Stock Thread (9 Viewers)

[nysfl2]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

He's already got a bunch of single stocks in there, including AMZN, META, and MSFT. Maybe 1/3 NVDA isn't a bad idea, though.

Stick with single stocks. More fun and your kid will get plenty of index exposure down the road unless self employed

That’s how I learned how to invest starting in 1987. Single stocks. And yes it’s a lot more fun and you can learn about how to analyze a companies fundamentals etc.

Do I let my kid pick his own stocks even if I disagree? It's only $20 of chore money he wants to put in Tesla. He doesn't have any yet. So far he's only in a S&P index fund, AMZN and NVDA.

If it's a small amount, I'd probably explain why you think it's a bad investment and then let him do what he wants. It will likely be a good lesson that will save him a ton of money over the course of his life if it tanks like expected.

And I wouldn't want to be on the other side of it if you don't let him invest in it and it doubles up because it's being manipulated.

 

[Todem]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

He's already got a bunch of single stocks in there, including AMZN, META, and MSFT. Maybe 1/3 NVDA isn't a bad idea, though.

Stick with single stocks. More fun and your kid will get plenty of index exposure down the road unless self employed

That’s how I learned how to invest starting in 1987. Single stocks. And yes it’s a lot more fun and you can learn about how to analyze a companies fundamentals etc.

Do I let my kid pick his own stocks even if I disagree? It's only $20 of chore money he wants to put in Tesla. He doesn't have any yet. So far he's only in a S&P index fund, AMZN and NVDA.

That’s how he will learn. Ask him why Tesla? Talk about the different options and talk about wide moat vs narrow moat. Talk about revenue growth and margins and research which stock scores the highest.

For example show him that Tesla has less than 1% year of year revenue growth and net margins of 7.3% and that their forward price to earnings is 106

Vs NVDA who has earnings growth year over year of 114%

Net Margins of 56%

And a forward multiple of 24

Like explain those key fundamental facts and why he should buy NVDA everyday over a stock like TSLA.

That is a perfect example of investing vs trying to trade it.

 

[Todem]

Ok, so my kid has some new money going into his Roth. This is going to sit and grow for 35-40 years. 1/2 IVV, 1/2 QQQ? That's kind of what I'm thinking but wanted to bounce that off the esteemed investors in here.

15% in each of the following

AMZN
NVDA
AMD
MST
META
GOOGL

5% in each of the following

VRT
AVGO

He's already got a bunch of single stocks in there, including AMZN, META, and MSFT. Maybe 1/3 NVDA isn't a bad idea, though.

Stick with single stocks. More fun and your kid will get plenty of index exposure down the road unless self employed

That’s how I learned how to invest starting in 1987. Single stocks. And yes it’s a lot more fun and you can learn about how to analyze a companies fundamentals etc.

Do I let my kid pick his own stocks even if I disagree? It's only $20 of chore money he wants to put in Tesla. He doesn't have any yet. So far he's only in a S&P index fund, AMZN and NVDA.

If it's a small amount, I'd probably explain why you think it's a bad investment and then let him do what he wants. It will likely be a good lesson that will save him a ton of money over the course of his life if it tanks like expected.

And I wouldn't want to be on the other side of it if you don't let him invest in it and it doubles up because it's being manipulated.

Again show him investing vs gambling.

 

[Nugget]

Markets will recover on Tuesday when my 401K contributions hit, then tank again for tariff day.

 

[Redwes25]

These tariffs seem higher than anyone expected. Also doesn’t seem like a negotiation process. We will see how markets react.

 

[fruity pebbles]

These tariffs seem higher than anyone expected. Also doesn’t seem like a negotiation process. We will see how markets react.

So far……not great

 

[beef]

this f'n t market.

 

[Ridgeback]

this f'n t market.

Are you surprised?

 

[fruity pebbles]

Give me a chance to buy the things I miss out on the other day

 

[Capella]

Happy liberation day! You’ve been liberated from your money.

 

[beef]

this f'n t market.

Are you surprised?

as expected as death and taxes

 

[GreenNGold]

I wish this was just a normal dip, but the tariff policy feels like completely unnecessary self-inflicted harm that we can't just bounce back from.

 

[beef]

Give me a chance to buy the things I miss out on the other day

I had some cash ready.

