Dividend Growth Forum
What Did You Buy Today? - Printable Version

+- Dividend Growth Forum (http://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=33)
+--- Thread: What Did You Buy Today? (/showthread.php?tid=699)

Pages: 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767


What Did You Buy Today? - vbin - 02-16-2021

I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).


RE: What Did You Buy Today? - fenders53 - 02-16-2021

(02-16-2021, 02:41 PM)vbin Wrote: I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).
 I always research before a big investment and appreciate the more knowledgeable input here.  I ask here because I usually don't understand the tech.  I can look at the current financials on the future tech and it's usually very shaky vs SP.  It's pretty clear the market doesn't care about that for now.

The one question I have is if the MOAT is solid why are they struggling to even make any profit today? It's not a new company right?


What Did You Buy Today? - vbin - 02-16-2021

"Moat is growing" it's not there yet. A lot of their rev comes from big corps and govt contracts and once these customers sign up they don't go away, dependency gets build up on the software/tech and stays like that for years unless the provider becomes incompetent over years and decades.

These integrations intentionally are designed hard to integrate and hard to decouple. Usually providers will give full support and discount for integration in order to facilitate the "hard to integrate" part and once onboard since these are hard to decouple systems, they stay with the customer for long time.( Think about all the logistics, architecture, training, budgeting, approvals) it takes months and years.

From what I know it was purely an engineer company with little emphasis on sales and that's changing.

The problems they are solving( unstructured data) is very hard to solve etc etc etc. What a lot of people don't realize is that these systems can be deployed in multiple domain and areas and opens up new frontiers for PLTR other then defence contracts. I will suggest some reading on them.


RE: What Did You Buy Today? - stockguru - 02-16-2021

(02-16-2021, 03:03 PM)fenders53 Wrote:
(02-16-2021, 02:41 PM)vbin Wrote: I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).
 I always research before a big investment and appreciate the more knowledgeable input here.  I ask here because I usually don't understand the tech.  I can look at the current financials on the future tech and it's usually very shaky vs SP.  It's pretty clear the market doesn't care about that for now.

The one question I have is if the MOAT is solid why are they struggling to even make any profit today?  It's not a new company right?

This stock has been hyped since day 1 and just about ever board you visit says buy this stock. From buy buy buy its going to $100, to $50 this week lol. They missed earnings and rev estimates. And came in at negative 8 cents compared to 2 cent expected. And based on amortization contracts not sure they deserve a 53 billions market cap already.  It's also a heavily shorted stock as well. Seems expensive even at $28 a share.  They have a bright future but if I had the choice between PLTR and KTOS. My money is on KTOS. Its a name I own. 

Don't get me wrong. PLTR will be a nice company is a few years. There just not there yet. If it gets to $20 I will buy for sure. I played it from $18-34. Hoping to do it again lol


RE: What Did You Buy Today? - Otter - 02-16-2021

(02-16-2021, 03:18 PM)vbin Wrote: "Moat is growing" it's not there yet.  A lot of their rev comes from big corps and govt contracts and once these customers sign up they don't go away, dependency gets build up on the software/tech and stays like that for years unless the provider becomes incompetent over years and decades.

These integrations intentionally are designed hard to integrate and hard to decouple. Usually providers will give full support and discount for integration in order to facilitate the "hard to integrate" part and once onboard since these are hard to decouple systems, they stay with the customer for long time.( Think about all the logistics, architecture, training, budgeting, approvals) it takes months and years.

From what I know it was purely an engineer company with little emphasis on sales and that's changing.

The problems they are solving( unstructured data) is very hard to solve etc etc etc. What a lot of people don't realize is that these systems can be deployed in multiple domain and areas and opens up new frontiers for PLTR other then defence contracts. I will suggest some reading on them.

Their move into the corporate space is much more recent. PLTR initially received seed money from the CIA over a decade ago, as the agency saw the obvious national security implications of being able to spot meaningful trends in unstructured data. Unsurprisingly, law enforcement/homeland security/defense are some of their longest-standing customers. Their focus for the majority of their pre-IPO history was government contracts (steady, sticky, dependable income). 

There's the apocryphal story told by American Airlines' former CEO Bob Crandall, that the airline learned it could save over a million a year by removing one olive from each dinner salad served onboard. At the risk of oversimplifying for fenders and anyone else looking at the company, PLTR basically vacuums up data from a company's entire operations, and automates finding opportunities for trimming olives, or otherwise streamlining workflows. 

They have also mastered the art of making their software indispensable for employees at every level of a company that uses them. Once established within an organization, it would be extremely disruptive and traumatic for the organization to disconnect and use a different provider (similar to how IBM successfully entrenched itself in corporate America starting in the 1960s with computing and data services, but PLTR is just copying that move in the SaaS/analytics/workflow automation space).


RE: What Did You Buy Today? - fenders53 - 02-16-2021

(02-16-2021, 03:22 PM)stockguru Wrote:
(02-16-2021, 03:03 PM)fenders53 Wrote:
(02-16-2021, 02:41 PM)vbin Wrote: I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).
 I always research before a big investment and appreciate the more knowledgeable input here.  I ask here because I usually don't understand the tech.  I can look at the current financials on the future tech and it's usually very shaky vs SP.  It's pretty clear the market doesn't care about that for now.

The one question I have is if the MOAT is solid why are they struggling to even make any profit today?  It's not a new company right?

