All things STOCKS

#16,851
#16,851
One of the best things is to look 365 forward abd 365 past...I got scorched on Ford and Rivian but worked wonders on NVDA and Tesla.....what is the future look like for you? I like SOUN and Intuitive Machines Inc and then I think CAT and something like UBER
 
#16,853
#16,853
LIvol said:
One of the best things is to look 365 forward abd 365 past...I got scorched on Ford and Rivian but worked wonders on NVDA and Tesla.....what is the future look like for you? I like SOUN and Intuitive Machines Inc and then I think CAT and something like UBER
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Individual stocks:

BX, BLK, APO, KKR, AX, RKT, ICE, CME

AAPL, AMZN

MLM, WM, UPS

CARR, RTX, WHR
 
#16,854
#16,854
LIvol said:
One of the best things is to look 365 forward abd 365 past...I got scorched on Ford and Rivian but worked wonders on NVDA and Tesla.....what is the future look like for you? I like SOUN and Intuitive Machines Inc and then I think CAT and something like UBER
Click to expand...

It might be years early yet, but I feel like robotaxis/self driving cars will be huge. I almost bought Uber recently with that in mind until I saw that they bailed out of their AV unit by selling out to Aurora (AUR) 4 years ago. However they took a 10% stake in AUR when UBER sold them that division.

I’d like to see a REIT that focused on developing acreage adjacent to highly populated areas to park, charge, and maintain AVs. But the business model might be privately owned AVs that provide the overnight storage and absorb much of the cost of capital. Take your AV to work and then deploy it out in the area to be a robotaxi while you’re at work. Revenue sharing.

I like UBER for small package delivery, but not so much for meal delivery (until driverless vehicles can handle it). Tipping expectations are getting out of hand and I really don’t like the idea of having meals delivered by some random (and maybe angry) person. But robotaxi/AV deliveries don’t take packages up to the doorstep like FDX and UPS.

It might be 5 years before the whole AV concept takes off. But small players might not have the capital to survive and companies like GOOGL ultimately own the space. The industry faces resistance from the perceived danger of driverless vehicles, but tens of thousands of people are killed every year by non-autonomous vehicles. AVs would be far safer.

Utility companies should do well as they ramp up to meet the need for power. EVs are coming and overnight charging will create smoother demand for electricity. Plus the additional demand from crypto mining and AI presents power generating opportunities. Which would also benefit GE Vernova (GEV).
 
#16,855
#16,855
I guess on a more macro level, housing and labor/immigration will be big drivers one way or another. The national debt and interest rates are more important factors, but there might not be big surprises coming from those 2 things. Unless Elon and Vivek find massive opportunities to make cuts and the debt shrinks or at least stops growing. But most of the government expenditures go toward staffing. Mass layoffs in the public sector would translate to weaker consumerism. Fewer jobs equates to less income taxes. So a lot of DOGE savings could be countered by a less robust economy.

Another thing to consider is if the US economy cools off, where/will there be alternative opportunities? I like countries in Scandinavia, but there’s a lot of social welfare and aging populations up there. Germany is aging out. Japan has been growing old for a couple of decades. Maybe Canada will thrive with a less liberal political climate. The countries with a younger demographic/workforce have a lot of s***ty, corrupt governance. Third world Asia. Mexico and Central/South America. Therefore… Bitcoin as a hedge and store of value. Only 21 million coins with rich companies and individuals buying them up along with countries wanting to escape the US based central banking system.
 
#16,857
#16,857
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#16,858
#16,858
UTSuave’ said:
@Thunder Good-Oil I know it isn’t your thing but gives you a better understanding…

www.binance.com

BREAKING: 80% of Japanese banks set to adopt #XRP by 2025.

💥🇯🇵🚨 BREAKING: 80% of Japanese Banks Set to Adopt XRP by 2025 🚨 In a groundbreaking development for the cryptocurrency and blockchain sectors, 80% of Japanese banks are set to integrate XRP, the
www.binance.com www.binance.com
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Global transactions are what I find as a huge sell opportunity for various crypto as an alternative to US dollar based transactions. The USD still has an advantage with its stability. US dollars will rarely fluctuate by 10% in a year while CCs can in just a few hours or even minutes.

Bitcoin, being the largest market cap and well known, still frightens me that it won’t go from around $94k to $50k in a very short time span.

I tried to identify some blockchain ETFs and was surprised how small they are. ARKB is pushing $5 billion. BLOK isn’t even $1 billion.

I liked MSTR but after a handful of trades it took off while I was sitting out waiting for a 5-10% better price. Then it was up many multiples from where I was trading it.

I have my eye on BITX for a trade, but even after falling from around $70 to $53 it’s still far above the 52-week low of $18.

Long term, these CCs need to find a stable valuation to settle on. Without that, I feel that they still have a huge risk of vaporizing.
 
#16,859
#16,859
So I think that there could be myriad applications for blockchain and the sorts of processes and thinking that created bitcoin, as well as crypto currencies themselves. If that's true, then investing in a bitcoin itself, as if it could ever serve any of those applications, is extremely stupid. Like helmet-wearing stupid. Anybody who wants to actually use a cryptocoin to measure anything will just create one.

As more people adopt (like the headline above) the handwriting on the wall will over time come into focus. In the meantime, the greater fool theory is going to be limited by fool size like it always is.
 
#16,860
#16,860
Firebirdparts said:
So I think that there could be myriad applications for blockchain and the sorts of processes and thinking that created bitcoin, as well as crypto currencies themselves. If that's true, then investing in a bitcoin itself, as if it could ever serve any of those applications, is extremely stupid. Like helmet-wearing stupid. Anybody who wants to actually use a cryptocoin to measure anything will just create one.

As more people adopt (like the headline above) the handwriting on the wall will over time come into focus. In the meantime, the greater fool theory is going to be limited by fool size like it always is.
Click to expand...
Obviously Bitcoin and blockchain are two different things. I don’t even consider Bitcoin to be all that similar to other CCs. IMO Bitcoin is a hedge against the US dollar collapsing. It’s a lot like gold or other precious metals but without an industrial purpose. And unlike dollars, there’s zero yield. Bitcoin is in play though as long as short term banking also pays near zero interest. I think that a chart with the discount rate and Bitcoin prices might look like a big “X”.

CCs need to be on credit cards and useful for the purchases of goods and services to approach mainstream. Even Elon backed off of selling Teslas for Bitcoin.
 
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#16,862
#16,862
Go aeiou said:
Like the others, but UPS has been a poorly run company for a while. Down 20% in the last year. Up only 5% in the last 5 years.
A good value? Perhaps going forward?
What do you like about it?
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I like the valuation. Near the 52-week low. Also, a lot of the hit to the share price happened around the big win in contract negotiations for the union. But now UPS won’t have to deal with it again for about 5 years. There won’t be any driver strikes that could wreck the operation. Also fuel costs aren’t likely to be a problem.

5% dividend. 19x earnings. But the dividend coverage ratio is only about 1:1. Around $6.50/earnings AND about the same for the annual dividend.

I see FedEx and UPS trucks making a lot of deliveries in the neighborhood EVERY DAY. Amazon trucks aren’t as frequent. UPS delivers for Amazon. FedEx does not deliver directly for Amazon (but they do deliver for Amazon 3rd party sellers).
 
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