 

[Ridgeback]

I wish this was just a normal dip, but the tariff policy feels like completely unnecessary self-inflicted harm that we can't just bounce back from.

100%.

Good luck to all this year navigating the uncharted waters.

 

[fruity pebbles]

Meta should definitely be down 5% after hours because they are so tariff dependant

 

[The Z Machine]

Yeah, lots of market cap will get erased overnight. Thanks for the wealth destruction!

 

[The Z Machine]

I just hope I don't get laid off as my company is at a 10 year low in stock price.

 

[Grace Under Pressure]

completely unnecessary self-inflicted harm

 

[BassNBrew]

On another note, today is a good day if you bought UWMC yesterday.

Seems so. Any news?

Something is up 6x volume. Down 10 cents after hours.

 

[Josh Hines-Ward-Alan-Carr]

Buy BYD?

 

[BassNBrew]

Meta should definitely be down 5% after hours because they are so tariff dependant

Just added. I think there's money to be made tonight.

 

[General Malaise]

Meta should definitely be down 5% after hours because they are so tariff dependant

Walk me through why Meta is so tariff dependent?

 

[General Malaise]

Gold and silver liked the tariff talk initially.

 

[Redwes25]

Meta should definitely be down 5% after hours because they are so tariff dependant

Walk me through why Meta is so tariff dependent?

Think he is joking about META that it shouldn't be down 5% and is a buy here

 

[General Malaise]

Meta should definitely be down 5% after hours because they are so tariff dependant

Walk me through why Meta is so tariff dependent?

Think he is joking about META that it shouldn't be down 5% and is a buy here

 

[steelerfan1]

Oopsie, bought some stuff today. Will grab some more tomorrow. Working til 70 won’t be too bad…

 

[Sand]

Looks like the market may last for :02 tomorrow before it gets halted.

 

[Bob Sacamano]

I wish this was just a normal dip, but the tariff policy feels like completely unnecessary self-inflicted harm that we can't just bounce back from.

We'll bounce back just fine. Every country that caves, regardless of how meaningfully, will come off the list to much fanfare and claims of greatness and genius. And there will be much rejoicing (yaaaaaaaaaay!).

 

[fruity pebbles]

Meta should definitely be down 5% after hours because they are so tariff dependant

Just added. I think there's money to be made tonight.

Me too. Meta, Google and Amazon. Down big because they’re the most liquid not because they’re the most affected by these tariffs. If they drop another 5% from here i’ll keep adding.

 

[BassNBrew]

Added some Amazon at $183, Meta at $555.55 and Celius $33.26 which was down about 10% after hours.

Bottom fishing several others.

 

[fruity pebbles]

Added some Amazon at $183, Meta at $555.55 and Celius $33.26 which was down about 10% after hours.

Bottom fishing several others.

I missed the lows, Amazon at 185, Meta at 560 and Google at 151

 

[ghostguy123]

Is the S&P down like 4% after hours?? Yeesh

 

[BassNBrew]

I swear this reeks of dump and then pump.

 

[BassNBrew]

I wish this was just a normal dip, but the tariff policy feels like completely unnecessary self-inflicted harm that we can't just bounce back from.

We'll bounce back just fine. Every country that caves, regardless of how meaningfully, will come off the list to much fanfare and claims of greatness and genius. And there will be much rejoicing (yaaaaaaaaaay!).

Exactly. And I bet the first exceptions have already been planned out and certain people are loading up on the appropriate stocks right now.

 

[pecorino]

Is the S&P down like 4% after hours?? Yeesh

Only down 3.2% actually. I bought two protective SPY puts before the close. Feel dumb for not buying a dozen.

 

[beef]

futures look like 3x etfs

 

[Grace Under Pressure]

I swear this reeks of dump and then pump.

Tend to agree, this is the play IMO. Also there are likely a circle of people who actually know this is the case, but for the rest of us, gotta just try to guess along.

 

[Bob Sacamano]

Some winners seem pretty easy to predict. Making money from it yourselves might be a different story.

"To potentially avoid US tariffs, Vietnam has taken preemptive measures, including cutting tariffs on US goods like cars, LNG, and agricultural products, and approving Starlink services."

 

[fruity pebbles]

Alright, I’ve bought all I’m going to for now, let’s see how things go.

 

[Redwes25]

Some winners seem pretty easy to predict. Making money from it yourselves might be a different story.

