Netflix has to be the best, it just has to be
Printable View
Netflix has to be the best, it just has to be
[QUOTE=Gohan;14302296]Netflix has to be the best, it just has to be[/QUOTE]
I agree with you but it's too high for me to get in. I'm not a fan of partial shares or I would.
MMED tomorrow btw.
Under Armor is so damn undervalued, it's ridiculous
Fantastic 5-10 year investment. Getting it so cheap right now.
Perspective: Nike is $131 a share while Under Armor is less than $20 a share.
[QUOTE=Draz;14302303]I agree with you but it's too high for me to get in. I'm not a fan of partial shares or I would.
MMED tomorrow btw.[/QUOTE]
Why aren't you a fan of partial shares? That doesn't make any sense
buy steel & copper stocks.
Wingstop has been in my monthly buy for a while now.
Thinking it might be time to prepare for dips to come. I think we are too up and growing too much to be sustainable. Perhaps slash the big gainers into cash. Typically you want 10-15% of your portfolio in cash -- it might be time to raise that up to 25%, idk.
I personally wouldn't sell stocks like Microsoft, Apple, Google, Amazon, etc. Certain companies you want to hold for very long time and let dividends build. Any shaky company, be very careful. Think it might be time to unload some of them.
Fcking fell asleep so I couldn't sell when I was up 170% on MVIS. Sold at 100%. **** me
[QUOTE=Draz;14303105]Fcking fell asleep so I couldn't sell when I was up 170% on MVIS. Sold at 100%. **** me[/QUOTE]
Limit order
[QUOTE=bladefd;14303003]Thinking it might be time to prepare for dips to come. I think we are too up and growing too much to be sustainable. Perhaps slash the big gainers into cash. Typically you want 10-15% of your portfolio in cash -- it might be time to raise that up to 25%, idk.[/QUOTE]
15% in cash is ridiculous.
Time in the market beats timing the market.
Lump sum beats dollar cost averaging 66% of the time.
[QUOTE=bladefd;14303008]I personally wouldn't sell stocks like Microsoft, Apple, Google, Amazon, etc. Certain companies you want to hold for very long time and let dividends build. Any shaky company, be very careful. Think it might be time to unload some of them.[/QUOTE]
Google and Amazon don't have dividends.
Where are you getting your investing advice from? :lol Whoever it is. Stop getting it from them.
And what companies are "shaky?" We could very well be in a bull run for another 1.5 years, the government simply won't let the economy fail anymore.
[QUOTE=TheCorporation;14303260]We could very well be in a bull run for another 1.5 years, the government simply won't let the economy fail anymore.[/QUOTE]
yep...we could be in a bull run for another decade, that's what happened after the Obama bail out in 2008, market went up all the way to covid.
[IMG]https://cdn.statcdn.com/Infographic/images/teaser/21760.jpeg[/IMG]
[IMG]https://1.bp.blogspot.com/-N7nV6XN-Irs/YHg1JpWKIDI/AAAAAAAA47Y/90dSOC_sofQWLdLBQ4TbrYHWCnWi0EUAQCLcBGAsYHQ/s977/RetailYoYMar2021.PNG[/IMG]
Impossible to predict the market, but the way I'm looking at it is that Roaring 20s 2.0 is just getting started. We have NEVER seen this much money dumped on us, and because of that we should expect the market to do things we have never seen before. These are not normal times.
The combination of coming out of a pandemic mixed with lots more cash is causing a retail explosion that could last - who knows how long.
The wild cards are inflation and jobs numbers. Although there are no meaningful inflation numbers yet, IMO we are seeing inflation right now in the stock market. This market was jolted up and I don't think it will ever go back down to what it used to be, those days are gone, there is simply too much money in circulation.
Jobs?...jobs are still down from pre-covid days like ~8m jobs or something and I'm starting to think some of that might be permanent. As in businesses have realized they don't need some of these people and can just do shit online or whatever, and that is just here to stay. If jobs don't regain, I could see that causing panic.
I'm am still investing as though the DOW is going to hit $40k within a short time, but I expect some bumps here and there, human panic does what it does and there will be a little panic here and there. I always try to have around 10% in cash on hand, if you want to at least try to get aggressive with things you need to have cash on hand. Dumping everything into the market and never looking back is a safe and fine tactic, nothing wrong with that, but that isn't something people like Buffett would do.
[QUOTE=PullupJay;14302615]Under Armor is so damn undervalued, it's ridiculous
Fantastic 5-10 year investment. Getting it so cheap right now.
Perspective: Nike is $131 a share while Under Armor is less than $20 a share.[/QUOTE]
Quite the opposite. Under Armour is way overvalued, Nike is already priced in. Stock price is not how you measure value. Under Armor forward PE of 62 compare to Nike at 32 when in fact Nike is 33 times more profitable than Under Armour. Nike also has 71% earnings growth yoy last quarter while Under Armour was unprofitable last year and their revenue is negative 2.6 % yoy last quarter. Nike also has loaded with free cash flow with over $4 billion, Under Armour only has 243 millions. Short Term wise , I would short Under Armour before their ER. Long term, could be both good investments.
[QUOTE=bladefd;14303003]Thinking it might be time to prepare for dips to come. I think we are too up and growing too much to be sustainable. Perhaps slash the big gainers into cash. Typically you want 10-15% of your portfolio in cash -- it might be time to raise that up to 25%, idk.[/QUOTE]
More money is pump into the market in the last 5 months than the last 12 years. And that 11 years was the longest bull run in history that was temporary wrecked by covid. Having cash to buy the dips would be prudent but I nibbled and rotated some on Value stocks like Realty Income and Merck. If you dont have the risk tolerance to play GROWTH, the FUD will make you sell. Right now, I can see a lot of overvalued stocks getting corrected after earnings even if they they beat the experts estimate. In essence, earnings becomes an afterthought unless you smashed it like AMD did. The guidance is given more importance and tailwind starts there.