OT: Stock and Investment Thread
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Do you mean the stock price will go up? Because MSFT def did beat the expectations this qtr.
Also MSFT was up about 15% from it's March lows going into earnings, while AMZN was up about 20%. MSFT did dip afterwards but is still up about 10% from early March. AMZN is up around 14ish% during that time. It's not like AMZN is crushing MSFT over this stretch.
Msft dropped after the earning. It’s how they react after earnings. Why do you think Amazon went up after earnings and Microsoft went down? Probably reduced their forecast which make it‘s easier to make the next quarter. It just my opinion.
While it was a clean beat across the board, “expectations were just higher,” according to Jefferies analysts Brent Thill and Joseph Gallo, while BMO Capital Markets analyst Keith Bachman said the quarter was “good but not great.”
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MSFT earnings were amazing this quarter. All of the big 5 techs crushed it. FMV increased for all of them.
Ya, these guys are definitely in a growing into the lofty valuations phase. If they continue to remain flat while continuing to crush earnings, they will eventually start to look cheap and get running again.
ETH playing with the $3k level tonight, perhaps it will break the threshold tonight. Thoughts on once it does? Pulled back to $2.5k'ish and consolidate for a while? Looking for opportunities to buy more on a legit dip.
And ETHE up 16% today. Interestingly GOLD is up 4.6%. While GBTC is up 2.5%.
Materials and oil also up.
So you are thinking it won't stay in the range it has been since Sept, and that a breakout through the all time highs is imminent?
No, I think AMZN is still going down, but I will continue to add in increments might go as low as 3,100-3,200 but then breakout closer to earning season July. What’s the saying “sell in May go away”. I brought my exposure down to 23% from 65% and most are safe dividend stocks that are also down already. I’ll wait for the 10% drop in the FAANG stocks to buy more. I always try to buy and sell in increments since no one knows the top and bottom.
I might not beat the S&P but I’m now very cautious with how high the market is and in the past has avoided the crashes. I’m a retiree that has too watch his pennies and can’t invest 100% into the market like when I was younger.
Trying to make some money to pay my taxes.
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You =
HA! HA! Haven't posted this in a while. All-in, full steam ahead. The economy is booming, COVID cases dropping, nation is opening up, market will go up. Increased my allocation of value funds/etfs a bit. Trying to catch the full bull market as it broadens out. PRSVX, TRMCX, VTV.
See my sig below regarding your fear.....
Speculative Stock Vaxart, study showed their oral Covid vaccine is effective. 30 percent rise in the past week.8.89 per share today. Symbol VXRT
Big Bear appears to be right. Put in my limit orders for AMZN, FB, and AAPL and if they hit great. I hope the market corrects at least 7% so I can feel confidence in buying more stocks.You =
HA! HA! Haven't posted this in a while. All-in, full steam ahead. The economy is booming, COVID cases dropping, nation is opening up, market will go up. Increased my allocation of value funds/etfs a bit. Trying to catch the full bull market as it broadens out. PRSVX, TRMCX, VTV.
See my sig below regarding your fear.....
Is that a picture of Chicken Little, or a high flyer speculative tech investor that has his head in the sand? We continue to see a rotation that many are missing because they continue to look in the rear view mirror at their gains in 2020.You =
HA! HA! Haven't posted this in a while. All-in, full steam ahead. The economy is booming, COVID cases dropping, nation is opening up, market will go up. Increased my allocation of value funds/etfs a bit. Trying to catch the full bull market as it broadens out. PRSVX, TRMCX, VTV.
See my sig below regarding your fear.....
The Chicken Littles seem to be winning today. However, as always, this is temporary. Don't be scared, keep buying and holding! AMZN, FB, MSFT, and GOOGL are all way undervalued.
Great conditions for a continuing bull market:
added to my AAPL position a few minutes ago; so I think there will be some opportunities. Very possible that there will be further weakness, so not moving too many chips in at this point.
Don't miss out on these artificial buying opportunities. You don't want to be upgraded from a Little Bear to a Chicken Little! LOL.
Seriously, the big 5 techs are all undervalued and crushed earnings.
Yea, I added more shares of AMZN, AAPL and started buying a little of PYPL. FB got to go down to 296 or even 280 for me to start buying, msft at 230.
Stocks don’t go straight up. They need to retreat before other investors come in to buy and go higher. Brought some QQQ today But still want the market to go down so I can buy more
Don't miss out like you did last March/April. Just some friendly advice!
FB FMV = $390
GOOG/L FMV = $2925
AMZN FMV = $4200
MSFT FMV = $278
AAPL FMV = only $115 (keep an eye on this, it's the only one of the big 5 that I don't directly own, but obviously own a s-ton via funds and etfs)
Can you please explain the advantages vs disadvantages of ETF's vs. Mutual Funds. It seems like ETF's are higher risk and lower reward...???
I'm also looking at Indexed mutual funds. Can you suggest a few or point me where I can find a listing of all Mutual Funds....with no load, costs / commissions spelled out?
Thanks
MO
I learned one advantage of ETF vs Mutual funds in the 2008 crash. I had a small portion of my investment in a mutual fund and I wanted to sell it in the morning. Mutual funds settle at the end of the day so I saw an additional drop in price of 30% from the morning price. ETF are processed at the time that you sell it. I only buy ETF now but I’m sure there are advantages for mutual funds. You also have time requirement to hold mutual funds like 3-6 months before you can sell them.
mutual funds are actively managed and actually cost more while ETF are passively managed and follow some index.
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ETFs are like holding stock. No gains or losses until you sell and no dividends unless it is paid out to you. Mutual funds are more like partnerships where you get a percentage, a very, very, very, very, very small percentage of the income received and the net capital gains (but net losses are carried forward by the fund) for the year. This means that in a good year you will receive a taxable capital gains distribution which most people roll, over though you can opt for cash.
The advantage of mutual funds is that more of them are managed. ETFs are mostly passive. It takes some time to research funds, but there are plenty of great ones out there.
Most funds are no-load without any time requirements for holding them.
This is a decent summary of the differences. Just a note of clarification, someone mentioned mutual funds are actively managed—some are and some are not. There are “Index funds” in both open end mutual fund form and ETF form. Also, see this: https://www.sec.gov/investor/alerts/etfs.pdf
ETFs may or may not be more risky than mutual funds. It depends largely on the underlying objective and corresponding portfolio. For example, a “leveraged ETF
“ is more risky than an index ETF or mutual fund that tracks the S&P.
One more point, a comment was made that you have to hold a mutual fund for3-6 months before you can sell. That is generally inaccurate. There are “wash sale” rules for funds and other securities that prevent you from claiming a capital loss if you are in and out of an investment within 30 days. Afundcomapny may have an internal policy if you trade excessively but that isn’t 3-6 months that I have ever seen. There may be some horrible insurances based combos of insurance and investing that have a holding requirement but you wouldn’t want to buy hem anyway. I always suggest reading the prospectus to get accurate info.
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You have it backwards. Index funds are lower risk and equal if not better returns over the long hold period.
Prepping for Elon's big night on SNL. Seriously, just spec-ers doing what they do. Avoid.
The two analysts that I trust most are Tom Lee and Jeremy Siegel. They been right most of the time. He did say the FAANG will fall while the S&P goes up which basically the rotation play thats been happening for a couple of quarters. They talked about AMZN and Apple falling which I agree with but will rise before the earnings. I agree with the oil play and much of his talk.
Funny, I worked with a person with the last name Lee that looks and talks like him and mannerism is like him. Not many people talk and act that way. That was about 40 years ago and he was also very interested in stocks. I wonder if he’s his son.