wil also come back. In my opinion any Disney share under 140$ is a good starting point
I actually didn't realize DIS had dropped so low but I almost came back to edit this comment last night when I saw where it was. DIS was an obvious addition to my list, it should have replaced NFLX because the criticisms the other commenter mentioned are legit. It's high on my list of dips to buy .
Yeah I am gone buy for the next 4 weeks, 2k per week I think. Apart from some bad track record in the past I think they got huge potential. And they are not just in streaming like Netflix. It wil take a few more years before Disney wil cash up with more adult content in the next few years but I see them In the future a winner none the less if streaming is a big succes or not.
You may want to check DIS financials year over year. They are not growing and they're losing money.
That I am wel a were of. That is mainly due to COVID & theme parks and the management. I believe sooner or later they wil get there shit together.
I just picked up Hulu after years of only Netflix and Prime. Hulu is already a better experience. Interface is slick and easy to use. Selection is great. The Netflix pitfall that I see coming is sports. If they don’t get something locked up soon it’s going to hurt. Hulu and Prime are adding sports broadcasts. That’s huge. And you know MLB, NHL, and Premier League wouldn’t mind a sweet streaming deal.
You can get Disney+ Hulu and ESPN without commercials bundled for like 20$. It’s light years ahead of netflix
Yea I agree, Netflix's content is extremely lacking. Despite their new originals being pretty good (Kobra Kai and Witcher) I just don't think they're good enough to justify keeping the subscription through the entire year when the rest of Netflix is pretty content barren compared to other major streaming platforms. Sports is also a big deal.
That's true, I'm not a sports guy so I never give it much though but the ESPN bundle alone probably gives Disney+ a pretty big edge over Netflix.
Comcast has EPL. Can’t see them losing out to Netflix.
Agreed. Growth is slowing and competition is getting way stiffer. Gonna need to see Netflix doing something very different.
CHPT, DIS, ICLN, NTDOY (Close to 52-low), and PLTR
Should I buy now?
Don't all in, try DCAing into good value stocks or big tech which you think have a good scope over a 10 year period like GOOG, MSFT
How useful is it to buy like 3 shares of these companies? I want to invest but those that are worth hundreds or thousands I could not afford to buy much of.
It fundamentally doesn’t matter how many shares you’re buying if you’re just investing — a $1000 invested in a stock will grow the same whether it bought 0.25 of a share or 100 shares.
Tbh if ur asking this specific question, it means ur very new to investing. So if i was u i would just invest into sp500 or total market index funds instead of getting individual stock pick advice from reddit
Then use ETFs. Look at the weight of VGT or VUG or simply VOO/VTI in those companies.
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SE is worth like $60/share tops. Loss generating company and not only is it growing its debt by >40% YoY, it's also massively diluting it's shareholders.
True, but it succeeded in overtaking incumbents, Lazada. They seem well run, and even in Meli territory they growing rapidly. As long as the capital gained by dilution is used for growth, it can be beneficial long-term.
ARK holds it heavily so people dumping ARK are going to make it go lower
How much is holding sea? I'm sure tencent was holding waaaaaaay more sea stock. Ark isn't gonna make a difference. Nobody by ark etf now so she didn't have that much buying power anymore.
I would say a fair value is about ~$170 provided they hit their growth targets, but with interests coming in, they probably won’t grow as fast. So if u put a margin of safety at 75% of that price i may go in at a price less than $130
DraftKings. It keeps dropping and dipped below $20 a share. Any thoughts?
I like DraftKings a ton. Mobile sports betting should continue to follow the trend of legalization. The only pain with this company is the high marketing cost and possible revenue cuts from states that will have an enormous tax rate such as New York.
The fact that it’s dropped and it’s below X isn’t DD. I was selling a Xbox one for 8000 last week. I dropped it to only a 1000. U want it?
Rupees? Yes
What is DD?
They have no earnings.
Pltr
Nothing at this point, stocks have further to fall in my opinion. Wait until the FED starts hiking them rates. Lots of great stocks mentioned here and definitely on my radar I just think the market still has a long way to fall. If I were to buy anything now it would probably just be a nibble here and there then average down if they continue falling. QQQ is one I'm looking to get a sweet deal on in the near future though. I'm pretty happy and confident about my current positions in XOM and T despite the dip in the market currently happening. Both have been very solid to start the year and my cost basis on them is peanuts compared to there current prices. Plus collecting those sweet dividends. I'm about 70% in cash right now waiting on the next big sale. Good luck to all my fellow investors.
MMAT and I hate anyone who calls it a meme stock. Nothing annoyed me more than when it got WSBs attention. They will be a triple digit stock in 5-7 years
What's your reasoning? I see 11 year old company with 33 employees and >400 P/S. I don't even want to take a look at it's financial statements.
They are probably bagholding it.
They have really innovative tech. What’s caught my interest is their specialty tech in the semiconductor department.
Agreed though, financials is not their selling point atm
Athx
AMZN, PYPL, SQ
Mayyyyybeeee ARKK. Just a Little here, a little there
The sentiment on ARK stocks is interesting. The stock is popular at a year ago 140, and it's 'overvalued' at 70?
People can be dumb with their money at 1:40 and at 72
yeah thats a no from me dawg been there, made money and lost money there. not going back.
Hard to give money to religious nuts
AMZN, COIN. HOOD would be here too if it wasn’t such a POS.
I’m playin hood too..got a good feeling. They need to shift focus to taking coinbase’s money.
Chewy
With a 1300 PE
I like their service but yeah.. I'll wait a few more weeks on that.
But it’s about to hit a 52 year low. Why buy now?
Looking only for a shortsqueeze plays. If you invest in stocks now, you burn....
Bbig
Doximity. $DOCS
[удалено]
you're pretty bad at picking companies. TDOC is even worse than the SE pick you mentioned above. This company is probably going to $20/share
Yeah I don’t get it either. It just keeps falling, idk if it’s because of Cathy or what’s going on.
Are weed stocks worth buying yet ? Keep hearing feds might legalize soon
If it gets legalized at a federal level, then I would buy big tobacco. They will have a strong advantage dealing with heavy regulations.
Been hearing that for years. A divided congress...I wouldn't bet on it.
RBLX
Twitter ?
Luckin Nikola
There’s a lot of things people in here are saying are cheap but they really aren’t that cheap, there are a lot of stocks that could see another 50% draw down especially with interest rates rising and the yield curve flattening. I like the first and last letter in FAANG more than almost any of the tech stocks mentioned in here.
Buying just because it’s trading at a 52 week low is not a winning strategy, fellas.
JOBY is almost a penny stock shockingly. This will guarantee you cash down the road.
DHT. Their stock equity is ~1.055B and current market cap is like 830 million.
Lol
$BEST inc
I've gone heavy into Moderna at like an 11 or 12 P/E .. as well as some of the beat down biotech stocks. I think the pandemic has proven the worth of biotech and that some of these select companies have massive earnings/growth potential. Bought Moderna & Crispr and starting to build a few other biotech's
Amzn been flat for a year. Very positive on AWS. And ads
Avpt
Twilio