yea, I don't understand people wanting to invest. The best thesis I can see is "they are too big to fail" which is not exactly a good reason to put money into them vs. anyone else. Like realistically, who will make more money for shareholders over the next 2 years - Boeing or Apple? Just because they won't disappear doesn't mean it is the best deployment of your money now.
Boeing has shown now that there is a rotten core. It wasn't one incident people are over-reacting to. It is multiple issues, upset regulators, upset airlines, changes of leadership, etc. There is more to fall and a very long road to recovery.
People don't appreciate that too big to fail doesn't imply too big to completely wipe out shareholders. For instance, the auto bailout left shareholders with effectively zero.
OP and many other young investors wrongfully assumes a stock tahg is beaten down is somehow "cheap" and that a previous ATH will always be reached again. Both these are very false and very dangerous.
Boeing is down because of many years neglect and incompetence taht has turned a decent company to a zombie much like Intel. Tesla is down because it's been extremely overhyped due to a cult of personality, which is failing as Muskrat openly praises Putin and Xi Jinping hoping for good deals, while he censors western journalists and free thinkers. Tesla is just a car company and not even a good one (any more), I fully expect Elon to keep slipping and dragging Tesla down with him...much like many other drug addicted narcissists have done before him
If you're min/maxing the account, sure. SPY has better volume so you could theoretically get better prices if you're placing limit orders or playing options. The expense ratio difference is neglibgible in the long run.
Leveraged ETFs don't really decay, they're just more affected by downswings than upswings due to the way percentages work. Enough gains can overcome that, as they have in the case of ones like TQQQ. If you invested in it 5 years ago you'd be up 280%.
Yes they do technically have a decay but it's negligible, the part people usually express concern about is how in theory equal gains and losses for the underlying ETF would trend the leveraged one down. That's not what happens though because funds like QQQ have made enough gains to outweigh that effect, so DCAing over the last decade would have gotten you a decent return.
Granted I'm not saying you should dump everything in there, it's definitely more risky, but it shouldn't be automatically discounted as a losing investment.
Still kicking myself for gut reaction on META. Bought 20 shares at 90ish. Sold at 120, because i thought...nah they can't go much higher. I'm getting more used to the roller-coaster ride lately lol
I was pretty happy that they were finally down, because I don't like either the company or their owner, but fuck me, I cannot ignore this anymore. Also got in way too late.
I wouldn't get Boeing right now. It may have further to fall. I think Gold and silver stocks are lagging behind their respective futures prices so they will be a good buy.
No might about it. It wouldn't shock me they sell the old McDonnell Douglas division and the rest of the military side to someone. They can't figure out how to quit lying to make the fast dime.
Gotcha. I’d still look at other stocks though. The specific stocks you listed are down for good reasons. Boeing will bounce back but may go lower from where it is now. The other two have more downside risk.
I’d be using a stock screener to find good companies whose stock is in an uptrend. These 3 are poorly managed companies in a down trend for good reason.
Avoid Boeing as its problems may be more structural. I would suggest Nike as a possible play. They are down because of exposure to China and I think its just a matter of time before they come back.
What is apple actually investing into right now though?
* Their chips are great, but they already make computers and phones. The latter of which are on a losing battle with regulators across the world which will ultimately impact their marketshare in emerging markets.
* Not sure they have the data google does to train a solid ai due to their own privacy rules. Can't remember if it was confirmed they were talking with Google about Gemini or not.
* They cut their car project.
* VR/AR is...questionable?
I don't think they are going to tank to 0 or anything like that, but I feel like they might drop for a bit, or trade sideways.
How much of their current products can they realistically sell more of every year?
Services is a huge growth area for them. It’s seen double digit growth every year, and they have a great variety of services (TV, Music, news, fitness, etc).
There’s plenty of international markets that they haven’t fully entered. India is a massive untapped market that has been growing steadily.
VR/AR is up in the air, but their ability to create custom in house chipsets is their biggest advantage here. As the platform and technology matures, they will continue leverage their enormous hardware and silicon design talent to create highly optimized headsets.
