Yeah, energy, value, euro,I think it's all about shorter term returns, in the face of higher interest rates.
If you're a buy and hold investor I think you just ignore all this. T
OT: Stock and Investment Talk
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If you're a buy and hold investor I think you just ignore all this. T
For my buy and hold investments, yes, definitely ignore. As for my shorter-term account, my plan was to diversify and buy some energy and financial stocks. I still may do this, but as of now, the opportunities with tech are just so much bigger. Not talking about spec, but some of the established tech and semis. There are a few energy stocks I am tracking, but would like to see a pull back first. In the meanwhile, I will continue to buy the tech dip and add to my positions. Hoping to add TSLA and MRVL, but the price isn't right yet!
TSLA seems legit risky to me at least as a buy at anything close to $1,000/sh in that simply extending one’s holding period to wait for the PE multiple to become more reasonable might never work out. I guess expecting stock buybacks and/or dividends from TSLA (might have to be in a post-Musk era) in the future isn’t unreasonable, but doing stuff like buying crypto with extra cash has been their M.O. so far. I guess the question for TSLA from me is when does TSLA start acting like a “normal company” finance-wise? I’m sure Musk would say that TSLA isn’t a normal company in any aspects and with that I’d have to agree.For my buy and hold investments, yes, definitely ignore. As for my shorter-term account, my plan was to diversify and buy some energy and financial stocks. I still may do this, but as of now, the opportunities with tech are just so much bigger. Not talking about spec, but some of the established tech and semis. There are a few energy stocks I am tracking, but would like to see a pull back first. In the meanwhile, I will continue to buy the tech dip and add to my positions. Hoping to add TSLA and MRVL, but the price isn't right yet!
I agree. Would like to see TSLA get back to $900'ish, but who knows when/if that will happen. No biggie if I can't add it to my short-term account. I bought TSLA last March at $570. Those shares are part of my buy and hold investments.
Walmart going meta and crypto! :)
www.cnbc.com
Walmart is quietly preparing to enter the metaverse
Walmart appears to be venturing into the metaverse with plans to create its own cryptocurrency and collection of NFTs.
Mouth is watering for a good buying day! Been hoping to pick up more AAPL, but it has barely budged over the past month.
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Price targets for AAPL being upgraded:
www.streetinsider.com
BoA already moved AAPL up to $210 last week.
Apple (AAPL) Price Target Raised at Deutsche Bank on 'Healthy' Demand Backdrop and Strong Portfolio
Deutsche Bank analyst Sidney Ho raised the price target to $200.00 per share from the prior $175.00 and reiterated a Buy rating.The analyst cites a healthy demand backdrop and AAPL's strong product portfolio across its...
BoA already moved AAPL up to $210 last week.
T2K,
Yes buying dips can be exciting but there are 2 sides to this coin. Your/our current portfolio is also dipping. Many may not understand that it may take years, depending on how much the "dip" goes, to recoup these losses. So though I applaud your enthusiasm, readers should also be wary.
GS misses on earnings (unusual for them) but revenues beat. Down about 4% in the premarket.
Also noticed UL (Unilever) down 10% in the premarket. Extremely unusual to see a stock like that move that much in a day. It's like a KO, PEP, PG type stock. GSK is spinning off its consumer health unit and UL has made repeated attempts to buy it before that. Analysts are very bearish on the move and think they are overpaying and don't have the know how to make it work, especially at premium valuation.
Still seems like a pretty big move for a so far unsuccessful buyout attempt.
Also noticed UL (Unilever) down 10% in the premarket. Extremely unusual to see a stock like that move that much in a day. It's like a KO, PEP, PG type stock. GSK is spinning off its consumer health unit and UL has made repeated attempts to buy it before that. Analysts are very bearish on the move and think they are overpaying and don't have the know how to make it work, especially at premium valuation.
Still seems like a pretty big move for a so far unsuccessful buyout attempt.
Microsoft to buy Activision in $68.7 billion all-cash deal
It will be Microsoft's largest acquisition ever.
Premium of 45% MSFT is paying. 95/share 68.7 billion. 3 billion breakup fee if it doesn't go through.
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Inflation will break within a few months. ATHs soon afterwards. Now is the time to buy, especially since earnings will continue to be outstanding.
If you believe something different, then you should react differently. However, this is my base case.
Potential nice deal to bolster MSFT's XBOX business unit. Play for more gaming and meta activities.Microsoft to buy Activision in $68.7 billion all-cash deal
It will be Microsoft's largest acquisition ever.
Premium of 45% MSFT is paying. 95/share 68.7 billion. 3 billion breakup fee if it doesn't go through.
