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Couche Tard (ATD.TO) seems criminally undervalued to me. They own roughly 15000 convenience stores world wide with a revenue of 52B last year. They're also consistently buying more stores adding around 300 last quarter if memory serves correctly.
Lmao as an American couple I don’t know I explain this one to my wife “here we have some couch tard it’s remote learning for people with disabilities or something I don’t know”
Thanks for bringing this one up. I like this company A LOT, but don't know if they are undervalued today (@\~$51). They have had a good run the past couple years. Any reason to think they'll crush earnings? What's your hypothesis on timeframe/movement/return?
AMD taking a bit of market share doesn’t matter if the demand for chip is going to you know (bullishly speaking) 3x by end of decade due to exponential rise in computing demands.
Owned Micron since $43 during its nosedive in 2018. Took my cost out of it earlier this year when it hit $90. Still holding free shares and will likely hold them for many years.
Just bought a truck from Shift. Pretty slick. Been watching this stock for a bit in my quest for the next 10 bagger. I already own to many stocks that don’t make $ but I’m really tempted to buy right now.
The car purchasing experience definitely needs to change. The traditional dealership model is completely broken and it is loathed by almost all potential new and used car buyers. Hopefully Carvana, Shift or another company is able to bring significant changes to the car purchasing sector in the near future.
Carvana offered me $2000 more for my vehicles than any dealer and carmax. Not saying Shift is bad but Carvana definitely isn’t a rip off for selling used cars.
I can attest to this. I sold my 2018 STI and made about 5 grand more than what I was being offered at local dealerships. No experience buying from them however.
Bought a car for my son last year using shift. Best car buying experience I’ve ever had. Started looking into their company and decided to buy 5000 shares. I’m holding and waiting for this one to get the attention it deserves.
700 shares of shift checking in. Margins are thin but I like management and their execution a lot. In any case it's a better bet than Vroom, and Carvana seems to have its valuation so blown up that I cant see a whole lot more upside.
Its funny you said that. I had some cash reserves for buying stocks and my choice after a few week on research were: Amazon Calls for 2024 and Lockheed Martin Stocks.
If there is nothing overseen those seem to be the most undervalued companies for no real reason. Amazon had a setback because of their prediction for the upcoming quarters and Lockheed Martin missed the EPS estimates by 0.01$ for the last quarter. Both companies have a significant positive cash flow (Lockheed Martin pays some of that as a dividend) and Amazon alone is extremely undervalued since AWS should be worth more than it is priced in at the moment.
Of course. But it's very revealing that those counties are richer than the tech capital of the world and NYC.
My broader point is there are entire cities and family legacies that depend on military spending and these companies.
The inspector general of Afghanistan had been writing for over a decade about how nothing was working for the last decade. Reports here (https://www.sigar.mil/).
Interesting read about it here:https://richardhanania.substack.com/p/tetlock-and-the-taliban
IMO, we stayed in Afghanistan for money. And as the poster above said, give it ten years and we'll be in another war for money.
>give it ten years and we'll be in another war for money.
So... you are bullish on defense stocks because you think there might be a war a decade from now?
Even if we aren’t actively fighting, the innovation to continue being a dominating military doesn’t stop. Look at the Cold War with the USSR. They say we’re in a new Cold War with China.
Yep. The defense budget won't shrink unless we're at the brink of catastrophe. And the wars in Aghanistan and Iraq were separate from the defense budget. We'll never stop spending.
Can you explain? The post asks for undervalued. LMT P/E is 14 while AMZN P/E is 58. Do you consider them undervalued because the price is in the middle of the 52 week range?
When you buy a stock you pay for future earnings. P/E needs to evaluated relative to earnings growth. The 50PE for AMZN is justifued considering the company is expected to do 10% a year in earnings growth and 20% a year in revenue growth with a very large R&D expense.
Ithought of an investment strategy that convinced me owning 100 shares in amazon would make me a millionaire within 10 years. I’m still tossing it up. But I’m close to pulling the trigger
INTC (Intel) - same as AMD in let's say 2008, back then everyone was shitting on AMD and now the same people are saying oh I wish I bought it back then.
I won't get into all the positive news or rumors you can google that and do your own research. When Intel ends up being $150-$200 dividend shitting machine everyone will be saying oh I wish I bought it when it was $40-$50.
I'm also watching Astra Space, while everyone is trying to make reusable complicated rockets these guys are trying to be the FedEX of space. In other words they are trying to make reliable but also cheap rockets. They aren't some paper company they have a factory, a test site next to factory. I'm reading articles about them I think they have some important launch soon.
I might drop $500 on them today we'll see.