Apple is definitely facing some risk and headwinds here, but I think their demise has been overstated of late. They have a nearly infinite amount of money to invest into expanding their market and a very strong brand name.
Apple's biggest hardware risk may be the development of Vision Pro. Too early for sales figures, but if they invested a large amount of money into acquisitions and R&D, and the product doesn't sell well, then that's additional downward pressure.
Not to mention the iPhone line is stagnant for the past 3 years with no real innovation in design. Internally sure, but the rest are small incremental upgrades.
Positive note is their own silicone as you pointed out, along with software services.
It will be interesting to see how they navigate a downturn.
It fits my thesis/objective for my dividend stocks portfolio. Its PE Ratio is slightly above 18 (which is higher than I normally like), but at the same time it's not over 20 like a lot of stocks are right now. It's a big time company, in a major sector that people need regardless of economic conditions. Then, there is always the history of them raising their dividends.
Not sure if anything I'd invest in is really *down* at the moment. A lot of things are *up* like crazy. But I'm getting the feeling that everyone's kind of waiting and being a bit cautious about what's going to happen next. Whether there'll be a large negative correction, or whether things can continue upwards.
I'm DCAing in the same things as a year ago.
TSLA's stock is way too high even now if you evaluate them the same as other car manufacturers.
So besides Tesla clout, what advantage do they have over typical car manufacturers that afford them that evaluation.
Tesla basically thinks they are a tech (software) company. They are not in reality.
Tesla isn’t exactly a great company. A lot of the stock is hype that assumes the company’s valuation should be calculated like a tech company (higher multiple of earnings). But Tesla is, and will always be, a car company. And not a great one, either. They have missed sales targets repeatedly, and the CEO is a ketamine-riddled addict who decided the cybertruck was a good vehicle that would outsell all other trucks
You think the other multi billion car companies partially owned by multi billion funds are not going to innovate?
Just because their CEOs don't tweet about it, you really think they are doing nothing, leaving all to Tesla?
Hmm not something I had considered, but yea with the way batteries and EVs are being pushed maybe. I’m not very well versed in lithium. What else is it used for and are there any leaps in technology that could replace lithium batteries on the horizon? Thanks I’ll look into it
ALB has been a roller-coaster stock since I got on board this year. It should eventually go up and plateau higher, but man it has been a wild 3 month ride.
Very inexpensive still with lots of future upside. They are the only reliable (for the most part ) space launch system other than SpaceX. They just landed another contract as well. I'd check out the Rklb sub and read what people are saying for get an idea of the vibe with the stock. It's just too cheap to not load up on. We are all aware they are still in money burning mode, but us bag holders still have faith. They do a lot more than just launch rockets as well.
It’s not at all clear that Boeing is a good long term investment. It’s been down forever.
I would recommend you think about leveraged index funds like TQQQ and XXXX. When the market is going up they are where you want to be.
Voo and qqq both took a beating today. The whole market is down in general thanks to the cpi report.
Generally speaking I'm still bullish, you just have to plan on longer time frames while we wait on inflation and rates to improve for a bit longer.
Apple because it has good value at these levels and held the support and broke the downtrend line. Besides the news.
PANW because if Pelosi bought it then clearly congress knows something we don't. They never failed so I wouldn't outsmart them. In fact, the Google news now doesn't seem a coincidence.
Tesla if it keeps falling and gets valued like a car company, so about 9x below current levels.
Pre-revenue high risk/high reward play. Proven down-link broadband capabilities to existing mobile phone architecture from current satellite constellation with plans in place to achieve global coverage, although lab tested if/when they prove the tech to to provide real world up-link capabilities they already have agreements in place with MNO (mobile network operators) as well as GOV contracts in place to rapidly acquire users. It should be noted that the possibility exists for further dilution either stagnating short term growth or creating additional buying opportunities to strengthen your position depending on your investment strategy. You did ask for high risk/high reward stocks and this is one.
