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OT: Stock and Investment Talk

Mention of Jefferies note on FB that their share buyback could provide a floor for it. Josh Brown had an order filled for a trade around 190...one that he had out there when it was way higher. I feel like the sentiment for it is changing a small bit. It's been an absolute dog and not a bounce at all, dead cat or otherwise, since earnings. Around 13 times now and value types could be interested. Had an order for some in the 180s for it today but it didn't get to me.
 
Mention of Jefferies note on FB that their share buyback could provide a floor for it. Josh Brown had an order filled for a trade around 190...one that he had out there when it was way higher. I feel like the sentiment for it is changing a small bit. It's been an absolute dog and not a bounce at all, dead cat or otherwise, since earnings. Around 13 times now and value types could be interested. Had an order for some in the 180s for it today but it didn't get to me.
Less about the company over the past week and more about the market environment. FB will be fine and bounce back (like it has done in the past).
 
"Moscow is willing to negotiate terms of surrender with Kiev regarding the ongoing Russian military offensive currently taking place in Ukraine, Kremlin Press Secretary Dmitry Peskov said on Thursday.

According to Peskov, Russian President Vladimir Putin has expressed his preparedness to engage in discussions with his Ukrainian counterpart, with a focus on obtaining a guarantee of neutral status and the promise of no weapons on its territory.

These are terms that, according to Peskov, would enable the achievement of the demilitarization and denazification of Ukraine, and eliminate what Russia currently views as a threat to the security of its state and people."

 
"Moscow is willing to negotiate terms of surrender with Kiev regarding the ongoing Russian military offensive currently taking place in Ukraine, Kremlin Press Secretary Dmitry Peskov said on Thursday.

According to Peskov, Russian President Vladimir Putin has expressed his preparedness to engage in discussions with his Ukrainian counterpart, with a focus on obtaining a guarantee of neutral status and the promise of no weapons on its territory.

These are terms that, according to Peskov, would enable the achievement of the demilitarization and denazification of Ukraine, and eliminate what Russia currently views as a threat to the security of its state and people."

Sounds good. I guess everything is over. :)
 
"Moscow is willing to negotiate terms of surrender with Kiev regarding the ongoing Russian military offensive currently taking place in Ukraine, Kremlin Press Secretary Dmitry Peskov said on Thursday.

According to Peskov, Russian President Vladimir Putin has expressed his preparedness to engage in discussions with his Ukrainian counterpart, with a focus on obtaining a guarantee of neutral status and the promise of no weapons on its territory.

These are terms that, according to Peskov, would enable the achievement of the demilitarization and denazification of Ukraine, and eliminate what Russia currently views as a threat to the security of its state and people."

You really believe that? Today I’ve heard for the first time that the U.S. is now considering offensive cyber measures against Russia. Putin increasingly isolated and some question about his paranoid mental status
 
You really believe that? Today I’ve heard for the first time that the U.S. is now considering offensive cyber measures against Russia. Putin increasingly isolated and some question about his paranoid mental status
Do you (or anyone) understand the background to this? I wasn't paying enough attention. Did Putin view Ukraine as a growing legit threat? Was it about pipelines? I haven't been able to figure out the rationale for all this yet. Just curious.
 
"Moscow is willing to negotiate terms of surrender with Kiev regarding the ongoing Russian military offensive currently taking place in Ukraine, Kremlin Press Secretary Dmitry Peskov said on Thursday.

According to Peskov, Russian President Vladimir Putin has expressed his preparedness to engage in discussions with his Ukrainian counterpart, with a focus on obtaining a guarantee of neutral status and the promise of no weapons on its territory.

These are terms that, according to Peskov, would enable the achievement of the demilitarization and denazification of Ukraine, and eliminate what Russia currently views as a threat to the security of its state and people."

NO!
 
You really believe that? Today I’ve heard for the first time that the U.S. is now considering offensive cyber measures against Russia. Putin increasingly isolated and some question about his paranoid mental status
I don’t believe it. Putin ain’t shutting down an invasion that’s lasted less than 24 hours.
 
if your hold period is 10 years, buy the stocks you like. If you are trading, stay patient.
I am buying index funds for 2 reasons

college for a 3 year old and an investment account that will be passed to my daughter

So I will just keep buying

My retirement is already set
 
Do you (or anyone) understand the background to this? I wasn't paying enough attention. Did Putin view Ukraine as a growing legit threat? Was it about pipelines? I haven't been able to figure out the rationale for all this yet. Just curious.
Putin has written essays for years about the breakup of the CCCP and has goals to recreate the Soviet Union. He’s currently claiming that his “military action” is to “denazify” Ukraine that is committing genocide on its Russian population.
 
