OT: Stock and Investment Talk
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It has held up better that some other megacap tech. I feel like it should catch up to the downside but who knows. They've expanded a little outside of hardware, with some recurring revenue streams but still I don't think on the scale of MSFT or like that. Has there been such a robust hardware upgrade cycle? I don't know.
I've mentioned this before, everyone is talking about the PE compression of the high flyers but that doesn't mean old tech and the like can't undergo a little bit of that as well. Not on the scale of those high flyers but at least to a degree. 30 PE is above Apple's historical PE.
+1
Beautiful afternoon for more buying. Picked up more AMZN, ENPH, and NVDA. I am hoping to add to ADBE, but that one has been pretty sticky for the past week or so. I will keep watching.
By the way, was F down due to the recall?
I am hoping for closer to $900, but doubtful it will get there without some negative news.
Not buying yet. The sell off in stocks during the last couple of hours was not reassuring.
Don't miss out, like you normally do. Being too bearish is a bad thing. See the sig below:
Your signature talks about preparing for a correction but what an actual correction?
Good point. Let me know when we get a correction. S&P only down 5-6%. Regardless, hold steady and stick to your plan. That's the best advice to give (which is exactly what you believe in based on past posts).
Don‘t worry about me my friend. You should be more worried about yourself. I don’t buy stocks at $170 when they could be available for 15-20% cheaper. I probably made more money this year than you will ever make in your lifetime. Your posts have convinced me along with most other readers here that you know very little about investing. Your misuse of the terms “short term trading”, “bears” are one of several examples. I think I now understand what others have been saying about you.
LOL! You amuse me. I always used shorter term in context with my POV. Sorry that you have poor reading comprehension as well. I tried to help you and not miss out again on these opportunities like you did in March 2020. Don't blame me, but bears like you are doomed to fail. Just try to learn and become a better investor. Best wishes!
Dude, you are psychotic. I am almost always 100% invested in the stock market. I generate cash using options. I am a senior managing director at a hedge firm. I hedge, that’s what I do. I am immensely successful at it with a goal of having net worth of over $1 billion dollars by the time I am done.
FYI, I didn’t even know you in March 2020.
Funny comment on QS. Wasn't there a few posters taking a flyer on QS last year? The price has come down a lot:
www.cnbc.com
Cramer's lightning round: You're in good shape with Commercial Vehicle Group
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.
^^^^^ LOL! I enjoy a good fairy tale. Thanks for the laugh.
Now, if you want to stop acting like a jerk, we can forget the silliness of the past day or two and start over. Your choice.
Does that mean we can stop drooling over Bernie Marcus in the future lol. 😉
For some reason, you think that calling people “bears” or bringing up “march 2020” is insulting to people. I have defended you many times when others on this forum have trashed you. You need to tell the difference between your friends from enemies. I simply told you that AAPL at $170 or $165 is not likely to be a good buying point and somehow you made this about bears and march 2020. Get a grip and try to learn from people that are way more successful than you and are trying to help you.
Bernie Marcus is way more successful than I will ever become, but just like Bernie, I am not interested in NIL deals or donating a substantial portion of my wealth to Rutgers athletics. There are other causes (at RU) that I favor.
I listen to more successful people all the time. Sadly, your fairy tales don't make you one of them. Learn not to be jerk and people will respect you more. Just trying to help.
I’ve been trading it. Sold some at 25 and 30. Thought I bought them back cheap at 20 but not cheap now. LOLFunny comment on QS. Wasn't there a few posters taking a flyer on QS last year? The price has come down a lot:
Cramer's lightning round: You're in good shape with Commercial Vehicle Group
"Mad Money" host Jim Cramer rings the lightning round bell, which means he's giving his answers to callers' stock questions at rapid speed.
Besides the price discussion, any update on the actual tech? Any hope for it?
Haven’t really followed it recently but they were progressing with technology. Had some real world test success but it’s years away. In this market, can’t sell the dream.
