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Stock Thread (31 Viewers)

The Z Machine said:
@General Malaise is your company making money hand over fist with the run up on rare earths?
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Not really rare earths moving our needle though we do have some exposure through stocks like UUUU and Neo Performance. We don't own any physical metals any more because they can be impossible to sell when you want or need to.

But we are having a really good year thanks to investments in Antimony, Tungsten and other critical metal related stocks. Kind of wish the year ended Oct. 31 to be honest. We live in great fear of giving all the gains back in 2 months so there has definitely been some profit taking. But the trick there is you want to be tax sensitive to your limited partners. Don't want to saddle them with massive short term gains on their K1s. They tend not to like that.
 
General Malaise said:
NajehHejan said:
General Malaise said:
US Antimony (UAMY) CEO Gary Evans will be on Fox Business tomorrow at 8:30am ET to chat with Maria Fartonmypillow. Stock has been crazy volatile and is getting noticed by the Reddit community after the Chinese announcement that they would cut antimony (and other metals) to the US. Antimony has several applications, but military is a big one. UAMY has one of the only antimony smelters in operation in the good 'ol US of A.
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In for 3000 after hours at 1.75. Already down to 1.70 lol. Hoping this fox business appearance is a barnburner!
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How'd you end up on this one? If you held all 3,000, that's like $60k right now! *

*after hours $19.86. Could all go south.

Lets go!!!!!!*


*yes, lets
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Honestly I have not looked back to see where I sold but I believe it was around 2.50 or so, watched it and wanted to get back in, but never did. It’s a huge gut punch to think I left 50-60K on the table. Whoever said you can’t go broke making profit didn’t also notate how every day can feel worse than the last when you see moon rocket ship and you left yourself behind 🥲
 
Bossman said:
General Malaise said:
Bossman said:
General Malaise said:
Bossman said:
Thank all of you for your tip on UAMY...
Looks like this one is paying for my next 3 Carribean vacations.
I'm appreciating my fellow FBGs .... (y)
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As much fun as this one has been, I do have some concern about rapid valuation expansion absent present revenue. Not to say the wind isn't at their back as the US Gov has given them a contract and this is the ultimate moat of a domestic critical mineral producer but when we read and hear warnings about frothiness, this thing is on the medal stand currently.

I'm not selling today but my firm has been every day this week so I'm restricted from doing anything personally. But I think it's responsible to maybe take some chips off the table and put them in your wife's purse.
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Heeded your advice.
Sold almost half. We'll let the other half ride for a bit.
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:bag:

Don't throw the Red Stripe at my head.....gut fine.
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Lol ... No worries.
I'm a great big boy and can make my own big boy decisions.
(and it's still a win in my book)
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Sold the rest today.
Huge win. ... Thanks again guys!
 
General Malaise said:
The Z Machine said:
@General Malaise is your company making money hand over fist with the run up on rare earths?
Click to expand...

Not really rare earths moving our needle though we do have some exposure through stocks like UUUU and Neo Performance. We don't own any physical metals any more because they can be impossible to sell when you want or need to.

But we are having a really good year thanks to investments in Antimony, Tungsten and other critical metal related stocks. Kind of wish the year ended Oct. 31 to be honest. We live in great fear of giving all the gains back in 2 months so there has definitely been some profit taking. But the trick there is you want to be tax sensitive to your limited partners. Don't want to saddle them with massive short term gains on their K1s. They tend not to like that.
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Came in to ask everyone about UUUU, just picked up a little bit today after I've been doing some reading on rare earths. They sound really solid and well positioned to excel from what I've been able to find.
 
Aside from physical gold, what are you guys' gold exposure?
I have some mining stocks that are doing very well, and a small amount on a crypto gold-pegged futures trade that is also doing well, but would like to put some into an index, etc. I have Fidelity, if that makes a difference, but also a few other accounts I could possibly use if needed.
 
Nathan R. Jessep said:
General Malaise said:
The Z Machine said:
@General Malaise is your company making money hand over fist with the run up on rare earths?
Click to expand...

Not really rare earths moving our needle though we do have some exposure through stocks like UUUU and Neo Performance. We don't own any physical metals any more because they can be impossible to sell when you want or need to.

But we are having a really good year thanks to investments in Antimony, Tungsten and other critical metal related stocks. Kind of wish the year ended Oct. 31 to be honest. We live in great fear of giving all the gains back in 2 months so there has definitely been some profit taking. But the trick there is you want to be tax sensitive to your limited partners. Don't want to saddle them with massive short term gains on their K1s. They tend not to like that.
Click to expand...
Came in to ask everyone about UUUU, just picked up a little bit today after I've been doing some reading on rare earths. They sound really solid and well positioned to excel from what I've been able to find.
Click to expand...