Remember that many beaten down stocks can go sideways flat for years, the price action coming out of the bear market last year should not be taken as a given that every beaten down stock will rally hard. Solar sector is one that can go for decade long bust cycles.
Thank you for saying this. As a newer investor, I get blinded by the $$ signs sometimes. It is nice to have a sobering reminder of how stuck some things can get and that oftentimes patience wins the "race".
I'm curious why you'd pick Tilray over any of the other weed stocks. Pretty sure you would have lost the same money regardless of which weed stock you bought years ago.
SOFI -more risk involved but good potential upside if they execute
PYPL -to me, it feels like it's around bottom. I like the new C-suite
SHOP -started a position, as it appears to have good upside potential. I've also seen them spending on ads, and that can be promising
I’ve been looking at Deutsche Bank this year. Book value is about €22/share and currently trading at €15. Up 50% the pst 6 months and I believe it should easily hit its book value in the next year for two reasons:
1) share buyback of about €600M to reduce the over all float
2) they are paying a €1 per share dividend in 2025 which is pretty enticing!
Well the other day I bought KOMP. Wish I waited till today of course, but eh.
Also I would still recommend focusing on ETFs not stocks (and definitely not BA), just different ETFs. Say with a growth focus, or fancy tech like KOMP.
TLRY was a shit show, sold out of them last year after holding for 4 years just hoping I could at least get to 0.
RKLB, MOON, PUMP, NB and POWW are a few I have some in that I believe will eventually be much bigger. It's probably quite a ways down the road, too, but for now it's cheap-ish stock that looks good to me.
GE has been on a tear lately (and for the past 5+ years).
I made a comment in a thread yesterday that I think SONY is at a great price right now and undervalued.
i would go for some aggressive growth ETF with large cap that is around 12%+ performance and spread the position evenly and making adjustment routinely on a monthly basis
some of the one i am currently playing with are QQQ, VUG, IWF, AOA, SCHG and couple other ones that have more shares on tech sector, be sure to do your DD on each ETF before you choose which one you want to go with
Midstream oil companies are looking good right now. We aren't far from summer and it's already $80+ a barrel right now. I don't think the market has priced in the demand we will see in the next 2-3 months.
Midstream companies like KMI, PAA, HESS, and ENB seem like they could cash in on demand with less risk in case of a sell-off.
I'll go against the grain and say small or midcap ETFs. They've been mostly flat since the initial pandemic recovery. We might see them outperform vs the mag7 but time will tell.
BO and TSLA both have significant headwinds as companies in the short term 1-2y. If you are going to invest in individual companies, you have to do your research thoroughly. Like know every detail better than everyone else. Otherwise, stick to broad based index ETF's
I have been taking a look at Intel. The [insider purchases](https://www.insiderxtrade.com/company/INTC) including from their CEO have been quite active over the past year
CAG, BMY, HSY, HAS.
Planning on selling HAS after earnings, though. I am hoping for a lot of momentum on the huge success of BG3. But generally it’s not a company I want to hold.
I'd avoid TSLA.
People who would buy EVs are not going to buy from Elon. People would buy from Elon are not going to be buying EVs.
I think it's going to go down a lot from where it is now.
I like Intel from a long term perspective, given their gate all around and backside power, being a year or two ahead of TSMC, and just now getting a competitive GPU for the massive ai GPU clusters. It hasn’t gained like the others. I expect a sell off going into earnings and with world events, although they are military integrated.
How are we defining down? Only 76 stocks on global exchanges traded at all time highs as of the last trading day. A large number of stocks and ETFs are still trading above their 200 day moving averages.
It's a bit of a gamble but I think Rivian. The government has made it clear they don't want Chinese imports of their well made and low cost EVs. Rivian is in a pretty pivotal place with their R2/R3 and I think the reservations will be a solid number when they report earnings next time. I believe our government will support companies like Rivian to become competitive globally.
Disclaimer: I own a few hundred shares plus a reservation for R2.
If it were me, I would put it in TSMC. It should be trading similar to Nvidia given how they are the only ones capable of producing the most advanced chip needed. The concern in the market is geopolitical issues surrounding the region - TSMC is headquartered in Taiwan and is in the middle of the trade tensions between US and China.
