All things STOCKS

#14,751
#14,751
GE Healthcare is off 9% right now after having gone up for a while.

Options are thinly traded, but they have weeklies.

Could buy shares a few cents under $80 right now. And the 5/12 (17 days left) $80 calls are $1.85/$2.10.
 
#14,753
#14,753
Jax_Vol said:
I haven't been able to ever forgive Jack Welch.
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I thought that the firing of 10% of the work force every year was a POS move. He wouldn’t survive in today’s environment.

GE has finally become a good investment after about two decades of wandering aimlessly.

I think that there’s one more spin off pending. GEHC has had a nice run. I don’t know who their competitors are. Perhaps Seiman’s and Philips. Maybe Hitachi. Medtronic and JNJ for smaller machines. Danaher.
 
#14,754
#14,754
GE Energy/Power was supposed to be separated from the remaining GE (Aviation) in Q1-2023. It should be happening soon. Historically, splitting up companies creates an initial bump in share values the majority of the time.

GEHC was 33 shares of the spin off for every 100 of GE owned.
 
#14,757
#14,757
I wouldn't think so. Maybe they did and I just missed it.

There's one of those moving charts on that, isn't there?
 
#14,761
#14,761
Velo Vol said:
Seems to me there's more risk than reward for MSFT at these levels.

View attachment 548404
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MSFT is still in multiple areas and should be a pretty safe LT hold. Their cloud business is strong.

I listened to a podcast yesterday and they were suggesting that AAPL was kind of becoming a Consumer Staple sector type of business. Still 55% +/- of their revenue is iPhone, but they’re leveraging their platform with services. I need to subscribe to get more cloud storage. The basic, free level isn’t nearly enough.

They also touched on the potential vulnerability of AAPL (and TSLA) of being in bed with China. In the unlikely event that China invaded Taiwan, they’d be facing massive issues. Apparently Tim Cook has been over in India and Vietnam working on becoming less dependent on China’s manufacturing and their potential threat to Taiwan’s importance on high end chips.

I’m hoping that ASML pulls back. I’d like to own that stock.
 
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#14,762
#14,762
Thunder Good-Oil said:
MSFT is still in multiple areas and should be a pretty safe LT hold. Their cloud business is strong.

I listened to a podcast yesterday and they were suggesting that AAPL was kind of becoming a Consumer Staple sector type of business. Still 55% +/- of their revenue is iPhone, but they’re leveraging their platform with services. I need to subscribe to get more cloud storage. The basic, free level isn’t nearly enough.

They also touched on the potential vulnerability of AAPL (and TSLA) of being in bed with China. In the unlikely event that China invaded Taiwan, they’d be facing massive issues. Apparently Tim Cook has been over in India and Vietnam working on becoming less dependent on China’s manufacturing and their potential threat to Taiwan’s importance on high end chips.

I’m hoping that ASML pulls back. I’d like to own that stock.
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ASML has made its way onto my "Keep an eye on this'un" list recently. If it does pull back, I may dip my toes in (so to speak). I did the same with Broadcom earlier this year, and I have been pleased with it as well (so far).
 
#14,763
#14,763
Thunder Good-Oil said:
MSFT is still in multiple areas and should be a pretty safe LT hold. Their cloud business is strong.
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Shorter-term, though, I suspect it will be lower in six months than it is now.

I heard they played up the AI thing like 20 times in the earnings call yesterday. I think it's too early to determine who the winners and losers will be with that.
 
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#14,769
#14,769
It's funny how long this car thing has dragged on. Not that I care. I mean that, honest.

P.S. Long bonds today, yikes.
 
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#14,771
#14,771
The long repetition of those rates adds up a lot on the prices. For instance, VCLT is down 2%, and TMF, which is 3X long treasuries, is down 6.5%. I look at TMF every day, and this is an unusually large move. Not interesting if you don't have long bonds. I am gambling on the prices rising as interest rates fall later on.
 
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