Thunder Good-Oil
Well-Known Member
- Joined
- Dec 2, 2011
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I’ve been holding off after the split…believe I’ll hold off a few more days.
Institutional money managers could pile in after this pullback so that they can report ownership on the Q2 reports. Q3 could be tough for NVDA shareholders.
Some guy on CNBC just pointed out that the 10 biggest names at the time of the dot com crash underperformed the S&P over the next 10 years and only MSFT outperformed over the next 15 years (barely - by 1 or 2%).
I’m thinking about adding more UPS. It’s still off about 20-25%. They typically struggle with high oil prices. But they thrive when the economy is zooming. Earnings might not recover quickly - they just struck a big deal (with Oshkosh?) for a lot of new delivery trucks. They might be EVs - which will be interesting to watch.