All things STOCKS

#18,679
#18,679
Jax_Vol said:
Not here..

Should add disclaimer that I don't watch very much financial news or any of the Jim Crammer type of predictions programming.
Click to expand...
I recall a recent article saying a portfolio invested the opposite of every Jim Cramer recommendation last year finished higher than following his calls? Not a glowing track record.
 
  • Like
Reactions: Go aeiou and Jax_Vol
#18,680
#18,680
walkenvol said:
I recall a recent article saying a portfolio invested the opposite of every Jim Cramer recommendation last year finished higher than following his calls? Not a glowing track record.
Click to expand...
I suspected as much.

Late in life, my father always wanted to jump on his latest ideas. I was usually opposed to that line of thought.
 
  • Like
Reactions: walkenvol
#18,681
#18,681
walkenvol said:
I recall a recent article saying a portfolio invested the opposite of every Jim Cramer recommendation last year finished higher than following his calls? Not a glowing track record.
Click to expand...

I've read another saying he's technically right more often than not in the grand scheme, but almost any time I've seen his show a lot of them are pretty obvious (i.e. calling NVDA a buy/hold) and you also have to take into account that he, unlike you or myself, has access to teams of producers, analysts, and insider info.
 
#18,686
#18,686
YankeeVol said:
The stock really doesn't matter. Apple, Google, etc. DO. WHAT. THEY. DO

Or invest in firearms and ammo
Click to expand...

But buy from Cabela’s (Bass Pro), Academy, Walmart, or a local independent (I think Dick’s got woke and stoped selling guns). The manufacturers are under constant attacks from the Left and lawyers. I made the mistake of buying Smith and Wesson almost 4 years ago when they decided to move the HQ to Blount County. Down 54% and I might never get back to even. At least it wasn’t in an IRA so I’ll at least get the tax loss benefit if It continues to languish.
 
#18,687
#18,687
Jax_Vol said:
I wrote Dell off a long time ago, but like Cisco...they somehow keep hanging around fairly well.

Are tariffs going to be more hardware or software friendly?
Click to expand...

They bought EMC almost 10 years ago. That was a great move by Dell. They stole one of my best stocks from me, but I did get some Dell shares out of it which has been an adequate equity to own. However IBM (a Dell competitor) is quietly becoming a Big Dog again. They were fortunate to buy Redhat before AI was a thing.
 
  • Like
Reactions: walkenvol
#18,688
#18,688
Cramer’s recent stock holdings:

CNBC Investing Club
GOOGL (Alohabet / Google)
AMZN (Amazon)
LLY (Eli Lilly)
COST (Costco)
CTRA (Coterra Energy)
META (Meta Platforms / Facebook)
EMR (Emerson Electric Company)
HAL (Halliburton)
PG (Proctor & Gamble)
TJX (TJX Companies)
STZ (Constellation Brands)
CAT (Caterpillar)
NVDA (Nvidia)
PXD (Pioneer Natural Resources)
DD (DuPont)
SWK (Stanley Black & Decker)
AAPL (Apple)
CRM (Salesforce)
AMD (Advanced Micro Devices)
MSFT (Microsoft)
PANW (Palo Alto)
DHR (Danaher)
WFC (Wells Fargo)
F (Ford)
HUM (Humana Inc)
QCOM (Qualcomm)
MS (Morgan Stanley)
SBUX (Starbucks)
WYNN (Wynn Resorts)
DVN (Devon Energy)
HON (Honeywell)
DIS (Disney)
EL (Estee Lauder)
ENPH (Enphase Energy Inc)

Charitable Trust holdings:
ABT (Abbott Labs)
ABBV (AbbVie)
AMD (Advanced Micro Devices)
GOOGL (Alohabet/Google)
AMZN (Amazon)
AEO (American Eagle Outfitters)
AAPL (Apple)
BHC (Bausch Health)
BA (Boeing)
AVGO (Broadcom)
CVX (Chevron)
CSCO (Cisco)
COST (Costco)
DHR (Danaher)
DIS (Disney)
DD (DuPont)
LLY (Eli Lilly)
F (Ford)
HON (Honeywell)
LIN (Linde)
MRVL (Marvell Technology)
MA (Mastercard)
META (Meta Platforms/Facebook FB)
MSFT (Microsoft)
MS (Morgan Stanley)
NLOK (NortonLifeLock)
NUE (Nucor)
NVDA (Nvidia)
PYPL (PayPal)
CRM (Salesforce)
UNP (Union Pacific)
UPS (United Parcel Service)
WMT (Walmart)
WFC (Wells Fargo)
WYNN (Wynn Resorts)

I own 9 of the CNBC Investing Club and 12 of the charitable trust stocks.
 
