I had some wins today...

picked up $800 worth of jmia yesterday. hit a quick 10% today and dumped it.

bought nndm at $6.17 and dumped it at $7.11. decent pickup.

bought $7k of GME in the AM hours and picked up 3% selling it later in the day.

bought teladoc at $182 yesterday. Sold it at $194 today.

kicking myself on Lucken coffee. Was going to invest 10k at the opening expecting a huge gain...saw it drop and moved on. Ended up picking up 30%.
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Lucken Coffee has some baggage plus it's Chinese. Pass

https://www.burgerfi.com/

Burger Fi (Gino/LubeJobs here on OSO owns one or more stores) John Rosati I believe got it going.

Went public through a merger/stock swap. 10 years old, 125 stores and the deal gave them 40mm in cash for expansion. Good burger, stores sell draft beer and its casual/no waiters/waitresses. Stock bumped $1 after the IPO at 15, I'd expect it to gain some traction even though covid hurts restaurants right now, this is prime for takeout/delivery through services.

maybe so...but dreamers in the stock market look past that stuff. everyone wants to find the next apple/Amazon. they’ll pour money into a paper bag filled with sh!t if it means profits.

my dad invested at $5. Already doubled his money...if it prints it prints.

They look past reporting false and inflated income numbers? Good luck with that.

The wife and I are retiring in an month or so and transferring our 401k's into self directed IRA's in our brokerage account--Been putting money in the market every payday for over 40 years and never owned an individual stock to the best of my knowledge. Now that there are many more options the majority of our money will be going into growth ETF's after setting aside several years expenses in our money market settlement fund.
I will also be buying the consumer discretionary index. In our household we want to buy a retirement home--a tow vehicle--a boat--a pair of watercraft--and build a shop to house it all once the world get back to a more normal state. I can't believe we are the only ones with pent up demand.

Money is money.

The market continues to look past Tesla’s gross sales and revenue. Current market price is 1600X forward earnings. No one cares, people still buy it.

Nikola hasn’t even produced an EV yet...people have cashed in.

stock market millionaires are made on speculation. Not fundamentals or business practices.

Our family is having a stock picking game for next year. My mom is putting up $2000 cash as prize money. We have 16 people in our family from grand parents down to 15 years old. My mom is trying to teach and encourage everyone in the family to be more familiar with the market. The basic rules are everyone has $10,000 in funny money to pick up to 5 different stocks on Dec. 31st. On March 31st who ever portfolio is the highest wins $500 in cash. You can now change your stocks with what ever your portfolio has in it or just keep it the same. On Aug. 31st the same thing and on Dec. 23 a final payout of $1000 to the winner. No parental help on the picks and you have to explain why you picked your picks. The other fun thing about it is we all get to see each other on the zoom meetings.

So he pretty much summed it up perfect. I don't think it is a too the moon stock but there is certainly room to grow IMO and as stated with the quality food and take out they provide this is still a busy biz.

Best Picks for the Week

Pick #1 AGNC/NLY common shares

1. AGNC Investment Corp (AGNC) - Yield 9.3%
2. Annaly Capital Management (NLY) - Yield 10.5%

It is important to be appreciative of the gifts that we receive. In 2020, the Federal Reserve combined forces with the stock market to give us an excellent gift: zero interest rate policy combined with a large indiscriminate sell-off of all mREITs.

Even as earnings conditions are absolutely ideal for agency MBS – AGNC and NLY trade at a discount to book value. So buy some shares and send Chairman Powell a Christmas card to thank him for the gift.

This is WAY better than the mystery chocolate box your Secret Santa gave you at the company Christmas Party. Who wants to bite into a chocolate with no clue what flavor is going to be in the middle!?!?

Agency mREITs hate surprises. The Federal Reserve has taken surprise off the table and opened up the highway to load up on agency MBS.

