Just wait if they have a negative forecast.

Opened a small position in Zoom today and intend to average down if there are further dips. Added to INTU, PYPL and PFE

An AI/machine learning cybersecurity firm had an IPO in London last week called Darktrace. They'll either get acquired by some American firm in 10 years at a hefty premium or do pretty well on their own so I'm firmly on that train

So many of us are growth-focused in this thread. SBD probably sitting like a boss with his REITs & financials.

canadian banks are quite a hit, literally you can make 20% return yoy by buying the worst performing bank of the year, holding it for the next year and repeat. ive done that with a few.

only thing is, they got hit hard with covid and took longer to recover vs us

If they continue to (fall) I plan to open new long positions in:

PLTR (<$19)
BYND (<$100)
TTCF (<$15)
NVTA (<$25)
COIN (<$200)
EXPI (<$24)
& continue to funnel money into TSLA & ENPH.

Crypto and wfc keeping my portfolio alive

Did NOT think that was gonna happen

Yeah I'm doing okay. Certainly not going backwards. Interest rates remain low so margin is cheap and I've continued to add larger amounts than my biweekly pay where it makes sense to do so. All additions being to current holdings not new holdings. Most are recovering well while the distributions significantly exceed the cost of margin on a monthly basis. Yes they are taxable but the interest is deductible so it's a wash. I'm still only using about 1/4th of available margin, more or less because I don't honestly see how the world is a better place now than pre covid nor do I see how the immediate of short term future is better so I have some risk aversion.

Cryptos see not yet deemed financial instruments but I consider them one at this point and there's a lot of new and speculative instruments and currencies and I don't fully understand them. I still have this house of cards feeling I can't rid of.

This post was edited by SBD on May 6 2021 10:50pm

Baidu about to kiss 200 DMA. I like the stock. Buying here. Also trying to buy some June calls.

TSLA & ARKK puts w/ 6+ month expiry. The ponzi sector is going to experience the meaning of price discovery.

PLTR is trading at 30x+ P/S and they have scalability concerns. I would be long sub $10.

No menthols no problem. MO continues relentless climb to $60.

WPM is well run inflation protection run as a cash positive business. Not in love with the price, but long for the intermediate term.

ENB will trade higher on higher energy prices, 7% yield with EPS growth. DCF makes it a cash printing business.

ORI has had a good run, but a few dollars higher and I will look to maximize value elsewhere. T is a recovery play I like. Debt is fine, cash flow means the dividend is relatively safe.

Hoping my ENB call prints after earnings this week.