OT: Stock and Investment Thread
- Thread starter RU05
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That's a healthy amount for a speculative company (which may be the next big thing, but you never know). I will add it to my EV basket if it settles down a bit.
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Probably would’ve been easier to just buy the SP500 but not nearly as fun haha
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Michael Burry has placed his bet…
Nice buy signal! Burry has made a career of being right only once.
Forgot to mention, I bought a ton of US Steel shares at the close on Friday.
LOL!
Robotaxis are coming and what company gets there first will be greatly rewarded.
You need to think long-term with companies like TSLA. Buy and hold and then buy some more.
That was true prior to early 2021. If you had bought it in late Jan of that year, you'd be down more then 20% 2.5 years later.You need to think long-term with companies like TSLA. Buy and hold and then buy some more.
Now the EPS has grown 4x since then, and after an earnings trough this year, are expected to grow between 25 and 33% in the next three years, but it's still so expensive that even if it does grow at that rate, it's current price is 30x it's 2027 earnings.
Not if you keep buying, you would be WAY ahead even if you started at the peak. Be careful applying fundamentals to a sentiment stock.
Sentiment, TA, and then fundamentals (most important for stock prices, in that order).
Not so sure about that. Its 40% off its highs. And hasn’t spent a ton of time below these levels since.
If you make up a case where someone bought at the absolute high, you need to be fair and assume that they also bought at $108. Right?
Yes it is. Most stocks with the best fundamentals are value and many of them are long term traps.
But my initial timeline was not the absolute highs, and covers a fairly long time line which leads to the present.If you make up a case where someone bought at the absolute high, you need to be fair and assume that they also bought at $108. Right?
Down 20ish% over the last 2.5 years and current trend is downward.
It just got way too expensive. And when any stock gets that expensive it's not smart to add to indiscrimanently. Definitely would have been smart when it was in the low $100's last year though.
Long term traps don't have the best fundamentals. That is if you include growth in your fundamentals, which I definitely think needs to be included.
Started my EV basket on Jan 2nd or 3rd, so that position looks very nice.
But I do add as I see fit.
Ya, I'm not pooping on TSLA, I'd like to get in given that growth, both growth leading up into today, as well as expected growth in the future, but it still looks expensive imo.Started my EV basket on Jan 2nd or 3rd, so that position looks very nice.
But I do add as I see fit.
When the P/E was 30x early this year? Fundamentally that looks like a buy. At 70x like it was last month, or 60x right now? That doesn't.
On a similar note, Munster was on CNBC either this morning or yesterday talking NVDA.
Says the stock is trading at 35x next years #'s, with 35% eps growth expected. PEG of 1x. Expensive if we look at the static ttm fundamentals(again trough earnings), but perhaps very reasonable if we factor in long term growth trends as well as expected growth.
Says the stock is trading at 35x next years #'s, with 35% eps growth expected. PEG of 1x. Expensive if we look at the static ttm fundamentals(again trough earnings), but perhaps very reasonable if we factor in long term growth trends as well as expected growth.
Bought BWA recently at a little over $40. So down a tad.
10x PE, which is pretty normal for it, but expected growth looks good. Even with no multiple expansion, this could/should see 20% upside into 2025.
I only see one earnings miss in the last 4 years too.
10x PE, which is pretty normal for it, but expected growth looks good. Even with no multiple expansion, this could/should see 20% upside into 2025.
I only see one earnings miss in the last 4 years too.
This is where a lot of bears jump the shark, including our Market Call friends. It's all about P/E and valuation. Nothing ever about growth or PEG, which are way more important.
Sorry, what is this source saying? I looked at the charts real quick but didn't see the main message.
Inventory is up from early in the year.
I'd like to see a longer term chart for more context.
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New article and something announced a few weeks ago:
With a Gallic shrug, Fed bids adieu to the recession that wasn't
With a Gallic shrug, Fed bids adieu to the recession that wasn't