What's the story on TTD? I own 80 shares right now. What's the news?
Stock Markets
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Last: 6 hrs ago by harge57
AMZN and AAPL (EPS) beat.
Let's see if we can turn this thing around.
Let's see if we can turn this thing around.
Stocks normally tank after they beat right?
looking at you APPL....
looking at you APPL....
With AAPL ****ting the bed on sales, maybe we finally get some continuation to the downside and touch the 50 in the coming days.
Nothing special that I know of on TTD. I was just commenting that Prog brought it to this board many months ago with some conviction. I then researched it myself, bought some as a long term hold and am very glad I did.
If we have a good correction this qtr, buy SMCI and I'll post 2 more later tonight.frankm01 said:
Nothing special that I know of on TTD. I was just commenting that Prog brought it to this board many months ago with some conviction. I then researched it myself, bought some as a long term hold and am very glad I did.
I've been holding TTD now for the last three years, but I was pretty far down on the shares I added subsequent to my original position. I'm within striking distance of breaking even. Need about 5 more points.
Look at the candles AH right now on PLTR.
I've got a lot of shares at $50/share. I was thinking about trimming at $91, but decided not to.
I missed W. womp womp
You don’t trade for money, you trade for freedom.
maybe even as soon as tomorrow.GreasenUSA said:
With AAPL ****ting the bed on sales, maybe we finally get some continuation to the downside and touch the 50 in the coming days.
You don’t trade for money, you trade for freedom.
I was not impressed.AgPT06 said:
Yuck on CWH this morning. My cost average is <$10 from selling covered calls repeatedly but was wondering when they would finally have a earnings day. Cut dividend from .625 to .125
You don’t trade for money, you trade for freedom.
$100/bbl around the corner?Ccutamu said:
Wow!$XOM director insider buying big.
— Emini Tic (@TicTocTick) August 3, 2023
Bought almost $50 million dollar of stock around $105. $VDE $OXY
Good evening family,cptthunder said:ProgN said:
I will. I'm pissed I didn't think of this sooner because I was well aware of shortages industry wide.
That said,
Who all in here are in the petroleum industry or electrical industry because I want to pick your brains?
What part of the petroleum industry you talking?
Many of you know that my former boss asked me to comeback to be his project manager for phase 2 of same complex that I was the project manager for 7 years ago. Anyone in construction can attest to the fact that it's about a 2 year delay for meter packs and large disconnects for apartments, hotels, etc. This is happening nationwide, not just in Texas. The owner of the electrical company doing my project said that a project in San Antonio can't even get transformers for 2 years. The following 2 stocks are in the manufacturing arena and the first one popped up on screen this week. I asked if anyone in petroleum, electrical and construction are familiar with them to please share their views and knowledge because I don't know enough of about them. I can provide a broker's opinion, but not real world verification.
The first is: Powell Industries
Symbol: POWL
Website: Powellind.com
They reported earnings 2 days ago and absolutely destroyed Wall Street's estimates.
Quote:
Powell Industries Shares Jump After Profit Doubles >POWL
9:51 am ET August 2, 2023 (Dow Jones) Print
By Colin Kellaher
Powell Industries shares surged sharply in early trading Wednesday after the maker of products and systems for the distribution, control and monitoring of electrical energy posted strong quarterly results.
Shares of the Houston company were recently changing hands at $80.44, up 31%.
After the closing bell on Tuesday, Powell said its net income for the fiscal third quarter ended June 30 more than doubled to $18.5 million, or $1.52 a share, from $9.1 million, or 76 cents a share, a year earlier.
The company also said revenue jumped 42% to $192.4 million, while its backlog nearly tripled to $1.3 billion.
This is a Houston based company and they do a lot of work for the petroleum industry, that's why I asked for anyone in O&G familiar with them to opine.
