Money Investing megathread extravaganza - Page 549

**DaFace** · 06:35 PM

A place to talk about investing stuff.

Hog's Gone Fishin · 03-05-2021, 07:28 PM

Quote:

Originally Posted by Mr_Tomahawk

Does anyone have any good podcast that they recommend on investing in stocks?

This thread has been helpful, but I was just on the road for 8 hours today and was thinking how a podcast of such would be nice.

Uncle Bruce is a great listen. I'm not sure if he's a regular podcast but like today he was on for nearly 8 hours. Former wallstreet broker . Knows it ALL.

**jjchieffan** · 03-05-2021, 11:30 PM

I don't know about you guys, but my portfolio sure took a big swing today. This morning, I was down 10%. Almost everything in my portfolio was red again. But at close, I was up 10%. Most everything was green, and OZSC was up 75%. Nice to see. Hopefully more green days ahead. I've taken a real blood bath the last 3 weeks.

Mr_Tomahawk · 03-06-2021, 07:37 AM

Quote:

Originally Posted by Hog's Gone Fishin

Uncle Bruce is a great listen. I'm not sure if he's a regular podcast but like today he was on for nearly 8 hours. Former wallstreet broker . Knows it ALL.

Thank you sir, I’ll check him out!

scho63 · 03-06-2021, 11:48 AM

Quote:

Originally Posted by RunKC

Stimulus
Positive vaccine news
Economy news on opening back up
Economy actually starting to open back up

You realize these are all already factored in?

The market is a LEADING indicators not a lagging.

scho63 · 03-06-2021, 11:52 AM

Quote:

Originally Posted by ChiliConCarnage

Add a likely Infrastructure bill to follow 1.9 trillion in stimulus
ISM Manufacturing put up the best number since 2004.

You sir gave two excellent future looking potentials.

The others are all giving answers baked into the market already.

**TinyEvel** · 03-06-2021, 02:45 PM

is there a way to invest in particle board and particle board furniture? that shit is EVERYWHERE.

**lewdog** · 03-06-2021, 02:55 PM

Quote:

Originally Posted by TinyEvel

is there a way to invest in particle board and particle board furniture? that shit is EVERYWHERE.

Reviewing charts.

One I like is TCS. Container store (which is awesome!)

Might fit your criteria.

Hammock Parties · 03-07-2021, 01:07 AM

i'm horney!!!

eDave · 03-07-2021, 01:16 AM

I like that it's here, but Casa Grande? S bound I-10 gonna suck bad in the mornings. My side of town is where heavy traffic alleviates. This will temper that a great deal. Both east and west.

**TinyEvel** · 03-07-2021, 09:12 AM

That is a hefty volume goal of 800k cars per year. Tesla delivered 500k in 2020 and that’s the category leader. Lucid starting with a luxury model is the lowest model volume category behind coupes. Gonna be a while before most of this plant is used but if the quality of the cars is there these guys are set up for long term succeeds. Long hold on this stock could be a good play. 25 bucks right now

RunKC · 03-07-2021, 09:36 AM

I like my stock picks because of their long term potential. They’ll be back.

NIO is the only one in question for me

**Buehler445** · 03-07-2021, 09:42 AM

Quote:

Originally Posted by RunKC

I like my stock picks because of their long term potential. They’ll be back.

NIO is the only one in question for me

What do you have?

I took profits on the ones I felt pretty good about and am left with ones I'm meh on.

In my (basically gambling) account:

I have Disney, which I was pretty high on, until the whole cancel thing reared it's ugly head - knowing my luck as soon as I buy stock, cancel culture will break a company.

I'm up pretty good on Exxon, just looking for a place to get out, I don't think that's a long termer.

NIO - I might hang on to that awhile, it's just one share, but it's been a dog.

RunKC · 03-07-2021, 09:57 AM

Quote:

Originally Posted by Buehler445

What do you have?

Counting my wife’s account, this is what we are invested in:

Apple
Microsoft
Paycom
NIO
Tesla
Roku
Square
Airbnb
Berkshire BRK-B
Appfolio

**Buehler445** · 03-07-2021, 10:04 AM

Quote:

Originally Posted by RunKC

Counting my wife’s account, this is what we are invested in:

Apple
Microsoft
Paycom
NIO
Tesla
Roku
Square
Airbnb
Berkshire BRK-B
Appfolio

Right on. I’ll look at some of those. Apple and MS have run up so much I’m chicken. I’ll look at some of the others. Thanks!