This stock has been hyped since day 1 and just about ever board you visit says buy this stock. From buy buy buy its going to $100, to $50 this week lol. They missed earnings and rev estimates. And came in at negative 8 cents compared to 2 cent expected. And based on amortization contracts not sure they deserve a 53 billions market cap already.  It's also a heavily shorted stock as well. Seems expensive even at $28 a share.  They have a bright future but if I had the choice between PLTR and KTOS. My money is on KTOS. Its a name I own. 

Don't get me wrong. PLTR will be a nice company is a few years. There just not there yet. If it gets to $20 I will buy for sure. I played it from $18-34. Hoping to do it again lol
Thanks.  I thought the market might be getting ahead of it, and nobody here has been making crazy short-term SP predictions because we are mostly sane lol.  I'll grab a PLTR put in a few days because the story sounds good and the option premiums are stupid good.  Still patiently waiting for that down 1K+ day that will shake some of the froth out of the fun stuff.


RE: What Did You Buy Today? - Otter - 02-16-2021

(02-16-2021, 03:22 PM)stockguru Wrote:
(02-16-2021, 03:03 PM)fenders53 Wrote:
(02-16-2021, 02:41 PM)vbin Wrote: I think it's worth to the least sell covered puts in PLTR. I have a few friends who are in similar tech space of data and there are 2 things worth noticing about PLTR
1. The barrier to entry is huuuge.
2. Pltr moat keeps growing.


There are a lot more things to say and honestly for serious investment you should spend some time researching it.

Lockup expiration is what I was waiting for, approx 3 times more stocks have become eligible for sale so do watch out for volatality. But a huge number of those eligible stocks are owned by founders. I would double my positive below $20, and triple below ($15, if it ever goes back there).
 I always research before a big investment and appreciate the more knowledgeable input here.  I ask here because I usually don't understand the tech.  I can look at the current financials on the future tech and it's usually very shaky vs SP.  It's pretty clear the market doesn't care about that for now.

The one question I have is if the MOAT is solid why are they struggling to even make any profit today?  It's not a new company right?

This stock has been hyped since day 1 and just about ever board you visit says buy this stock. From buy buy buy its going to $100, to $50 this week lol. They missed earnings and rev estimates. And came in at negative 8 cents compared to 2 cent expected. And based on amortization contracts not sure they deserve a 53 billions market cap already.  It's also a heavily shorted stock as well. Seems expensive even at $28 a share.  They have a bright future but if I had the choice between PLTR and KTOS. My money is on KTOS. Its a name I own. 

Don't get me wrong. PLTR will be a nice company is a few years. There just not there yet. If it gets to $20 I will buy for sure. I played it from $18-34. Hoping to do it again lol

The $0.02 consensus earnings estimates were non-GAAP. Non-GAAP earnings were $0.06. They beat by $0.04. 

The -$0.08 figure is GAAP.

Edited to add:

[Image: hSB7Ixd.png]


RE: What Did You Buy Today? - fenders53 - 02-16-2021

Price to sales ratio is in the stratosphere. They'll have to hit or beat their growth numbers for an earnings report to move this. Market doesn't care much about this anyway as long as the story is good for the high flyers.


RE: What Did You Buy Today? - rayray - 02-17-2021

added to bmy

bought two starter positions, mostly to watch and keep a closer eye on--i'll do that buy a few shares 5 or 10 just to watch the equity more closely

stag

twou


RE: What Did You Buy Today? - ken-do-nim - 02-17-2021

(02-17-2021, 05:49 AM)rayray Wrote: added to bmy

bought two starter positions, mostly to watch and keep a closer eye on--i'll do that buy a few shares 5 or 10 just to watch the equity more closely

stag

twou

I've been watching BMY.  EPS negative, price lower than it was 5 years ago and for more than a year just choppy, pretty good dividend but I'm doubtful of its prospects for growth.

STAG looks interesting.


RE: What Did You Buy Today? - fenders53 - 02-17-2021

(05-07-2020, 11:15 AM)kblake Wrote: bought WFC, GD, FRT, MO, PM and BRK.B

I'm still holding 48% cash for other opportunities

(02-16-2021, 02:09 PM)chascornell Wrote: Thinking about throwing down a F call for next year. What’s peoples thoughts on F? The Fed just announced all their cars will be EV, I think this should increase the stock price over time


Sent from my iPhone using Tapatalk

(02-17-2021, 06:44 AM)ken-do-nim Wrote:
(02-17-2021, 05:49 AM)rayray Wrote: added to bmy

bought two starter positions, mostly to watch and keep a closer eye on--i'll do that buy a few shares 5 or 10 just to watch the equity more closely

stag

twou

I've been watching BMY.  EPS negative, price lower than it was 5 years ago and for more than a year just choppy, pretty good dividend but I'm doubtful of its prospects for growth.

STAG looks interesting.
HEY!  I am trying to build a core BMY holding here.  Don't need that negativity.   Smile

I like their growth prospects.  They are digesting a merger.  Most of my big pharma has been flat.  We need normal med procedures to restart.


RE: What Did You Buy Today? - divmenow - 02-17-2021

So I guess we have new leaders in the market now bidding up crap stocks like LDOS and getting big dips in AAPL, QCOM, LMT ect. This market is so whack. You have to be careful now in today’s market. Boy how things have changed, AAPL use to be loved. Now everyone is saying it’s going to $75 LMAO. Get real. I will be buying AAPL as soon as it dips below $130 today. Redit and all these chat boards are ruining the market and the good companies getting caught in the cross fire. Things could get really dangerous if this crap continues and will affect all of us and our retirement funds lol. I may just sell if all and buy CD’s. Anyone I just had to vent ??