Which stonks are you buying if any?

[dZeus]

Loaded on INTC at 35. I estimate fair value to be $32-37
Hope to hit 60 by 2027 and if not there's dividend.

Maybe if the CCP invades Taiwan...
And even then, wouldn't Samsung Electronics be a safer bet? Intel hasn't really inspired confidence that they have truly mastered sub-14nm litho processes so far.
As far as their chips, I see them losing more and more terrain to custom ARM designs fabbed on TSMC/Samsung/chinese fabs.

[Dr Mordrid]

Thursday at 2000 Eastern T-Mobile and SpaceX will announce a collaboration. The speculation is T-Mobile will roll out 5G/LTE service
using Starlink to do the backhaul. This could be a really big deal in areas which don't have fiber.

The US Department of Defense is also exploring a universal optical communications node which would fit on LEO constellation satellites, allowing data to be passed from one network to another. Initial networks would be Starlink, Telesat, ViaSat, Kuiper, and Spacelink.

A Starlink IPO could come as soon as 2025 or 2026.

[UtwigMU]

Loaded on INTC at 35. I estimate fair value to be $32-37
Hope to hit 60 by 2027 and if not there's dividend.

[Umfriend]

Yeah, given how FUR performed, I am doing nicely. Philips is not doing well lately so I haven't bought the dip fully yet but it'll get there. Friday I will very likely get another 100 @ 22 whereas market is 21.66 now.

[Dr Mordrid]

Doing pretty okay, down on Tesla from its peaks but they're getting ready to do a 3-1 split in August. Long hold anyway.

[UtwigMU]

How are you all doing. I checked my stonks and I'm only down 6% YTD.

[Umfriend]

Yeah, I think so.

[Dr Mordrid]

So Philips. Had a bit of bad news regarding ventilators on recall. I think (or *speculate*) that markets tend to overreact and so I went in for a bit. Goal is to, over time, make 100 shares worth in realised profits, first including option premia.

Is this same issue they had with carcinogenic foam particles in their CPAP machines?

[Umfriend]

So Philips. Had a bit of bad news regarding ventilators on recall. I think (or *speculate*) that markets tend to overreact and so I went in for a bit. Goal is to, over time, make 100 shares worth in realised profits, first including option premia.

[Umfriend]

Well, my horrible adventure with Fugro (Dutch smallcap) has turned for the better. From a 6.84 EOY close to 11.06 right now. My historic (9.91 at YE, 10.01 current) cost is now below the market value and then I have some cash resulting from the option premia I've accumulated over time.

So like probably everyone else, I'm in the black with all my single stock exposures and I have diversified a bit more so I am now at 6 companies in my toy-around-portfolio (which BTYW, is part of my retirement plans so it is not *that* toy-around-ish).

[Dr Mordrid]

At Tesla's upcoming shareholders meeting a vote will be taken on another stock split.

[dZeus]

And in the middle of this the US Department of Justice is taking a look at short selling. Seizing records, etc. Note that it's not the Securities and Exchange Commission doing ths but DoJ prosecutors.

https://www.forbes.com/sites/sergeik...h=41a3adc478fc

I don't think this particular flaw in securities trading that I alluded to is going to get fixed anytime soon: https://prospect.org/power/gamestop-...-selling-scam/

[Dr Mordrid]

And in the middle of this the US Department of Justice is taking a look at short selling. Seizing records, etc. Note that it's not the Securities and Exchange Commission doing ths but DoJ prosecutors.

https://www.forbes.com/sites/sergeiklebnikov/2022/02/16/doj-investigates-short-sellers-for-potential-trading-abuses-including-spoofing-and-scalping/?sh=41a3adc478fc

[dZeus]

The article states that trading was suspended in which case you can not sell either. It is not part of Market Makers' business model to build up positions.

I'm talking from personal experience: in the 24 hours or so before trading in these securities was halted, you could only sell them.
Even to this day, my broker allows me to sell these securities.
So who knows who was/is on the other side of these trades, but if you simply look at the current 'valuations', then this party is going to make a fortune if a lot of people liquidated their sell-only holdings.

Also note that this is not the first time this type of action happened, as it happened with GME shares before during the Robinhood fiasco. Back then, it was Citadel pulling their strings to bail out Melvin capital who found themselves in a huge short position that they couldn't cover.
If you ask me, there's something rotten with how the security trading system works, when some market participants can deny access to others and scoop up shares at rediculously undervalued prices in absence of proper price discovery.

My gut feeling is that someone(s) have a huge short position on London-traded securities of Russian companies that they're being 'helped' to cover.

[Umfriend]

The article states that trading was suspended in which case you can not sell either. It is not part of Market Makers' business model to build up positions.