Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[johnny961]

Originally Posted by Discuss Thrower

Long Darden cuz Ma and Pop shops are probably screwed.

Yep. I've already staked my bets. Darden along with Texas Roadhouse, Bloomin Brands, and a handful of other well established casual dine in/carry out chains in the sector. I, like you am seeing a scenario where a considerable number of smaller offerings could go bankrupt. But my thinking is that a good number of the larger non pizza or fast food chains that are getting pounded right now are going to survive. I'm expecting a fair share of volatility and some short term losses until the market as a whole starts to see some light at the end of the tunnel. Like I mentioned , I've been wrong before. But that's the way I am seeing it.

[scho63]

Originally Posted by lewdog

TD Ameritrade.

When will the integration to Schwab be completed?

I hated when TD bought Scottrade. I hope they create another Scottrade. It was the best and most concise online brokerage. TD Ameritrade was so ****ed up with too many bells and whistles and overkill.

I wanted to create my own simple layout and it was just a ****ing eyesore on what they made you have on your home page.

I have Wells Fargo now and it sucks, so far behind the times.

[lewdog]

Now is not the time to get foolish. Let's talk about long term investing in sound companies. Here's my current list of positions I'm looking to add during this downturn for long term growth.

Johnson and Johnson
Visa
McDonald's
Apple
Catepillar (I question having this included)
Nike
Honeywell

Companies you'd add?

[Buehler445]

Why are you questioning Cat?

Are their financials bad?

[Buehler445]

I'd throw in:
Ardent Mills - ****asses are hoarding flour. Wheat price took a shit today. Things are looking up in the short term.

Probably Tyson and Con Agri. Packer margins are at record highs. After the ****ery lets loose they should figure it out.

[Neuromancer]

Amazon, Google, Microsoft, Apple

[Discuss Thrower]

The Mortgage Bankers Association in a dire letter to regulators Sunday warned that the U.S. housing market is “in danger of large-scale disruption,” due to efforts by the Federal Reserve that were intended to help rescue the mortgage market.

At issue are the Fed’s unprecedented $183 billion of purchases last week of mortgage-backed securities. The purchases were meant to drive down rates, and they did.

But together with the storm that gripped financial markets from the coronavirus, they also effectively blew up a widespread hedge that mortgage bankers use to protect themselves against rate increases. The hedge pays them if the prevailing rate in the market is higher than the mortgage rate they locked in with the customer.

Source

Spoiler!

Source

List of Publicly Traded Real Estate Companies

List of Publicly Traded REITs

A comparison widget that shows trend, earnings per share (EPS), P/E ratio and beta for each of the companies on this list can be accessed through the link below.

Mortgage Service Industry Comparison Widget

Select the company’s link to access charts, news links and company website and social media information.

Mortgage Services: Small-Cap Stocks

Altisource Portfolio Solutions S.A. (ASPS) (Mortgage, financial and technology services to the real estate, mortgage and consumer debt industries)

Nationstar Mortgage Holdings Inc. (NSM) (Mortgage servicing)

Ocwen Financial Corporation (OCN) (Mortgage servicing)

PennyMac Financial Services, Inc. (PFSI) (Loan production, loan servicing and investment management)

PHH Corp (PHH) (Mortgage servicing)

Mortgage Services: Micro-Cap Stocks

Impac Mortgage Holdings, Inc. (IMH) (Residential mortgage loans)

Security National Financial Corporation (SNFCA) (Diversified: Mortgage loans, deathcare services, life insurance)

Walter Investment Management Corp. (WAC) (Servicing and origination of residential loans)

[Buehler445]

Aww hell. Nobody thought of that huh?

Speaking of hedges, I got out of my wheat spread and my hedges are all making money now.

[Discuss Thrower]

Originally Posted by Buehler445

Aww hell. Nobody thought of that huh?

Speaking of hedges, I got out of my wheat spread and my hedges are all making money now.

I've had my trading account flagged as a PDT and I'm needing to meet margin requirement in order to do any additional trades.

So today has been fun.

[BigBeauford]

Originally Posted by lewdog

Now is not the time to get foolish. Let's talk about long term investing in sound companies. Here's my current list of positions I'm looking to add during this downturn for long term growth.

Johnson and Johnson
Visa
McDonald's
Apple
Catepillar (I question having this included)
Nike
Honeywell

Companies you'd add?

3M is nicely priced and pays good dividends. Great long term hold.

[Rain Man]

Originally Posted by BigBeauford

3M is nicely priced and pays good dividends. Great long term hold.

And they're a major mask maker. They got a contract a couple of weeks ago to make 35 million masks, and you figure more orders are coming.

[Buehler445]

Originally Posted by Discuss Thrower

I've had my trading account flagged as a PDT and I'm needing to meet margin requirement in order to do any additional trades.

So today has been fun.

Pattern Day Trader? Is that what you mean by PDT?

Last year I had enough margin calls. I got whipsawed on a bunch of hedge positions, because I thought I knew what I was doing. Ended up fine because I still had the physical, but mother****er, approving those ACHs are ass. I've had enough (As I sit here with a bunch of hedges through contracts on LOL).

Side story that probably only I think is funny, but I talked to an old guy I bought this sprayer from. Got a call from my broker. On call. Whatever, approve the ACH. He told me he had cattle hedged in the 80s, whatever year the market was limit down for something reeruned like 12 days in a row or something ****ing horrific. Anyway he told me the secretary for the broker would always call at the same time and had some cringey voice that was like nails on a chalkboard, "STAN, you're on call again today." I'll probably never forget the face he made. I laughed for days about that.

But yeah, that cattle market in the 80s. Those guys were tough sons of bitches. Paying ridiculous interest and daily limit margin calls.

[MahiMike]

Originally Posted by MahiMike

Speaking of great dividends I just bought KOL. 17% dividends. Wow.

Also bought USO. Oil won't get much cheaper than this.

Both longterm plays.

USO up 17% today. Doubled down today w/HAL.

[mililo4cpa]

Anyone venturing into the Airlines? or am I the only idiot?

[mililo4cpa]

Originally Posted by Rain Man

And they're a major mask maker. They got a contract a couple of weeks ago to make 35 million masks, and you figure more orders are coming.

Exactly this!