That one was a name familiar to this thread a few years ago - Todem maybe? Chet? I owned it as well but don't right now. Our firm does. Also, this one has uranium and vanadium, so plenty of buzz-worthy elements in its portfolio so this should be a key domestic company in an ongoing trade war with China.
 
Nathan R. Jessep said:
Aside from physical gold, what are you guys' gold exposure?
I have some mining stocks that are doing very well, and a small amount on a crypto gold-pegged futures trade that is also doing well, but would like to put some into an index, etc. I have Fidelity, if that makes a difference, but also a few other accounts I could possibly use if needed.
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I'm in GLD, GDX and GDXJ for gold. Also hold physical in my fidelity IRA. The gold miners I'm not touching as I think they will continue to go up due to the demand for physical. I'm close to getting out of the GLD and move it in Sprott Trust (available on fidelity) and add more physical. The Sprott Trust is very attractive as it basically guarantees you physical gold should you wish to redeem. GLD is basically paper, i.e. you don't own bullion. I have similar positions in silver and I personally see silver as the next thing to sky rocket. Relatively inexpensive and in reach for most small retail investors. Gold is starting to get out of reach for your typical mom and pop. Again just my 2 cents.
 
General Malaise said:
Nathan R. Jessep said:
General Malaise said:
The Z Machine said:
@General Malaise is your company making money hand over fist with the run up on rare earths?
Click to expand...

Not really rare earths moving our needle though we do have some exposure through stocks like UUUU and Neo Performance. We don't own any physical metals any more because they can be impossible to sell when you want or need to.

But we are having a really good year thanks to investments in Antimony, Tungsten and other critical metal related stocks. Kind of wish the year ended Oct. 31 to be honest. We live in great fear of giving all the gains back in 2 months so there has definitely been some profit taking. But the trick there is you want to be tax sensitive to your limited partners. Don't want to saddle them with massive short term gains on their K1s. They tend not to like that.
Click to expand...
Came in to ask everyone about UUUU, just picked up a little bit today after I've been doing some reading on rare earths. They sound really solid and well positioned to excel from what I've been able to find.
Click to expand...

That one was a name familiar to this thread a few years ago - Todem maybe? Chet? I owned it as well but don't right now. Our firm does. Also, this one has uranium and vanadium, so plenty of buzz-worthy elements in its portfolio so this should be a key domestic company in an ongoing trade war with China.
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It was someone in this thread maybe BassNBrew. I have bought and sold UUUU a bit as it pretty consistently bounced between $5.50 and $6.50 (maxed close to $10). That was over the last 5 years. Now it is somehow up to $24/$25.
 
General Malaise said:
BassNBrew said:
General Malaise said:
YOU

YOU YOU YOU YOU!!!!!


UUUU LETS F GOOOOOOOOOOO!111
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Please drop this schtick..... PLAY PLAY PLAY

PLAY GONE down, down down.

Lesson....don't poke the bear.

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So mean, this guy.

Do wish I kept the UUUU position, and the shtick, despite Mr. Bitters in here.
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I made killing the last time you recommend it (UUUU). I'm 95% confident that it was you and not Todem. It was on my mind when I bought into MP earlier this year, but I forgot to pull the trigger.

I did finally get someone to buy my Playgon shares. Took like 3 days.
 
Taiwan Semiconductor Manufacturing Company on Thursday reported a 39.1% increase in third-quarter profit from last year, beating estimates and hitting a fresh record as demand for artificial intelligence chips stayed strong.

Here are the company’s results versus LSEG SmartEstimates:

  • Revenue: NT$989.92 billion new Taiwan dollars, vs. NT$977.46 billion expected
  • Net income: NT$452.3 billion, vs. NT$417.69 billion

TSMC’s revenue in the September quarter rose 30.3% from a year ago to NT$989.92 billion, also beating estimates. Net income increased 13.7% from last quarter, which had marked a record high at the time.

As Asia’s largest technology company by market capitalization, TSMC has benefited from the artificial-intelligence boom, producing advanced AI processors for clients such as Nvidia and Apple.

“Recent developments in AI market continue to be very positive,” TSMC CEO C.C. Wei said in an earnings call, adding that increasing adoption of AI models by consumers has led to more demand for compute, and by extension, semiconductor products. “Thus, our conviction in the AI mega trend is strengthening,” he added.