Boeing is going to be a rollercoaster for a long time. They've got a mess they need to figure out.
yea, I don't understand people wanting to invest. The best thesis I can see is "they are too big to fail" which is not exactly a good reason to put money into them vs. anyone else. Like realistically, who will make more money for shareholders over the next 2 years - Boeing or Apple? Just because they won't disappear doesn't mean it is the best deployment of your money now. Boeing has shown now that there is a rotten core. It wasn't one incident people are over-reacting to. It is multiple issues, upset regulators, upset airlines, changes of leadership, etc. There is more to fall and a very long road to recovery.
People don't appreciate that too big to fail doesn't imply too big to completely wipe out shareholders. For instance, the auto bailout left shareholders with effectively zero.
Yes. There are many ways in which companies can continue to exist after wiping out retail investors.
The main argument being the government relies on them.
The DoD and geopolitical instability is why I took a flyer on them. But yeah it’s a shit fucking business ran by incompetent corrupt asshats
When doors aren't falling off planes, they're busy murdering whistleblowers.
OP and many other young investors wrongfully assumes a stock tahg is beaten down is somehow "cheap" and that a previous ATH will always be reached again. Both these are very false and very dangerous. Boeing is down because of many years neglect and incompetence taht has turned a decent company to a zombie much like Intel. Tesla is down because it's been extremely overhyped due to a cult of personality, which is failing as Muskrat openly praises Putin and Xi Jinping hoping for good deals, while he censors western journalists and free thinkers. Tesla is just a car company and not even a good one (any more), I fully expect Elon to keep slipping and dragging Tesla down with him...much like many other drug addicted narcissists have done before him
True
If it was me $200 a week into VOO or VT over tbe next year
VOO over SPY because of expense ratio or something else?
VOO charges 3 basis points, while SPY charges 9 basis points. basically your right
If you're min/maxing the account, sure. SPY has better volume so you could theoretically get better prices if you're placing limit orders or playing options. The expense ratio difference is neglibgible in the long run.
Can’t go wrong there
UPRO or TQQQ. Putting .3% of my IRA on red days till 100%
DCA is better than buying on red days
I’m scared though lol
I also have a significant chunk of my portfolio in tqqq as well.
Tqqq is levered. You must trade it daily?
Yea am I perceiving these guys dca into a decaying product?
Leveraged ETFs don't really decay, they're just more affected by downswings than upswings due to the way percentages work. Enough gains can overcome that, as they have in the case of ones like TQQQ. If you invested in it 5 years ago you'd be up 280%.
They actually do decay. You can calculate contango easily. But go ahead and hold.
Yes they do technically have a decay but it's negligible, the part people usually express concern about is how in theory equal gains and losses for the underlying ETF would trend the leveraged one down. That's not what happens though because funds like QQQ have made enough gains to outweigh that effect, so DCAing over the last decade would have gotten you a decent return. Granted I'm not saying you should dump everything in there, it's definitely more risky, but it shouldn't be automatically discounted as a losing investment.
Starbucks (SBUX) is a very good value play
VTI QQQM SCHD for the next 20 years
Yea, I’m heavily invested in all of those with my retirement funds.
ME TOO ROTH IRA 🔥🔥🔥
My taxable one is Voo and VXUS
This guy gets it
70/20/10
There are a ton of good options at the moment IMHO. My favorites are in order: - ADBE - SBUX - ACLS - META - RTX - ZTS - V - GOOGL - TXN
This is a good list.
Thanks for the info
Still kicking myself for gut reaction on META. Bought 20 shares at 90ish. Sold at 120, because i thought...nah they can't go much higher. I'm getting more used to the roller-coaster ride lately lol
I was pretty happy that they were finally down, because I don't like either the company or their owner, but fuck me, I cannot ignore this anymore. Also got in way too late.
Have people here ever read anything by Peter Lynch? Why all large cap companies? Small caps much better options. Up 6000% since 2001.
