Stock Thread (17 Viewers)

[Sideshow Bob]

Talking to the old man about JPM preferreds. That was Bobby Sac's jam, right?

NTRSO.


iirc. Same idea.

 

[Sand]

I hope you guys like the color red. I don't see how we end up green today. Current odds are 60/40 for a 50 point cut. I just don't see the Fed doing that. I expect a pedestrian 25 and the street is gonna have a little tantrum over that.

And we certainly won't get the 75 point cut that some of those senators wanted.

(Now let's see how wrong I can possibly be).

 

[beef]

I'm expecting the same. 25 point cut, markets go red. A little overreaction. Add on some dips for the LT.

I'm thinking I'll trim some of my ST plays in up on before the announcement.

 

[culdeus]

Is a 25 vs 50 that big a deal at the current environment? Won't that be offset somewhat by currency moves?

 

[kevzilla]

Is there a way I could bet pizza money on 25 bps at every meeting through 2025?

 

[FreeBaGeL]

Is there a way I could bet pizza money on 25 bps at every meeting through 2025?

Polymarket is about the only place I know to bet on this but it is difficult to access if in the US.

Fwiw poly had 50bps cut at around a 70% chance yesterday and now down to about 40%. I agree it will likely only be 25 and betting markets seem to be moving that way as well.

 

[FreeBaGeL]

Wow it's 50, and another 50 expected before end of year, and another 100 next year.

 

[General Malaise]

Gold went from flat to up $15

 

[Desert_Power]

 

[Todem]

3 stocks recommended in this thread:

BLDP

NARI

EVFM

my 3 worst positions since purchase, any thoughts on them?

NARI is trading about half price from where it was in August 2021. I recall the first few months of trading of that name and it doubled, at least, in that time. So it's trading at a massive discount to its highs and right around its IPO price in the 40s. I also recall someone on this board pimping NARI as best in class or as the outfit that everyone used for their _____ needs (some kind of medical devices). I'd like to see them make a profit, which they don't, but still wondering if NARI is buyable now that it's back at its IPO levels.

While I'm here: BLDP--I keep accumulating as it goes down, especially in the last few months when it looks more likely that someone who is pro alternate-energy could be in the White House. I bought 500 more at $1.70 recently. As todem preaches, it is a long term play and I'm not counting on it paying off but I like the space.

I give a master list in here I don't know how many times...and one guy buys the one stock I said is the highest risk......what happened to the other 50 I have talked about in here and have done extremely well. LOL.

Anyway......good luck JetMaxx.

 

[General Malaise]

3 stocks recommended in this thread:

BLDP

NARI

EVFM

my 3 worst positions since purchase, any thoughts on them?

NARI is trading about half price from where it was in August 2021. I recall the first few months of trading of that name and it doubled, at least, in that time. So it's trading at a massive discount to its highs and right around its IPO price in the 40s. I also recall someone on this board pimping NARI as best in class or as the outfit that everyone used for their _____ needs (some kind of medical devices). I'd like to see them make a profit, which they don't, but still wondering if NARI is buyable now that it's back at its IPO levels.

While I'm here: BLDP--I keep accumulating as it goes down, especially in the last few months when it looks more likely that someone who is pro alternate-energy could be in the White House. I bought 500 more at $1.70 recently. As todem preaches, it is a long term play and I'm not counting on it paying off but I like the space.

I give a master list in here I don't know how many times...and one guy buys the one stock I said is the highest risk......what happened to the other 50 I have talked about in here and have done extremely well. LOL.

Anyway......good luck JetMaxx.

At least you didn't come in here recommending cobalt stocks.

 

[Todem]

3 stocks recommended in this thread:

BLDP

NARI

EVFM

my 3 worst positions since purchase, any thoughts on them?

NARI is trading about half price from where it was in August 2021. I recall the first few months of trading of that name and it doubled, at least, in that time. So it's trading at a massive discount to its highs and right around its IPO price in the 40s. I also recall someone on this board pimping NARI as best in class or as the outfit that everyone used for their _____ needs (some kind of medical devices). I'd like to see them make a profit, which they don't, but still wondering if NARI is buyable now that it's back at its IPO levels.

While I'm here: BLDP--I keep accumulating as it goes down, especially in the last few months when it looks more likely that someone who is pro alternate-energy could be in the White House. I bought 500 more at $1.70 recently. As todem preaches, it is a long term play and I'm not counting on it paying off but I like the space.

I give a master list in here I don't know how many times...and one guy buys the one stock I said is the highest risk......what happened to the other 50 I have talked about in here and have done extremely well. LOL.

Anyway......good luck JetMaxx.

At least you didn't come in here recommending cobalt stocks.

LOL.....we need our laughing emoji back....WTF kind of decision was that!!!!! What is wrong!!! We are mostly Gen X'ers in here........we don't care.

 

[Sand]

(Now let's see how wrong I can possibly be).

Yep, like totally, utterly wrong.

I'll see myself out.

