All things STOCKS

#101
#101
OldandStillaVol said:
Probably not a popular opinion but I don't think stocks are attractive now. I am waiting for a pullback. Of the pharma companies mentioned, I like Novo because of their emphasis on diabetes and the large increase in that population worldwide.
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I'm sitting on $16,000 in cash destined for the market. I've been waiting on a small correction or dip. Right now I'm regretting not getting in a few months ago. I thought about buying 15 shares of Amazon.
 
#102
#102
Good chance that the markets trend somewhat sideways for an extended period of time... unless there's some kind of market moving major news event. Like Trump gets pushed out. Or the allies get really pissed of over something that 45 does. Or China or North Korea pull some crazy ****. Great earnings would push equities higher. Improving employment numbers would push equities higher. Interest changes or not will be temporary blips. Inflation hasn't been an
issue in years.

Sector rotation could be the best way to profit in this environment. Energy and health care have lagged. IT has been on fire.
 
#103
#103
Thunder Good-Oil said:
Good chance that the markets trend somewhat sideways for an extended period of time... unless there's some kind of market moving major news event. Like Trump gets pushed out. Or the allies get really pissed of over something that 45 does. Or China or North Korea pull some crazy ****. Great earnings would push equities higher. Improving employment numbers would push equities higher. Interest changes or not will be temporary blips. Inflation hasn't been an
issue in years.

Sector rotation could be the best way to profit in this environment. Energy and health care have lagged. IT has been on fire.
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I'm watching this turmoil going on in the Gulf. Oil prices surge and it could negatively affect the market as a whole I would think. As you mentioned, Trump and the witch hunt and it's outcome could move the market.
 
#104
#104
Thunder Good-Oil said:
Good chance that the markets trend somewhat sideways for an extended period of time... unless there's some kind of market moving major news event. Like Trump gets pushed out. Or the allies get really pissed of over something that 45 does. Or China or North Korea pull some crazy ****. Great earnings would push equities higher. Improving employment numbers would push equities higher. Interest changes or not will be temporary blips. Inflation hasn't been an
issue in years.

Sector rotation could be the best way to profit in this environment. Energy and health care have lagged. IT has been on fire.
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Spot on... buy great conpanies on any pull back or dips.. take the dividends to build up cash and buy what you want when pricing look good.. I am like everyone else and just pulsing in monthly contributions into investment accounts and retirement accounts
 
#105
#105
InVOLuntary said:
I'm watching this turmoil going on in the Gulf. Oil prices surge and it could negatively affect the market as a whole I would think. As you mentioned, Trump and the witch hunt and it's outcome could move the market.
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Usually the summer is a Lull in the market in September his Dorichlee is a awful month for investing so maybe a pullback or two in the next 90 days
 
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#106
#106
Biopsyman said:
Usually the summer is a Loel in the market in September his Dorichlee is a awful month for investing so maybe a pullback or two in the next 90 days
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That $16K is dividends so that's what I do, take all dividends in cash to keep diversifying more. Dorichlee?
 
#107
#107
InVOLuntary said:
I'm watching this turmoil going on in the Gulf. Oil prices surge and it could negatively affect the market as a whole I would think. As you mentioned, Trump and the witch hunt and it's outcome could move the market.
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I really think that ME oil is becoming less and less of a concern. Fracking, Russian production, and electrified transportation are making the ME less relevant. The US has HUGE coal reserves and electric vehicles get charged from NG, coal, and even nuclear plants. Unless the Republicans are forced out and replaced by hysterical Dems/Libs/progressives then we should be able to build out an infrastructure utilizing a mix of all energy sources. The D/L/Ps would kill off coal and nuclear if they were able. Did Al Gore ever turn off the A/C in his unused, docked houseboats?

Solar is still not economically feasible, but if oil spikes it could be. I keep an eye on Tesla. It's not good that they're parted ways with Toyota, but they could thrive with their ramping up of battery production plus their solar roof "shingles". They have several challenges, but I wonder if they could get on a roll like AMZN, GOOG, AAPL, FB, and Netflix have experienced.
 
#108
#108
This might be a great time to sell covered calls... assuming that potentially having to give up shares in a big up move can be tolerated.
 
#109
#109
Anybody have strong opinions on any beaten up names?

Lululemon?
UnderArmour?
Whole Foods!
Allergan?
Express Scripts?
Shopping mall REITs?
Nielsen?
Pandora?
TEGNA?
Speedway Motorsports?
Acacia?
Verizon?
Windsteam?
Advance Auto? AutoZone?
Bed Bath Beyond?
Dick's?
Target?
Tailored Brands (Men's Wearhouse)?
Tractor Supply?
Bristol-Myers?
CVS?
Mylan? Teva? Valeant?
FitBit?
Ruby Tuesday? Brinker?
Dine Equity? Shake Shack?
AK Steel?
Chicago Bridge?
Stericycle?
Boston Beer?
Avis? Hertz?
Auto Nation?
Mattel?
Tempur-Sealy?
First Solar?

I didn't realize that so many have been or still are in the ****ter. I didn't even look at energy or financials.

It's kind of dangerous to consider investing in companies that are way off of their highs when the averages keep blowing through theirs. Verizon is saying "look at me" though.
 
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#110
#110
I think Mylan and Teva are solid companies and their long term prospects are good. I wouldn't touch Valeant with a ten foot pole.

Sometime soon (next 5 years?) there is going to be a large change in the US regarding drug pricing. The current trend, especially for cancer drugs, cannot be sustained.
 
