OT: Stock and Investment Talk
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Looks like a revisit of the 45s is in the cards judging by the premarket after the ER. Lowered guidance and missed earnings.
I'm willing to pick some up here in the 45s and think 42-43 would be next area after this.
Speaking of which SNAP down 30% after ER. Digital advertising disappointment among other things. Don't particularly care about SNAP but more interested to see what that means for META, GOOGL
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Sounds like SNAP is a mess due to its leadership and business model. Likely means nothing for META and GOOGL.
I'm not sure it'll be nothing but likely hurts them less. They're down in sympathy today on the digital ads news.
It’s such a dead horse at this point, but it needs to be beaten. The fact that this is still allowed is comical.
www.marketwatch.com
Nancy Pelosi's husband buys millions of dollars’ worth of Nvidia stock ahead of vote on chip-manufacturing bill
Paul Pelosi bought as much $5 million worth of stock in software and computer chip company Nvidia in June.
www.marketwatch.com
For you value shoppers, new set of 5-star Morningstar stocks:
www.morningstar.com
8 Newly Undervalued 5-Star Stocks
Burlington Stores and Goldman Sachs stocks are among those looking more attractive as the bear market drives names further into undervalued territory.
This crap is bi-partisan. Always had been. It pays to be a Washington insider. Big time.It’s such a dead horse at this point, but it needs to be beaten. The fact that this is still allowed is comical.
Nancy Pelosi's husband buys millions of dollars’ worth of Nvidia stock ahead of vote on chip-manufacturing bill
Paul Pelosi bought as much $5 million worth of stock in software and computer chip company Nvidia in June.
Russia And China Officially Announce A "New Global Reserve Currency"
And once again, as happens often with consequential news in the United States and the West, no one has noticed and no one seems to care.
Russia And China Officially Announce A "New Global Reserve Currency"
And once again, as happens often with consequential news in the United States and the West, no one has noticed and no one seems to care.
quoththeraven.substack.com
Very good week for the markets. But next week is the big show! :)
Fed on Wed. And:
Here are some other earnings reports and economic numbers to watch in the week ahead:
Monday, July 25
Fed on Wed. And:
What’s ahead
Within the portfolio, we will hear from Microsoft (MSFT) and Alphabet (GOOGL) on Tuesday after the closing bell; from Humana (HUM) on Wednesday before the opening bell; from Meta Platforms (META), Qualcomm (QCOM) and Ford (F) on Wednesday after the closing bell; from Linde (LIN) and Honeywell (HON) on Thursday before the opening bell; from Apple (AAPL) and Amazon (AMZN) on Thursday after the bell; and from Procter & Gamble (PG), Chevron (CVX) and AbbVie (ABBV) on Friday before the opening bell.Here are some other earnings reports and economic numbers to watch in the week ahead:
Monday, July 25
- Before the bell: Philips (PHG), Newmont Goldcorp (NEM), ROM Inc (RPM), Dorman Products (DORM), Squarespace (SQSP)
- After the bell: Whirlpool (WHR), Universal Health (UHS), NXP Semi (NXPI), Packaging Corp (PKG), Celestica (CLS), Logitech (LOGI), Crane (CR), Brown & Brown (BRO), F5 Networks (FFIV)
- Before the bell: Centene (CNC), General Motors (GM), Archer-Daniels (ADM), UPS (UPS), Albertsons (ACI), General Electric (GE), Raytheon Tech (RTX), Coca-Cola (KO), 3M (MMM), McDonald’s (MCD), Kimberly-Clark (KMB), Fiserv (FISV)
- After the bell: Chubb (CB), Visa (V), Mondelez (MDLZ), Texas Instruments (TXN), Stryker (SYK), Canadian Rail (CNI), Chipotle (CMG)
- 10:00 a.m. EST: New Home Sales
