All things STOCKS

#18,301
#18,301
CPI before the open on Tuesday.

PPI before the open on Wednesday.

10 Fed governors and presidents giving speeches Tuesday through Thursday.

Hang on. Markets could take a tumble this week.
 
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#18,302
#18,302
Thunder Good-Oil said:
CPI before the open on Tuesday.

PPI before the open on Wednesday.

10 Fed governors and presidents giving speeches Tuesday through Thursday.

Hang on. Markets could take a tumble this week.
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Copy Thunder! Greatly appreciate that intel. Was prepared to push some in this morning.

U up pulling an all-nighter? lol
 
#18,303
#18,303
Improving futures. Now off 0.25% across the board.

Stuff I’d like to buy is expensive. Maybe TGT and UNH (or something else healthcare related is an opportunity). I’d still like to buy ADBE, but tech has had such a big run. I’m also more underweight AMZN than I’d like to be.

I’ve been thinking about the defense drone names. AVAV or KTOS, but they are really, really expensive. Maybe NOC but they’re not much different from LMT and Northrop is anything close to a pure play. But I think that their drones are more long range, high dollar versions. LMT might be a bigger player in building the iron dome/gold dome system.

This might be a day to best do nothing. Any of those 10 Fed officials could say something mid week to spook the markets.
 
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#18,306
#18,306
Thunder Good-Oil said:
My accounts turned green. Amazing that Trump threatens 2 of our 4 biggest trading partners with 30% tariffs and Wall Street doesn’t seem to care.
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The market has never believed that the initial stated number is what it would end up being. Even at the depths of the "reciprocal tariffs" selloff, I don't think it believed those were going through as stated. The most the S&P was ever off of the highs was a little over 21%. IMO, if the markets though those tariffs were going through at the rates stated on "Liberation Day," there probably would have been a 35-40% drawdown. Now that he's already backed off once, and the markets didn't fully believe him the first time anyway, I'm not surprised at all at the "meh" reaction this time.
 
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#18,307
#18,307
05_never_again said:
The market has never believed that the initial stated number is what it would end up being. Even at the depths of the "reciprocal tariffs" selloff, I don't think it believed those were going through as stated. The most the S&P was ever off of the highs was a little over 21%. IMO, if the markets though those tariffs were going through at the rates stated on "Liberation Day," there probably would have been a 35-40% drawdown. Now that he's already backed off once, and the markets didn't fully believe him the first time anyway, I'm not surprised at all at the "meh" reaction this time.
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Also, our partners have much more to lose by not wrapping up deals. It wouldn’t be a good direction to take, but we’re capable of being isolationists. I think that the globalism was pushed too far. We should never take our marching orders from a group of world bureaucrats assembling in Paris or wherever that dictate our rules of business (while letting others get away with their ****).

The European digital services taxes really piss me off. They’re targeting what we’re the world’s best at. Same with BRICS going after our dollar/financial system. Don’t get me started on China relentlessly stealing our IP.

I’m certainly no geopolitical expert, but what does the WTO do that benefits us?

I have hate the USA fatigue. Not many appreciate what we’ve done to make everybody safer and have higher standards of living. We’re not perfect, but certainly aren’t the bad guys.

Rant over. Maybe.
 
#18,308
#18,308
Thunder Good-Oil said:
Also, our partners have much more to lose by not wrapping up deals. It wouldn’t be a good direction to take, but we’re capable of being isolationists. I think that the globalism was pushed too far. We should never take our marching orders from a group of world bureaucrats assembling in Paris or wherever that dictate our rules of business (while letting others get away with their ****).

The European digital services taxes really piss me off. They’re targeting what we’re the world’s best at. Same with BRICS going after our dollar/financial system. Don’t get me started on China relentlessly stealing our IP.

I’m certainly no geopolitical expert, but what does the WTO do that benefits us?

I have hate the USA fatigue. Not many appreciate what we’ve done to make everybody safer and have higher standards of living. We’re not perfect, but certainly aren’t the bad guys.

Rant over. Maybe.
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Peter Zeihan (who I don't agree with on everything, but agree 100% with on certain things) has a great quote that goes "the US did not set up the current global system after WWII for economic reasons; they set it up for security reasons." The neoliberal, globalized economy we have today and everything associated with it (like the WTO) doesn't really do a whole lot for us economically and never has. We actually have a relatively sheltered economy, as you pointed out.

We set up the system for security reasons, but since the end of the Cold War we've slowly started to come to realize that setup doesn't exactly work for us either.
 