Pick #2 NNN/O/WPC Common Shares

National Retail Properties (NNN) - Yield 5.1%

Realty Income (O) - Yield 4.7%

W.P. Carey (WPC) - Yield 6.0%



Has a new member been added to your family in 2020? These triple-net REITs are a great gift to start an investment account for them. NNN and O are already "Dividend Aristocrats" and WPC will be one in a few years.

Of all the picks in the HDO portfolio, these are likely to be the lead contenders to benefit from the incredible power of compounding. These are REITs that you could buy, turn on the DRIP and forget for 15 to 20-years.

Sure, a toddler or even a teenage grandchild is not likely to be particularly thankful when you tell them what you have done. They would rather have the latest tablet that will be outdated in a month. When they grow up they will appreciate it more.

Pick #3 IRM common shares

Iron Mountain (IRM) - Yield 8.4%



Santa's list is long. REALLY long. Where do you think Santa stores his list? Why he would only trust it to the best, and the best is clearly IRM! Iron Mountain specializes in storing the most important information and is trusted by 95% of the Fortune 1000 companies – plus Santa. We have not yet heard from Santa on whether he is going to stick with traditional paper, or take advantage of IRM's digitization and move over and use one of IRM's data centers.

We trust IRM with our capital and enjoy the dividends every quarter.

Pick #4 HTA common shares

Healthcare Trust of America (HTA) - Yield 4.7%



One of the most precious gifts is that of good health. Unfortunately, it is an elusive gift that we frequently have little control over. Sure, you can eat right, exercise, take vitamins and avoid vices. That still does not guarantee that you will live longer than Charlie Sheen.

If you have your health, take a moment to enjoy that gift this Christmas. Then buy some HTA because sooner or later, you are going to need the services of one of their tenants and they aren't going to be moved by the Christmas Spirit. They are going to charge you through the nose for it. So you might as well be collecting some rent from them.

Pick #5 EQR common shares

Equity Residential - Yield 4.2%

Now that we got the catchiest Christmas song ever stuck in your head, let's talk about home. Having one is way better than not having one. That very simple premise underpins the strength of apartment REITs and is the reason why they have very consistent and stable cash-flow.

EQR has seen declines on their urban center properties, but their suburban properties have stabilized and have seen growth. People are shifting from one area to another, not disappearing.

With an A-grade balance sheet, plenty of liquidity at their finger-tips and 26-years as a publicly traded REIT, EQR has survived and thrived through several economic cycles. Historically, taking advantage of these dips through buying has been the smart move. This time is not different.

Pick #6 GEO common shares

The GEO Group (GEO) - Yield 14.5%Just like Santa, the government keeps a "naughty" list. In a perfect world, we wouldn't need to detain anyone ever. People would respect each other's property, people would put in a good faith effort to obey laws and we certainly wouldn't harm each other. Well the world isn't perfect, even Whoville is at risk of the occasional crime spree. People will commit crimes and they will be detained for them.

Politicians will grandstand over what should or shouldn't be against the law, they will argue with each other over what the consequences should be over breaking any particular law. Reform or punishment, strict or lax enforcement, legalize or crack down on drugs, we have all seen the debates and I'm sure everyone has an opinion.

At the end of the day, GEO supplies the infrastructure the government needs. A large portion of the population in GEO facilities are people awaiting their day in court. GEO also is very active in the rehabilitation, parole and home-confinement sectors. GEO doesn't tell the government what to do, they provide the government the infrastructure needed to do whatever the government deems to be appropriate.

The "naughty" list isn't going away, and that means we can collect a 14%+ yield. For more conservative investors, GEO bonds are still a very attractive option as well.

Pick #7 OXLC common shares

Oxford Lane Capital (OXLC) - Yield 15.2%



CLO prices have been booming, with OXLC raising their net asset value by 25% last month. This is from a combination of payments to the equity CLO positions resuming combined with default rates leveled off and actually declined in November. November was the first month in 13-months where there was not a single default.