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LMCane
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3:35p, 2/17/22
really need NVIDIA to pull out of the dive over the next few years

if it can just hit it's ATH

that is a big gain for me after buying at these lows
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Ragoo
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In reply to Engine10 • 3:41p, 2/17/22
AG
Engine10 said:
Our 12% 401k match kicks in EOM, doing me a favor!
here is an interesting question:
I have mine set up to even contribute through the year. Usually hitting the cap in November. Should I front load this year?
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ProgN
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In reply to LMCane • 3:41p, 2/17/22
LMCane said:
really need NVIDIA to pull out of the dive over the next few years

if it can just hit it's ATH

that is a big gain for me after buying at these lows
NVDA is going to be fine and you'll be happy by the end of the year.
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Ccutamu
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In reply to Brewmaster • 3:43p, 2/17/22
BREwmaster said:
Heres some good news, TTD 150k share buy into the close
Brew... is this a humble brag?
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RigsTx
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In reply to Ragoo • 3:47p, 2/17/22
AG
Ragoo said:
Engine10 said:
Our 12% 401k match kicks in EOM, doing me a favor!
here is an interesting question:
I have mine set up to even contribute through the year. Usually hitting the cap in November. Should I front load this year?
I think it would all depend on if your company does catch up contributions.

Mine does not. So if I max out my 401k contributions in September, I miss out on the company match for the rest of the year.
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Charismatic Megafauna
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In reply to RigsTx • 3:56p, 2/17/22
AG
This is super uncommon, and ragoo's employer doesn't do it. Unless things have changed in the last 8 years they will true up employer match after the first of the year if there were paychecks with less than the match percentage (6%?)
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Engine10
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3:58p, 2/17/22
AG
Yeah I'm not gonna mess with trying to front load, just take the match to the max out 401k for this year and have some left over to hit IRA a bit more too
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Charismatic Megafauna
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4:00p, 2/17/22
AG
I front loaded my 401k in 2016, and looking at the weekly chart this sure looks like a great year to do it again...
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RigsTx
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In reply to Charismatic Megafauna • 4:01p, 2/17/22
AG
Charismatic Megafauna said:
This is super uncommon, and ragoo's employer doesn't do it. Unless things have changed in the last 8 years they will true up employer match after the first of the year if there were paychecks with less than the match percentage (6%?)
That's great.

My company does not do the catch-up. So I have to be careful not to meet the $20,500 contribution limit before the end of the year or I'm missing out on that match.
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Charismatic Megafauna
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In reply to austinAG90 • 4:02p, 2/17/22
AG
"Name of the game: move the money from the clients pockets...into your pockets..."
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Bob Knights Paper Hands
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4:03p, 2/17/22
My bs speculative Friday OPEX call: we gap up overnight and keep running green for the opening hour or so and then trade sideways until the afternoon. If that happens and then we drop, I think we'll get started on a big red candle next week. My thought process is there was massive put buying that expires tomorrow and we're well below max pain. If we had a red day during the cash session and then run up during lower vol AH, it feels like that would be big money trying to lighten positions but still trying to prop up prices to eat out premiums for OPEX. Just me thinking out loud but that seems reasonable given what we've seen so far this week (QQQ and SPY both pegged max pain yesterday).

I'll look to sell me VIX puts for next week and for 3/2 if I have an opportunity early tomorrow. I'll also look at selling all of my call flies early if I get an opportunity instead of holding for any big return. Bunt singles for me tomorrow.
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Charismatic Megafauna
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In reply to RigsTx • 4:04p, 2/17/22
AG
Every company I've worked at does the end of year true up, but even when i front loaded i still tried to leave out enough so i can slow roll the rest of the year with 6% contributions and not have to wait for my employer match, in case i quit or get fired!
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Brewmaster
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In reply to Ccutamu • 5:02p, 2/17/22
AG
Ccutamu said:
BREwmaster said:
Heres some good news, TTD 150k share buy into the close
Brew... is this a humble brag?
LOL, I wish!
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Dan Scott
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In reply to Dan Scott • 5:06p, 2/17/22
AG
Dan Scott said:
NVDA 63PE beats and provides good guidance and has monster demand. Stock trades down post earnings

ROKU 71PE. Growth slowing and they likely not going to up guidance.

How does ROKU not tank in this market


Burned on 3 earnings plays so didn't play this one. F me
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ProgN
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In reply to Dan Scott • 5:13p, 2/17/22
I never thought I'd be able to rebuy ROKU at $100 ever again, but it looks like I will.
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$30,000 Millionaire
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5:13p, 2/17/22
AG
ROKU has been savagely savaged.

We may be able to sell 80P for good premium.
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gougler08
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5:19p, 2/17/22
AG
I don't really want to cost down on ROKU but **** I may have to at this point
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BrokeAssAggie
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5:21p, 2/17/22
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ProgN
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In reply to $30,000 Millionaire • 5:22p, 2/17/22
I bought a 100 shares @ $31 for my son's custodial account the day after Christmas in 2018 (I posted that trade in this thread in case someone doesn't believe me). I was happy when I sold it for $270/shr, but then felt regret when it went to almost $500. I rolled him into TTD last May but I'm tempted to buy ROKU if it hits $100.
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Chef Elko
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5:23p, 2/17/22
AG
Every day I'm more and more convinced the corona tech boom was the dot com boom of my generation.
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ProgN
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In reply to Chef Elko • 5:38p, 2/17/22
Danwell Home said:
Every day I'm more and more convinced the corona tech boom was the dot com boom of my generation.
For some stocks, yes, it's similar but the .com bubble was ridiculous. You could go public as "I'm a broke dick fraud" but if you added .com to your name then your IPO would explode. Throw on top of that stupid ****, any company that would prevent planes from dropping out of the sky because of Y2K, it was just stupid.

