I'm on the sidelines
Comments
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Honestly, I'll never understand making real investment decisions based on quarterly earnings unless there is context that portends long-term poor performance.Baseman said:
Analysts were disappointed in sales guidance (8-10% increase instead of 10) Fine by me. I got into Starbucks three years ago when they missed and am a happy camper, looking for an opportunity to buy moreEwaDawg said:
Why is DPZ off nearly 14% from its annual high?Baseman said:Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point. -
What Dominos Pizza, oops just Dominos now, has done the last 15 years was extraordinary stock price wise.Baseman said:
Analysts were disappointed in sales guidance (8-10% increase instead of 10) Fine by me. I got into Starbucks three years ago when they missed and am a happy camper, looking for an opportunity to buy moreEwaDawg said:
Why is DPZ off nearly 14% from its annual high?Baseman said:Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point.
Can they continue even 1/4 of that run? What did they do that propelled the stock like it did.? -
A franchise model that requires little capital outlay but is franchisee friendly. Investments in technology. Buying back shares.godawgst said:
What Dominos Pizza, oops just Dominos now, has done the last 15 years was extraordinary stock price wise.Baseman said:
Analysts were disappointed in sales guidance (8-10% increase instead of 10) Fine by me. I got into Starbucks three years ago when they missed and am a happy camper, looking for an opportunity to buy moreEwaDawg said:
Why is DPZ off nearly 14% from its annual high?Baseman said:Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point.
Can they continue even 1/4 of that run? What did they do that propelled the stock like it did.?
Yeah, I'm a big fan of Dominos, wished I'd bought it years ago. Still has big upside going forward. I plan on owning for at least the next ten years and will look to buy more when it's attractively priced.
Any profitable company with projected 8-10% revenue growth over the next three years points to more upside. -
Since it's somewhat down now, perhaps now is a good entry point for the first timers?Baseman said:
A franchise model that requires little capital outlay but is franchisee friendly. Investments in technology. Buying back shares.godawgst said:
What Dominos Pizza, oops just Dominos now, has done the last 15 years was extraordinary stock price wise.Baseman said:
Analysts were disappointed in sales guidance (8-10% increase instead of 10) Fine by me. I got into Starbucks three years ago when they missed and am a happy camper, looking for an opportunity to buy moreEwaDawg said:
Why is DPZ off nearly 14% from its annual high?Baseman said:Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point.
Can they continue even 1/4 of that run? What did they do that propelled the stock like it did.?
Yeah, I'm a big fan of Dominos, wished I'd bought it years ago. Still has big upside going forward. I plan on owning for at least the next ten years and will look to buy more when it's attractively priced.
Any profitable company with projected 8-10% revenue growth over the next three years points to more upside.
When Americans stop getting drunk and eating pizza and wings, we'll all be dead anyway. -
Maybe dip your toe in the water. I made my first buy Feb 22 at $374. I kept buying as it went down and loaded up on March 8 @ $328.creepycoug said:
Since it's somewhat down now, perhaps now is a good entry point for the first timers?Baseman said:
A franchise model that requires little capital outlay but is franchisee friendly. Investments in technology. Buying back shares.godawgst said:
What Dominos Pizza, oops just Dominos now, has done the last 15 years was extraordinary stock price wise.Baseman said:
Analysts were disappointed in sales guidance (8-10% increase instead of 10) Fine by me. I got into Starbucks three years ago when they missed and am a happy camper, looking for an opportunity to buy moreEwaDawg said:
Why is DPZ off nearly 14% from its annual high?Baseman said:Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point.
Can they continue even 1/4 of that run? What did they do that propelled the stock like it did.?
Yeah, I'm a big fan of Dominos, wished I'd bought it years ago. Still has big upside going forward. I plan on owning for at least the next ten years and will look to buy more when it's attractively priced.
Any profitable company with projected 8-10% revenue growth over the next three years points to more upside.
When Americans stop getting drunk and eating pizza and wings, we'll all be dead anyway.
I read in Peter Lynch's book that when he likes a stock but isn't ready to go all in he'll open a small position so it's on his radar. I took the idea and employed the same strategy and found it worked well. Even if you only have 1 share, having it on your radar makes it easier to buy more when you think the timing is right.
