Desert_Power
Footballguy
Something to watch here: https://www.theverge.com/2024/9/30/...quartz-chip-mining-north-carolina-spruce-pine
We may need @BassNBrew to do recon.
We may need @BassNBrew to do recon.
Does BnB have a boat? He may have to sail over there.Something to watch here: https://www.theverge.com/2024/9/30/...quartz-chip-mining-north-carolina-spruce-pine
We may need @BassNBrew to do recon.
Also just reading that PYRGF could possible be used to process lower quality quartz if there is an issue.Something to watch here: https://www.theverge.com/2024/9/30/...quartz-chip-mining-north-carolina-spruce-pine
We may need @BassNBrew to do recon.
I already positioned into O and GLPI a while ago as well as intermediate Corp Bonds, High Yield Corporates and emerging market debt in anticipation of rate cuts. Also Small Caps on the stock side. And I gave the bat signal here last October 2023 on utilities when the sector dropped to a 5 year low.With rates dropping do you all like any high yield options like REITs/O ? Where are you jumping into in anticipation of rates lowering ?
VICI?I already positioned into O and GLPI a while ago as well as intermediate Corp Bonds, High Yield Corporates and emerging market debt in anticipation of rate cuts. Also Small Caps on the stock side. And I gave the bat signal here last October 2023 on utilities when the sector dropped to a 5 year low.With rates dropping do you all like any high yield options like REITs/O ? Where are you jumping into in anticipation of rates lowering ?
Anywhere you see that’s still a decent value at this time compared to others?I already positioned into O and GLPI a while ago as well as intermediate Corp Bonds, High Yield Corporates and emerging market debt in anticipation of rate cuts. Also Small Caps on the stock side. And I gave the bat signal here last October 2023 on utilities when the sector dropped to a 5 year low.With rates dropping do you all like any high yield options like REITs/O ? Where are you jumping into in anticipation of rates lowering ?
Nothing is screaming at me. Literally nothing. I am doing rebalancing already and planning 2025.Anywhere you see that’s still a decent value at this time compared to others?I already positioned into O and GLPI a while ago as well as intermediate Corp Bonds, High Yield Corporates and emerging market debt in anticipation of rate cuts. Also Small Caps on the stock side. And I gave the bat signal here last October 2023 on utilities when the sector dropped to a 5 year low.With rates dropping do you all like any high yield options like REITs/O ? Where are you jumping into in anticipation of rates lowering ?
I saw that, agreed with your "why", and got a decent chunk of VPU at that time.....up 43% as of todays close....And I gave the bat signal here last October 2023 on utilities when the sector dropped to a 5 year low.With rates dropping do you all like any high yield options like REITs/O ? Where are you jumping into in anticipation of rates lowering ?
Their Beirut office isn't turning in good numbers these days. Tehran office is sending out profit warnings.Humana crushed today on heavy volume. I'll do some research tonight and may buy some tomorrow.
HUM down 12% on Tuesday. Down 16% in premarket today. Yikes. Watching and waiting....Their Beirut office isn't turning in good numbers these days. Tehran office is sending out profit warnings.Humana crushed today on heavy volume. I'll do some research tonight and may buy some tomorrow.
now down 21% premarket. ouch.HUM down 12% on Tuesday. Down 16% in premarket today. Yikes. Watching and waiting....Their Beirut office isn't turning in good numbers these days. Tehran office is sending out profit warnings.Humana crushed today on heavy volume. I'll do some research tonight and may buy some tomorrow.
Bought 100 shares at $230 then immediately sold a November $260 call for $800 to lower the cost basis a bit more.now down 21% premarket. ouch.HUM down 12% on Tuesday. Down 16% in premarket today. Yikes. Watching and waiting....Their Beirut office isn't turning in good numbers these days. Tehran office is sending out profit warnings.Humana crushed today on heavy volume. I'll do some research tonight and may buy some tomorrow.
$.06
CAD
So we each get a ring pop?
