Announcement

Collapse
No announcement yet.

Fiverr Is My Newest Pick

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

    #61
    Hey Singuy, got a question for you on AMD.... Doing some digging it seems AMDs margins are dwindling. They give all their margins to TSMC.... It seems to be getting worse too as they drop more production from GlobalFoundaries and give it to TSMC. How do you see this changing in the near future? You've mentioned that you expect the company to double in market capitalization but if margins continue like this, how can it..... I am wondering if Intel is still going to be the market leader.

    Last edited by jeffmem; 10-06-2020, 09:11 AM.

    Comment


      #62
      can't believe fivr still steadily moving up. lol

      Comment


        #63
        Originally posted by ~bs View Post
        can't believe fivr still steadily moving up. lol
        Only stock I bet picked that just goes up..lol

        Comment


          #64
          Originally posted by jeffmem View Post
          Hey Singuy, got a question for you on AMD.... Doing some digging it seems AMDs margins are dwindling. They give all their margins to TSMC.... It seems to be getting worse too as they drop more production from GlobalFoundaries and give it to TSMC. How do you see this changing in the near future? You've mentioned that you expect the company to double in market capitalization but if margins continue like this, how can it..... I am wondering if Intel is still going to be the market leader.
          AMD goes into a phase of lower margins due to new console orders, which is the largest in q3 , and especially large for the first year product. Console margins are the lowest in the industry, sitting probably at around 25-30%. Adding this into the mix and it's a massive amount too causes margins to drop slightly. This is a one time event as time continues there will be less consoles added to the mix while expanding more server CPUs.

          Talking about margins, AMDs newest cpu just became the fastest in the world and AMD increased prices while paying less per wafer than Zen 2 from last year. They also got rid of the cooler. So all signs pointing to much higher margins this time next year, like 5-10% more on average.

          Comment


            #65
            Do you think Fvrr is still a buy at $150? I should have bought more at $110.
            LivingAlmostLarge Blog

            Comment


              #66
              Originally posted by LivingAlmostLarge View Post
              Do you think Fvrr is still a buy at $150? I should have bought more at $110.
              I think they need another blow out earning before any more run ups. At 5.5 billion valuation it's getting a little out of hand. Stock pretty much have gone parabolic since my recommendation which may not be very healthy. Earnings coming up soon so we shall see.

              Comment


                #67
                I continue to hold 500 shares. I also sold 3 contracts of Nov 20 (a little more than a week ago) out of the money put options at 110. (so I am willing to put 33K more money into the company at that strike price). I think this company is certainly part of a generational trend with regard to employment and again thank Singuy for pointing it out.

                Comment


                  #68
                  Originally posted by Singuy View Post

                  AMD goes into a phase of lower margins due to new console orders, which is the largest in q3 , and especially large for the first year product. Console margins are the lowest in the industry, sitting probably at around 25-30%. Adding this into the mix and it's a massive amount too causes margins to drop slightly. This is a one time event as time continues there will be less consoles added to the mix while expanding more server CPUs.

                  Talking about margins, AMDs newest cpu just became the fastest in the world and AMD increased prices while paying less per wafer than Zen 2 from last year. They also got rid of the cooler. So all signs pointing to much higher margins this time next year, like 5-10% more on average.
                  Thank you for this. I was thinking along the same lines is that even though their margins are lower, they are going to be selling a ton of chips, so that hopefully will off set it.
                  Your knowledge of technology and what is going on here is incredible. And I also did see the news that one of AMDs chips set a record. 5-10% is good, slow but steady growth for 20-30 years will be great.

                  As for FVRR, makes me nervous how fast it has gone up the last month. A little bit of a drop is going to be a good thing for it for the long term, if it comes back around 115, I am going to buy more. I bought some when it was down around 109 and 110, but not enough. I think I have 160 shares with an average price around 94. I would like to have around 200-250 shares. That probably will not get me to a million, but without chats before if the company continually does well for 10-20 years or more and is the only leader than it may get me to a quarter or half a million. Either or will be a great investment. Even at the price now I can see their potential.

                  Comment


                    #69
                    What a disgusting beat on earnings. Grew 88% YOY and raised guidance again. The only shining star today, lets be grateful about that.

                    Comment


                      #70
                      Yeah it was doing well.... The whole market has turned, it's like a roller coaster the last two weeks. But FVVR has come down from 190 to 130 in two days, but I cannot find any news. Anyone know what's going on? I was thinking to buy more as I have been waiting for it to go back to 115, but I don't think it will get there.

                      Comment


                        #71
                        Originally posted by jeffmem View Post
                        Yeah it was doing well.... The whole market has turned, it's like a roller coaster the last two weeks. But FVVR has come down from 190 to 130 in two days, but I cannot find any news. Anyone know what's going on? I was thinking to buy more as I have been waiting for it to go back to 115, but I don't think it will get there.
                        I think it was news of a promising vaccine that brought it down yesterday (people potentially going back to work in the next year or so). I don't know how that impacts the long term prospects, though.

                        Comment


                          #72
                          Originally posted by jeffmem View Post
                          Yeah it was doing well.... The whole market has turned, it's like a roller coaster the last two weeks. But FVVR has come down from 190 to 130 in two days, but I cannot find any news. Anyone know what's going on? I was thinking to buy more as I have been waiting for it to go back to 115, but I don't think it will get there.
                          It's almost certainly reflexive, not based on any fundamental change in the viability or success of the company itself. Across the market, stocks for companies emphasizing travel skyrocketed. Stock for companies that center on staying home (FVRR, NFLX, AMZN, etc.) all sank 10% or more. BL: Don't worry about it. If you have the cash to make a buying opportunity out of it, have at it. Otherwise, no reason to get worked up.
                          "Praestantia per minutus" ... "Acta non verba"

                          Comment


                            #73
                            That's what I figured kork, I did find one article about that, about the vaccine stuff. I think it is too early to invest in airline companies as the volitility is still there. Virus is going no where for awhile yet. I bought 20 more shares of FVVR at 136. Brings my avg cost up to $99 though. I have 180 shares now. If it goes under 130 I may consider buying a bit more so I can have 200 shares. That's a pretty sizable investment. It's nearing 10% of my holdings, so I need to watch that.

                            Comment


                              #74
                              I am late to this thread, but I bought FVRR yesterday at $140 on the dip. It's up nicely this morning.

                              Is there any specific price target at this point? It was trading at $190 a few days ago. Is that a good selling point or do you see this stock as a long term hold?

                              Comment


                                #75
                                Originally posted by jeffmem View Post
                                That's what I figured kork, I did find one article about that, about the vaccine stuff. I think it is too early to invest in airline companies as the volitility is still there. Virus is going no where for awhile yet. I bought 20 more shares of FVVR at 136. Brings my avg cost up to $99 though. I have 180 shares now. If it goes under 130 I may consider buying a bit more so I can have 200 shares. That's a pretty sizable investment. It's nearing 10% of my holdings, so I need to watch that.
                                How strange! I have 181 shares, across my husband's and my ROTHs and our sverage costs works out to $99 too!!!! I'm hoping to get to 200 shares as well, but didn't think to check how much of our portfolio that would be. Thanks for the heads up.

                                Comment

                                Working...
                                X