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Stock picks for 2019?

Stocks for 2019!!
RighteousJim
  12/31/18
Why SQ? It seems like their POS is non proprietary, and ther...
boomerboat
  12/31/18
http://xoxohth.com/thread.php?thread_id=3655741&mc=29&am...
wesley willis
  01/07/19
Why SQ?
.;:..;:;.:.;.,,,.,.:,.;;,;;;..;,
  12/31/18
sorry, but SQ was a 2017-2018 stock. tried telling you guys...
libcrusher180
  12/31/18
What'd I tell ya? Down -6% today
libcrusher180
  01/03/19
up since you made your call. it's going to at least 70...
RighteousJim
  01/08/19
$ROKU
libcrusher180
  01/08/19
is the swing up done? what's your target sell price? thoug...
RighteousJim
  01/08/19
bump
RighteousJim
  01/09/19
Brawndo.
,.,.,.,.,,,,,.,,,;.,.,..,:.,,.,.,.,.,.,.,.,.,.,.,.
  12/31/18
AMZN will not have any crazy gains, but that stock is going ...
literal Marxist calling you a literal Nazi
  12/31/18
halford industries. spritezero capital has this stock as a s...
spritezero
  12/31/18
...
RighteousJim
  12/31/18
...
literal Marxist calling you a literal Nazi
  12/31/18
ETH
libcrusher180
  12/31/18
...
Wilbur Mercer, the supreme gentleman
  12/31/18
...
Oh, you travel?
  12/31/18
...
exeunt
  12/31/18
...
intro pic dk
  01/09/19
AMZN
Grant William Robicheaux MD
  12/31/18
OZK, knee jerk reaction to the Q3 write off news.
boomerboat
  12/31/18
Dont trick us agan with this
.;:..;:;.:.;.,,,.,.:,.;;,;;;..;,
  12/31/18
...
flip flop prole in first class
  12/31/18
Prob I got tricked more than anyone on this bort I think, lo...
boomerboat
  12/31/18
...
boomerboat
  01/17/19
JNJ. As-best-as any other company.
blisss
  12/31/18
BOOOORING
.;:..;:;.:.;.,,,.,.:,.;;,;;;..;,
  12/31/18
FB BABA JD MongoDB BZUN
,.,.,.,..,.,.,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,.
  12/31/18
Interested in MONGODB. But I’m a little concerned no ...
,..,;::,,,.;,,,,;:...,,,.;;
  01/01/19
Cash.
get a grad cert
  12/31/18
LOL no
,.,.,.,..,.,.,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,.
  12/31/18
?
In re: Favor House Atlantic
  01/02/19
...
Non sequitur
  01/03/19
...
Non sequitur
  12/31/18
...
aunt jemima
  12/31/18
*loses 3% per year*
empathy incarnate
  01/01/19
do u think the market will do better than -3% this year
Non sequitur
  01/03/19
jfc
empathy incarnate
  01/06/19
what's wrong with his question maybe i'm dumb
In re: Favor House Atlantic
  01/07/19
it's more of this "timing the market" shit. you ca...
empathy incarnate
  01/08/19
i dunno - the next two years look very scary to me. i'm pl...
In re: Favor House Atlantic
  01/09/19
LMT
flip flop prole in first class
  12/31/18
Long UWT or OILU if oil futures dip below ~$35 or so
XIV
  12/31/18
I see T making a minor comeback and keeping the dividend. At...
...,...,.,..,..,.,.,..,.,.,.,.,.,.,......,,.
  12/31/18
Goddamn not a single valuation multiple itt. Lawyers are stu...
.....,,.....,,.....,,.................,,,
  12/31/18
Thoughts on ULTA or GOOS?
RighteousJim
  01/01/19
Those two names trade at laughably high multiples to ntm ebi...
.....,,.....,,.....,,.................,,,
  01/01/19
Does valuation even matter any more? Growth or bust; get ou...
RighteousJim
  01/01/19
Your take on the current environment is fair. Amazon and Net...
.....,,.....,,.....,,.................,,,
  01/01/19
“Also i support YOLOing on oil its trading below most ...
.....,,.....,,.....,,.................,,,
  01/02/19
ballin like i’m in the nba
.....,,.....,,.....,,.................,,,
  01/07/19
Gay porn
Apollo Screed
  01/01/19
Lmao @ picking stocks
empathy incarnate
  01/01/19
Thoughts on T?
RighteousJim
  01/01/19
...
...,...,.,..,..,.,.,..,.,.,.,.,.,.,......,,.
  01/02/19
Low T all over the place ITT
XO The Galleria of LGBT Fuckfests
  01/02/19
GE, reversing my position to go long now
imanxoxoposter
  01/02/19
Why?
.....,,.....,,.....,,.................,,,
  01/02/19
bunch of spins that unlock value, 2-3 bagger on the value if...
imanxoxoposter
  01/02/19
Dat leverage though Your thesis makes sense but obviousl...
.....,,.....,,.....,,.................,,,
  01/02/19
black box + mismanagement is definitely a risk, but do the m...
imanxoxoposter
  01/03/19
GE fucked my ass long and ahrd all year. fuck those guys
Non sequitur
  01/03/19
read the title. stock picks for 2019. It's up 13% YTD aft...
imanxoxoposter
  01/08/19
SJM ya donks
XO The Galleria of LGBT Fuckfests
  01/02/19
Time to short everything?
RighteousJim
  01/03/19
YANG - 3x reverse China ETF if you are bearish on Jina
Non sequitur
  01/03/19
GDX - gold miner etf
larry
  01/03/19
Is the downturn done. Up year or down year for the nasdaq, s...
RighteousJim
  01/06/19
lmao Tommy the Turdskin Taylor went BALLS DEEP into emerging...
libcrusher180
  01/06/19
http://xoxohth.com/thread.php?thread_id=3655741&mc=29&am...
wesley willis
  01/07/19
...
RighteousJim
  01/07/19
Markets can certainly be "timed" in the short to m...
RighteousJim
  01/07/19
yeah im still sitting on my stocks that are all in the red a...
TRUMP rulez
  01/07/19
Thoughts on marijuana stocks? TLRY? Have we missed the boa...
RighteousJim
  01/08/19
bump
RighteousJim
  01/08/19
T is up like 7% since I recommended it in this thread (at wh...
...,...,.,..,..,.,.,..,.,.,.,.,.,.,......,,.
  01/08/19
NVDA MU
Just your average poaster
  01/08/19
Update on GE, up 15% YTD after a week, now at $8.72. My P...
imanxoxoposter
  01/09/19
I hope you’re watching the bond market. Ge somehow sti...
.....,,.....,,.....,,.................,,,
  01/09/19
nice job looking at the rearview mirror. the jet engine biz ...
imanxoxoposter
  01/14/19
Update GE up 20% YTD, now at $9.10.
imanxoxoposter
  01/17/19
I bought PIR at 40 cents and sold $1 covered calls yesterday...
and when i started to squeeze the bar brother
  01/09/19
Is Tilray still a buy? Or have we missed the boat on the Ca...
RighteousJim
  01/11/19
NIGR
longwangpoontang
  01/14/19
PTLA
gedood persoon
  01/14/19


