Hey MUGG, ARTDB and I were talking about INTC and IBM just a few weeks ago.. here are my comments;
"" Speaking of "old tech", I took a small flier on INTC a few months ago. This one is much more risky ( than IBM) , but I feel it has much more upward potential if they can get bought out or form a partnership (TSMC & AVGO have been interested suitors), or if they can now get things right on a new vision (AI ?) with their new CEO. This company has been like a rudderless ship ever since they (rightly) fired Gelsinger last year, who really mismanaged the company. This is a turnaround story for sure fraught w/ risk.""
Hey MUGG, ARTDB and I were talking about INTC and IBM just a few weeks ago.. here are my comments;
"" Speaking of "old tech", I took a small flier on INTC a few months ago. This one is much more risky ( than IBM) , but I feel it has much more upward potential if they can get bought out or form a partnership (TSMC & AVGO have been interested suitors), or if they can now get things right on a new vision (AI ?) with their new CEO. This company has been like a rudderless ship ever since they (rightly) fired Gelsinger last year, who really mismanaged the company. This is a turnaround story for sure fraught w/ risk.""
@artdb Thank you ! You as well.. HSY seems like a classic stock that should do well in this type of chaotic Stock Market. And I see it did well today, too, in an otherwise absolutely horrendous day for the Market. Hershey's performance today almost leads me to believe the cocoa (and all/most other ingredients) they use are sourced here in the U.S. And I'm guessing Hershey's market is overwhelmingly located here in the U.S., with a very small minority in foreign markets sales. Don't know if any of this is true or not, but today's price action seems to indicate it may be. Also, chocolate probably benefits from being a "go-to" indulgence when it feels like the world is a little chaotic. I'd stick with it if you already own it...and will probably be a steady winner long-term if you're thinking of buying. It almost feels like a Buffet-like stock that's a long-term winner, been around for decades, and works in both good times and bad.
Addressing cocoa tariffs specifically, Michele Buck, president and chief executive officer of Hershey, said, “As a largely domestic food producer, we are relatively less exposed to tariffs than other industries. That said, the current US levy on cocoa is an exposure that we must manage on top of the cocoa market’s unprecedented recent price swings. Cocoa cannot be grown in the United States and thus, we are engaging with the US government to seek an exemption.”
Trump’s tariffs are going to cost Hershey $200 million this year alone.
@artdb Thank you ! You as well.. HSY seems like a classic stock that should do well in this type of chaotic Stock Market. And I see it did well today, too, in an otherwise absolutely horrendous day for the Market. Hershey's performance today almost leads me to believe the cocoa (and all/most other ingredients) they use are sourced here in the U.S. And I'm guessing Hershey's market is overwhelmingly located here in the U.S., with a very small minority in foreign markets sales. Don't know if any of this is true or not, but today's price action seems to indicate it may be. Also, chocolate probably benefits from being a "go-to" indulgence when it feels like the world is a little chaotic. I'd stick with it if you already own it...and will probably be a steady winner long-term if you're thinking of buying. It almost feels like a Buffet-like stock that's a long-term winner, been around for decades, and works in both good times and bad.
Addressing cocoa tariffs specifically, Michele Buck, president and chief executive officer of Hershey, said, “As a largely domestic food producer, we are relatively less exposed to tariffs than other industries. That said, the current US levy on cocoa is an exposure that we must manage on top of the cocoa market’s unprecedented recent price swings. Cocoa cannot be grown in the United States and thus, we are engaging with the US government to seek an exemption.”
Trump’s tariffs are going to cost Hershey $200 million this year alone.
I like APP (APP Lovin) and NVDA. If you understand covered call writing, there are mutual funds that write calls on indexes. QDTE issues a dividend every week on their covered calls.
I like APP (APP Lovin) and NVDA. If you understand covered call writing, there are mutual funds that write calls on indexes. QDTE issues a dividend every week on their covered calls.
So i listened today that qdte and reits like main and o are all fun and games with a nice dividend but tend to go down therefore sucks if you are young looking for growth?
So many preach schd and I dont see why...
So i listened today that qdte and reits like main and o are all fun and games with a nice dividend but tend to go down therefore sucks if you are young looking for growth?
I for one have never gone into the corner of the market that deals w/ options, covered calls, etc. It's just not for me, but props to those of you that engage in this sort of thing in the market, and do well with it.
I tend to stick w/ the mantras of investing legends like Buffet & Vanguard's John Bogle. Warren Buffet (who actually learned from Charlie Munger) advocated to buy great businesses at fair prices, instead of buying OK companies at ridiculous cheap prices. The point is to step up in quality in the companies that you want to buy (at fair prices). That was part of the thinking in starting this thread ; think of great companies you want to buy at discounts. Those opportunities presented itself just months ago.
