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Stock Thread (17 Viewers)

When does Fidelity let you know if you received any IPO shares?

They’ll send you an email saying allocation is complete. Then you just have to check your account.
Fidelity New Issue Notification of Allocation

I that it (email) or will there be another saying it's complete?

That’s it. if the stock is in your account, you have some. If it isn’t, you don’t.
:kicksrock:

I get nothing and like it.
 
Here are my style boxes when I asset allocate into fixed income and Alts

IRA accounts:
Aggressive Growth
80% equity
20% FI and Alts

High yield corporate- 5%
Senior Floating Rate - 2%
Core Bond - 2%
Emerging market debt - 2%
Short Term Bond - 1%
REIT - 4%

70/30
Growth
High Yield - 8%
Senior Floating Rate - 2%
Core - 4%
TIPS - 2%
Multi Sector - 2%
Short Bonds - 2%
GNMA - 3%
REITS - 6%

60/40
Growth and Income

High Yield - 9%
Senior Floating Rate - 2%
Core - 4%
Emerging Market Debt - 2%
Multi Sector - 7%
TIPS - 1%
Short Bonds - 4%
GNMA - 1%

Gives you an idea of the fixed income side of the isle

In a tax sensitive account we use High Yield Munis, Intermediate and National Munis, Ultra short and short munis.
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
Sir, this is an Arby's
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
MSTR <> BTC
 
Hilarious the market keeps falling for these Trump tariff posts.
Another round of market manipulation incoming.
Buying opportunity?

I mean, maybe, but not much of one as the market doesn't really seem to believe these random announcements any more than anyone else anymore.

AAPL down a whopping 2% on an alleged 25% hit to their top line. If anyone actually believed they'd actually have to pay that the stock would be down 15% and halted right now.
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
Buy the rumor, sell the news.
 
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Reactions: SHH
Hilarious the market keeps falling for these Trump tariff posts.
Sadly, this is what the market is going to be until he's gone. No idea why people would think its behind us. I guess the good news is, the world is catching on with respect to how this admin operates. Hopefully investors do too. Problem is, if/when threat is really followed through with, its going to be a significant adjustment at that time.
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
Buy the rumor, sell the news.

I stepped off the ledge. I'm just going to stop checking my brokerage and eat canned ravioli for a few weeks. Still don't understand how a company that owns 576,230 Bitcoin doesn't see a ******** increase in price when Bitcoin is at a record high, but whatever, I'm a big idiot who's brain is too small to comprehend a complex market...


Also, this class action lawsuit probably isn't helping:

https://finance.yahoo.com/news/michael-saylors-microstrategy-hit-class-154807260.html


Has to be controlled opposition. They did this **** on purpose to tank the stock... waited for it to get nice and juicy too. It's like getting ready to bang your wife and then your son knocks on the door crying, so you're stuck hiding your boner underneath the pillow as he hops into bed with you and the wife.

I think MSTR issued new shares and diluted today, didn't they?

Also MSTR CFO sold off a bunch of shares which always dings stocks to the negative.
 
Hilarious the market keeps falling for these Trump tariff posts.


Is the market really "falling" for these posts, or, using the heckler's veto? Seems the market knows that to reverse any proposed policy they disagree with, all they have to do is tank for a day or two. If the market doesn't react at all, the policy won't flip back as fast. When the person in charge uses the red/green arrow in the corner of CNBC to decide if the last thing he said was good or not, it's just as easy to manipulate back.
 
Hilarious the market keeps falling for these Trump tariff posts.
Another round of market manipulation incoming.
If memory serves, and it may not, politicians and hedge funds need to disclose stock purchases or shorts but not in real time. However, buying or selling of options does not require such disclosures. If I have that correct and if the powers have the forethought, oodles and oodles of money could be made by folks with inside information without having much of a public trace (save for released tax returns…)
 
Hilarious the market keeps falling for these Trump tariff posts.
Another round of market manipulation incoming.
If memory serves, and it may not, politicians and hedge funds need to disclose stock purchases or shorts but not in real time. However, buying or selling of options does not require such disclosures. If I have that correct and if the powers have the forethought, oodles and oodles of money could be made by folks with inside information without having much of a public trace (save for released tax returns…)
There's always a work around to the "law" for politicians. Always. And this is a smart way to go based on my understanding of the tax code, though I don't know the laws you'd be referencing here. It would probably be a good idea to have a straight forward law that prohibits these sorts of actions across the board for politicians or (just about) anyone tied to them.
 