TL;DR, I like this company because I'm not concerned about them missing earnings and fundamentals give confidence. They're a small corporation with only 11.9 M float and also pay a small dividend, which tells me they make a lot of money and is a rarity for small cap company. I'm not buying it here, but when the macros do correct and it fills that huge gap from 2 days ago, then I'm buying and planting it in the accounts I control. Pull up a chart on it. I'd like others to give their opinions on it, because I don't like recommending stocks, especially small caps, that I have limited knowledge of. TIA
The second is: Eaton Corporation
Symbol: ETN
Website: Eaton.com
They're a larger corporation, 400 M shr float, that manufacture a lot of things and they also have a strong backlog, and earnings. The meter packs and disconnects for my project were originally scheduled to have arrived 7 months ago, but I received my first one last week for just one building. My project would've been completed at the beginning of next month but now it's looking like it will be February 2024. I can't wait to be temporarily let go until he decides to build the next complex. I'll take my initial position around $190 and even more at $170 should it fill that gap in a correction.
IMO, these are two strong, safe plays that can also provide excellent stock appreciation for folks that may want some diversification if they're too tech heavy.
I'd like y'alls opinions and suggestions of any other similar electrical equipment manufactures (large transformers, etc) that I can research.
TIA
ProgN said:Good evening family,cptthunder said:ProgN said:
I will. I'm pissed I didn't think of this sooner because I was well aware of shortages industry wide.
That said,
Who all in here are in the petroleum industry or electrical industry because I want to pick your brains?
What part of the petroleum industry you talking?
Many of you know that my former boss asked me to comeback to be his project manager for phase 2 of same complex that I was the project manager for 7 years ago. Anyone in construction can attest to the fact that it's about a 2 year delay for meter packs and large disconnects for apartments, hotels, etc. This is happening nationwide, not just in Texas. The owner of the electrical company doing my project said that a project in San Antonio can't even get transformers for 2 years. The following 2 stocks are in the manufacturing arena and the first one popped up on screen this week. I asked if anyone in petroleum, electrical and construction are familiar with them to please share their views and knowledge because I don't know enough of about them. I can provide a broker's opinion, but not real world verification.
The first is: Powell Industries
Symbol: POWL
Website: Powellind.com
They reported earnings 2 days ago and absolutely destroyed Wall Street's estimates.Quote:
Powell Industries Shares Jump After Profit Doubles >POWL
9:51 am ET August 2, 2023 (Dow Jones) Print
By Colin Kellaher
Powell Industries shares surged sharply in early trading Wednesday after the maker of products and systems for the distribution, control and monitoring of electrical energy posted strong quarterly results.
Shares of the Houston company were recently changing hands at $80.44, up 31%.
After the closing bell on Tuesday, Powell said its net income for the fiscal third quarter ended June 30 more than doubled to $18.5 million, or $1.52 a share, from $9.1 million, or 76 cents a share, a year earlier.
The company also said revenue jumped 42% to $192.4 million, while its backlog nearly tripled to $1.3 billion.
This is a Houston based company and they do a lot of work for the petroleum industry, that's why I asked for anyone in O&G familiar with them to opine.
TL;DR, I like this company because I'm not concerned about them missing earnings and fundamentals give confidence. They're a small corporation with only 11.9 M float and also pay a small dividend, which tells me they make a lot of money and is a rarity for small cap company. I'm not buying it here, but when the macros do correct and it fills that huge gap from 2 days ago, then I'm buying and planting it in the accounts I control. Pull up a chart on it. I'd like others to give their opinions on it, because I don't like recommending stocks, especially small caps, that I have limited knowledge of. TIA
The second is: Eaton Corporation
Symbol: ETN
Website: Eaton.com
They're a larger corporation, 400 M shr float, that manufacture a lot of things and they also have a strong backlog, and earnings. The meter packs and disconnects for my project were originally scheduled to have arrived 7 months ago, but I received my first one last week for just one building. My project would've been completed at the beginning of next month but now it's looking like it will be February 2024. I can't wait to be temporarily let go until he decides to build the next complex. I'll take my initial position around $190 and even more at $170 should it fill that gap in a correction.
IMO, these are two strong, safe plays that can also provide excellent stock appreciation for folks that may want some diversification if they're too tech heavy.
I'd like y'alls opinions and suggestions of any other similar electrical equipment manufactures (large transformers, etc) that I can research.
