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  1. rutgersguy1

    OT: Stock and Investment Talk

    It’s dropped 15-20%, I wouldn’t expect that damage to be repaired so quickly if it continues through tomorrow’s session. It’s the guidance that’s light but that sounds like it’s related to capex related to AI and the fruit of that capex won’t show up right away.
  2. rutgersguy1

    OT: Stock and Investment Talk

    It was practically priced to perfection and had absolutely great run so any bit of bad news is going to be sold. I think it’s still looks good long term and an opportunity to find a point to get in might present itself in the future if it drops enough.
  3. rutgersguy1

    OT: Stock and Investment Talk

    The "tech" elements are why Munster slaps an AAPL multiple (20s) on it but that's still lower than the multiple it has now. Mind you with AAPL not growing in the same fashion lately, some think that's even a premium multiple for AAPL.
  4. rutgersguy1

    OT: Stock and Investment Talk

    Fast money traders thought it's a relief rally and will eventually fade. The analyst they had on, Gene Munster, thought it would fade and settle maybe after 2 weeks or so. He also thought it deserved an AAPL like multiple which would put it in the mid 20s. Auto companies are usually single...
  5. rutgersguy1

    OT: Stock and Investment Talk

    I have for quite a few years and got it when it tanked and said it would be a long slog back. It was actually kind of speculative (funny to say about GE) at the time. I’ve exited portions here and there as it has run up. Now I think it a good time to exit completely because of the technical...
  6. rutgersguy1

    OT: Stock and Investment Talk

    Hard rally from GE today and it's reached just about the upper range mentioned (150s-lows 160s). I've exited the position on this surge. I like everything about the company currently but valuation seems rich and it's been on crazy run with just minor pullbacks. I planned on selling just a 1/4...
  7. rutgersguy1

    OT: Stock and Investment Talk

    Yea I said I'm skeptical of any significant news with regards to 8/8...Chinese see 8 as powerful, trying to curry favor and get some luck lol. I still think there is downside too but who knows and you can still get a relief rally as well in the interim.
  8. rutgersguy1

    OT: Stock and Investment Talk

    Not usually easy to call bottoms or tops (short term/long term) that's why I generally wade in buying, and selling too for that matter. A lot of bad news is priced into TSLA so a potential for a pop is possible on a shred of good news but would it last if the overall trend is still down and...
  9. rutgersguy1

    OT: Stock and Investment Talk

    I think a trip back to the low 100s is quite possible....say 100-120 area.
  10. rutgersguy1

    OT: Stock and Investment Talk

    https://www.cnbc.com/2024/04/23/apple-iphone-sales-drop-19percent-in-china-as-huawei-demand-soars-counterpoint.html
  11. rutgersguy1

    OT: Stock and Investment Talk

    GE with good earnings and raised full year forecast because of what I mentioned above...BA's problems is actually a good thing for GE. Older planes means more servicing which is where they make their money as opposed to making little to none on selling the brand new engine. I like the stock...
  12. rutgersguy1

    OT: Stock and Investment Talk

    I think some analyst calls took it down to its 52 week lows before yesterday's news on Jana. JPM neutral reduced PT from 43 to 35 and WFC reduced from overweight to equal weight PT from 55 to 30....said most of the suggestions seem like a wishlist but suggestions not to overinvest seem prudent...
  13. rutgersguy1

    OT: Stock and Investment Talk

    Not one I’ve ever put money in but the name has come up here. https://www.cnbc.com/2024/04/22/activist-investor-jana-has-stake-in-wolfspeed-urges-sale.html
  14. rutgersguy1

    OT: Stock and Investment Talk

    VZ may come back to me yet. Initial strength of earnings fading. Wait and see. GEV also continuing to yoyo. A drop into the mid to high 120s and I might add the position again that I exited at 138.
  15. rutgersguy1

    OT: Stock and Investment Talk

    https://www.cnbc.com/2024/04/22/tesla-shares-slide-li-auto-sinks-as-ev-makers-slash-prices.html VZ earnings this morning looked solid, up 3% in premarket. If it holds it might approach that resistance level in 43 to mid 40s range again. I was hoping it would drop a little more in this last dip...
  16. rutgersguy1

    OT: Favorite Bingeable/ Weekly Show Right Now…

    That's another one my dad watched when I was a kid. That one I actually watched with him. Loved the musical score then and still like it now and it's on one of my playlists.
  17. rutgersguy1

    OT: Stock and Investment Talk

    They aren't suppose to be fast growth, that's the whole point. These kind of stocks can serve a different purpose to a portfolio. It also doesn't mean you can't get a decent return on them beyond the yield if you get in a decent price. You collect the yield while you wait. I'm fine with...
  18. rutgersguy1

    OT: Stock and Investment Talk

    Another dividend payer, Altria. MO was in a downtrend from 2017-20 but it's been holding a long term (20 years) support the last handful of years. Hugging it currently but still holding...just around a 9.5% yield.
  19. rutgersguy1

    OT: Stock and Investment Talk

    Futures bounce back some and oil pulls back as well after last night once reports of the limited nature of the strike came out. https://www.cnbc.com/2024/04/19/oil-prices-jump-3percent-on-reports-of-explosions-in-iran.html
  20. rutgersguy1

    OT: Stock and Investment Talk

    I expect traders won’t won’t to go long into the weekend again but we’ll see.
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