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OT: Stock and Investment Talk

T2Kplus20 said:
PCE Core = 2.8% YoY
This is a perfectly fine level (and based on last week's PPI and CPI, will likely tick down again at the end of the month).

Life it good. Time for the Fed to get back to a neutral level. Probably 3.5% to 3.75%.
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Being a little high now though, after a couple years of very high, makes it feel like it's higher then it is.

It's only 2.8% yoy, but over a 4 years basis it's still very high.

I think multiple time frames need to be considered, mom, yoy, multi year.
 
RU-05 said:
Weed stock SNDL has been trending the past couple days on Reddit. For those that may want to throw a wager down on a meme.

It jumped off it's lows in March and is up a near double. Has consolidated down and then up since and trying to break out past that early April high.

The long term chart is terrible, the one year though looks pretty good. Built a base, took a run, consolidated, and is now looking to break out.

I guess there is a fundamental story hear, but they don't actually report earnings consistently. Or at least E-Trade doesn't post their earnings.
Click to expand...
Another 2021 meme stock favorite. WSB is running the same playbook back .
 
Rutgers Chris said:
Another 2021 meme stock favorite. WSB is running the same playbook back .
Click to expand...
There are some fresh one's, but yeah.

I remember going to the Reddit board in 2021, and I've been on it this week. What a shit show.

But I did hit on FFIE for a one day 200% run thanks to said shit show, so just need to sift through.
 
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RU-05 said:
There are some fresh one's, but yeah.

I remember going to the Reddit board in 2021, and I've been on it this week. What a shit show.

But I did hit on FFIE for a one day 200% run thanks to said shit show, so just need to sift through.
Click to expand...
The SEC somehow fumbled the biggest case against the top PND team from that time. Don’t see why it would stop now.

thedeepdive.ca

Zack Morris And Atlas Trading See Criminal Case Dismissed

The criminal case against social media personalities led by Zack Morris has been dismissed without prejudice by the United States District Court. Morris (legally Edward Constantinescu) is in a lega…
thedeepdive.ca thedeepdive.ca
 
Rutgers Chris said:
The SEC somehow fumbled the biggest case against the top PND team from that time. Don’t see why it would stop now.

thedeepdive.ca

Zack Morris And Atlas Trading See Criminal Case Dismissed

The criminal case against social media personalities led by Zack Morris has been dismissed without prejudice by the United States District Court. Morris (legally Edward Constantinescu) is in a lega…
thedeepdive.ca thedeepdive.ca
Click to expand...
I knew Zack was no good. He was always scheming and getting in trouble with Slater.
 
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GLOB's been a dud YTD, down more then 25%, reported last week, sold off on that too. Currently $167.

But MS has a buy rating on it, a $260 price target. Saying this:

"+15.6% growth guide at mid-point for 2024 remains an industry leading number by a wide margin. We remain OW and note recent results from peers took GLOB's valuation to multi-year lows."


Im down 15% and I hate the ticker, but price target's range from $200 to MS's $267. Not a big position for me, so probably a good time to add.

10 year still looks pretty good, as it ran a nice consistent 10x from 2014 to precovid March 2020. Had a speed wobble since, running up to $350 in 2021 before falling back down to those precovid highs in the $140's in 2023. And then since running up and then falling back. Would like to see that oscillation even out(or not? if I can time a sale) but the long term trend looks upward.
 
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RU-05 said:
GLOB's been a dud YTD, down more then 25%, reported last week, sold off on that too. Currently $167.

But MS has a buy rating on it, a $260 price target. Saying this:

"+15.6% growth guide at mid-point for 2024 remains an industry leading number by a wide margin. We remain OW and note recent results from peers took GLOB's valuation to multi-year lows."


Im down 15% and I hate the ticker, but price target's range from $200 to MS's $267. Not a big position for me, so probably a good time to add.

