All things STOCKS

#16,304
#16,304
Velo Vol said:
Boring.
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Do boring with 90-95%.

Get wild and crazy with 5-10%.

I’m trying to sell cash reserved puts on a leveraged Bitcoin ETF. But nowhere near 10%.

Buy shares of CURE. Cray-cray.

I’m working on getting a bigger bite of CSX. Boring, but exciting if you’re into trains.
 
#16,305
#16,305
Jax_Vol said:
I don't know. The 20 something age crowd used to love them. Now they show up to work with other unknown cold caffeine type of beverages. Not drinking regular old black coffee in a coffee pool anymore. The Bunn units sit unused.

Very fickle market.

But, Pepsi does indeed have them everywhere with shelf space. Hard trick to pull off in the refrigerated section.
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Only stock in that sector I mess with is Coke. One of the safest stocks to own. Though they do seem they are overpriced at the moment
 
#16,306
#16,306
Thunder Good-Oil said:
Do boring with 90-95%.

Get wild and crazy with 5-10%.

I’m trying to sell cash reserved puts on a leveraged Bitcoin ETF. But nowhere near 10%.

Buy shares of CURE. Cray-cray.

I’m working on getting a bigger bite of CSX. Boring, but exciting if you’re into trains.
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A lot of the big fish seem to like CP.
 
#16,307
#16,307
DaddyChad said:
A lot of the big fish seem to like CP.
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It makes a lot of sense that if manufacturing surges in the US after all of the stimulus from the Federal Government that those shipping in raw materials from Canada will do very well.

You’d think that CAT would be a favorite, but analysts aren’t real enthusiastic about it. IMO weak China demand and trade obstacles might be to blame.
 
#16,310
#16,310
Depending on the NVDA reaction, I might reduce my position quite a bit and start holding more cash going into the election.
 
#16,311
#16,311
Carp said:
Depending on the NVDA reaction, I might reduce my position quite a bit and start holding more cash going into the election.
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NVDA might be hitting a short term peak. But you never know when it’s going to surge upward again. They have their revenue booked for years to come and really don’t have an AI competitor of equal quality. Kind of an ASML type of company. There is competition, but their products just aren’t as good as NVDA’s and ASML’s.

It wouldn’t be a bad idea to buy NVDA puts before their announcement - but I bet that they are expensive today.
 
#16,313
#16,313
All eyes on NVDA for sure. How much will they need to beat estimates to prevent a market crash? I joke but seems some people use their results as a gauge for the market.
 
#16,315
#16,315
Carp said:
Only stock in that sector I mess with is Coke. One of the safest stocks to own. Though they do seem they are overpriced at the moment
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Until this recent jump, they had only gone up 7% since 2020 which seemed odd in light of the inflation during that time period. Folks are coming around to the fact they sell a product that’s terrible for their health and no marketing in the world changes that. I can see a time where they are in court defending against the health problems they’ve contributed to with their products. I’ve held KO for decades but decided this year to part ways. JMO
 
#16,316
#16,316
walkenvol said:
Until this recent jump, they had only gone up 7% since 2020 which seemed odd in light of the inflation during that time period. Folks are coming around to the fact they sell a product that’s terrible for their health and no marketing in the world changes that. I can see a time where they are in court defending against the health problems they’ve contributed to with their products. I’ve held KO for decades but decided this year to part ways. JMO
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Coke is the number 1 selling soft drink in the world, and one of the most recognizable brands among all industries. And in reference to health, Diet Coke is a top 5 selling soda as well. Among the younger generation, Coke remains supreme as well, despite Coke machines being taken of out thousands of elementary schools nationwide.

Coke isn't going anywhere. It's a cultural icon.
 
#16,317
#16,317
Carp said:
Coke is the number 1 selling soft drink in the world, and one of the most recognizable brands among all industries. And in reference to health, Diet Coke is a top 5 selling soda as well. Among the younger generation, Coke remains supreme as well, despite Coke machines being taken of out thousands of elementary schools nationwide.