- Before the bell: United Micro (UMC), T-Mobile (TMUS), Bunge (BG), Boeing (BA), Bristol-Myers (BMY), General Dynamics (GD), Kraft Heinz (KHC), Penske Auto (PAG), Sherwin-Williams (SHW), Waste Management (WM), Otis (OTIS), Norfolk Southern (NSC), Spotify (SPOT), Rockwell Automation (ROK), Shopify (SHOP)
- After the bell: Molina Health (MOL), Flex (FLEX), CH Robinson (CHRW), Lam Research (LRCX), United Rentals (URI), Equinix (EQIX), ServiceNow (NOW), Hologic (HOLX), Teledoc (TDOC), Etsy (ETSY)
- 8:30 a.m. EST: Durable Goods Orders
- 10:00 a.m. EST: Pending Home Sales
- 2:00 p.m. EST: FOMC Meeting
- Before the bell: Valero (VLO), Stellantis (STLA), Comcast (CMCSA), Pfizer (PFE), Anheuser-Busch (BUD), Merck (MRK), Thermo Fisher (TMO), Northrup Grumman (NOC), Southwest Air (LUV), Altria (MO), Mastercard (MA), LKQ (LKQ), Textron (TXT), Martin Marietta (MLM), Fortive (FTV), Vista Outdoor (VSTO), Pitney Bowes (PBI)
- After the bell: Intel (INTC), US Steel (X), Edison (EIX), Olin (OLN), VF Corp (VFC), Yum China (YUMC), Chemours (CC), Edwards Lifesciences (EW), Digital Realty (DLR), Roku (ROKU)
- 8:30 a.m. EST: Gross Domestic Price Index
- 8:30 a.m. EST: Initial Jobless CLaims
- Before the bell: Exxon (XOM), Phillips 66 (PSX), LyondellBasell (LYB), Charter (CHTR), Imperial Oil (IMO), Enbridge (ENB), AstraZeneca (AZN), Magna (MGA), CNH Industrial (CNHI), Colgate-Palmolive (CL)
- 8:30 a.m. EST: Personal Spending and Income
Can you build a time machine and buy some 3 years ago? I’m more worry about the stock is going, not what it did 3 years ago. Stop living in the past.
"Can you build a time machine and buy some on Jan 1? I’m more worry about the stock is going, not what it did since the beginning of the year. Stop living in the past"
FIFY.
Congrats on contradicting your first post.
You = LOL
Without reading I think the general thesis is, inflation has peaked, and much of the underlying data is suggesting a strong roll over.
It's also taking into account that .75 moves in back to back months are well above expectations from couple months back.
I've been sitting with around 1/3 of my portfolio in cash, but putting that money to work selling puts.
That led to a buy in chpt and plug recently, which I immediately sold calls on, chpt hit that mark and was sold for about 20% gain, plus the premium.
Just bought more snap due to an excersised put in Snap. Got it at around $10.80, think it's under $10 as of close on Friday. I'll sell $11 calls for this upcoming week and then take it from their.
Is this strategy working in general? Haven't really compared my performance over the past month or so vs's the indices, doing OK though I think.
That led to a buy in chpt and plug recently, which I immediately sold calls on, chpt hit that mark and was sold for about 20% gain, plus the premium.
Just bought more snap due to an excersised put in Snap. Got it at around $10.80, think it's under $10 as of close on Friday. I'll sell $11 calls for this upcoming week and then take it from their.
Is this strategy working in general? Haven't really compared my performance over the past month or so vs's the indices, doing OK though I think.
Have to love the irony coming from these 2 dictators.Russia And China Officially Announce A "New Global Reserve Currency"
And once again, as happens often with consequential news in the United States and the West, no one has noticed and no one seems to care.
Russia And China Officially Announce A "New Global Reserve Currency"
And once again, as happens often with consequential news in the United States and the West, no one has noticed and no one seems to care.
"In June, Putin also accused the West of ignoring"the basic principles of [the] market economy" such as free trade. "It undermines business interests on a global scale, negatively affecting the wellbeing of people, in effect, of all countries," he said.
President Xi echoed Putin’s sentiments, according to a June writeup by Bloomberg:
This is a true, but you can still buy it low, for a relatively safe trade. Or even a mid term safe haven investment.
