Stocks - I wonder... Is BABA going to be one of the best dip buys for the last few years? |
- I wonder... Is BABA going to be one of the best dip buys for the last few years?
- How does Jim Cramer still have a job?
- SOFI buy or die?
- Current Energy Crisis (Renewables vs. Fossil Fuels)
- What Real Estate and Monopoly can teach you about current times.
- Cathie Wood says oil demand has peaked.
- $MAT Mattel is Trading on a Pullback for Supply Chain Fears. This Christmas Plays’ Inventories Say Investors Should be Doing to Opposite
- Best Dividends
- Long term investing advice ETFS/REITS
- Help getting started
- Thoughts on $ASPN: Aspen Aerogel for the long term
- Falling Knives Club
- Tech heavy, 20% cash. What to do.
- Questions About Short Expiry Dates.
- /r/Stocks September2021 Top Holdings
| I wonder... Is BABA going to be one of the best dip buys for the last few years? Posted: 03 Oct 2021 05:15 AM PDT Look at the stock price. Exactly 12 months ago, it was ATH at $304 and its now at $144.20. It shows no signs of stopping and I can't figure out where the support will actually be, but surely it's got to be a good opportunity when the freefall actually stops. Year on year profits have gone up, expenses have gone down and EPS is still positive. Most analyst targets are well in excess of the $200 mark and I know its China and poohbear can screw things up anytime he wants, but baba is a giant and I think this opportunity can't be overlooked. [link] [comments]  |
| How does Jim Cramer still have a job? Posted: 03 Oct 2021 01:09 PM PDT This guy gets on TV and makes bold stock predictions every day and is completely wrong almost every time. Then the next day plows ahead like yesterday never happened and makes more predictions that are inevitably wrong. Contradicts himself nonstop and most importantly has significantly underperformed the market according to some of the most recent studies (https://www.ifa.com/articles/cramer_chasing_mad_money/) He claims to have returned an average of 24% over 14 years of his hedge fund operating although this data is conveniently private and highly disputed. How does someone who can allegedly beat the market by so much in his private hedge fund all of a sudden start preforming terribly once his positions are public? He shouldn't be on TV giving market predictions let alone starting an "Investors Club" marketed towards "building long term wealth". Is the entertainment factor the only thing that gets him airtime on such a reputable outlet like CNBC? This is the same guy who was ignorant enough to openly admitted to illegally manipulating stocks in his hedge fund in 2006 in a video that he's using his website TheStreet to flag and remove from the internet. https://www.reddit.com/r/videos/comments/l8m69d/jim_cramer_admitting_to_how_he_manipulated_the/ TLDR; Inverse Cramers predictions and you'll be lambo shopping by the end of the month [link] [comments]  |
| Posted: 03 Oct 2021 08:22 AM PDT You guys take a look at SoFi? How do you feel about it? Looks like it has everything it needs to be a serious player in finance and with growth in customers I see a promising future. What do you all think? [link] [comments]  |
| Current Energy Crisis (Renewables vs. Fossil Fuels) Posted: 03 Oct 2021 02:40 AM PDT There is a global energy crisis unfolding today. Energy prices worldwide have been soaring and its not even winter in the Northern Hemisphere yet. Globally, we have been chasing renewable pipe dreams as if they will save the day. As Charif Souki said, "we are now seeing reality clash with our aspirations". To compound the problem, Europe has been decommissioning Nuclear plants, the wind hasn't been blowing, global gas storage is low, and we may have a cold winter. Energy Demand is increasing worldwide. Currently, 80% of the world's energy is consumed by 15% of the world's population. The majority of the world lacks basic energy infrastructure, but that is changing. China, India and Africa will increase their energy demand exponentially in the coming years/decades. Natural Gas is positioned to be the biggest winner as the most affordable and cleanest of practical solutions. Expensive renewables represent a small fraction of energy generation. Doubling/tripling renewables would probably not even cover the new demand from developing countries (even if they could afford them). As we try to decarbonize and reduce pollution, we will switch coal plants to nat gas since nat gas is significantly cleaner. Worldwide, we produce 43 billion tons of Co2 annually. Switching all coal to natural gas would reduce that by 6 billion tons. Im not saying that all will switch, but I am saying that Nat gas will cannibalize coal AND that energy demand is growing. Its a great recipe for Natural Gas. One final point on electricity… For some strange reason, many people view "electric" as an energy source. Electric is NOT a primary energy source. Something has to generate the power for electric. In most cases, that power generation is from coal and nat gas. The increase in electrification worldwide (particularly with EV adoption) will drive nat gas demand even further. Careful getting sucked into the renewable dream. Practicality will win the day through the real market. Natural gas will be a growing and profitable investment for the decades to come. [link] [comments]  |
