All things STOCKS

[Thunder Good-Oil]

One of the harder stocks to understand for me. P/E in the 20’s yet they are the undisputed leader of the hottest sector in the market and continue to make wheelbarrow loads of money every quarter? Seems like they would support a P/E in the 40’s or higher?

I’m guessing that they are so big it’s challenging to grow from here.

 

[Thunder Good-Oil]

And China. China always disrupts things for US businesses.

 

[05_never_again]

One of the harder stocks to understand for me. P/E in the 20’s yet they are the undisputed leader of the hottest sector in the market and continue to make wheelbarrow loads of money every quarter? Seems like they would support a P/E in the 40’s or higher?

I think that so much of what the market has seen from them, especially over the last 12-18 months but even over the past 2-3 years is priced in. The stock kind of infamously at this point has very tepid reactions to what are incredible earning reports. It's like the market sees the report, goes "Yeah, we knew that" and moves on.

It isn't like the stock is a poor performer though; it's up 21% YTD, handily outperforming the market.

 

[Vol423]

I’m guessing that they are so big it’s challenging to grow from here.

Those 70% projected revenue growth rates are problematic?

 

[Thunder Good-Oil]

Those 70% projected revenue growth rates are problematic?

No, but PE Ratios could always fall to single digits. CMCSA. CHTR. BKNG. BHF. BYD.

 

[Velo Vol]

 

[walkenvol]

View attachment 862177

I don’t understand governmental finance, but paying more interest to service an ever rising national debt seems unsustainable? Interest is now the second largest item in the federal budget behind Social Security at around 20% and 3.3% of GDP. It was 12.5% in 2000. In spite of this, Congress continues to spend money like drunken sailors? Socialism is establishing a foothold within the Democratic party promising more government handouts? Make it make sense

 

[Go aeiou]

I don’t understand governmental finance, but paying more interest to service an ever rising national debt seems unsustainable? Interest is now the second largest item in the federal budget behind Social Security at around 20% and 3.3% of GDP. It was 12.5% in 2000. In spite of this, Congress continues to spend money like drunken sailors? Socialism is establishing a foothold within the Democratic party promising more government handouts? Make it make sense

Trump has no problem increasing national debt. Thought is we are the USA. The rest of the world doesn't care.

U.S. National Debt by President

Compare changes in total U.S. national debt during each presidential administration, with sortable data, source dates, calculation notes, and historical context.

www.us-debt-clock.com

How Much the National Debt Grew Under Trump and Biden

The U.S.’s national debt surpassed $40 trillion for the first time ever this week—more than double what it was a decade ago.

time.com

U.S. Debt by President: Dollar and Percentage

The national debt has increased under most U.S. presidents. Here is how much each president's time in office added to the U.S. debt by percentage and dollar amounts.

www.investopedia.com

 

[JFreak]

Been a great couple of days. Let's see how long this little rally lasts.

 

[05_never_again]

It's interesting to me how much better the energy names trade than the price of crude.

 

[Go aeiou]

Been a great couple of days. Let's see how long this little rally lasts.

Took some profits in 5 stocks today. Just waiting on a significant retreat that might never come. or be so bad that I'm afraid to buy at any price. I don't have the years left to wait through a 3-5 year bear market

 

[Thunder Good-Oil]

People in their 20s and 30s seem to be more interested in gambling than Benjamin Graham, Buffet/Munger, Peter Lynch, or Jack Bogle.

Valuations don’t make a lot of sense right now.

I’m tempted to go 75% or more unmanaged, low fee ETFs. Now, get off of my lawn.

 

[Ernest T. Vol]

People in their 20s and 30s seem to be more interested in gambling than Benjamin Graham, Buffet/Munger, Peter Lynch, or Jack Bogle.

Valuations don’t make a lot of sense right now.

I’m tempted to go 75% or more unmanaged, low fee ETFs. Now, get off of my lawn.

Already there with vti, vxus and bnd (deferred accounts), vteb (taxable).

 

[Go aeiou]

People in their 20s and 30s seem to be more interested in gambling than Benjamin Graham, Buffet/Munger, Peter Lynch, or Jack Bogle.

Valuations don’t make a lot of sense right now.

I’m tempted to go 75% or more unmanaged, low fee ETFs. Now, get off of my lawn.

I've gone more to Vanguard ETFs. Added some 13-18 month CDs.

 

[ndubvols]

I’m in primarily sp500 index funds. Saw an article in fidelity this morning that thought was a decent read. Talks about the outsized performance of the top of the sp500. Feel like this might get more extreme as those have the cash/balance sheet to spend on growth. Will be interesting to see how the cost of capital affects companies, feels like a strong balance sheet is about to matter more now than it has in a long time.

Stock market outlook | The bull market’s new challenge | Fidelity

The bull market remains intact, but higher real interest rates and a rising cost of capital could slow its trajectory That could mean potential returns of 7% or 10% rather than the 20%-plus gains investors have recently experienced.

www.fidelity.com

 

[Jax_Vol]

Took some profits in 5 stocks today. Just waiting on a significant retreat that might never come. or be so bad that I'm afraid to buy at any price. I don't have the years left to wait through a 3-5 year bear market

Smart move! Quite the butt kicking this week.

 

[Velo Vol]

Shifting narrative alert:

 

[Firebirdparts]

I think they struggled a bit to write the headlines today.

 

[05_never_again]

Could be another Leopold situation

 

[Firebirdparts]

What does blown up mean? Is that good or bad? I can't even tell.

The short positions aren't shown, so if that somehow is becoming interesting, I guess the person who typed lol was too dumb to understand what the fund fundamentally is.

Long-only unleveraged funds can never be interesting.

 

[Go aeiou]

What does blown up mean? Is that good or bad? I can't even tell.

The short positions aren't shown, so if that somehow is becoming interesting, I guess the person who typed lol was too dumb to understand what the fund fundamentally is.

Long-only unleveraged funds can never be interesting.

Boring is good! Well if it's making you $

 

[Volnanza]

I just drove 6 hours up 81 and the truck traffic is insane. Bad news if you are driving, but really good news if you are talking about the economy. If we keep the commies out of Washington, then this economy is going to boom pretty soon.