Poast new message in this thread



Reply Favorite

Date: December 31st, 2018 5:52 PM
Author: RighteousJim
Subject: Stocks for 2019!!

Pick 4 stocks that will kill it in 2019. Go!

SQ. What else?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504166)



Reply Favorite

Date: December 31st, 2018 6:31 PM
Author: boomerboat

Why SQ? It seems like their POS is non proprietary, and there's plenty of knockoffs.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504421)



Reply Favorite

Date: January 7th, 2019 12:06 AM
Author: wesley willis (NOT a uspo alt)

http://xoxohth.com/thread.php?thread_id=3655741&mc=29&forum_id=2

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37541605)



Reply Favorite

Date: December 31st, 2018 6:31 PM
Author: .;:..;:;.:.;.,,,.,.:,.;;,;;;..;,


Why SQ?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504425)



Reply Favorite

Date: December 31st, 2018 6:38 PM
Author: libcrusher180 (😎)

sorry, but SQ was a 2017-2018 stock. tried telling you guys to get in while you still could

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504469)



Reply Favorite

Date: January 3rd, 2019 10:35 AM
Author: libcrusher180 (😎)

What'd I tell ya? Down -6% today

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37518712)



Reply Favorite

Date: January 8th, 2019 3:35 PM
Author: RighteousJim

up since you made your call. it's going to at least 70...

