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OT: Stock and Investment Talk

I'm not well versed either, but I like to learn on the fly.

I do think if yields come down, the value of bonds with higher yeilds will go up because it's yield will be higher then new bonds coming to market.

And that's what killed SVB, they had a ton of long duration bonds at 1-2%, so when they had to sell those bonds to get money to meet withdrawals, they sold those at a big loss.

So I could just hold till maturity and earn 6.75% for the duration, or if rates come down, maybe I sell them for a nice profit.
Here is the basics. Bond yield has an inverse relationship with price. How much it moves depends on the duration of the bond. I wouldn’t have bought a mall REIT bond Because o the credit risk. You should also consider tax implications when buying bonds. QDI offers better tax treatment than ordinary interest.
 
Here is the basics. Bond yield has an inverse relationship with price. How much it moves depends on the duration of the bond. I wouldn’t have bought a mall REIT bond Because o the credit risk. You should also consider tax implications when buying bonds. QDI offers better tax treatment than ordinary interest.
Can you trade individual bonds or do you have to hold to maturity? Does that include treasuries?
 
Can you trade individual bonds or do you have to hold to maturity? Does that include treasuries?
You can trade bonds on rates and credit. Tsy is the best for rates because of liquidity. Bid/ask spread is wide if you are buying odd lots.
 
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IIPR with a beat. Company which rents warehouse space to pot growers. Nice move off those earnings.

12x P/E, 10% div, stock price has been a dog for me, but it seems to be at a good support level, and up fairly significantly off it's low in late April.

After a few years of strong growth, rev's and eps look flat into next year.
 
“If you hodl, a bad trade can transform into an investment, and a bad investment can transform into a hedge.” Confucius
Very much describes my NRG position.

First bought this in 2020 at $33 bucks. Added to the position as high as $38 in 2021.

It was $31 bucks in May of this year. But it was super cheap, paid a nice dividend, and eps was expected to rise, so I kept holding.

It has since run up to $45. I'm up 30% on the entirety of my holdings, plus the div's I've accumulated along the way.

$45 is a resistance level which goes all the way back to 2008. Hoping it can break through.

Also hoping my IIPR position I mention above follows a similar path.
 
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Very much describes my NRG position.

First bought this in 2020 at $33 bucks. Added to the position as high as $38 in 2021.

It was $31 bucks in May of this year. But it was super cheap, paid a nice dividend, and eps was expected to rise, so I kept holding.

It has since run up to $45. I'm up 30% on the entirety of my holdings, plus the div's I've accumulated along the way.

$45 is a resistance level which goes all the way back to 2008. Hoping it can break through.

Also hoping my IIPR position I mention above follows a similar path.
Great example of the benefit of adding when the opportunity arises. Well done!

FYI - On Mark Newton's monthly webinar (FS Insights). From a TA point of view, industrials and technology (especially software) looking strong through end of year. Select financials as well.
 
Great example of the benefit of adding when the opportunity arises. Well done!

FYI - On Mark Newton's monthly webinar (FS Insights). From a TA point of view, industrials and technology (especially software) looking strong through end of year. Select financials as well.
I actually added on the way up, but then added more when it was back down as well.

As I look through my portfolio I actually have a bunch of examples I could have used. As well as positions which I hoped can be examples in the future.
 
Big beat for PLTR. With this quarter in the books, PLTR now qualifies for the S&P 500.

Earnings are crushing it. From FS Insights:

PLTR is a long term hold. I would not sell the stock, but sell upside calls at resistance levels. $18 is a resistance level and I would sell calls against that levels. When it breaks through that level, then sell call at the next resistance level.
 
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PLTR is a long term hold. I would not sell the stock, but sell upside calls at resistance levels. $18 is a resistance level and I would sell calls against that levels. When it breaks through that level, then sell call at the next resistance level.
Good plan, thanks! The future addition to the S&P 500 will be a big catalyst for PLTR. On my watchlist now. Looking to start a position.
 
Bought some 2 yr's CD's at 5.75.

Think that's the end of the fixed income buying I think. At least for now.
Quick question, are you buying brokerage CDs via your E-Trade account? How much does the price/value of a CD change with changing interest rates? I read if you want to get out of a brokerage CD you have to sell it on the secondary market. Unlike a bank CD where you just pay a small penalty (i.e., few months of interest).

Not sure if this is good or bad? LOL.
 
Quick question, are you buying brokerage CDs via your E-Trade account? How much does the price/value of a CD change with changing interest rates? I read if you want to get out of a brokerage CD you have to sell it on the secondary market. Unlike a bank CD where you just pay a small penalty (i.e., few months of interest).

Not sure if this is good or bad? LOL.
Not sure, hoping to see price changes reflect changes in rates.

It does seem I can sell it, though I haven't actually done it yet, so not positive.
 
Not sure, hoping to see price changes reflect changes in rates.

It does seem I can sell it, though I haven't actually done it yet, so not positive.
It’s a 2 year CD. Rates have to move 50 bps to make 1%.
 
MSFT isn’t JUST an AI story. But it does help the narrative…

Stock is hopefully headed higher for longer…with no more Fed whammies.
 
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Nice report by RIVN. up 7%

Bad report by J. Brown's TOST. Down 17%.

FOUR, which I've been watching, reports and the the response is very muted. Up .3%
 
Has since reversed, down 3%.
Homer-DOh.png
 
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Nice pop for LLY off the approval for obesity. Thought NVO might get hit a little from the added competition but doesn’t look like it. Demand might be strong enough for both of them for now.

Lots of tubby people out there that need these medications. Huge market (pun intended).
 
Nice pop for LLY off the approval for obesity. Thought NVO might get hit a little from the added competition but doesn’t look like it. Demand might be strong enough for both of them for now.

Did MCD pop, too? LOL....
 
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So far the market is reacting well to the report, but it does have plenty of bad along with the good. Also, I assume the strike will impact Q4.
Iger said strikes will have minimal impact in the near term, it's getting the movies ready for the summer season that he said could be an issue.
 
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Iger said strikes will have minimal impact in the near term, it's getting the movies ready for the summer season that he said could be an issue.
FYI - I read a few negative analyses of the RIVN earnings report. The burn rate is still way too high at $1.5B or so. Cash on hand is $9.3B and the money only gets them to late 2025. More raising?

I have stock and LEAP calls. Wonder if I should get rid of the calls for now?
 
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