Hilarious the market keeps falling for these Trump tariff posts.
Another round of market manipulation incoming.
If memory serves, and it may not, politicians and hedge funds need to disclose stock purchases or shorts but not in real time. However, buying or selling of options does not require such disclosures. If I have that correct and if the powers have the forethought, oodles and oodles of money could be made by folks with inside information without having much of a public trace (save for released tax returns…)

I think options have to be disclosed too because the Pelosi's mostly trade options people definitely track those (and they are disclosed).
 
Hilarious the market keeps falling for these Trump tariff posts.


Is the market really "falling" for these posts, or, using the heckler's veto? Seems the market knows that to reverse any proposed policy they disagree with, all they have to do is tank for a day or two. If the market doesn't react at all, the policy won't flip back as fast. When the person in charge uses the red/green arrow in the corner of CNBC to decide if the last thing he said was good or not, it's just as easy to manipulate back.
Yeah. Which is why the expectations for a lot of choppiness this year is playing out. I just don’t think it will be biased towards new highs
 
Hilarious the market keeps falling for these Trump tariff posts.
Another round of market manipulation incoming.
Buying opportunity?

I mean, maybe, but not much of one as the market doesn't really seem to believe these random announcements any more than anyone else anymore.

AAPL down a whopping 2% on an alleged 25% hit to their top line. If anyone actually believed they'd actually have to pay that the stock would be down 15% and halted right now.

I was trying a new strategy for me. I know it has been done so save it to the board Buffets.



AAPL has been moving like a jumping bean on a hot plate.

Short term negatives are the criticisms of falling behind in AI and of course the POTUS threatening them every month or so.
el

Potential positive is their developer conference June 10-13. Spiked last year on Apple Intelligence but then nothing. I don't believe anything big will come out of this but nobody saw it coming last year.

So here's what I did:


1 call option expiring 6/20 with a strike price of $220.00
1 put option expiring 6/20 with a strike price of $195.00

I paid roughly $2.30 for each of these

Current price, $208

Went down the next day and sold the $220 & bought $215, cost me a $100 for this genius move.

Anyhow, woke up this morning (okay afternoon) to hear this news and thought I hit a nice one. :( I agree with you. Sold the $215 today. On news like this it seems like it takes a full day, minimum, to play out I'm most likely going to sell the put, currently $6.93, on Tuesday.

Then of course look for an entry point should something dynamic come out of the WWDC. :lmao: Somewhat informed gambling is fun!
 
I want to get back into SOFI soon. There is surely some substantial downside risk for this stock, as is evidenced by how annoying and aggravating it has been to own. Their financials last week were good, and they raised guidance. I think they have a lot of growth opportunities in private student loans, which right now I think are only 10% of student loans, but if the House bill passes in its current form, that will change pretty drastically, with a lot of government loans swinging to private.


 
I want to get back into SOFI soon. There is surely some substantial downside risk for this stock, as is evidenced by how annoying and aggravating it has been to own. Their financials last week were good, and they raised guidance. I think they have a lot of growth opportunities in private student loans, which right now I think are only 10% of student loans, but if the House bill passes in its current form, that will change pretty drastically, with a lot of government loans swinging to private.


I want to buy the SoFi's and the Klarna's type financials, too. A few of these companies will be huge or bought up in about a decade. If somehow people get more spending money they are going to spend it at continue to build debt.

On the otherhand, I literally just watched a local news report that showed the short term lenders like Klarna are seeing record late payments. How many defaults can they eat and still grow?

Not exactly a Sofi reply, but right now is either the time to accumulate or the time to avoid.
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
Buy the rumor, sell the news.

