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McBokonon said:
No idea on the macro level but I don’t think the stocks I have are exposed at all in a materially way like actually having direct risk. I got rid of my only two Chinese stocks with a net profit but well off highs and also decently higher than current prices.
It's got to cause a credit crunch in China. But does that have to be bad for US Markets? Do those seeking credit in China flee to other banks around the world then, or can they (not sure what China's banking laws are)? I'm curious if any of the money fleeing Evergrande and banks associated with them could come to US Markets and what positive impacts there could be.
And that is a excellent way to go about your investing in 99% of the stocks/invesments you buy.
I've been wanting to add to my AXON position and just did today as it hangs around 7 month lows.
RE: NRGU @Nick Vermeil
Here’s another one:GreenNGold said:
Just added 21 more shares after selling 25% of two stocks I like less. No cash level change just a reallocation.
It’s sometimes frustrating to see Oracle beat revenue estimates by less than 2% on 6% growth and pop over 10% while you own a stock that blows away estimates but somehow is more vulnerable to inflation than Oracle even though they are basically in the same arena. Definitely a continued flight to safety but bargains usually appear when herds move as they tend to follow trends not start them.
I do. They raised the dividend for the first time in a while which indicates they're comfortable with where they are in absorbing Aetna. It seems like they're successfully but prudently turning into a true one-stop shop for health care. Not expecting rocket ships, just some balance, and they execute as well as anyone.
I've been hearing and reading a lot more WS Pros talking like this too. And that 2022 is going to be a year of real profits and balance sheets.
The CEO sold 95% of his shares and the CFO 100% causing a big sell off, as it should. My 14, $25 put options expire on 12/18, currently trading at about $26.50. I just sold 10 of them at a slight loss. I was in for $2400 cost and just can't gamble that much money and risk losing it all with such a short time frame.
Pro tip, if things work out the way they usually do for me, AMC will probably hit $15 by the end of the next week.
I think you did the right thing cutting some loose, at this point the only question is if you should just take the loss and cut them all loose. They are going to continue to degrade quickly now with time no longer on your side.
Definitely a gamble. The reason I held some was in the hopes people would read about the CEO & CFO selling their shares and do the same on Monday.
From many months ago, but the large-caps on this list are probably still solid:
Correct ... and BLDP and QS were both identified as more long shots but potential to be ten baggers. I keep an ongoing todem list to remind me not to go off the rails with too much risk.
Good point here. I love the long shots like coin base and gme, but I keep growing with apple, Amazon, and quality dividend companies like reality income and kinder Morgan.
Do you add
Looks like things broke your way this morning, not sure what kind of premium you have but hope you can make some money on this
Yeah, not surprising to see the stock take a dump when the CEO and CFO basically sold every vested share they own. That’s a generational money grab since those guys already sold it and the rubes who bought their shares are down a ton already. I posted that article on this and there’s no way to sugar coat selling all your vested shares as an executive. No other way to spin that you thought the price (they likely sold in the 40s/high 30s not under 25) was way higher than it ever would be again.
Dwayne Hoover said:
It did didn't it? I can sell now and get the equivalent of about $21 a share. It's currently trading around $23.25 and low today of $22.50.
I may nibble but likely waiting for a little more drop. Still hurts knowing I almost pulled the trigger at $190…before the split.
One of many during the big drop last year.
