Dezbelief
Footballguy
The 15% is fact
The rest is IMO.
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Stock Thread (12 Viewers)
- Thread starter St. Louis Bob
- Start date
The rest is IMO.
Sand
Footballguy
On zero news. No clue.
Nathan R. Jessep
Footballguy
what I found most interesting is that one Fed member actually called for a rate HIKE
I am guessing bc they see the writing on the wall about inflation continuing to rise. Regardless, S&P train rolls on!
Nathan R. Jessep
Footballguy
The Z Machine
Footballguy
AMD getting whacked before the open. Ugh... maybe this one will turn out better than my QCOM purchase where I couldn't stomach the downward trend.
Guess I'm a long term holder now?
Guess I'm a long term holder now?
That is very interesting to me. My take: the FOMC voted to lower rates because of the relentless prediction that they would and due to other non-economic pressures (ie, covering their own backside.). The big-boy move should have been to stand pat or even raise rates because of how damaging inflation can be. So damaging, in fact, that the wiser move is to allow the economy to contract and fall into recession rather than to stoke inflation. More sugar for the time being just makes the crash all that much bigger down the road. I’m buying real estate. And I’m curious if the dissenter is known and whether they will be paddled.what I found most interesting is that one Fed member actually called for a rate HIKE
The Z Machine
Footballguy
Dude, I picked them and RKLB in back to back FFA Stock Pick competitions. I was a few YEARS early!
Sand
Footballguy
I had IONQ at $9 years ago and gave up on it. Whoops.
The Z Machine
Footballguy
It's up 70% in 6 months. I hope you bought in back then!
Sparky Polastri
Footballguy
I thought the one "no" vote was from a guy who wanted .5 instead of .25 decrease.what I found most interesting is that one Fed member actually called for a rate HIKE
beef
Footballguy
my position is up 250%. I loaded up when it was under $10. I've already taken profits twice.
ericttspikes
Footballguy
INTC up nearly 30% after the US government takes a stake. Free market, lol.
Sand
Footballguy
Just wanted to pop in and say that this ETF (effectively half exposure to the market) is trouncing the S&P. At least for now. I'm going to keep feeding this beast for a while to see where it goes.
Sand
Footballguy
NVDA stake had nothing to do with this? Or is the US govt. the money behind the NVDA money?
You are correct. So nobody is wearing the big-boy pants. Not making me feel any better. Who's up for a bigger dose of inflation? Ok, buying real estate and more gold.I thought the one "no" vote was from a guy who wanted .5 instead of .25 decrease.what I found most interesting is that one Fed member actually called for a rate HIKE
Dude wanted a 50 basis point drop
beef
Footballguy
NVDA > US Gov
urbanhack
Fight The Power!
It's both and now both deals overlap?
beef
Footballguy
inflation is so 2024. no one cares anymore.You are correct. So nobody is wearing the big-boy pants. Not making me feel any better. Who's up for a bigger dose of inflation? Ok, buying real estate and more gold.I thought the one "no" vote was from a guy who wanted .5 instead of .25 decrease.what I found most interesting is that one Fed member actually called for a rate HIKE
Dude wanted a 50 basis point drop
beef
Footballguy
Gov got involved in INTC from the Chips Act 2022 and it still sucked. More involvement this year and more of the same. This is mostly NVDA power imo.
ericttspikes
Footballguy
It's a slippery slope. The stuff going on now is like Gazprom. The US government should't be owning private companies IMO.
Sand
Footballguy
This is what (I'd hope) most folks pretty much do in here. The single stock stuff we talk about in here is gambling money (i.e. small stakes).
My account I play with single stocks in here literally comes from what I made in Party Poker, etc. Once the UIGEA hit I took it all out and started playing here. But still, its a small amount compared to my retirement stuff.
Good news is that trading is pretty frictionless, so a small account is all you need to play if you choose.