10 year still looks pretty good, as it ran a nice consistent 10x from 2014 to precovid March 2020. Had a speed wobble since, running up to $350 in 2021 before falling back down to those precovid highs in the $140's in 2023. And then since running up and then falling back. Would like to see that oscillation even out(or not? if I can time a sale) but the long term trend looks upward.
Click to expand...
Looks like they are down recently due to a close competitor s'ing the bed. Probably a good time to add.

Speaking of new ideas. I like to review new positions from my favorite fund managers (5-star gold that have CRUSHED their indexes). Some plays to think about.

David Giroux - T Rowe Capital Appreciation - PRWCX (brand new positions last quarter):

VLTO - Industrial
RTX - Industrial
TMO - Healthcare
LAM - Tech
AME - Industrial
KLAC - Tech
MCD - Consumer D
HUM - Healthcare (this one is brand new, but he 3x'ed the position)

Both the last two seem to be bottom-feeding/rebound rally plays.
 
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T2Kplus20 said:
Looks like they are down recently due to a close competitor s'ing the bed. Probably a good time to add.

Speaking of new ideas. I like to review new positions from my favorite fund managers (5-star gold that have CRUSHED their indexes). Some plays to think about.

David Giroux - T Rowe Capital Appreciation - PRWCX (brand new positions last quarter):

VLTO - Industrial
RTX - Industrial
TMO - Healthcare
LAM - Tech
AME - Industrial
KLAC - Tech
MCD - Consumer D
HUM - Healthcare (this one is brand new, but he 3x'ed the position)

Both the last two seem to be bottom-feeding/rebound rally plays.
Click to expand...
Also, both my awesome Fidelity growth funds doubled their SNOW positions last quarter, obviously due to the pullback. SNOW continues to be one of my largest plays.
 
T2Kplus20 said:
Also, both my awesome Fidelity growth funds doubled their SNOW positions last quarter, obviously due to the pullback. SNOW continues to be one of my largest plays.
Click to expand...
I'm in it for a mid sized position. Fairly recent addition to the portfolio.

MS has them equal wieght.
 
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I have PRU looking to break out through $120, a level it had been rejected off twice before, dating back to 2018.

No such thing as a triple top?

Problem for Pru is there just hasn't been much EPS growth since 2018. That double top rejection was well earned, a triple top may be as well.

It's one of my first buy's having bought it in March 2020, but if it's $115 in a couple weeks, I might be out.
 
T2Kplus20 said:
Any thoughts on ZETA? Started buying in the high $15's. I think this can be a big AI application winner. Stepping on CRM's toes. Only $3.5B cap.

Doing well on my PFE calls. Also bought SOFI $7 leap calls a few weeks ago. So far so good.
Click to expand...
I don't know much about ZETA so can't comment. HPE maybe a dark horse candidate in this server market for AI. I know they have the money to invest, but not a 100% sure about their product. I know they have been trying to upgrade their products to prepare for competition with SMCI and DELL, but time will tell if they can make a dent. I have a very small position for now.
 
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Down goes Mike Wilson.

One of the Last Big Bears on Wall Street Turns Bullish on US Stocks
Strategist hikes S&P 500 12-month target by 20% to 5,400
Wilson says macro environment becoming harder to predict

 
What happen to all the regional banks that were suppose to go bankrupt due to their investment in commercial real estate?
 
Silver people popping off.

The usual silver peak was reached and the expected slamdown came but it couldn't hold so silver went-up. Then it happened again. Watchers note a "ghost in the machine" and a new and rare moment arriving. Gold too expensive and silver looking irresistible (India massive buying). Some calling for $100 oz silver. I know silver is always predicted to pop and doesn't, but now people are weeing their knickers

Chris Martenson (not seller of metals) breaks down events/charts at 7:00.

