Also, having tax free income gives me more leeway with my other investments when I figure out when to sell or hold my taxable investments
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
In the last 10 years, any bond that had a good coupon and callable were called. Rates declined and issuers took advantage of it. The smaller issuance might stay out longer due to cost. I bought DB pref when they were in distressed. Got them with a high teen yield (mid 9% coupon). After they got bailed out by China, it was still onerous to call because they had a lot of financial restrictions. DB called them back and re-issued with a mid 7 coupon and raised additional capital.
AAPL = buy and hold forever
We have a Ring doorbell and it's wonderful. Incorporating Face ID tech would make it even better.
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Somewhat left field idea. I always review the monthly updated holdings of my 2 favorite growth funds - FDGRX and FBGRX. Morningstar does a nice job of highlighting what they are buying and selling. One name that popped out that's being significantly added to is SN. I will give everyone a minute to look it up. :)
SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers worldwide. It offers cleaning appliances, including corded and cordless vacuums, including handheld and robotic vacuums, as well as other floorcare products comprising steam mops, wet/dry cleaning floor products, and carpet extraction; cooking and beverage appliances, such as air fryers, multi-cookers, outdoor and countertop grills and ovens, coffee systems, carbonation, cookware, cutlery, kettles, toasters and bakeware; food preparation appliances comprising blenders, food processors, ice cream makers, and juicers; and beauty appliances, such as hair dryers and stylers, as well as home environment products comprising air purifiers and humidifiers. The company sells its products through traditional brick-and-mortar retail channels and e-commerce channels, distributors, and direct-to-consumer channels under the Shark and Ninja brands. SharkNinja, Inc. was incorporated in 2017 and is headquartered in Needham, Massachusetts.
Analysts are bullish:
Strong Buy = 9
Buy = 2
Hold = 1
Sell or Strong Sell = 0
Couple points from a recent article:
- SharkNinja is a unique company characterized by an aggressive strategy focused on innovation and marketing.
- In 2023, the group released 25 new products and plans to launch 15 more in 2025.
- The firm expertly harnesses social media, leveraging platforms like TikTok and Instagram alongside partnerships with high-profile influencers and celebrities, including the legendary Thierry Henry.
- SN is focused on entering new categories, increasing market share, and expanding internationally to drive significant growth.
- Despite supply chain challenges, SharkNinja's international expansion and proactive measures to mitigate China-related risks bolster its long-term growth potential.
Just put SN on my watchlist.
SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers worldwide. It offers cleaning appliances, including corded and cordless vacuums, including handheld and robotic vacuums, as well as other floorcare products comprising steam mops, wet/dry cleaning floor products, and carpet extraction; cooking and beverage appliances, such as air fryers, multi-cookers, outdoor and countertop grills and ovens, coffee systems, carbonation, cookware, cutlery, kettles, toasters and bakeware; food preparation appliances comprising blenders, food processors, ice cream makers, and juicers; and beauty appliances, such as hair dryers and stylers, as well as home environment products comprising air purifiers and humidifiers. The company sells its products through traditional brick-and-mortar retail channels and e-commerce channels, distributors, and direct-to-consumer channels under the Shark and Ninja brands. SharkNinja, Inc. was incorporated in 2017 and is headquartered in Needham, Massachusetts.
Analysts are bullish:
Strong Buy = 9
Buy = 2
Hold = 1
Sell or Strong Sell = 0
Couple points from a recent article:
- SharkNinja is a unique company characterized by an aggressive strategy focused on innovation and marketing.
- In 2023, the group released 25 new products and plans to launch 15 more in 2025.
- The firm expertly harnesses social media, leveraging platforms like TikTok and Instagram alongside partnerships with high-profile influencers and celebrities, including the legendary Thierry Henry.
- SN is focused on entering new categories, increasing market share, and expanding internationally to drive significant growth.
- Despite supply chain challenges, SharkNinja's international expansion and proactive measures to mitigate China-related risks bolster its long-term growth potential.