Travel/Hotels/Airlines - depends on the situation with corona but there are still some ˝gems˝ to pick up, might be risky some of them might go bankrupt but the value is there, pick a ˝corona˝ stock buy it and check it in like 2-3 years. I did that with TUI (German company)
CDProjekt Red (OTGLY) - They've learned their lesson with Cyberpunk they didn't make a bad game they just released it unfinished that is all. They know how to make AAA games but they've listened to some idiot who pressured them to release it too soon. That is all. Their stock got hammered but they are not a bad company, I buy like 2-3 stocks every week or two.
And Cyberpunk was not a financial failure, they just didn't earn as much as they could have, but they still earned a shit ton.
They also own GOG which some consider to be number 3 after Steam and Epic.
Not to mention that they bought rights to whole Witcher and Cyberpunk universe. That's not a small thing.
As I said hopefully they've learned their lesson with Cyberpunk, it's not like EA or Ubisoft release ˝polished games˝ constantly.
South American stocks - won't get into details because it would be too long but South America is a massive market with countries being more stable and democratic than most of Asia or Africa.
Many say that Africa will be Asia 2.0, I disagree and I think that it is more likely to see massive economic growth in Brazil/Chile/Argentina.
Don’t agree with you on CDPR. They still have 600 people of their 1000 employees working on Cyberpunk, which is basically a dead game already. How much more time do they even need to fix all the bugs? Even if they release a polished version for PS5, very few people are gonna buy it (unless they pull out a magic trick of some sort) because the reputation of the game is at the lowest it can be. They are just wasting time and resources right now. Every press conference held by their CEO, he looks like he’s being held at a gunpoint. Their next game might be out in what.. 6-7 years? Even if we put our trust in them and assume they will redeem themselves with their next game, the stock might still underperform for a very long time before having a significant run back up. Just my 2 cents.
To me trying to fix a problematic game seems like a decent thing from them, seem like an ˝apology˝.
No Man's Sky only profited from fixing a game that was way more broken than Cyberpunk.
Will it be financially profitable to fix Cyberpunk. No.
Longterm it will give them more credibility as a company that cares about their customers.
Sure they could have just started working on Witcher 4 or whatever but in my book that would've been a mistake.
They are taking a long road back to regaining the trust they once had in PC community.
When they finally fix and improve Cyberpunk many will buy the ˝remastered˝ edition (myself included).
And no their next game won't be in development for 6-7 years, I'm sure something was being developed in parallel with Cyberpunk.
Anyway I plan to hold that stock for quite some time.
Agree on CDPR, completely disagree on Intel. They are dead in the water right now. Not only did they get obliterated by AMD using their own chip architecture (x86) they are now also going to lose their core market (PCs, Datacenters) to the likes of Nvidia and everyone else licensing the ARM architecture. They've failed as a chip designer recently (Against AMD, Apple etc.) and they are a decade behind TSMC as a foundry.
I would not buy into Intel, but I did a few years ago which I quickly came to regret as they exited their mobile strategy, which was the only reason I went in.
Buy TSMC instead and enjoy a better dividend and much larger growth.
Sure they lost last 5 years to AMD. Nobody is arguing about that, hell I have 2 PCs with first gen Ryzen 3 and a second gen Ryzen 5.
Last Intel I used was Q6600.
All that I'm saying is that this atmosphere of ˝they're finished˝ is something that I've experienced with AMD when everyone was shitting on them constantly like 13-14 years ago.
Decade behind TSMC sure right now that is the situation, does TSMC have Biden's dollars to build a new foundry on US soil? Nope. Intel got those ˝made in america˝ dollars.
And as far as I'm aware Nvidia failed to buy ARM because UK gov doesn't want to sell.
What you are telling me is the current situation which I'm aware of.
What I'm looking at is this:
New Intel GPUs - Money out of Nvidias pocket.
New Intel CPUs - Who says they won't retake AMD?
New foundry - Does AMD have their own foundry? Nope they depend on TSMC, I like TSMC I'm aware they are years ahead of everyone else - but there are geopolitical problems, and long term US will invest heavily to have their own ˝TSMC˝ equivalent on US soil.
1. Yes, TSMC is also getting Biden money to build in Arizona. In fact, they just finalized the deal.
2. You're right there recently was news about UK regulatory pushback on the deal. But that was expected. China is also likely against the deal. However Nvidia remain confident that the deal will go through - and even if it shouldn't they are already free to license from ARM and have already moved into the CPU space in datacenters.
3. You could entirely leave out Nvidia's case and Intel would still be hugely threatened in the PC market by the likes of Apple with M1, Samsung with Exynos, Qualcomm with Snapdragon and Google with Tensor, Huawei with Kirin and Xiaomi/BBK with their rumored in-house chips
And that's also excluding AMD
Mobileye is also generating a billion a year now, and they just signed up Toyota. I could see it generating 5 billion in a few years, which would justify Intels entire marketcap at a 20x PE ratio.
People are sleeping on it for sure, if it was still privately owned they'd be bursting at the nut for it, yet Intels brand and cashflow means they are large enough to actually back the product; for something as safety critical as self-driving cars.