Bolstered by this AI strength, Wei said that the company had raised its 2025 revenue growth forecast to the mid-30% range. In July, the company had expected full-year revenue growth of about 30%.

TSMC also increased its expected floor for capacity expansion and upgrades to $40 billion for the full year, up from a previous floor of $38 billion.
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Now that is a hulk smash and will quickly reduce their PE.
 
SHANGHAI — Chinese tech giant Alibaba is already recouping its investment on artificial intelligence in the company’s e-commerce business, vice president Kaifu Zhang told reporters on Thursday.

The Chinese tech giant has bet big that AI will generate returns despite market concerns that companies are spending too much on the technology with little to show for it. Alibaba last month announced it will increase its spending on AI and cloud infrastructure, after pledging in February it would spend 380 billion yuan ($53 billion) over the next three years on the tech.




Zhang oversees e-commerce AI applications at Alibaba. Earlier in the day, he shared how the company has rolled out a range of AI tools, from making search results more personalized to improving the accuracy of virtual clothing try-ons.

The presentation comes a day after Alibaba began presales for Singles Day, China’s biggest shopping event of the year that’s akin to Black Friday.

Zhang said preliminary testing has showed consistent results from AI, including a 12% increase in returns on advertising spend.

“It’s very rare to see double-digit changes” in such tests, he said in Mandarin, translated by CNBC. Zhang predicted that thanks to AI integration, there would be a “very significant” positive impact on Alibaba’s gross merchandise volume during this year’s Singles Day shopping period, which centers on Nov. 11.

Alibaba’s China e-commerce unit remains the tech giant’s largest source of revenue, with growth of 10% year-on-year in the quarter ended June 30 to the equivalent of $19.53 billion.




Despite lackluster Chinese consumer spending in the last few years, during the Singles Day period last year, research firm Syntun estimated 20.1% year-on-year growth in sales to 1.11 trillion yuan for Alibaba’s Tmall, JD.com and PDD.

The company on a late August earnings call cast AI and consumption as “two major historic opportunities” that require Alibaba to make investments of “historic scale.”

“Our first priority at this point is making these investments,” CFO Toby Xu said at the time. “So for now, we may place relatively less emphasis on profit margins. But that does not mean that we don’t care about margins.”
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If you can believe a Chinese company.....
 
Nathan R. Jessep said:
Aside from physical gold, what are you guys' gold exposure?
I have some mining stocks that are doing very well, and a small amount on a crypto gold-pegged futures trade that is also doing well, but would like to put some into an index, etc. I have Fidelity, if that makes a difference, but also a few other accounts I could possibly use if needed.
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Our FA has us currently with more money in GLD than anything else. #3, after MSFT, is FNV
 
MELI is on sale due to tariffs. Still have my core position at a much lower basis and am adding a bit here, with an expectation that I may be adding again every $200 down from here. Willing to hold very long-term if needed. Everything about this company to this point tells me they find a way to execute no matter what is put in front of them. But there's definitely downside potential as soon as today. bvw
 
Bob Sacamano said:
MELI is on sale due to tariffs. Still have my core position at a much lower basis and am adding a bit here, with an expectation that I may be adding again every $200 down from here. Willing to hold very long-term if needed. Everything about this company to this point tells me they find a way to execute no matter what is put in front of them. But there's definitely downside potential as soon as today. bvw
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Please ping us at the next $100 drop. I sold mine at $1974 in January to build cash. It's hard paying more for something than you sold it for. I realize that's a hurdle I should get past, but it is what it is.
 
Nathan R. Jessep said:
Aside from physical gold, what are you guys' gold exposure?
I have some mining stocks that are doing very well, and a small amount on a crypto gold-pegged futures trade that is also doing well, but would like to put some into an index, etc. I have Fidelity, if that makes a difference, but also a few other accounts I could possibly use if needed.
Click to expand...
Stick with physical gold and silver (with the caveat that you have a safe and secure place to hold it). Try to buy it at the lowest premium over spot price. Don’t overpay for pretty coins—as when you go to sell it (if you do)—the offers that you will get will predominately be made based on purity, amount and spot gold price at the time. You generally don’t get return on the premium. Part of the run up in the precious metals is that as artificial intelligence and quantum computing evolve, hacking and theft of digital assets will be a bigger risk. The criminals and crooks tend to be one step ahead. Also, when you buy an asset that is connected to gold—but that isn’t physical gold—you are still opening yourself up to poor management, fraud, and market manipulation. I don’t know if the values of precious metals will continue to have a line shooting straight up and to the right—but I do think that there is still a lot of long term upside. Almost any country, individual, entity that is holding a lot of US debt in the form of bonds is purchasing gold and precious metals as a way to insure holding that debt that is almost certain to lose value with a fed that will probably have Powell and perhaps cook replaced in the near term.

