OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
In my short history following the market I've been very surprised at how little effect some of these disruptive social events have had on the market.
The JFK assassination saw the market plunge initially, the market shut down, and then rebounding big upon reopening.
The market seemed ripe for a 5%-10% pullback before the assassination attempt. This event could "trigger" a sell off. And buying opportunities. ???
Markets will be up. The incident makes it more likely Trump will be elected.
You won't get a significant pullback with outstanding earnings being reported for the next few weeks. Not good timing for bears.
Growth will continue to be exceptional under Biden especially as rates come down. Growth rate is currently similar to what the former guy could manage under ZIRP….free money.
Silly comment.
True, but the market wants the Trump tax cuts extended beyond 2025 including the business tax of 21%. Also, the SEC and FTC would be much more business friendly under Trump 2.0.
I see MS with a note in late June saying this:
"Management sounded increasingly confident in the durability of 20%+ growth, supported by the agency ramp, emerging product cycles, and a stable demand environment. At 0.18x EV/S/G, valuation underestimates consistent execution and durable growth. Remain OW."
5x rev's.
about 25x 2024 fcf.
I'm still pretty small in the position.
I might be ready to give SNOW the boot. That chart is terrible. It's still expensive. Growth is in question.
I'm sticking with SNOW to see how the new CEO does. Last round of earnings was solid. About even with the position. Bought at $146 and again around $126 (IIRC). It is likely an AI winner in the long run. I use SNOW at work (indirectly via an advance analytics vendor).
But overall, I like ZETA better (services and stock).
Probably a good call, chart looked great already.
If corporate rates go to 25% it would be a yawn and no big deal (I personally wish they would leave the corporate rate alone but over a ten year window the additional revenue would be material but certainly not anything close to a budget balancer). They should reset the top personal rate and see how much revenue is added through better IRS enforcement (anecdotes are already showing solid benefits to enhanced enforcement).
Nominal GDP growth rates in a 2.5% Fed funds rate world would be fairly sustainable over the foreseeable future and would be in the 5-5.5% range.
Last edited:
I've owned PHYS since the beginning of the year in our managed Roth IRAs, up 17.5% already. I bet gold is heading to $3,000. There are a lot countries buying gold hand over fist. We also hold uranium and platinum/palladium plays.
Proshares has a 2x gold ETF. Probably a good play with after a modest pullback. Get more juice from the rally.
Expiration of the 2017 tax legislation would raise the top corporate rate to 35%. I agree 25% would be no big deal but that's what many are proposing. It's also the highest rate in among developed countries, 6-10% above the European social welfare countries. This would also result in Europe regaining their advantage from territorial taxation that kept billions of American multinationals retained earnings sitting offshore as in the past.
I see no evidence of a desire to return corporate rates to 35% and corporate rates don’t sunset. The bipartisan agreed upon rate was to be 28% just prior to the TCJA.
Large deficits need to be brought down and Bitcoin salesmen like The Mooch need to get a proper 9 to 5.
Intel in trouble with crashing cpus.
Crashes and stalls with no software/firmware fixes on the horizon.
Its gamer geeks who discovered the flaws (since games kept crashing) and while Intel makes its money on server hardware, the gamer discoveries will wash over enterprise as usual. AMD has been problem free
www.techradar.com
Crashes and stalls with no software/firmware fixes on the horizon.
Its gamer geeks who discovered the flaws (since games kept crashing) and while Intel makes its money on server hardware, the gamer discoveries will wash over enterprise as usual. AMD has been problem free
Intel’s woes with Core i9 CPUs crashing look worse than we thought – Team Blue really needs to act now to fix this mess
YouTuber highlights further concerns uncovered via game crash logs and more besides
Crypto still pumping. Trump 2.0 would be a bonanza for BTC et al.
Speaking of earnings, UHN reports tomorrow morning. May be the beginning of the tide turning for the entire HC sector. Q2 thru the rest of the year should provide significant growth.
@rutgersdave
Little bit of resistance right here at $525, but the big level is $550.
I was thinking of an options play for earnings, but I may just buy a large position and play for a smaller move (less risk since I can just hold the stock if it dips tomorrow).
It’s been doing well for the year. My nephew works there. Looks like over 50% return this year.
I think so, UNH reached 520 again this morning but should break 530-550 if earnings are good after the close. I see the BDX, BMY and JNJ are moving slowly up.
I don’t see a $ sign in front of the 33k, so are we talking about $33,000 or 33,000 shares? The latter would be $1,485,000.
UNH - Triple beat (rev, earnings, and guidance). Up 3-4% prior to the open.
Similar threads