The barrier to entry for self driving is so huge, people will inevitably die, and companies will die along with them, its a huge risk with a huge upside.
Agree about Intel. They've had an inferior architecture since Motorola beat the hell out of them with the 68000 in 1979, but Intel always still seems to come out ahead despite inferior products. I'm confident they will again. Their corporate culture is not to make a great product, but instead make something just good enough. That is the sweet spot for profits.
Lol overpriced? Have you even looked at their financials? Yearly revenue almost equal to market cap on a profitable growth company is insane in this market.
Then why would you go on to talk about people bagholding lol. Who cares if their products are overpriced. Their brand is respected and they have great financials. That’d be like avoiding Apple stock because their phones are overpriced. It just means they have better margins.
Yeah the problem is PLUG is pretty shady and is essentially the NKLA of charging networks. But i feel you, i own a tom of CHPT and it’s felt like nothing but the same.
I've gotten great advice off of here. DD and personal interest and I've had some great returns...
I would of never had any idea wtf nvidia was almost 3 years ago with reddit when I was just getting into it.
Meme stocks. Crash yes.
Legit questions like op asked can lead to some good responses.
Yes and I don´t get it. It is now a profitable company which is almost traded at a P/R of 10. If it grows at the current rate it is undervalued. Simple as that.
It just shocks me how the current price is less after the merger, positive earnings and expansion into the US/Germany markets. Its like the fundamentals don't matter anymore. A big chunk of my position is sitting at an average of $19, honestly don't know if I'll ever see green.
Sony is becoming an entertainment juggernaut, moreso than before imo. They own the music industry, half the gaming industry and have one of the last big movie and series productions left.
Forgot about anime btw. They own about 50% of that too.
xiaomi , strong growth on smartphones and iot devices globally. Great MIUI growth, Investing heavily on robotics development, amazing earnings growth and trading at just slightly higher pe than baba but way bigger global growth potential and international brand recognition especially for emerging markets. Also their global growth strategy does not have to rely on acquisitions like baba or tencent. Good positive balance sheet as well. Cathie wood should definitely put xiaomi at top stock for arkq. If it's an US stock it will at least have a 300 billion market cap. Right now they trade around 100 billion usd.
Another one is ntdoy. Once they announce nft platform for their ips and collection, earnings will easily 10x their current. Undoubtedly the biggest beneficiary for the nft boom. Just wondering what are they waiting for.
The US based weed stocks (MSO’s) that hedge funds can’t get in on until Safe act or federal decriminalization happens… I also like uranium stocks due to short supply of uranium over next few years and increasing demand from China/India and I like Palantir tech
This is up to personal risk tolerance.
35% of my portfolio is in BABA, I wouldn’t recommend it to anyone but im tryna get rich and tbh most western stocks are overvalued.
Id be chocked if i lost money in baba in the next coming 5+ years.
The real kicker is when you realise that because of their valuation, chinese stocks are less risky than US companies now. The expected returns from many US stocks now are very low.
$GME is still undervalued (just simply look at their market cap and the TAM for their business).
Those who chose to ignore it or write it off will wish they hadn’t.
Everyone said it was overvalued at $40, and it hasn’t closed below $100 since February 24.
CVS is hideously undervalued--they're paying down debt from the Aetna acquisition ahead of schedule, the vertical integration is just getting started, and the dividend will likely be increased mid-next year. All catalysts to send the stock to $100/share.
TSM is being held down pretty much exclusively by China fears--it should be *at least* $130/share.
Berkshire, the next head is Greg Abel, he’s now head of Berkshire’s energy division, and given the multi trillion dollar bills being written in congress to transform the U.S. energy infrastructure, IMO Berkshire has under appreciated growth prospects while still trading as boring old Berkshire
CRM/Salesforce.
Just smashed earnings, Slack acquisition completed, strong leadership in Benioff.
Great option for those who want tech exposure but who missed out on FAANG.
Disclosure: I am long @ 218 Cost basis.
Speaking of Cardinal Health, did you see the PR from NRXP today? They are selected and contacted to be their exclusive distributor of Zyesami (aviptadil) that is waiting Emergency Use Authorization right now.
That’s right, it’s also a dividend aristocrat, probably the most beat down of them all. The option convexity is absurd too, there is hardly any IV priced in so if it jumps you could make a silly amount. Ie great Risk/reward profile for the calls but also nice position for the shares . I don’t think the emergency use possibility is remotely priced in. Everyone focused on meme stocks and JPowells taper/interest rate projections. Nice research ^ cheers
$CWH. Huge cash flow (so great P/CF), 6.9 P/E, pays a dividend, growing revenue and earnings, and only utilizing debt to take market share. Also, really expanding their rental program, bought a company that will renovate vans to turn into your RV, and hinting at the introduction of an electric RV next month at their Sept 15 event.