#18,689
#18,689
Thunder Good-Oil said:
Cramer’s recent stock holdings:

CNBC Investing Club
GOOGL (Alohabet / Google)
AMZN (Amazon)
LLY (Eli Lilly)
COST (Costco)
CTRA (Coterra Energy)
META (Meta Platforms / Facebook)
EMR (Emerson Electric Company)
HAL (Halliburton)
PG (Proctor & Gamble)
TJX (TJX Companies)
STZ (Constellation Brands)
CAT (Caterpillar)
NVDA (Nvidia)
PXD (Pioneer Natural Resources)
DD (DuPont)
SWK (Stanley Black & Decker)
AAPL (Apple)
CRM (Salesforce)
AMD (Advanced Micro Devices)
MSFT (Microsoft)
PANW (Palo Alto)
DHR (Danaher)
WFC (Wells Fargo)
F (Ford)
HUM (Humana Inc)
QCOM (Qualcomm)
MS (Morgan Stanley)
SBUX (Starbucks)
WYNN (Wynn Resorts)
DVN (Devon Energy)
HON (Honeywell)
DIS (Disney)
EL (Estee Lauder)
ENPH (Enphase Energy Inc)

Charitable Trust holdings:
ABT (Abbott Labs)
ABBV (AbbVie)
AMD (Advanced Micro Devices)
GOOGL (Alohabet/Google)
AMZN (Amazon)
AEO (American Eagle Outfitters)
AAPL (Apple)
BHC (Bausch Health)
BA (Boeing)
AVGO (Broadcom)
CVX (Chevron)
CSCO (Cisco)
COST (Costco)
DHR (Danaher)
DIS (Disney)
DD (DuPont)
LLY (Eli Lilly)
F (Ford)
HON (Honeywell)
LIN (Linde)
MRVL (Marvell Technology)
MA (Mastercard)
META (Meta Platforms/Facebook FB)
MSFT (Microsoft)
MS (Morgan Stanley)
NLOK (NortonLifeLock)
NUE (Nucor)
NVDA (Nvidia)
PYPL (PayPal)
CRM (Salesforce)
UNP (Union Pacific)
UPS (United Parcel Service)
WMT (Walmart)
WFC (Wells Fargo)
WYNN (Wynn Resorts)

I own 9 of the CNBC Investing Club and 12 of the charitable trust stocks.
Click to expand...

It's the missionary sex of stock portfolios.
 
  • Like
Reactions: Jax_Vol
#18,693
#18,693
Jax_Vol said:
Sure enough. As usual, I am most puzzled.

Is it a head fake for late afternoon or tomorrow selloff?
Click to expand...

I would expect a slight sell off before the 3 day weekend. FOMO isn’t as strong ATM but fear of a correction is.

It’s certainly at a point of inflection with the FOMC meeting September 16 and 17. Then Q3 earnings. The Lisa Cook firing adds even more volatility.

Q3 earnings start to roll in a month beyond that Fed decision. Then tax harvesting season kicks in. Also a lot of mutual funds will be closing out their year on October 31 and will need cash to distribute capital gains and many also pay dividends annually both of which create selling pressure. A strong holiday season without inflationary pressures would ignite a year end rally. Short term trading is a coin flip.
 
#18,695
#18,695
kiddiedoc said:
I did the same
Click to expand...

It’s a small cap. $364 million. A micro cap.

Dividend is 6.33% BUT it pays $0.52/year while earning $0.30. Plus the forward PE ratio is projected to almost double (27x to 51x). Maybe next year’s EPS are projected to be hit with relocation expenses. The $8 share price is flirting with the 52-week low. At least they are making $0.30 a share instead of having a loss, but I’m not confident that they can avoid Chapter 11. Negative cash flow, but the debt burden isn’t bad. LT debt to capital is under 25%. And it trades at 1x book value. Sales growth is negative which is a big problem.

They spent $125 million on the Maryville HQ and it opened on October 7, 2023.
 
#18,696
#18,696
You know a company that generates no buzz, isn't trendy, etc. but the stock has been an incredibly good consistent performer for a long time? EBAY. Seems like nobody ever talks about it, either the stock or the company.

It's up 48% this year, nearly 100% from the April lows, nearly 3x from the 2022 lows.
 
  • Like
Reactions: Jax_Vol
#18,697
#18,697
05_never_again said:
You know a company that generates no buzz, isn't trendy, etc. but the stock has been an incredibly good consistent performer for a long time? EBAY. Seems like nobody ever talks about it, either the stock or the company.

It's up 48% this year, nearly 100% from the April lows, nearly 3x from the 2022 lows.
Click to expand...

It’s also about half the market cap of Carvana. eBay Motors might even be a better business model.
 
  • Like
Reactions: Jax_Vol
#18,699
#18,699
Thunder Good-Oil said:
It’s a small cap. $364 million. A micro cap.

Dividend is 6.33% BUT it pays $0.52/year while earning $0.30. Plus the forward PE ratio is projected to almost double (27x to 51x). Maybe next year’s EPS are projected to be hit with relocation expenses. The $8 share price is flirting with the 52-week low. At least they are making $0.30 a share instead of having a loss, but I’m not confident that they can avoid Chapter 11. Negative cash flow, but the debt burden isn’t bad. LT debt to capital is under 25%. And it trades at 1x book value. Sales growth is negative which is a big problem.

They spent $125 million on the Maryville HQ and it opened on October 7, 2023.
Click to expand...
How are their products?

Like guns, but don't often shoot guns.
 
New posts
You must log in or register to reply here.
Advertisement



Back
Top