All things STOCKS

#16,478
#16,478
@1RBFjr said:
MCD on sale this morning.
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As long as it isn't like Chipotle's, yes.

I'm sure I'm missing something, but they think they've traced it specifically to Quarter Pounders, either the meat itself or the onions. How exactly do contaminated meat or onions only make themselves into/onto a Quarter Pounder?
 
#16,479
#16,479
@1RBFjr said:
MCD on sale this morning.
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I own it for the dividends, international exposure, consistent earnings, and because they probably own the most valuable commercial real estate in the country. But food born illness cases tend to be drags on stock prices for extended periods of time.

My shares are in a taxable account. I’m holding rather than selling and giving up a chunk of my gains to the government.
 
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#16,480
#16,480
05_never_again said:
As long as it isn't like Chipotle's, yes.

I'm sure I'm missing something, but they think they've traced it specifically to Quarter Pounders, either the meat itself or the onions. How exactly do contaminated meat or onions only make themselves into/onto a Quarter Pounder?
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I bought hoping the situation will be corrected quickly and a distant memory in a month or so.

As for the contamination question, I have no idea. I can only guess that the problem is from one specific supplier who supplies for the quarter pounder alone 🤷‍♂️
 
#16,481
#16,481
@1RBFjr said:
I bought hoping the situation will be corrected quickly and a distant memory in a month or so.

As for the contamination question, I have no idea. I can only guess that the problem is from one specific supplier who supplies for the quarter pounder alone 🤷‍♂️
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Sounds like it might be from the onions coming from a specific supplier. Most likely their irrigation was contaminated from sewage or manure wasn’t properly composted. MCD is responding well so far. The unnamed supplier will get hammered. They’re probably not a public company though. They’ll lose business and the government will be all over them.
 
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#16,482
#16,482
I can't imagine how it's not the meat if it's only quarter pounders, but It doesn't depend on my imagination. Obviously the long term effect will be nothing.
 
#16,483
#16,483
Firebirdparts said:
I can't imagine how it's not the meat if it's only quarter pounders, but It doesn't depend on my imagination. Obviously the long term effect will be nothing.
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Slivered onions rather than diced onions go on quarter Pounders. Plus MCD might source their onions for specific menu items due to this very scenario. There are diced onions on Big Macs and the basic hamburgers.

Onions are prone to the bacteria because of the layers that they grow.
 
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#16,484
#16,484
Officially up 75% YTD.

Selling all of my Ford today ahead of earnings. 11% gain in 3 months is good enough to not risk a porous earnings call. I also might start selling off some of my position in NVDA over the next couple of weeks. Will be looking for a short swing trade through the remainder of the year. Let me know if you have any suggestions or any markets you think are about to pop off.

I would assume if Trump wins, we will see a good bit of push in the energy sector. The energy has already started to pick up some steam the last month, so I do think the money makers feel like a Trump win is likely.
 
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#16,485
#16,485
Carp said:
Officially up 75% YTD.

Selling all of my Ford today ahead of earnings. 11% gain in 3 months is good enough to not risk a porous earnings call. I also might start selling off some of my position in NVDA over the next couple of weeks. Will be looking for a short swing trade through the remainder of the year. Let me know if you have any suggestions or any markets you think are about to pop off.

I would assume if Trump wins, we will see a good bit of push in the energy sector. The energy has already started to pick up some steam the last month, so I do think the money makers feel like a Trump win is likely.
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I’m hanging on to OXY. It hasn’t done anything since Buffett started buying up shares. Sometimes he cuts bait, but BRK has been transforming into an energy company so I think I’ll ride it out.

Another speculative company that I’ve not bought shares but frequently consider is BA. The defense business will help it find a base. As bad as they’ve executed, they’re still basically a duopoly in the commercial operation along with Airbus. I haven’t stayed on top of where they are today with their machinists strike. Spirit Aero would be a derivative play to BA.

UPS has had some solid days lately. The deal with labor is working its way through their system. Comps might be challenging in the near term but easier a few quarters out.
 
#16,488
#16,488
Thunder Good-Oil said:
Futures looking good. Anything green after last week’s mess works for me.

The last full week before POTUS is being decided.
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I've got about $12K in cash sitting in a 401K that I need to do something with. I'm 61 so I don't plan on pulling anything out for at least 5 years. I'm OK with some risk. Any thoughts here? I have a decent amount of NVDA. I thought about more. Also my Netflix has done very well but it's so stinking high.
 
#16,489
#16,489
InVOLuntary said:
I've got about $12K in cash sitting in a 401K that I need to do something with. I'm 61 so I don't plan on pulling anything out for at least 5 years. I'm OK with some risk. Any thoughts here? I have a decent amount of NVDA. I thought about more. Also my Netflix has done very well but it's so stinking high.
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If you have more than 10-25% of your investment capital in NVDA (or any single stock) don’t pour in more. Too much risk.

Home - Unique ETFs that divide the S&P 500 into 11 sectors | Select Sector SPDRs

www.sectorspdrs.com www.sectorspdrs.com

XLV, XLE, XLI, and XLB should do well no matter which party is elected.

