All things STOCKS

#18,076
#18,076
BigOrangeMojo said:
I understand but this line gets blurred quick.

Do you invest in Nike with their labor issues? Or McDonalds with the garbage they sell? Or WalMart for keeping employees on govt assistance? What about big oil? Or MIC? Or big data?

I see what your saying but those lines blur quick...
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I get it. Palantir's work with government agencies, particularly in profiling citizens through integrated data streams, resembles dystopian surveillance systems and risks eroding democratic safeguards. This is currently happening and being directly financed by Thiel. PLTR is working to create a centralized intelligence platform that will be used for political targeting and that's only the beginning. The company's work with entities like Immigration and Customs Enforcement raises the potential for discriminatory practices among others. I don't think they are as bad as Raytheon, but I don't invest in them either.

I don't see Nike or WalMart in the same light as what's described above. Combine the CEO's outlook on AI and centralized data mechanisms for government use, and you have something straight out of a 1980s horror sci-fi movie.
 
#18,077
#18,077
BigOrangeMojo said:
I understand but this line gets blurred quick.

Do you invest in Nike with their labor issues? Or McDonalds with the garbage they sell? Or WalMart for keeping employees on govt assistance? What about big oil? Or MIC? Or big data?

I see what your saying but those lines blur quick...
Click to expand...

I worked in media. The revenue came from advertisers. Some in businesses that I don’t embrace. I don’t consider myself to be a moral degenerate for taking those paychecks for a couple of decades.

I have no issues with anybody choosing to invest or not anywhere they want. But I’m curious about why PLTR’s moral compass is supposedly broken. They aren’t spying on us. They will enable a smaller, more efficient government which in my book is a good thing.
 
#18,078
#18,078
Thunder Good-Oil said:
I said that PLTR provides a service to the government. Same as many other companies. I see nothing wrong with selling software to organize and analyze existing data. I think that it would also be a great idea to hire them to bring IRS software into the 2020s. It would save a lot of money and help shrink the government. No personal shots in that response.

On the other hand:

“Granted, the board would definitely be better if we all aligned to your standards.”

“you choosing to respond to my posts or not (preferable)”
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Neither of those statements are insults. Both are true. You demonstrate this snowflake reaction regularly.

I see nothing wrong with selling software to organize and analyze existing data.
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Nothin wrong "technically" with a crypto dinner either, right? Honestly, it must be exhausting.
 
#18,080
#18,080
I love RTX (no longer Raytheon). They help keep China, NK, Iran, and Cuba in check. The more their technology advances, the risk of collateral damage decreases. They are involved with golden dome types of defense systems. Their missiles target some really bad players. Their satellite surveillance systems save lives. They’re Pratt & Whitney. They sell commercial airliner engines. They might be NASA’s largest contractor.
 
#18,082
#18,082
mrorange211 said:
Neither of those statements are insults. Both are true. You demonstrate this snowflake reaction regularly.


Nothin wrong "technically" with a crypto dinner either, right? Honestly, it must be exhausting.
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“Snowflake reaction”?

“it must be exhausting”

Saying this is true and not an insult is only accurate without the sarcastic tone: “Granted, the board would definitely be better if we all aligned to your standards.”
 
#18,084
#18,084
mrorange211 said:
Bought some $CROX at open. I think they are here to stay and I like their leadership.
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We went to a boat show on the Gulf coast of FL about 20+ years ago. There were a couple of guys with a new shoe they called "Crocs". I tried them on, and they really had no support at all. I didn't say anything, but I didn't expect the company to last very long.
Dumber than I look.
I have some now. A much improved product.
 
#18,085
#18,085
Go aeiou said:
We went to a boat show on the Gulf coast of FL about 20+ years ago. There were a couple of guys with a new shoe they called "Crocs". I tried them on, and they really had no support at all. I didn't say anything, but I didn't expect the company to last very long.
Dumber than I look.
I have some now. A much improved product.
Click to expand...
Go to any school when school starts. All the kids wear them. It's another reason I've bought into CAVA. I invest a lot of times in the things I see around me. CAVA is full every time I go.
 
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#18,086
#18,086
Question for yall. I am looking to diversify my Roth by adding positions with dividends. Right now I’m heavily into Tech/semiconductors etc., as I am fairly young and looking at high growth potential.

I’m looking into REITS for their monthly dividends and to build over time (I’m in my young 30s).

What would yall do in my position? (I know it’s not official trading advice etc etc)
 
#18,087
#18,087
VNQ Vanguard REIT ETF
IYR (iShares)
XLRE (Select SPDR)
ICF (iShares)

American Tower (AMT) wireless/broadcast towers

Crown Castle (CCI) wireless towers

Prologis (PLD) Industrial/warehousing/distribution centers (global footprint)

Ventas (VTR) Healhcare facilities

Well Tower (WELL) Healthcare

Realty Income Corp (O) triple net, retail

Simon Property Group (SPG) retail / malls

Extra Space Storage (EXR) self storage

Digital Realty (DLR) Data Centers

Lineage and Americold (LINE, COLD) temperature controlled logistics / storage

Also, mid stream energy partnerships generate good cash flow.