Sparky Polastri
Footballguy
I thought it odd that no one mentioned the alleged complete 180 on tariffs in the latest round of EOs just a couple weeks ago (when the markets started going up again). It was signed with little fanfare, but it's relatively clear it was taken as a positive sign by the markets. I only say "alleged" here because I have not read the ENTIRE EO. But I read about 80% of it and all of it falls under that classification IMO.You are correct. So nobody is wearing the big-boy pants. Not making me feel any better. Who's up for a bigger dose of inflation? Ok, buying real estate and more gold.I thought the one "no" vote was from a guy who wanted .5 instead of .25 decrease.what I found most interesting is that one Fed member actually called for a rate HIKE
Dude wanted a 50 basis point drop
Desert_Power
Footballguy
Colette Kress EVP & CFO
This keeps us on track with our pace of an annual product cadence and continuous innovation across compute, networking, systems, and software. In late July, the US government began reviewing licenses for sales of h 20 to China customers. While a select number of our China based customers have received licenses over the past few weeks, we have not shipped any h 20 based on those licenses. USG officials have expressed an expectation that the USG will receive 15% of the revenue generated from licensed h 20 sales. But to date, the USG has not published a regulation codifying such requirement.
https://finance.yahoo.com/quote/NVDA.SN/earnings/NVDA.SN-Q2-2026-earnings_call-351238.html
Runkle
Footballguy
I'll second this. There's nothing wrong with mutual funds. Broad-based funds that capture large sections of the market in one wide swath are great. Probably 85% of my portfolio is funds of various types. It assures I keep my allocations in order and my risk profile in check. Only a small portion is individual stocks.
My only beef with mutual funds is the cost. Often a low-cost index ETF performs just as well at a fraction of the cost.
Pigskin Fanatic
Footballguy
TGT hit its 52wk low a few months ago and now it's flirting at that level again. it's been a good short term trade stock and been on that ride a few times over the last couple of years. It always seems to spike leading up to Thanksgiving and then bottoms out during the peak of the year end holidays. Tempted to get in again for a quick ride, any thoughts from the pros?
Sand
Footballguy
401k - no choice, usually.
General Malaise
Footballguy
We had a call with the CEO of HGRAF today. 
This is going to be a squirrelly trader but I think there's some forward, near-term catalysts that should be announced before year-end that might really put a bid into the stock. Nothing that she could disclose right now, but is very much aware that it's time to show some sources of revenue; steady sources and practical uses for their product. The guy on Twitter who has been pimping this stock like mad and visited operations wanted a job with the company and was told 'no'. That's a good thing. He's a loose cannon and I'm not sure he did the company any favors. Quite the contrary, I think he called attention to short sellers who wanted to pick a fight. The CEO was caught in the crosshairs and what an ugly campaign they waged on her (accused her of being an OF model, etc). Gross. She's not. We did have to ask, though.
Anyhow, I'm still holding and might add on strength.
How about Antimony and Tungsten? Damn man....why can't we get tin in on this sweet action?
This is going to be a squirrelly trader but I think there's some forward, near-term catalysts that should be announced before year-end that might really put a bid into the stock. Nothing that she could disclose right now, but is very much aware that it's time to show some sources of revenue; steady sources and practical uses for their product. The guy on Twitter who has been pimping this stock like mad and visited operations wanted a job with the company and was told 'no'. That's a good thing. He's a loose cannon and I'm not sure he did the company any favors. Quite the contrary, I think he called attention to short sellers who wanted to pick a fight. The CEO was caught in the crosshairs and what an ugly campaign they waged on her (accused her of being an OF model, etc). Gross. She's not. We did have to ask, though.
Anyhow, I'm still holding and might add on strength.
How about Antimony and Tungsten? Damn man....why can't we get tin in on this sweet action?
Klimtology
Footballguy
Crazy to get back in now?