Just put SN on my watchlist.
This thread has finally, at long last, "jumped the shark."
First commercial rollout of Starlink:
United Airlines rolling out Elon Musk’s Starlink Wi-Fi this spring
United Airlines rolling out Elon Musk’s Starlink Wi-Fi this spring
Their vacuums are better than Dyson(overpriced) and I also have their coffee maker.
Decided to take a chance and trade NUKK on Friday. Bought it at 23.40, sold it today at 29.99. Seems like a good stock to trade, lots of volatility and is a legitimate company that has bought into Israel's Iron Dome manufacturer. Today they got a 100 million investment. It might shoot up like a meme stock or it might dip on profit taking. Since I've been watching its pattern, I'll probably get back in if it dips again.
I’ve been day trading the nuclear stocks for a month or two. Done very well but got outmaneuvered on OKLO as it plummeted recently and hit my $19 SL only to rebound to $30. Ugh! It seems that whenever I used a stop-loss it screws me as the stocks quickly rebound. And I usually set them at 20% so I’m willing to take a leg down.
Is this just a meme bounce or tariff play? I still think PLUG is wildly unprofitable. In other news, after 5-6 months of consolidation, NVDA hits a new ATH. Is NVDA going to race AAPL to $5T?
IMO, if you’re gonna day trade a volatile stock, you can’t have stop losses. Just need to stay on top of it
Positive feedback from the Nvidia event/talk yesterday:
Nvidia releases gaming chips for PCs, tapping AI features from data center GPUs
Nvidia releases gaming chips for PCs, tapping AI features from data center GPUs
While sorting through the avalanche of "quantum" bologna I came across article on Intel. It highlights how Intel's "solution" to its problems was to return to the poisoned well of DEI marketers and accountants who wrecked Intel years ago. Selling sizzle instead of steak..
"Intel’s board is incompetent and its horrible decisions over the decades are going to push it towards death. The decision to fire Pat Gelsinger, put in charge a CFO + career sales and marketing leader, and cut spending on fabs in favor of a renewed focus on x86 is an example of the incompetence that will end Intel. ..
Upon closer inspection, these failures are no surprise. 7 of 11 members have no relevant semiconductor experience. Two more are accomplished in the field but as academics, not industry players. They have no experience making hard decisions, understanding critical business inflections, and are not qualified for what’s at stake. "
www.zerohedge.com
In 2015 Intel took a leap into the DEI (divide and conquer psyop) sinkhole that Americans fall into over and over and over.
time.com
"Intel’s board is incompetent and its horrible decisions over the decades are going to push it towards death. The decision to fire Pat Gelsinger, put in charge a CFO + career sales and marketing leader, and cut spending on fabs in favor of a renewed focus on x86 is an example of the incompetence that will end Intel. ..
Upon closer inspection, these failures are no surprise. 7 of 11 members have no relevant semiconductor experience. Two more are accomplished in the field but as academics, not industry players. They have no experience making hard decisions, understanding critical business inflections, and are not qualified for what’s at stake. "
Intel On The Brink Of Death Due To Culture Rot Says Scathing Report | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
www.zerohedge.com
In 2015 Intel took a leap into the DEI (divide and conquer psyop) sinkhole that Americans fall into over and over and over.
Intel Pledges $300 Million to Increase Workforce Diversity
Only 24% of 2013 employees were female
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Listened to a podcast over lunch. Two of the best trades for 2025 were considered:
1. Short Oil - price will likely go below $60 due to drill baby drill
2. Long Gold - due to increased gov'ment debt and deficits
Thoughts? Both sound reasonable.
1. Short Oil - price will likely go below $60 due to drill baby drill
2. Long Gold - due to increased gov'ment debt and deficits
Thoughts? Both sound reasonable.
Sold more of my high growth stocks this week. I am out of CAVA. Cut back on SOUN, etc. Will wait for further pullback before jumping back in.
