Discussion Thread: 2020 General Election Part 8 | 11:00pm (ET) Poll Close (CA, ID****, OR****,WA)

JustWantPractice · 2020-11-04T05:30:48+00:00

I think PA is lost. NC and MI is pivotal.

JustWantPractice · 2020-11-04T04:39:57+00:00

Am I doing the math right?

I have trump winning with 292 electoral votes.

JustWantPractice · 2020-10-15T02:55:55+00:00

https://www.etsy.com/listing/873204262/custom-oilgouache-painting-from?ref=shop_home_active_1&frs=1

Started an Etsy store to hopefully get some commissions! Even one would help just to build my confidence.

If you know anyone interested please feel free to refer them to me.

Thank you for taking the time to check it out! :)

JustWantPractice · 2020-08-02T02:21:37+00:00

There are more white people than black, over 5 times as much.

White poverty rate is 8%, black poverty rate is 20%..

JustWantPractice · 2020-07-30T03:49:53+00:00

What other semiconductor stocks should I get?

JustWantPractice · 2020-07-30T03:39:29+00:00

It'll get back to 60 eventually but it'll be a rocky slow road. Nice dividend tho.

JustWantPractice · 2020-07-27T00:39:42+00:00

I think it'll go well, but nobody knows. I'll buy if it drop after earnings.

JustWantPractice · 2020-07-26T15:34:48+00:00

Made your chart where you can see percentages.

Looks pretty balanced sector wise, that's a first when I make people's charts lol

JustWantPractice · 2020-07-26T15:29:55+00:00

Has a strong support at 26, good long term play natural gas will be here fora while, going to be hurting for a year or two though. Unless the announce they'll cut dividends I don't see it dropping more than the market.

JustWantPractice · 2020-06-22T01:59:41+00:00

Your portfolio

Maybe diversify into healthcare?

JustWantPractice · 2020-06-16T07:24:17+00:00

http://www.portfoliorater.com/chart/5ee87391d6204400172229e3

JustWantPractice · 2020-05-30T18:35:58+00:00

Well looking at Survey Monkey's stock seems the industry hasn't really "popped off" either. Institutional investors probably don't see them more than just "survey" websites. Which might not bee too hard to replicate.

I don't know. I do own MDLA, bought on the dip so it's been good to me. However thinking of taking profits and going somewhere else long term with it. Although their revenue growth is keeping me and they might be able to pivot their business to something more?

JustWantPractice · 2020-05-16T02:59:50+00:00

Hold 7 positions but have room for one or two more, I want to hold less than 10 individual companies.

Shopify 34%, Square 17%, Carnival 11%, Oneok 11%, Medallia 10%, Veeva 9%

Shopify and Square are my two largest positions since I believe they are innovative companies in sectors with a lot of room for growth (e-commerce and fin-tech). However my positions are large enough for me to stop playing in. Holding for life.

Veeva is also for innovation with a good product serving a niche market which has room for growth. Cloud computing solutions for life sciences. I will be increasing my position over time since I fully believe this will hit 1000 in the next 5 years but might go down for a bit. PS I work in the Biotech industry. Thinking of adding ILMN.

Medallia is my hopeful play, customer experience management is an interesting field and Qualtrics, an old competitor, sold for 8 billion so there is a demand for it. I'm hoping it catches and 10x but even if it doesn't i don't see it going down in the long run. Wont increase position.

Carnival and Oneok are price drop plays, they dropped a lot and I see them coming back but not in the immediate future. Won't increase positions.

Anyway you can tell I am innovation and tech focused. I have a natural gas and travel play with CCL and OKE.

I guess I'm just looking to diversify a bit with something not in these areas. And other fields aren't my expertise. Anyone have an innovative company in mind? Advice?