OT: Stock and Investment Thread

RUschool

Heisman
Jan 23, 2004
49,910
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Really comes down to the continued decline in labor participation. Boomer retirement rate increasing and staff losses in certain professions… health care and hospitality; teachers are next, they are fed up…… a thankless job these days and very poor pay.
Some couples are finding they don’t need the extra money from two income and are willing to live on one income to spend more time with their families. People are just not out there looking for jobs.
 

RUAldo

All-Conference
Sep 11, 2008
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People are just not out there looking for jobs.
I’ve never seen anything like this. With everyone going nuts about inflation you’d think earning a living to pay bills should be #1 priority. Personally, I could retire today if I wanted to but wouldn’t want to give up my peak earning potential because you can never get those years back and they pave the way for serious wealth building.
 
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T2Kplus20

Heisman
May 1, 2007
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Some couples are finding they don’t need the extra money from two income and are willing to live on one income to spend more time with their families. People are just not out there looking for jobs.
It is an interesting dynamic going on today. I will love to see a full analysis and paper done this.
 

RUBlackout

All-American
Mar 11, 2008
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It is an interesting dynamic going on today. I will love to see a full analysis and paper done this.
All depends on earning potential and goal for retirement or additional saving/spending plans. I am in a one income household and while we do well it would be nice to have another income to either move up retirement plans or expedite additional expenditures like a second home, college funds, etc

A lot of stress and pressure with it also.
 
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T2Kplus20

Heisman
May 1, 2007
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All depends on earning potential and goal for retirement or additional saving/spending plans. I am in a one income household and while we do well it would be nice to have another income to either move up retirement plans or expedite additional expenditures like a second home, college funds, etc

A lot of stress and pressure with it also.
+1
Only one income means that only one work issue can really impact the family, even with a healthy savings account.
 
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RU05

All-American
Jun 25, 2015
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looking at the last 4 years, and literally every quarter from every one of those companies is profitable, and every quarter is a beat.

MSFT has the best looking upward trend in earnings during that time.

MSFT also has the best stock price gain of that group over the last 10 years. AAPL is not far behind.

ORCL and CSCO with very similar 10 year performance though they trail AAPL and MSFT by a wide margin. Both of these companies have been rewarded of late for switching more towards software services.

IBM is down over the last 10 years. It would be the turnaround play in this group.

On a more short term note. Oracle had a big upward move after its last earnings call, but is down 20% since, not sure of the why.
 
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RU05

All-American
Jun 25, 2015
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Anyone bought $QCOM?
I haven't, I'm pretty heavy in semi's already, and I'm watching NVDA as well.

But QCOM looks great. Consolidating after a big run. Significantly cheaper here on a P/E basis then it was pre covid. Despite the stock price doubling. Growth prospects look good, and it too always beats.
 
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T2Kplus20

Heisman
May 1, 2007
31,268
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looking at the last 4 years, and literally every quarter from everyone of those companies is profitable, and every quarter is a beat.

MSFT has the best looking upward trend in earnings during that time.

MSFT also has the best stock price gain of that group over the last 10 years. AAPL is not far behind.

ORCL and CSCO with very similar 10 year performance though they trail AAPL and MSFT by a wide margin. Both of these companies have been rewarded of late for switching more towards software services.

IBM is down over the last 10 years. It would be the turnaround play in this group.

On a more short term note. Oracle had a big upward move after its last earnings call, but is down 20% since, not sure of the why.
I was eyeing AAPL all day today. If it dropped below $170 I was going to buy. Never made it there.....yet.

Any good energy plays? I am looking thru XLE's portfolio. SLB looks interesting.
 

RU05

All-American
Jun 25, 2015
14,671
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I was eyeing AAPL all day today. If it dropped below $170 I was going to buy. Never made it there.....yet.

Any good energy plays? I am looking thru XLE's portfolio. SLB looks interesting.
Agree on SLB.

CVX is considered the best run of the oils.

I just bought some KMI.
 
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T2Kplus20

Heisman
May 1, 2007
31,268
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Agree on SLB.

CVX is considered the best run of the oils.

I just bought some KMI.
SLB is on my list now. CVX is a great company, but most if its run may have happened already. That's why I am not watching F too closely. Unless it drops back below $20.
 
Dec 17, 2008
45,214
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looking at the last 4 years, and literally every quarter from every one of those companies is profitable, and every quarter is a beat.