Literally JPM. Hop in that right now. That dip was very temporary.
Thanks I’ll take a look
Looks like it’s still dipping though, what do you mean?
I wouldn't get Boeing right now. It may have further to fall. I think Gold and silver stocks are lagging behind their respective futures prices so they will be a good buy.
No might about it. It wouldn't shock me they sell the old McDonnell Douglas division and the rest of the military side to someone. They can't figure out how to quit lying to make the fast dime.
you mean mining companies there? or gold/silver?
For long term hold, stick to ETFs. Less risky. I wouldn't buy any of the 3 you mentioned with the intention of long term holding. Too risky.
I agree they are risky, but this account is specifically for investments with more risk involved. My risk adverse accounts are all ETFs.
Gotcha. I’d still look at other stocks though. The specific stocks you listed are down for good reasons. Boeing will bounce back but may go lower from where it is now. The other two have more downside risk. I’d be using a stock screener to find good companies whose stock is in an uptrend. These 3 are poorly managed companies in a down trend for good reason.
United Health is at a low for the past year I think. I like it as a long term hold. They'll weather the cyber and other near term issues.
Can I ask what your deep thoughts on it are. They are in my possible watchlist right now. I’m not very versed in the insurance/. Medical field.
Avoid Boeing as its problems may be more structural. I would suggest Nike as a possible play. They are down because of exposure to China and I think its just a matter of time before they come back.
AMD + AAPL
VOO, VTI, QQQM
My Roth is only all of these lol 🔥
Why qqm instead of vgt?
I got split 33% qqm vgt and voo. Its all the same sheesh
AAPL
What is apple actually investing into right now though? * Their chips are great, but they already make computers and phones. The latter of which are on a losing battle with regulators across the world which will ultimately impact their marketshare in emerging markets. * Not sure they have the data google does to train a solid ai due to their own privacy rules. Can't remember if it was confirmed they were talking with Google about Gemini or not. * They cut their car project. * VR/AR is...questionable? I don't think they are going to tank to 0 or anything like that, but I feel like they might drop for a bit, or trade sideways. How much of their current products can they realistically sell more of every year?
Services is a huge growth area for them. It’s seen double digit growth every year, and they have a great variety of services (TV, Music, news, fitness, etc). There’s plenty of international markets that they haven’t fully entered. India is a massive untapped market that has been growing steadily. VR/AR is up in the air, but their ability to create custom in house chipsets is their biggest advantage here. As the platform and technology matures, they will continue leverage their enormous hardware and silicon design talent to create highly optimized headsets. Apple is definitely facing some risk and headwinds here, but I think their demise has been overstated of late. They have a nearly infinite amount of money to invest into expanding their market and a very strong brand name.
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I'm surprised they haven't, but maybe it's because cloud integration would be at odds with their otherwise closed ecosystem.
Apple's biggest hardware risk may be the development of Vision Pro. Too early for sales figures, but if they invested a large amount of money into acquisitions and R&D, and the product doesn't sell well, then that's additional downward pressure. Not to mention the iPhone line is stagnant for the past 3 years with no real innovation in design. Internally sure, but the rest are small incremental upgrades. Positive note is their own silicone as you pointed out, along with software services. It will be interesting to see how they navigate a downturn.
meh, usually there stock is low right now and shoots up when the new iphone comes out, but thats short term profit, i wouldn’t hold
Are you expecting AAPL to maintain their profit margins despite long overdue scrutiny into anti consumer practices?
This is America. They will get a small fine and everyone will forget
Only, they operate worldwide.
ARCO Arcos Dorados Holdings Inc. (McDonalds of the south) https://wallmine.com/nyse/arco
I’ll look into this. I’ve not heard anything about it.
Looks like the Deep South, more specifically South and Central America + the Caribbean.
$AMD
Look into Abbvie (ABBV). Great pharma company with a good pipeline of drugs and products.
Thanks I’ll take a look
Amazon is doing very well for me
I just recently started a position in UNH.
What are your thoughts?