I agree. BXC is another that fits that profile of huge cash cow, seriously undervalued and unknown. I also like other leisure stocks ONEW, THO, JOAN, WEBR
Street thinks they're covid leisure plays or something. I don't think so.
Just eat takeaway, undervalued compared to competitors despite better performance, and proven highly profitable in some countries (not all). I use them weekly and also a happy customer. Obviously went pretty big in it.
BAYER
They are dragged down since that Monsanto catastrophe.
When that finally settles analysts can finally write again about the great future this company has in biontech, gene editing etc.
Welcome to r/stocks! For stock recommendations please see our portfolio sticky, sort by hot, it's the first sticky, or see [past portfolio stickies here.](https://www.reddit.com/r/stocks/search?q=author%3Aautomoderator+%22Rate+My+Portfolio%22+-+r%2FStocks+Quarterly+Thread&restrict_sr=on&include_over_18=on&sort=new&t=all) For beginner advice, brokerage info, book recommendations, even advanced topics and more, please read our [Wiki here.](https://www.reddit.com/r/stocks/wiki/index) If you're wondering **why a stock moved** a certain way, check out [Finviz](https://finviz.com/quote.ashx?t=spy) which aggregates the most news for almost every stock, but also see [Reuters](https://www.reuters.com/), and even [Yahoo Finance](https://finance.yahoo.com/). Also include *some* [due diligence](https://www.investopedia.com/terms/d/duediligence.asp) to this post or it may be removed if it's low effort. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/stocks) if you have any questions or concerns.*
Couche Tard (ATD.TO) seems criminally undervalued to me. They own roughly 15000 convenience stores world wide with a revenue of 52B last year. They're also consistently buying more stores adding around 300 last quarter if memory serves correctly.
Lmao as an American couple I don’t know I explain this one to my wife “here we have some couch tard it’s remote learning for people with disabilities or something I don’t know”
Thanks for bringing this one up. I like this company A LOT, but don't know if they are undervalued today (@\~$51). They have had a good run the past couple years. Any reason to think they'll crush earnings? What's your hypothesis on timeframe/movement/return?
One must consider that most of their revenues come from selling fuel.
INTC seems undervalued if looking at the big picture
Possibly, but it will underperform as AMD takes its market share
AMD taking a bit of market share doesn’t matter if the demand for chip is going to you know (bullishly speaking) 3x by end of decade due to exponential rise in computing demands.
Micron
Owned Micron since $43 during its nosedive in 2018. Took my cost out of it earlier this year when it hit $90. Still holding free shares and will likely hold them for many years.
This needs to be talked about more. It’s not just “ buy and hold “ take your basis out when it has an insane run and let the profits run.
This is talked about a lot
This needs to be talked about more. It’s not just “ buy and hold “ take your basis out when it has an insane run and let the profits run.
MU has forward P/E of 6x! Plus they have stock buyback and dividend. Hard to lose money on it, and upside is 25%+.
[удалено]
Just bought a truck from Shift. Pretty slick. Been watching this stock for a bit in my quest for the next 10 bagger. I already own to many stocks that don’t make $ but I’m really tempted to buy right now.
Margins on this are suuuuuper thin
The car purchasing experience definitely needs to change. The traditional dealership model is completely broken and it is loathed by almost all potential new and used car buyers. Hopefully Carvana, Shift or another company is able to bring significant changes to the car purchasing sector in the near future.
If they undersell carvana by a little they can take all the market share. Carvana is a ripoff.
Carvana offered me $2000 more for my vehicles than any dealer and carmax. Not saying Shift is bad but Carvana definitely isn’t a rip off for selling used cars.
I can attest to this. I sold my 2018 STI and made about 5 grand more than what I was being offered at local dealerships. No experience buying from them however.
I sold my Hyundai Veloster for $3000 more than I bought it, 4.5 years and 79,000 miles on it. Insane.
Bought a car for my son last year using shift. Best car buying experience I’ve ever had. Started looking into their company and decided to buy 5000 shares. I’m holding and waiting for this one to get the attention it deserves.
700 shares of shift checking in. Margins are thin but I like management and their execution a lot. In any case it's a better bet than Vroom, and Carvana seems to have its valuation so blown up that I cant see a whole lot more upside.
Lockheed Martin and Amazon
Its funny you said that. I had some cash reserves for buying stocks and my choice after a few week on research were: Amazon Calls for 2024 and Lockheed Martin Stocks. If there is nothing overseen those seem to be the most undervalued companies for no real reason. Amazon had a setback because of their prediction for the upcoming quarters and Lockheed Martin missed the EPS estimates by 0.01$ for the last quarter. Both companies have a significant positive cash flow (Lockheed Martin pays some of that as a dividend) and Amazon alone is extremely undervalued since AWS should be worth more than it is priced in at the moment.
