Stock Market is the bottom in?

[jsasker007]

Was looking at a chart for the "dividend kings" that only lists stocks that have consistently paid out dividends to their share holders for 50 years or more. Dividends are a nice plus but on that list I didn't really see any stocks listed where the stock price itself has done anything special. I always try to find stocks that have a decent dividend if possible. Dividend stocks don't have the growth that non-dividends stocks have but the dividend can make up part of the difference. NVDA has a tiny dividend and TSLA has none at all but they are growing at a record pace. My dividend stocks are set up for D.R.I.P. and the MAG7 stocks I watch daily and trade when I'm up enough.

 

[rocksnstumps]

Qualified dividends outside of tax deferred accounts are like crack to some in the retirement crowd. They are not really as concerned about growth as preservation of assets and QDs for a married couple are federal tax free up to $94,000 income level. That's for folks without pensions and not pulling social security yet. The pension crowd is probably less focused on dividends for their cash flow needs

 

[Telemark]

Was looking at a chart for the "dividend kings" that only lists stocks that have consistently paid out dividends to their share holders for 50 years or more. Dividends are a nice plus but on that list I didn't really see any stocks listed where the stock price itself has done anything special. I always try to find stocks that have a decent dividend if possible. Dividend stocks don't have the growth that non-dividends stocks have but the dividend can make up part of the difference. NVDA has a tiny dividend and TSLA has none at all but they are growing at a record pace. My dividend stocks are set up for D.R.I.P. and the MAG7 stocks I watch daily and trade when I'm up enough.

Dividend investing is a completely different strategy from growth investing. Generally companies don't pay a dividend until they are done growing. A healthy growth company will use its cash to grow the business until it runs out of ideas or has saturated the market.

Dividend stocks are my retirement plan. Once I grow my account big enough to where I can live off 4%, I'll move everything to dividend stocks and live off the cash dividend payments.

Currently, I don't look for a dividend at all. I'd rather go for companies that are as early in their growth phase as possible.

 

[SD51555]

@hesseu , nobody knows. We also bailed out foreign countries with US dollars. None of that is ever reported because the private central bank is above the law.

@jsasker007 spending is the weapon. Who gets the money is an afterthought to those printing it.

 

[Telemark]

Looks like there's gonna be a little drama at the open today. The bigs are having a bad pre-market session. Keep your eyes peeled.

https://www.cnbc.com/2025/01/26/stock-market-news-for-jan-26-2025.html

I had a chance to look into the Deepseek issue, and it seems my assessment was correct. It's nothing new. It's all open source. And it's not actually Chinese. Basically, all the Chinese did was get a bunch of online nerds around the world to create a bunch of free IP that the American companies can now take and use on their models to increase computing power. Additionally, the so-called "breakthroughs" were already mentioned by Jensen Huang weeks before Deepseek was released.

I will probably be buying a lot over the next several days. I will still need to watch the charts and follow the news, but this seems like exactly the kind of buying opportunity I've been hoping for. If my assessment of Deepseek is correct, then when this all shakes out, investor confidence should be restored relatively soon.

 

[bwoods11]

If I can live off the dividends, I will definitely do that . I actually hate selling stocks/assets. It’s like a pet peeve .

Maybe it’s the Rich Dad Poor Dad philosophy?

 

[Telemark]

The lack of AI investing puts AAPL back at the top for today. The more a company is invested the more the stock price dropped all based on China with their DEEPSEEK claims.

I think it's more than that. Apple is doing AI in a different way. The Deepseek model fits really well with Apple Intelligence, which they announced way back whenever, maybe in summer. The release of an AI model (like Deepseek) that is 25 times more efficient than current models lends itself VERY well to the edge computing strategy Apple has gone with. This could be an absolute game changer for Apple.

The timing of all this is a bit suspicious, and if it turns out Apple helped the Chinese with Deepseek, that could be catastrophic for their share price.

In the mean time, I am going to be paying close attention to how this plays out for AAPL. They went from looking like dumdums who couldn't create anything new, to suddenly having possibly the best way to integrate AI into their products. This is potentially a major turning point for Apple.

 

[Angus 1895]

I resisted increasing my Microsoft position.

Cuz Cramer doesn’t like Microsoft.

 

[hunts_with_stick]

I think it's more than that. Apple is doing AI in a different way. The Deepseek model fits really well with Apple Intelligence, which they announced way back whenever, maybe in summer. The release of an AI model (like Deepseek) that is 25 times more efficient than current models lends itself VERY well to the edge computing strategy Apple has gone with. This could be an absolute game changer for Apple.

