Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[BigBeauford]

Damn this is insane.

Sales vs Year Ago Q1 (via @john_beans)
Tesla: +40%
Kia: +1%
Genesis: -6%
GM: -7%
Toyota: -8%
Fiat-Chrysler: -10%
Hyundai: -11%
Volvo: -12%
Volkswagen: -13%
Ford: -13%
Audi: -14%
BMW: -15%
Lexus: -16%
Suburu: -17%
Honda: -19%
Porsche: -20%
Infiniti: -25%
Nissan: -30%

BOOM! ��

— Alex (@ajtourville) April 3, 2020

[ChiliConCarnage]

Originally Posted by Rain Man

I've been watching for several years now, and they've always outperformed the S&P 500 and Dow. I figured they'd underperform in a bear market, but nope.

I've noticed this too and wondered. Take a day 3 years ago where the S&P was up 1% the NASDAQ would be up 1.7%. Vice versa for down. It's always been more volatile so I wondered why it was holding up better.

I knew it was tech heavy and excluded financials. Looking through that list, it looks like it's outperforming more by avoiding downside than gaining upside. It's out performance is based on stocks it doesn't include

It has no
Financials (Bank of America is down 40%)
Oil and Gas (complete massacre)

1 airline, 1 travel company, 1 hotel, and 1 closed retailer that's been mauled (Ulta 50% down)

Any grouping of stocks that avoided the major blast zones would be outperforming. It does have a lot of MSFT & AMZN and they've been lucky to benefit from the coronavirus situation. The big 5 or so tech stocks are all very safe and cash flush and you'd expect money to flock to safety.

[RunKC]

Originally Posted by Discuss Thrower

Here's why I'd be hesitant to long Disney at this present moment in one picture courtesy of the Fool:



Tesla is a meme company. Nothing about their valuation makese sense. Their merger with SolarCity a few years ago borders on criminal malfeasance.

If you've got enough money to buy a share and it's not going to hamper your overall goals then why not. Otherwise nope. I don't believe in a con man like Elon Musk.

People are always going to go to their parks. I think once a vaccine is created, people will slowly go back and if you long that thing, that’s what matters right?

Their new CEO was in charge of running the parks and all aspects of that side of the business too. Feel like he’s going to make that a priority.

Like I said before, this feels so much like 9/11 to me. People were scared of going to parks and history shows buying in at that point was a good deal.

[Discuss Thrower]

Berkshire unloaded hundreds of millions in airline holdings.

[Rain Man]

Originally Posted by RunKC

People are always going to go to their parks. I think once a vaccine is created, people will slowly go back and if you long that thing, that’s what matters right?

I like how you put this. If I've got a 20-year time horizon, do I think that Disney will be fully recovered in 20 years? Do I think any of these companies will be fully recovered? My hunch is yes.

[lewdog]

Thanks for the suggestions.

Made long term buy for 3M and Wells Fargo on Friday.

[synthesis2]

Originally Posted by Rain Man

I like how you put this. If I've got a 20-year time horizon, do I think that Disney will be fully recovered in 20 years? Do I think any of these companies will be fully recovered? My hunch is yes.

The company work for is very conservative and our President is even more so. He is very confident that by December-February we will have a vaccine ready to go . We will have tens of millions ready by the time it’s approved and a billion or more by the end of next year .

My take is the market bounces back had if this happens and I think by 2022 things are better than even and completely bounced back and then some . I think 2021 will have huge gains as the vaccine is announced and by the end of the year when most people have had their shot the economy will
Be stronger than ever.

[RunKC]

“This will be the worst week. A very painful week is coming.”

Dow up 1,100. Okay I’m confused. Did not think there would be any green this week

[lewdog]

Originally Posted by RunKC

“This will be the worst week. A very painful week is coming.”

Dow up 1,100. Okay I’m confused. Did not think there would be any green this week

Markets are not rational.

[Hammock Parties]

**** yeah!

Still waiting on my goddamn hand sanitizer and green truck money, Strongside. GIMME!!!

[ghak99]

Originally Posted by RunKC

“This will be the worst week. A very painful week is coming.”

Dow up 1,100. Okay I’m confused. Did not think there would be any green this week

The market is based around the future.

Even if you're expecting a slow rebound, people obviously expect things to get better after the peak. Moving the peak from a few months from now to a week from now should indeed cause the market to go up as we've magically eliminated months of punishment from the equation.

[Discuss Thrower]

Originally Posted by ghak99

The market is based around the future.

Even if you're expecting a slow rebound, people obviously expect things to get better after the peak. Moving the peak from a few months from now to a week from now should indeed cause the market to go up as we've magically eliminated months of punishment from the equation.

Or there is a deliberate effort to distort market values in an upward direction.

[Discuss Thrower]

Saudi took a decent stake in Carnival Cruise Lines..

[O.city]

Originally Posted by Discuss Thrower

Saudi took a decent stake in Carnival Cruise Lines..

Let them

All those cruise lines pay taxes elsewhere anyway

[Mecca]

Carnival is the biggest cruise line in the world and turns large profit so they likely see it as a buy low, turn profit investment.