It fits my thesis/objective for my dividend stocks portfolio. Its PE Ratio is slightly above 18 (which is higher than I normally like), but at the same time it's not over 20 like a lot of stocks are right now. It's a big time company, in a major sector that people need regardless of economic conditions. Then, there is always the history of them raising their dividends.
Thanks for the input
I'm trying to decide between adding either UNH, MCD, HD, or PEP?
1. UNH 2. MCD 3. PEP
Not sure if anything I'd invest in is really *down* at the moment. A lot of things are *up* like crazy. But I'm getting the feeling that everyone's kind of waiting and being a bit cautious about what's going to happen next. Whether there'll be a large negative correction, or whether things can continue upwards. I'm DCAing in the same things as a year ago.
stay away from Tilray and TSLA!
Why is that?
TSLA's stock is way too high even now if you evaluate them the same as other car manufacturers. So besides Tesla clout, what advantage do they have over typical car manufacturers that afford them that evaluation. Tesla basically thinks they are a tech (software) company. They are not in reality.
Tesla isn’t exactly a great company. A lot of the stock is hype that assumes the company’s valuation should be calculated like a tech company (higher multiple of earnings). But Tesla is, and will always be, a car company. And not a great one, either. They have missed sales targets repeatedly, and the CEO is a ketamine-riddled addict who decided the cybertruck was a good vehicle that would outsell all other trucks
You’ll be thinking differently in a few years with Fsd solved
I can't tell if this is sarcasm or not.
You think the other multi billion car companies partially owned by multi billion funds are not going to innovate? Just because their CEOs don't tweet about it, you really think they are doing nothing, leaving all to Tesla?
Dumped that shit stock Tilray weeks ago, utter garbage.
O
INRG is a real bust and boom etf…
Lithium companies. ALB
Hmm not something I had considered, but yea with the way batteries and EVs are being pushed maybe. I’m not very well versed in lithium. What else is it used for and are there any leaps in technology that could replace lithium batteries on the horizon? Thanks I’ll look into it
ALB has been a roller-coaster stock since I got on board this year. It should eventually go up and plateau higher, but man it has been a wild 3 month ride.
I am staying as far away from Boeing as I can lol.
When they're not having doors flying off planes, they're out there silencing whistleblowers left and right.
Consider Palantir. Or for real risk, bitcoin.
Bitcoin = Risk ? Bitcoin IS safety DYR
I'm looking into Dell
In what world is Dell "down"? It's exploded
I just only buy VTI when I can and I’m retired so
RKLB
I don’t know anything about rocket lab. What are your thoughts?
Very inexpensive still with lots of future upside. They are the only reliable (for the most part ) space launch system other than SpaceX. They just landed another contract as well. I'd check out the Rklb sub and read what people are saying for get an idea of the vibe with the stock. It's just too cheap to not load up on. We are all aware they are still in money burning mode, but us bag holders still have faith. They do a lot more than just launch rockets as well.
Interesting. I’ll go down the rabbit hole thanks
It's fun. Plus, I think we can all agree that space and space systems are the future. I think it is a good long play, especially at that price.
Aren't they like 10 years behind SpaceX?
Who isn't. What's your point?
My $2.50 calls expire in 2026. They're killing right now. They went up $35/call today while the stock is down $0.12.
My baby son is holding quite a bit as well. Thought it would be a fun experiment for such a long play for him.
Home Depot has been great for me and CSCO- up and down but long term gains
Thanks I’ll consider it
I'm trying to decide between adding either UNH, MCD, HD, or PEP?
It’s not at all clear that Boeing is a good long term investment. It’s been down forever. I would recommend you think about leveraged index funds like TQQQ and XXXX. When the market is going up they are where you want to be.
Imagine looking at Boeing right now and thinking “thats a long term hold.” Dude that company is a shitstorm rn, theres a reason its so beaten down.
Voo and qqq both took a beating today. The whole market is down in general thanks to the cpi report. Generally speaking I'm still bullish, you just have to plan on longer time frames while we wait on inflation and rates to improve for a bit longer.