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37553242)



Reply Favorite

Date: January 8th, 2019 4:03 PM
Author: libcrusher180 (😎)

$ROKU

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37553403)



Reply Favorite

Date: January 8th, 2019 5:57 PM
Author: RighteousJim

is the swing up done? what's your target sell price? thoughts on Citron's report?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37554127)



Reply Favorite

Date: January 9th, 2019 9:11 AM
Author: RighteousJim

bump

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37557881)



Reply Favorite

Date: December 31st, 2018 5:53 PM
Author: ,.,.,.,.,,,,,.,,,;.,.,..,:.,,.,.,.,.,.,.,.,.,.,.,.


Brawndo.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504173)



Reply Favorite

Date: December 31st, 2018 5:54 PM
Author: literal Marxist calling you a literal Nazi

AMZN will not have any crazy gains, but that stock is going nowhere but up (longterm) for the foreseeable future. They run this shit.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504183)



Reply Favorite

Date: December 31st, 2018 5:55 PM
Author: spritezero

halford industries. spritezero capital has this stock as a strong, bulging, girthy BUY, and recommends a 398030380840808% portfolio allocation

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504188)



Reply Favorite

Date: December 31st, 2018 6:26 PM
Author: RighteousJim



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504387)



Reply Favorite

Date: December 31st, 2018 6:29 PM
Author: literal Marxist calling you a literal Nazi



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504412)



Reply Favorite

Date: December 31st, 2018 6:27 PM
Author: libcrusher180 (😎)

ETH

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504396)



Reply Favorite

Date: December 31st, 2018 6:34 PM
Author: Wilbur Mercer, the supreme gentleman (uspo)



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504441)



Reply Favorite

Date: December 31st, 2018 7:19 PM
Author: Oh, you travel?



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504668)



Reply Favorite

Date: December 31st, 2018 8:02 PM
Author: exeunt (0x6c542c3a976e324ccb84d594cbc084bd57597849)



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504897)



Reply Favorite

Date: January 9th, 2019 12:35 PM
Author: intro pic dk



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37559247)



Reply Favorite

Date: December 31st, 2018 6:33 PM
Author: Grant William Robicheaux MD (🇲🇽 X3)

AMZN

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504438)



Reply Favorite

Date: December 31st, 2018 6:33 PM
Author: boomerboat

OZK, knee jerk reaction to the Q3 write off news.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504440)



Reply Favorite

Date: December 31st, 2018 6:35 PM
Author: .;:..;:;.:.;.,,,.,.:,.;;,;;;..;,


Dont trick us agan with this

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504449)



Reply Favorite

Date: December 31st, 2018 6:36 PM
Author: flip flop prole in first class (ggtp)



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504456)



Reply Favorite

Date: December 31st, 2018 6:38 PM
Author: boomerboat

Prob I got tricked more than anyone on this bort I think, lost close to $10k lmao.

I listened to the earnings call and got comfy, it was just freak news. I'm not worried

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504466)



Reply Favorite

Date: January 17th, 2019 5:29 PM
Author: boomerboat



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37610261)



Reply Favorite

Date: December 31st, 2018 6:40 PM
Author: blisss

JNJ. As-best-as any other company.



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504483)



Reply Favorite

Date: December 31st, 2018 7:11 PM
Author: .;:..;:;.:.;.,,,.,.:,.;;,;;;..;,


BOOOORING

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504622)



Reply Favorite

Date: December 31st, 2018 7:08 PM
Author: ,.,.,.,..,.,.,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,.


FB

BABA

JD

MongoDB

BZUN

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504610)



Reply Favorite

Date: January 1st, 2019 1:20 PM
Author: ,..,;::,,,.;,,,,;:...,,,.;;


Interested in MONGODB. But I’m a little concerned no one has bought it yet, and wonder if that means no one will. Over 3-5 years it’ll wither away competing against oracle and ms, at least in enterprise markets.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37507545)



Reply Favorite

Date: December 31st, 2018 7:12 PM
Author: get a grad cert (acp)

Cash.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504625)



Reply Favorite

Date: December 31st, 2018 7:19 PM
Author: ,.,.,.,..,.,.,:,,:,,.,:::,.,,.,:.,,.:.,:.,:.::,.