It will be interesting to see how low it goes. Forget no profit or sales, they don't even have a product. Why the hell did they go public? However, I bet it will pump a bit again during the next EV excitement wave.
I’ll put it in terms you understand. Think biotech. When it hits, it hits big.
It means apple is strong if it is doing better than the s&p on down days.
The price is just an advertising mechanism. It's all about buying pressure and selling pressure. Market profile is a great tool to use to visualize this.
Also always take notice of down stocks on up days (bearish signal) and up/flat stocks on down days (bullish signal), assuming decent volume.
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UL says it won't raise it's bid for GSK's consumer health unit. Maybe it will boost the stock a little more and it can trade a little closer to where it was when this news came out. There may be wariness management is still on the lookout for a deal and could overpay. PG's health and beauty segments did well in their earnings report yesterday and I could see UL try to bolt on something like that if they can.
www.reuters.com
Unilever will not raise rejected 50 bln pound bid for GSK consumer arm
Unilever PLC on Wednesday effectively abandoned its plans to buy GlaxoSmithKline's consumer healthcare business, saying that it would not raise its 50 billion pound ($68 billion) offer that GSK previously rejected.
Jefferies downgraded F from buy to hold but raised PT from 20 to 25.
Jefferies analyst Philippe Houchois cut his rating on Ford to 'hold", from 'buy', noting that it's too early to re-rate the carmaker based on its planned drive into electric vehicle production, even as Ford looks to double the pace of its F-150 Lightning output to 150,000 units this year, and has said it's booked 200,000 reservations for the newly-unveiled electric pickup.
Houchois also bumped his price target by 5, to $20 per share, in response to higher-than-expected cash flows, and improved balance sheet and the carmaker's stake in EV startup Rivian
Ford Stock Slips Lower After Jefferies Cuts Rating, Boosts Price Target
Jefferies analyst Philippe Houchois bumped his price target on Ford to $25 per share, but lowered his rating to 'hold' as the carmaker ramps-up its electric vehicle push.
www.thestreet.com
For those of you that “do Twitter” I’ve really enjoyed this guys analysis over the last few months.
SOFI is not a stock I own or am inclined to own but I know some of you own it or like it. 30% off the lows around 12 just a couple days ago. Big boon from that bank charter news. Congrats on the gains, if you got them.
Since I am an index fund investor isn't the only thing I really care about the total amount of money invested in stocks?
If 10 years from now the amount of money invested in stocks is x times greater than the amount invested now I am fine.
If there is less money in the marker than now I am on the losing side
If 10 years from now the amount of money invested in stocks is x times greater than the amount invested now I am fine.
If there is less money in the marker than now I am on the losing side
Peloton down 24% today, will temporarily stop production due to low demand. Trading halted twice so far today.
Amazingly well timed scheduled $500 million stock sale by their insiders yesterday.
They didn't sell it yesterday, the news just came out yesterday. The sales were in 2020 and 2021. They're "planned" sales but no one knows the company better than insiders and the trajectory of news, sales etc...So these things are technically planned ahead of time but I always have the opinion the insiders have foresight of what's coming around the corner be it positive or negative. Drug company news is one I'm always skeptical of well timed insider selling/buying.
IMO, Peloton and the like are like the adult version of Tamagatchis or whatever they were called and things of that nature. It's a fad that booms and then busts. I'm sure the insiders realize that and were smart enough to get off on the boom cycle before the bust. It's product line that can be part of something else, people here have mentioned Apple Fitness, but not one that can stand alone on its own. The growth rate was unsustainable especially at premium prices.
Not entirely accurate. CEO actually reduced the amount that he had scheduled to sell during 2021. The executives are all taking big hits from this decline as only a fraction of their exposure had been sold. Prudent that they took some money off the table as the stock climbed the last few years. They produce a quality product and had been having major issues meeting demand during Covid. Ramped up production just as demand dropped off.
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