True, but likely better options now. I did my first legit short term trade with the spare cash in one of my IRA rollover accounts. Bought SOXL at 11.66 and sold it for just over 19! My $3500'ish is now $6000. LOL! I'm looking for the next opportunity.
Still don't understand options! I was planning to figure them out, but then I discovered the leveraged ETFs. That's my fun plays.
I have done this as well. It works until it doesn't. At some point you may end up selling calls for pennies and it takes a long time to get back to break even. One stock I used to do this on a lot was TTD. Decided it was not worth all the extra work to manage or watch.
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Not a name I own or ever owned but feel like it has been brought up here in the past.
www.cnbc.com
Weber shares tank as grill maker announces CEO departure amid disappointing sales
Shares of Weber tumbled after the company said CEO Chris Scherzinger is departing amid waning consumer demand.
I did my part and bought a new one to replace my old one. They make a great product at a premium pricing.Not a name I own or ever owned but feel like it has been brought up here in the past.
Weber shares tank as grill maker announces CEO departure amid disappointing sales
Shares of Weber tumbled after the company said CEO Chris Scherzinger is departing amid waning consumer demand.
Not a name I own or ever owned but feel like it has been brought up here in the past.
Weber shares tank as grill maker announces CEO departure amid disappointing sales
Shares of Weber tumbled after the company said CEO Chris Scherzinger is departing amid waning consumer demand.
Thinking of Weber - Texas livestock ranching is a mess.
The Texas drought and hay prices are forcing ranchers to sell off their stock
Lines at auctions go for miles
Experts for that market say beef and other meat prices will fall soon
The back swing is that there will be less replacement livestock and prices will go back up in a year or two
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Seeing tons of articles that investors/street predict the Fed will begin CUTTING rates in early 2023 to help the sagging economy. QE3 coming soon!Not a name I own or ever owned but feel like it has been brought up here in the past.
Weber shares tank as grill maker announces CEO departure amid disappointing sales
Shares of Weber tumbled after the company said CEO Chris Scherzinger is departing amid waning consumer demand.
Buy ARK? :)
Yea I've seen that in the last couple weeks but I'm still skeptical but we'll see.
???
"Seeing tons of articles" that the Fed is raising rates another 75 bps this week and will continue that course at least thru late Fall. After that? Well, we'll have to see about inflation and the economy. Right now, recession is here. Question is: how deep and for how long.
Investment trend shifting to quality dividend payers in this period of uncertainty. Even these type equities may become cheaper with a market adjustment of 20% or more, a drop that is more likely than not.
But you go ahead and build that ARK....
Why take it personally? I'm merely emphasizing the other view. You know, "reality." LOL...
You knee-jerked the "other" view, which was essentially part of the stories I am citing. Rate increases now, cuts coming early next year to get the economy moving again. Very bullish for the stock market.
Well... you're wanting to skip waaaay ahead. My citing the opposing view is to highlight we have much to work thru. I'm all for finding market opportunities and making $$$. And while I applaud your persistent enthusiasm, I "think" we're in for a rough patch, so I urge caution, or prudence. Long-term, I'm a believer. Short-term, not so much.
Interesting analysis. Looks like bond funds have been hit the hardest (based on outflows):
www.morningstar.com
7 Charts on Where Investors Are Putting Their Money in 2022
Despite a bear market in stocks and brutal start to the year in bonds, fund investors are hanging tight.
Walmart shares slump after retailer cuts profit outlook on inflation concerns
Walmart CEO Doug McMillon said aggressive markdowns on items such as clothing are also hurting margins.
Expected. They massively screwed up their inventory last Q and it will take a while to work it out.Walmart shares slump after retailer cuts profit outlook on inflation concerns
Walmart CEO Doug McMillon said aggressive markdowns on items such as clothing are also hurting margins.
Target has that issue. Walmart didn’t give any warning like that until now. This sounds more like demand destruction vs poor inventory management.
