All things STOCKS

[bignewt]

I don't know much, but I know netflix, and that may be all I need to know...

 

[Biopsyman]

MSFT closing in on $100

 

[1972 Grad]

I don't know much, but I know netflix, and that may be all I need to know...

I'm with you.

 

[Ernest T. Vol]

MSFT closing in on $100

Morgan Stanley has a March 2019 target price of $130.

 

[Thunder Good-Oil]

Added IBM today. Big Blue is kind of a risky, speculative stock to own these days.

 

[Biopsyman]

Added IBM today. Big Blue is kind of a risky, speculative stock to own these days.

Worried about their Dividend?

 

[Thunder Good-Oil]

Worried about their Dividend?

They're profitable, so not too much. PE is low, they beat earnings and fall quite a bit. They seem to be shifting into good businesses. The stock could pop if they cut bait with the current CEO.

I am worried that Warren B closed out his $10B position.

 

[Biopsyman]

I keep buying CTL anytime below $16.25

 

[InVOLuntary]

Looks like it might be a rough day on the street. At least to start.

 

[1972 Grad]

Looks like it might be a rough day on the street. At least to start.

Your post reminded me that I had a dream last night that I was watching tv and the DOW dropped to 14,000 and then the screen went to black.

 

[JFreak]

?? I'm only seeing the DOW down 5 pts in pre-market. Am I missing something?

 

[InVOLuntary]

Your post reminded me that I had a dream last night that I was watching tv and the DOW dropped to 14,000 and then the screen went to black.

Prophecy? I hope not!

 

[InVOLuntary]

?? I'm only seeing the DOW down 5 pts in pre-market. Am I missing something?

I heard a radio report on the way in to work this morning that it may take a hit today. I'm sure it's just some prognosticator. Mentioned Apple's fall yesterday and after shocks of that. Hopefully it's nothing.

 

[bignewt]

Netflix hit an all time high today and the prevailing wisdom is that it is primed for another big jump.

 

[Grudenator]

My favorite stock that’s made me a fortune (Brown Forman-BF.B) had a dip Friday and is a good time to get in. Honestly can’t lose on this stock, jack Daniels keeps selling more and more every year and can’t keep up with demand. Company is very generous to there shareholders as well.

 

[GoVolsDR]

Long on BTC right now. Bought around 7200, looking to exit around 7600, and then sell the rest around 8000. If BTC can sustain gains, I'll re-enter around 9000 provided that there are some buying signals.

 

[Thunder Good-Oil]

Long on BTC right now. Bought around 7200, looking to exit around 7600, and then sell the rest around 8000. If BTC can sustain gains, I'll re-enter around 9000 provided that there are some buying signals.

There's a BTC thread in the Politics forum that might interest you.

Bitcoin

I bought some IBM recently partly because they might find success with block chain.

 

[GoVolsDR]

There's a BTC thread in the Politics forum that might interest you.

Bitcoin

I bought some IBM recently partly because they might find success with block chain.

Excellent, I'll post more on crypto there. We're still on the ground floor as it relates to crypto. From a technology standpoint there are organizations like IBM, Bosch, Santander Bank, and others who are already piloting blockchain projects. Early adopters.

Likewise, from a currency standpoint, crypto is a MUCH better store of wealth than traditional savings mechanisms (savings accounts, CDs, bonds, etc...). The lightning network has made BTC much more scalable, but other currencies like Dash, Monero, Ripple, Litecoin, and even Bitcoin Cash have all proven to be scalable.

 

[Biopsyman]

Go long CVS

 

[Thunder Good-Oil]

I'm thinking about adding some automotive exposure. Rising interest rates could have been adversely affecting those equities. But improving employment should lead to more demand.

GT, AXL, F, TM look interesting. THO (Thor) and WGO (Winnebago) are in a similar industry and look reasonably priced. WGO just agreed to buy Chris-Craft which is an interesting move.

I wish that I bought RACE (Ferrari) a couple years ago. It's doubled a couple of times the last 2 years and has a rich valuation (PE), but they could really grow by selling SUVs.

 

[T-TownVol]

Defense company stocks could take a hit soon.......

 

[Thunder Good-Oil]

Defense company stocks could take a hit soon.......

Good point. A pull back probably creates buying opportunities though since the big ones have long term contracts that protect revenues. Plus, going to have to keep spending on systems used to monitor de-nuclearization. There's always a floor as they're essential for national security... probably will never crash like financials did in 2008-09.

If the liberals gain ground, more militarized police forces could be the result. Not a stimulus to non-droned aircraft and ship building, but all those things that infantry are outfitted with could be sustained and even grown. I think that GoPro really missed an opportunity to own the cop-cam space.

 

[Biopsyman]

Bought more CTL and WMB today

 

[Biopsyman]

I'm thinking about adding some automotive exposure. Rising interest rates could have been adversely affecting those equities. But improving employment should lead to more demand.

GT, AXL, F, TM look interesting. THO (Thor) and WGO (Winnebago) are in a similar industry and look reasonably priced. WGO just agreed to buy Chris-Craft which is an interesting move.

I wish that I bought RACE (Ferrari) a couple years ago. It's doubled a couple of times the last 2 years and has a rich valuation (PE), but they could really grow by selling SUVs.

What is your portfolio making you currently? I am right at 4.1% I am reinvesting every penny..

 

[Thunder Good-Oil]

What is your portfolio making you currently? I am right at 4.1% I am reinvesting every penny..

I can't easily pull together comprehensive performance it since it's across multiple brokers and accounts. Several are retirement accounts that I don't often trade. But I do watch a taxable account every day. It was up about 6% last week, a little over 1% this week.