John Bogle is the pioneer of index fund investing, and one of his many mantras was , "Don't just do something... Sit there" ! An obvious nod to the fact that the less active you are in the investment world, typically the better you'll do.
I for one have never gone into the corner of the market that deals w/ options, covered calls, etc. It's just not for me, but props to those of you that engage in this sort of thing in the market, and do well with it.
I tend to stick w/ the mantras of investing legends like Buffet & Vanguard's John Bogle. Warren Buffet (who actually learned from Charlie Munger) advocated to buy great businesses at fair prices, instead of buying OK companies at ridiculous cheap prices. The point is to step up in quality in the companies that you want to buy (at fair prices). That was part of the thinking in starting this thread ; think of great companies you want to buy at discounts. Those opportunities presented itself just months ago.
John Bogle is the pioneer of index fund investing, and one of his many mantras was , "Don't just do something... Sit there" ! An obvious nod to the fact that the less active you are in the investment world, typically the better you'll do.
QDTE will outperform the underlying index QQQ in sideways or slowly rising markets. If the market rallies big time in a day, QDTE will be "capped'" at some profit amount.
The only difference between QDTE and QQQ right now was the big record setting day where QQQ gained 10 percent in a day. QDTE was capped at 5 percent do to selling covered calls 5 percent above the QQQ index that day.......The NAV does erodes , but if you reinvest the weekly dividend, you have more shares...so you are hoping for slow erosion or a sideways movement in QDTE while you collect the weekly dividend which is around 1 percent of the amount you invest......
QDTE will outperform the underlying index QQQ in sideways or slowly rising markets. If the market rallies big time in a day, QDTE will be "capped'" at some profit amount.
The only difference between QDTE and QQQ right now was the big record setting day where QQQ gained 10 percent in a day. QDTE was capped at 5 percent do to selling covered calls 5 percent above the QQQ index that day.......The NAV does erodes , but if you reinvest the weekly dividend, you have more shares...so you are hoping for slow erosion or a sideways movement in QDTE while you collect the weekly dividend which is around 1 percent of the amount you invest......
Great stuff, Raiders ! I thought the same about the stocks I had posted earlier, as well. Such a significant uptick in about 6 weeks !
The thing about it is that you didn't need to go diving into more risky stocks when literally everything went on sale. Case in point, I didn't pull the trigger on NKE because I see this stock as having both a tariff risk, as well as a more serious competitive threat that has compressed its market share and growth over the years. That is just an added layer of unknowns to deal with... Contrast that with companies that are market-leading, like NVDA. It's reacted like a coiled spring, as well as many of those tickers symbols you posted.
Great stuff, Raiders ! I thought the same about the stocks I had posted earlier, as well. Such a significant uptick in about 6 weeks !
The thing about it is that you didn't need to go diving into more risky stocks when literally everything went on sale. Case in point, I didn't pull the trigger on NKE because I see this stock as having both a tariff risk, as well as a more serious competitive threat that has compressed its market share and growth over the years. That is just an added layer of unknowns to deal with... Contrast that with companies that are market-leading, like NVDA. It's reacted like a coiled spring, as well as many of those tickers symbols you posted.
I've seen it. ... It's one of the 40 stocks or so on my stock screener..
I hope it continues working out for you ! It was always a small position for me, but other holdings, including UBER, NFLX, CRWD in particular , are roaring here in the just completed first half of the year.
Here's to a profitable 2nd half of the year for all of us.
@artdb
I've seen it. ... It's one of the 40 stocks or so on my stock screener..
I hope it continues working out for you ! It was always a small position for me, but other holdings, including UBER, NFLX, CRWD in particular , are roaring here in the just completed first half of the year.
Here's to a profitable 2nd half of the year for all of us.
Nice job with SYM.. I'm unfamiliar w/ the company, but did a quick read on what they do. Very interesting in this world that seems to be accelerating AI development, and these guys seem to developing products for anyone that has a physical supply chain.
Regarding MRK, Healthcare (in general) is a difficult animal to figure out on a company-specific level. Each company in this sector has its own drugs, pipeline, patent expiration, etc. issues to figure out. It can be quite binary, not as bad as biotech, but the pipeline development of a drug can all go 'poof and hammer a stock's price if Stage Trials don't go well.
I've been in the XLV for over a decade now because I like to spread the risk around. Been a tough performer last few years, but I stick with it because the companies in it are solid, and I'm reasonably confident Healthcare will do well in the long run. The diversification of owning a basket of these medical/drug companies is the way to go IMHO..
