Stock Market is the bottom in?

[bwoods11]

Hit $700 today .

 

[Brian662]

Hit $700 today .
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I bought (not enough) on 1/28/25 and it's up 69%. Thanks for the tip. Hard to see them losing money without drastic change, they have a good business model.

 

[bigboreblr]

That cheeseburger in paradise guy also said invest in what you know. Electric power. I noticed softbank is trying to make a huge power plant for AI in Ohio. I also like to buy a stock that works in several different markets / things. I threw some cash on it, A few days later I hear their chip designing firm is coming out with their own chips, and the stock seems to be on the up. Might be a week or two wave, might keep going.....

Probably being traded fairly priced now, but can see the new chip frenzy kick it up to 25 or 30 bucks for awhile.

Still debating when the popularity vote on chevron will wane.

 

[Angus 1895]

Bought CVV yesterday…..up 20% plus.

Wish I had bought more!

Graphene is what it’s associated with,

 

[SD51555]

That cheeseburger in paradise guy also said invest in what you know. Electric power. I noticed softbank is trying to make a huge power plant for AI in Ohio. I also like to buy a stock that works in several different markets / things. I threw some cash on it, A few days later I hear their chip designing firm is coming out with their own chips, and the stock seems to be on the up. Might be a week or two wave, might keep going.....

Probably being traded fairly priced now, but can see the new chip frenzy kick it up to 25 or 30 bucks for awhile.

Still debating when the popularity vote on chevron will wane.

Chevron should be in the chips now for a while. They’ve had a huge window to sell forward a lot of oil north of $100/barrel.


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[Barndog56]

 

[PatinPA]

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I wish I was only down 3%

 

[Angus 1895]

It was funny the other day in a boat fishing….

I told my buddy …..for every AI chip I bet they need 4 memory chips….

Im buying Micron & Sandisk!

Then…..Google invents AI compression……no memory chips needed!


OUCH!

 

[Howboutthemdawgs]

Markets now see the Fed's next move as a potential rate hike as inflation fears mount

Traders in the futures market shifted the probability of a rate increase by the end of 2026 to 52% on Friday morning.

www.cnbc.com

 

[Telemark]

I bout a little more AMZN today after it plummeted. I'll keep buying as long as it keeps falling.

 

[SD51555]

I decided to take some profits on Chevron today. I still have the vast majority of my position. Just took some profit to trim down my allocation a little. Also sold half my STZ, and picked up a scoop full of CEF.

Feels like a good place to harvest some gains on CVX.

I also opened a position in HD. Also seems like a good place to get in.

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[Kdog]

HD just is not making sense to me. Unless I missed something, it should have split several times now, but just keeps plugging along.

 

[bigboreblr]

Anybody bail on GIS yet. Down 22% in a few weeks for me. Not much in that pot.

BigbearAI is down too.

Outta good ideas. Doing homework on nuclear / future of energy. Got cameco in sprott miners etf. Was looking for silver, copper, and other metals in one pot. Thinking BWXT is going to be good in a few years. They make the navy's reactors and commercial nuke parts n services too. Amazon is invested in nukes. Brookfield power BEP or BEPC is 50% stake in Westinghouse nuclear. Anybody know the limited partnership tax reporting issue? The BEPC doesn't have that.

SCHD AND OMAH eats are doing ok for me. Kinda stable money. VDC looks like a nice stable parking spot for money right now. Probably just buy more SCHD though.

Better time to invest is US stock market or world? VOO vs VXUS?

 

[SD51555]

HD just is not making sense to me. Unless I missed something, it should have split several times now, but just keeps plugging along.

They’re a well run company. Not a growth stock anymore, but a solid balance sheet and history of returning ever more cash to shareholders. It’s a powerhouse for option income. Between calls and dividends it can produce about 18% cash per year if it doesn’t get too wild.

Soon as I bought today at $325, I sold a two week $342.50 call for $211. That’s a 16.9% cash rate plus 2.8% dividend rate.


