All things STOCKS

#17,801
#17,801
mrorange211 said:
I can't invest in PLTR because I fundamentally disagree with what they do. I understand why others do, but I can't for the same reason I don't invest in Phillip Morris and other companies.

Check out $HIMS since the correction. I believe it's the NFLX of medicine in the not so distant future.
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Yeah, I can see how people object to Big Brother.

Bet you own guns?
 
#17,802
#17,802
Jax_Vol said:
Yeah, I can see how people object to Big Brother.

Bet you own guns?
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If it’s not PLTR working the data then it will be somebody else. They were just early to the party after seeing the potential. I see PLTR as a way to make governments and businesses more efficient and more effective.

We don’t want to be stuck in neutral while China is the innovator and industry leader.

They’re kind of like the CIA without being part of government. But also with the ability to market what they do to the private sector.

I worked in radio and TV. There was no way around taking rigid stands while not taking some advertiser’s dollars.
 
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#17,803
#17,803
Thunder Good-Oil said:
If it’s not PLTR working the data then it will be somebody else. They were just early to the party after seeing the potential. I see PLTR as a way to make governments and businesses more efficient and more effective.

We don’t want to be stuck in neutral while China is the innovator and industry leader.

They’re kind of like the CIA without being part of government. But also with the ability to market what they do to the private sector.

I worked in radio and TV. There was no way around taking rigid stands while not taking some advertiser’s dollars.
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Yes. I am a fan boy. Have jumped in and out of the stock several times.

But, yeah...they probably invade people's privacy.

My grandfather sold backwoods booze, so I kinda see both sides.
 
#17,804
#17,804
Jax_Vol said:
Yes. I am a fan boy. Have jumped in and out of the stock several times.

But, yeah...they probably invade people's privacy.

My grandfather sold backwoods booze, so I kinda see both sides.
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I believe that it’s the government invading people’s privacy. Probably while ignoring the 4th Amendment. PLTR is just processing the data for dot gov. If it wasn’t them, our government would be doing the same thing by alternate means.

In the private sector you can thank the attorneys for enabling your data to be gathered. They’ve written the long agreements that everybody with apps, software, or website clicks allows them to gather. PLTR interprets the data.
 
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#17,811
#17,811
Jax_Vol said:
Good!

Wall Street hates surprises. Powell read the expected script. That is very good!!

USA gonna be all right!
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In your opinion do you think they should lower it?..trumps been calling for it for a while now and I can definitely see why..I’m just curious if you think Powell is being over cautious overall. Im just trying to get a feel if the “no change” would hinder any investment bullish trend at any point this summer but I guess “no change “ is good…a lot people now aren’t expecting a fed interest change until September possibly
 
#17,813
#17,813
Jax_Vol said:
Good!

Wall Street hates surprises. Powell read the expected script. That is very good!!

USA gonna be all right!
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Yeah, he's kinda between a rock and a hard place. He reacted based on where we are today. It's a guessing game as to where we'll be soon with tariffs and other changes.
Significant recession: flip a coin.
Stocks: not Powell's mandate.
 
#17,815
#17,815
UTSuave’ said:
In your opinion do you think they should lower it?..trumps been calling for it for a while now and I can definitely see why..I’m just curious if you think Powell is being over cautious overall. Im just trying to get a feel if the “no change” would hinder any investment bullish trend at any point this summer but I guess “no change “ is good…a lot people now aren’t expecting a fed interest change until September possibly
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I can see both sides of that debate and don't have an opinion.

Powell is trying to be calm/steady, and Trump is honestly all over the place with these tariffs.

It is the normal part of how he does business, so we'll just see if it works overall.
 
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#17,817
#17,817
Jax_Vol said:
I can see both sides of that debate and don't have an opinion.

Powell is trying to be calm/steady, and Trump is honestly all over the place with these tariffs.

It is the normal part of how he does business, so we'll just see if it works overall.
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No reason to lower rates right now. Too much uncertainty in trade to be starting a change in monetary policy....
 