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I am buying index funds for 2 reasons

college for a 3 year old and an investment account that will be passed to my daughter

So I will just keep buying

My retirement is already set
Absolutely keep buying and stick to the plan. Getting some nice discounts which will pay off in the future.
 
Putin has written essays for years about the breakup of the CCCP and has goals to recreate the Soviet Union. He’s currently claiming that his “military action” is to “denazify” Ukraine that is committing genocide on its Russian population.
Obvious, this is BS as a stated reason. Just wondering why now and what was the big reason (if other than Putin just going Putin).

On the bright side, picked up more ETH when it dipped below $2500. :)
 
How the heck is Weber in the green with natural gas prices and propane set to sky-rocket? I’m not complaining because I bought it recently on the earnings dip but makes no sense. Lots of strange moves today.
 
How the heck is Weber in the green with natural gas prices and propane set to sky-rocket? I’m not complaining because I bought it recently on the earnings dip but makes no sense. Lots of strange moves today.
Bizatch, men gotta grill. Ironically, I need to buy a new grill and will definitely buy another Weber (likely in the next week or two via the local True Value).
 
Bizatch, men gotta grill. Ironically, I need to buy a new grill and will definitely buy another Weber (likely in the next week or two via the local True Value).
I bought the stock mainly because I viewed it as best of breed plus an under the radar reopening play for the Spring/Summer.
 
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Reverse of yesterday, today it's from negative to just about positive. Staples still mostly red and now tech is no longer 50-50 on my screen. Pretty much all green and the names with good earnings and guidance "nicely" green. Stick with quality, good earnings and reasonable valuation.

edit: should add that I'd still sell into the strength, at least somewhat
 
Reverse of yesterday, today it's from negative to just about positive. Staples still mostly red and now tech is no longer 50-50 on my screen. Pretty much all green and the names with good earnings and guidance "nicely" green. Stick with quality, good earnings and reasonable valuation.

edit: should add that I'd still sell into the strength, at least somewhat
Agree - I plan to sell some positions on strength and look for cheaper entry points, especially when I fully expect to wake up to some Putin BS tomorrow morning since it’s midnight in Moscow right now.
 
Agree - I plan to sell some positions on strength and look for cheaper entry points, especially when I fully expect to wake up to some Putin BS tomorrow morning since it’s midnight in Moscow right now.
I didn't get FB but other names I did get I sold already. Not waiting til tomorrow. If it goes up more so be it. I'd worry more about how much traders will want to go long into the weekend.
 
I bought the stock mainly because I viewed it as best of breed plus an under the radar reopening play for the Spring/Summer.
Weber is out of the universe I play in but I view HD in the same fashion though with regards to Spring.
 
Reverse of yesterday, today it's from negative to just about positive. Staples still mostly red and now tech is no longer 50-50 on my screen. Pretty much all green and the names with good earnings and guidance "nicely" green. Stick with quality, good earnings and reasonable valuation.

edit: should add that I'd still sell into the strength, at least somewhat
What a beautiful day (except for all that war stuff). The market loves clarity, even if the news is bad. Looking forward to the Fed providing clarity on rates in a few weeks. Plan accordingly!
 
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Weber is out of the universe I play in but I view HD in the same fashion though with regards to Spring.
It was for me too, but when I saw it drop below $9 after recent earnings, and I’m itching to buy a new grill this Spring, I couldn’t resist. It’s a total spec play for me.
 
It was for me too, but when I saw it drop below $9 after recent earnings, and I’m itching to buy a new grill this Spring, I couldn’t resist. It’s a total spec play for me.
I can tell by the names you bring up your universe is wider than mine. I've been doing this for quite awhile but I still generally stick with large/megacap names with just occasional forays outside of that. It ameliorates my conservative bent and comfort level.
 
What a beautiful day (except for all that war stuff). The market loves clarity, even if the news is bad. Looking forward to the Fed provide clarity on rates in a few weeks. Plan accordingly!
For me the invasion of this scale was unexpected. I didn't think he'd go that far but I still think it will likely be a short term thing even though it's bad unless it spreads to China/Taiwan in some fashion. Outside of that I still think the issue overhanging the market is inflation and rates. That's part of why I still say sell into strength.
 
For me the invasion of this scale was unexpected. I didn't think he'd go that far but I still think it will likely be a short term thing even though it's bad unless it spreads to China/Taiwan in some fashion. Outside of that I still think the issue overhanging the market is inflation and rates. That's part of why I still say sell into strength.
Long-term holders.....buy the dips. Sadly, I missed out this morning due to work.
 