And there was much rejoicing. Yaaaaaaaaaaay
What's wrong with a ring pop?$.06
CAD
So we each get a ring pop?
And there was much rejoicing. Yaaaaaaaaaaay
Can't you just appreciate the free money?1!?111
Would you consider now to be an attractive entry point ... or a catching a falling knife?HUM down 12% on Tuesday. Down 16% in premarket today. Yikes. Watching and waiting....Their Beirut office isn't turning in good numbers these days. Tehran office is sending out profit warnings.Humana crushed today on heavy volume. I'll do some research tonight and may buy some tomorrow.
I bought a week ago at $230 (posted it upthread). Part of the reason I did is because the premiums on November calls mitigate the risk. Honestly, I did not do a bunch of due diligence--it is a well known name that makes a ton of money. The fact that their profits will be dinged because of changes to Medicare do not change that fact all that much. Not saying you should tail me, but this is a stock that is trading at 50% off its highs from just a year ago, pays a modest dividend, and will reward you immediately with a 4% premium on a covered call which is decently out of the money. I'll take it,.Would you consider now to be an attractive entry point ... or a catching a falling knife?HUM down 12% on Tuesday. Down 16% in premarket today. Yikes. Watching and waiting....Their Beirut office isn't turning in good numbers these days. Tehran office is sending out profit warnings.Humana crushed today on heavy volume. I'll do some research tonight and may buy some tomorrow.
Huh - so evidently we have an existential crisis in the stock markets. We're running out of ticker symbols thanks to single stock ETFs. Honestly, I never paid attention to that part of the market at all - to the point I really didn't know these issues existed. And checking some of these things have huge volume. I can see having 2x the S&P or TLT, but 2x MSTR? Good grief.
There are evidently a veritable **** ton of degenerate gamblers out there.
There's So Many Single-Stock ETFs, We're Running Out Of Ticker Symbols | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zerowww.zerohedge.com
CAD is the symbol?$.06
CAD
So we each get a ring pop?
And there was much rejoicing. Yaaaaaaaaaaay
CAD is the symbol?$.06
CAD
So we each get a ring pop?
And there was much rejoicing. Yaaaaaaaaaaay
Can't find it now, but saw a tweet earlier this week about the ridiculous flows into MSTU (2x MSTR).
I own some MSTR as a levered play on BTC. Leveraging that twice more? A little too much for me!
To achieve those goals, Tesla will have to master two formidable technical challenges: cutting the production cost of electric vehicles, and making them drive themselves without human intervention to a safety level capable of satisfying risk-averse regulators. Musk didn’t give his guests at the robotaxi event evidence of progress on either score.
Lovely paragraph from the WSJ.
To achieve those goals, Tesla will have to master two formidable technical challenges: cutting the production cost of electric vehicles, and making them drive themselves without human intervention to a safety level capable of satisfying risk-averse regulators. Musk didn’t give his guests at the robotaxi event evidence of progress on either score.
Lovely paragraph from the WSJ.
Crazy how the thing is supposed to be "fully self-driving" without a steering wheel or pedals (in all weather conditions), yet is under $30,000, and also can only recharge via in-road conductive chargers that must be placed under the asphalt of all the streets and highways in the entire United States, but is going to come out in 2 years.
I laughed when I read this and saw what MSTR is doing today.I'm a bitcoin super bull, but those leveraged MSTR funds are gonna burn a lot of people.
To achieve those goals, Tesla will have to master two formidable technical challenges: cutting the production cost of electric vehicles, and making them drive themselves without human intervention to a safety level capable of satisfying risk-averse regulators. Musk didn’t give his guests at the robotaxi event evidence of progress on either score.
Lovely paragraph from the WSJ.
Crazy how the thing is supposed to be "fully self-driving" without a steering wheel or pedals (in all weather conditions), yet is under $30,000, and also can only recharge via in-road conductive chargers that must be placed under the asphalt of all the streets and highways in the entire United States, but is going to come out in 2 years.