Precious Metals’ Warnings
 
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T2Kplus20 said:
That's weird, there wasn't a paywall on my phone. Found a summary statement:

BlackRock Inc.’s Rick Rieder has some advice that bucks conventional wisdom: The best way for the Federal Reserve to temper inflation will be to lower rates, not hold them higher. That’s because well-heeled Americans are earning more than they have in years from fixed-income investments, given that benchmark rates remain on hold at their highest level in a generation, according to Rieder, BlackRock’s chief investment officer of global fixed income. “I’m not certain that raising interest rates actually brings down inflation,” Rieder told Bloomberg’s David Westin
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I wish that some economists would discuss if the current impact of higher rates is actually inflationary in the near term. Here’s why I think it might be:
- the labor market has remained incredibly resilient with strong wage growth: inflationary because there is no consumer demand destruction
- with a dearth of US housing supply, higher borrowing costs makes apartment building projects more costly , resulting in needing to charge more in rents: inflationary
- as cited in the article, high fixed income returns are above the historical 4% risk free rate. You can park $250k in a bank and get $1k a month in interest. Risk free money that makes people more comfortable to spend money on things they don’t need day to day: inflationary

I wonder if the Fed’s thinking that high rates will lead to reduction in corporate capital expenditures which will lead to less demand for raw materials and for employees is not going to work in 2024-25.
 
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Morrischiano said:
I wish that some economists would discuss if the current impact of higher rates is actually inflationary in the near term. Here’s why I think it might be:
- the labor market has remained incredibly resilient with strong wage growth: inflationary because there is no consumer demand destruction
- with a dearth of US housing supply, higher borrowing costs makes apartment building projects more costly , resulting in needing to charge more in rents: inflationary
- as cited in the article, high fixed income returns are above the historical 4% risk free rate. You can park $250k in a bank and get $1k a month in interest. Risk free money that makes people more comfortable to spend money on things they don’t need day to day: inflationary

I wonder if the Fed’s thinking that high rates will lead to reduction in corporate capital expenditures which will lead to less demand for raw materials and for employees is not going to work in 2024-25.
Click to expand...
There is a reason why Powell seems desperately want to start cutting. Higher rates are proving to be counter-productive with some areas of inflation. Not all, but a few important ones.
 
jtung230 said:
Is it a 50 billion move up? Maybe they figured out how to save that much by not paying someone their bonus.
Click to expand...
Don’t know, just a guess based on it being the only real news coming out today. Good point though, maybe someone does have inside info about the vote being approved, that would move the stock presumably
 
T2Kplus20 said:
So why again was TSLA up so much today?
Click to expand...
I think it was an analyst call. Either JPM or GS. Don't hold me to that. Pretty sure it was mentioned early on in the half time show.

Edit: Oops, looks like the above folks are correct. Semi truck update.

finance.yahoo.com

Tesla stock pops after company reveals new details, deliveries for its semitruck program

Robotaxis, low-cost cars, and the Cybertruck aren't stopping Tesla from pushing ahead with its new semitruck, which is set to reach customers by 2026.
finance.yahoo.com finance.yahoo.com

Still a year and a half away though.
 
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ScarletNut said:
Keep an eye on DEFTF, an OTC, which Wall St is just starting to notice. Numbers coming out after hours and the predictions are that they’ll blow by estimates. Worth putting in a few bucks at .72/share
Click to expand...
Bought some. The 3 year chart has it looking like a reddit worthy piece of garbage, but the one year is a nice steady upward climb (granted it's a 5x but it's a steady 5x lol and we are talking a penny stock). Not sure if those earnings ever actually came out though.

Surprisingly there are a couple analysts on the stock, and the expectations from them is huge rev increases and profitability. I kind of feel the analyst's are criminals trying to pump the stock but whatever.

Have this, MMA, and picked up CTNT, which was down 90% yesterday, after hours hoping for a meme bounce. I have some faith in MMA, CTNT i'll be out of today whether I am up or down. All together these are still a very small % of the portfolio.
 
Josh Brown had value investor Bill Smeads on the Compound early this week. Had some wild take's and an overall bearish view, but in terms of performance he has handily outperformed the S&P the last 5 years. Really likes commodities.

Not seeing it on youtube but I listened to the podcast yesterday.
 