If you're looking for 30% return by next year, I'd say pass. If you want an exceptional company you're comfortable owning for 10 years, Dominos should well outperform the market (SP 500)
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You've sold me. The newest Dominos franchise is now coming to Kitsap County!Baseman said:
A franchise model that requires little capital outlay but is franchisee friendly. Investments in technology. Buying back shares.godawgst said:
What Dominos Pizza, oops just Dominos now, has done the last 15 years was extraordinary stock price wise.Baseman said:
Analysts were disappointed in sales guidance (8-10% increase instead of 10) Fine by me. I got into Starbucks three years ago when they missed and am a happy camper, looking for an opportunity to buy moreEwaDawg said:
Why is DPZ off nearly 14% from its annual high?Baseman said:Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point.
Can they continue even 1/4 of that run? What did they do that propelled the stock like it did.?
Yeah, I'm a big fan of Dominos, wished I'd bought it years ago. Still has big upside going forward. I plan on owning for at least the next ten years and will look to buy more when it's attractively priced.
Any profitable company with projected 8-10% revenue growth over the next three years points to more upside. -
Can I get an occasional comp? TIABleachedAnusDawg said:
You've sold me. The newest Dominos franchise is now coming to Kitsap County!Baseman said:
A franchise model that requires little capital outlay but is franchisee friendly. Investments in technology. Buying back shares.godawgst said:
What Dominos Pizza, oops just Dominos now, has done the last 15 years was extraordinary stock price wise.Baseman said:
Analysts were disappointed in sales guidance (8-10% increase instead of 10) Fine by me. I got into Starbucks three years ago when they missed and am a happy camper, looking for an opportunity to buy moreEwaDawg said:
Why is DPZ off nearly 14% from its annual high?Baseman said:Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point.
Can they continue even 1/4 of that run? What did they do that propelled the stock like it did.?
Yeah, I'm a big fan of Dominos, wished I'd bought it years ago. Still has big upside going forward. I plan on owning for at least the next ten years and will look to buy more when it's attractively priced.
Any profitable company with projected 8-10% revenue growth over the next three years points to more upside. -
Looked at this franchise a few weeks ago. The economics weren't too bad. Too much fucking work at this stage of life, however. But, damn, drunk food rules.BleachedAnusDawg said:
You've sold me. The newest Dominos franchise is now coming to Kitsap County!Baseman said:
A franchise model that requires little capital outlay but is franchisee friendly. Investments in technology. Buying back shares.godawgst said:
What Dominos Pizza, oops just Dominos now, has done the last 15 years was extraordinary stock price wise.Baseman said:
Analysts were disappointed in sales guidance (8-10% increase instead of 10) Fine by me. I got into Starbucks three years ago when they missed and am a happy camper, looking for an opportunity to buy moreEwaDawg said:
Why is DPZ off nearly 14% from its annual high?Baseman said:Everything in my universe too expensive. Went heavy on Domino's Pizza between $320 - $330 and it's already back @ $380. I loved Google at $2,050. Not so much, now above $2,200.
Pared back on Bank of America (30%) and Hartford (20%) and a little of my Citi (10%). all held in my IRAs -- $0 capital gains tax
I'm a buy and hold guy -- for the most part -- but the recent run up on the former two skewed my portfolio too heavy on financials.
With dry powder I'm looking for a pullback on QQQM (baby QQQ. Lower fees) for a better entry point.
Can they continue even 1/4 of that run? What did they do that propelled the stock like it did.?
Yeah, I'm a big fan of Dominos, wished I'd bought it years ago. Still has big upside going forward. I plan on owning for at least the next ten years and will look to buy more when it's attractively priced.
Any profitable company with projected 8-10% revenue growth over the next three years points to more upside.
https://www.fatshack.com/
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I am as well, and why I raised cashed like I wanted to in Jan-Feb, I am itching to put it to work even if that means my last two buys I was early on (Viac/Discovery).
My kryptonite is trying to catch the falling knife when stocks have a major drop (as a side note, that is a good topic. What do others on the board need/want to work on in their investing game)
So with earnings starting up next week, do people have stocks in the on deck circle, waiting for them to fall into their buy range?
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Stock only
Dominosgodawgst said:I am as well, and why I raised cashed like I wanted to in Jan-Feb, I am itching to put it to work even if that means my last two buys I was early on (Viac/Discovery).
My kryptonite is trying to catch the falling knife when stocks have a major drop (as a side note, that is a good topic. What do others on the board need/want to work on in their investing game)
So with earnings starting up next week, do people have stocks in the on deck circle, waiting for them to fall into their buy range?
Google
QQQM