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I can tell by the names you bring up your universe is wider than mine. I've been doing this for quite awhile but I still generally stick with large/megacap names with just occasional forays outside of that. It ameliorates my conservative bent and comfort level.
I’m still brazen and young enough that I believe I can be a stock picker. I’ve had a fair amount of success and been trying to diversify beyond Big Tech since I have rather large GOOG and FB positions. At some point, I’m sure I’ll get bored or get burned.
 
I’m still brazen and young enough that I believe I can be a stock picker. I’ve had a fair amount of success and been trying to diversify beyond Big Tech since I have rather large GOOG and FB positions. At some point, I’m sure I’ll get bored or get burned.
I'm not that old only in my 40s but I was like this when I was younger too...that's just my conservative nature. Plus I never consider my knowledge base to be enough even after all the time I've been doing it. So with that, imo if you stick with high quality (dividends are a great bonus) at a reasonable valuation even if you mistake the timing, over the long haul you should be okay. Always have cash to average down as well. Charting and technicals can help in picking spots with that or for using stops IMO.

I'm not only in Big Tech. Like I said earlier, I barely participated in this thread until the market and Big Tech finally starting coming down and into somewhat reasonable or reasonable valuations. But I own and trade stocks in other sectors...staples, retail, utilities, industrials, telcom, media, pharma etc..but inside those sectors it will still be large/megacap names mostly. That's just me, everyone is different. There's always the temptation for "get rich quick" but I'm more "don't go poor quick" lol.
 
I'm not that old only in my 40s but I was like this when I was younger too...that's just my conservative nature. Plus I never consider my knowledge base to be enough even after all the time I've been doing it. So with that, imo if you stick with high quality (dividends are a great bonus) at a reasonable valuation even if you mistake the timing, over the long haul you should be okay. Always have cash to average down as well. Charting and technicals can help in picking spots with that or for using stops IMO.

I'm not only in Big Tech. Like I said earlier, I barely participated in this thread until the market and Big Tech finally starting coming down and into somewhat reasonable or reasonable valuations. But I own and trade stocks in other sectors...staples, retail, utilities, industrials, telcom, media, pharma etc..but inside those sectors it will still be large/megacap names mostly. That's just me, everyone is different. There's always the temptation for "get rich quick" but I'm more "don't go poor quick" lol.
FYI - if you bought TQQQ during the morning dip, you would have made a nice 22% by the close. :)
 
FYI - if you bought TQQQ during the morning dip, you would have made a nice 22% by the close. :)
Yea leveraged ETFs aren't my thing either. Had some experience with these "ultra" etfs during the crash and I think it can be a sort of hedge for a short term but it's not for me. They don't always react the way you expect either so I stay away now.

Have to feel comfortable in the sandbox you're playing in (know your own psychology and knowledge base like I've said) and that's not one for me.
 
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Does a P/E of over 100 concern you? That is awfully high, IMO.
This is one of those things I can't quite figure out.

If you look up CRM's P/E it says 100x.

If you look at their ttm eps it's about $5. Which would make the P/E 40x. The P/E trend chart also backs up that it is 40x.

As I don't know where that 100x comes from I go with the 40x given the reported EPS. If anyone would care to explain why that is right or wrong, I'd appreciate it.
 
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Reverse of yesterday, today it's from negative to just about positive. Staples still mostly red and now tech is no longer 50-50 on my screen. Pretty much all green and the names with good earnings and guidance "nicely" green. Stick with quality, good earnings and reasonable valuation.

edit: should add that I'd still sell into the strength, at least somewhat
I was down 2% early, finished up 2%.

I don't have much faith that this one sticks, but it's better then up early but down at the close.
 
TELL up 18%
MAXR up 14%.

Been waiting for awhiles on both of these. TELL got back into the green. MAXR still red for me, but it just had a good earnings and the EPS is looking for excellent growth in the next couple years(though rev's expected for much more modest growth).
 
Yea leveraged ETFs aren't my thing either. Had some experience with these "ultra" etfs during the crash and I think it can be a sort of hedge for a short term but it's not for me. They don't always react the way you expect either so I stay away now.

Have to feel comfortable in the sandbox you're playing in (know your own psychology and knowledge base like I've said) and that's not one for me.
Funny thing, playing in the crypto market prepped me for leveraged ETFs. +/- 10% swings are not uncommon with crypto. The market is in such correction territory that I like these plays now. I'm not really a stock picker and don't want to bother with so much research and tracking. I moved my recent stock buys into my long-term hold stock account (14 total holdings: 11 big techs and 3 crypto stocks). My "fun" account is now just focused on the leveraged ETFs.
 
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