#18,309
#18,309
05_never_again said:
The market has never believed that the initial stated number is what it would end up being. Even at the depths of the "reciprocal tariffs" selloff, I don't think it believed those were going through as stated. The most the S&P was ever off of the highs was a little over 21%. IMO, if the markets though those tariffs were going through at the rates stated on "Liberation Day," there probably would have been a 35-40% drawdown. Now that he's already backed off once, and the markets didn't fully believe him the first time anyway, I'm not surprised at all at the "meh" reaction this time.
Click to expand...
"The Boy Who Cried Wolf"
 
#18,310
#18,310
05_never_again said:
Peter Zeihan (who I don't agree with on everything, but agree 100% with on certain things) has a great quote that goes "the US did not set up the current global system after WWII for economic reasons; they set it up for security reasons." The neoliberal, globalized economy we have today and everything associated with it (like the WTO) doesn't really do a whole lot for us economically and never has. We actually have a relatively sheltered economy, as you pointed out.

We set up the system for security reasons, but since the end of the Cold War we've slowly started to come to realize that setup doesn't exactly work for us either.
Click to expand...

PZ is really starting to go off the rails with his anti-Trump rhetoric (he’s not a fan boy of Obama, Bush, or Biden either) but does have some interesting takes on what’s happening militarily and historically. Most recently saying that we have the wrong defense businesses for what NATO/Europe needs. We’re set up for attacking/retaliating from great distance while they need more locally oriented systems. I don’t necessarily agree - I think that US based contractors are more than capable at any range. But Ukraine/Russia has demonstrated the effectiveness of short range drones.
 
#18,311
#18,311
Thunder Good-Oil said:
PZ is really starting to go off the rails with his anti-Trump rhetoric (he’s not a fan boy of Obama, Bush, or Biden either) but does have some interesting takes on what’s happening militarily and historically. Most recently saying that we have the wrong defense businesses for what NATO/Europe needs. We’re set up for attacking/retaliating from great distance while they need more locally oriented systems. I don’t necessarily agree - I think that US based contractors are more than capable at any range. But Ukraine/Russia has demonstrated the effectiveness of short range drones.
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I don't listen to him as much as I did since he started putting everything behind a paywall (and is doing that weird thing where if releases stuff with a 2-week lag, even if it is breaking news).

I think his Trump dislike is more of a talking his book thing...if the US pulls away from the current global order, it makes his contacts (and maybe his analysis overall) less relevant.
 
#18,312
#18,312
05_never_again said:
The market has never believed that the initial stated number is what it would end up being. Even at the depths of the "reciprocal tariffs" selloff, I don't think it believed those were going through as stated. The most the S&P was ever off of the highs was a little over 21%. IMO, if the markets though those tariffs were going through at the rates stated on "Liberation Day," there probably would have been a 35-40% drawdown. Now that he's already backed off once, and the markets didn't fully believe him the first time anyway, I'm not surprised at all at the "meh" reaction this time.
Click to expand...
Very well stated. Think I'm going to dip my toe into the pool here
 
#18,313
#18,313
Jax_Vol said:
Very well stated. Think I'm going to dip my toe into the pool here
Click to expand...

Which sectors, industries, or names?

It seems like everything that I really like is already expensive. Tech has just been on fahr for a good long while now. I do like AMZN though with the e-commerce side able to accumulate capital to grow the AWS side.

I was happy to see the Clincher River Breeder Reactor site (from the project shuttered 40 or so years ago) is moving forward to be a GE Vernova (GEV) small modular reactor. Hopefully the regulators don’t interfere. GEV’s not cheap though and profits aren’t expected to grow next year. We need to be the leader in that industry. China has a head start.
 
#18,314
#18,314
Thunder Good-Oil said:
Which sectors, industries, or names?

It seems like everything that I really like is already expensive. Tech has just been on fahr for a good long while now. I do like AMZN though with the e-commerce side able to accumulate capital to grow the AWS side.

I was happy to see the Clincher River Breeder Reactor site (from the project shuttered 40 or so years ago) is moving forward to be a GE Vernova (GEV) small modular reactor. Hopefully the regulators don’t interfere. GEV’s not cheap though and profits aren’t expected to grow next year. We need to be the leader in that industry. China has a head start.
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Same as I mentioned a couple of weeks ago. Still trying to nab more MSFT on a down day. Admittedly, an extremely boring play,
 
#18,315
#18,315
Feels like this has to tank in last 20 minutes. To borrow from the earlier discussion, the level of "meh" has surprised me today.

We know one of those Fed yappers is going to throw cold water on this rally by Thursday.
 
#18,320
#18,320
Can anyone find any news on EHC? Encompass Health Care. Down over 10%.

I've sworn off health stuff under RFK Jr. But that is an ok company I think..?

Over double average daily volume.
 
#18,321
#18,321
Jax_Vol said:
Can anyone find any news on EHC? Encompass Health Care. Down over 10%.

I've sworn off health stuff under RFK Jr. But that is an ok company I think..?

Over double average daily volume.
Click to expand...

New York Times report:

Investing.com -- Encompass Health Corporation (NYSE:EHC) stock fell 3.6% following a New York Times (NYSE:NYT) report highlighting safety concerns at rehabilitation hospitals, including several serious incidents at Encompass facilities.

The Times investigation revealed that some rehabilitation hospitals run by Encompass Health, the dominant company in the sector, and other for-profit corporations have experienced rare but serious incidents of patient harm and perform below average on two key safety measures tracked by Medicare.