The Z Machine
Footballguy
You need to go for some Options, bro. That's where the action is! #gambol
Piggy-backing Sand's comments about 'gambling money', I'm gonna sell some old stuff (BLMN, MGM, CZR) and have about $1,000 to play with. Will dip into HGRAF, but was wondering if there are any other AI or Quantum stocks that could be lottery picks if things go right for them. Thanks.
Bossman
Footballguy
I was brand new in here once myself. I remember posting something to the effect of "How about this AMZN stock? Seems like they have a lot of memberships and they'll probably get more" ... needless to say, the snickers from the group with responses like "Ya think?".
When I started out investing in individual stocks, I invested in what I considered "blue chip" companies. Amazon, Google, Microsoft, etc. All pretty safe bets to get my feet wet.
Don't do it if you're going to stress over the stock market dropping and your account going down ... sometimes significantly. Like others said, use "play money".
After playing with a bunch of stocks, trying to time the market, some options trading, and failing more than succeeding, I've now got to the point where most of my non-retirement investing is Vanguard index funds. VGT & VCR. Let the fund managers do the buying and selling while you sit back, relax, and reap the rewards.
I recommend Vangard for set it and forget it investing ... or Etrade if you want to try buying and selling.
The Z Machine
Footballguy
I opened a brokerage account this year as I had some extra cash that I wanted to get more than 4% on. It's pretty easy to get started and quite fun, especially if the market continues the bull run.
I was joking about options trading. That's pretty much straight up gambling IMO. Think about the time horizon you have to invest. Is this a 1 year thing until you need the money for a house reno? Or is this a 20 year thing where you want to supplement your retirement? Or do you just want to gamble without the stigma of going to a casino and seeing the (other) degens?
I was joking about options trading. That's pretty much straight up gambling IMO. Think about the time horizon you have to invest. Is this a 1 year thing until you need the money for a house reno? Or is this a 20 year thing where you want to supplement your retirement? Or do you just want to gamble without the stigma of going to a casino and seeing the (other) degens?
This is why I never advise people to get completely out. It is very difficult to pick a spot to get back in. Time in the market, not timing the market.Crazy to get back in now?
identikit
Footballguy
We had a call with the CEO of HGRAF today.
This is going to be a squirrelly trader but I think there's some forward, near-term catalysts that should be announced before year-end that might really put a bid into the stock. Nothing that she could disclose right now, but is very much aware that it's time to show some sources of revenue; steady sources and practical uses for their product. The guy on Twitter who has been pimping this stock like mad and visited operations wanted a job with the company and was told 'no'. That's a good thing. He's a loose cannon and I'm not sure he did the company any favors. Quite the contrary, I think he called attention to short sellers who wanted to pick a fight. The CEO was caught in the crosshairs and what an ugly campaign they waged on her (accused her of being an OF model, etc). Gross. She's not. We did have to ask, though.
Anyhow, I'm still holding and might add on strength.
How about Antimony and Tungsten? Damn man....why can't we get tin in on this sweet action?
As always thanks for your info/insight.
Hoping there will be a decent dip so I can jump back in
I'll be the dissenting voice. Mutual funds and indexes just mean I'm including inferior stocks. Merck is in the SP500. It trades below it's 2001 price. Ditto Ford, nothing since the 90s. Why do I want to own them.
I currently have a position in 80+ stocks (after a recent trim). Many of the speculative names here are under 0.5%. Even quality stocks endorsed by Todem I try to keep at 3%. or less. Now I will exceed that threshold for quality growth stocks like NVDA and Amazon, but I will also take profits when they pop. Your biggest advantage as a retail investor is being able to be nimble and use common sense. Also remember that most hedge funds are losing out to the market more than 9 out of 10 times. The pros aren't pros because they can pick stocks, they are pros because they can convince joes to give them money to invest.