I stepped off the ledge. I'm just going to stop checking my brokerage and eat canned ravioli for a few weeks. Still don't understand how a company that owns 576,230 Bitcoin doesn't see a ******** increase in price when Bitcoin is at a record high, but whatever, I'm a big idiot who's brain is too small to comprehend a complex market...


Also, this class action lawsuit probably isn't helping:

https://finance.yahoo.com/news/michael-saylors-microstrategy-hit-class-154807260.html


Has to be controlled opposition. They did this **** on purpose to tank the stock... waited for it to get nice and juicy too. It's like getting ready to bang your wife and then your son knocks on the door crying, so you're stuck hiding your boner underneath the pillow as he hops into bed with you and the wife.
Guess I don’t understand the premium attached to MSTR. They are basically just a bitcoin holding company yet they are valued at 100 billion dollars but own 62 billion worth of bitcoin. Why not just buy a bitcoin etf?
 
The bitcoin ETFs haven't exactly been rocket ships either. IBIT and FBTC were two I gambled on after the election. I'm out on both. Never got the torque I was looking for.
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
Buy the rumor, sell the news.

I stepped off the ledge. I'm just going to stop checking my brokerage and eat canned ravioli for a few weeks. Still don't understand how a company that owns 576,230 Bitcoin doesn't see a ******** increase in price when Bitcoin is at a record high, but whatever, I'm a big idiot who's brain is too small to comprehend a complex market...


Also, this class action lawsuit probably isn't helping:

https://finance.yahoo.com/news/michael-saylors-microstrategy-hit-class-154807260.html


Has to be controlled opposition. They did this **** on purpose to tank the stock... waited for it to get nice and juicy too. It's like getting ready to bang your wife and then your son knocks on the door crying, so you're stuck hiding your boner underneath the pillow as he hops into bed with you and the wife.
Guess I don’t understand the premium attached to MSTR. They are basically just a bitcoin holding company yet they are valued at 100 billion dollars but own 62 billion worth of bitcoin. Why not just buy a bitcoin etf?
Basically the Berkshire of the monopoly money space.
 
Here are my style boxes when I asset allocate into fixed income and Alts

IRA accounts:
Aggressive Growth
80% equity
20% FI and Alts

High yield corporate- 5%
Senior Floating Rate - 2%
Core Bond - 2%
Emerging market debt - 2%
Short Term Bond - 1%
REIT - 4%

70/30
Growth
High Yield - 8%
Senior Floating Rate - 2%
Core - 4%
TIPS - 2%
Multi Sector - 2%
Short Bonds - 2%
GNMA - 3%
REITS - 6%

60/40
Growth and Income

High Yield - 9%
Senior Floating Rate - 2%
Core - 4%
Emerging Market Debt - 2%
Multi Sector - 7%
TIPS - 1%
Short Bonds - 4%
GNMA - 1%

Gives you an idea of the fixed income side of the isle

In a tax sensitive account we use High Yield Munis, Intermediate and National Munis, Ultra short and short munis.
If you are holding that much diversity what are your cost? Bond brokerage fees are stupid high. Or are you ETF into those?

Are you fiduciary type broker that pools everything together?
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
Buy the rumor, sell the news.

I stepped off the ledge. I'm just going to stop checking my brokerage and eat canned ravioli for a few weeks. Still don't understand how a company that owns 576,230 Bitcoin doesn't see a ******** increase in price when Bitcoin is at a record high, but whatever, I'm a big idiot who's brain is too small to comprehend a complex market...


Also, this class action lawsuit probably isn't helping:

https://finance.yahoo.com/news/michael-saylors-microstrategy-hit-class-154807260.html


Has to be controlled opposition. They did this **** on purpose to tank the stock... waited for it to get nice and juicy too. It's like getting ready to bang your wife and then your son knocks on the door crying, so you're stuck hiding your boner underneath the pillow as he hops into bed with you and the wife.
Guess I don’t understand the premium attached to MSTR. They are basically just a bitcoin holding company yet they are valued at 100 billion dollars but own 62 billion worth of bitcoin. Why not just buy a bitcoin etf?
In addition to your dollar invested in MSTR, you don't just get .62 cents worth of a bitcoin. You also get a thriving enterprise that has never fraudulently submitted years of financial statements and isn't led by a huckster that also commits tax fraud. Really is a bargain.
 