LOL no

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504667)



Reply Favorite

Date: January 2nd, 2019 12:42 PM
Author: In re: Favor House Atlantic

?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513142)



Reply Favorite

Date: January 3rd, 2019 10:11 PM
Author: Non sequitur



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37523058)



Reply Favorite

Date: December 31st, 2018 7:34 PM
Author: Non sequitur



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504744)



Reply Favorite

Date: December 31st, 2018 8:01 PM
Author: aunt jemima



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504892)



Reply Favorite

Date: January 1st, 2019 12:11 PM
Author: empathy incarnate (Pederastrian)

*loses 3% per year*

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37507290)



Reply Favorite

Date: January 3rd, 2019 10:11 PM
Author: Non sequitur

do u think the market will do better than -3% this year

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37523062)



Reply Favorite

Date: January 6th, 2019 11:57 PM
Author: empathy incarnate (Pederastrian)

jfc

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37541571)



Reply Favorite

Date: January 7th, 2019 1:18 PM
Author: In re: Favor House Atlantic

what's wrong with his question

maybe i'm dumb

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37544420)



Reply Favorite

Date: January 8th, 2019 4:21 PM
Author: empathy incarnate (Pederastrian)

it's more of this "timing the market" shit. you cant do it. and just because the market might not get 3% this year is not important. cash is guaranteed to lose 3%, and the stock market is a long term play. you will lose out on a ton of future gains by sitting it out instead of putting money in an index fund

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37553498)



Reply Favorite

Date: January 9th, 2019 2:33 PM
Author: In re: Favor House Atlantic

i dunno - the next two years look very scary to me. i'm planning to hold mostly cash through 2020, and that isn't an ordinary market timing play.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37560123)



Reply Favorite

Date: December 31st, 2018 7:17 PM
Author: flip flop prole in first class (ggtp)

LMT

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504654)



Reply Favorite

Date: December 31st, 2018 7:36 PM
Author: XIV

Long UWT or OILU if oil futures dip below ~$35 or so

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504755)



Reply Favorite

Date: December 31st, 2018 7:59 PM
Author: ...,...,.,..,..,.,.,..,.,.,.,.,.,.,......,,.


I see T making a minor comeback and keeping the dividend. At current yields it’s very attractive to me.

I buy some Y every month and trust them to weather a recession well

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504887)



Reply Favorite

Date: December 31st, 2018 8:03 PM
Author: .....,,.....,,.....,,.................,,,


Goddamn not a single valuation multiple itt. Lawyers are stupid.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37504900)



Reply Favorite

Date: January 1st, 2019 5:52 AM
Author: RighteousJim

Thoughts on ULTA or GOOS?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37506571)



Reply Favorite

Date: January 1st, 2019 10:43 AM
Author: .....,,.....,,.....,,.................,,,


Those two names trade at laughably high multiples to ntm ebitda and I’m not sure why. I also don’t know shit about (and kinda disdain) consumer retail.

I generally like industrials (*URI*, HON, Danaher, UTC, perhaps even GE if you’re a retarded lunatic prepared to gamble that the stock is below breakup value) and certain tech names that have been assfucked by short to medium term headwinds (Apple, Facebook)

Also i support YOLOing on oil its trading below most countries’ breakeven price, global demand will probably be better than implied by current prices, and the dollar will weaken (slower than expected fed rate hikes + emerging market improvement)

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37507011)



Reply Favorite

Date: January 1st, 2019 12:09 PM
Author: RighteousJim

Does valuation even matter any more? Growth or bust; get out when the market starts dipping and then rinse, repeat?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37507286)



Reply Favorite

Date: January 1st, 2019 12:35 PM
Author: .....,,.....,,.....,,.................,,,


Your take on the current environment is fair. Amazon and Netflix totally gaped Apple and Facebook in 2018 even though the latter two look 100x better on a fundamentals basis. Or cannibus stocks.

But to me valuation is like a sort of gravity that doesn’t matter until it does. At some point people are going to look at Netflix burning heroic amounts of cash for new content and wonder why they shouldn’t own Facebook instead (which has no debt, huge growth potential given Instagram/whatsApp and a $50 billion cash balance). I can see this playing out across the board.

