I.Am.Ironman Posted December 8, 2020 Share Posted December 8, 2020 @Duodenum did you end up jumping into Quantumscape/KCAC? I never jumped back in after I sold following the initial pop. Link to comment Share on other sites More sharing options...
Sp3nny Posted December 8, 2020 Share Posted December 8, 2020 Took a position in BFT.WS this morning. Third largest SPAC this year I think at $9B valuation. I'll be swinging it up to it's merger which is reported to be in Q1 but not officially announced yet. Link to comment Share on other sites More sharing options...
Duodenum Posted December 8, 2020 Share Posted December 8, 2020 1 hour ago, I.Am.Ironman said: @Duodenum did you end up jumping into Quantumscape/KCAC? I never jumped back in after I sold following the initial pop. No but I wish that I had looking at the chart. Never really looked into it unfortunately. Link to comment Share on other sites More sharing options...
I.Am.Ironman Posted December 8, 2020 Share Posted December 8, 2020 2 minutes ago, Duodenum said: No but I wish that I had looking at the chart. Never really looked into it unfortunately. I sold them at 47 and never got back in. At the end of the day I like them but they aren't expecting to have any products ready for another 7 years, their management team has openly said this. Mostly R&D at this point. Link to comment Share on other sites More sharing options...
CBH1926 Posted December 8, 2020 Share Posted December 8, 2020 (edited) @Boudrias picked some T shares finally, dividend $2.08 per share is not too shabby. Edited December 8, 2020 by CBH1926 Link to comment Share on other sites More sharing options...
I.Am.Ironman Posted December 8, 2020 Share Posted December 8, 2020 16 minutes ago, CBH1926 said: @Boudrias picked some T shares finally, $2.08 per share is not too shabby. Telus or AT&T? I'm in both. Telus at 22 (CAD), AT&T at 28ish or something Link to comment Share on other sites More sharing options...
CBH1926 Posted December 8, 2020 Share Posted December 8, 2020 11 minutes ago, I.Am.Ironman said: Telus or AT&T? I'm in both. Telus at 22 (CAD), AT&T at 28ish or something AT&T Link to comment Share on other sites More sharing options...
Duodenum Posted December 8, 2020 Share Posted December 8, 2020 TTCF starting the climb up, this will be in the 20s sooner rather than later. Link to comment Share on other sites More sharing options...
NucksPatsFan Posted December 8, 2020 Share Posted December 8, 2020 54 minutes ago, Duodenum said: TTCF starting the climb up, this will be in the 20s sooner rather than later. Link to comment Share on other sites More sharing options...
Boudrias Posted December 8, 2020 Share Posted December 8, 2020 2 hours ago, CBH1926 said: @Boudrias picked some T shares finally, dividend $2.08 per share is not too shabby. Something going on with T. Been climbing steadily. They are supposed to spin off Telus International in Q1 2021. I heard valuation of $1.50 and am wondering if that is understated. I have owned T for many years and have always been happy other than the brief time that Entwistle quit as CEO. As I said before T is much more than a telcom. I don't carry telcom's in my sector allocation any more. Rolled T over into my tech. Have you ever looked at ROP-N? Link to comment Share on other sites More sharing options...
CBH1926 Posted December 8, 2020 Share Posted December 8, 2020 14 minutes ago, Boudrias said: Something going on with T. Been climbing steadily. They are supposed to spin off Telus International in Q1 2021. I heard valuation of $1.50 and am wondering if that is understated. I have owned T for many years and have always been happy other than the brief time that Entwistle quit as CEO. As I said before T is much more than a telcom. I don't carry telcom's in my sector allocation any more. Rolled T over into my tech. Have you ever looked at ROP-N? Yeah, I watched T since around 26 or so like we talked about the other day. It seems to be moving upwards so I dipped my toes in probably will add some more tomorrow. Are you in enbridge? I have not heard of rop-n before. Link to comment Share on other sites More sharing options...
CBH1926 Posted December 8, 2020 Share Posted December 8, 2020 Thank you to all those that pilled into Palantir after taking off recently and selling CRM and SPLUNK. Link to comment Share on other sites More sharing options...
NucksPatsFan Posted December 8, 2020 Share Posted December 8, 2020 PIC 1 Link to comment Share on other sites More sharing options...
Duodenum Posted December 8, 2020 Share Posted December 8, 2020 Starting to look at GHIV. Might be good for your TFSA long-term portfolios. #2 Mortgage lender in the US #1 largest Wholesale lender (by a lot) Net income of 1.45 billion this year vs 198 million last year Will pay a dividend after merger. 1 Link to comment Share on other sites More sharing options...
Boudrias Posted December 8, 2020 Share Posted December 8, 2020 2 hours ago, CBH1926 said: Yeah, I watched T since around 26 or so like we talked about the other day. It seems to be moving upwards so I dipped my toes in probably will add some more tomorrow. Are you in enbridge? I have not heard of rop-n before. Yes to ENB. Been there for many years. Was buying pretty heavy at less than $40. My Y at ACB is over 10%. Love it. Approvals all in for Line 3. ROP-N is Roper Technologies. The PE is 28.7. It just keeps climbing and the div is increased regularly 60.7% in 3 years. BV +59.7% in 3 years. SH price + 62% in 3years. I was thinking about selling some MSFT and buying ROP. It is cheaper. Another Constellation Software but appears to have a wider scope. I might just wait and watch. 1 Link to comment Share on other sites More sharing options...
sassbs Posted December 8, 2020 Share Posted December 8, 2020 Anyone looking into air bnb ipo on dec 14th or something like that. Link to comment Share on other sites More sharing options...
Duodenum Posted December 8, 2020 Share Posted December 8, 2020 Just now, sassbs said: Anyone looking into air bnb ipo on dec 14th or something like that. Was posted recently, you can go have a look at what AriGold2.0 posted about it. 1 Link to comment Share on other sites More sharing options...
CBH1926 Posted December 8, 2020 Share Posted December 8, 2020 22 minutes ago, Boudrias said: Yes to ENB. Been there for many years. Was buying pretty heavy at less than $40. My Y at ACB is over 10%. Love it. Approvals all in for Line 3. ROP-N is Roper Technologies. The PE is 28.7. It just keeps climbing and the div is increased regularly 60.7% in 3 years. BV +59.7% in 3 years. SH price + 62% in 3years. I was thinking about selling some MSFT and buying ROP. It is cheaper. Another Constellation Software but appears to have a wider scope. I might just wait and watch. EPD has been great for me, still plenty of room to run plus not as volatile as other oil stocks. I have researched Roper Technologies before, great stock the only issue is it’s price. Last couple of years has always been in 250 plus range. 1 Link to comment Share on other sites More sharing options...
CBH1926 Posted December 8, 2020 Share Posted December 8, 2020 @nuckin_futz I have been buying CRM lately and I just heard that Kathy Wood has been buying it as well for ARK. I think this is a textbook definition of an ATM. 1 Link to comment Share on other sites More sharing options...
inane Posted December 9, 2020 Share Posted December 9, 2020 CRWD, Roku, SQ, NET, TTD, SE and more all at or near all time highs 1 Link to comment Share on other sites More sharing options...
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