#111
#111
OldandStillaVol said:
I think Mylan and Teva are solid companies and their long term prospects are good. I wouldn't touch Valeant with a ten foot pole.

Sometime soon (next 5 years?) there is going to be a large change in the US regarding drug pricing. The current trend, especially for cancer drugs, cannot be sustained.
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I have pretty much the same opinion. Teva especially used to be a very loved equity.
 
#112
#112
For generic drug companies, the ability to get into the biosimilars (generic large molecules) is the key. Biosimilars generate good revenue without the threat of cut-throat competition.
 
#114
#114
Biopsyman said:
RHP it's a good stock and pays a good dividend
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I was reading up on Ryman a couple of days ago. I'd be more interested if they still owned the Opryland/Opry Mills land. I didn't get a good understanding of exactly what they're doing with the hotel. Then there's that Airbnb thing.
 
#115
#115
Thunder Good-Oil said:
I was reading up on Ryman a couple of days ago. I'd be more interested if they still owned the Opryland/Opry Mills land. I didn't get a good understanding of exactly what they're doing with the hotel. Then there's that Airbnb thing.
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They own a lot of hotel/convention space across the country
 
#116
#116
Biopsyman said:
They own a lot of hotel/convention space across the country
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I think that they're in four markets. They do have an interesting mix of properties in Nashville with the complementary country music properties. Is the Grand Ole Opry adjacent to the hotel by Opry Mills? Still own the Ryman and WSM too, right?

REITs pay out most of their profits as dividends... the dividend rate could be very volatile. However, at least they don't own shopping centers.
 
#117
#117
Thunder Good-Oil said:
I think that they're in four markets. They do have an interesting mix of properties in Nashville with the complementary country music properties. Is the Grand Ole Opry adjacent to the hotel by Opry Mills? Still own the Ryman and WSM too, right?

REITs pay out most of their profits as dividends... the dividend rate could be very volatile. However, at least they don't own shopping centers.
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You are right, I've held it for two 2 1/2 years in May pretty good returns great Dividend
 
#118
#118
Biopsyman said:
You are right, I've held it for two 2 1/2 years in May pretty good returns great Dividend
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Those are some big ass properties. A couple thousand acres... they should be getting a lot of appreciation on their real estate holdings that doesn't hit their income statement or have to be paid out to be in compliance with REIT regulations.

http://www.rymanhp.com/about-us/
 
#119
#119
I am in FSLR, I've watched that stock for awhile. It has a pattern of getting up into the 60s, drifting back into the 30s, rinse and repeat. I finally bought around 30 this last go so we'll see if the pattern continues.
 
#120
#120
DancingOutlaw said:
I am in FSLR, I've watched that stock for awhile. It has a pattern of getting up into the 60s, drifting back into the 30s, rinse and repeat. I finally bought around 30 this last go so we'll see if the pattern continues.
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FSLR's profitability has a high positive correlation to the price of oil. The whole industry probably needs oil in the $60s and higher. The government really ought to stimulate the industry at least until fossil fuels rise once again. It's foolish and shortsighted to move away from coal and allow the alternatives to struggle simply because NG is currently so cheap and oil prices are depressed. Solar power is something that both political parties should find common ground on. Unfortunately they put their party's agendas ahead of what's good for the country.

First Solar needs to have a strong bottom line. OPEC and big oil needs them to fail instead of grow.

First Solar doesn't appear to be in direct competition with Solar City/Tesla. But they do seem to be in direct competition with BrightHouse... which is backed by enormous oil companies and Wall Street.
 
#121
#121
Thunder Good-Oil said:
Anybody have strong opinions on any beaten up names?

Lululemon?
UnderArmour?
Whole Foods!
Allergan?
Express Scripts?
Shopping mall REITs?
Nielsen?
Pandora?
TEGNA?
Speedway Motorsports?
Acacia?
Verizon?
Windsteam?
Advance Auto? AutoZone?
Bed Bath Beyond?
Dick's?
Target?
Tailored Brands (Men's Wearhouse)?
Tractor Supply?
Bristol-Myers?
CVS?
Mylan? Teva? Valeant?
FitBit?
Ruby Tuesday? Brinker?
Dine Equity? Shake Shack?
AK Steel?
Chicago Bridge?
Stericycle?
Boston Beer?
Avis? Hertz?
Auto Nation?
Mattel?
Tempur-Sealy?
First Solar?

I didn't realize that so many have been or still are in the ****ter. I didn't even look at energy or financials.

It's kind of dangerous to consider investing in companies that are way off of their highs when the averages keep blowing through theirs. Verizon is saying "look at me" though.
Click to expand...

just bought 250 shares of Verizon.. Income
 
#124
#124
Biopsyman said:
Starting to buy FANG today
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Too early IMO. But it is a nice pull back.

I'm thinking non-oil energy right now. Chesapeake Energy or Dominion possibly. Companies that will do well as electric vehicles trend up. However, I guess hybrid don't plug in... and Teslas won't be in everybody's driveways until the prices come way down. Still, it might be time to dip into NG.
 
#125
#125
Thunder Good-Oil said:
Too early IMO. But it is a nice pull back.

I'm thinking non-oil energy right now. Chesapeake Energy or Dominion possibly. Companies that will do well as electric vehicles trend up. However, I guess hybrid don't plug in... and Teslas won't be in everybody's driveways until the prices come way down. Still, it might be time to dip into NG.
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I have owned Chesapeake for 6 months.. Hopefully it will turn its been in narrow range since i bought it
 
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