I’ve been adding dividend plays to my portfolio for past 2 months. I own SPG and am considering adding more. In retail AEO. I also like MS.For all you dividend lovers out there:
Jim Cramer says these 10 high-yielding dividend stocks should be on your shopping list
"This indiscriminate selling has created many stocks with absurdly high yields that also happen to be dirt-cheap on an earnings basis," Cramer said Wednesday.www.cnbc.com
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Love dividend stocks, very well suited for my conservative nature. Most of my longer term holds of divy stocks are in the usual areas...staples, utilities, telcom etc... Although it's been a very long time since I've added a utility as a long term hold. All these kind of stocks had a crazy run up in the last decade or more because of low rates. Those days 5-6+% yield was fairly normal now if you get 4% in these kind of stocks it's somewhat premium.For all you dividend lovers out there:
Jim Cramer says these 10 high-yielding dividend stocks should be on your shopping list
"This indiscriminate selling has created many stocks with absurdly high yields that also happen to be dirt-cheap on an earnings basis," Cramer said Wednesday.
I'm with you and like I say I'm a simple minded guy. I'm wary if you're not making money and you have to go to other metrics to measure a company beyond earnings/profits. Everyone isn't AMZN and most don't have an AWS like jewel and cash flow generating beast waiting in the wings. I think too many companies have gotten "preferential" treatment like that because of all the money floating out there.
American Eagle warns of earnings hit due to higher freight costs
Apparel chain American Eagle Outfitters said it expects its earnings to decline in the first half of 2022, after hitting a more than 10-year high last year.
KR up 5-6% in the premarket on earnings and guidance.
Citi upgrades US stocks and global IT sector to overweight
www.cnbc.com
www.reuters.com
Citi upgrades US stocks and global IT sector to overweight
Kroger upbeat for 2022 as grocery demand, online deliveries power sales
Kroger forecast annual same-store sales and profit above market expectations on Thursday, encouraged by strong demand for its pick-up and delivery services.
Citigroup hikes U.S. equities to 'overweight', sees demand for growth stocks
Citigroup upgraded U.S. equities to "overweight" rating on Thursday on analysts' expectations of a revival in appetite for growth stocks due to a sharp drop in bond yields following the Ukraine-Russia crisis.
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Fortunately I didn’t own AEO but do like the store and bet it rebounds big in 2H. It’s on my short list but I’ve avoided retail for the most part due to supply chain crap and labor issues.American Eagle warns of earnings hit due to higher freight costs
Apparel chain American Eagle Outfitters said it expects its earnings to decline in the first half of 2022, after hitting a more than 10-year high last year.
Defense names NOC, LMT, RTX down at the open again.
MS with another note on T that the Warner Media spinoff should unlock value and drive upside for the stock. Not sure that anything new was said though.
MS with another note on T that the Warner Media spinoff should unlock value and drive upside for the stock. Not sure that anything new was said though.
Yes, I also suspect that many relatively new investors—and there have been lots since Covid—often tend to do focus more on momentum than “tradition” fundamentals. This contributes to high valuations. This was certainly true in the dot.com boom and probably has contributed to high valuations over the past couple of years. My opinion, anyway…
Re: T = SOS…although I’m still holding a decent size position because I am bullish on the WM/Disc combo. And, at the same time, figure how could T screw up any worse at this point.
Bill Gross sees possibility of stagflation, says he wouldn't be a buyer of stocks here
Bill Gross, the one-time bond king, said he sees the possibility of stagflation in the economy and he wouldn't buy stocks aggressively now.
Retailers start to warn of business impact from Russia's invasion of Ukraine
Some retailers, including Victoria's Secret, are warning about business impacts from the Ukraine crisis. Others, like Nike, have suspended operations in Russia.
There is also enhanced focus on PEG as an important metric for company valuation. Tech has such high growth, including the big boys, it can justify higher PEs now.
Bill Gross pushing bonds. I wonder why? 😁Bill Gross sees possibility of stagflation, says he wouldn't be a buyer of stocks here
Bill Gross, the one-time bond king, said he sees the possibility of stagflation in the economy and he wouldn't buy stocks aggressively now.
Retailers start to warn of business impact from Russia's invasion of Ukraine
Some retailers, including Victoria's Secret, are warning about business impacts from the Ukraine crisis. Others, like Nike, have suspended operations in Russia.
I asked you this once but you didn't answer. What's a reasonable PEG in your opinion?