RU-05 said:
Bought some. The 3 year chart has it looking like a reddit worthy piece of garbage, but the one year is a nice steady upward climb (granted it's a 5x but it's a steady 5x lol and we are talking a penny stock). Not sure if those earnings ever actually came out though.

Surprisingly there are a couple analysts on the stock, and the expectations from them is huge rev increases and profitability. I kind of feel the analyst's are criminals trying to pump the stock but whatever.

Have this, MMA, and picked up CTNT, which was down 90% yesterday, after hours hoping for a meme bounce. I have some faith in MMA, CTNT i'll be out of today whether I am up or down. All together these are still a very small % of the portfolio.
Click to expand...
Some great news on DEFTF below. I got in at .69, now at .95. It was .05 a year ago.

www.tipranks.com

DeFi Technologies Subsidiary Valour Inc. Launches World’s First Yield Bearing Bitcoin (BTC) ETP in Collaboration with Core Foundation, Offering Investors Exposure to Bitcoin with a 5.65% Yield - TipRanks.com

Valour Inc. and Core Foundation collaborate to introduce the world’s first yield-bearing Bitcoin, offering investors exposure to Bitcoin with a 5.65% yield
www.tipranks.com www.tipranks.com

www.tipranks.com

DeFi Technologies Soars with Record Q1 Results - TipRanks.com

Defi Technologies Inc (TSE:DEFI) has released an update. DeFi Technologies Inc. reports a triumphant Q1 2024 with record-breaking financials, including a 78.7% grow...
www.tipranks.com www.tipranks.com

www.tipranks.com

DeFi Technologies Launches Innovative Bitcoin Yield ETP - TipRanks.com

Defi Technologies Inc (TSE:DEFI) has released an update. DeFi Technologies Inc., through its subsidiary Valour Inc., in partnership with Core Foundation, has launch...
www.tipranks.com www.tipranks.com
 
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ScarletNut said:
Some great news on DEFTF below. I got in at .69, now at .95. It was .05 a year ago.

www.tipranks.com

DeFi Technologies Subsidiary Valour Inc. Launches World’s First Yield Bearing Bitcoin (BTC) ETP in Collaboration with Core Foundation, Offering Investors Exposure to Bitcoin with a 5.65% Yield - TipRanks.com

Valour Inc. and Core Foundation collaborate to introduce the world’s first yield-bearing Bitcoin, offering investors exposure to Bitcoin with a 5.65% yield
www.tipranks.com www.tipranks.com

www.tipranks.com

DeFi Technologies Soars with Record Q1 Results - TipRanks.com

Defi Technologies Inc (TSE:DEFI) has released an update. DeFi Technologies Inc. reports a triumphant Q1 2024 with record-breaking financials, including a 78.7% grow...
www.tipranks.com www.tipranks.com

www.tipranks.com

DeFi Technologies Launches Innovative Bitcoin Yield ETP - TipRanks.com

Defi Technologies Inc (TSE:DEFI) has released an update. DeFi Technologies Inc., through its subsidiary Valour Inc., in partnership with Core Foundation, has launch...
www.tipranks.com www.tipranks.com
Click to expand...
I am in at .80

So off to a good start. Buy high, sell higher.
 
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Seeing the miners in my portfolio down significantly today.

Start of a cool down, or a chance to add?

Been looking at AA and CCJ.
 
RU-05 said:
Seeing the miners in my portfolio down significantly today.

Start of a cool down, or a chance to add?

Been looking at AA and CCJ.
Click to expand...
ZETA continues to pump. Quickly up more than 15%. Should have bought more. LOL!

Miners? MARA and RIOT are up today. :)
 
RUDeac said:
$LULU is down to 300
Click to expand...
I'm pretty sure LULU is a good buy the dip/correction candidate, but I think we all need to be a little more patient. There is a negative narrative going on right now with the company and that apparel space.
 
RU-05 said:
Seeing the miners in my portfolio down significantly today.

Start of a cool down, or a chance to add?

Been looking at AA and CCJ.
Click to expand...
I got out of miners before the halving. I’m not confident in their growth with the reduced mining rewards
 
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