OT: Stock and Investment Thread

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
looks like LB club added a few members today. Powell and Yellen thinks valuation is high. Aldo is really locking down the #1 spot today. Hard for me to compete. GME is reporting after the bell. Not sure if it even matters. Maybe there just pics pics of rockets and ice cream cones.
Bonds are in the toilet, interest rates are garbage, only one place to put your money for decent returns. Long-term trend is up and will remain so. Take advantage of the buying opportunities!
 

Jtung230

Heisman
Jun 30, 2005
19,078
12,244
82
Bonds are in the toilet, interest rates are garbage, only one place to put your money for decent returns. Long-term trend is up and will remain so. Take advantage of the buying opportunities!
I am going to take advantage of the buying opportunities. We just have a different definition of buying opportunities. It'll be interesting to see what happens with GME tomorrow. Earnings sucked and will suspend guidance. Will it matter? To the moon or crash landing. So fun.
 

mdk02

Heisman
Aug 18, 2011
26,458
18,761
113
I am going to take advantage of the buying opportunities. We just have a different definition of buying opportunities. It'll be interesting to see what happens with GME tomorrow. Earnings sucked and will suspend guidance. Will it matter? To the moon or crash landing. So fun.

"Guidance? We don't need no stinkin' guidance. We're sticking it to the man!"
 
Dec 4, 2010
5,866
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The fundamental flaw in your logic is that you assume everyone wants a Tesla. Consumers will soon have more choices than ever. Tesla could produce 12X the number of batteries but that doesn’t mean Tesla will sell 12X the number of vehicles. Consumer choice alone based on factors such as pricing, individual preferences, brand loyalty, etc. will drive competition regardless of whether Tesla’s technology is light-years ahead. Next time you are on the highway take a look around and count the number of auto manufacturers, vehicle classes, colors, styles, etc. Cars are not widgets. Just look at the auto brand loyalty studies and you’ll be amazed at how resistant consumers are to change. The point is that it’s not simply a race against Tesla for EV technology superiority.
And your logical fallacy is you're putting way too much emphasis on brand loyalty. I may be loyal to a brand, but will certainly investigate another if I know I'm getting more for less.
Most efficient
Best tech
Safest
Best value
Best autonomy
Best entertainment
Best charging network
and yes, they're headed by the most badass CEO the world has ever seen.

But, but, but...the competition is coming! No, there not. It's a race for 2nd place. Tesla has won the decade. It's not close. I hope VW's battery presentation has awoken you from your slumber to this fact.

I'm not saying they capture even half of the vehicle market. That's impossible. Plenty of people go into a restaurant and order the 7th or 8th best entree. They'll certainly have the biggest piece of the pie by the end of the decade and they'll continue to sell every vehicle they produce.
 

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
113
I am going to take advantage of the buying opportunities. We just have a different definition of buying opportunities. It'll be interesting to see what happens with GME tomorrow. Earnings sucked and will suspend guidance. Will it matter? To the moon or crash landing. So fun.
I'm looking for tech value opportunities. You?

GME is down 13% in after hours.

Intel up 6% in after hours.
 
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Jtung230

Heisman
Jun 30, 2005
19,078
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82
"Those are the sort of challenges that we don't have"
Did you see the specs on their car? Looks like they have some challenges, no? Hubris is a *****.
I didn't see their specs. It's all too expensive for me. I agree TSLA have all different types of challenges. Earnings is a big one. The stock already awarded guys that bought in early. But buying in now will be a different story. I'm too busy shorting GME so wish all of you luck. Will check back in 2031.
 

RU05

All-American
Jun 25, 2015
14,651
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INTC popping on the news that they will build a $20B plant in AZ in order to meet the worldwide demand for chips.

We just talked about them. Cheap multiples, but shrinking earnings. The new CEO looking to change the direction of those earnings.
 
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RU in IM

All-Conference
Nov 3, 2011
2,678
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And your logical fallacy is you're putting way too much emphasis on brand loyalty. I may be loyal to a brand, but will certainly investigate another if I know I'm getting more for less.
Most efficient
Best tech
Safest
Best value
Best autonomy
Best entertainment
Best charging network
and yes, they're headed by the most badass CEO the world has ever seen.

But, but, but...the competition is coming! No, there not. It's a race for 2nd place. Tesla has won the decade. It's not close. I hope VW's battery presentation has awoken you from your slumber to this fact.