VOO by Vanguard is a very efficient ETF that is tracking the S&P 500. The Vanguard VTI adds equities smaller than those in the S&P 500 and is another great option. Vanguard has very low management fees and those investments can be bought through any broker (Schwab, Fidelity, E-trade, etc).

Trading is an entirely different animal. Those ETFs outlined above are good to buy and hold. For the short term, GEHC was knocked down today and the demographics work really well in the healthcare sector for long term as well.

UPS is way off of their highs and looks like it might have bottomed out. Their trucks drive by my house EVERY day. AMZN is a game changer that won’t be going anywhere.

AI still has great long term prospects, but with such a huge move equities might struggle to outperform the averages over the next several years. NVDA. MSFT. FB. AAPL has been taking their time getting highly involved.

I think that AAPL is a great stock and company. So is HD. And AMZN. GOOGL isn’t a slam dunk like it used to be. TSLA is pricey, but is still worth buying on pullbacks. UBER as well. The Boomers are a huge demo and can extend their independence in their old age with AVs. Plus a whole lot of millenials and Zoomers have embraced embraced autonomous vehicles.

Defense (military), especially of the high tech type, have a lot of business that isn’t going to slow down as long as the world is going nuts. RTX, LMT, PLTR.
 
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#16,493
#16,493
Go aeiou said:
5% dividend. Otherwise crap.
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The 5.42% dividend is also safe. Earnings are 95 cents and the annual dividend is 60 cents. Plus the p/e is 11.64x and 6.02x forward earnings.

Looks like a good, boring hold for a while. I don’t recall how their UAW contracts are currently structured.

I’ve never owned F shares. I held GM briefly once or twice. I might have traded near term TSLA options a year or two ago.

I wish that I would have jumped on some Ferrari (RACE) shares.
 
#16,495
#16,495
Carp said:
This year I have owned both Ford and Lotus (LOT). I did well in both before selling.
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I’m glad you did well with Lotus. I like cars, but I never knew they were publicly traded. I know about their general history of teetering on the edge of bankruptcy or having one foot in the grave until somebody bigger buys them out. This sums up my look when I read they were publicly trade and then I confirmed it looking at their recent performance.

IMG_6718.jpeg
 
#16,496
#16,496
I finally got one of those quick massive wins.
I bought into GNLN Friday afternoon at 2.72, it tanked after hours down to the 2.40 range, and I thought I had bought another loser. Well it consolidated Monday morning and went on a massive run, I sold yesterday for $5 a share. In total I held it for 4 ish hours of market time and got 100% gain.
 
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#16,497
#16,497
So LOT is actually the EV division of LOTUS, which went public back in Feb. When I bought in late March, it seemed like it was discounted fairly well from it's IPO so I took a chance on it. I was up about 35% before the price hit my the new SL I had just entered that morning. Obviously I missed the rest of the run up though which irks me, but considering it's a penny stock I wasn't taking any chances.
 
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#16,498
#16,498
mr.checkerboards said:
I finally got one of those quick massive wins.
I bought into GNLN Friday afternoon at 2.72, it tanked after hours down to the 2.40 range, and I thought I had bought another loser. Well it consolidated Monday morning and went on a massive run, I sold yesterday for $5 a share. In total I held it for 4 ish hours of market time and got 100% gain.
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GoPro is a stock that could be traded for short term pops. It seems to be up and down double digits every week. It was one of my bigger mistakes and I just keep the shares for a future taxable gain offset. GPRO is an example of ****ty management that had a great product but couldn’t run a company. That founder/CEO seems like a flake.

One thing that I don’t know is if capital losses in taxable accounts can be used to offset the taxable event of converting a regular IRA to a Roth IRA. I have a pension buyout and a couple of converted 401(k)s that are tax deferred. I could leave those accounts to charities in my will, but I still have to take out (taxable) required minimum withdrawals at 70 something.
 
#16,499
#16,499
Thunder Good-Oil said:
GoPro is a stock that could be traded for short term pops. It seems to be up and down double digits every week. It was one of my bigger mistakes and I just keep the shares for a future taxable gain offset. GPRO is an example of ****ty management that had a great product but couldn’t run a company. That founder/CEO seems like a flake.

One thing that I don’t know is if capital losses in taxable accounts can be used to offset the taxable event of converting a regular IRA to a Roth IRA. I have a pension buyout and a couple of converted 401(k)s that are tax deferred. I could leave those accounts to charities in my will, but I still have to take out (taxable) required minimum withdrawals at 70 something.
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I watch GoPro a lot but I haven't bought any.

Honestly there's a few traders I look at plays they post, and then dig into them and pick what I like. Typically though I hold to long or sell too soon. Yesterday was the first time I actually timed it right.
 
#16,500
#16,500
mr.checkerboards said:
I watch GoPro a lot but I haven't bought any.

Honestly there's a few traders I look at plays they post, and then dig into them and pick what I like. Typically though I hold to long or sell too soon. Yesterday was the first time I actually timed it right.
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How do yu know that?
Are you buying the stock?
 
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