ZIM has been amazing for me. Bought more last week when it dipped below 40 and it was right back up.
Also AGEN
ZIM has been amazing for me. Bought more last week when it dipped below 40 and it was right back up.
Also AGEN
Quoted from iceman44:BDCs have done great this year and are at the top of the yield income food chain.
Gotta be careful. ARCC one of the bigger ones
Brad Thomas on Seeking Alpha is my go to guy for REITS and BDCs. The research he does is incredible
REITS Ice? Did Tom Lee finally get the memo?
Newb question: I was notified of a tender offer on CCIV due to the upcoming merger. The offer is for $10/share when the share price is over $26 currently. That clearly seems like a bad deal that I should not take. What can I expect as this unfolds? Is there any reason that I should consider an offer that seems so bad at face value? Is there something I'm missing?
Quoted from TRAMD:Newb question: I was notified of a tender offer on CCIV due to the upcoming merger. The offer is for $10/share when the share price is over $26 currently. That clearly seems like a bad deal that I should not take. What can I expect as this unfolds? Is there any reason that I should consider an offer that seems so bad at face value? Is there something I'm missing?
Basically, if you don’t like the deal, the spac will buy back your shares (tender offer) at NAV.
CCIV is so far above nav it makes little sense but if you want out, there’s your out.
Take something like psth, ftoc, etc that are/were close to nav and it can make a bit more sense
Quoted from Oaken:Basically, if you don’t like the deal, the spac will buy back your shares (tender offer) at NAV.
CCIV is so far above nav it makes little sense but if you want out, there’s your out.
Take something like psth, ftoc, etc that are/were close to nav and it can make a bit more sense
If I don't take the offer, is the value likely to tank down to about that $10 mark? If I just "want out", why not just sell right now at market value?
Quoted from TRAMD:If I don't take the offer, is the value likely to tank down to about that $10 mark? If I just "want out", why not just sell right now at market value?
Selling now is selling to other investors. Tender offer is selling back to spac.
For cciv as of today, I have no idea why anyone would take the tender.
It’s kinda like me having a standing offer of $1000 for your mmr royale. Sure you could take the offer, but…
Quoted from TRAMD:Newb question: I was notified of a tender offer on CCIV due to the upcoming merger. The offer is for $10/share when the share price is over $26 currently. That clearly seems like a bad deal that I should not take. What can I expect as this unfolds? Is there any reason that I should consider an offer that seems so bad at face value? Is there something I'm missing?
Hope SantaEatsCheese doesn’t find out about this
Quoted from KornFreak28:Hope sataneatscheese doesn’t find out about this
I aint taking no tender offer!
In all seriousness though, $10 was the par value on the SPAC correct? I think this is fairly common in SPACS.
2 big catalysts for CCIV in the next weeks. Investor call tomorrow at 1630 EST and merger vote the 22nd / ticker change the 23rd. I expect a buildup to $32-$35 going up to the merger and then a crash down to about $25 and another slow crawl up.
Still divesting CCIV a little every week. Looking hard at DIDI. I'll dip my toe if it hits $11 and my foot if it hits $10.
Quoted from pinnyheadhead:Folks hate energy but it’s likely the best value out there for the second half of 2021 and going into 2022.
With valuations getting higher and higher after yesterday folks may want to look at reit STAR. They own a huge amount of another Reit SAFE which Wall Street had been ignoring but starting to wake up on. STAR may liquidate SAFE by the end of 2022. Value implies 40% upside even after yesterday’s bump which caught me by surprise. Make 2.4% yield while you wait and the book value is there already either way which would limit downside. Just an idea to diversify to go along with folks heavy Tech portfolios. I have thousands of shares and it’s a solid hold for me. But it’s “boring” though. Lol Have a good weekend.
https://seekingalpha.com/article/4438386-istar-the-time-to-invest-is-now
STAR up another 4% as we go into close. High Yield Landlord on Seeking Alpha just raised by under price from $24 to $30 after interviewing the CEO last week. The ceo owns $60M in STAR shares and stands to personally benefit if SAFE Assets get sold off. I bought more 1700 more shares today. The book value and yield create a nice floor also for a hold. All FYI do your own research because getting stock tips from a pinball site would be foolish. Right?
Quoted from Oaken:Selling now is selling to other investors. Tender offer is selling back to spac.
I understand that. I was just wondering if any of you have information about what usually happens to a stock's price after something like this.
For cciv as of today, I have no idea why anyone would take the tender.