TIA
Ya know you're supposed to tell us BEFORE a 50% gain in day right?
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
That's what triggered it on my screen, so I had to find out what the hell they did. The more I looked at it, the more I like it.
ProgN said:
That's what triggered it on my screen, so I had to find out what the hell they did. The more I looked at it, the more I like it.
It's ok. I still love you….
Wealth gained hastily will dwindle. but whoever gathers little by little will increase it.
Proverbs 13:11
Proverbs 13:11
Hard pass on Eaton
ProgN said:Good evening family,cptthunder said:ProgN said:
I will. I'm pissed I didn't think of this sooner because I was well aware of shortages industry wide.
That said,
Who all in here are in the petroleum industry or electrical industry because I want to pick your brains?
What part of the petroleum industry you talking?
Many of you know that my former boss asked me to comeback to be his project manager for phase 2 of same complex that I was the project manager for 7 years ago. Anyone in construction can attest to the fact that it's about a 2 year delay for meter packs and large disconnects for apartments, hotels, etc. This is happening nationwide, not just in Texas. The owner of the electrical company doing my project said that a project in San Antonio can't even get transformers for 2 years. The following 2 stocks are in the manufacturing arena and the first one popped up on screen this week. I asked if anyone in petroleum, electrical and construction are familiar with them to please share their views and knowledge because I don't know enough of about them. I can provide a broker's opinion, but not real world verification.
The first is: Powell Industries
Symbol: POWL
Website: Powellind.com
They reported earnings 2 days ago and absolutely destroyed Wall Street's estimates.Quote:
Powell Industries Shares Jump After Profit Doubles >POWL
9:51 am ET August 2, 2023 (Dow Jones) Print
By Colin Kellaher
Powell Industries shares surged sharply in early trading Wednesday after the maker of products and systems for the distribution, control and monitoring of electrical energy posted strong quarterly results.
Shares of the Houston company were recently changing hands at $80.44, up 31%.
After the closing bell on Tuesday, Powell said its net income for the fiscal third quarter ended June 30 more than doubled to $18.5 million, or $1.52 a share, from $9.1 million, or 76 cents a share, a year earlier.
The company also said revenue jumped 42% to $192.4 million, while its backlog nearly tripled to $1.3 billion.
This is a Houston based company and they do a lot of work for the petroleum industry, that's why I asked for anyone in O&G familiar with them to opine.
TL;DR, I like this company because I'm not concerned about them missing earnings and fundamentals give confidence. They're a small corporation with only 11.9 M float and also pay a small dividend, which tells me they make a lot of money and is a rarity for small cap company. I'm not buying it here, but when the macros do correct and it fills that huge gap from 2 days ago, then I'm buying and planting it in the accounts I control. Pull up a chart on it. I'd like others to give their opinions on it, because I don't like recommending stocks, especially small caps, that I have limited knowledge of. TIA
The second is: Eaton Corporation
Symbol: ETN
Website: Eaton.com
They're a larger corporation, 400 M shr float, that manufacture a lot of things and they also have a strong backlog, and earnings. The meter packs and disconnects for my project were originally scheduled to have arrived 7 months ago, but I received my first one last week for just one building. My project would've been completed at the beginning of next month but now it's looking like it will be February 2024. I can't wait to be temporarily let go until he decides to build the next complex. I'll take my initial position around $190 and even more at $170 should it fill that gap in a correction.
IMO, these are two strong, safe plays that can also provide excellent stock appreciation for folks that may want some diversification if they're too tech heavy.
I'd like y'alls opinions and suggestions of any other similar electrical equipment manufactures (large transformers, etc) that I can research.
TIA
I'm an MEP engineer so I really know what you are going thru. It's been crazy the past two years with transformer, gear, panels, etc.
I have heard of Powell before but don't use them. We use Eaton a lot, they are well diversified. I don't know much about looking at charts but trying to learn.
Thank you for replying. The wait times are delaying projects, subdivisions, etc. nationwide.
You'll learn a lot about charts by following this thread.
You'll learn a lot about charts by following this thread.
