All things STOCKS

What do you guys think of F? One of the few stocks that didn’t go down yesterday and at current prices has a 7.8% yield. Seems like it’s found its floor possibly.
I own too much of it. It used to fluctuate between $10-11. Now that seems more like $9-10.
Short term. Trump and courts might have significant say-so.
 
I have a lot of Nivida at 126 and Vista at 121. Should I keep adding or just hold.

I have shares of Smith and Wesson. I’m not adding because of the relentless litigation when the capitalists haters have political power. They also get targeted when evil people use their products to commit crimes. Which is exactly why we need SWBI and VSTO.

I would think that NVDA will benefit in the long run. The demand is booming and unless AI fails to live up to the potential it will continue. Also, ramping up chip manufacturing here should offset increasing tariffs in Taiwan and China. NVDA is fabless. Maybe if INTC gets on firm ground they can become a viable alternative to Taiwan Semi for NVDA’s manufacturing dependency.

Be diversified. Don’t be over concentrated in VSTO and NVDA.
 
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I own too much of it. It used to fluctuate between $10-11. Now that seems more like $9-10.
Short term. Trump and courts might have significant say-so.
Picked up mine when it fell below $5 a few years back - got lucky there. I’m wondering if F might be one of the auto guys who most benefits from tariffs as they appear to have to least import portion of their products compared to GM & Dodge or whatever they’re called these days.
 
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I just want to point out that over the past 4 years the government has been putting out phony numbers. Don't you remember just a couple years ago? Just about every metric used to call a recession was broken but all the mockingbird media kept telling us NO! Not a Recession! I don't want to bring up how much they lied about EVERYTHING. Afghanistan, Covid, Recession, Inflation, on and on and on. People that were awake were ALL saying "none of this is right" but were bullied and drowned out by the media. Almost all new jobs were government jobs or jobs for illegals (don't forget the likes of Tyson food firing every American worker and hiring all Illegals brought in by Biden and the democrats).

Now, we have Trump. All the rules are being reset. All the real numbers are being reported...SURPRISE! They are not good. Factor in 250,000 government jobs being thrown in by Doge and you see the real basket case economy that the democrats left us.

I for one am not panicked in the lest. In his first term, things started out rocky as well. But when Trump started getting things done, the economy responded very, very well. In fact, it was so good that even the democrats were saying he was a shoe in for a second term. That was just before they kick off the phony pandemic. I say wait till fall to give the changes time to work. Then your direction should be much clearer.
 
I just want to point out that over the past 4 years the government has been putting out phony numbers. Don't you remember just a couple years ago? Just about every metric used to call a recession was broken but all the mockingbird media kept telling us NO! Not a Recession! I don't want to bring up how much they lied about EVERYTHING. Afghanistan, Covid, Recession, Inflation, on and on and on. People that were awake were ALL saying "none of this is right" but were bullied and drowned out by the media. Almost all new jobs were government jobs or jobs for illegals (don't forget the likes of Tyson food firing every American worker and hiring all Illegals brought in by Biden and the democrats).

Now, we have Trump. All the rules are being reset. All the real numbers are being reported...SURPRISE! They are not good. Factor in 250,000 government jobs being thrown in by Doge and you see the real basket case economy that the democrats left us.

I for one am not panicked in the lest. In his first term, things started out rocky as well. But when Trump started getting things done, the economy responded very, very well. In fact, it was so good that even the democrats were saying he was a shoe in for a second term. That was just before they kick off the phony pandemic. I say wait till fall to give the changes time to work. Then your direction should be much clearer.

I don’t disagree. You ought to copy and post this to the Stock Market Was Up Today thread in the Politics Forum to stir up the debate.

 
I just want to point out that over the past 4 years the government has been putting out phony numbers. Don't you remember just a couple years ago? Just about every metric used to call a recession was broken but all the mockingbird media kept telling us NO! Not a Recession! I don't want to bring up how much they lied about EVERYTHING. Afghanistan, Covid, Recession, Inflation, on and on and on. People that were awake were ALL saying "none of this is right" but were bullied and drowned out by the media. Almost all new jobs were government jobs or jobs for illegals (don't forget the likes of Tyson food firing every American worker and hiring all Illegals brought in by Biden and the democrats).
OK. Was Wall Street "fooled" by the media and "phony numbers" as stock prices went upward?
 
OK. Was Wall Street "fooled" by the media and "phony numbers" as stock prices went upward?

Why did the S&P 500 p/e get pushed up to almost 30x? Increasing earnings expectations? Interest rate cut expectations? Too heavily weighted with the Mag7 and premature impact to their bottom lines from AI? Permanent tax cuts? Odds of a recession decreasing? Addressing the national debt. Momentum? Full employment?
 
Why did the S&P 500 p/e get pushed up to almost 30x? Increasing earnings expectations? Interest rate cut expectations? Too heavily weighted with the Mag7 and premature impact to their bottom lines from AI? Permanent tax cuts? Odds of a recession decreasing? Addressing the national debt. Momentum? Full employment?
Good questions. Probably all of the above except the national debt.

Obviously Wall Street has been quite wrong in the past, and will be in the future. But I don't think it generally gets lead too far astray for very long by employment reports and government statistics.
 
Good questions. Probably all of the above except the national debt.

Obviously Wall Street has been quite wrong in the past, and will be in the future. But I don't think it generally gets lead too far astray for very long by employment reports and government statistics.

Addressing the ND in that it won’t be ignored while the can continues being kicked down the road. Not a solution yet, other than growing the economy at a faster rate. Creating DOGE is addressing it.
 

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