For individual stocks, be sure to look at the dividend payout ratio instead of just the yield. Earnings per share divided by dividends per share. Companies must have earnings to pay those dividends.
 
#18,088
#18,088
Buy industry leaders. Buy large, well capitalized companies - boring isn’t bad. AMZN. COST. WMT. XOM. BRK. AAPL. JPM. Most DJIA components.

Avoid short term trading.

Compounding is your friend.

Resist selling winners. Let them run.

Keep risky investments outside of the Roth accounts. There’s no tax benefit at all for loses.
 
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#18,090
#18,090
American Axle (AXL) might be a decent speculative stock. Market cap is only $500 million. They are profitable and EPS is expected to double next year. But I’m not sure how well positioned they are going from ICEs to EVs. EVs don’t have the same drivetrain as petro vehicles.

GOOGL, TSLA, and UBER will be the autonomous vehicle / robot taxi leaders.
 
#18,092
#18,092
Thunder Good-Oil said:
American Axle (AXL) might be a decent speculative stock. Market cap is only $500 million. They are profitable and EPS is expected to double next year. But I’m not sure how well positioned they are going from ICEs to EVs. EVs don’t have the same drivetrain as petro vehicles.

GOOGL, TSLA, and UBER will be the autonomous vehicle / robot taxi leaders.
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Not in LA though. LOL
 
#18,093
#18,093
Thunder Good-Oil said:
VNQ Vanguard REIT ETF
IYR (iShares)
XLRE (Select SPDR)
ICF (iShares)

American Tower (AMT) wireless/broadcast towers

Crown Castle (CCI) wireless towers

Prologis (PLD) Industrial/warehousing/distribution centers (global footprint)

Ventas (VTR) Healhcare facilities

Well Tower (WELL) Healthcare

Realty Income Corp (O) triple net, retail

Simon Property Group (SPG) retail / malls

Extra Space Storage (EXR) self storage

Digital Realty (DLR) Data Centers

Lineage and Americold (LINE, COLD) temperature controlled logistics / storage

Also, mid stream energy partnerships generate good cash flow.

For individual stocks, be sure to look at the dividend payout ratio instead of just the yield. Earnings per share divided by dividends per share. Companies must have earnings to pay those dividends.
Click to expand...
And I consider automatically reinvesting (drip) everything.
 
#18,094
#18,094
@1RBFjr said:
And I consider automatically reinvesting (drip) everything.
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My personal preference is to accumulate the cash in a short duration bond fund or money market option and then periodically invest it during pullbacks. DRIPs still have a place, but transaction fees used to be an important consideration when they were invented. I’ve always wondered if share prices aren’t conveniently at a slight premium when they DRIP dollars are converted to shares. They are good to use if somebody wants to kind of put investing on autopilot and forget about it.

Selling covered calls can enhance returns a bit as well. The downside is missing out on rapid moves up. But REITs aren’t too volatile. PLD for example is $107/share. 7/18 (35 days) $110 calls are priced $1.75/$2.60. So if you have 100 shares you can sell a contract for about $200. If the shares go to $110 or more, they’re called away. You get another $300 ($110 minus $107 x 100 shares). $500 profit on $10,700 in 35 days. $500 is 4.9% in a little over a month. But that’s a simple scenario. Dividends paid might affect the pricing. You also have to figure out what to do with the uninvested $11,200. PLD might have kept going up to $115 or $120 and getting back in to the shares now costs more and the net effect is less total return.
 
#18,095
#18,095
Thunder Good-Oil said:
My personal preference is to accumulate the cash in a short duration bond fund or money market option and then periodically invest it during pullbacks. DRIPs still have a place, but transaction fees used to be an important consideration when they were invented. I’ve always wondered if share prices aren’t conveniently at a slight premium when they DRIP dollars are converted to shares. They are good to use if somebody wants to kind of put investing on autopilot and forget about it.

Selling covered calls can enhance returns a bit as well. The downside is missing out on rapid moves up. But REITs aren’t too volatile. PLD for example is $107/share. 7/18 (35 days) $110 calls are priced $1.75/$2.60. So if you have 100 shares you can sell a contract for about $200. If the shares go to $110 or more, they’re called away. You get another $300 ($110 minus $107 x 100 shares). $500 profit on $10,700 in 35 days. $500 is 4.9% in a little over a month. But that’s a simple scenario. Dividends paid might affect the pricing. You also have to figure out what to do with the uninvested $11,200. PLD might have kept going up to $115 or $120 and getting back in to the shares now costs more and the net effect is less total return.
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“….They are good to use if somebody wants to kind of put investing on autopilot and forget about it.…”

This is why I like drip, but I can understand why you’d do what you mentioned.
 
#18,096
#18,096
#18,098
#18,098
Glad Thunder talked me into buying Lockheed Martin on the dip this week.

Thinking Pelosi must have text him that Iran was about to get smoked
 
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