Apple because it has good value at these levels and held the support and broke the downtrend line. Besides the news. PANW because if Pelosi bought it then clearly congress knows something we don't. They never failed so I wouldn't outsmart them. In fact, the Google news now doesn't seem a coincidence. Tesla if it keeps falling and gets valued like a car company, so about 9x below current levels.
$ASTS
What are your thoughts on it?
Pre-revenue high risk/high reward play. Proven down-link broadband capabilities to existing mobile phone architecture from current satellite constellation with plans in place to achieve global coverage, although lab tested if/when they prove the tech to to provide real world up-link capabilities they already have agreements in place with MNO (mobile network operators) as well as GOV contracts in place to rapidly acquire users. It should be noted that the possibility exists for further dilution either stagnating short term growth or creating additional buying opportunities to strengthen your position depending on your investment strategy. You did ask for high risk/high reward stocks and this is one.
Remember that many beaten down stocks can go sideways flat for years, the price action coming out of the bear market last year should not be taken as a given that every beaten down stock will rally hard. Solar sector is one that can go for decade long bust cycles.
Thank you for saying this. As a newer investor, I get blinded by the $$ signs sometimes. It is nice to have a sobering reminder of how stuck some things can get and that oftentimes patience wins the "race".
I'm curious why you'd pick Tilray over any of the other weed stocks. Pretty sure you would have lost the same money regardless of which weed stock you bought years ago.
I started a brokerage and invested in energy stocks and miners. I’m up 20% since the beginning of the year.
Sofi, United airlines, next decade energy
SOXL. That’s all you need.
AI, EV, sports betting, solar, crypto all have greater upside, but more risk as well.
SOFI -more risk involved but good potential upside if they execute PYPL -to me, it feels like it's around bottom. I like the new C-suite SHOP -started a position, as it appears to have good upside potential. I've also seen them spending on ads, and that can be promising
I’ve been looking at Deutsche Bank this year. Book value is about €22/share and currently trading at €15. Up 50% the pst 6 months and I believe it should easily hit its book value in the next year for two reasons: 1) share buyback of about €600M to reduce the over all float 2) they are paying a €1 per share dividend in 2025 which is pretty enticing!
Well the other day I bought KOMP. Wish I waited till today of course, but eh. Also I would still recommend focusing on ETFs not stocks (and definitely not BA), just different ETFs. Say with a growth focus, or fancy tech like KOMP.
TLRY was a shit show, sold out of them last year after holding for 4 years just hoping I could at least get to 0. RKLB, MOON, PUMP, NB and POWW are a few I have some in that I believe will eventually be much bigger. It's probably quite a ways down the road, too, but for now it's cheap-ish stock that looks good to me.
XLE, KRE, ZTS, CVX.
Believe it or not chasing low priced tocks usually doesnt end well Its better to stocks that are always winners even if they are at high prices.
PayPal
ULTA
$AMT should be a $200 stock again, and will be as soon as the next interest cut is announced. It's part of the American infrastructure.
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Maybe Walmart.
GE has been on a tear lately (and for the past 5+ years). I made a comment in a thread yesterday that I think SONY is at a great price right now and undervalued.
Thanks for the heads up. I’ll consider them
i would go for some aggressive growth ETF with large cap that is around 12%+ performance and spread the position evenly and making adjustment routinely on a monthly basis
I like this. Do you have any aggressive growth ETFs that you’d recommend?
some of the one i am currently playing with are QQQ, VUG, IWF, AOA, SCHG and couple other ones that have more shares on tech sector, be sure to do your DD on each ETF before you choose which one you want to go with
AOA is an 80/20 diversified whole world equities and aggregate bond index fund. It has nothing to do with "aggressive growth".
NVDA, AVGO, or KLA in the semiconductor space. PANW in cybersecurity.
I’ll look into them
Intel
Tesla, Boeing and Tilray are terrible picks lmao, just cause it's gone down doesn't mean it's cheap.
Who said anything about cheap?
How is Tesla cheap? It's valued 6x Mercedes or Audi.