**lewdog** · 03-07-2021, 07:38 PM

I still think that the stimulus passage was already cooked into the current pricing and the bigger issue we see is the run-up on safe yields from treasuries.

Indices are dropping because TNX is rocketing up.

Valuation theory 101. All a stock is worth is its future cash flows discounted to present value. The rate for discounting is set to a 'risk-free rate', which is often set to TNX for convenience. When TNX goes up, valuations go down. It is an exponential relationship, which is why a small move in TNX can crush stocks by a lot because people can park money here risk free.

TNX could still go up to around 2.00, so there is still a lot more room to drop for many stocks based on current pricing.

It's not really a 'dip' if the fundamental valuation for equities has changed.

I still expect a drop this week, although we may have a large 1-2 green days in the mix.

06-27-2016, 11:23 AM
DaFace Kind of a mod Join Date: Aug 2005 Location: Donkey Land Casino cash: $2116899	Investing megathread extravaganza A place to talk about investing stuff. Last edited by DaFace; 02-19-2021 at 06:35 PM..
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03-05-2021, 11:30 PM	#8222
jjchieffan Supporter Join Date: Dec 2005 Location: Highlandville, MO Casino cash: $3482247	I don't know about you guys, but my portfolio sure took a big swing today. This morning, I was down 10%. Almost everything in my portfolio was red again. But at close, I was up 10%. Most everything was green, and OZSC was up 75%. Nice to see. Hopefully more green days ahead. I've taken a real blood bath the last 3 weeks. __________________ Genesis 1:1 In the beginning, God created the Heavens and the Earth. Following the historical accounts and the genealogy from that point on, the age of the Earth is approximately 6000-7000 years old. The Big Bullshit Theory is a lie. It and the evolution theory go against real science. Satan has used our public school system to brainwash everyone into believing these lies. Be not decieved.
Posts: 12,596

03-06-2021, 02:45 PM	#8226
TinyEvel Just a li'l Evel Join Date: Sep 2005 Location: Bald. Goatee. Jorts. Casino cash: $5477131	is there a way to invest in particle board and particle board furniture? that shit is EVERYWHERE.
Posts: 11,800

03-07-2021, 01:07 AM	#8228
Hammock Parties I'll be back. Join Date: Nov 2002 Casino cash: $4800478	i'm horney!!! __________________ Chiefs game films
Posts: 277,451

03-07-2021, 01:16 AM	#8229
eDave Banned Join Date: Jan 2013 Casino cash: $9998560	I like that it's here, but Casa Grande? S bound I-10 gonna suck bad in the mornings. My side of town is where heavy traffic alleviates. This will temper that a great deal. Both east and west.
Posts: 53,803

03-07-2021, 09:12 AM	#8230
TinyEvel Just a li'l Evel Join Date: Sep 2005 Location: Bald. Goatee. Jorts. Casino cash: $5477131	That is a hefty volume goal of 800k cars per year. Tesla delivered 500k in 2020 and that’s the category leader. Lucid starting with a luxury model is the lowest model volume category behind coupes. Gonna be a while before most of this plant is used but if the quality of the cars is there these guys are set up for long term succeeds. Long hold on this stock could be a good play. 25 bucks right now
Posts: 11,800

03-07-2021, 09:36 AM	#8231
RunKC Andy Reid Supporter Join Date: Apr 2012 Casino cash: $2339611	I like my stock picks because of their long term potential. They’ll be back. NIO is the only one in question for me __________________ Mike Greenberg@Espngreeny I can’t fathom what it must be like to be a fan of the #Chiefs. Adopt a Chief: Noah Gray
Posts: 45,824

03-07-2021, 07:38 PM	#8235
lewdog Mod Team Join Date: Sep 2011 Location: Valley of the hot as **** Casino cash: $1991900	I still think that the stimulus passage was already cooked into the current pricing and the bigger issue we see is the run-up on safe yields from treasuries. Indices are dropping because TNX is rocketing up. Valuation theory 101. All a stock is worth is its future cash flows discounted to present value. The rate for discounting is set to a 'risk-free rate', which is often set to TNX for convenience. When TNX goes up, valuations go down. It is an exponential relationship, which is why a small move in TNX can crush stocks by a lot because people can park money here risk free. TNX could still go up to around 2.00, so there is still a lot more room to drop for many stocks based on current pricing. It's not really a 'dip' if the fundamental valuation for equities has changed. I still expect a drop this week, although we may have a large 1-2 green days in the mix.
Posts: 45,555