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OT: Stock and Investment Talk

Big picture, I have to say I'm impressed with the rationality the market has been displaying this week even in light of today's press conference absurdity.
 
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2022 = FAANG+MSFT and Health Care

From the man, myth, and legend:

.....https://www.youtube.com/watch?v=OX3bwGkVDVY&list=WL&index=19
(cut and paste the link w/o the dots in the beginning, video being blocked)
 
I’ve been tempted to pick up BGS for the 6% dividend and relatively stable value. Solid brand line up:

In the past if I went into names in this space it was usually along the lines of GIS, HRL, UL, etc...

Always have to be aware of growth in these companies though so they can continue to grow the dividend. The companies I mention have a long history of it so no worry there but yields aren't as high as this. BGS I looked up and it was not bad. I see the last cut they had was during the crash and they have been able to maintain it or grow it since. I did read they have a bit of debt though...debt/equity seems a little high. They seem to be managing but growth and debt can affect a dividend.

Seems to have been meandering around the 200 DMA for a bit, can't really tell which way it will break.

Kind always think of the companies in this space as sometimes in a "reverse sweet spot" There's the trend of natural/organic etc...and while they own known brands, they don't cater to that growing demographic so that hinders growth. Now with inflation, I wonder that when people downgrade from that natural/organic they don't stop in this mid point but go all the way down to generic store brands and private labels. Companies like to push their own brands too because of larger margins. So even when people might downgrade I wonder how much share these companies might pick up. I tend to come to these companies when they're quite a bit oversold and then I have the reliable dividend as back stop on top of that but I don't come to them for the dividend solely. I feel like it's a kind of semi range bound slow growth space and when things are on the lower end of the range I can get interested as a trade. My worthless 2 cents lol.
 
I feel like it's a kind of semi range bound slow growth space
Yeah, I agree with everything you said. I find myself researching stocks lately where I can park some cash knowing that the yield is likely safe. I already own the usual suspects and have a few spec plays. The 6% dividend seemed attractive with low risk.
 
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Musk is in deep sh1t. Told everyone selling is done and the stock pops. Now he changes to almost done. Isn’t that the definition of pump and dump?
 
Musk is in deep sh1t. Told everyone selling is done and the stock pops. Now he changes to almost done. Isn’t that the definition of pump and dump?
His selling is scheduled. Only fools buy and sell due to EM selling to cover a large tax bill. Time to stop whining.
 
His selling is scheduled. Only fools buy and sell due to EM selling to cover a large tax bill. Time to stop whining.


eta he is already being sued for polling Twitter if he should sell.
 
His selling is scheduled. Only fools buy and sell due to EM selling to cover a large tax bill. Time to stop whining.
Well, plenty of fools buying today when it popped 7.5% based on…hmmm…absolutely nothing news worthy.
 
Well, plenty of fools buying today when it popped 7.5% based on…hmmm…absolutely nothing news worthy.
Why would you buy if you know someone is selling a boat load. You wait until he is done. In this case, almost done.
 
Why would you buy if you know someone is selling a boat load. You wait until he is done. In this case, almost done.
Agree 100%. It’s the retail trader phenomenon that’s characterized by pure stupidity. Who would ever buy now when Musk is unloading $14B or some crazy number of shares. These are the same retail trader clowns that sent Disney to over $200 when every park was closed, cruise ships docked, movie theaters shut-down, ESPN dead, and losing money on Disney+. But, hey, they loved watching Mandalorian and went to the parks when they were younger so why not buy the stock even though Disney had just cut the dividend on top of all the other chaos.
 
Well, plenty of fools buying today when it popped 7.5% based on…hmmm…absolutely nothing news worthy.
LOL.

Bloomberg f'ed up the story and screwed up EM's quote. Comical!

.....https://www.youtube.com/watch?v=ONhVtFVw4XI&list=WL&index=21
 
LOL.

Bloomberg f'ed up the story and screwed up EM's quote. Comical!

.....https://www.youtube.com/watch?v=ONhVtFVw4XI&list=WL&index=21
This is where you get your info? LOL

They didn’t f’ed up. I like how Must came with the correction at 3:45pm, 15 min before the closing bell when the story was out before trading started. Guess he wants to sell his share after the run up before the correction.
 
This is where you get your info? LOL

They didn’t f’ed up. I like how Must came with the correction at 3:45pm, 15 min before the closing bell when the story was out before trading started. Guess he wants to sell his share after the run up before the correction.
F'ed it up. Sorry, facts are facts. They cut the quote short. Gotta hate him for something else tomorrow!
 
F'ed it up. Sorry, facts are facts. They cut the quote short. Gotta hate him for something else tomorrow!
yup, love how Musk called them out on the lied when he clarified his position. Oh wait, he didn’t do that because he knows what he did.
 
Good article on Santa:


Also, omicron severity still looking mild:

 
IMO, I think it’s a smart move that it has a fuel tank for extended driving range when the battery runs out of power. There are many folks that will resist EVs purely because they aren’t confident in scaling the nationwide charging network. This quasi-hybrid approach always seemed like a logical middle step and still works towards the ultimate goal of EVs. Then, once the charging network scales, Huawei can simply do the same model build minus the ICE components.

 
IMO, I think it’s a smart move that it has a fuel tank for extended driving range when the battery runs out of power. There are many folks that will resist EVs purely because they aren’t confident in scaling the nationwide charging network. This quasi-hybrid approach always seemed like a logical middle step and still works towards the ultimate goal of EVs. Then, once the charging network scales, Huawei can simply do the same model build minus the ICE components.

One of the biggest benefits of an EV is lack of maintenance, service, and fuel costs. Hybrids offer the worst of both worlds. A tiny, insignificant battery pack + all the costs/hassle of fuel, maintenance, and service. If you have access to home charging and drive less than 300 miles/day, pure BEV is the smart move.
 
IMO, I think it’s a smart move that it has a fuel tank for extended driving range when the battery runs out of power. There are many folks that will resist EVs purely because they aren’t confident in scaling the nationwide charging network. This quasi-hybrid approach always seemed like a logical middle step and still works towards the ultimate goal of EVs. Then, once the charging network scales, Huawei can simply do the same model build minus the ICE components.

The risk here is that Tesla relays heavily on sales in China. Huawei is like the Apple of China. Huawei got boxed out by the US and it’s a chance for China to pay it back.
 
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Bought back some NKLA calls I had out just yesterday. Got a nice bump today, sold them back off.
 
There's no risk.
So let me get this straight - there’s “no risk”even though the US and it’s allies claim Huawei is an arm of the Chinese Gov’t with undue state support and links to the People’s Liberation Army?!?! That’s like saying Apple launching an EV would pose no risk to Tesla. If Huawei is serious about EVs they could be the greatest risk of all to Tesla in the China market.
 
So let me get this straight - there’s “no risk”even though the US and it’s allies claim Huawei is an arm of the Chinese Gov’t with undue state support and links to the People’s Liberation Army?!?! That’s like saying Apple launching an EV would pose no risk to Tesla. If Huawei is serious about EVs they could be the greatest risk of all to Tesla in the China market.
No risk to Tesla from either Apple or Huawei.
Think batteries.
 
Agreed. TSLA is 3-5 years ahead of anyone in the EV. And in 3-5 years when the others "catch-up", TSLA will be long, long gone and much more advanced.
Didn’t someone just post an article that Tesla is putting in batteries from 2017 into 2021 models? Guess the lead isn’t that big.
 
Didn’t someone just post an article that Tesla is putting in batteries from 2017 into 2021 models? Guess the lead isn’t that big.
Awaiting Belly's next post that will make you look stupid.....again. LOL!
 
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