@Raiders22
Nice job with SYM.. I'm unfamiliar w/ the company, but did a quick read on what they do. Very interesting in this world that seems to be accelerating AI development, and these guys seem to developing products for anyone that has a physical supply chain.
Regarding MRK, Healthcare (in general) is a difficult animal to figure out on a company-specific level. Each company in this sector has its own drugs, pipeline, patent expiration, etc. issues to figure out. It can be quite binary, not as bad as biotech, but the pipeline development of a drug can all go 'poof and hammer a stock's price if Stage Trials don't go well.
I've been in the XLV for over a decade now because I like to spread the risk around. Been a tough performer last few years, but I stick with it because the companies in it are solid, and I'm reasonably confident Healthcare will do well in the long run. The diversification of owning a basket of these medical/drug companies is the way to go IMHO..
Yessir, the healthcare sector is dicey. But you have to have some in your portfolio to be diversified and for longterm gains. So, I have a few various healthcare ETFs as well. I also have some of the leveraged 3x CURE and will be adding more to it if it holds above 80 for a bit more.
But as far as the stocks I listed for this thread that I was looking at back then to add or buy, MRK has a few things in the works and have been trying to go up. But on things like this I also set a timeframe where I simply have to admit my thesis is wrong — or at least not working on a timeframe I expected. With the things they have going on, I still see them as a great buy for the longterm.
But SYM I see as a fantastic stock all around and anticipate adding quite a bit more.
@Rush51
Yessir, the healthcare sector is dicey. But you have to have some in your portfolio to be diversified and for longterm gains. So, I have a few various healthcare ETFs as well. I also have some of the leveraged 3x CURE and will be adding more to it if it holds above 80 for a bit more.
But as far as the stocks I listed for this thread that I was looking at back then to add or buy, MRK has a few things in the works and have been trying to go up. But on things like this I also set a timeframe where I simply have to admit my thesis is wrong — or at least not working on a timeframe I expected. With the things they have going on, I still see them as a great buy for the longterm.
But SYM I see as a fantastic stock all around and anticipate adding quite a bit more.
It ( precious metals) deserves a greater concentration than most other asset classes in the years ahead. Good for you for getting on board this much earlier than I did. The forces that led me to invest in gold years ago are still present today, and perhaps even moreso with foreign central banks getting in on the gig and " diversifying " their exposure "away" from the U.S,
As I eluded to in the Politics Forum, the bond traders are in control, and they will n when it ( our national debt) has reached its breaking point.
@jpot34
It ( precious metals) deserves a greater concentration than most other asset classes in the years ahead. Good for you for getting on board this much earlier than I did. The forces that led me to invest in gold years ago are still present today, and perhaps even moreso with foreign central banks getting in on the gig and " diversifying " their exposure "away" from the U.S,
As I eluded to in the Politics Forum, the bond traders are in control, and they will n when it ( our national debt) has reached its breaking point.
Hard to believe, but It's been almost exactly one year to the day since I started this thread... Fast Forward to Today, we are mired in War, Crude oil prices are soaring, and S&P Futures prices are currently down 2% here on Sunday. Iran has just appointed the Son of the (killed) Supreme Leader to lead the country, which indicates clearly this regime is not changing its hardline ways anytime soon. Long story short, this war is going to go on with potentially higher crude prices, for some time... longer than first anticipated.
The S&P is " only" down about 6% from its peak , if we include today's future... I wouldn't surprised if this is a particularly tough week for the markets, reaching a drop of 10% ( from the peak) . Panic selling , indiscriminate selling , for longer than just a day or 2 could be on the horizon.
So, Get your shopping list ready now for companies you have been interested in the past, but were just too expensive. There could be some opportunities here in the next few weeks...
Hard to believe, but It's been almost exactly one year to the day since I started this thread... Fast Forward to Today, we are mired in War, Crude oil prices are soaring, and S&P Futures prices are currently down 2% here on Sunday. Iran has just appointed the Son of the (killed) Supreme Leader to lead the country, which indicates clearly this regime is not changing its hardline ways anytime soon. Long story short, this war is going to go on with potentially higher crude prices, for some time... longer than first anticipated.
The S&P is " only" down about 6% from its peak , if we include today's future... I wouldn't surprised if this is a particularly tough week for the markets, reaching a drop of 10% ( from the peak) . Panic selling , indiscriminate selling , for longer than just a day or 2 could be on the horizon.
So, Get your shopping list ready now for companies you have been interested in the past, but were just too expensive. There could be some opportunities here in the next few weeks...
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