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National Storage Affiliates Trust (NSA)

NYSE - NYSE Delayed Price. Currency in USD
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56.82-0.53 (-0.92%)
At close: 4:00PM EDT
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  • s
    soflagrtwht
    FCEL spiked to 7.50+ yesterday on their ER, now back to 6. Glad I sold as much as I did, shd have sold it all...
  • C
    Captain
    Want to see how terrible this market is...ABCL which I own lot of had a news yesterday on FDA approval of expansion on B drug Covid 19...Partnership with MRNA....The stock traded as high as $25 from $19 afterhouse...I was ready to sell on the pop today...Now its only up a pennies...Go figure... If the news was negative, of course the sp would have been chopped in half. This market has bear traps all over it.
  • C
    Captain
    Mentioned ELY before. Last week, the co guided up on revenue, and it sold off.....Today they announce stock offering and the stock rockets. Go figure.
  • C
    Captain
    In a not so friendly market, buying more NVCR. Has anyone seen BLI...after a short article, the stock getting murdered.
  • s
    soflagrtwht
    Watched the golf last nite from Silverado, in CA wine country, Sponsored by FTNT, I hope that helps the stock! Sineage all over my TV screen.
  • s
    soflagrtwht
    PSNL up 8%, most my largest stks are getting killed (ASML off 30...), but I am up for the day, that money flowing out of tech is going into the stks like PSNL, APPS, SDC, etc. I have sold all my trading SWAV, then bot a lot back when it was off 9, it's now off 2. This is a VG day for me...this week has been a good week.
  • s
    soflagrtwht
    weekend homework, I have ASML and NVDA, and have assumed they are the strongest of the semi plays. But I never did the homework, which I spent 20 min doing just now.

    I used my watch list, which I have not updated in a long time, so I may be missing somecompanies, but I am sure that I have all the mid size and lareger companies that were public for about 2 yrs.

    Turns out that ASML and NVDA are both up about the same 69% YTD (I shd have looked at a 3 mo window, but I didn't). Only 2, out of about 60 or more that I looked at, are of interest.

    ACLS is the most interesting, up about the same % YTD, and they are "front end" oriented, ie, they do stuff in the actual building of the chips.

    CAMT is up even more, near 90%. They are an Isreali metrology play, metrology is the measurement of those very small dimensions on a chop, and the help positioning of the lasers and implantation systems. Long time ago, I made a lot on Tencor, who was the biggest metrology company that got bought by KLAC, Tencor was so strong that KLAC still, more than 15 yrs later, uses that name on that product line. Metrology is central to front end processing.

    On any real pullback, these 2 might present an opportunity.
  • s
    soflagrtwht
    I have a little TNL, a travel and leisure play, it's the old Wyndham timeshare business, they do rentals, trips, etc. It is wayyy off it's highs. In the local news, FL resorts are having the best months EVER in the last 2 months, everything is fully booked at hi prices. Those 2 facts seem opposed to each other. Plus, TNL is selling for about 12x next yrs EPS. But, it stays low....
  • C
    Captain
    i did some reshuffling on my portfolio....My new buys were PATH LAW (again) at the close PCOR.
  • s
    soflagrtwht
    cap, re the crypto thing, 2 things. We all know that the meme investors are killing people like us, in terms of return. The GME players are making fortunes. Cryptos are like meme plays, lots of momo. I'd like to know how that works with your daughter, does HOOD allow investors to by cryptos in dollars, what do they really own, is HOOD buying that crypto for them, or do they have a hoard of investory they sell out of stock? Or are they buying a derivative product?

    The best point to teach your daughter, and most investors, is that investing is like gambling. The first rule of investing is to protect your capital, the first lesson in gambling is money mgmt. When you have big winners, esp in the stock mkt, you can protect those winnings by using options. This is a problem for me, I have 40-60K positions in lots of stocks, but many of those stks are so expensive that I don't even have 100 shrs, and in the case of GNRC, while I have well over 100, I don't have 100 in a single acct. So I fail at protection, for many of the 2nd tier stks I just use stops.

    But we all need to be better at protecting our winning, guys like Cramer says take 1/2 off the table if you are up 100%, I say put in a stop for 20% at just a little below where it is, and add stops if it drops. So, more than anything, my money/risk mgmt is stops.

    Do you know what she is buying when she is doing the cryptos? Do you know what she really owns? Or is crypto investing a derivative of the illusion?
  • s
    soflagrtwht
    got some very wet APPS, it's up 5% today. On the MB, the excitement is palpable. But no substance in the pop...
  • s
    soflagrtwht
    sold my RH yesterday at a tidy profit, hard to pass up that huge pop. Just bot a little back at 706, off 18 bucks today, My guess is that RH will be 850 well before the EOY, all this damage, people will refurnish their homes, many people will donate their furniture and buy new. It's all upside for RH, IMO.
  • s
    soflagrtwht
    cap, pro/con on NVCR:
    Pro, the numbers clearly show that the infection rate is declining. Show that the hospitalization usage is improving.
    Con: See the story today about the hospital that is trying to inflate their virus numbers to scare people into the vaccine? The entire govt is trying to scare people, and coerce people. So people are scared, I go out, and see some many people wearing masks, etc. That fear is what is hurting NVCR, people are not going for cancer screenings, and are putting off treatments, etc.
    It's just a matter of time, I want tto tell myself, was 145 about 2 weeks ago123 now, and in those 2 weeks, the virus thing has improved, but you would not know that from the rhetoric on TV.
  • s
    soflagrtwht
    INTU enters into a strategic agreement with the LA Clippers. No idea why that would be strategic, but the term? 23 years. really, why 23??
  • s
    soflagrtwht
    Posted a few time on cyber sec play IRNT, first post it was 13, that was about 2 weeks ago. 48 PM right now. Of that 35 buck gain, I got 2.
  • s
    soflagrtwht
    out of SAVA, but I shd just watch the 1 min chart, and shd have stayed in...perfect 20 period chart on a minute chart. After the opening sell off, it never went below the 20 period line. But, I made a month of living costs in 1.5 hours.
  • s
    soflagrtwht
    out of that RH real fast, I was hoping for a late day rebound, so I set a very tite stop. They earned 8.50/sh (adjusted) this past Q, if I am right about more demand coming (they are, they guided up), it's fair to expect over 30/sh in th enext 12 months, so 700/sh seems cheap, or, at least, fairly vauled. Look at RH's history, it was 82 at the bottom last yr, 700 now!
  • s
    soflagrtwht
    bot a little UPST when it got back to flat today, it's now up 11, I won't own it at the end of today. Some guy on TV last nite got in real early, and was pounding the table that it still has a lot of room to run.
  • R
    Rocky
    Did not Post her for 2 days..Did post on the other board. The stocks I was begging you to look at all moved up 70% or higher in approx 2 weeks...See UROY, LEU, DNN, ....Other board took a few days but they bought....Not sure why you guys would not even look...especially you Feddy. If I did something to offend, I am sorry..
  • s
    soflagrtwht
    Back into HYFM, lost track of this, but they had a VG ER about 2-3 weeks ago, I hope for a return to 60, it's 51ish now.