The timing of all this is a bit suspicious, and if it turns out Apple helped the Chinese with Deepseek, that could be catastrophic for their share price.

In the mean time, I am going to be paying close attention to how this plays out for AAPL. They went from looking like dumdums who couldn't create anything new, to suddenly having possibly the best way to integrate AI into their products. This is potentially a major turning point for Apple.

Interesting

 

[Telemark]

Fidelity is down again. I hate to do it, but I might have to switch platforms.

 

[SD51555]

EU Debates Restarting Russian Gas Purchases As Part Of Ukraine Peace Deal | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

[Telemark]

I just love the performance of PLTR. I increased my position today. I have 700 shares now. I am loving this stock. I think I will keep buying shares and selling covered calls until I think it peaks. But holy jeez what a cash cow. I think I will just be buying every dip for the next few years.

 

[Ben.MN/WI]

Dividend investing is a completely different strategy from growth investing. Generally companies don't pay a dividend until they are done growing. A healthy growth company will use its cash to grow the business until it runs out of ideas or has saturated the market.

Dividend stocks are my retirement plan. Once I grow my account big enough to where I can live off 4%, I'll move everything to dividend stocks and live off the cash dividend payments.

Currently, I don't look for a dividend at all. I'd rather go for companies that are as early in their growth phase as possible.

What is a decent dividend % relative to the stock's value?

The dividend from a stock seems quite similar to the cropland rental income off a land investment. I'm hoping to have a decent % of my retirement income coming from cropland rental. This is what I tell my wife when I start looking for a new hunting property.

 

[SD51555]

Some of you guys that live on your land need to start growing some beef before we get human CWD from eating crickets dipped in Shit Spread Country Crock margarine. We can't have @Baker being the only one.

And for God's sake, don't sell them to the chinese, the dutch, or the bankers. Sell them to your neighbors directly.

US Cattle Herd Shrinks To 1951 Lows As Beef Crisis Deepens | ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

www.zerohedge.com

 

[rocksnstumps]

What is a decent dividend % relative to the stock's value?

The dividend from a stock seems quite similar to the cropland rental income off a land investment. I'm hoping to have a decent % of my retirement income coming from cropland rental. This is what I tell my wife when I start looking for a new hunting property.

Here's some info from a popular dividend focused EFT fund

SCHD has a dividend yield of 3.57% and paid $0.99 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Dec 11, 2024.

 

[SD51555]

Here's some info from a popular dividend focused EFT fund

SCHD has a dividend yield of 3.57% and paid $0.99 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Dec 11, 2024.

A good hack for the aspiring DIY'ers out there. Go into those funds and look for stock ideas. You can model your own portfolio off of theirs, and throw out all the obvious junk. Just looking at their top ten, I'd throw out Coke, Pfizer, Cisco, Blackrock out of principle, Bristol Meyers, Pepsi, and Amgen.

I like Abbvie, Texas Instruments, and Lockheed Martin. I'm not a fan of drugs because of the obvious retention problem, but Abbvie might pop when the RFK problem is handled.

 

[Kdog]

My dividend stocks yield 17-22%. The current stock values are roughly 1/5th of what they were 1.5-2 years ago, so if they come back, they will turn into growth stocks.

 

[rocksnstumps]

Some of the partnership type stocks are a bit deceiving with a high looking dividend. They are returning some of your original investment along with some dividend amount.

Remember an old 401k provider that liked to report "total return" in your summary. Kinda bogus as it included all your contributions during the year. In crappy market yrs it might show a small positive return only because your shoveling in money all year was slightly more than the portfolio loses.

They made you do the math to subtract out your contributions to see what the decline really was. Numbers all there, you just had to dig past the summary page.

 

[Telemark]

What is a decent dividend % relative to the stock's value?

The dividend from a stock seems quite similar to the cropland rental income off a land investment. I'm hoping to have a decent % of my retirement income coming from cropland rental. This is what I tell my wife when I start looking for a new hunting property.

Right now, under 4% for the reliable ones.

Real estate can be great. I was in real estate until recently. It can be a headache though.

 

[Telemark]

My dividend stocks yield 17-22%. The current stock values are roughly 1/5th of what they were 1.5-2 years ago, so if they come back, they will turn into growth stocks.

Which ones do you have?