Stock Thread (12 Viewers)

[General Malaise]

Made a nice 9% haul on VRT today. I was at 3% allocation today after the morning buy and wanted to get back under todem's 2% max position.

And it is now back down to early March levels for those looking to rinse and repeat.

Any news driving this one today?

 

[BassNBrew]

You can earn interest on bitcoin

Not in your wallet, not your bitcoin.

Bitcoin is an investable asset, same as cash.

Ditto

Marketplace | NBA Top Shot

NBA Top Shot: Own Official Moments from the NBA

nbatopshot.com

 

[BassNBrew]

Made a nice 9% haul on VRT today. I was at 3% allocation today after the morning buy and wanted to get back under todem's 2% max position.

And it is now back down to early March levels for those looking to rinse and repeat.

Thank you for the heads up.

 

[NajehHejan]

Back in SOXL at 18.38

Sell order set at 20.22

 

[Dr. Octopus]

Man, do I feel dumb.

why's that?

I got out of the market on the Monday when is crashed and now it's cranking again.

I've got some good news for you....

....unless you jumped back in yesterday.

 

[culdeus]

Interesting trivia here. Take a guess what country had the best market over the last 20 years? Now, look at the list.

https://awealthofcommonsense.com/wp-content/uploads/2025/03/Screenshot-2025-03-21-222016.png

No, you didn't guess it.

How was Ireland negative. Didn't Apple move there?

Apple doesn't trade on the Irish stock exchange. ISEQ got crushed during the great recession.

That's a funny metric then. Never looked at the market listing country as something that super matters.

 

[Capella]

Did we get new tarrifs today or something?

 

[Dr. Octopus]

Did we get new tarrifs today or something?

The newest China regulations were announced this morning and it impacted the chip makers which leads all of tech to sink now.

 

[Capella]

Did we get new tarrifs today or something?

The newest China regulations were announced this morning and it impacted the chip makers which leads all of tech to sink now.

Boooooooooo

 

[Capella]

I guess it’ll get rolled back in a week or two and we’ll just go up again.

 

[Sand]

I guess it’ll get rolled back in a week or two and we’ll just go up again.

 

[fruity pebbles]

Oof brutal day to be in semis

 

[Bob Sacamano]

Remain calm. All is well.

 

[Bob Sacamano]

Where it went

 

[fruity pebbles]

Started a position in ISRG. Held it a while back and wish I never sold. Still expensive even after the recent drop but we are adding new robotic cases constantly. The surgeons seemingly can’t get enough of this thing to the point that they’re fighting over time.

 

[BassNBrew]

Where it went

What morons are abandoning Amazon, NVDA, Google, etc for the UK and Europe. They dont even have enough money to keep Barney Fife to the east at bay. Gotta be the dumbest thing ive seen just behind talk me off the ledge.

 

[culdeus]

Where it went

What morons are abandoning Amazon, NVDA, Google, etc for the UK and Europe. They dont even have enough money to keep Barney Fife to the east at bay. Gotta be the dumbest thing ive seen just behind talk me off the ledge.

Eurozone is so cooked. Not sure if you all are fans of Patrick Boyle but the birth rate there is so bad they will hit the point where the only jobs are taking care of old people soon, like not 2050 soon but 2030-2035 soon. And immigration won't necessarily stop this trend.

The US is heading that way too but we are so fat that we die a little faster.

 

[General Malaise]

Where it went

What morons are abandoning Amazon, NVDA, Google, etc for the UK and Europe. They dont even have enough money to keep Barney Fife to the east at bay. Gotta be the dumbest thing ive seen just behind talk me off the ledge.

Eurozone is so cooked. Not sure if you all are fans of Patrick Boyle but the birth rate there is so bad they will hit the point where the only jobs are taking care of old people soon, like not 2050 soon but 2030-2035 soon. And immigration won't necessarily stop this trend.

The US is heading that way too but we are so fat that we die a little faster.

HEY SOME OF US DID OUR PART!!!!

 

[NajehHejan]

Back in SOXL at 18.38

Sell order set at 20.22

I sold at 18.35 in AH. I don’t like this auto tariff news. Will look to get back in lower.

 

[pecorino]

Mr Trump gave a presser today wherein he signed an executive order on auto tariffs and also mentioned coming tariffs on lumber and pharmaceuticals. Wouldn't shock me if the markets drop another 1% or more on Thursday as all of the talking heads afterwards were saying something along the lines of "This is not good for markets."

