Rick Munarriz

Investing. Theme Parks. Improv. A Fool for all seasons.

[Rick Munarriz @Market]

@Giru_thandapani The timing could've been better, but I think this week's two analyst downgrades are an overreaction. Here's my more detailed take from earlier today (after Susquehanna joined BofA on the $NU downgrade parade): https://t.co/rtDag4cHy8

[Rick Munarriz @Market]

My 10 largest stock holdings on May 31:
1. $ROKU
2. $NFLX
3. $VIK
4. $RDDT
5. $DIS
6. $NLY
7. $NU
8. $LIF
9. $COST
10. $GOOGL

Best: RDDT (+19% in May) ROKU (+16%), VIK (+16%)
Worst: NU (-9%), NFLX (-7%), NLY (-4%)

[Rick Munarriz @Market]

GameStop finally found a stock it could buy -- itself. $GME #GameStop

[Rick Munarriz @Market]

Fun fact: my three biggest winners in April (in my top 10) were also my three biggest gainers in May.

Best in April: $ROKU (+34%), $RDDT (+21%), $VIK (+19%)
Best in May: RDDT (+19%) ROKU (+16%), VIK (+16%)

[Rick Munarriz @Market]

This surely won't be the best unofficial fan anthem for the new Rock 'n' Roller Coaster Starring The Muppets, but it's probably the first. $DIS #Muppets #MuppetCoaster https://t.co/zn6WebzcWs

[Rick Munarriz @Market]

@WaltDisneyWorld Unofficial fan anthem incoming in 5-4-3-2-1: https://t.co/zn6WebzcWs

[Rick Munarriz @Market]

"Nvidia stock has easily beaten the market, gaining 66% over the past year. In short, Nvidia is a grower, not a shower, during earnings season." All of these $NVDA quotes from this piece: https://t.co/p33g2KzwyI

[Rick Munarriz @Market]

"Has investing in Nvidia become like living in Hogwarts School of Witchcraft and Wizardry? Are the AI bellwether's perpetual feats of bar-raising magic so commonplace that they no longer titillate or stand out?" $NVDA

[Rick Munarriz @Market]

"This is at least the fourth consecutive time that Nvidia shares have shrugged off a strong quarter and meandered or ticked lower. It doesn't matter, as long as you weren't day-trading the post-earnings reaction." #Nvidia

[Rick Munarriz @Market]

Nvidia boosting its quarterly dividend 25-fold boosts its yield to a whopping -- checks math --0.45%! $NVDA

[Rick Munarriz @Market]

Everybody Huang shun tonight? #NVDA

[Rick Munarriz @Market]

Everybody Huang shun tonight? #NVDA

[Rick Munarriz @Market]

NextEra Energy's acquisition of Dominion isn't a want. It's a NEE+D. $NEE $D

[Rick Munarriz @Market]

Something only an 80s kid would get:
eBay: Show me the Eddie Money
GameStop: Be my little eBay

$GME $EBAY

[Rick Munarriz @Market]

Add'l info:
-- My two biggest gainers in April ( $ROKU and $RDDT ) are moving higher after the close on strong earnings.
-- 7 of the 10 stocks had double-digit gains.
-- Not on the list, but at No. 12 is $GOOGL up 40%.
-- So, yep, April was a pretty good month.

[Rick Munarriz @Market]

My 10 largest stock holdings on April 30:
1. $ROKU
2. $NFLX
3. $DIS
4. $VIK
5. $NLY
6. $RDDT
7. $NU
8. $ZG
9. $MRP
10. $COST

Best: ROKU (+34% in April), RDDT (+21%), VIK (+19%)
Worst: NFLX (+0%), COST (+3%), NU (+6%)

[Rick Munarriz @Market]

So Conagra Brands owns @SlimJim and Pam. See, The Office fans? Conagra knew all along that they'd be getting Jim and Pam together. $CAG

[Rick Munarriz @Market]

@GabrielleRusson 18 months. That's literally how long it took for Disney to celebrate their 50th anniversary, so you're in good company.

[Rick Munarriz @Market]

@DuelingParkNews @MuncyLucas @UniversalORL Are they letting all Universal Rewards Visa cardholders in? It used to be just Universal Rewards Plus (the one with the annual fee).

[Rick Munarriz @Market]

They just announced Blur's "Song 2" as a featured track, but the LK guitar pick -- and the theme of the ride -- makes Lenny Kratvitz' "Are You Gonna Go My Way" essentially a lock.

[Disney Parks @DisneyParks]

Ready to rock 🎸

[Rick Munarriz @Market]

@scottwalker88 @bioreconstruct And the City is CityWalk -- perfect.