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[SD51555]

Anybody bail on GIS yet. Down 22% in a few weeks for me. Not much in that pot.

BigbearAI is down too.

Outta good ideas. Doing homework on nuclear / future of energy. Got cameco in sprott miners etf. Was looking for silver, copper, and other metals in one pot. Thinking BWXT is going to be good in a few years. They make the navy's reactors and commercial nuke parts n services too. Amazon is invested in nukes. Brookfield power BEP or BEPC is 50% stake in Westinghouse nuclear. Anybody know the limited partnership tax reporting issue? The BEPC doesn't have that.

SCHD AND OMAH eats are doing ok for me. Kinda stable money. VDC looks like a nice stable parking spot for money right now. Probably just buy more SCHD though.

Better time to invest is US stock market or world? VOO vs VXUS?

GIS: I started buying at $49. Bought my way down to a $42 average. I’ve got one more bullet if it goes below $35, and that’s all the deeper I want to go. They go Ex-Div early April, sweet spot to buy if someone doesn’t have any yet. 6.7% yield at these prices. I’m not aware of any dividend cut risk. GIS is an aristocrat.

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[SD51555]

There are some real bargains starting to show out there. The fog of war hangs over the whole market, but deals don’t come around when everyone’s a buyer.

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[bigboreblr]

Was looking for so wthing bioscience healthcare. Unh gets plenty from me every 2 weeks anyways.

What's your mix of investing vs options trading?

It would be nice to see what you do and watch for 1 or 2, any why you picked it and for how much.

So, these big shots give their opinion and advice for free. Buffet, cramer, blackrock guy said oil will be 150. They leading the lemmings to the cash cliff, or what they say is their honest opinion.

The light on the investment dummy blinked a bit on this.

 

[SD51555]

1. Pick large solid companies. These are the ones that have solid underlying operations. Energy, war, booze, insurance. No matter what happens, they are most likely to endure vs bottle rocket stocks built on hope with nothing under them. These companies don’t need to be watched. Thousands of analysts do that for us, and keep the stock fairly valued.

2. Dividend stocks. The income is not the objective, but rather the commitment to making a profit and returning it to shareholders. A long history of raising the payout is also important for resilience. Most of mine are aristocrats.

3. Buybacks. Again, not about the buyback itself, but a focus on not diluting the shareholders.

4. Has to have good options action. This is where the money is made. In a flat market, you can still make 10-30% cash per year on them.

Ideally, all would be in stocks I can sell options, but with all that’s going on, I’m holding a big chunk of precious metals to guard against wild money printing.

Every now and then, I also take some long shot bets with small amounts of money. One I’m slowly buying now is Dakota Gold. Not in operation yet, but should start blasting in 2028. Right now, their market cap is about 3% of their proven recoverable metals. They are also forecasting an extraction cost of about $1000/oz of gold. If we get to $7,000 gold by 2028, this could be a whopper.

They own the land on which they’re gonna mine, no federal government jurisdiction, and in a mining friendly state.

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[Telemark]

3. Buybacks. Again, not about the buyback itself, but a focus on not diluting the shareholders.

Also means the company thinks the stock is way undervalued. Good time to buy for a long hold.

 

[Bowsnbucks]

1. Pick large solid companies. These are the ones that have solid underlying operations. Energy, war, booze, insurance. No matter what happens, they are most likely to endure vs bottle rocket stocks built on hope with nothing under them. These companies don’t need to be watched. Thousands of analysts do that for us, and keep the stock fairly valued.

2. Dividend stocks. The income is not the objective, but rather the commitment to making a profit and returning it to shareholders. A long history of raising the payout is also important for resilience. Most of mine are aristocrats.

3. Buybacks. Again, not about the buyback itself, but a focus on not diluting the shareholders.

Sounds like Buffet. He always likes companies that rake in cash, and commit to returning it to shareholders. Love our aristocrats!