 

[Desert_Power]

Mr Trump gave a presser today wherein he signed an executive order on auto tariffs and also mentioned coming tariffs on lumber and pharmaceuticals. Wouldn't shock me if the markets drop another 1% or more on Thursday as all of the talking heads afterwards were saying something along the lines of "This is not good for markets."

Feels like F and GM are way overpriced...

 

[Orange&Blue]

Where it went

What morons are abandoning Amazon, NVDA, Google, etc for the UK and Europe. They dont even have enough money to keep Barney Fife to the east at bay. Gotta be the dumbest thing ive seen just behind talk me off the ledge.

Eurozone is so cooked. Not sure if you all are fans of Patrick Boyle but the birth rate there is so bad they will hit the point where the only jobs are taking care of old people soon, like not 2050 soon but 2030-2035 soon. And immigration won't necessarily stop this trend.

The US is heading that way too but we are so fat that we die a little faster.

just came back from france....saw more active people in one week than I've seen my entire life in Oklahoma.

 

[BassNBrew]

Mr Trump gave a presser today wherein he signed an executive order on auto tariffs and also mentioned coming tariffs on lumber and pharmaceuticals. Wouldn't shock me if the markets drop another 1% or more on Thursday as all of the talking heads afterwards were saying something along the lines of "This is not good for markets."

Feels like F and GM are way overpriced...

Forward P/E of 8 (Ford). They should be buying back a bunch of stock.

 

[BassNBrew]

VRT getting thumped again

 

[Dr_Zaius]

just came back from france....saw more active people in one week than I've seen my entire life in Oklahoma.

What was weird to me was the women jogging in full makeup. Maybe they ran straight after work but still thought it was odd and something you don't see in the US.

 

[FreeBaGeL]

just came back from france....saw more active people in one week than I've seen my entire life in Oklahoma.

What was weird to me was the women jogging in full makeup. Maybe they ran straight after work but still thought it was odd and something you don't see in the US.

???

My experience is completely different. Gym, jogging, etc. Girls in makeup all the time.

 

[Sand]

Mr Trump gave a presser today wherein he signed an executive order on auto tariffs and also mentioned coming tariffs on lumber and pharmaceuticals. Wouldn't shock me if the markets drop another 1% or more on Thursday as all of the talking heads afterwards were saying something along the lines of "This is not good for markets."

Feels like F and GM are way overpriced...

Forward P/E of 8 (Ford). They should be buying back a bunch of stock.

That's what makes a market. Fidelity says P/E of 7 TTM with a 5.9% dividend for F. On the surface that's pretty compelling. It screams value trap, but it's been at these kind of levels for quite a while.

 

[FreeBaGeL]

Is it just me or do tariffs seem pretty fully priced in at this point, if new auto tariffs are only dropping foreign car companies by ~2%?

 

[Dr_Zaius]

just came back from france....saw more active people in one week than I've seen my entire life in Oklahoma.

What was weird to me was the women jogging in full makeup. Maybe they ran straight after work but still thought it was odd and something you don't see in the US.

???

My experience is completely different. Gym, jogging, etc. Girls in makeup all the time.

Huh. At the gym I've definitely seen. Outside jogging in a park was unusual to me, but maybe it's more common in parts of the US that I haven't frequented.

 

[ghostguy123]

Is it just me or do tariffs seem pretty fully priced in at this point, if new auto tariffs are only dropping foreign car companies by ~2%?

Well, the day he was elected tariffs should have begun to be priced in. It was a rather significant part of his campaign.
Obviously things dropped more when they were officially announced

 

[Dr_Zaius]

Is it just me or do tariffs seem pretty fully priced in at this point, if new auto tariffs are only dropping foreign car companies by ~2%?

Well, there's always the possibility they don't happen. Also, it's not clear to me what the practical effects will be for most car lines. Honda and Toyota for example have large US-based manufacturing and have car lines that are 60-70% made in the US. Does that mean that tariffs will raise the prices maybe $2-3k instead of $10k? I'd like to see a breakdown.

Of course, if you get into retaliatory tariffs then the whole thing will become a mess fast.

 

[stbugs]

You can earn interest on bitcoin

Not in your wallet, not your bitcoin.

Bitcoin is an investable asset, same as cash.