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#17,819
#17,819
05_never_again said:
Those who follow the company closely...what is going on with TGT?
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Crushed by shrinking margins and innovative competition. Walmart has really come a long way in the last 2 years, along with expansion of Amazon and Costco into other areas. Anecdotally, my family never shopped at Walmart 2 years ago and we switched a ton of our purchases because the store has innovated their checkout process, still has lower prices, and Walmart + is worth it.
 
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#17,820
#17,820
mrorange211 said:
Crushed by shrinking margins and innovative competition. Walmart has really come a long way in the last 2 years, along with expansion of Amazon and Costco into other areas. Anecdotally, my family never shopped at Walmart 2 years ago and we switched a ton of our purchases because the store has innovated their checkout process, still has lower prices, and Walmart + is worth it.
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Interesting. The TGT lovers in my family still love it; obviously that is anecdotal and was curious as to why they are struggling.
 
#17,821
#17,821
05_never_again said:
Those who follow the company closely...what is going on with TGT?
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Visit one and look around.
Too much stuff. You name it: it's there. OTOH crummy groceries, and other stuff.
Not a lot of customers.
Amazon.
Maybe they have corrected some of the things? I just go to the CVS inside. I look around if I have to wait for a Rx.
4.7% dividend.
 
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#17,822
#17,822
Go aeiou said:
Visit one and look around.
Too much stuff. You name it: it's there. OTOH crummy groceries, and other stuff.
Not a lot of customers.
Amazon.
Maybe they have corrected some of the things? I just go to the CVS inside. I look around if I have to wait for a Rx.
4.7% dividend.
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I go all the time. My wife loves it. The store itself hasn't seemed to have changed it all. There's always been a ton of stuff, some of it a little nicer and upmarket than WMT. That's why I couldn't figure out why they've been struggling.

I get COST eating some of their lunch, especially for stuff like groceries and food. I never shop at WMT, so if their stores are better than they used to be I had no idea.
 
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#17,823
#17,823
05_never_again said:
I go all the time. My wife loves it. The store itself hasn't seemed to have changed it all. There's always been a ton of stuff, some of it a little nicer and upmarket than WMT. That's why I couldn't figure out why they've been struggling.

I get COST eating some of their lunch, especially for stuff like groceries and food. I never shop at WMT, so if their stores are better than they used to be I had no idea.
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I've read that some TGT shoppers have had to move to WMT, $$$
 
#17,824
#17,824
05_never_again said:
I go all the time. My wife loves it. The store itself hasn't seemed to have changed it all. There's always been a ton of stuff, some of it a little nicer and upmarket than WMT. That's why I couldn't figure out why they've been struggling.

I get COST eating some of their lunch, especially for stuff like groceries and food. I never shop at WMT, so if their stores are better than they used to be I had no idea.
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We got a Walmart+ subscription for free when we signed up for an AMEX card a couple years ago. We started trying it out and noticed a significant savings with $$ and time.
 
#17,825
#17,825
UTSuave’ said:
How do you interpret this moving forward everything Wall Street?…not good or bad going unchanged?
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Two edged. A cut signals that employment needs the economy to be stimulated. But a cut would signal that inflation isn’t a concern.

I would like to see rates lower to save a few billion financing the government. But holding off means there’s more ammo to use later.

Kind of a nothing burger. Quite a flip flop from about a year ago when several cuts were anticipated. What’s the consensus now? One cut of about 0.25% expected in 2025?

Housing/construction is a huge segment of the economy and rate cuts there would be beneficial for that industry and workers. But until the supply chain is re-imagined without China being a key component maybe it’s best to slow roll the rate cuts to hold the costs of materials down. I’d reckon that a lot of materials come from Canada (lumber) and Mexico (cement) so getting those trade deals in order before further cuts could keep those prices down. Also, taking a million or more undocumented workers out of the labor force translates to higher costs as well. But we shouldn’t be in position of depending on those workers and companies and managers that knowingly enabled those jobs should be penalized.
 
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