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  1. R

    OT: Stock and Investment Talk

    Russell outperforming today.
  2. R

    OT: Stock and Investment Talk

    Bought SNOW and GLOB. Neither stock looks good, but do seem to be at support levels. Good growth for each, with GLOB looking fairly cheap at 4.2x price to revs.
  3. R

    OT: Stock and Investment Talk

    Fingers crossed(as a member of the general public, as I don't even own the stock) that BA is done with this stretch of bad news. If so then this could be a good buy point. Stock has hung in fairly well even in the face of some of the more recent bad news. Stephanie Link has been buying MMM...
  4. R

    OT: NJ Devils 2023-2024 Thread

    100%. He's been a beast of late. Now if he's banged up again for a long stretch next year, I'd be wary of injury concerns, but as of right now, I see it as a blip. And again, I actually give him credit for battling through the injury.
  5. R

    OT: NJ Devils 2023-2024 Thread

    At least break it out to 5v5 +/-. Timo is a + with Nico. He's a plus with Allen. So linemates certainly factor in. As does goal tending. As does health. Was Timo playing his best while injured on the 3rd line? No, but why dwell on it if we know he is very good when healthy and playing...
  6. R

    OT: NJ Devils 2023-2024 Thread

    Ruff's gone, so I don't see the importance of debating him, but if the medical staff clears him, and he's willing to play, then of coarse the coach is going to play him. And then we could debate where an slowed by injury guy should play? Top 6? Top PP? Not sure that makes sense. I actually...
  7. R

    OT: NJ Devils 2023-2024 Thread

    Bad teams in SJ, bad goaltending in NJ doesn’t help timo’s +/- A guy who plays pp but not pk will also be negatively affected.
  8. R

    OT: Electric vehicles

    Nikola’s long term plan is to be as much about building a hydrogen infrastructure, including green production, as it is about building the vehicles. It’s been a struggle though as they are far from profitable and high interest rates make it more difficult to access capital.
  9. R

    OT: Stock and Investment Talk

    Really strong late in the day. Not just value either as the Nasdaq was down early in the day, but finished a half a percentage higher.
  10. R

    OT: Stock and Investment Talk

    Ha, thanks for the disclaimer, but don't think I was laying my bad trade at your feet.
  11. R

    OT: Stock and Investment Talk

    Gerstner on half time talking SNOW. Disapointed in how they transitioned to the new CEO, but actually really likes the new CEO who came over from Google. Thinks guidance was low so as to not put the new CEO in a tough spot but expects the company to outperform. Also says SNOW is well...
  12. R

    OT: Stock and Investment Talk

    MS has been a laggard amongst financials, but has built a 3 year base. Though maybe one would argue the real base is 2 years old, as it hasn't really challenged the highs of Aug 21/Jan22 where it double topped around $101. Probably will have to deal with those levels before breaking out...
  13. R

    OT: Stock and Investment Talk

    Ha. Why $48 and not just $50? I can certainly see a bunch more upside for BTC, but any price target is pure speculation, especially 30 years out. Silly to even talk about it.
  14. R

    OT: Stock and Investment Talk

    Not to make this political, but Trump's stock is surging upon transition from spac to a Trump company. One of those weird things where the stock surges upon transition, despite it being well known the transition was coming. I rode that wave on NKLA a few years ago.
  15. R

    OT: Stock and Investment Talk

    I actually lost money on that trade somehow. But props to a great recommendation. Are you staying in? This sounds to me like it's ready for a serious give back. What's the catalyst moving fwd?
  16. R

    OT: Stock and Investment Talk

    Was it serious? Do people actually watch him?
  17. R

    OT: NJ Devils 2023-2024 Thread

    I think this run is showing the importance of goal tending, but we are getting elite level goal tending right now.....from 2 guys who we shouldn't expect to give us elite level goal tending. The team isn't playing especially well actually. Certainly didn't play great last night.
  18. R

    OT: Stock and Investment Talk

    I’ve kind of felt he was just playing the permabear role, but it’s weird to play it across multiple platforms. I get CNBC wants multiple perspectives but his podcast persona is equally bearish. Lame if he’s faking. Lame if he is using faking as a cover.
  19. R

    OT: Stock and Investment Talk

    Wood is an interesting name because she performed so well for a good stretch…..and has now underperformed for a good stretch. Was she just a byproduct of the market, did she just nail it with one stock, ie TSLA, or is there some real stock picking prowess there? I think it is more...
  20. R

    OT: Stock and Investment Talk

    On the Tape? That’s enemy territory. I probably would have missed that one, thanks for the heads up.
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