That's what I was thinking and wanted to know if there was something I was missing.
It’s kinda like me having a standing offer of $1000 for your mmr royale. Sure you could take the offer, but…
Tempting...
Thank you to everybody who commented and offered advice, options, and opinions on how to go about investing in my children’s futures. I definitely have some decisions to make and learned about options I didn’t know existed!!!
QYLD...anybody still in this fund? How has it been treating you? Seriously thinking about parking a chunk of money in it for monthly income.
Quoted from DadofTwins:QYLD...anybody still in this fund? How has it been treating you? Seriously thinking about parking a chunk of money in it for monthly income.
interesting
Bought Amazon (1) at the all time high! I think it is going to split in the next few months and that will be a huge catalyst.
Quoted from DadofTwins:QYLD...anybody still in this fund? How has it been treating you? Seriously thinking about parking a chunk of money in it for monthly income.
I parked 100k in it in January and have no complaints nor plans to move it out.
Quoted from DadofTwins:QYLD...anybody still in this fund? How has it been treating you? Seriously thinking about parking a chunk of money in it for monthly income.
I've owned QYLD for a long time and the dividends are great. I bought more today.
Quoted from DadofTwins:QYLD...anybody still in this fund? How has it been treating you? Seriously thinking about parking a chunk of money in it for monthly income.
I had not heard of QYLD before, so had to check it out. This article seemed pretty well written, https://seekingalpha.com/article/4435641-nusi-vs-qyld-retiree-conundrum
Bought Amazon (1) at the all time high! I think it is going to split in the next few months and that will be a huge catalyst.
Quoted from thechakapakuni:DIDI would have been a good buy yesterday. All my stuff is green today for some odd reason. Woohoo
I had a buy order in at $11 a share on Monday but it didn't execute...
Quoted from thechakapakuni:DIDI would have been a good buy yesterday. All my stuff is green today for some odd reason. Woohoo
Care to share some of what you have that was green? A lot of red for me today...oil and tech.
Anyone still holding GNOG?
Quoted from Kkuoppamaki:I had not heard of QYLD before, so had to check it out. This article seemed pretty well written, https://seekingalpha.com/article/4435641-nusi-vs-qyld-retiree-conundrum
Thank you. Informative article.
Quoted from pinnyheadhead:All FYI do your own research because getting stock tips from a pinball site would be foolish. Right?
This isnt a stock market website. I might have been doing this wrong the whole time....
Quoted from ReplayRyan:Care to share some of what you have that was green? A lot of red for me today...oil and tech.
Anyone still holding GNOG?
ABBV and MSFT in the green for me today
Quoted from kvan99:REITS Ice? Did Tom Lee finally get the memo?
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My man Tommy Lee has a few REITS in his epicenter model.
My stocks in the green today were AAPL, CRON (my pot stock), and one of my tech index funds. Mostly red too. Apple is almost up 10% from what I bought it at 3 weeks ago!
Quoted from ReplayRyan:Care to share some of what you have that was green? A lot of red for me today...oil and tech.
Anyone still holding GNOG?
MicroSoft, Walmart, TWCUX. Not sure why considering the market was red. DIDI would have been a snag yesterday
TME might be worth a quick look for you guys. Not recommending it, as I haven't dived into it, but saw a headline today about a possible 30% upside.
EPD again.
Give me the 7.3% current yield along with excellent upside potential being significantly undervalued in an overvalued market.
Much bigger total return potential
Quoted from ReplayRyan:Care to share some of what you have that was green? A lot of red for me today...oil and tech.
Anyone still holding GNOG?
Yep GNOG is in the file cabinet locked away.
Quoted from iceman44:EPD again.
Give me the 7.3% current yield along with excellent upside potential being significantly undervalued in an overvalued market.
Much bigger total return potential
I'm long EPD. Lots of upside
Quoted from edward472:I backes up the truck on APPL March last year. I'm up 108%
Well played Thing!
Most of all the ETFs and Funds will experience a pullback before Nov, just play the long game. Inflation is not transitory, it's real so get ahead of the curve and play the areas where money will be flowing to....as far as tech, I would only stay in FAAMG. I still own some energy stocks but oil should've rallied now, it's summer already so unless I'm missing something...it's all priced in at this point. If you have cash wait for the pull back and then buy your favorite S&P 500 ETFs or fund.