If what you say happens (ie lower oil prices and high government debts and deficits, we are likely in trouble from an economic standpoint.
I’ve been debating buying more CAVA as my massive gains a few months ago have slowly deteriorated to the point I’m probably up a measly 5%. I’m surprised there is so much negative talk right now if nothing else because I expected the Trump trade to rally heading into and shortly after the inauguration before taking a breather. Dan Niles talking about cash. Moffett slamming Apple. NVDA getting beat up today after it popped. Def some interesting market dynamics now.
NVDA never stays down long. I've heard bear pundits talk about its demise countless times over the past 6 months. Just hit an ATH this morning. The ISM print spooked the market. It happens. If the job report comes in as expected or soft, the S&P will probably head right back to ATHs itself.
The market is jittery, but it has so much wind to its back.
Not an expert on that commodity by any stretch of the imagination. However, my understanding is that oil drilling is already at an all time high and lower gas prices would happen mostly due to a downturn in the economy.
Quantum stocks like Rigetti plunge after Nvidia's Huang says the computers are 15 to 30 years away
Quantum computing stocks dropped Wednesday after Nvidia CEO Jensen Huang declared that useful quantum computers are likely decades in the future.
I bet these bounce quick - seems like nuclear and quantum are the new meme industries. Traders can’t let go of this stuff.Quantum stocks like Rigetti plunge after Nvidia's Huang says the computers are 15 to 30 years away
Quantum computing stocks dropped Wednesday after Nvidia CEO Jensen Huang declared that useful quantum computers are likely decades in the future.www.cnbc.com
The first 5 days are in the books! The S&P 500 needed to stay above $5,882 and it closed today at $5,918. YEAH! This means, we have a 82% likelihood of another double-digit gain year (average of +13%).
Data as per FS Insights. :)
Costco continues to do what Costco does:
Costco blows past estimates with December sales tallies
Costco Wholesale Corporation (NASDAQ:COST) reported comparable sales for the retail month of December (excluding the impacts from changes in gasoline prices and foreign exchange) rose 9.9%, consisting of a 9.8% gain in the U.S. to smash the consensus expectation of +5.2%, a 10.3% increase in Canada, and a 9.8% rise for the international business. E-commerce sales shot up 35.7% for the month, due in part to a calendar shift that placed Cyber Monday in the month.
The retailer noted that e-commerce sales in December were positively impacted by an estimated 15 percentage points, due to Thanksgiving/Black Friday/Cyber Monday occurring a week later this year versus last year. Total and comparable sales were positively impacted by approximately one and one-half percent as a result of the shift in e-commerce sales.
Total comparable sales were up 7.4% in December, vs. the consensus estimate for an increase of 3.7%.
Costco blows past estimates with December sales tallies
Costco Wholesale Corporation (NASDAQ:COST) reported comparable sales for the retail month of December (excluding the impacts from changes in gasoline prices and foreign exchange) rose 9.9%, consisting of a 9.8% gain in the U.S. to smash the consensus expectation of +5.2%, a 10.3% increase in Canada, and a 9.8% rise for the international business. E-commerce sales shot up 35.7% for the month, due in part to a calendar shift that placed Cyber Monday in the month.
The retailer noted that e-commerce sales in December were positively impacted by an estimated 15 percentage points, due to Thanksgiving/Black Friday/Cyber Monday occurring a week later this year versus last year. Total and comparable sales were positively impacted by approximately one and one-half percent as a result of the shift in e-commerce sales.
Total comparable sales were up 7.4% in December, vs. the consensus estimate for an increase of 3.7%.
Maybe the most prescient post in this thread. Well done.
Which coming from you is shocking. 🙃
I'm very smart. My mom told me so. :)
Did you see WAYT yesterday? Josh B is pumping robotic companies like SERV. Makes more sense than quantum computing companies.
Watching right now. Been watching SERV rip since I brought it up. Pulling back the past couple days though.