A lot of small stocks benefited from massive liquidity due to covid stimulus and those will probably have the same fate as the .coms. However, if you take advantage of this correction to layer into leaders then you'll be very happy.
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BrokeAssAggie
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5:57p, 2/17/22
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Triple_Bagger
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In reply to Engine10 • 5:59p, 2/17/22
Engine10 said:
Yeah I'm not gonna mess with trying to front load, just take the match to the max out 401k for this year and have some left over to hit IRA a bit more too
Good call. You would likely miss out on some employer matching contributions if you front loaded your deferrals (unless your company does a true-up or matches on an annual basis).

@RigsTx - I think you meant true-up, not catch-up. Catch-up contributions are for employees over age 50 and allows them to defer more than the 402(g) limit (an additional $6,500 this year). Catch-up contributions aren't always eligible for the employer match, depends on the 401k plan.
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M4 Benelli
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In reply to Irish 2.0 • 6:04p, 2/17/22
Im about to sell the farm so I can move from the outhouse to the penthouse on the back of this beautiful footwear. This is beaten down value + growth that is hovering at a P/E of 7. Beginning of the tide occurred with the Hey Dude acquisition which investors found to be unsavory in terms of valuation. Yea Hey Dude isnt too well known to the Walter Crocites of the world, but they are a name to every outdoor enthusiast who ventures Into a Bass Pro. What do Hey Dude & Crocs have in common? Theyre both comfy af. CROX is trying to monopolize the comfy anti-bunion market.


CROX is guiding $6B revenue in 2026. That is a 20% Compound Annual Growth Rate, which is a ton. The FCF yield is double digit, BIGLY. The right hook to the these two Dustin Poirier jabs is that its trading at 9x forward earnings. This is some balls out financials if one were to remove the image of their shoes, while scoffing at them for being anomalously en vogue. Just look at the financials. 20% CAGR and market is paying 9x earnings? Market easily pays 30x for that kind of CAGR on different tickers.

Now if one were to bearishly assume forthcoming snailed growth, no margin improvements at all, nill share buybacks, the stock is worth atleast double than current price.

If Putin, The MSMorons, and OPex monthly shenanigans want to pass this gift down like MANA from heaven, so it shall be. I'll be rocking some Salehe Bembury Crocs with all the tendies that are about to hit my port, with fingers towards the sky.


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Irish 2.0
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In reply to BrokeAssAggie • 6:07p, 2/17/22
If that were true we'd be limit down in futures. Putin does not want a land war in Europe
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Irish 2.0
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In reply to M4 Benelli • 6:13p, 2/17/22
Talmbout!!
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RigsTx
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In reply to Triple_Bagger • 6:14p, 2/17/22
AG
Triple_Bagger said:
Engine10 said:
Yeah I'm not gonna mess with trying to front load, just take the match to the max out 401k for this year and have some left over to hit IRA a bit more too
Good call. You would likely miss out on some employer matching contributions if you front loaded your deferrals (unless your company does a true-up or matches on an annual basis).

@RigsTx - I think you meant true-up, not catch-up. Catch-up contributions are for employees over age 50 and allows them to defer more than the 402(g) limit (an additional $6,500 this year). Catch-up contributions aren't always eligible for the employer match, depends on the 401k plan.


You're right Triple. I meant true up.
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Diggity
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In reply to M4 Benelli • 6:16p, 2/17/22
AG
To play devil's advocate, Crocs was trading at 20 prior to covid and the WFH comfort craze.

I think a lot of folks are worried that as we get "back to normal" the trend will fade. See Peloton.
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Irish 2.0
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In reply to Diggity • 6:18p, 2/17/22
Except that CROX beat and raised. CROX have also been turned into an "it" product for kids now. Think Justin Bieber or someone like that is their spokesman now
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agdaddy04
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In reply to Diggity • 6:18p, 2/17/22
AG
Heck I wear Hey Dudes every day to the office now unless I need to put on Steel Toes.
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Diggity
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In reply to Irish 2.0 • 6:26p, 2/17/22
AG
Right, but kids are fickle.
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Irish 2.0
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In reply to Diggity • 6:27p, 2/17/22
I'm happy to take my chances on the stock trading 6x EBIDTA vs. the other options in this market right now
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Diggity
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In reply to Irish 2.0 • 6:33p, 2/17/22
AG
The numbers look great.

Challenge will be maintaining their newfound market share. The market appears to be skeptical.
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Irish 2.0
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In reply to Diggity • 6:36p, 2/17/22
Market has been skeptical about all of earnings season so far. I think after OPEX we could see the moving back up since their ER fell on OPEX week. There was a lot of OI on this ER
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Diggity
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In reply to Irish 2.0 • 6:40p, 2/17/22
AG
you're right about stocks getting punished for earnings.

My bigger point to the poster I replied to originally is that the "worst case" scenario for CROX isn't anemic growth, it's the (very real) possibility that the trend reverses and they go back to similar sales levels as pre-covid.
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