 

[SFBayDuck]

Gold went from flat to up $15

It gets no attention, but GLD has beaten SPY over 6M, YTD, 1 YR, 2 YR...and since inception in late 2004! If you look at total return (dividends reinvested), then the SPY comes out on top over the past 20 years, but not by much. I don't own it for outperformance, I own it for the diversification. And it can go nowhere for a long time, like it did from 2013-2020. But when it's working, it gives you more than just that diversification.

 

[Desert_Power]

3 stocks recommended in this thread:

BLDP

NARI

EVFM

my 3 worst positions since purchase, any thoughts on them?

NARI is trading about half price from where it was in August 2021. I recall the first few months of trading of that name and it doubled, at least, in that time. So it's trading at a massive discount to its highs and right around its IPO price in the 40s. I also recall someone on this board pimping NARI as best in class or as the outfit that everyone used for their _____ needs (some kind of medical devices). I'd like to see them make a profit, which they don't, but still wondering if NARI is buyable now that it's back at its IPO levels.

While I'm here: BLDP--I keep accumulating as it goes down, especially in the last few months when it looks more likely that someone who is pro alternate-energy could be in the White House. I bought 500 more at $1.70 recently. As todem preaches, it is a long term play and I'm not counting on it paying off but I like the space.

I give a master list in here I don't know how many times...and one guy buys the one stock I said is the highest risk......what happened to the other 50 I have talked about in here and have done extremely well. LOL.

Anyway......good luck JetMaxx.

You definitely always mentioned this one had a lot of risk.

 

[identikit]

(Now let's see how wrong I can possibly be).

Yep, like totally, utterly wrong.

I'll see myself out.

Not so fast....

 

[Todem]

Aggresive move from the Fed today and they are guiding another .50 basis points in December and a full 100 basisi points by year end of 2025 to be shaved off.

Pretty much how we saw it for a while.....dovish and it should help the car industry next year because right now it is dead.

They will still have arrows in the quiver in case of a moderate to harsh recession (I think we are already in a mild one in some areas of the economy).

By year end 2025 they will have reduced the Federal Deficit's debt service by a trillion dollars in interest.

But notice neither side ever talks about this "spending" problem we have?

That is the 800 pound gorilla in the room and I have discussed this at length with clients. That is the one thing that gives me concern looking out 18-24 months. This is completely unsustainable for our free market economy. And it's not a revenue problem. It's a spending problem. They need to cut all the ear marks down and get back to fiscal sanity....or we may be in bigger trouble than anyone understands in a couple of years.

Anyway sorry to get a little political....but this will affect the markets inside 18-24 months if we simply do not address it.

 

[Sand]

Aggresive move from the Fed today and they are guiding another .50 basis points in December and a full 100 basisi points by year end of 2025 to be shaved off.

50 now and the cavalcade of cuts later means the Fed has started way too late and is completely off course. Not surprising, but disappointing.

 

[Todem]

Aggresive move from the Fed today and they are guiding another .50 basis points in December and a full 100 basisi points by year end of 2025 to be shaved off.

50 now and the cavalcade of cuts later means the Fed has started way too late and is completely off course. Not surprising, but disappointing.

Have they ever been on time? Serious question.

 

[SFBayDuck]

Aggresive move from the Fed today and they are guiding another .50 basis points in December and a full 100 basisi points by year end of 2025 to be shaved off.

50 now and the cavalcade of cuts later means the Fed has started way too late and is completely off course. Not surprising, but disappointing.

Have they ever been on time? Serious question.

They don't forecast they only look, and act, on backward-looking data. So they're always late acting in either direction.

 

[fruity pebbles]

Aggresive move from the Fed today and they are guiding another .50 basis points in December and a full 100 basisi points by year end of 2025 to be shaved off.

50 now and the cavalcade of cuts later means the Fed has started way too late and is completely off course. Not surprising, but disappointing.

Have they ever been on time? Serious question.

They don't forecast they only look, and act, on backward-looking data. So they're always late acting in either direction.

They don’t really do anything but follow the bond market anyways. 2 year is telling them they’re way late.

 

[Stoneworker]

The bond market is more bearish than the Fed...and the Fed is more bearish than the stock market.

Somebody's going to be wrong

 

[Todem]

Quite frankly…..when you have a long term outlook…..it is all noise.

 

[Sand]

Quite frankly…..when you have a long term outlook…..it is all noise.

Don't sweat the small stuff noise. It's all small stuff noise.

 

[Orange&Blue]

Sold some of my Vanguard (VTI) at it's all time high today as long term capital gains (115% cost basis). Money is for my kids car and the wife/my Roth IRA contributions for the year. Should I go ahead with the IRA purchases or wait?

 

[identikit]

Hang on tight, guys.....

*Just trying to take the heat/pressure off of my gb @Sand

 

[Mitchie]

The bond market is more bearish than the Fed...and the Fed is more bearish than the stock market.

Somebody's going to be wrong

Someone is always wrong, that's what makes a market.

 

[The Man With No Name]

Sold some of my UWMC. Still have 140@ $3.93

 

[Sand]

Hang on tight, guys.....