I'm not saying they capture even half of the vehicle market. That's impossible. Plenty of people go into a restaurant and order the 7th or 8th best entree. They'll certainly have the biggest piece of the pie by the end of the decade and they'll continue to sell every vehicle they produce.

Hopefully they sell every one they produce. That goal is always achieved in time. But, will they have the demand that is consistent with what they can optimally produce.? There is not enough evidence at this time that Tesla will dominate the market when there is more EV competition. And, even if they are the best, it doesn’t mean that everyone will want one. There are many many cars that I can afford, and would love to own. Do I buy them? No! I buy the car that’s right for me and my family. And by the way, I work in a very large organization, and I don’t know one person that owns a Tesla, or is planning to buy one. Does Tesla manufacture great cars? Yes, that seems to be the case. However, they will need to sell a crap ton of vehicles in the future to justify their price. Time to sit back and watch.

LB3
 

RU05

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Jun 25, 2015
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I recently asked @mdk01, after he said that it was late to be getting in to the oil trade, if it was too late? Well it may have been.

The likes of CVX, BP, XOM down about 8-10% in the last 10 days.

Though very possible it is just taking a breather waiting for that next leg.
 

RU05

All-American
Jun 25, 2015
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Watching Tom Lee on Fastmoney and he notes Goldman set a price target for Oil at $80.

Which would be a backer for the "just taking a breather" thesis.
 
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T2Kplus20

Heisman
May 1, 2007
31,189
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113
Watching Tom Lee on Fastmoney and he notes Goldman set a price target for Oil at $80.

Which would be a backer for the "just taking a breather" thesis.
Hope that happens. XLE has pulled back about 10% in the past 2 weeks. Still up 20% though.
 

RUAldo

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Sep 11, 2008
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And your logical fallacy is you're putting way too much emphasis on brand loyalty. I may be loyal to a brand, but will certainly investigate another if I know I'm getting more for less.
Most efficient
Best tech
Safest
Best value
Best autonomy
Best entertainment
Best charging network
and yes, they're headed by the most badass CEO the world has ever seen.

But, but, but...the competition is coming! No, there not. It's a race for 2nd place. Tesla has won the decade. It's not close. I hope VW's battery presentation has awoken you from your slumber to this fact.

I'm not saying they capture even half of the vehicle market. That's impossible. Plenty of people go into a restaurant and order the 7th or 8th best entree. They'll certainly have the biggest piece of the pie by the end of the decade and they'll continue to sell every vehicle they produce.
First of all, there is perhaps no industry that relies on brand loyalty more than the auto industry. Second of all, your “Best...best...best” response is based on little more than your personal opinion including the “badass CEO” comment. The fact that you won’t concede a single point on Tesla leads me to believe you are irrational when it comes to anything Tesla or Musk related.
 

T2Kplus20

Heisman
May 1, 2007
31,189
19,200
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First of all, there is perhaps no industry that relies on brand loyalty more than the auto industry. Second of all, your “Best...best...best” response is based on little more than your personal opinion including the “badass CEO” comment. The fact that you won’t concede a single point on Tesla leads me to believe you are irrational when it comes to anything Tesla or Musk related.
"The fact that you won’t concede a single point on Tesla leads me to believe you are irrational when it comes to anything Tesla or Musk related."

Truly an ironic statement coming from LB1.
 
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RUAldo

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Sep 11, 2008
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:The fact that you won’t concede a single point on Tesla leads me to believe you are irrational when it comes to anything Tesla or Musk related."

Truly an ironic statement coming from LB1.
Give me a break - I hope you are kidding. I’ve said that Tesla is a great company a dozen times. That Musk is a visionary. That I would buy Tesla stock in a hot second at the right price/valuation. What are you talking about?!
 

RU05

All-American
Jun 25, 2015
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Hope that happens. XLE has pulled back about 10% in the past 2 weeks. Still up 20% though.
As I have some high beta oil plays, in addition to some bigger names in the sector, I've been lagging the past couple days, and hit pretty hard today.

So yeah, hope it happens.
 