With that said, I think that most legitimate equities, investments, and commodities are very bullish long term. We have a situation here where the government is still overspending, AI is just starting to improve the efficiency and profitability of big businesses, in a market where the dollar will be cheap for qualified entities to borrow. I think banks will be hesitant to loan out money to small and medium size businesses, but will have no problem loaning to big busineeses. These large businesses that are present in the stock market will have access to cheap capital and will be able to buy into the expensive up front cost of integrating AI into their business models—which will in turn make them more profitable. They will be able to lay off expensive workforces and replace them with AI that works 24 hours a day 7 days a week. These will make life very difficult for small and medium size businesses and many will go extinct or bought up by the larger companies. I think we could very well see a situation where in the medium to long term—the markets could be thriving meteorically while a large portion of the public (a far bigger wealth disparity than we see now) is struggling to make it. My advice is to avoid being cash rich. Hold enough to get you by—and hold a little extra for some unknowns—-but aside from that—I think asset accumulation is the must play for the medium and long term. There is no super great reason to hold too much cash at this moment in time—as if you have solid net worth—you should have access to cheap capital if needed here pretty soon.
 
General Malaise said:
For you Gold and Silver bugs, I'm adding a familiar name that I've owned prior but really like and wish I'd never sold. AEM - Agnico Eagle Mines. I recognize it's sitting at 52-week highs, but I don't think gold/silver are done running and this is a best in breed type mining operation.
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IN!

I need a win after seeing a lot of red today. Figure it's a good hedge for the rest going down.
 
The Z Machine said:
General Malaise said:
For you Gold and Silver bugs, I'm adding a familiar name that I've owned prior but really like and wish I'd never sold. AEM - Agnico Eagle Mines. I recognize it's sitting at 52-week highs, but I don't think gold/silver are done running and this is a best in breed type mining operation.
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IN!

I need a win after seeing a lot of red today. Figure it's a good hedge for the rest going down.
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What I know these days about gold and silver mining stocks could fit inside a thimble but what I seem to recall is very basic - earnings are largely tied to the price direction of the underlying metals. Sure, expenses can be variable (labor, fuel, electric, taxes, bribes, etc) but the next earnings release for a stock like this could be huge with gold and silver screaming to the upside this past quarter.

Which is probably baked into the price already so no breaking news here but......these next earnings being released could blow expectations out of the well-water.
 
Amazon down 3% this year and up only 30% the last 5 years. The S&P is up 90% over the same period. I’m not selling it, even though I’m tempted, but is this still one of the premier stocks to be holding? I mean even Apple has doubled up over the last 5 years.
 
Capella said:
Amazon down 3% this year and up only 30% the last 5 years. The S&P is up 90% over the same period. I’m not selling it, even though I’m tempted, but is this still one of the premier stocks to be holding? I mean even Apple has doubled up over the last 5 years.
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I’ve been trimming this one.
 
Capella said:
Amazon down 3% this year and up only 30% the last 5 years. The S&P is up 90% over the same period. I’m not selling it, even though I’m tempted, but is this still one of the premier stocks to be holding? I mean even Apple has doubled up over the last 5 years.
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I've been adding this one.

1. Just too much growth and I don't see an end in sight.
2. Cheaper than Walmart plus you get AWS and their advertising.
3. Still investing heavily in re-shaping what the future will be.
4. Revenue is up 36% over the last 4 years.
5. Net margins should be on the rise.

While I should probably less vested in this stock and heavier in NVDA and Google, I'm not selling at this discounted price.
 
AAPL earnings on 10/30. Buying a couple of weeks before and selling a day or two before announcement has been great for years now. Thank you Mohamed El-Elrian for the tip. Only hiccups have been when the POTUS Tweets something about tariffs.

Anecdotally, Mrs. SLB went to get a new iPhone 17 last week and was told both the 17 & 16 have a 4 week lead time. I don't think there has been that kind of demand in a decade.

Personally, I make this play with options. Hoping for another down day tomorrow so I can throw my chips in the pot. Only difference is I'm going with the 11/7 calls instead of 10/31 as I plan to hold some after the earnings announcement.

FWIW

P&S SILVER!!!
 
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