Here are my style boxes when I asset allocate into fixed income and Alts

IRA accounts:
Aggressive Growth
80% equity
20% FI and Alts

High yield corporate- 5%
Senior Floating Rate - 2%
Core Bond - 2%
Emerging market debt - 2%
Short Term Bond - 1%
REIT - 4%

70/30
Growth
High Yield - 8%
Senior Floating Rate - 2%
Core - 4%
TIPS - 2%
Multi Sector - 2%
Short Bonds - 2%
GNMA - 3%
REITS - 6%

60/40
Growth and Income

High Yield - 9%
Senior Floating Rate - 2%
Core - 4%
Emerging Market Debt - 2%
Multi Sector - 7%
TIPS - 1%
Short Bonds - 4%
GNMA - 1%

Gives you an idea of the fixed income side of the isle

In a tax sensitive account we use High Yield Munis, Intermediate and National Munis, Ultra short and short munis.
If you are holding that much diversity what are your cost? Bond brokerage fees are stupid high. Or are you ETF into those?

Are you fiduciary type broker that pools everything together?
That post is for people who want to utilize ETF’s (active or passive) and asset allocate their portfolio.

As far as me? I am not a “broker”

I am a Discretionary Wealth Manager/Financial Advisor and I work strictly on a set flat fee.

When I asset allocate depending on the size of the accounts (for the fixed income side) we either use a combination of institutional class mutual funds, ETF’s and if large enough I will purchase individual bonds inside my wrap account and get the very best execution on them.

I am not a bond house broker nor a “stock broker” I am not transactional with Stocks/Bonds/ETF’s or Alternatives (Private REITS, Private Credit, Private Equity).

I am full service holistic asset/risk management and financial planning.
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
Buy the rumor, sell the news.

I stepped off the ledge. I'm just going to stop checking my brokerage and eat canned ravioli for a few weeks. Still don't understand how a company that owns 576,230 Bitcoin doesn't see a ******** increase in price when Bitcoin is at a record high, but whatever, I'm a big idiot who's brain is too small to comprehend a complex market...


Also, this class action lawsuit probably isn't helping:

https://finance.yahoo.com/news/michael-saylors-microstrategy-hit-class-154807260.html


Has to be controlled opposition. They did this **** on purpose to tank the stock... waited for it to get nice and juicy too. It's like getting ready to bang your wife and then your son knocks on the door crying, so you're stuck hiding your boner underneath the pillow as he hops into bed with you and the wife.
Guess I don’t understand the premium attached to MSTR. They are basically just a bitcoin holding company yet they are valued at 100 billion dollars but own 62 billion worth of bitcoin. Why not just buy a bitcoin etf?
In addition to your dollar invested in MSTR, you don't just get .62 cents worth of a bitcoin. You also get a thriving enterprise that has never fraudulently submitted years of financial statements and isn't led by a huckster that also commits tax fraud. Really is a bargain.

I'm going to buy more of it. I've come to terms that they're trying to bleed investors out.

If I believe BTC is going to continue to go up, then I should embrace this discount with the idea with enough patience I should be able to this this into a windfall down the road.


Almost seems manipulated. Like this is the perfect storm of frustrating your investors.
Maybe the market was tipped off that someone else is getting in on their "business" model?
 
Despite BTC being up 15 -20% since I first bought my first shares of MSTR, somehow the stock price is less than when I ****ing bought it. Now, I am having a money emergency requiring me to liquidate my accounts.

****ing disgusted that I perfectly timed this crypto run and somehow my shares of MSTR have love value. Liquidating my account, only really registered to talk with you guys since I was making some money on your stock picks, but I'm going dark for a few months now. Good luck on all your ****, I'll be in the darkness. ☮️
Buy the rumor, sell the news.