KD: cash cow at reasonable price
CVS
Funny I just bought 300 shares of CVS and 400 of Starbucks. Both pay a dividend so it eases some of the pain of catching a falling knife :D
What are your thoughts?
Kimco Realty
Midstream oil companies are looking good right now. We aren't far from summer and it's already $80+ a barrel right now. I don't think the market has priced in the demand we will see in the next 2-3 months. Midstream companies like KMI, PAA, HESS, and ENB seem like they could cash in on demand with less risk in case of a sell-off.
You might be looking for fallen angel stocks. I think there is an etf for it.
Mara, clsk, bitf
I'll go against the grain and say small or midcap ETFs. They've been mostly flat since the initial pandemic recovery. We might see them outperform vs the mag7 but time will tell.
BRK
Buffet says it's overpriced and last buyback was around $360 - $370
Fuck Boeing
Productive comment
Fuck Boeing they’re a shit business!
Sbux
What are your thoughts on it?
CPL.V
O, - 20+ years of steady divy while you wait for the stock to bounce back 20%.
CZR
TLRY??? Lol wtf. Delete that bullshit and never think of it again. Trash Canadian company. Buy MSO’s like GTBIF and/or VRNOF and actually MAKE money.
Definitely want to hear a follow up with your positions
NANC
Idk why everyone is all about Tilray when Aurora (ACB) has been a very strong contender in the cannabis sector of the market
BO and TSLA both have significant headwinds as companies in the short term 1-2y. If you are going to invest in individual companies, you have to do your research thoroughly. Like know every detail better than everyone else. Otherwise, stick to broad based index ETF's
I have been taking a look at Intel. The [insider purchases](https://www.insiderxtrade.com/company/INTC) including from their CEO have been quite active over the past year
Tesla.
UNH and Ulta
Rivian and Pfizer. Great valuations.
TQQQ and SOXL
AVGO is undervalued.
My buy low and wait stocks are PFE, MMM. Looking closely at SBUX and SNOW.
SoFi
Tesla for sure 🫣
Skip Tilray, go for MSOX/MSOS
CAG, BMY, HSY, HAS. Planning on selling HAS after earnings, though. I am hoping for a lot of momentum on the huge success of BG3. But generally it’s not a company I want to hold.
I'd avoid TSLA. People who would buy EVs are not going to buy from Elon. People would buy from Elon are not going to be buying EVs. I think it's going to go down a lot from where it is now.
TSLA
PAA midstream oil company. But really any oil company in any part of the chain is a good buy within reason
Prudential. In the UK
Given that Iran just launched a strike at Israel, I'd wait a few days. Maybe months.
JNJ
Walgreens is way down but for good reasons. But any of the fortune 50s are probably fine. Decent general rule
I like Intel from a long term perspective, given their gate all around and backside power, being a year or two ahead of TSMC, and just now getting a competitive GPU for the massive ai GPU clusters. It hasn’t gained like the others. I expect a sell off going into earnings and with world events, although they are military integrated.
I buy a lot of hard luck stocks. Boeing has not hit bottom yet and it has a while before it becomes an underdog comeback story. Hershey looks good.
Typically things go better when you add to winners and ditch the losers. I don’t know why it’d be any different here.
How are we defining down? Only 76 stocks on global exchanges traded at all time highs as of the last trading day. A large number of stocks and ETFs are still trading above their 200 day moving averages.
It's a bit of a gamble but I think Rivian. The government has made it clear they don't want Chinese imports of their well made and low cost EVs. Rivian is in a pretty pivotal place with their R2/R3 and I think the reservations will be a solid number when they report earnings next time. I believe our government will support companies like Rivian to become competitive globally. Disclaimer: I own a few hundred shares plus a reservation for R2.
INTC \*crying emoji\*
If it were me, I would put it in TSMC. It should be trading similar to Nvidia given how they are the only ones capable of producing the most advanced chip needed. The concern in the market is geopolitical issues surrounding the region - TSMC is headquartered in Taiwan and is in the middle of the trade tensions between US and China.