The report detailed several fatal incidents at Encompass Health facilities, including a 73-year-old patient who was fatally poisoned by carbon monoxide during construction at the company's Huntington, West Virginia hospital. At another Encompass facility in Jackson, Tennessee, a 68-year-old patient was found dead in a "pool of blood" after a bed alarm had been turned off. Additionally, at the company's Sioux Falls, South Dakota hospital, a patient died following a medication error.

According to the Times, federal health officials do not inform consumers about these incidents or impose fines on rehabilitation hospitals the way they do for nursing homes. Medicare also doesn't provide easy-to-understand five-star ratings for these facilities as it does for general hospitals.

The rehabilitation hospital sector has become a highly lucrative segment of the healthcare industry, with Encompass Health being a major player in this space. The company operates a network of inpatient rehabilitation facilities across the United States.
 
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#18,322
#18,322
Thunder Good-Oil said:
New York Times report:

Investing.com -- Encompass Health Corporation (NYSE:EHC) stock fell 3.6% following a New York Times (NYSE:NYT) report highlighting safety concerns at rehabilitation hospitals, including several serious incidents at Encompass facilities.

The Times investigation revealed that some rehabilitation hospitals run by Encompass Health, the dominant company in the sector, and other for-profit corporations have experienced rare but serious incidents of patient harm and perform below average on two key safety measures tracked by Medicare.

The report detailed several fatal incidents at Encompass Health facilities, including a 73-year-old patient who was fatally poisoned by carbon monoxide during construction at the company's Huntington, West Virginia hospital. At another Encompass facility in Jackson, Tennessee, a 68-year-old patient was found dead in a "pool of blood" after a bed alarm had been turned off. Additionally, at the company's Sioux Falls, South Dakota hospital, a patient died following a medication error.

According to the Times, federal health officials do not inform consumers about these incidents or impose fines on rehabilitation hospitals the way they do for nursing homes. Medicare also doesn't provide easy-to-understand five-star ratings for these facilities as it does for general hospitals.

The rehabilitation hospital sector has become a highly lucrative segment of the healthcare industry, with Encompass Health being a major player in this space. The company operates a network of inpatient rehabilitation facilities across the United States.
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You are a lifesaver, Thunder! I was about to dive in there.

Welp, I swallowed my pride and bought MSFT near the all-time high. Failed at bottom fishing yesterday, so paid a hefty price today.

But I do think they are headed to $600. Not sexy, but one of the safer bets to hold for second half of this year IMO.

Fingers crossed and best of luck to all of THE VolNation traders!
 
#18,323
#18,323
COPT Defense Properties (NYSE: CDP) announced today that its Board of Trustees declared a regular quarterly dividend of $0.305 per common share for the second quarter ending June 30, 2025. The second quarter 2025 dividend represents an annualized amount of $1.22 per share and is payable on July 16, 2025, to shareholders of record on June 30, 2025.

Another question...been awhile since I woke up looking for a dividend payment. As discussed at end of June, I own CDP shares. This morning, it doesn't appear that anything has changed in my accounts.

What am I missing? Does it happen at end of day?
 
#18,324
#18,324
Jax_Vol said:
COPT Defense Properties (NYSE: CDP) announced today that its Board of Trustees declared a regular quarterly dividend of $0.305 per common share for the second quarter ending June 30, 2025. The second quarter 2025 dividend represents an annualized amount of $1.22 per share and is payable on July 16, 2025, to shareholders of record on June 30, 2025.

Another question...been awhile since I woke up looking for a dividend payment. As discussed at end of June, I own CDP shares. This morning, it doesn't appear that anything has changed in my accounts.

What am I missing? Does it happen at end of day?
Click to expand...
Since today is the pay date, I think you’ll see it show up in your account history sometime this evening or even tomorrow morning with a transaction date of today. The history in my Schwab brokerage account (for example), where I can see dividend and interest payment activity, is date stamped but not time stamped. I’ve never gotten the impression it’s updating in real time like a bank account might. I assume it updates at end of day, like mutual fund prices, or over night.

One other thing, I would imagine instances where the div might get processed by the broker at end of day, in which case it might not update until overnight.

Also, I too like microsoft.
 
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#18,325
#18,325
KnoxLandcruiser said:
Since today is the pay date, I think you’ll see it show up in your account history sometime this evening or even tomorrow morning with a transaction date of today. The history in my Schwab brokerage account (for example), where I can see dividend and interest payment activity, is date stamped but not time stamped. I’ve never gotten the impression it’s updating in real time like a bank account might. I assume it updates at end of day, like mutual fund prices, or over night.

One other thing, I would imagine instances where the div might get processed by the broker at end of day, in which case it might not update until overnight.
Click to expand...
Thank you so much! Does it show up as cash, more shares of the stock, or something else?

I've collected a few over the years but been awhile since I paid close attention.
 
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