"To potentially avoid US tariffs, Vietnam has taken preemptive measures, including cutting tariffs on US goods like cars, LNG, and agricultural products, and approving Starlink services."

Yet Vietnam still got hit hard by the announced Tariffs.

Honestly hard to know how this all plays out. Do foreign countries attack our tech companies in response?

 

[Bob Sacamano]

Some winners seem pretty easy to predict. Making money from it yourselves might be a different story.

"To potentially avoid US tariffs, Vietnam has taken preemptive measures, including cutting tariffs on US goods like cars, LNG, and agricultural products, and approving Starlink services."

Yet Vietnam still got hit hard by the announced Tariffs.

Honestly hard to know how this all plays out. Do foreign countries attack our tech companies in response?

Of course. If you exclude them before you announce, then it's one less victory you get to claim after.

And I don't believe a formal agreement was reached. They might also need to sacrifice a live rooster or buy us some candlesticks and maybe a place-setting or a silverware pattern.

 

[culdeus]

Added some Amazon at $183, Meta at $555.55 and Celius $33.26 which was down about 10% after hours.

Bottom fishing several others.

I missed the lows, Amazon at 185, Meta at 560 and Google at 151

update

 

[Ilov80s]

Meta should definitely be down 5% after hours because they are so tariff dependant

Walk me through why Meta is so tariff dependent?

Think he is joking about META that it shouldn't be down 5% and is a buy here

There has been talk in Europe about putting tarrifs on "digital goods" like Meta and Google.

 

[BassNBrew]

Added some Amazon at $183, Meta at $555.55 and Celius $33.26 which was down about 10% after hours.

Bottom fishing several others.

I missed the lows, Amazon at 185, Meta at 560 and Google at 151

update

Hard to say. Futures don't mean much when individual stocks aren't available to trade.

I picked up Amazon at a 6% discount to it's close, just about 75% of it's ATH. If it goes lower, I'll buy more. If I run out of money and it goes even lower, I'll unload my LYB type stocks and buy more.

 

[fruity pebbles]

Added some Amazon at $183, Meta at $555.55 and Celius $33.26 which was down about 10% after hours.

Bottom fishing several others.

I missed the lows, Amazon at 185, Meta at 560 and Google at 151

update

Hard to say. Futures don't mean much when individual stocks aren't available to trade.

I picked up Amazon at a 6% discount to it's close, just about 75% of it's ATH. If it goes lower, I'll buy more. If I run out of money and it goes even lower, I'll unload my LYB type stocks and buy more.

Since the recent quarter is closed (well all but Nvidia). These are the forward PEs after earnings are released in a couple weeks and if not adjusted up or down.
GOOG 16
NVDA 21
META 21
MSFT 25
AMZN 27

 

[BassNBrew]

Meta should definitely be down 5% after hours because they are so tariff dependant

Walk me through why Meta is so tariff dependent?

Think he is joking about META that it shouldn't be down 5% and is a buy here

There has been talk in Europe about putting tarrifs on "digital goods" like Meta and Google.

While I don't think tariffs or trade wars are good, the countries on the trade surplus side stand to lose more.

 

[ghostguy123]

Well, in mine andy wife's Roth account we are at like 85% cash.
So......buy up a bunch tomorrow? Wait for a further drop??

 

[BassNBrew]

Added some Amazon at $183, Meta at $555.55 and Celius $33.26 which was down about 10% after hours.

Bottom fishing several others.

I missed the lows, Amazon at 185, Meta at 560 and Google at 151

update

Hard to say. Futures don't mean much when individual stocks aren't available to trade.

I picked up Amazon at a 6% discount to it's close, just about 75% of it's ATH. If it goes lower, I'll buy more. If I run out of money and it goes even lower, I'll unload my LYB type stocks and buy more.

Since the recent quarter is closed (well all but Nvidia). These are the forward PEs after earnings are released in a couple weeks and if not adjusted up or down.
GOOG 16
NVDA 21
META 21
MSFT 27
AMZN 27

I just don't get it. Unless you can make an argument that their revenues are going to crater I don't see the reason for the disproportionate sell off.

 

[BassNBrew]

Well, in mine andy wife's Roth account we are at like 85% cash.
So......buy up a bunch tomorrow? Wait for a further drop??

What do you think the absolute downside is?

 

[BassNBrew]

RH down 24% AH.