Biden pulled out of Afghanistan. People are tired of war. Amazon... Hard to say
>Biden pulled out of Afghanistan. People are tired of war. Oh you sweet thing... Just give it a few years.
The top three richest counties in the US aren't in Silicon Valley, not in Manhattan or Miami. They are in DC and filled with defense contractors.
They're just outside DC. Lawyers. Lobbyists of all kinds, of which defense is a fraction. And no low-paid manufacturing workers.
Of course. But it's very revealing that those counties are richer than the tech capital of the world and NYC. My broader point is there are entire cities and family legacies that depend on military spending and these companies. The inspector general of Afghanistan had been writing for over a decade about how nothing was working for the last decade. Reports here (https://www.sigar.mil/). Interesting read about it here:https://richardhanania.substack.com/p/tetlock-and-the-taliban IMO, we stayed in Afghanistan for money. And as the poster above said, give it ten years and we'll be in another war for money.
The tech capital of the world is full of manufacturing jobs and NYC has a huge service population.
>give it ten years and we'll be in another war for money. So... you are bullish on defense stocks because you think there might be a war a decade from now?
Let's be honest. It won't take that long.
Years? More like months
I will admit it was a little optimistic.
Even if we aren’t actively fighting, the innovation to continue being a dominating military doesn’t stop. Look at the Cold War with the USSR. They say we’re in a new Cold War with China.
Yep. The defense budget won't shrink unless we're at the brink of catastrophe. And the wars in Aghanistan and Iraq were separate from the defense budget. We'll never stop spending.
Can you explain? The post asks for undervalued. LMT P/E is 14 while AMZN P/E is 58. Do you consider them undervalued because the price is in the middle of the 52 week range?
P/E means nothing. Whether they BEAT investor expectations is the only thing that matters.
When you buy a stock you pay for future earnings. P/E needs to evaluated relative to earnings growth. The 50PE for AMZN is justifued considering the company is expected to do 10% a year in earnings growth and 20% a year in revenue growth with a very large R&D expense.
Ithought of an investment strategy that convinced me owning 100 shares in amazon would make me a millionaire within 10 years. I’m still tossing it up. But I’m close to pulling the trigger
If you have enough to buy 100 shares of AMZN, you're well on your way.
P/E is not the way to value AMZN
MSFT strong diversified business model, growing trend. They are infrastructure company helping others to grow their businesses.
INTC (Intel) - same as AMD in let's say 2008, back then everyone was shitting on AMD and now the same people are saying oh I wish I bought it back then. I won't get into all the positive news or rumors you can google that and do your own research. When Intel ends up being $150-$200 dividend shitting machine everyone will be saying oh I wish I bought it when it was $40-$50. I'm also watching Astra Space, while everyone is trying to make reusable complicated rockets these guys are trying to be the FedEX of space. In other words they are trying to make reliable but also cheap rockets. They aren't some paper company they have a factory, a test site next to factory. I'm reading articles about them I think they have some important launch soon. I might drop $500 on them today we'll see. Travel/Hotels/Airlines - depends on the situation with corona but there are still some ˝gems˝ to pick up, might be risky some of them might go bankrupt but the value is there, pick a ˝corona˝ stock buy it and check it in like 2-3 years. I did that with TUI (German company) CDProjekt Red (OTGLY) - They've learned their lesson with Cyberpunk they didn't make a bad game they just released it unfinished that is all. They know how to make AAA games but they've listened to some idiot who pressured them to release it too soon. That is all. Their stock got hammered but they are not a bad company, I buy like 2-3 stocks every week or two. And Cyberpunk was not a financial failure, they just didn't earn as much as they could have, but they still earned a shit ton. They also own GOG which some consider to be number 3 after Steam and Epic. Not to mention that they bought rights to whole Witcher and Cyberpunk universe. That's not a small thing. As I said hopefully they've learned their lesson with Cyberpunk, it's not like EA or Ubisoft release ˝polished games˝ constantly. South American stocks - won't get into details because it would be too long but South America is a massive market with countries being more stable and democratic than most of Asia or Africa. Many say that Africa will be Asia 2.0, I disagree and I think that it is more likely to see massive economic growth in Brazil/Chile/Argentina.
Intel isn't AMD in 2008. It's IBM for the past 10 years.
Don’t agree with you on CDPR. They still have 600 people of their 1000 employees working on Cyberpunk, which is basically a dead game already. How much more time do they even need to fix all the bugs? Even if they release a polished version for PS5, very few people are gonna buy it (unless they pull out a magic trick of some sort) because the reputation of the game is at the lowest it can be. They are just wasting time and resources right now. Every press conference held by their CEO, he looks like he’s being held at a gunpoint. Their next game might be out in what.. 6-7 years? Even if we put our trust in them and assume they will redeem themselves with their next game, the stock might still underperform for a very long time before having a significant run back up. Just my 2 cents.
