OT: Stock and Investment Thread
- Thread starter RU05
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Good thread on the specifics, showing the demand is there but the supply can’t keep up.
Sounds like a BS number, but this will likely put the brakes on the Fed. Can't be jacking rates if the economy isn't growing. Not a good look, and remember, the Fed is influenced by politics.
U.S. GDP fell at a 1.4% pace to start the year as pandemic recovery takes a hit
Gross domestic product unexpectedly declined 1.4% in the first quarter, an abrupt reversal for an economy coming off its best performance since 1984.
www.cnbc.com
Ya, that 4%(the .8 + 3.2) is what Leisman was noting.
Leisman also noted 9% increase in corporate investment as a positive.
Edit: Though I'm not sure why the exports number is something that should be swept under the rug.
Seems clear this was about omicron and Russia. Real stuff, but likely to be temporary. Once again, this will likely mitigate the Fed's desire to go nuts with rates.
Welp, even with the negative GDP#, we did see an 8% inflation #.
Maybe this takes the .75 officially off the table, but I imagine the .5 is going to happen.
LUV with a strong Qtr. Following up strong QTRs from American and I think Delta.
Lots of dept, but time to get back in on airlines?
Edit: LUV CEO did say they have $5b is cash, not dept. Says business is "on fire". Need more pilots. And pilot instructors.
Lots of dept, but time to get back in on airlines?
Edit: LUV CEO did say they have $5b is cash, not dept. Says business is "on fire". Need more pilots. And pilot instructors.
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Even with the increase today far in the red. I started accumulating at 30% down but with it down 50%, hard to avoid loss. I ‘m glad I reduced my exposure before it hit the 50% but added last night. Good long term investment that I will be adding more.
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Analyst was just on, and noted that while the Rev growth was the lowest since it's IPO, the yoy comp was a 40% increase.
So significant pull fwd last year. Widen the lens and the overall growth trend continues to look impressive. Yet the stock is down 33% yoy.
Be patient. Huge rally for FB in the 2nd half of 2022. This Q shows they are making the right moves.
I thought HOOD was a poor investment when it went public and still see it as a poor investment even at its current price.
HOOD fatally injured itself during the initial GME saga. Once they turned off trading, they destroyed its relationship with their customers.
Yup…they needed to fire a bunch of people to save face.
I believe they are also in trouble for additional practices too e.g., lax option protocols, gamifying investments to lure “new investors,” I think some questionable margin protocols, and other compliance and regulatory issues that resulted in fines and ongoing scrutiny.
I think it was up about 4.5% in trading today and another 1.4% or so in after hours. That’s a pretty big aggregate jump for a stock with that market capitalization. Probably part of the gain was felt in the regular trading session (somewhat baked in before the release?)
AAPL has a history of no major moves with earnings, nothing to do with stupid people. It usually moves up or down 5% or less.
Amazing earnings, amazing company. Buy and hold is all investors need to do with AAPL.
Glad I got rid of almost all my techs last couple of weeks. Now, I’m slowly buying all of them at the new lower prices.
It makes sense to time the market.
Out before the 2008 crash and before the March 2020. That‘s why 35 years experience of investing count. You’re a smart guy, you’re been doing more than buy and hold lately, even switching mutual funds is trying to time the market.
I’m not suggesting that the average investor should try to time the market.
+1
Big tech is rocking earnings so far! AAPL and AMZN batting clean up tomorrow.
Mighty Casey (AMZN) struck out. Now at a 2 year low and down over $1,100 a share since last July
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Don't believe your timing, especially with 2020. In that thread, you massively missed the re-correction and was waiting for Dow 14k. Oops.
Also, as per many studies, even if you have "perfect" timing, which is impossible, DCA wins out.
Tough day for AMZN. God bless the market leader AAPL. Overall, very solid earnings week.
You know I was out in end of Feb 2020 so just getting back in any time in the next 7 mths made me money before the market got back to the Feb level. You know I can’t stand out of the market that long.
Never said DCA isn’t right for most people but experience count. I haven’t work for 13 years so I don’t have the monthly contribution in the 401k forDCA. Of course I would contribute every month if I was working.
Thanks for admitting that you swung and missed in 2020. Folks that stayed in the market and bought during the crash did better (like me!). Experience matters. I learned from 2008/2009 about what works.
So, I bought 500 put options around the close of the day of TQQQ at $0.70 expiring tomorrow at a strike price of $41 on a hunch that AAPL and AMZN results may not be received well by the market. Looks like I will be closing my position tomorrow for a profit. I love volatility in the market.
FYI, in the past month there has been a new ETF (UVIX) which is a 2x volatility whereas UVXY is a 1.5x volatility. UVIX is new so options are not as robust, but this would be an even more fun and profitable way to play volatility. Warning, treating these types of securities is really deep end of the pool material.
FYI, in the past month there has been a new ETF (UVIX) which is a 2x volatility whereas UVXY is a 1.5x volatility. UVIX is new so options are not as robust, but this would be an even more fun and profitable way to play volatility. Warning, treating these types of securities is really deep end of the pool material.
You would have made more if you just bought it. Also, you can do the SQQQ for an inverse 3x.
If you were buying and holding with your mutual funds DCA, you wouldn’t be posting on this board because it wouldn’t make any sense. I noticed in the last two years, you started buying the big techs I was recommending for the last 3-4 years.
That question about the Arkk fund was for you. I guess you’re still in them unless you tried to time them.