All things STOCKS

#1,527
#1,527
TheColdVolTruth said:
I started a position in YUM and BLMN today with my profits from OILD. Of course WEN spikes over 40%. I plan to continue to add if they go lower. I think these will bounce back long before the travel industry.
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YUM seems to be a well run
company. I wonder if they're similar to McDonald's and own huge chunks of prime commercial real estate at every major intersection in America. McDonald's might be more of a franchise business model. I would think that Pizza Hut (YUM) is holding up well with the dining room closures all over. But KFC maybe not so good. Papa John's and Dominoes are probably very busy.
 
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#1,530
#1,530
ButchAintOne said:
Maybe not a life savings but what should I do with 3k ish
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Vanguard Total Stock Market Index Fund ETF (VTI) for a longer term, low fee ETF. Blend in a position with MDY or VO to get an efficient exposure to middle sized companies. Those funds all have a good bit of size to them which keeps the buy/sell spread narrow and the volume and size props them up a bit during panic selling therefore it's easier to get out quicker without the bottom falling out. Thinly traded securities and smaller funds will crash much faster. VTI, MDY, and VO are all investments to make when anticipating markets will rise.

TQQQ and SQQQ if you want to trade in and out of a highly volatile, high risk bundle of NASDAQ companies. Similar pairs with UDOW and SDOW follow the DJIA. FAZ and FAS track the financial sector or bank stocks. SPXL and SPXU for S&P names. THEY ARE ALL VERY RISKY. You can make or lose a lot of money quickly in any of those. Those are pairs of funds that are either bullish or bearish and, I think that, they're all leveraged 2x or 3x. They'll theoretically move 2 or 3 times as much as non-leveraged versions of similar investments.

Google any of those symbols for more info. Usually "xxx stock quote" will bring up a boatload of relevant links.

DIA, QQQ, and SPY are heavily traded, low fee funds that track the major US markets.
 
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#1,532
#1,532
I love VTI. That’s where 90% of my funds are.

okay boys, what are we eyeing at discounted rates? BA, KO, NOK? What is in your watch list.
 
#1,534
#1,534
Big Gucci Sosa said:
I love VTI. That’s where 90% of my funds are.

okay boys, what are we eyeing at discounted rates? BA, KO, NOK? What is in your watch list.
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I really need to put together a shopping list. Pretty much EVERYTHING is now discounted. I stay heavily margined in my primary, non-retirement account so I've resisted adding more long positions. I've avoided margin calls this time. I have Pepsi in another, non-margined, hold forever account. BA is tempting. Does anybody even buy Nokia phones anymore?

Facebook, GOOG, Microsoft, and Amazon are long term positions that I feel like I should open. I already have a little bit of AAPL. Video conferencing is going to be a hot sector of tech for another decade. The pure plays are vulnerable to competition from the big dogs and hostile take overs.

I'd like to pick up some names in the healthcare sector, but the Democrats are constantly attacking it. Thermo Fisher was impressive with their quick mobilization of fast turn around C19 testing. TeleDoc is a great concept, but again vulnerable to being taken over. Amazon and Warren Buffet have partnered with TeleDoc as a benefit to employees that also should cut their costs. It wouldn't surprise me to see Berkshire Hathaway buy TeleDoc some day. UNH might be part of that "partnership".

I've been wanting to buy Mueller, NVDIA, SMG, and Constellation Brands. It might be close to the time to do that.
 
#1,538
#1,538
I would expect to see manufacturing facilities to be popping up like weeds outside of China. Any company that will participate in new supply chains being established without Chi-com as a player have bright futures. Maybe even Mexico, but they're a mess with their corruption and lawlessness. I wish we'd redirect from the ME and go after the cartels. The people of Mexico are our friends. Their overlords are evil.
 
#1,539
#1,539
Thunder Good-Oil said:
I would expect to see manufacturing facilities to be popping up like weeds outside of China. Any company that will participate in new supply chains being established without Chi-com as a player have bright futures. Maybe even Mexico, but they're a mess with their corruption and lawlessness. I wish we'd redirect from the ME and go after the cartels. The people of Mexico are our friends. Their overlords are evil.
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If tariffs didn’t cause mfg to move nothing will. We are staying in China
 
#1,540
#1,540
Freak said:
I like CSCO and ABBV as dividend plays. Been looking at PFE and WFC also.
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Wells Fargo can't seem to get their s*** together. I like JP Morgan and Morgan-Stanley more. Morgan-Stanley has high end, wealth management clients and they'll upgrade their platform and wealthy client list once they fold in E-Trade. Schwab and Interactive Brokers are attractive as well.

WFC might be hurt with the slightly above zero interest rates. They keep the mortgages that they write rather than unload them. They're going to see a wave of refinancing at lower rates which will depress their revenues.
 
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#1,541
#1,541
Big Gucci Sosa said:
If tariffs didn’t cause mfg to move nothing will. We are staying in China
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I think that Apple (and others) depending on them to roll out iPhones, that stat about 80% of our meds having ingredients from China, their lies about C19, their state supported thievery, parts of our defense systems needing inputs from them, their human rights record, and their desire to be the world leader in all things military and financial create a recipe to knock them down several notches. Too bad our future generations are naive about socialists though. But this is The Pub, so I'll calm down.
 
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#1,542
#1,542
Thunder Good-Oil said:
I think that Apple (and others) depending on them to roll out iPhones, that stat about 80% of our meds having ingredients from China, their lies about C19, their state supported thievery, parts of our defense systems needing inputs from them, their human rights record, and their desire to be the world leader in all things military and financial create a recipe to knock them down several notches. Too bad our future generations are naive about socialists though. But this is The Pub, so I'll calm down.
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Moving supply chain just isn’t in the cards. It would take 10+ years. The margins are too good and the factories are already in place.
 
#1,543
#1,543
Big Gucci Sosa said:
Moving supply chain just isn’t in the cards. It would take 10+ years. The margins are too good and the factories are already in place.
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Every new factory needs to be built outside of China.

We put men on the moon in much less than a decade. Shifting our commerce can be done more quickly. Especially for critical supplies. Our government needs to push it. Our allies need to get on board or stop depending on us.
 
#1,546
#1,546
I'm watching BABA I bought in last year at $174, it was in the $220s before the virus, if it comes back down to my original buy in I'm going to double up my shares.

Also looking at CROX, ERX and MDT
 
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#1,549
#1,549
Thunder Good-Oil said:
Every new factory needs to be built outside of China.

We put men on the moon in much less than a decade. Shifting our commerce can be done more quickly. Especially for critical supplies. Our government needs to push it. Our allies need to get on board or stop depending on us.
Click to expand...

Need to do this asap regarding pharma manufacturing. Especially for anti-infective drugs - they can be difficult to manufacture.

Puerto Rico Can Help The U.S. End Its Dependence On Chinese Pharmaceutical Ingredients
 
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