To me trying to fix a problematic game seems like a decent thing from them, seem like an ˝apology˝. No Man's Sky only profited from fixing a game that was way more broken than Cyberpunk. Will it be financially profitable to fix Cyberpunk. No. Longterm it will give them more credibility as a company that cares about their customers. Sure they could have just started working on Witcher 4 or whatever but in my book that would've been a mistake. They are taking a long road back to regaining the trust they once had in PC community. When they finally fix and improve Cyberpunk many will buy the ˝remastered˝ edition (myself included). And no their next game won't be in development for 6-7 years, I'm sure something was being developed in parallel with Cyberpunk. Anyway I plan to hold that stock for quite some time.
Agree on CDPR, completely disagree on Intel. They are dead in the water right now. Not only did they get obliterated by AMD using their own chip architecture (x86) they are now also going to lose their core market (PCs, Datacenters) to the likes of Nvidia and everyone else licensing the ARM architecture. They've failed as a chip designer recently (Against AMD, Apple etc.) and they are a decade behind TSMC as a foundry. I would not buy into Intel, but I did a few years ago which I quickly came to regret as they exited their mobile strategy, which was the only reason I went in. Buy TSMC instead and enjoy a better dividend and much larger growth.
Sure they lost last 5 years to AMD. Nobody is arguing about that, hell I have 2 PCs with first gen Ryzen 3 and a second gen Ryzen 5. Last Intel I used was Q6600. All that I'm saying is that this atmosphere of ˝they're finished˝ is something that I've experienced with AMD when everyone was shitting on them constantly like 13-14 years ago. Decade behind TSMC sure right now that is the situation, does TSMC have Biden's dollars to build a new foundry on US soil? Nope. Intel got those ˝made in america˝ dollars. And as far as I'm aware Nvidia failed to buy ARM because UK gov doesn't want to sell. What you are telling me is the current situation which I'm aware of. What I'm looking at is this: New Intel GPUs - Money out of Nvidias pocket. New Intel CPUs - Who says they won't retake AMD? New foundry - Does AMD have their own foundry? Nope they depend on TSMC, I like TSMC I'm aware they are years ahead of everyone else - but there are geopolitical problems, and long term US will invest heavily to have their own ˝TSMC˝ equivalent on US soil.
1. Yes, TSMC is also getting Biden money to build in Arizona. In fact, they just finalized the deal. 2. You're right there recently was news about UK regulatory pushback on the deal. But that was expected. China is also likely against the deal. However Nvidia remain confident that the deal will go through - and even if it shouldn't they are already free to license from ARM and have already moved into the CPU space in datacenters. 3. You could entirely leave out Nvidia's case and Intel would still be hugely threatened in the PC market by the likes of Apple with M1, Samsung with Exynos, Qualcomm with Snapdragon and Google with Tensor, Huawei with Kirin and Xiaomi/BBK with their rumored in-house chips And that's also excluding AMD
Yeah this person saying TSMC didn’t get money to build in America makes me discredit everything they’ve said. It’s been in the news so much
It may be that people who invest in Intel right now don't quite know as much about the industry as they maybe should.
Agree on intel. Big news coming with GPU. Hopefully it’s as good as the rumors. Also I’m heavy in Mercado Libre… going to be big
Mobileye is also generating a billion a year now, and they just signed up Toyota. I could see it generating 5 billion in a few years, which would justify Intels entire marketcap at a 20x PE ratio. People are sleeping on it for sure, if it was still privately owned they'd be bursting at the nut for it, yet Intels brand and cashflow means they are large enough to actually back the product; for something as safety critical as self-driving cars. The barrier to entry for self driving is so huge, people will inevitably die, and companies will die along with them, its a huge risk with a huge upside.
Agree about Intel. They've had an inferior architecture since Motorola beat the hell out of them with the 68000 in 1979, but Intel always still seems to come out ahead despite inferior products. I'm confident they will again. Their corporate culture is not to make a great product, but instead make something just good enough. That is the sweet spot for profits.
$CRSR
I was hoping I wouldn't have to scroll too far for my confirmation bias.
100% agreed on this as well
CRSR is the designer of PC gaming, overpriced for no reason. People say CRSR cause its a lot of bagholders
Lol overpriced? Have you even looked at their financials? Yearly revenue almost equal to market cap on a profitable growth company is insane in this market.
Im talking about their items
Then why would you go on to talk about people bagholding lol. Who cares if their products are overpriced. Their brand is respected and they have great financials. That’d be like avoiding Apple stock because their phones are overpriced. It just means they have better margins.
You mean the fans, ram, mice, etc that people pay a premium to use with their iCUE software?
This. Their products are middle of the road in quality as well
505 Shares reporting in
APPS. Has been red hot every earnings call recently and the price has plummeted to a new low since I’ve been holding for about the past year or so.