I've heard from several investors that their benchmark is 1. Lower than 1 is cheap, higher than 1 is still expensive. Obviously, one size doesn't fit all, but this seems to be a rule of thumb. So a company with a 40 PE but has a 40% growth is a 1. Seems logic to me.
You should look at the PEGs of some of these companies even the top names it’s like 2, 3, 4 etc…you should be gobbling up FB by the ton by that metric…iirc that was one of not many that I checked actually below 1.
Yes, FB is super cheap right now. PEG is a good metric, but obviously is doesn't help with price to sales companies.
I don’t think he pushed anything in particular just his opinion on economic outlook and being cautious. I’m sure everyone talks their book but it’s good to hear opinions from all points of view and come up with your own conclusions.
From the article:
Gross said he chooses to be a cautious stock picker, adding that he holds interests in oil pipelines, partnerships that are tax-free.
“I wouldn’t be a buyer of stocks here. I’d simply be a cautious investor,” Gross said. “There are ways around this in terms of earning a decent return without buying stocks and taking that outright risk, or selling bonds, which we found in the last few weeks involves significant risk as well.”
Pimco was notorious for underperforming with Gross in charge, which is why he was sued and booted. Beware.....
Disney+ could get cheaper, but with ads - 9to5Mac
Even though Disney+ is (currently) one of the cheaper streaming services, the company is looking to offer a more affordable tier with ads.
9to5mac.com
Van Eck Russia ETF (RSX), less than a month ago was trading at >$25. Today's closing price: $5.79
COST earnings sounded solid to good but down a little after hours. Same store sales growth a little below expectations
www.reuters.com
Costco beats estimates as shoppers flock back to stores
Costco Wholesale Corp beat Wall Street estimates for quarterly revenue and profit on Thursday, as consumers returning to its stores bought more groceries and splurged on high-margin items such as jewelry and home furnishing goods.
Ukrainian officials say nuclear power plant secure after Russian attack
Russia's invasion of Ukraine enters its second week Thursday as fighting continues across the smaller country.
So is RSX a buy yet? 😜Ukrainian officials say nuclear power plant secure after Russian attack
Russia's invasion of Ukraine enters its second week Thursday as fighting continues across the smaller country.
I don’t pay attention to it but as a big speculation gamble there can always be a spot to step in on a sort of lotto ticket. With Putin still in power I’m not sure how it improves meaningfully but if by some chance he got taken out I’m sure you’d see a huge bounce.
You know I mentioned I got burned in financials during the crisis but in that same sector I made money on the preferreds both on interest and when they eventually got called back at par. Not particularly related to Russia, although who knows down the line, but there can always be point where something might be worth taking a gamble on even when things look utterly bleak. GE some time back I mentioned here as well I went in on and still own some and that was just about as lousy as it gets and that worked out as well. It’s always possible a diamond is buried deep in a pile of crap lol.
LOL! Put $1K lottery ticket on RSX and see if it goes back to pre-crisis level with a nice 5x.
That's right, you were the GE poster from last year, correct?
Yea I was and that’s about all I posted in this thread for the most part because I didn’t care about most of the names talked about or the valuations. Like I said I only started participating more in this thread when the market started falling.
As to Russia, I don’t know what price that would be worth the lotto ticket gamble but say even if Putin doesn’t get taken out and some sort of deal can be brokered then I could see it shoot up too. I don’t know about 5x but maybe 2x but again I don’t know where the correct price for that gamble is if anyone was so inclined. It takes some real balls of steel and willingness to lose the money.
And I bet RSX will continue to go lower for the next few trading days. I own a bunch of GE via my T Rowe funds, especially PRWCX.
I’m sure there will come a point when RSX is worth the gamble…I’m guessing right after world cuts off Russian oil/gas.
Dow sheds 180 points, slides for 4th straight week as Ukraine war weighs on markets
Stocks fell on Friday after Russian forces attacked a nuclear plant in Ukraine.
I guess Putin wants to one up Chernobyl. BTW, one of the best HBO miniseries ever!
Damn straight! Gotta but these artificial dips. Such bad news is emotional, but Russia is only 3% of the global economy and UKR is 0.5%. No biggie.
Early Christmas for non-CL investors! And selfishly, the timing is picture perfect for me. Bonuses paid out a few days ago. Large LTI/equity awards granted at close of market next Monday. Let's go! :)
Hopefully the wind is blowing towards Russia. Now THAT would be great.
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