All things STOCKS

#904
#904
bignewt said:
brutal...I hope Netflix Q3 numbers are off the charts, I need the bump. Nothing will move Disney much, it's too big.
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Disney is only twice the market cap of Netflix and the library of programming they own dwarfs Netflix. Plus they have massive real estate holdings.
 
#906
#906
S&P teetering around all-time highs. Are you hedging against a pullback or looking for a breakout? More big earnings announcements next week.
 
#908
#908
Freak said:
S&P teetering around all-time highs. Are you hedging against a pullback or looking for a breakout? More big earnings announcements next week.
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It depends on the time horizon of the investment. If you’re looking for an exit strategy as the funds are to be used soon...I’d get out now. If the funds in question are just long term savings I’d keep it in a diversified stock portfolio or an etf (that’s predominantly invested in equities). Nobody knows what the market will do from week to week. But over an extended timeframe it always goes up more than down.
 
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#909
#909
chattavol420 said:
It depends on the time horizon of the investment. If you’re looking for an exit strategy as the funds are to be used soon...I’d get out now. If the funds in question are just long term savings I’d keep it in a diversified stock portfolio or an etf (that’s predominantly invested in equities). Nobody knows what the market will do from week to week. But over an extended timeframe it always goes up more than down.
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I realize that. I probably wasn’t clear. I wasn’t asking for financial advice. I was just curious of people’s different situations and predictions on the market in the near term, along with what kinds of things they’re investing in now. I find it interesting to hear what people are investing in at different times, whether it be gold or bitcoin or anything in between.
 
#910
#910
If you’re in to pennies, keep an eye on SLS between now and 11/15. Quite a few catalysts and at the very least, a double your money play.
 
#911
#911
I think that the equity averages stay range bound until the 2020 election probabilities come into focus. Get a Socialist into the White House or the Reps losing the Senate, then look out below. If the Reps gain some House seats or AOC gets blasted out of office then I think it sets up for a prosperous run on the long side.

This isn't the Politics stocks discussion, but I do think that the Liberals could really damage our economy by going after oil and gas if they gain a lot of political leverage. The ME energy dependency in the early 70s really stagnated things as that decade unwound. They do have a decent long view though... renewable energy and efficient use of energy will be important heading into the next century.

Both sides need to pull in the same direction and fix the cost of healthcare. Capitalism is good, but that industry has been overrun by corporatism. When I look at stocks I always consider market caps. The biggest are in tech, but I think that Big Pharma might have the most $100+ Billion companies. They kind of run things in that industry.
 
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#912
#912
We may see the S&P breakout to mid 3100s on a technical standpoint. The RSI hasn't been in overbought territory since early July, and the 50 day macd crossed upward over the 200 day a couple of weeks ago. The last couple of 50/200 bullish crosses ran about 4 weeks before they crossed bearish. If the RSI runs up towards 70, and the 50 day stays above the 200 for a couple of more weeks, we may see 3200.

From a fundamental standpoint, I think consumer spending will be strong in Q4 and some of the soft guidances given this week during Q3 ERs may lead to blowout Q4 ERs in January. I bought some more AAPL a couple of weeks ago at 229. They report next week, and I think Apple+ will drive this higher.

Of course this can change at any time with a tweet or if Jay Powell presses autopilot on quant tightening (or anything else related to monetary policy) again.
 
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#914
#914
Google earnings announcement should be interesting next week, and I'm interested to see what AT&T does.
 
#915
#915
Verizon slightly beat earnings expectations which was announced before the Friday session. The stock was little changed after the dust settled. Since the dividend is over 4% they likely pop a bit if there's any indication that this won't be the last quarter point rate hike coming next week. But it will most likely be the last adjustment for a while. They'll say they're freezing rates for now and will let the data influence future moves.

I said a few posts back that there are more $100 billion plus Big Pharma companies than tech. But I counted about 15 in tech (spread around several components... software, hardware, cloud, social media) but closer to 10 in Pharma. But nearly all of the huge healthcare companies are drugs or biotech. JNJ is diversified, UNH is insurance. Thermo-Fisher is equipment. Around 8 others are drugs. Financials have several big dogs, too. Funds and institutions have to put their cash piles somewhere and buy them up on any pullback.
 
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#917
#917
Thunder Good-Oil said:
Verizon slightly beat earnings expectations which was announced before the Friday session. The stock was little changed after the dust settled. Since the dividend is over 4% they likely pop a bit if there's any indication that this won't be the last quarter point rate hike coming next week. But it will most likely be the last adjustment for a while. They'll say they're freezing rates for now and will let the data influence future moves.

I said a few posts back that there are more $100 billion plus Big Pharma companies than tech. But I counted about 15 in tech (spread around several components... software, hardware, cloud, social media) but closer to 10 in Pharma. But nearly all of the huge healthcare companies are drugs or biotech. JNJ is diversified, UNH is insurance. Thermo-Fisher is equipment. Around 8 others are drugs. Financials have several big dogs, too. Funds and institutions have to put their cash piles somewhere and buy them up on any pullback.
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Speaking of Verizon, AT&T is having a big morning so far.
 
#918
#918
TheColdVolTruth said:
My sneaky dividend play right now is MCD. 2.13 doesn't qualify as high yield, but I think they have plenty of runway to grow the dividend over the coming years as the market faces headwinds. They are trading near all time highs, but they're performance during the last recession is worth looking at.
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Down 30 bucks a share since this call. What an idiot this guy is........
 
#920
#920
Out of curiosity, what's you guys' favorite online brokerage? I've used several over the years but it seems like each one is always lacking in something.
 
#922
#922
Freak said:
Out of curiosity, what's you guys' favorite online brokerage? I've used several over the years but it seems like each one is always lacking in something.
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I'm comfortable with Ameritrade. The executed transactions easily integrate with tax software. I'm sure that Schwab's does as well, but those accounts are tax deferred and tax exempt so I've never used the feature on that platform. I'll likely move from Ameritrade to Interactive Brokers next year if they won't match the interest rates.
 
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#923
#923
Thunder Good-Oil said:
I'm comfortable with Ameritrade. The executed transactions easily integrate with tax software. I'm sure that Schwab's does as well, but those accounts are tax deferred and tax exempt so I've never used the feature on that platform. I'll likely move from Ameritrade to Interactive Brokers next year if they won't match the interest rates.
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My gripe with Ameritrade (and I have told the 12 year old from the local branch that calls to “check on me”) is that the FRIP we had with Scottrade was better. You could pool your dividends and buy other equities with it. For instance maybe I didn’t want more GE (lol) but I want to use the dividend to buy more Coke or something. With Scottrade that was possible, with Ameritrade you can only buy shares of the same stock. ST also only bought whole shares, AT buys fractional shares which is also annoying. I have seen emails hinting at changes to the program but who knows where that’s at.
 
#924
#924
Freak said:
Been looking at this one considering how much it's down.
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If you're a believer in MCD, you're buying at a discount

Freak said:
Out of curiosity, what's you guys' favorite online brokerage? I've used several over the years but it seems like each one is always lacking in something.
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I started on Scottrade, but moved to Robinhood. I like their mobile interface, and they're the ones who disrupted the commission-based trade revenue model.
 
#925
#925
I came across this video shortly after AAPL's earnings. Hopefully the kid learns his lesson about gambling with options.

 
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