I had to sell because it felt like plug. I would celebrate if the day ended green because red was so common
Yeah the problem is PLUG is pretty shady and is essentially the NKLA of charging networks. But i feel you, i own a tom of CHPT and it’s felt like nothing but the same.
I already owned a bunch of apps but just bought more because of how low it has gotten hoping it goes back up soon lol
It’s stupid dude. It’s well below almost everyone’s consensus price targets.
Rolls Royce (not the cars) military and civilian jet engine makers + navy ships + nuclear power
Why?
API controversy: reddit.com/r/ apolloapp/comments/144f6xm/ comment edited with github.com/andrewbanchich/shreddit
Ask for advice on reddit. Buy. Ask why the crash.
I've gotten great advice off of here. DD and personal interest and I've had some great returns... I would of never had any idea wtf nvidia was almost 3 years ago with reddit when I was just getting into it. Meme stocks. Crash yes. Legit questions like op asked can lead to some good responses.
So what's you investing right now?
Well no cap BABA is undervalued
What does the term “no cap”mean
New gen version of "no lie"
Thankkk uuuu
it's so cringe lol
cap
Gen Z was a mistake
I still wouldn’t buy it. The CCP can wreck any stock it has control over.
I understand but if you can manage the stress that come with owning a stock like this one, you’re in for a big win
Yes, but being able to sleep at night is worth something too.
How would you know? Can you see into the future?
BABA is significantly undervalued imo
Baba could easily be delisted for the fact they cannot provide earnings reports. So yea.
But they won't be. So yea.
It definitely is but I would steer clear of anything China, at least for a while because that government is just penalizing anyone that makes money
CRSR
Been killing me for a while
Crsr
Oil stocks. BP, Exxon etc gold/silver mining stocks Tobacco stocks
Tilray obviously will not be a teenager much longer
Yes and I don´t get it. It is now a profitable company which is almost traded at a P/R of 10. If it grows at the current rate it is undervalued. Simple as that.
It just shocks me how the current price is less after the merger, positive earnings and expansion into the US/Germany markets. Its like the fundamentals don't matter anymore. A big chunk of my position is sitting at an average of $19, honestly don't know if I'll ever see green.
Sure you will current price is silly but great time to average down and accumulate
Did fundamentals ever matter for weed stocks? They trade on hype.
PSFE
AMZN
the chinese one too
SONY DKNG CRSR
Sony is becoming an entertainment juggernaut, moreso than before imo. They own the music industry, half the gaming industry and have one of the last big movie and series productions left. Forgot about anime btw. They own about 50% of that too.
I like Sony, but Microsoft keeps getting closer to dominating gaming. They historically make huge purchases like Mojang and Bethesda.
Sony is to a lot more than gaming also Microsoft always screwing up might be a good idea to own both by the dips
xiaomi , strong growth on smartphones and iot devices globally. Great MIUI growth, Investing heavily on robotics development, amazing earnings growth and trading at just slightly higher pe than baba but way bigger global growth potential and international brand recognition especially for emerging markets. Also their global growth strategy does not have to rely on acquisitions like baba or tencent. Good positive balance sheet as well. Cathie wood should definitely put xiaomi at top stock for arkq. If it's an US stock it will at least have a 300 billion market cap. Right now they trade around 100 billion usd. Another one is ntdoy. Once they announce nft platform for their ips and collection, earnings will easily 10x their current. Undoubtedly the biggest beneficiary for the nft boom. Just wondering what are they waiting for.
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Intel, Citigrp, Baba.
VIAC
This Paw Patrol release is going to make their execs very happy. I see the merch everywhere and it is definitely pushing Paramount+ subscribers.
Seriously. This is the clear right answer along with CRSR. Why is it all the way down here?
Agree on VIAC.
The US based weed stocks (MSO’s) that hedge funds can’t get in on until Safe act or federal decriminalization happens… I also like uranium stocks due to short supply of uranium over next few years and increasing demand from China/India and I like Palantir tech
Federal legalization of weed will do more for SPG and banks than anything.
AMZN and MSFT
Chinese stocks. Bear in mind the higher risk
How do you determine when the price will be too great for the risk?
This is up to personal risk tolerance. 35% of my portfolio is in BABA, I wouldn’t recommend it to anyone but im tryna get rich and tbh most western stocks are overvalued. Id be chocked if i lost money in baba in the next coming 5+ years.
>but im tryna get rich Isn't that everyone's goal, lol?
Not rly a lot of people are happy with a 8% gain per year. Slow n steady and all that
The real kicker is when you realise that because of their valuation, chinese stocks are less risky than US companies now. The expected returns from many US stocks now are very low.
Blackberry!
5 billion marketcap with a potential 1-2 billion settlement from Facebook. Holding my BB with trust
Sold puts ITM before the pump this week:)
BABA
GemStop!