I laughed when I read this and saw what MSTR is doing today.I'm a bitcoin super bull, but those leveraged MSTR funds are gonna burn a lot of people.
Existential sounds not goodHuh - so evidently we have an existential crisis in the stock markets. We're running out of ticker symbols thanks to single stock ETFs. Honestly, I never paid attention to that part of the market at all - to the point I really didn't know these issues existed. And checking some of these things have huge volume. I can see having 2x the S&P or TLT, but 2x MSTR? Good grief.
There are evidently a veritable **** ton of degenerate gamblers out there.
There's So Many Single-Stock ETFs, We're Running Out Of Ticker Symbols | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zerowww.zerohedge.com
Eh, I'm only up 660% on CEG.Nice to see CEG and EXC rebound in the last couple weeks or so. Man what a winner this was/is.
Todem, mad respect.
How much higher can nvda go realistically? Already worth 3.3T, slightly behind Apple now. Sometimes I feel dunb/greedy for not taking profits more frequently.
This is my biggest issue - if I don't optimize every decision I feel bad. Sell too early or too late and I left money on the table. If I buy low and it goes up, I should have bought more.How much higher can nvda go realistically? Already worth 3.3T, slightly behind Apple now. Sometimes I feel dunb/greedy for not taking profits more frequently.
I've been taking profits slowly the last two months and feel dumb too, seeing where it is now. So it's kind of a dumb if you do, dumb if you don't scenario.
Feeling very frothy. Look at ARM. Price to Sales is 50, yes 50 for a company with 15-20% growth. The sequential growth from the last two quarters is 1%. Feels like in some of the hot stocks (like Palantir), the ratios are getting to the same levels as stocks back at the end of 2021. Even Apple seems stretched. Their sales numbers in 2024 are 6% higher than 2021 so their growth has been flat to down since 2022. Stock is up almost double since the start of 2021. Walmart has grown 15-20% in 4 years and is almost double in the same period. The P/E ratio is 42 for barely any YOY growth. Costco’s P/E ratio is 52.How much higher can nvda go realistically? Already worth 3.3T, slightly behind Apple now. Sometimes I feel dunb/greedy for not taking profits more frequently.
I've been taking profits slowly the last two months and feel dumb too, seeing where it is now. So it's kind of a dumb if you do, dumb if you don't scenario.
I’ll be honest and say that I’ve been thinking that way but something’s bothering me a bit more so I might be moving a bit more defensive soon and then move into more ETFs. I do want to keep some aggressiveness as I still think tech will be great long term but I’d rather taper off my risk more.This is my biggest issue - if I don't optimize every decision I feel bad. Sell too early or too late and I left money on the table. If I buy low and it goes up, I should have bought more.How much higher can nvda go realistically? Already worth 3.3T, slightly behind Apple now. Sometimes I feel dunb/greedy for not taking profits more frequently.
I've been taking profits slowly the last two months and feel dumb too, seeing where it is now. So it's kind of a dumb if you do, dumb if you don't scenario.
I plan to move to all index funds in December/January.
Describes my life I guessHow much higher can nvda go realistically? Already worth 3.3T, slightly behind Apple now. Sometimes I feel dunb/greedy for not taking profits more frequently.
I've been taking profits slowly the last two months and feel dumb too, seeing where it is now. So it's kind of a dumb if you do, dumb if you don't scenario.
Much of that was priced in a couple weeks ago when it tanked. Up over 10% since then. If buyers haven’t done so already, they might consider selling a covered call against it.Humana is positioned to lose a good chunk of it's Medicare Advantage market share this fall. Tread carefully.
When is the last time you could say that about a utlility? A ****ing utility! I'm not sure if ED has seen that kind of growth in the last century.Eh, I'm only up 660% on CEG.Nice to see CEG and EXC rebound in the last couple weeks or so. Man what a winner this was/is.
Todem, mad respect.
CEG Update: +769%
I have some and just marvel what a beta of 3+ does. It's like a superball.
There’s also just some craziness like MSTR.