OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
I don't see it with OXY when I do research on them (and the sector), but since BRK keeps buying them, it makes me feel like I am missing something. Maybe it's a buy?
Just buy BRK-B, if you're an investor. If you're a trader, though....
I have an underweight position and am down 19% on OXY. Considering doubling up, but already have plenty of investments in the energy sector. But when Warren buys, I tend to want to follow him.
Anyone recommend a free finance site to track a portfolio? I want to be able to see my whole portfolio with after hours prices after the market closes. Yahoo classic used to have it but they changed the format. Even my broker site does not list the after hours prices unless you plug in each stock.
Check out robberger.com. I believe he still recommends M1 Finance but also offers his own spreadsheet.
No after hour prices... only what the stock closed at price... but i use Personal Capital. It links with your other financial institutions, (Vanguard/Merrill/Fidelity) and updates pretty instantly.
Note - you may get a cold call from some of their financial advisors trying to sell you, just ignore those.
I use Morningstar's Portfolio manager to track our 6 biggest accounts. It is a free service, but as a premium member ($250/y) I also get access to their X-Ray tools, which breaks down funds and ETFs into the holdings to track at the stock level, which is pretty awesome.
Hope you guys followed me into POET. it is up 30% in under a week from levels that I suggested. it is time to take profit.
Ug, missed the dip last week since I was focused on other positions. After this rally, do you think it will pull back again to a good entry point?
By the way, what are your thoughts on the year-end saying:
Winners rally into year-end due to fund managers trying to play catch-up
Losers dip into year-end due to tax loss harvesting
It seems to be really playing out this month.
I don't know about that. There may not be as much selling the end of this year. The stock market has gone up an insane amount the past 2 years and there aren't really any looses left for most people to offset. There may be some folks selling in an attempt to front run because there will likely be a selloff next year. The tax rate will likely go down next year as well so even more reason to sell next year.
I got out of ZETA around $25.
Yeah, can't say I have many opportunities for selling losses, but I guess that is a good thing. It did prevent me from making some moves, at least for now.
I got stopped out of ZETA at $25 during the short crash (starting with $16'ish cost basis). Jumped back in just under $18 and recently got stopped out again at $20. So, I'm in the green, but figuring out my next move. I'm considering Jan 2026 $20 calls since I think it will start to run again with the next earnings report (which should be strong).
Merry Christmas to all! :)
S&P 500 rises 1% on Christmas Eve, tech stocks lift the market again
S&P 500 rises 1% on Christmas Eve, tech stocks lift the market again
I use CNBC site, I build my watchlist with Tech stocks, Financials, Industrials, utilities and oil stocks about 25 stocks in each class. Shows ending price and after hour prices, great charts. Also trading morning prices before the open. I set this up years ago and can see everything in a glance but they did change it and might be difficult different now.
Last edited:
Most of my stocks are tech, I didn’t think we would get back to ATH after the drop but I can see 1-2 more days and more winning. Normally the market goes up the last few days of the year.
Last edited:
Unless there is negative news or an ongoing negative catalyst, the market just continues to drift higher and higher. There is so much automatic investing nowadays, it's hard to bet against the big indexes and their top holdings.
For a very long time, I’ve used Think or Swim from Ameritrade and now part of Schwab but all the functionality is the same and carried over. I also have many stocks on watchlists all separated by sector.
IMO, it’s better than any of the other sites I’ve tried, free or otherwise. Charts are easier to look at as well.
Major pop today! Buy back under $5?
Put in an order for SLB leap calls (Jan 2027 $40), not sure if I got them yet. Been reading that SLB and oil services/infrastructure may be a big winner with the upcoming policy change.
Not sure when to get back in. I think there will be some sort of correction next year with these high-flying stocks, particularly these quantum computing stocks. I am somewhat surprised that people are selling today. I would have thought that most people would wait until next year to take some profits.
+1
Weird day to be selling, but whatever. I was able to make some moves. I sold one of my "biggest" losers in my custom stock basket, ZS. Only down 8% for me, but I also have CRWD and PANW so do I really need a 3rd cyber. Was able to reallocate the funds and buy more of my higher conviction plays.
I assume the quantum computing stocks will crash hard when folks remember that the tech is still 8-10 years anyway from being commercial. Are there any particular quantum stocks you are looking to buy puts on?
I started selling in my IRA account before the market opened seeing the market wasn’t going up today. Almost all tech stock and tech ETF are at their high so they either drop right before earning or right afterward. Moved to about 45% cash and will buy after the drop, sold before the big drop today. I didn’t sell the stocks in the taxable accounts.
I think some of the tech stocks will drop 15-30% in the correction, got to protect the profits.
Last edited:
No, I know the tech stocks are close to their highs, I normally sells them before earnings, probably early February but sometimes they drop before earnings like last quarter. I’ll buy when they drop 20% and add to my profit when they go back to their highs. I normally more right than wrong. Why not add the extra 20% to the profits?
Sold some of my meh winners like PRU, LMT,and NOC, as well as recent big winners like AVGO looking to offset some sales at a loss Ive had during the year.
Will look to get back into AVGO.
Will look to get back into AVGO.
AVGO is part of my custom stock basket, so it should be a long hold for me (but I do change holdings from time to time, like dumping ZS this morning). The custom ASIC chip narrative may help AVGO and MRVL push higher to start 2025.
Out and about today, but converted VB to UWM and bought DUSL this morning. Go Tom Lee! Go Fundstrat. :)
Latest posts
-
-
-
Basketball Rutgers Basketball's Dylan Harper, Ace Bailey earn All-Big Ten honors- Latest: Alec Crouthamel
-