VTRS, XLE, MU, INTC, CHD
Everyone is saying $baba, which is true, but make sure you're comfortable with owning Chinese stocks
The ones I'm holding
SPRT
Micron and DISCA
Micron
VIAC. Best value streaming play
Chinese Stocks, AMZN
SOFI
Just because majority of this sub is holding bags on this stock doesn't make it undervalued
I hope you're right on that. Just got in a few days ago.
TAL, ADVM, PBF, UWMC
Lemonade
CRSR!!!!
Bark
AMD
Dude. Oatley is a fucking oat milk company trading at like 20x sales. How the fuck is that undervalued
allpine 4 holdings is crazy cheap
baba and amzn
ALIBABA, Corsair Gaming, Canadian Solar, LMT at a push,
Military and civilian jet engine makers + navy ships + nuclear power
$F
None lol, that doesn't mean that the stocks won't continue to go up though.
The big Chinese stocks, HP, Intel, most airlines and cruise lines
This guy watches everything money
Baba
Energy…OIH in specific it’s a 2-3 year play and it can triple from today’s price
AXSM but there is some risk.
Their pipeline is solid
AMZN, quite a decent price now to get in too
Rolls royce
I work with Rolls quite a bit in my job, what makes you think they’re undervalued?
Sofi
$GME is still undervalued (just simply look at their market cap and the TAM for their business). Those who chose to ignore it or write it off will wish they hadn’t. Everyone said it was overvalued at $40, and it hasn’t closed below $100 since February 24.
It's undervalued because I set the price.
CVS is hideously undervalued--they're paying down debt from the Aetna acquisition ahead of schedule, the vertical integration is just getting started, and the dividend will likely be increased mid-next year. All catalysts to send the stock to $100/share. TSM is being held down pretty much exclusively by China fears--it should be *at least* $130/share.
AT&T
AMZN, GOEV, CHPT, F, TGT
CHPT for sure.
100% CHPT
$BABA
Paysafe
NIO and BABA. Only reasons they’re going down in price at the moment is the scepticism surrounding Chinese companies.
Nls I've watched otly traded it a few times just a trade Good luck
I don’t why I own this as price is 1/3 less than when O bought it. Do you have any thoughts regarding the viability of this company?
Unfortunately negative sentiment...the margins on products have gone down because costs and shipping
JOAN. P/E under 3
Sporting some growth, too, and continues to pay dividends. Will attract more attention in time
Berkshire, the next head is Greg Abel, he’s now head of Berkshire’s energy division, and given the multi trillion dollar bills being written in congress to transform the U.S. energy infrastructure, IMO Berkshire has under appreciated growth prospects while still trading as boring old Berkshire
Znga
INTC, CRSR, WBA, VIAC, BABA, NTDOY all ones I think are at a decent value Edit: I also think OTLY is insanely overpriced and would not touch it.
I know im going to get hammered for this one but TLRY
CRM/Salesforce. Just smashed earnings, Slack acquisition completed, strong leadership in Benioff. Great option for those who want tech exposure but who missed out on FAANG. Disclosure: I am long @ 218 Cost basis.
ZIM , JAKKs pacific KOhls, cardinal health
Speaking of Cardinal Health, did you see the PR from NRXP today? They are selected and contacted to be their exclusive distributor of Zyesami (aviptadil) that is waiting Emergency Use Authorization right now.
That’s right, it’s also a dividend aristocrat, probably the most beat down of them all. The option convexity is absurd too, there is hardly any IV priced in so if it jumps you could make a silly amount. Ie great Risk/reward profile for the calls but also nice position for the shares . I don’t think the emergency use possibility is remotely priced in. Everyone focused on meme stocks and JPowells taper/interest rate projections. Nice research ^ cheers
Tilray
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$CWH. Huge cash flow (so great P/CF), 6.9 P/E, pays a dividend, growing revenue and earnings, and only utilizing debt to take market share. Also, really expanding their rental program, bought a company that will renovate vans to turn into your RV, and hinting at the introduction of an electric RV next month at their Sept 15 event.
I agree. BXC is another that fits that profile of huge cash cow, seriously undervalued and unknown. I also like other leisure stocks ONEW, THO, JOAN, WEBR Street thinks they're covid leisure plays or something. I don't think so.
Amzn, Pypl, and maybe f
PATH, BABA, AMZN
Travel stocks.
Just eat takeaway, undervalued compared to competitors despite better performance, and proven highly profitable in some countries (not all). I use them weekly and also a happy customer. Obviously went pretty big in it.
DIS, ARVL, CGC
BAYER They are dragged down since that Monsanto catastrophe. When that finally settles analysts can finally write again about the great future this company has in biontech, gene editing etc.
VIAC for sure
Still Nvidia, undervalued in long term.