| What Real Estate and Monopoly can teach you about current times. Posted: 03 Oct 2021 12:51 PM PDT Was scrolling through social media and came across several open houses down here in Florida. People were posting videos on how packed the houses were and I have to say there are about 100 people per open house. This got me thinking. One time I had some friends over and we decided to play a game of monopoly. As the game went on we were passing go and collecting the money. Every player had money, there was no shortage. This has got to be the monopoly game that has had the most money in circulation I have ever played. Anyways, when we all made our trades and started building houses I noticed there was a shortage of houses. Since there was so much money in circulation on the board, all the houses were being bought up. It got to the point where there were no more houses and we were hawkishly waiting for someone to add a hotel so that some houses would free up. When they did eventually, we would bid for the houses in many cases paying extra or more than they were worth. (Can you see the correlation). The game went on and since many players including myself "over paid" for the houses we ended up biting off more than we could chew and we started dropping like flies. The winner of the game won because he didn't overpay for the houses and waited for those that did to not be able to pay when they landed on others properties. In this case even if they overpaid for a property, they had to sell it by half of the value to stay solvent. Then as the players started to drop, houses went back to the market and it was flooded with properties in many cases those who had money would buy but the amount of properties hitting the market was no where close to the amount of properties being bought. The way I correlate this to the real estate market in the United States as a whole is that since there is a ton of money in the system and there are credit worthy people, individuals are able to buy these homes. However like in the game of monopoly, when the money supply gets constraint… or is slower down, you then are stuck with properties that you overpaid because it seemed right to do so but when values start to drop your stuck paying a fixed price of let's say $500,000 for a house when it's only worth $400,000 now. And perhaps you have to sell at a lower price to stay solvent. My best guess into timing this is when the fed begins to taper and begins raising interest rates. The money faucet will close and those that overpaid will inevitably be in trouble. The ones who will benefit from this crisis are those with assets, exposed to the rise in markets but also have plenty of firepower (cash) on the sidelines to deploy when the time is right. Nothing wrong, nothing biased. This is just the perfect example of how capitalism works. Those who have capital in times of the cap soon make money, and those who have capital in times of crisis also make money. Moral of the story… HAVE capital so that you can participate in the beautiful machine of capitalism. [link] [comments]  |
| Cathie Wood says oil demand has peaked. Posted: 03 Oct 2021 12:34 AM PDT Well, it's quite obvious she's bearish on oil. As someone who has been heavily invested in her funds, EVs, solar and growth tech stocks, I haven't touched oil with a 10 foot pole given that the world is transitioning slowly away from fossil fuels and ESG concerns are real. However, I can't help but feel like I've missed out on the huge rally oil stocks have experienced in the last 1 year. How are you guys treating oil stocks in light of oil prices going to 80? I believe Cathy is ultimately right in the long term but anyone else considering investing in oil stocks in the near term (boomer stocks…Yuck… I know)? [link] [comments]  |