Nathan R. Jessep
Footballguy
I thought the one "no" vote was from a guy who wanted .5 instead of .25 decrease.what I found most interesting is that one Fed member actually called for a rate HIKE
You are correct. So nobody is wearing the big-boy pants. Not making me feel any better. Who's up for a bigger dose of inflation? Ok, buying real estate and more gold.I thought the one "no" vote was from a guy who wanted .5 instead of .25 decrease.what I found most interesting is that one Fed member actually called for a rate HIKE
Dude wanted a 50 basis point drop
You're right, sparky that was the official vote. But look at the dot plot in pec's link above. One of the members plotted a rate hike (that's the blue dot at the top of the 2025 tree. The next row says 5 members expect no more cuts this year. Then 2 are saying 1 more cut this year. Then 9 saying 2 more cuts this year. Then Miran at the bottom on an island of impossibility, but making a statement.
Nathan R. Jessep
Footballguy
Similar here. I've had a Fidelity account for a few years but finally putting it to use. I opened a Schwab account to dabble in options, but it will be small stuff only until I learn the system a little better. I've taken a couple of courses on it, just need to execute. I've been trading crypto for a couple of years, which has taught me the mechanics of trading, but expanding to more stable investment assets now. Still trading crypto on the side bc it's fun, but this is more long term investment stuff for me, but side money, as I have a retirement account through work.
Orange&Blue
Footballguy
Bought 10k of American Express in 2020 but was afraid to buy more. Dang it.
kevzilla
Footballguy
Update: It does not appear that I ever entered this order. Huh. Let's make some money!
Pipes
Footballguy
I'd recommend putting a reasonable amount you can afford in an E*trade account and start small. Whenever you have some extra cash add to it and pick some stocks you like or if you're not sure off Todem's list that he periodically puts out there. As you follow this thread and your stocks you'll pick up some things and hopefully make some money.
odin33
Footballguy
I lurked in here for awhile and just started reading. Pretty much everyone in here (save for Klimtology- TY ignore function) knows more than I do about this stuff, but that isn't stopping me from trailing them in some cases while I continue to read and start researching specific things I want to understand more. Great group of folks who are trying to help each other out, bounce ideas, learn, etc. Had I continued to stick my head in the sand I would be up 4.6% YTD, thanks to this thread I'm up 14.4%
The whole FBG community as a whole is just flat out special.
Desert_Power
Footballguy
YTD S&P 500 TR was 13.83% through yesterday.
odin33
Footballguy
Understood. My situation was a bit unique as my wife inherited a smattering of stocks in an IRA, and was given MCD back in the 90s and always just re-invested and nothing else.
It's not necessarily bad to just have funds. However, you do need to keep fees in mind. A fund with a 2% fee is going to suck $2,000 out of every $100,000 every damn year.
There are plenty of funds/etfs out there with significantly lower fees, and if you don't know better, you are perfectly fine using something like FXAIX with a 0.015% expense ratio. You will PROBABLY beat 95%+ of other funds out there just due to the lower expenses.
Personally, I have put a lot of time and effort into my portfolio over the years. I am very diligent about reporting, making a plan, reviewing the plan and sticking to the plan.
I have made plenty of mistakes over the years, but I have also had a lot of big wins.
Just for perspective, my actively managed portfolio (by me), has beat the S&P 6 of the last 7 years, and on track again this year. That sounds great, but it comes with a caveat, and that is increased risk. Schwab has some pretty neat tools to determine portfolio performance and risk and well, I'm on the outer edge on risk. I can live with that. Others cannot.
This is just my brokerage account mind you. My 401K's and primary IRA are 75%+ Index funds. I still manage those a little bit, but just with blue chips.
Get a feel for your investment goals and risk thresholds. Start an account with what you are comfortable playing around with and go from there.
There are 5,000+ stocks to choose from, so no one can really own them all individually.
And there are now more ETF's than stocks to choose from, so the investing universe is vast and overwhelming. Don't try to research every single stock of fund. Pick a few, and dig into them deeply.
And g'luck