I think they're confident that they deal will go through considering the 3 billion breakup fee. Regulatory hurdles for tech are a danger but pundits think MSFT (ironically) is one that is less disliked than others. Both sides of the aisle not fans of tech. It's trading below 90 currently for a deal priced at 95. I think it will go through eventually. I think they said they expected it to close in 2023.
It's seen as an addition to help with the metaverse down the line. I'm sure it'll help gaming but think it's more for added expertise in the whole VR/immersion stuff etc...that they want. Everyone wants a recurring income stream/subscription model so this could be one that could help develop that on the consumer side of the business down the line. We'll see how it goes but I think there's a lot of trust in management to execute and they have been good to date.
The recent pullback especially in tech is not being bought on dips like in the recent past. Def need to be careful. Not clear what the next catalysts are. Inflation still a mess. Earnings not great from what I’ve seen. Rates going up. I’ve been nibbling but nothing is really working right now.
Not today yet. The sideline cash appears to have been spent for the most part.
Day is not over yet, but established tech is doing relatively well. :)
Finally got more AAPL for under $170. Next potential buy target is $165. Let's see if it gets there.
Looks like PTON is fighting for its survival:
www.cnbc.com
Peloton hires McKinsey to review cost structure; cycle maker may cut jobs, close stores
Peloton is working with management consulting group McKinsey & Co. to review its cost structure and potentially eliminate jobs, CNBC has learned.
I do not follow individual stocks but I never understood the value in Peloton's business model. Sell overpriced equipment and convince people to subscribe to videos.
Looks like PTON is fighting for its survival:
Peloton hires McKinsey to review cost structure; cycle maker may cut jobs, close stores
Peloton is working with management consulting group McKinsey & Co. to review its cost structure and potentially eliminate jobs, CNBC has learned.
BowFlex 2.0. I don't get it either. Maybe it would be a good product at a bigger and more diverse company, but it can't be the only part of the business.
I'm in for UL in the low 46s...think it has some support in this 45-46 area give or take.. This will likely be a longer term hold. Such a big move (15%) on news that hasn't happened and might not happen. I think more support at 42 and will buy more if it drops more. Willing to deal with the buyout of GSK unit if it does go through.
Agreed. Anyone else have thoughts on this? UL at both 52 week and 4-year lows, after sharp drop. Dividend stock in an inflationary period where consumer products should do well?
I just bought some at 46.10. There is some support in this 45-46 area give or take. More around 42. Think it will be a longer term hold and willing to buy more if it goes down more. If the deal happens at a premium price, I'm willing to deal with that outcome. I think a lot has been priced in today though. If they don't end up doing the deal then it could bounce right back.
Bought a little today, but the dips in my target stocks weren't as big as I hoped for. Just picked up more AAPL and GOOGL.
So why did UL drop so much today? I didn't catch the news.
once apple fitness came out. it was game over for peloton.
too many other big companies in competition.
Same reason I don't buy stuff like Snapchat, Netflix or fitbit
IMO, we aren't done selling yet. S&P 500 is barely 5-7% down. The looses in Nasdaq will eventually cause further selling in the S&P 500.
PTON should have never gone public. I don't understand the appeal to investors. The money making point is the subscription which relies on the trainers to put up compelling videos. Can't someone like NordicTrack, etc. just do the same. I don't think Peleton hires its own trainers.
S&P is only down 4.5% after today thanks to big tech. Once this emotional tantrum ends, we will be back at ATHs. Earnings rule the day and even in the worst case scenario, interest rates are still going to be historically low. Time to buy.
yes. it 's a good time to buy, unless you ran out of money buying the dip the last few weeks, like I did 😔
Now I got to just HODL.
This is all temporary anyway. S&P should be above 5200 by year end.
This is really only a problem if you have short dated bullish options.
I would buy a small amount just to have some exposure to cutting edge fintech. same for arkk and arkg regarding biotech
I hold it similar to crypto. a long term investment. not something I trade.
Nice pop for SOFI, but the stock may still trend down for a bit:
www.cnbc.com
SoFi stock soars after clearing final regulatory hurdle to become a bank
Shares of SoFi rallied on Tuesday following news that the fintech cleared its final regulatory hurdle in becoming a bank.
I have an order in at 11.75. That’s why it popped. You’re welcome.Nice pop for SOFI, but the stock may still trend down for a bit:
SoFi stock soars after clearing final regulatory hurdle to become a bank
Shares of SoFi rallied on Tuesday following news that the fintech cleared its final regulatory hurdle in becoming a bank.