Quoted from kvan99:Most of all the ETFs and Funds will experience a pullback before Nov, just play the long game. Inflation is not transitory, it's real so get ahead of the curve and play the areas where money will be flowing to....as far as tech, I would only stay in FAAMG. I still own some energy stocks but oil should've rallied now, it's summer already so unless I'm missing something...it's all priced in at this point. If you have cash wait for the pull back and then buy your favorite S&P 500 ETFs or fund.
Give this a read if you have some time.
https://www.lynalden.com/oil-and-gas/
Quoted from athenspin:Yep GNOG is in the file cabinet locked away.
I have about 4000 GNOG and looking to buy more. New recent price target of 27 (seems a little suspicious, but who knows).
For those playing along at home, I took an L on FSLY and exited PATH and BAC here today to upgrade. Bought JP Morgan, Crowdstrike, and the CYBR ETF. These last two are big based upon all of the hacking going on and the increased spend. I took a little off the top off PayPal (has been a helluva a quick run). Keeping LULU for now (Goldman just raised the price target to 477, which sounds aggressive, but lets see where momo takes us). Good luck to all.
Quoted from BMore-Pinball:DBLM still holding UWMC?
I cashed out at a small profit last month
Still am. Missed the window to sell at that time so just waiting for the cycle to turn back up. Earnings appear to be through the roof so I will wait for it it rise again and then sell.
Quoted from DBLM:Still am. Missed the window to sell at that time so just waiting for the cycle to turn back up. Earnings appear to be through the roof so I will wait for it it rise again and then sell.
Same here. Missed the opportunity, but that wont happen again.
QYLD - think the one down side is taxes, so it's best in a tax advantaged account or if you never ever sell it. Some of your dividends are "return of capital" so you cost basis shrinks.. over long enough time horizon to zero. So, if you then sell it you're taxed on the full amount. Knowing all this, i have about 25k in a non tax advantaged account (dumb) that I'm debating about right now.. it is nice though to watch that ~$250/month roll in.
Quoted from sd_tom:QYLD - think the one down side is taxes, so it's best in a tax advantaged account or if you never ever sell it. Some of your dividends are "return of capital" so you cost basis shrinks.. over long enough time horizon to zero. So, if you then sell it you're taxed on the full amount. Knowing all this, i have about 25k in a non tax advantaged account (dumb) that I'm debating about right now.. it is nice though to watch that ~$250/month roll in.
Great article on Seeking Alpha that explains it. Better read before buying.
APPLE? JPM goes to $175. Lol
Ahhh the old dumbass analysts that were writing it off at $118. What's wrong with Apple the first six months? patience!
Quoted from iceman44:Great article on Seeking Alpha that explains it. Better read before buying.
APPLE? JPM goes to $175. Lol
Ahhh the old dumbass analysts that were writing it off at $118. What's wrong with Apple the first six months? patience!
Still holding those Oct calls?
Quoted from DBLM:I have about 4000 GNOG and looking to buy more. New recent price target of 27 (seems a little suspicious, but who knows).
I'm hoping. Still holding my position of 1000. It's taken me for a bath, but I knew it would be a long term play.
UWMC, I sold 80% at the peak. Still holding a measly 50 shares at about a break even point. I'm mostly holding tight on small positions on all my speculative long term plays....BB, HEXO, HITI, HCMC, ARTL, CNSP. None are doing much to write home about. HEXO and HITI have the occasional spike. BB had a short run but I'm in covered calls and the option dump point never made sense so I just held. Nothing out there really excites me right now, so just holding mostly cash.
Quoted from robertmee:I'm hoping. Still holding my position of 1000. It's taken me for a bath, but I knew it would be a long term play.
UWMC, I sold 80% at the peak. Still holding a measly 50 shares at about a break even point. I'm mostly holding tight on small positions on all my speculative long term plays....BB, HEXO, HITI, HCMC, ARTL, CNSP. None are doing much to write home about. HEXO and HITI have the occasional spike. BB had a short run but I'm in covered calls and the option dump point never made sense so I just held. Nothing out there really excites me right now, so just holding mostly cash.
I’m also in HITI and HCMC, knew it would be a LONG term thing as well
Quoted from KornFreak28:Still holding those Oct calls?
I am still holding. Debating on whether to sell before or after earnings.
Up 176% or $575k since June 21st. Lucky. Think it might be a buy on the rumor sell on news event again BUT because it consolidated for 6 months who knows
Helps to offset downturn in PINS and energy for the moment
Quoted from iceman44:I am still holding. Debating on whether to sell before or after earnings.
Congrats! Let us know! I’m following you on this one
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