MSFT has the best looking upward trend in earnings during that time.

MSFT also has the best stock price gain of that group over the last 10 years. AAPL is not far behind.

ORCL and CSCO with very similar 10 year performance though they trail AAPL and MSFT by a wide margin. Both of these companies have been rewarded of late for switching more towards software services.

IBM is down over the last 10 years. It would be the turnaround play in this group.

On a more short term note. Oracle had a big upward move after its last earnings call, but is down 20% since, not sure of the why.
ORCL has been trending down since their Cerner takeover announcement. It's just on the 200DMA now.

Carter Worth had a segment on IBM the other day. He was bearish on it. Had a trendline dating back to 2011 where every time IBM came up against it, it was rejected. It's pushing up against that downward trendline again. Also relative strength vs the S&P wasn't great. Will it break that trend finally?
 
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T2Kplus20

Heisman
May 1, 2007
31,268
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Interesting and contrary POV on current economic events from CW. Worth the time:

.....https://www.youtube.com/watch?v=EamI_Eg1OW4&list=WL&index=3

Cut and paste without the "....." - link preview not working.
 

RUAldo

All-Conference
Sep 11, 2008
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This is the second new variant found since omicron. Most variants are actually meaningless and die out quickly. I believe there have been 12=15 know COVID variants identified, but only 3 have become dominant strains (original, Delta, and omi).
Right, but it combines two dominant strains which is why I found it interesting.
 

RU in IM

All-Conference
Nov 3, 2011
2,685
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ORCL has been trending down since their Cerner takeover announcement. It's just on the 200DMA now.

Carter Worth had a segment on IBM the other day. He was bearish on it. Had a trendline dating back to 2011 where every time IBM came up against it, it was rejected. It's pushing up against that downward trendline again. Also relative strength vs the S&P wasn't great. Will it break that trend finally?

I purchased ORCL on Thursday at $86.00. I like buying solid companies on the dip.
 

T2Kplus20

Heisman
May 1, 2007
31,268
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I purchased ORCL on Thursday at $86.00. I like buying solid companies on the dip.
Solid company, but way overpaid for Cerner. Besides that brief artificial pop, ORCL isn't down that much. I would like to see drop some more.
 

RU in IM

All-Conference
Nov 3, 2011
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Not a bad place to park some cash. I was looking at it as well.

Bought at $66.79 in March, sold 2/3 for $90.45 in July for 36% gain. I try not to get too greedy, so had to cash in. Happy to get in 15% off it’s recent high and 5% below my sale.
 

T2Kplus20

Heisman
May 1, 2007
31,268
19,262
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FYI - big techs that are currently undervalued (based on Morningstar FMV):

MSFT (slightly)
AMZN
FB
GOOG/L
ADBE
CRM
Intel
NOW

I'm also watching to see if AAPL dips below $170. Also, plenty of smaller growth tech starting to look cheap.
 
Dec 17, 2008
45,214
16,774
0
FYI - big techs that are currently undervalued (based on Morningstar FMV):

MSFT (slightly)
AMZN
FB
GOOG/L
ADBE
CRM
Intel
NOW

I'm also watching to see if AAPL dips below $170. Also, plenty of smaller growth tech starting to look cheap.
Looks like tech will take it on the chin a bit at the open and you'll get your shot at AAPL under 170.
 
Dec 17, 2008
45,214
16,774
0
New 52wk low for PYPL. Trendline support may have finally broken.

SOFI below 13.

AMZN getting near the bottom of the trading range its been in for a bit.

NKE downgraded by HSBC giving back their gains after earnings a little while back
 

T2Kplus20

Heisman
May 1, 2007
31,268
19,262
113
New 52wk low for PYPL. Trendline support may have finally broken.

SOFI below 13.

AMZN getting near the bottom of the trading range its been in for a bit.

NKE downgraded by HSBC giving back their gains after earnings a little while back
Bought SOFI at under $13.....short term trade. PYPL is interesting.
 

T2Kplus20

Heisman
May 1, 2007
31,268
19,262
113
Nasdaq will eventually go up, but the downside risk is still there. I don't think we are at a buy point or even at a point of nibbling.
Many (including you) have said that a few times already this year.....and were wrong. ATH coming soon. Earnings rule the day and the economy is booming for tech.