Coke isn't going anywhere. It's a cultural icon.
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Yeah...back 15-20 years ago, I thought Pepsi was going to make a strong run at them.

However, Coke beat them off without too much problem.

Agree that they are entrenched.

But, very expensive these days.
 
#16,318
#16,318
walkenvol said:
Until this recent jump, they had only gone up 7% since 2020 which seemed odd in light of the inflation during that time period. Folks are coming around to the fact they sell a product that’s terrible for their health and no marketing in the world changes that. I can see a time where they are in court defending against the health problems they’ve contributed to with their products. I’ve held KO for decades but decided this year to part ways. JMO
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I’m not too concerned about litigation since they aren’t deceiving the public that Coke is a healthy beverage. And the entire food industry would face the same accusations. They put sugar in EVERYTHING. Bread. Healthy sounding cereal brands. Nearly every beverage that isn’t 100% juice or artificially sweetened.

I don’t own KO, but I have a few shares of PEP.
 
#16,319
#16,319
Jack Burton said:
All eyes on NVDA for sure. How much will they need to beat estimates to prevent a market crash? I joke but seems some people use their results as a gauge for the market.
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I heard Pisani on CNBC mention that NVDA is larger than several S&P 500 sectors. I wasn’t listening closely but I thought he said Real Estate, Materials, and Energy. Energy doesn’t sound correct, but maybe after the 3 or 4 huge integrateds the rest might not add a lot of relative market cap.
 
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#16,320
#16,320
Thunder Good-Oil said:
I’m not too concerned about litigation since they aren’t deceiving the public that Coke is a healthy beverage. And the entire food industry would face the same accusations. They put sugar in EVERYTHING. Bread. Healthy sounding cereal brands. Nearly every beverage that isn’t 100% juice or artificially sweetened.

I don’t own KO, but I have a few shares of PEP.
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Even 100% juice is not very healthy. It takes on average about 5 times the amount of fruit to equal an 8oz glass of juice. So any time you drink a glass of o.j., you're consuming the natural sugars of about 5 oranges. Obviously if you aren't drinking it everyday, or are substituting water or other sugar-free beverages throughout the rest of the day, than it isn't a big issue.
 
#16,322
#16,322
Carp said:
Even 100% juice is not very healthy. It takes on average about 5 times the amount of fruit to equal an 8oz glass of juice. So any time you drink a glass of o.j., you're consuming the natural sugars of about 5 oranges. Obviously if you aren't drinking it everyday, or are substituting water or other sugar-free beverages throughout the rest of the day, than it isn't a big issue.
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One Big Mac has 1/4 of the RDA of sugar for men and more than 1/3 for women.
 
#16,323
#16,323
Thunder Good-Oil said:
One Big Mac has 1/4 of the RDA of sugar for men and more than 1/3 for women.
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I don't eat McDonalds. But I have been eating poorly the last couple of years and not exercising as often, which has lead to gaining 20lbs . My annual physical from last week shows high cholesterol and slightly elevated A1C's, so I have changed my diet.

Luckily I cut out Cokes over a year ago or who knows what my numbers would be. I only drink seltzer water now.
 
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#16,324
#16,324
Carp said:
I don't eat McDonalds. But I have been eating poorly the last couple of years and not exercising as often, which has lead to gaining 20lbs . My annual physical from last week shows high cholesterol and slightly elevated A1C's, so I have changed my diet.

Luckily I cut out Cokes over a year ago or who knows what my numbers would be. I only drink seltzer water now.
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I drink seltzers too. If you get a craving for soda try a Poppi. They’re about 4g of cane sugar in 12 ounces and they taste great. Lots of flavors like cola, lemon-lime, orange, grape.
 
#16,325
#16,325
Jack Burton said:
I drink seltzers too. If you get a craving for soda try a Poppi. They’re about 4g of cane sugar in 12 ounces and they taste great. Lots of flavors like cola, lemon-lime, orange, grape.
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Why not just do Coke Zero? I can't stand the taste of old school diet coke, but the Zeros make it so easy to stop drinking sugar
 
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