RUAldo

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Sep 11, 2008
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Give me a break - I hope you are kidding. I’ve said that Tesla is a great company a dozen times. That Musk is a visionary. That I would buy Tesla stock in a hot second at the right price/valuation. What are you talking about?!
Just to add - for purposes of this thread, I simply evaluate TSLA from an investment perspective and I believe it’s way too expensive, and is propped up by retail speculation and Musk/CW shenanigans. If it dropped to a number I was comfortable with I’d have no problem owning it even with competition on the horizon. But if I listened to the people pushing it at $900 I’d be in a world of pain right now.
 
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T2Kplus20

Heisman
May 1, 2007
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Just to add - for purposes of this thread, I simply evaluate TSLA from an investment perspective and I believe it’s way too expensive, and is propped up by retail speculation and Musk/CW shenanigans. If it dropped to a number I was comfortable with I’d have no problem owning it even with competition on the horizon. But if I listened to the people pushing it at $900 I’d be in a world of pain right now.
^^^^^ LB1 getting defensive. :)
 
Dec 4, 2010
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First of all, there is perhaps no industry that relies on brand loyalty more than the auto industry. Second of all, your “Best...best...best” response is based on little more than your personal opinion including the “badass CEO” comment. The fact that you won’t concede a single point on Tesla leads me to believe you are irrational when it comes to anything Tesla or Musk related.
Personal opinion?
Sometimes you're able to articulate a reasonable point, other times you just lie out of your ***. It's a poor reflection of your character, and diminishes your credibility. Because you must know I could site a long list of publications, articles, and automotive experts who would support my claims about Tesla vehicles.
 
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RUAldo

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Personal opinion?
Sometimes you're able to articulate a reasonable point, other times you just lie out of your ***. It's a poor reflection of your character. Because you must know I could site a long list of publications, articles, and automotive experts who would support my claims about Tesla vehicles.
Personal opinion?
Sometimes you're able to articulate a reasonable point, other times you just lie out of your ***. It's a poor reflection of your character, and diminishes your credibility. Because you must know I could site a long list of publications, articles, and automotive experts who would support my claims about Tesla vehicles.
For some reason you think I care about Tesla or Musk. Let’s be clear - I don’t. This is a stock and investment thread and not a debate over whether Belly’s car is the “best”. I get it - you love your Tesla and you are passionate about the brand and the Technoking. But don’t get all pissy because someone doesn’t think Tesla is awesome. Personally, I’d never buy a Tesla because I think they are ugly and the interior feels like a Mazda (other than the massive screen). I’ve driven nothing but BMWs for the last 20 years. I’m sure there are plenty of people that think BMWs suck and that’s fine by me. So, again, is Tesla a good investment at the current levels? I would argue that it is not.
 

T2Kplus20

Heisman
May 1, 2007
31,189
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For some reason you think I care about Tesla or Musk. Let’s be clear - I don’t. This is a stock and investment thread and not a debate over whether Belly’s car is the “best”. I get it - you love your Tesla and you are passionate about the brand and the Technoking. But don’t get all pissy because someone doesn’t think Tesla is awesome. Personally, I’d never buy a Tesla because I think they are ugly and the interior feels like a Mazda (other than the massive screen). I’ve driven nothing but BMWs for the last 20 years. I’m sure there are plenty of people that think BMWs suck and that’s fine by me. So, again, is Tesla a good investment at the current levels? I would argue that it is not.
BMW's are disgusting. And mostly, the people that drive them desperately pretend to be something they are not. See how that works?

Time to grow up and stop with the emotional nonsense. Start posting like a normal person and perhaps Belly will stop crushing you with facts.
 

T2Kplus20

Heisman
May 1, 2007
31,189
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Personal opinion?
Sometimes you're able to articulate a reasonable point, other times you just lie out of your ***. It's a poor reflection of your character, and diminishes your credibility. Because you must know I could site a long list of publications, articles, and automotive experts who would support my claims about Tesla vehicles.
When you prove him wrong, he goes emotional and posts like a child. Not a good look!
 

RUAldo

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Sep 11, 2008
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BMW's are disgusting. And mostly, the people that drive them desperately pretend to be something they are not. See how that works?