Ditto

Marketplace | NBA Top Shot

NBA Top Shot: Own Official Moments from the NBA

nbatopshot.com

lol. $500 in volume in over an hour and that’s likely from people who bought way to much back when NFTs were the rage.

I do really love that they still have a “Beta” in the header. How many years is it going to be in Beta or did the developers all bail years ago.

 

[Craig_MiamiFL]

Topshot

Money to be made BTW

Still have some limited edition *Series 1* packs unripped if anyone is interested imagine being able share with your son/daughter/grandchildren years from now about these moments

 

[General Malaise]

Where my silver bugs at?

$35.14 and I think we're going higher. Gold screaming, now $3,052/OZ. Damn Sam.

Jumping back in AGQ to see where this goes.

 

[fruity pebbles]

Topshot

Money to be made BTW

Still have some limited edition *Series 1* packs unripped if anyone is interested imagine being able share with your son/daughter/grandchildren years from now about these moments

Remember when there were some on this board paying over $1000 for that LeBron moment when he sinks the 3 and turns toward the bench……..$4 now.

 

[Desert_Power]

Is it just me or do tariffs seem pretty fully priced in at this point, if new auto tariffs are only dropping foreign car companies by ~2%?

That was part of my thought on F, but more from the other angle. Seems like Detroit is very exposed to tariffs with Canada on autos. Maybe I'm wrong on that analysis?

 

[Desert_Power]

Topshot

Money to be made BTW

Still have some limited edition *Series 1* packs unripped if anyone is interested imagine being able share with your son/daughter/grandchildren years from now about these moments

Remember when there were some on this board paying over $1000 for that LeBron moment when he sinks the 3 and turns toward the bench……..$4 now.

It was such an Otis look after shooting though.

 

[Dr_Zaius]

Is it just me or do tariffs seem pretty fully priced in at this point, if new auto tariffs are only dropping foreign car companies by ~2%?

That was part of my thought on F, but more from the other angle. Seems like Detroit is very exposed to tariffs with Canada on autos. Maybe I'm wrong on that analysis?

That's what this Forbes article seem to think. It specifically calls out GM as being the "worst positioned" for this.

 

[Desert_Power]

Is it just me or do tariffs seem pretty fully priced in at this point, if new auto tariffs are only dropping foreign car companies by ~2%?

That was part of my thought on F, but more from the other angle. Seems like Detroit is very exposed to tariffs with Canada on autos. Maybe I'm wrong on that analysis?

That's what this Forbes article seem to think. It specifically calls out GM as being the "worst positioned" for this.

Good stuff, thanks for posting. I'm sticking with my BYD investment in this space for now.

 

[Dezbelief]

Germany says it 'will not give in' as Trump announces 25% car tariffs - BBC News

Major economies vow to retaliate, with China accusing Washington of violating international trade rules.

www.bbc.com

 

[fruity pebbles]

Germany says it 'will not give in' as Trump announces 25% car tariffs - BBC News

Major economies vow to retaliate, with China accusing Washington of violating international trade rules.

www.bbc.com

I’m not super up to date on this but hasn’t the European Union had tariffs on US cars for a long time?

 

[stbugs]

Germany says it 'will not give in' as Trump announces 25% car tariffs - BBC News

Major economies vow to retaliate, with China accusing Washington of violating international trade rules.

www.bbc.com

I’m not super up to date on this but hasn’t the European Union had tariffs on US cars for a long time?

Yeah, not to get political but I’d be happy if we just had 0 tariffs every where or matching ones. Again, no politics at all but it does seem that US companies have not had a level playing field for a long time and I don’t know why anyone in the US would be opposed to fair trade.

I have no idea when this tariff fight will end but I’m hoping the end result is a level playing field.

 

[Nugget]

Is it just me or do tariffs seem pretty fully priced in at this point, if new auto tariffs are only dropping foreign car companies by ~2%?

Well, there's always the possibility they don't happen. Also, it's not clear to me what the practical effects will be for most car lines. Honda and Toyota for example have large US-based manufacturing and have car lines that are 60-70% made in the US. Does that mean that tariffs will raise the prices maybe $2-3k instead of $10k? I'd like to see a breakdown.

Of course, if you get into retaliatory tariffs then the whole thing will become a mess fast.

Latest I've seen was average costs increasing 3-3.5k per car. Part of this was from the steel/aluminum tariffs.

