OT: Stock and Investment Thread
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I can’t understand how people possibly make money with short-term trading. Way too many sharks and irrationality for me.
The rate cut should be especially helpful for Russel 2000 stocks - many of these smaller companies have been hampered by high interest rates. at least I hope so. But it’s not going to all happen overnight.
The rate cut should be especially helpful for Russel 2000 stocks - many of these smaller companies have been hampered by high interest rates. at least I hope so. But it’s not going to all happen overnight.
Short-term trading is dominated by algorithms. Gotta wait a day or two to see how the market will actually react.
Yeah Fed!
Dow jumps 500 points, S&P 500 closes above 5,700 for the first time a day after Fed slashes rates
Dow jumps 500 points, S&P 500 closes above 5,700 for the first time a day after Fed slashes rates
His says stick to the plan and be prepared for seasonal volatility. Higher by year end.
Remaining '24 Fed meetings conclude on November 7 and December 18. Expect cuts at both.
Weakish dollar? 
Fed lowering rates cycle?
MSFT an AI leader?
MSFT a stonky, stonky, stonk?
Closed at $438/sh
Fed lowering rates cycle?
MSFT an AI leader?
MSFT a stonky, stonky, stonk?
Closed at $438/sh
It still has close to $30 to get back to ATH, I sold some but will buy back when it retreats.Weakish dollar?
Fed lowering rates cycle?
MSFT an AI leader?
MSFT a stonky, stonky, stonk?
Closed at $438/sh
META broke it ATH today, up $21 to $559, sold over half
CRM up $13.5 today to $266 still $39 from high
GOOG got a long way to go, AMZN close to ATH, and ROKU WAY TO GO, IBM only tech stock to go down today
I read that after the first rate cut, normally after 12 months double digit increase.
+1
As of now, 25bps cuts for the next 6 Fed meetings (based on the current Fed dot plot). This will get us back to neutral at 3.25-3.50%. Very reasonable.
But obviously, things can change.
MSFT selling at a higher p/e multiple than Goog and META certainly does limit its ceiling for now but I keep waiting/hoping for MSFT to grab a huge chunk of Google’s dominant market share in Search. For now it’s mostly a cloud growth story with the AI kicker…
The Fed seems committed to more cuts. Thought I read to expect two more cuts before the end of the year - and more in ‘25.
I’ve own MSFT for a long time. They pay a pretty good dividend. The dividends add up when you buy and hold.
Good news, but was hoping to buy it at a 52-week low. Got close, but missed it as of now.
More good news potentially for INTC. Takeover rumors by QCOM. I’d wonder about antitrust but nonetheless positive news.
My RIVN gamble is bumming me out... had a nice pop up to $16 or so... my cost basis is around 10. Now it's back down to 11.50.
I'm probably just going to hang on and see what happens... but lots of gains were erased recently, including a brutal day today.
I'm probably just going to hang on and see what happens... but lots of gains were erased recently, including a brutal day today.
Wow, that's very interesting. I read an article that INTC needs to go private or get bought out.
Listened to a recent podcast about SpaceX and Starlink. Amazing tech on the latter which will certainly change the game. As for SpaceX itself, estimates that the private company is already worth about $250B.
One of my big growth funds has a small position with SpaceX. Not big, but something. FBGRX.
One of my big growth funds has a small position with SpaceX. Not big, but something. FBGRX.
V/MA have always been my favorites in that area. This kind of news can lead to a potential entry point somewhere down the line.
I'm up big with AMEX over the past year or so. V is on my watchlist, but it hasn't given me a chance to buy in yet. Love to finally get one.
Now up 60% with GEV. Yikes!
T2K, question for you and the board. I have some Tbills that mature tomorrow and am debating whether to put back the money in Tbills at 4.5% or put that money in some stock that is low risk but may provide a nice 5-10% increase in the next few months.I'm up big with AMEX over the past year or so. V is on my watchlist, but it hasn't given me a chance to buy in yet. Love to finally get one.
Now up 60% with GEV. Yikes!
Any suggestions?
I think the better question to ask is what if it goes down 5-10% in the next few months? How does that impact you.
Definitely depends on your age, goals with the money, time horizon, etc. The S&P 500 is at an all-time high, so if you want to go equities, it's probably best to dollar cost average into the market over the next several months. Not sure if you are interested in stock picking, but tech, AI, energy infrastructure.....this economy evolution isn't going to stop.
Let me also add, with the Fed starting a rate cutting cycle to return to a neutral position without recession fears, this is almost always bullish for stocks.
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You won't get 4.5% now. Look at SGOV (0-3 month Treasuries ETF) currently around 4%. SCHD is a conservative "high dividend" ETF with a 3.87% div yield and low P/E, holding quality blue chip equities, so potential capital appreciation, too.
Sure. Short-duration only. SGOV is a means to capture those short duration Treasuries yields without having to manage the re-investment process. SGOV pays an interest payout/dividend monthly, typically on the 5th of each month.
SGOV SEC yield is 5.20% per Morningstar. My prior post indicated "around 4%"--which was incorrect.
I don’t like the ETF plays on Tbills. Rather just buy them directly.
Same here. I'm not interested (pun intended
) in paying the expense included in the ETF. Easy to buy directly as every Monday there are auctions for the 3 & 6 months and every Thursday the 1 & 2 months.
SGOV = 0.090% expense ratio. Longer duration Treasuries, I'm all for buying via auctions, and I do. But those are 2-year-plus durations. Short-term durations, though, SGOV is terrific.Same here. I'm not interested (pun intended
Yes.
Edit: to clarify, SGOV was 96.45% exempt from state tax in 2023. So not totally, but mostly.
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+1
Good thought, especially since it has dipped over the past month. Nice set-up for a positive surprise.
That’s an interesting that you view option as a safer bet. I’m assuming it’s because smaller VAR?
That's exactly it. I definitely want to mitigate risk. I also don't want to invest too much money into RIVN at this time. I have other investments that I am eyeing.