OT: Stock and Investment Thread

Jtung230

Heisman
Jun 30, 2005
19,410
12,560
82
Strength leads to more strength, especially at the end of a year when institutions, hedge funds, and RIAs are chasing to catch up.
All the funds own NVDA already. Everyone and every fund owns NVDA. That’s why it will have a hard time DOUBLING next year. I’m sure the stock can keep performing. We are talking about it doubling in 12 months.
 
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RU05

All-American
Jun 25, 2015
15,209
9,465
113
GM up 9.8% on a big double beat. Up a double from it's lows from last Nov. Still only a 5x P/E.
 

Knight Owl

All-Conference
Jul 27, 2001
3,536
2,580
0
MCD Quarter Pounders linked to e-coli outbreak. Bigly bad for them.
MSFT jumped 2% today for no obvious reason…and thus maintains stonk status.
 
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RU05

All-American
Jun 25, 2015
15,209
9,465
113
Must be taking share from somewhere - indication of sluggish EV sales (Tesla / Rivian)?
Don't think it's a market share issue.

GM's sales through the first half of the year were down. Granted this was a the 3rd qtr, but I think this is more a pricing/margins story.
 

RUAldo

All-Conference
Sep 11, 2008
5,319
3,853
113
MCD Quarter Pounders linked to e-coli outbreak. Bigly bad for them.
MSFT jumped 2% today for no obvious reason…and thus maintains stonk status.
Supposedly just onions not meat, confined to 10 states, and recall successful…wondering if stock rebounds quick…
 

Knight Owl

All-Conference
Jul 27, 2001
3,536
2,580
0
Thinking about MCD…

I was about to pull trigger on ASML at $680 but I blew it. Been keeping eye on it. Too busy day trading OKLO.
Funny but not surprising that QSR (Burger King’s parent) is up 4% after hours while MCD is down 5% after hours. QSR stock is “cheap” and has a dividend yield over 3% and sells at about a 18 PE. QSR also has Popeyes and Tim Hortons.
 
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T2Kplus20

Heisman
May 1, 2007
32,547
20,518
113
$25B in rev's. $739m aint nothing but what not I'd call signifcant either.
Now up +12%.

Made a small move today. In my core/FSI stock basket, sold KLAC (up 30%) and replaced with UNH. KLAC has been a solid stock, but their exposure to China is becoming problematic.
 
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T2Kplus20

Heisman
May 1, 2007
32,547
20,518
113
Interesting thoughts in TSLA's report. Lots of nice FSD revenue and guided up on deliveries:

 

RU05

All-American
Jun 25, 2015
15,209
9,465
113
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RU05

All-American
Jun 25, 2015
15,209
9,465
113
SOFI continues to look great. I think $10 was a break out level. Now at $11. Runway to $15?
 
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