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Stock Thread (12 Viewers)
- Thread starter St. Louis Bob
- Start date
Capella
Footballguy
hooter311
Footballguy
hooter311
Footballguy
Forgive me for being dense. You mean tools used for production?
Hemp in Wisconsin is combined and creates an absolute sticky mess. Long ways to go before we know what the best harvesting practices are going to be a few years from now. The key to product integrity with CBD is the cold press process. Any heat can weaken the active ingredients at a cellular level. Right now the cutoff for THC concentration is .3% and hopefully that will get raised to 1% in the near future with increased state legalization.
If we're talking the same language finally, I think the opportunity your looking for is the company that can produce the highest quality and efficient LED lights for the indoor grow rooms across the country. The perfect storm of tech/marketing fueling a company's exponential growth in that sector hasn't occurred yet from my observation.
siffoin
Footballguy
You'd really not do better (or safer) than putting it all into the $SPY or $VTI. Both provide diversification across sectors and quite frankly outperforms pretty much every single common portfolio strategy out there - usually by a large margin. How much so? Here's a sample from 2007-Present (which takes into account the top of a bull market thru a bear market then a long term bull market- High -Low - High.
1) $SPY= CAGR = 8.28% - $200k invested in 2007 = $530k today
2) $VTI = CAGR = 8.5% - $200k invested in 2007 = $545k today
2) Ray Dalios All Weather Portfolio = CAGR = 5.96% - $200k invested in 2007 = $410k today
3) Coffeehouse Portfolio = CAGR = 5.65% - $200k invested in 2007 = $395k today
4) Bogleheads 3 Funds Portfolio = CAGR = 6.1% - $200k invested in 2007 = $415k today
Granted past performance is no guarantee of future returns. But don't be stupid with this money and chase.
To be safer - perhaps look at putting a portion to work now - let's say $50k. And then dollar cost averaging $10k per month for the next 15 months with the rest.
There's no real easy answer but $200k is a lot to just be sitting on or you're really rich. LOOK AT YOU! Good luck.
Double damn. More happy I pushed in more than half my chips than upset I didn’t push in all because there could easily be another worse dip. Up a lot in two days. Wasn’t expecting that. I was expecting a pull back today.
pretty nice day for GOOGL
culdeus
Footballguy
I mean I am more curious how you are sitting on 200k in cash yet are still able to fund roth through the front door.
hooter311
Footballguy
Lumigrow out of California probably has the highest quality product at the moment, but still private. Without a multinational corporation leading the market currently, quality and efficiency are all over the places. Lot of high dollar operations still relying on cheap chinese knockoff garbage at the moment.
Losing my shirt on a BTC mining initiative 3-4 years ago was worth the lesson in scarcity when it comes to the currency. With energy costs, anyone on this side of the planet is wasting resources by devoting anything to mining. The exponential difficulty in mining in order to support the blockchain still hasn't been fully realized.
I was going to respond with "General Hydroponics is the benchmark" when it comes to nutrients, but a few minutes of research tells me that was one of the big purchases leading to Scott's Miracle grow potential.
https://www.newcannabisventures.com/scotts-miracle-gro-general-hydro-gavita/
Thank you for being patient with me today, this all of a sudden became my favorite conversation today. SMG is going to be a major long term position for me.
Bob Sacamano
Footballguy
I know what you are saying, I’m worried about a big drop. That’s why I only put in a little over half my cash in on Monday (waited till end of the day). I did have specific stocks I’d been watching and I bought 3 that I really like long term and two had good earnings but dropped a bunch over the past couple weeks. One’s up 14.5%, one 13.2% and the “laggard” is up 9.7% in two days. I’m glad I jumped and I’m glad I’ve still got enough to DCA if the market does fall down again.
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Mario Kart
Footballguy
NREC34
Footballguy
Was it cobalt a bunch of guys in here invested in?
How did that end up going? I didn’t read the thread for a long time.
Just got lucky...tks!
You mentioned $spy and $vti. Wouldn't $voo be more comparable to $spy?
Like the dollar cost averaging idea. Thanks!
culdeus
Footballguy
I'm actually happily married to a hot wife who likes, or at least pretends well enough, to have sex. Some women get sexier as they age. Mine is one.
Gawain
Footballguy
Holy crap. Up almost 20% on the 3 stocks I bought Monday afternoon and I bought a lot. Was definitely looking for a good price to go long term but certainly not thinking a big jump short term.
Has anything changed on the Trump/China angle or just the normal bounce from low algorithm buying?
Has anything changed on the Trump/China angle or just the normal bounce from low algorithm buying?
Capella
Footballguy
It is so weird how last week it was the end of the world and now we’re all back to making fat stacks again.
Uber short-term hasn’t been bad. Tempted to sell and take the quick cash.
