That's not the political stuff that was deleted. Please don't get this thread shut down with political talk.
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Stock Thread (10 Viewers)
- Thread starter St. Louis Bob
- Start date
That's not the political stuff that was deleted. Please don't get this thread shut down with political talk.
Todem
Footballguy
Holding my shares. I have owned this baby since 1987.
Easily one of the very best large cap growth/core funds I have ever owned.
⚡DEADHEAD⚡
Footballguy
Bought 1k shares several months back when you recommended doing so. Got another chunk to spend. Presume you still think it's a good buy.
Sand
Footballguy
Ok - I guess I missed the deleted stuff, so we're referencing two different sets of posts.
Did you read the tender offer? Why wouldn't you offer to sell some shares at 98% of NAV, given that it usually trades at more like 90% of NAV?
Todem
Footballguy
I am long and why am I going to realize capital gains on something I have zero intention of selling for another 20 years?
It will be 200% more at least by then.
If your time horizon is a lot shorter do what you think is best for you.
Todem
Footballguy
If you have a long term outlook it is a tremendous closed end fund.
In terms of putting new money in….I would dollar cost average it here because it would not shock me to see a 10-12% pull back on the indexes between now and September.
But there are 493 stocks in the S&P 500 that have barely moved this year…..
Anyway yeah long term it’s a buy.
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Sand
Footballguy
Of the best 10 stocks this year only 1 (NVDA, obviously) is from the magnificent 7. The rest are all over the place - a couple utilities (!), Eli Lilly, Broadcom, etc. Dispersion is high, absolutely, but not in the way most people think.
ETA: One of those utilities is CEG, which I got thanks to a spinoff from a company Todem recommended.
It still amazes me the premium people pay for MSTR. I think now it’s like double the price of BTC because the business isn’t worth much at all. It’s funny that pre-ETFs, GBTC traded below its BTC value and now that we have BTC ETFs, MSTR trades at twice its BTC actual value (including the debt).
Desert_Power
Footballguy
No way I would ever invest in a company controlled by Saylor.
SFBayDuck
Footballguy
I sort of agree. I consider my MSTR position more gambling than investing.
I had a friend out of college that worked for him when Saylor got slapped on the wrist for the fraud or whatever it was back in 2000/2001. He didn’t like him at all. So weird that he’s thought of so highly in crypto given his background. Microstrategy wasn’t Worldcom or Enron level but I do remember looking back and feeling like their fraud starting the cracks (timing wise) of the dot com crash.
That’s one of the big reasons I’m still not a huge believer in BTC is that he’s one of the influencers/largest holders.
SFBayDuck
Footballguy
Totally hear you, one of the big knocks against crypto is all of the "questionable" characters that are and have been involved. I lost a little in the Blockfi bankruptcy that was tied to the whole FTX debacle.
On the flip side, and to keep it relevant to the stock thread, we've now had $16B net inflows into the BTC ETFs this year. Looks like ETH ETFs are coming next week.
I don't really care about the use cases (what use cases?) or think crypto saves the world or even just the financial systems. I'm not at all into the cold storage wallets and all that stuff. My thesis is simply that it's becoming an asset class that more and more people are interested in investing in, and the ETF numbers seem to be backing that up. So I'm currently very comfortable having 2%-4% of my portfolio in the asset class (I'm at about 2.5% right now, most of that not in MSTR!), with the hope that it could add a little juice to my returns. I am interested in seeing how correlations with equities, particularly tech stocks, hold up or change over time.
cosjobs
Footballguy
Taking a position i SILO, up 100% today:
Show ResultShow Latest
Show ResultShow Latest
Silo Pharma
Focused on merging traditional therapeutics with psychedelic research to innovatively address underserved conditions including Fibromyalgia, PTSD, Alzheimer's, and other rare neurological disorders. Silo’s mission is to identify assets to license and fund the research which we believe will be transformative to the well-being of patients and the healthcare industry.
steelerfan1
Footballguy
I know the boat was missed on NVDA, but would today be a chance to get feet wet?
beef
Footballguy
The entire semi sector seems like a good time to jump in if you're not in already. Cost average in just in case the pull back lasts a little longer.
I'm already in SOXL and I'm adding more on this -12% drop.
Peggy
Footballguy
I was already thinking about TSM ahead of earnings. Now you know who said something and it's down another 6% today with earnings tonight. What could go wrong!?
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Bob Sacamano
Footballguy
What happens when the likely next President says Taiwan should pay us to keep them safe from China.
beef
Footballguy
I liked my LT holdings a month ago on Semis, and I can add more now at that price so I'll do it. Added twice already today. Maybe I'm a bit naive and stubborn. I have cash to buy down and time to be patient.
cosjobs
Footballguy
beef
Footballguy
Really crazy. Stop losses triggering, only adding to the selloff??? Does seem like this could continue. I'm saving some cash for more semi buys tomorrow.
Desert_Power
Footballguy
I've started some buys but have a lot of powder so not being too aggressive.
We've needed a day or two like this. Been a crazily steady grind higher.
beef
Footballguy
Hearing Sara Eisen and Morgan Brennan talk stocks is my grocery store checkout romance novels.
Bob Sacamano
Footballguy
There are people who talk about stocks on TV?
jwb
Footballguy
I love how they always act like whatever happened that day was telegraphed and inevitable.
Bossman
Footballguy
Sell like the WIND!
cosjobs
Footballguy
Holding for now. Keeps going up.Sell like the WIND!
cosjobs
Footballguy
I'm not the only one liking ketamine implants, up 75% since I posted it two days ago.
kevzilla
Footballguy
Man, folks in the Northeast are into some weird stuff. Why can't they just lick a toad like a sensible person?
cosjobs
Footballguy
I have quite a bit of BLDP. I think its a wonderful long term gamblehold.If you like their hydrogen fuel technology, you might have interest in JOBY. They've made an airplane than runs on hydrogen fuel cell. I bought in last week, but sideways so far.I think the potential change in govt. leadership may put the kibosh on any green-related or alternative energy, but that is also suppressing the current price and making it tempting.
To be clear, I've been posting a lot of weird, higher risk stuff, but they combined less than 2% of my portfolio.
To be clear, I've been posting a lot of weird, higher risk stuff, but they combined less than 2% of my portfolio.
cosjobs
Footballguy
what stock is this? Sounds like a Buy candidateMy 2nd-largerst position beat on revenue, missed on earnings, and cut the dividend. Up 1.2%
My largest position announced record volume at their annual midsummer sale. Down 2.86%
I don't know
SFBayDuck
Footballguy
That dog (along with QS) has been sitting at the bottom of my account since it first got recommended in here as a long-term gamble. Tough to come back from down 90%.
beef
Footballguy
No govt can change the fact that we need more energy, and need to continue exploring more sources of it.
kevzilla
Footballguy
The one that was up on a down day was BX. Pretty sure everyone knows the second one is AMZN.what stock is this? Sounds like a Buy candidateMy 2nd-largerst position beat on revenue, missed on earnings, and cut the dividend. Up 1.2%
My largest position announced record volume at their annual midsummer sale. Down 2.86%
I don't know
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Insoxicated
Same
