OT: Stock and Investment Thread

Jtung230

Heisman
Jun 30, 2005
19,096
12,259
82
Leon Cooperman: "There's nothing overvalued in today's interest rate environment except the bonds".
That can also be interpreted as everything is in a bubble because of today’s interest rate environment.
 

T2Kplus20

Heisman
May 1, 2007
31,232
19,243
113

RUschool

Heisman
Jan 23, 2004
49,910
14,001
78
Their performance and earnings justify nice new highs. Hope they keep rolling. I'm heavy into the big 5 (which includes MSFT, not NFLX).
I got rid of NFLX but huge into AMZN and MSFT and Apple.

The reason for AMZN and MSFT is because both beat the earning estimate big last quarter but didn’t go to new highs until months later. Apple has the smallest % increase in the first half and will catch up the second half. Just my opinion. Also GOOG ran up so much in the first half already.
 
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T2Kplus20

Heisman
May 1, 2007
31,232
19,243
113
I got rid of NFLX but huge into AMZN and MSFT and Apple.
My biggest account (which makes up about 50% of our retirement assets) includes 7 T Rowe Price funds. I have this inputted into Morningstar's portfolio manager. As per the X-Ray Stock Intersection feature, the top 5 stocks are in this account are:

AMZN
GOOG/GOOGL
MSFT
FB
AAPL

😁
 

RU05

All-American
Jun 25, 2015
14,660
9,161
113
Sofi finally popping. That one has been painful.

Top of my board is a good mix of tech and cyclicals.
 

Joey Bags

All-American
Sep 21, 2019
5,175
5,311
1
How exactly did market analysts arrive at the conclusion that Monday's selloff was due to COVID fears? So everyone was scared for exactly one day and then got over it? That doesn't even make sense.
 

RUTGERS95

Heisman
Sep 28, 2005
29,576
40,763
113
Oct 19, 2010
207,472
28,752
0
I got rid of NFLX but huge into AMZN and MSFT and Apple.

The reason for AMZN and MSFT is because both beat the earning estimate big last quarter but didn’t go to new highs until months later. Apple has the smallest % increase in the first half and will catch up the second half. Just my opinion. Also GOOG ran up so much in the first half already.

I agree with pretty much all of this. I still like GOOGL/GOOG, though. They didn't have huge run-ups in the past few years but the company is a money printing machine.
 

mdk02

Heisman
Aug 18, 2011
26,472
18,770
113
Just Boomers finally realizing how easy they had it.

Yeah, we graduated from college and all got (inflation adjusted) multiple 100k a year entry level job offers in exactly the field we wanted. At least that's what how the popular myth goes that I've been hearing for over 20 years. There were good time and bad times just like any other generation. I loved hearing during the Great Recession that the Boomers never had a bad job market. I said you don't know many graduates from the classes of '74-'75 and '79-'82. And the single BEST time people had it was for the classes of '96-'99. Boomers never had it so good, but it didn't cover a generation, just part of it.
 

mdk02

Heisman
Aug 18, 2011
26,472
18,770
113
My siblings are a saving machine like you T2K and their grandkids with start off with at least $2-5million each present value but I assume they will live at least 20 more years till 80’s so it can double at least. I don’t mention their kids because they will inherit the money when are in their 60’s ready to retire and have their own retirement funds. Our parent did it and passed along this value.

There are people that save and people that don’t. You do have adequate income to save.

But adequate income to save is partially, and I repeat partially, how responsible you are with respect to spending.
 
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RU05

All-American
Jun 25, 2015
14,660
9,161
113
Just trying to motivate you to do some critical thinking instead of click bait headlines. I agree with Cooperman but what he doesn’t say is which way the rate will go.
What click bait headline? I listened to his interview and thought that was an interesting quote.
 

RU05

All-American
Jun 25, 2015
14,660
9,161
113
How exactly did market analysts arrive at the conclusion that Monday's selloff was due to COVID fears? So everyone was scared for exactly one day and then got over it? That doesn't even make sense.
Well wouldn't that question apply to whatever the reason was?

I doubt there was one single reason as to why the market dipped, but why it rebounded is probably not because those that were selling had a change of mindset. More likely there was money on the sidelines waiting to pounce.
 

RUschool

Heisman
Jan 23, 2004
49,910
14,001
78
Cramer and Carolyn Borodin Fibonacci confirms my feeling S&P will be up and Amazon one of best stocks currently forecasting 3,800 , pretty much my FC.

 

T2Kplus20

Heisman
May 1, 2007
31,232
19,243
113
Revealed too much
It will be interesting to see how much we leave our daughter. She will at least inherit one hell of a shore house! We will allocate some to our nephew as well. My sister and her husband do okay, but are not world class savers (however, definitely not in the irresponsible camp).

I'm close to a big promotion, so the savings party will only increase.
 
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RUschool

Heisman
Jan 23, 2004
49,910
14,001
78
It will be interesting to see how much we leave our daughter. She will at least inherit one hell of a shore house! We will allocate some to our nephew as well. My sister and her husband do okay, but are not world class savers (however, definitely not in the irresponsible camp).

I'm close to a big promotion, so the savings party will only increase.
That’s great, you always had the right formula in saving for the long run. I also account which of my relatives have been really successful in my inheritance. It really should be only a safety net and hope they pass it to the next generation.
 
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RU05

All-American
Jun 25, 2015
14,660
9,161
113
10 yr back to 1.3%.

Guy Adami has talked about the big swings in the yield rate and how abnormal it is. I don't know how true that is, or what it means if it is true.
 

T2Kplus20

Heisman
May 1, 2007
31,232
19,243
113
10 yr back to 1.3%.

Guy Adami has talked about the big swings in the yield rate and how abnormal it is. I don't know how true that is, or what it means if it is true.
Sounds like there are still a bunch of chicken littles that still don't believe in this economy and market. Can you short the 10-yr? LOL.