*Just trying to take the heat/pressure off of my gb @Sand

Would have laughed emoji.

 

[The General]

Start your engines.

 

[Capella]

I like when you’re having a green day and you look a few hours later and it’s even MORE green.

 

[⚡DEADHEAD⚡]

Nice to see CEG and EXC rebound in the last couple weeks or so. Man what a winner this was/is.

 

[General Malaise]

Why did I ever sell OKE?

 

[culdeus]

How am I this rich?

 

[The General]

How am I this rich?

Stonks were good today!!

 

[culdeus]

Ya know 10-12 years ago I would sweat a $50 3 team teaser. Now a 25k + day gets a yawn.

 

[fruity pebbles]

It's almost time to 3x short using $SPXU, $SQQQ and $SDOW

Update?

 

[Capella]

Ya know 10-12 years ago I would sweat a $50 3 team teaser. Now a 25k + day gets a yawn.

Lol sometimes I make a 15 dollar bet and get annoyed by it and then realize I gamble more than that by a large amount in the market every day.

 

[⚡DEADHEAD⚡]

Nice to see CEG and EXC rebound in the last couple weeks or so. Man what a winner this was/is.

Todem, mad respect.

 

[Peggy]

Ya know 10-12 years ago I would sweat a $50 3 team teaser. Now a 25k + day gets a yawn.

Lol sometimes I make a 15 dollar bet and get annoyed by it and then realize I gamble more than that by a large amount in the market every day.

It puts me getting mad at the wife for buying $20 crap from Amazon every damn day into perspective.

 

[SFBayDuck]

Nice to see CEG and EXC rebound in the last couple weeks or so. Man what a winner this was/is.

Todem, mad respect.

Eh, I'm only up 660% on CEG.

 

[⚡DEADHEAD⚡]

CEG is up a lot today due to planned restart of Three Mile Island.

Power for AI is modern day's shovels for the gold rush. What are the best investments from this angle? What power companies should we be investing in? I think we're at just the beginning.

Gonna need nuclear too...

 

[Desert_Power]

Nice to see CEG and EXC rebound in the last couple weeks or so. Man what a winner this was/is.

Todem, mad respect.

Eh, I'm only up 660% on CEG.

Only 427% here

 

[⚡DEADHEAD⚡]

630% in one, 585% in another for CEG anyway. Not sure how the CEG/EXC spinoff changes calculation, as well as a later purchase of EXC at $38.15.

 

[identikit]

CEG is up a lot today due to planned restart of Three Mile Island.

Power for AI is modern day's shovels for the gold rush. What are the best investments from this angle? What power companies should we be investing in? I think we're at just the beginning.

Gonna need nuclear too...

I like VST

Vistra Corp - Wikipedia

en.wikipedia.org

Vistra Corp (VST) Stock Price & News - Google Finance

Get the latest Vistra Corp (VST) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions.

www.google.com

 

[SFBayDuck]

Nike replaces their CEO, nice little jump today (I don't own it, but I know it's talked about in here).

 

[⚡DEADHEAD⚡]

Seems like I've seen this story before. I got a feeling CEG will bump again on Monday after people pick this story up over the weekend.

 

[Sand]

Nice to see CEG and EXC rebound in the last couple weeks or so. Man what a winner this was/is.

Todem, mad respect.

And, for sure the XLU call. I'm coming up to a year of purchasing that after Todem mentioned it was really dumping and it's up 44% this last year. That's kind of crazy to think about for a basket of utility stocks.

 

[SFBayDuck]

Nice to see CEG and EXC rebound in the last couple weeks or so. Man what a winner this was/is.

Todem, mad respect.

And, for sure the XLU call. I'm coming up to a year of purchasing that after Todem mentioned it was really dumping and it's up 44% this last year. That's kind of crazy to think about for a basket of utility stocks.

They had a segment earlier today on CNBC about the outperformance of utilities. SELL! SELL! SELL!

 

[Harry Frogfish]

CEG is up a lot today due to planned restart of Three Mile Island.

Power for AI is modern day's shovels for the gold rush. What are the best investments from this angle? What power companies should we be investing in? I think we're at just the beginning.

Gonna need nuclear too...

Thinking similarly, I watched some tech guy go through his list of companies that will do the "cooling" of these data centers. Each had their pitfalls among their processes and I guess the (his) short term goal was owning quite a few of them. Or at least doing so until it becomes more clear what direction the biggies will be going in all this.

For a simple example of pitfalls, companies that use liquid or gel for cooling were constrained by the sheer amount of weight it takes to do so. Basically, that type of process could not be used in higher buildings, due to the weight. So clearly, those types of centers needed tons of land to spread out over. Lateral instead of vertical, duh. Again, very simply stated and only one example but it was an interesting topic which seemed to be in somewhat of a nascent stage, to a degree anyway. Thus the intrigue.

In the end, he of course threw out some names and I added them to a watchlist but will have to go back and look at who they were. Can't remember one, ha!

I assume someone here will be able to post the major players. Actually, I'm sure they have already. Would like to see that again.