I generally trade in AMZN, MSFT, META and GOOG. They don’t go straight up and before the next earning report will drop 5-10% before going up again. I reduced my equity exposure to 60% after the sale which is high for my age which should be closer to 30%. I expect a drop at some point before increasing my stock exposure again.
OT: Stock and Investment Talk
- Thread starter RU-05
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I figure that is adjusted EPS. But $1.20 over a year is $4.80. The stock is below $80 right now. Cheap.
Yes, Universal:
5 Companies Owned by Comcast
AT&T Broadband, NBCUniversal, Sky, DreamWorks Animation, and XUMO are major companies owned by Comcast.
Military contractor. Ship builder. Nuclear subs and other vessels.
They own AT&T broadband? That's weird.Yes, Universal:
5 Companies Owned by Comcast
AT&T Broadband, NBCUniversal, Sky, DreamWorks Animation, and XUMO are major companies owned by Comcast.www.investopedia.com
But yeah, multiple studios apparently.
Got it. I have a few defensive/military names in the basket (via FS Insights). By the way, if you had to buy one out of SBUX, NKE, and BA.....which one?
I was looking at SBUX leap calls and they are very expensive.
Been thinking BA lately.
I know it's one bad headline after another, but the stock has held it's ground in the $150's. If they can get their shit together a ton of upside.
Not jumping in now, but watching.
They have $500B in back orders. The market is essentially a duopoly. The new SBUX CEO is proven and kicked butt at CMG. Both seem like viable options.
Uber is already one of my bigger positions otherwise I would add here. I think it’s a monster long term play although I would rather that they stick to the platform and forget about making a big deal with the CEO’s former company (which I find problematic anyway).
See my video above with the UBER CEO. He pretty much shot down the Expedia idea. And I agree with you, stay focused on your core business.
Good Starbucks conversation at 1:19:01. They talked about how they’ve grown the last few years based off of sugary drinks and not coffee and how the increased use of GLP1’s has coincided with stock slide.
I like the new CEO but he has his work cut-out for him. Will take a massive turnaround. I’ve been a life-long customer and the experience and prices are terrible. If I wasn’t a creature of habit or had another interesting option, I would have bailed long ago. Dutch Bros pushes piles of sugar in their drinks and lines are out the door. Not to mention SBUX food menu sucks - SOS. And it’s not like they are customizing food they literally take a previously frozen sandwich out of a plastic bag and stick it in a convection oven. How about some local collaborations with bakeries? A Krispy Kreme donut partnership? Regional sandwiches like sell taylor ham in tri-state area?
They definitely covered the awful customer experience. Theirs stores are usually trashed whenever I’ve gone. I’ve made the switch to a local place
I’m buying MSFT now down 25 to $407 but think the bottom around $395-400.
Buying META at the $566 expect bottom at $563.
Brought some UBER at $70 and added to my Tech ETFs.
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$42B offering announced during earnings call yesterday. It was down 8-9% after hours, now green on the day. What he’s doing with these offerings to then buy Bitcoin is unbelievable. Currently up $8 billion on his Bitcoin holdings.
AMZN up after hours, double beat with strong ad growth! And so is INTL. Good for them. LOL!
Also, nice double beat for AAPL with higher than expected iPhone sales. Big tech is rocking it! 6 for 6 with the Mag7 and only NVDA left to report in a few weeks.
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www.cnbc.com
Also, nice double beat for AAPL with higher than expected iPhone sales. Big tech is rocking it! 6 for 6 with the Mag7 and only NVDA left to report in a few weeks.
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Good point. Hopefully! I’m still on a nice amount of BTC. Not crazy, but a meaningful position.
Double beat for AAPL but down 1.5% overnight. What gives with these ass-backwards ER reactions this year?
Do we think Bitcoin is still worth buying into at this point? And if so, what's a good vehicle for long term holding? BTC/BTCO?
Let me tag @Rutgers Chris as well.
In my opinion, now is still a perfectly good time to start DCA'ing into BTC. I wouldn't create your entire position since it is close to all-time highs and as a volatile asset better prices are very likely. Perhaps get a little skin in the game now and see how you like it. Buy more during the next dip. Rinse and repeat.
Different ways to buy:
1. BTC ETFs - IBIT or FBTC. Most simple way to get exposure. I have a FBTC position in one of my rollover IRAs.
2. Fidelity Crypto - Here you buy the coin directly, but Fidelity holds it so you don't have to take custody. I completely trust Fidelity as a long-time customer. My entire BTC coin position is here.
3. Coinbase - Buy BTC directly and use their Wallet to take personal custody.
Do any of these ETFs or funds offer options yet? I like to do LEAP calendar spreads with a lot of my high fliers.
No, not yet, but soon! The SEC finally approved options for the BTC ETFs and now CFTC needs to do so (which shouldn't take too long).
And yes, I will definitely be using leap calls when available!
I still think Bitcoin sees 100-150 in the next year. I’m more focused on Solana and it’s ecosystem as I think it has a higher ceiling.
I’m holding IBIT and BiTX (2x levered ETF) in my retirement accounts. They are probably the easiest ways to hold.
I self custody Bitcoin bought via Coinbase which is another way to go.
Good quarter for my CVX as well. Up a few % in pre-market.
My shares purchased in 1995 for $19.80 are looking good at $155. There's something to be said for buy and hold.
Unless massive amounts are pulled from assets like gold or equities in favor of BTC, this prediction won’t age well. I believe you are basically saying another $1.4 Trillion will be invested in BTC. Even with all the cash sitting on the sidelines it would be hard to pull this off in 2025. Especially if rates keep coming down I think more money starts flowing to real estate.
That's not how price works. Price is mostly about what's liquid and available in the market and the demand for it. The less something is available, the smaller the amount of money is required to push the asset price higher.
yeah I badly botched the math…let’s just say it would take a massive amount of money moving into BTC for it to basically double in 2025.
Fair enough in theory. There’s something like $5-6T in sidelined money out there. There’s enough to go around. Only $0.5T to get Bitcoin to 100k isn’t that far to go.
Total crypto market cap is a good one to follow. ATH is $2.6T in 2021. We are currently at $2.28T. If we are in the beginning of another crypto bull market, that number can easily get to $3-4T.
Also have to look at how the ETF’s are performing. $83B has already come into the BTC ETF’s this year. We’ve seen billion dollar inflow days lately as price has increased. The same thing happened when price increased in the spring.
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