Don't Noonan
Footballguy
I got UBER at IPO price of $45 and have trimmed half of my position today at $43. It was looking ugly for a bit.
I am a little tempted but I don’t want to miss a run and I’m actually long term here so it just gives me a nicer buffer if the market takes a dive. Only way I’d sell these is if the make a huge run and the future growth reward isn’t there and I like something else better. I’ll ride for a while and see.
Capella
Footballguy
Capella
Footballguy
Long-term on uber? I’m not. But I’m not selling for a while. It’ll get into the 60s imo.
Bob Sacamano
Footballguy
Was hoping DOCU would see $50 to buy more. I'm sure a recession would put a dent in their business, but I'm not sure what else is likely to in the near future.
BassNBrew
Footballguy
6 month lock up period is concerning to me.
https://www.cnbc.com/2019/04/11/travis-kalanick-who-was-ousted-from-uber-will-be-worth-billions.html
Not sure how that will be factored into the price and when.
Bob Sacamano
Footballguy
siffoin
Footballguy
Congratulations on the inheritance. It is a wonderful gift, and it sounds to me like you want to be a good steward of the money as a show of respect towards the person you inherited the money from. Way to go!rascal said:
Yes. $SPY and $VOO are essentially the same thing. They are ETFs comprised of the top 500 Companies by Market Cap. Right now they are weighted heavily in tech - so when you buy one of these that means you essentially own shares of Microsoft, Apple, Amazon, Facebook as well as all the other top 500 companies out there. It is not sector specific - so there is tech, energy, financial, etc. The ETF is weighted towards to Mega Caps. $VTI, on the other hand, is made up of +3000 stocks from Large, Mid, Small Cap companies. There are times when Mid and Small Cap stocks outperform Large Cap - so with $VTI there is some greater level of diversification. But overall - in a very long term buy and hold situation - either one will be just fine.
Having that $200k as a foundation investment - also opens you up to a lot of freedom with the rest of how you invest. And (again free advice) I would look into perhaps using that to take on higher risk higher reward positions. For example - let's say you have another $100k available to invest (a $300k total portfolio). With that you might want to begin to research some sectors you believe with have huge payoffs 5-10 years down the road. You are going to need to hit a HR every now and then. Again - I'd look into sector ETFs of future-focused technologies.
Again. Way to go. Me mindful of the market. Be patient. And when opportunity presents - go after it aggressively.
Ignoramus
Footballguy
:rocketship:
(One of those ####ty Uzbekistan rocketships though, not a brand-name SpaceX rocketship, sadly.)
skycriesmary
Climbing up the Walls
Yeah, that rocket crashed long ago, but it's been trying to get back in the stratosphere, but keeps crashing every time it gets around 30 feet in the air.
matuski
Footballguy
culdeus
Footballguy
Capella
Footballguy
Just more trade war fear. Thought we got past it but guess not.
Good point about FC. Haven’t seen him in a while.
NREC34
Footballguy
Don’t you feel there’s a lot to worry about over the trade war?
I wonder how low the market would be if these companies weren’t doing buybacks?
It’s a fake market...
Sand
Footballguy
Given where we are in the cycle I'd choose #3 with the dollar cost averaging. It's pretty conservative and pretty simple. I also think that the value tilt will revert to the median and help boost it a bit. Expensive stocks have just gotten more expensive - value has been left far behind. I see some value there.
Rattle and Hum
Footballguy
General Malaise
Footballguy
VGWCF
-OZ-
Footballguy
So we're all back in on Tesla under $200, right?Yeah, that rocket crashed long ago, but it's been trying to get back in the stratosphere, but keeps crashing every time it gets around 30 feet in the air.
Glad I sold out for Disney a month or so ago, but thinking I'm back in today.
-OZ-
Footballguy
I don't know if you're right about the first assertion, but if you are the second follows.
There is certainly that risk.
shadrap
Footballguy
Bought quite a bit of this last week in that businesses are streamlining their companies through tech & this sounds like one of those companies. On a 1-10 scale I'm a 2 on these matters but maybe getting better through this thread so take it for what it's worth.
Also bought NAK which is a real long shot. They supposedly have the richest precious metal find anywhere in 50 years. It's in Alaska. The new governor is pro business & the thinking is he can shorten the permit process. Probably the biggest long shot mentioned in a while here. I have read that the owners have already oversold their ownership. If you have the time look at some of the articles on this. Some great reading.
Tesla has all sorts of company specific issues, I don't see it as a harbinger of the economy myself.
Judge Smails
Footballguy
Really want to short a stock in my sector. Thinking how aggressive I want to get. Bad news to get worse throughout the year. What’s the best way to play it? Have had short funds. Never shorted an individual stock.