I stepped off the ledge. I'm just going to stop checking my brokerage and eat canned ravioli for a few weeks. Still don't understand how a company that owns 576,230 Bitcoin doesn't see a ******** increase in price when Bitcoin is at a record high, but whatever, I'm a big idiot who's brain is too small to comprehend a complex market...


Also, this class action lawsuit probably isn't helping:

https://finance.yahoo.com/news/michael-saylors-microstrategy-hit-class-154807260.html


Has to be controlled opposition. They did this **** on purpose to tank the stock... waited for it to get nice and juicy too. It's like getting ready to bang your wife and then your son knocks on the door crying, so you're stuck hiding your boner underneath the pillow as he hops into bed with you and the wife.
Guess I don’t understand the premium attached to MSTR. They are basically just a bitcoin holding company yet they are valued at 100 billion dollars but own 62 billion worth of bitcoin. Why not just buy a bitcoin etf?
In addition to your dollar invested in MSTR, you don't just get .62 cents worth of a bitcoin. You also get a thriving enterprise that has never fraudulently submitted years of financial statements and isn't led by a huckster that also commits tax fraud. Really is a bargain.

I'm going to buy more of it. I've come to terms that they're trying to bleed investors out.

If I believe BTC is going to continue to go up, then I should embrace this discount with the idea with enough patience I should be able to this this into a windfall down the road.


Almost seems manipulated. Like this is the perfect storm of frustrating your investors.
Maybe the market was tipped off that someone else is getting in on their "business" model?
No use in trying to hide it anymore, right?
 
Looking at buying into the Super Chip maker Cerebras at the time of its IPO, hopefully in early June and ALAB (Astera Labs).

Also reading up on a new Fab 5 and will be buying into these as well:

VRT - already blew up a bit.
GTLB
PATH
SYM
CERT
 
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I had drinks this weekend with a close friend who works for Stanley Black and Decker. He says they are currently paying $100 million/month in tariffs, and that is what otherwise would basically be their entire monthly profit. He also said that the drills they used to make for $100, sell to Home Depot for $175, and that retailed at $245 are soon going to cost $200 to make, and that Home Depot isn't going to buy them at $275 apiece because they don't expect to be able to retail them at $345. He said it's effectively a trade embargo.

If these numbers are basically true - and I might have gotten the retail numbers a little off, but clearly remember the $100M/month tariff info - when will they begin to show up in quarterly earnings reports (for Stanley Black & Decker but also other similar corporations)?

I can't shake the feeling that some major corporation is going to go into bankruptcy over the tariffs, or some analyst is going to issue a report like Meredith Whitney did about Citigroup in October 2007, and there's going to be an Emperor's New Clothes moment where the market realizes the tariffs have already tipped the economy into a major recession. So I'm just wondering when we're going to start getting hard numbers from corporations about what the tariffs are doing to them and what they're doing in response.
 
I had drinks this weekend with a close friend who works for Stanley Black and Decker. He says they are currently paying $100 million/month in tariffs, and that is what otherwise would basically be their entire monthly profit. He also said that the drills they used to make for $100, sell to Home Depot for $175, and that retailed at $245 are soon going to cost $200 to make, and that Home Depot isn't going to buy them at $275 apiece because they don't expect to be able to retail them at $345. He said it's effectively a trade embargo.

If these numbers are basically true - and I might have gotten the retail numbers a little off, but clearly remember the $100M/month tariff info - when will they begin to show up in quarterly earnings reports (for Stanley Black & Decker but also other similar corporations)?

I can't shake the feeling that some major corporation is going to go into bankruptcy over the tariffs, or some analyst is going to issue a report like Meredith Whitney did about Citigroup in October 2007, and there's going to be an Emperor's New Clothes moment where the market realizes the tariffs have already tipped the economy into a major recession. So I'm just wondering when we're going to start getting hard numbers from corporations about what the tariffs are doing to them and what they're doing in response.
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