Cox Automotive with a pretty big decline - Link

1. Full-year forecast reduced from 16.3 million to 15.6 million, as Cox Automotive sees economic uncertainty, affordability, and potential tariff impacts slowing new-vehicle sales.

 

[fruity pebbles]

Berkshire Hathaway just keeps going up day in day out no matter what the markets doing. Seems like a space people are hiding. Doesn’t make total sense imo and I’d argue it’s more overvalued than any of the big tech names right now. Its three largest holdings, which make up nearly 50% of the business, are American Express, Bank of America and Apple. All down for the year. 30% of the business is in cash. The most common way to value BRKA is price to book and it’s approaching a 20 year high, about 15% above its average. Keeps chugging though.

 

[stbugs]

Berkshire Hathaway just keeps going up day in day out no matter what the markets doing. Seems like a space people are hiding. Doesn’t make total sense imo and I’d argue it’s more overvalued than any of the big tech names right now. Its three largest holdings, which make up nearly 50% of the business, are American Express, Bank of America and Apple. All down for the year. 30% of the business is in cash. The most common way to value BRKA is price to book and it’s approaching a 20 year high, about 15% above its average. Keeps chugging though.

I’ve said it multiple times that for some reason “tech” stocks automatically means overvalued and will blow up in a recession but real stats show that even with a lot of AI/data center expenses, there are a lot of staple/value stocks that have higher PE values and none of them could have $10s of billions in reduced capital expenses in the next few years.

Amazon Forward PE 30
Costco Forward PE 52

Google Forward PE 19
Coke Forward PE 24

Microsoft Forward PE 26
Walmart Forward PE 32

Add in the revenue growth rates for 2025 and 2026 are 10-13% for the “tech” stocks and 2-7% for the “safe” stocks. In essence, the safe stocks are more expensive for less growth. Interesting to say the least.

 

[fruity pebbles]

Berkshire Hathaway just keeps going up day in day out no matter what the markets doing. Seems like a space people are hiding. Doesn’t make total sense imo and I’d argue it’s more overvalued than any of the big tech names right now. Its three largest holdings, which make up nearly 50% of the business, are American Express, Bank of America and Apple. All down for the year. 30% of the business is in cash. The most common way to value BRKA is price to book and it’s approaching a 20 year high, about 15% above its average. Keeps chugging though.

I’ve said it multiple times that for some reason “tech” stocks automatically means overvalued and will blow up in a recession but real stats show that even with a lot of AI/data center expenses, there are a lot of staple/value stocks that have higher PE values and none of them could have $10s of billions in reduced capital expenses in the next few years.

Amazon Forward PE 30
Costco Forward PE 52

Google Forward PE 19
Coke Forward PE 24

Microsoft Forward PE 26
Walmart Forward PE 32

Add in the revenue growth rates for 2025 and 2026 are 10-13% for the “tech” stocks and 2-7% for the “safe” stocks. In essence, the safe stocks are more expensive for less growth. Interesting to say the least.

I was home from work today and had CNBC on in the background. One contributor after another……..we are investing in consumer staples……..yeah, you and everyone else judging by the multiples. It’s not “defensive” if the PEG ratio is 3+

 

[Sand]

The most unsurprising surprise ever - inflation is sticky.

 

[Nugget]

Back in SOXL at 18.38

Sell order set at 20.22

I sold at 18.35 in AH. I don’t like this auto tariff news. Will look to get back in lower.

I had an open order that filled this morning @16.88. Not sure how I feel about it now - I set it last week when I sold at 21.

ETA: actually sold and set buy order on Monday this week - seems way longer.

 

[ghostguy123]

Back in SOXL at 18.38

Sell order set at 20.22

I sold at 18.35 in AH. I don’t like this auto tariff news. Will look to get back in lower.

I had an open order that filled this morning @16.88. Not sure how I feel about it now - I set it last week when I sold at 21.

ETA: actually sold and set buy order on Monday this week - seems way longer.

Yeah, another fun SOXL ride.

 

[beef]

Back in SOXL at 18.38

Sell order set at 20.22

I sold at 18.35 in AH. I don’t like this auto tariff news. Will look to get back in lower.

I had an open order that filled this morning @16.88. Not sure how I feel about it now - I set it last week when I sold at 21.

ETA: actually sold and set buy order on Monday this week - seems way longer.

Yeah, another fun SOXL ride.

I adding more. Again ...