The stocks that I'm nuts about!

[blindsquirrel]

OZK is trading at a very low level right now under $40. I'm not sure if there is a good reason or not yet, but that's been a pretty safe buy range for this stock.

[blindsquirrel]

I did buy a little bit of OZK yesterday at $38.40. If I liked the current market conditions I would have bought more. This was such a good price in my opinion that I had to buy some of it. If the price keeps dropping and breaks the $35 level I'd consider this trade failed and get out. Otherwise I intend to hold this through the winter and see how high it can go (with a trailing stop of course).

[blindsquirrel]

I did buy a little bit of OZK yesterday at $38.40. If I liked the current market conditions I would have bought more. This was such a good price in my opinion that I had to buy some of it. If the price keeps dropping and breaks the $35 level I'd consider this trade failed and get out. Otherwise I intend to hold this through the winter and see how high it can go (with a trailing stop of course).

OZK blew way below the $35 level today. They reported some losses on loans, and some folks are criticizing their business model. The critics were short, so they got paid today.

[blindsquirrel]

The drop in the market in March has me looking for value buys again. Favorite is on top:

SEDG - Power, solar power! Headquartered in Isreal, these guys have almost no debt, and consistently make money. I think their stock is going above $300 at some point, so buying it now around $100 sounds good to me. This is currently the only stock I own.

OLLI - Bargains! "Ollie's Bargain Outlet", discount stores. Almost no debt, and consistently make money - notice a trend? This stock is not as discounted as SEDG, but I think it will go to $125 level.

GOOG - Not much I can say here that isn't something everyone in the world knows. Besides being Google, I think this is the best stock to own because smart people know that self-driving cars are the future of personal transportation, and this company is going to be the biggest player in that market. Again, almost no debt, and they just always make money. I think GOOG is going to be in the $1,600's.

PAYC - In Oklahoma City, these guys make software. Almost no debt and consistently making money, I think there is meat on this bone at these levels. $350 per share is what I think they'll go to.

[BlueWolf]

The drop in the market in March has me looking for value buys again. Favorite is on top:

SEDG - Power, solar power! Headquartered in Isreal, these guys have almost no debt, and consistently make money. I think their stock is going above $300 at some point, so buying it now around $100 sounds good to me. This is currently the only stock I own.

OLLI - Bargains! "Ollie's Bargain Outlet", discount stores. Almost no debt, and consistently make money - notice a trend? This stock is not as discounted as SEDG, but I think it will go to $125 level.

GOOG - Not much I can say here that isn't something everyone in the world knows. Besides being Google, I think this is the best stock to own because smart people know that self-driving cars are the future of personal transportation, and this company is going to be the biggest player in that market. Again, almost no debt, and they just always make money. I think GOOG is going to be in the $1,600's.

PAYC - In Oklahoma City, these guys make software. Almost no debt and consistently making money, I think there is meat on this bone at these levels. $350 per share is what I think they'll go to.

That’s a good list, blindsquirrel. I think you will do well with those picks.

[blindsquirrel]

The drop in the market in March has me looking for value buys again. Favorite is on top:

SEDG - Power, solar power! Headquartered in Isreal, these guys have almost no debt, and consistently make money. I think their stock is going above $300 at some point, so buying it now around $100 sounds good to me. This is currently the only stock I own.

OLLI - Bargains! "Ollie's Bargain Outlet", discount stores. Almost no debt, and consistently make money - notice a trend? This stock is not as discounted as SEDG, but I think it will go to $125 level.

GOOG - Not much I can say here that isn't something everyone in the world knows. Besides being Google, I think this is the best stock to own because smart people know that self-driving cars are the future of personal transportation, and this company is going to be the biggest player in that market. Again, almost no debt, and they just always make money. I think GOOG is going to be in the $1,600's.

PAYC - In Oklahoma City, these guys make software. Almost no debt and consistently making money, I think there is meat on this bone at these levels. $350 per share is what I think they'll go to.

I did sell all of my SEDG on Monday at $119 level. This is still my favorite stock and I intend to buy back in this year, but I am also expecting at least one more correction in the market. I think I'll have a chance to buy my shares back soon for a discount.

[blindsquirrel]

SEDG reacting wildly to earnings. If I still owned it, this reaction would not worry me. This drop will be erased soon enough. However, I expect it is likely this (and most every other stock) still has a correction coming in the next few months. I might even sell in May and stay away...

[riverbabe]

SEDG reacting wildly to earnings. If I still owned it, this reaction would not worry me. This drop will be erased soon enough. However, I expect it is likely this (and most every other stock) still has a correction coming in the next few months. I might even sell in May and stay away...

My gut is telling me it's gonna be a "W" not a simple "V". I am contemplating taking some green gifts this coming week. Already took more than a 100 point gain in NVDA (about 198 to 304).

[blindsquirrel]

My gut is telling me it's gonna be a "W" not a simple "V". I am contemplating taking some green gifts this coming week. Already took more than a 100 point gain in NVDA (about 198 to 304).

Congrats on NVDA, that's a good trade. My coworker also has a nice winning position in NVDA that he reminds me about daily lol. He is selling this coming week when his position reaches the 366 day age.

[blindsquirrel]

My Updated Watch List. I will run my scans again after the Summer, but I've updated what I'm watching, so I'll update this thread too:

SEDG - You are welcome. It is closing in on $180. Don't cry if you missed it, this is an election year... that means volitility is likely ahead. I would not be shocked if this one gave us an opportunity to buy again by Christmas.

GOOG - Still a buy. I don't think Google will be anything but without some kind of profound change. It is at $1,500 now.

PAYC - Trading at $290 a share now, there isn't much room between here and $350 (where I think it is going).

Overall, I don't like current market conditions. Irrational exuberance anyone? Between virus and the election, I think the marekt has some volitility coming. I plan to watch and wait. I removed OLLI simply because I don't see a company with a physical retail emphasis doing well right now, but what do I know?

[blindsquirrel]

SEDG way up today. Trading at over $200 a share. Did you know you could have bought this guy during the covid crash at $70 or $80?

[mimo_100]

I found this article on the "next generation FANG stocks" on March 13. I created a portfolio on Yahoo. Today I was wondering how they were doing. The portfolio made up of CHGG CREE ENPH NVDA ROKU SEDG and TWLO was up 71%

https://www.marketwatch.com/story/pi...ale-2020-03-06

I bought a little bit of each in March. I just added more recently. They are doing well so far

[blindsquirrel]

SEDG over $300. Yeah.

[jiesen]

gooooooooo SEDG!!!!

[blindsquirrel]

My updated watchlist to 2021, my favorites on top:

KNSL - Insurance, but not like Alstate
TPL - I don't understand this one entirely, but it showed up on my scan and the financials look sweet
GLOB - software industry and excellent financials
SEDG - still on my list even tho I've seen it tripple since I started watching it. I got a double out of it on my trade and felt like I did a bad job trading.