Or you can try to time the market, but I suck at that game

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37507380)



Reply Favorite

Date: January 2nd, 2019 1:09 PM
Author: .....,,.....,,.....,,.................,,,


“Also i support YOLOing on oil its trading below most countries’ breakeven price, global demand will probably be better than implied by current prices, and the dollar will weaken (slower than expected fed rate hikes + emerging market improvement)”

I own >60 OILU call options. May buy more soon. Gonna start going by Sheik Pumo since I’ll be swimming in oil money insjallah

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513267)



Reply Favorite

Date: January 7th, 2019 5:31 AM
Author: .....,,.....,,.....,,.................,,,


ballin like i’m in the nba

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37542339)



Reply Favorite

Date: January 1st, 2019 11:05 AM
Author: Apollo Screed

Gay porn

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37507072)



Reply Favorite

Date: January 1st, 2019 12:12 PM
Author: empathy incarnate (Pederastrian)

Lmao @ picking stocks

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37507291)



Reply Favorite

Date: January 1st, 2019 9:52 PM
Author: RighteousJim

Thoughts on T?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37510230)



Reply Favorite

Date: January 2nd, 2019 12:40 PM
Author: ...,...,.,..,..,.,.,..,.,.,.,.,.,.,......,,.




(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513130)



Reply Favorite

Date: January 2nd, 2019 12:45 PM
Author: XO The Galleria of LGBT Fuckfests

Low T all over the place ITT

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513161)



Reply Favorite

Date: January 2nd, 2019 12:43 PM
Author: imanxoxoposter

GE, reversing my position to go long now

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513148)



Reply Favorite

Date: January 2nd, 2019 1:22 PM
Author: .....,,.....,,.....,,.................,,,


Why?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513307)



Reply Favorite

Date: January 2nd, 2019 1:35 PM
Author: imanxoxoposter

bunch of spins that unlock value, 2-3 bagger on the value if healthcare is similar to healthineers siemens' spin.

wab buying ge transpo is a yuge win.

GE aviation alone is worth $100B with $160B of backlog and is sole sourced on boeing and comac with 50% market share on airbus.

current stock values Power at $0 forever when really I see this as mismangement and bad cycle rather than secular. baker hughes at new lowes but capex is actually ramping even if WTI is $45 (read exxon transcripts).

ge capital is now 60% GECAS which is the world's largest and most stable aircraft lessor.

basically all their businesses are at trough and under-earning and not much is priced in for positive catalysts so any decent earnings revision or guidance at all will help the stock.

finally, they make -5% on new sales for engines and power plants while making 0% on other OEM sales, but 30% margins on service and maintenance. this makes GE a pretty defensive stock in a recession as GE capital was shrunk by $250B over the past few years. all u do is collect service revenue which is more defensible, especially with better management.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513359)



Reply Favorite

Date: January 2nd, 2019 2:20 PM
Author: .....,,.....,,.....,,.................,,,


Dat leverage though

Your thesis makes sense but obviously the pile of corpses of people that have tried to catch this falling knife is pretty high

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513599)



Reply Favorite

Date: January 3rd, 2019 10:30 AM
Author: imanxoxoposter

black box + mismanagement is definitely a risk, but do the math yourself.

$100 billion of debt is what bears say.

$100 billion is the value of Aviation alone.

"it was a bad investment the past year" is never a good thesis.

and i didn't try to catch this knife yet so don't care about any emotional arguments.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37518677)



Reply Favorite

Date: January 3rd, 2019 10:12 PM
Author: Non sequitur

GE fucked my ass long and ahrd all year. fuck those guys

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37523068)



Reply Favorite

Date: January 8th, 2019 4:10 PM
Author: imanxoxoposter

read the title. stock picks for 2019.

It's up 13% YTD after 1 week of trading. The best performing stock so far in the S&P 500 this year.

I.E. 2019!

Just so we're clear. We're talking about 2019.

2019.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37553443)



Reply Favorite

Date: January 2nd, 2019 12:46 PM
Author: XO The Galleria of LGBT Fuckfests

SJM ya donks

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37513167)



Reply Favorite

Date: January 3rd, 2019 8:09 PM
Author: RighteousJim

Time to short everything?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37522144)



Reply Favorite

Date: January 3rd, 2019 10:12 PM
Author: Non sequitur

YANG - 3x reverse China ETF if you are bearish on Jina

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37523070)



Reply Favorite

Date: January 3rd, 2019 10:27 PM
Author: larry

GDX - gold miner etf

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37523220)



Reply Favorite

Date: January 6th, 2019 11:46 PM
Author: RighteousJim

Is the downturn done. Up year or down year for the nasdaq, spy?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37541533)



Reply Favorite

Date: January 6th, 2019 11:58 PM
Author: libcrusher180 (😎)

lmao Tommy the Turdskin Taylor went BALLS DEEP into emerging market and vangaurd ETFs in January 2018. whooops!