Others we use
ABB
Square D
Powersmiths
PQI
ABB
Square D
Powersmiths
PQI
Charismatic Megafauna
Joined:
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Posts:
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AG
GreasenUSA said:Potential for trend day DOWN in many markets after NR7s, 3 bar triangles and gap down in overnight session(metals currencies index futures)..Oh yes, and a full moon tonight to boot!
— Linda Raschke (@LindaRaschke) August 1, 2023
I'm reading her book, Trading Sardines, currently. Very entertaining so far.
I tend to listen when she makes statements like this. That said, the bears have generally been no match for the bulls this year, so I'll believe it when I see it.
Did you pay $100 for that? I love books but I'm not sure I'm paying $100 for that book.
Mostly Foggy Recollection
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Powell is my second largest customer. Eaton is my largest vendor.
I won't state anything publicly, but I will privately. Too many know me, personally, on here to make a post about these two.
I won't state anything publicly, but I will privately. Too many know me, personally, on here to make a post about these two.
I should have specified that I meant the Nasdaq/QQQ 50 day. AAPL looks like it may open below its own 50 day this morning.$30,000 Millionaire said:maybe even as soon as tomorrow.GreasenUSA said:
With AAPL ****ting the bed on sales, maybe we finally get some continuation to the downside and touch the 50 in the coming days.
Charismatic Megafauna said:GreasenUSA said:Potential for trend day DOWN in many markets after NR7s, 3 bar triangles and gap down in overnight session(metals currencies index futures)..Oh yes, and a full moon tonight to boot!
— Linda Raschke (@LindaRaschke) August 1, 2023
I'm reading her book, Trading Sardines, currently. Very entertaining so far.
I tend to listen when she makes statements like this. That said, the bears have generally been no match for the bulls this year, so I'll believe it when I see it.
Did you pay $100 for that? I love books but I'm not sure I'm paying $100 for that book.
Wow, just looked up the price to see you are correct on the retailers.
You can order it from her website for $40. https://lindaraschke.net/trading-sardines/
And the first chapter for free.
Charismatic Megafauna
Joined:
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AG
I'll pay $40! Thanks!
Fubo is going to the moon!!
I need it to go to Neptune!Talon2DSO said:
Fubo is going to the moon!!
Signed,
bagholder
This may be buried somewhere in this thread, apologies if it is. And if it's more appropriate for a new thread I'll start one.
But does anyone have any good resources or recommendations on what to do when trying to evaluate a stock/company?
There is a lot of noise and I think it would help me if there was a book or list that says "start with these 10 things if you're brand new".
But does anyone have any good resources or recommendations on what to do when trying to evaluate a stock/company?
There is a lot of noise and I think it would help me if there was a book or list that says "start with these 10 things if you're brand new".
For technical analysis, a lot of folks here like the Jobman book linked in the first post.CC09LawAg said:
But does anyone have any good resources or recommendations on what to do when trying to evaluate a stock/company?
It sounds like you may want fundamental analysis, though, which I find yucky outside of macro events. I'm sure someone here can chime in on a good fundamental book.
Thank you BezosBrian Earl Spilner said:
AMZN gonna halt the dip or nah?
SMCI you ain't got no alibi
you sexy, uh, uh, you sexy
you sexy, uh, uh, you sexy
This is what I first used to learn the basics back when I got into investing. Not sure of your skill level, but I always prefer videos or podcasts that I can put on in the background while I'm doing my day job.CC09LawAg said:
This may be buried somewhere in this thread, apologies if it is. And if it's more appropriate for a new thread I'll start one.
But does anyone have any good resources or recommendations on what to do when trying to evaluate a stock/company?
There is a lot of noise and I think it would help me if there was a book or list that says "start with these 10 things if you're brand new".
https://www.theinvestorspodcast.com/warren-buffett-investment-strategy/
Charismatic Megafauna
Joined:
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Posts:
7,979
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AG
https://www.investor.gov/introduction-investing/getting-started/researching-investments/how-read-10-k
I'm far too lazy for fundamentals though
I'm far too lazy for fundamentals though
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