Time to grow up and stop with the emotional nonsense. Start posting like a normal person and perhaps Belly will stop crushing you with facts.
T2Kplus20 - there isn’t a person on this board that thinks you know your *** from your elbow when it comes to investing. You begged everyone to buy TSLA at almost $900. Then at $800. Then at $700. All of your spec tech plays are in the ******* right now because you don’t understand what a sector rotation means and the impact of rising interest rates. You also talk like a BTC big shot yet your crypto research consists of watching “Guy the crypto guy” videos, and unfortunately post that horrible scripted trash here. If you want to add value to this thread, cut the cheerleading BS and show us that you understand how fundamentals drive long term stock appreciation instead of riding the same Fed induced market wave that has inflated all of our investment accounts.
 
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T2Kplus20

Heisman
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T2Kplus20 - there isn’t a person on this board that thinks you know your *** from your elbow when it comes to investing. You begged everyone to buy TSLA at almost $900. Then at $800. Then at $700. All of your spec tech plays are in the ******* right now because you don’t understand what a sector rotation means and the impact of rising interest rates. You also talk like a BTC big shot yet your crypto research consists of watching “Guy the crypto guy” videos, and unfortunately post that horrible scripted trash here. If you want to add value to this thread, cut the cheerleading BS and show us that you understand how fundamentals drive long term stock appreciation instead of riding the same Fed induced market wave that has inflated all of our investment accounts.
More comical emotions and attacks. Sorry, but you are being given a 1-week timeout.
#ignored
 

T2Kplus20

Heisman
May 1, 2007
31,189
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As I have some high beta oil plays, in addition to some bigger names in the sector, I've been lagging the past couple days, and hit pretty hard today.

So yeah, hope it happens.
Ouch. When did you jump into the oil plays? I think you should still be up nicely. If oil heads to $80'ish, all will be good!
 

rurahrah000

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INTC popping on the news that they will build a 420b plant in AZ in order to meet the worldwide demand for chips.

We just talked about them. Cheap multiples, but shrinking earnings. The new CEO looking to change the direction of those earnings.
Sorry to break up the name calling and the childish discussion related to TSLA, but today’s news on INTC could potentially be a game changer. Dips in INTC should be bought (my opinion). INTC still needs to prove itself in the nano chips.
 

T2Kplus20

Heisman
May 1, 2007
31,189
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Sorry to break up the name calling and the childish discussion related to TSLA, but today’s news on INTC could potentially be a game changer. Dips in INTC should be bought (my opinion). INTC still needs to prove itself in the nano chips.
The market responded very well to the news. INTC was up +6% during after hours. What are your thoughts on the near term opportunity?
 

T2Kplus20

Heisman
May 1, 2007
31,189
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I'm still up overall in Oil, but last couple days have stung.
FMV for XOM is still $74, nice room to grow. XLE is a big part of our backdoor Roth IRAs (about 20% allocation). This is our one managed account, so our financial advisor is watching this closely.
 

RU05

All-American
Jun 25, 2015
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Sorry to break up the name calling and the childish discussion related to TSLA, but today’s news on INTC could potentially be a game changer. Dips in INTC should be bought (my opinion). INTC still needs to prove itself in the nano chips.
As that factory is still years off, and they need to be able to produce a product that companies will buy, they are still some years off, so I imagine there will be buying opportunities.


But a company that currently makes a ton of money, yet is valued pretty inexpensively in relation to those earnings, in a sector that will certainly continue to grow, and is now being led by a CEO that seems to have a plan so as to capture a larger % of that growing sector? It might not be prudent to wait too long.
 

T2Kplus20

Heisman
May 1, 2007
31,189
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That is a rather nuanced topic. There is a POV that some regulation would be a huge positive for BTC and cryptos. This includes the typical money laundering regulations. While a lot of institutional money has moved into BTC, there is still way more waiting on the sidelines. Such protections will make BTC a safer asset option.

Obviously, governments can go too far and try to screw things up, but due to the decentralized blockchain, it would be hard to really impact it.
 

mdk02

Heisman
Aug 18, 2011
26,458
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I recently asked @mdk01, after he said that it was late to be getting in to the oil trade, if it was too late? Well it may have been.

The likes of CVX, BP, XOM down about 8-10% in the last 10 days.

Though very possible it is just taking a breather waiting for that next leg.

Oils get hit every time there's a new wave of shutdowns like what's happening in Europe. If XOM drops to 50 you get a 5.8% dividend while you wait. Nowhere near as good as 10.2% if your purchase price was 35 like last summer. Of course it will never go to $30,000 per share.
 
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