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37541576)



Reply Favorite

Date: January 7th, 2019 12:06 AM
Author: wesley willis (NOT a uspo alt)

http://xoxohth.com/thread.php?thread_id=3655741&mc=29&forum_id=2

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37541603)



Reply Favorite

Date: January 7th, 2019 12:15 AM
Author: RighteousJim



(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37541650)



Reply Favorite

Date: January 7th, 2019 1:33 PM
Author: RighteousJim

Markets can certainly be "timed" in the short to medium term to outperform the S&P.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37544548)



Reply Favorite

Date: January 7th, 2019 1:34 PM
Author: TRUMP rulez

yeah im still sitting on my stocks that are all in the red and putting my cash in CDs and tbills anyway

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37544566)



Reply Favorite

Date: January 8th, 2019 3:18 PM
Author: RighteousJim

Thoughts on marijuana stocks? TLRY? Have we missed the boat?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37553094)



Reply Favorite

Date: January 8th, 2019 3:32 PM
Author: RighteousJim

bump

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37553217)



Reply Favorite

Date: January 8th, 2019 4:10 PM
Author: ...,...,.,..,..,.,.,..,.,.,.,.,.,.,......,,.


T is up like 7% since I recommended it in this thread (at which time the div yield rate was like 7%)

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37553446)



Reply Favorite

Date: January 8th, 2019 4:23 PM
Author: Just your average poaster

NVDA

MU

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37553519)



Reply Favorite

Date: January 9th, 2019 12:10 PM
Author: imanxoxoposter

Update on GE, up 15% YTD after a week, now at $8.72.

My PT is $15 post spins of healthcare, GET to wabtec, and possible sale of gecas, the lessor business.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37559060)



Reply Favorite

Date: January 9th, 2019 12:33 PM
Author: .....,,.....,,.....,,.................,,,


I hope you’re watching the bond market. Ge somehow still has an investment grade rating. If this changes your asshole is going to look like a hula hoop

Ge is a broken business

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37559242)



Reply Favorite

Date: January 14th, 2019 7:36 PM
Author: imanxoxoposter

nice job looking at the rearview mirror. the jet engine biz is worth $100B alone, with $7B EBIT and $8.5B EBITDA in trough 2018 numbers. That's the crown jewel and commercial aerospace is a 10 year secular trend w/ GE having 2/3 market share on narrowbodies which is replacing even wide bodies as range increases. That biz can easily be doing $10B EBITDA in a few years, 12x multiple is average for high margin suppliers.

Liabilities are a risk but the risk/reward here is compelling.

why do u think u have a magic 8 ball into HY status? What assumptions do you think get you to either higher debt or lower/negative FCF? The engine biz alone was doing $6B of FCF, GECAS is $1B, Power $0 atm, Baker Hughes $1B+ which is a 65% share, bunch of cash incoming from spin of Healthcare+ sale of Transportation. If you don't assume the spin can happen then Healthcare was $4B of FCF. I assume renewables and other businesses are $0 to be conservative.

If capex is cut to near zero because of elevated inventories and not selling any Power units (latest McCoy data shows this) then what is ur FCF assumption?

Or just give me your bear case FCF and tell me how u get there cause if this thing can do $7B of FCF the stock will rip back up to $100B overnight which is $11.70 or another 30%. Guidance was for $7B FCF in 3Q17 back when stock was $13.50 so I'm being pretty conservative here.

I'm happy to entertain lower numbers but need to know how you get there.

Stock up 18% YTD as of end of close January 14, 2019.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37591815)



Reply Favorite

Date: January 17th, 2019 2:18 PM
Author: imanxoxoposter

Update GE up 20% YTD, now at $9.10.

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37609009)



Reply Favorite

Date: January 9th, 2019 2:34 PM
Author: and when i started to squeeze the bar brother (http://youtu.be/sqLsqHctThU)

I bought PIR at 40 cents and sold $1 covered calls yesterday for 15 cents how did I do bros?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37560133)



Reply Favorite

Date: January 11th, 2019 10:01 AM
Author: RighteousJim

Is Tilray still a buy? Or have we missed the boat on the Cannabis trade?

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37572283)



Reply Favorite

Date: January 14th, 2019 7:37 PM
Author: longwangpoontang

NIGR

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37591822)



Reply Favorite

Date: January 14th, 2019 7:47 PM
Author: gedood persoon (£J£)

PTLA

(http://www.autoadmit.com/thread.php?thread_id=4167617&forum_id=2#37591867)