| Posted: 03 Oct 2021 05:05 AM PDT Observations: -$MAT is trading at a solid value right now right before Black Friday and the Holiday Shopping Season. -Supply Chain Fears is the likely reason for the lack of confidence in MAT -$MAT has more than enough inventory to get them through the holiday season. https://www.macrotrends.net/stocks/charts/MAT/mattel/inventory -It is highly likely that Mattel, like other manufacturers & retailers, anticipated shipping problems during the holidays and placed their orders earlier this year. The current bottlenecks are likely a result of orders after the fact. -The recent increase in doom and gloom headlines referencing toys and supply chain issues will likely result in parents shopping for toys early out of fear that toys won't be available during the holiday shopping season. This may result in an extended holiday shopping season and increased sales for Mattel -Mattel's financials are sound, they're trading at a value, they regularly beat earnings, and they are expected to grow well into the foreseeable picture. -Further insight as to Mattel's current position, inventories, & outlook, will be provided during earnings on 10/21 AH [link] [comments]  |
| Posted: 03 Oct 2021 09:41 AM PDT What are the best dividend stocks to invest in if your goal is to retire off the dividends? I know VOO and APX is up there, any other good ones? Looking to grow along with the dividends, but dividends taking the top priority. [link] [comments]  |
| Long term investing advice ETFS/REITS Posted: 03 Oct 2021 08:03 AM PDT so I really need to pull the trigger on long term investing and im afraid to put long term savings into the wrong ETF. I use fidelity and I wanna mainly put 50% Into REITs (FRESX perhaps) and 50% into one ETF (technology?) use the REITs as a 10 years investment and let compound interest ride for at least 20 years on the ETF. right now I can put $50-100 a week into this plan. Do you guys have any advice on this? as far as picking a ETF, or if I should invest differently/more efficiently? [link] [comments]  |
| Posted: 03 Oct 2021 09:50 AM PDT I am a young adult who just started making a decent amount of money. I would like to start learning and investing in stocks. I am going to start small- maybe $25 but I would like some advice on how to begin! For a total beginner, how can I start learning the ropes?! All advice is appreciated :) [link] [comments]  |
| Thoughts on $ASPN: Aspen Aerogel for the long term Posted: 03 Oct 2021 08:19 AM PDT Thinking of opening a position in ASPN. Looking to find other sectors than tech to invest. The company looks really promising with their product have applications in rockets and EV batteries. I'm just wondering if they are overvalued right now, since the stock has gone parabolic this year. Any thoughts or insights would be appreciated. Thanks! [link] [comments]  |
| Posted: 02 Oct 2021 04:57 PM PDT Have you recently joined the Falling Knives Club? I sure have, lol... Recent purchases: FB, QCOM, ASML, JD, PDD All dropped pretty dramatically just days after acquiring. Shiznit happens. It sucks when you buy a stock one week too early. [link] [comments]  |
| Tech heavy, 20% cash. What to do. Posted: 02 Oct 2021 03:44 PM PDT I realize there will be a lot of pressure on faang and tech coming up but I'm long term. However I'm wondering if being long those (faang) I shouldn't make some short term moves to lighten my tech exposure. The shares would be long that I'm exiting so taxes aren't much for me, although I'll feel like I'm cheating on my tech names lol. I do have things like VTI, HD, UNH, medical devices mutual fund (FSMEX), COST, ODFL, TMO, but am about 50% tech names like MSFT GOOGL NVDA AAPL ASML PYPL CRWD SQ etc. I also am 20% or a little more cash right now. I was planning on deploying the cash into faangs if we get a significant pull back in those names which I don't feel we have had yet. I'm mainly wondering if that's a good strategy (buying significant dips in tech mega cap) or if some cash should be deployed into "reopening" (although I'm kind of tired of hearing about that! Lol) stocks, Or deployed into industrials or whatever. I realize being 50% tech I'm gonna get hit, but I always think of tech rebounding eventually so it doesn't worry me. I know that long term MSFT AAPL GOOGL NVDA will go up imo. My portfolio is already down about 4% for September, but I'm not panicking yet! [link] [comments]  |
| Questions About Short Expiry Dates. Posted: 02 Oct 2021 08:35 PM PDT I have been trying to learn more about shorting and I came across an article on Investopedia that mentions expiry date's briefly. However in most articles say that shorts can be held for as long as an investor wants, as long as they pay their margin interest. Can anyone explain what is meant by a "Short Expiry Date" or send me an article related to it. [link] [comments]  |
| /r/Stocks September2021 Top Holdings Posted: 02 Oct 2021 11:00 PM PDT Hello folks, I've analysed the symbol mention data in the /r/Stocks Rate My Portfolio thread for September 2021: https://www.reddit.com/r/stocks/comments/pfpyxc/rate_my_portfolio_rstocks_quarterly_thread/hecepw4/?context=3 It was interesting to me so thought I'd share. Here is a Pie chart showing the most mentioned symbols by the community for September: [link] [comments]  |
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