All things STOCKS

#19,601
#19,601
Thunder Good-Oil said:
Drone military aircraft. AVAV and KTOS.

CMG and UPS have had hard falls. UPS might finally be getting their driver’s union gouging behind them plus the price of petro is a positive. They still have a lot of vehicles to buy to replace those that aren’t air conditioned though. The CMG CEO is a major downgrade. Plus their menu is crazy expensive right now.

MTH builds entry level homes, but it might take another year to get housing moving.

FIG and BLSH took big dives after expensive IPOs. Perhaps the buying frenzy will return.

UBER. Old people need rides.

XLV and the leveraged CURE ETF. Healthcare can’t stay under pressure forever. Vanguard has a healthcare ETF as well.

CRWV is NVDA light.

MSTR and BLSH will soar if Bitcoin rallies.
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Amazon no longer leveraging UPS for deliveries has me bearish on UPS.
 
#19,602
#19,602
taylorvol said:
Amazon no longer leveraging UPS for deliveries has me bearish on UPS.
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It seems like everything that can go wrong has gone wrong for UPS. But they were able to cut their workforce. Plus, since they are replacing their vehicles their fuel costs could continue to trend favorably. They are able to get right sized instead of paying workers to sit around and trucks to be parked. They’re also likely to benefit if the DOJ were to go after AMZN for being too vertically integrated.
 
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#19,603
#19,603
UPS has a 6.5% dividend yield, but earnings barely covers it. EPS is expected to only grow slightly next fiscal year.

The shares have maybe bottomed out, but it will take patience to get nice investment returns. It’s not going to get to new all time highs for a long while.
 
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#19,604
#19,604
Thunder Good-Oil said:
So you’re expecting a national sales or consumption tax on transactions as well as a capital gains tax on Bitcoin/CC tgat is converted directly into US dollars?

I see a mess coming no matter how it plays out. Maybe the government will have to legislate two classifications for BTC/CC. An “investment” account that can’t be used for transactions and a transactional account where they’ll take up to 10% as a national sales tax. But then how do they manage moving investment Bitcoin that’s moved to a transactional Bitcoin to make ourchases? LIFO? FIFO?
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No Federal tax. Any sales tax would be a state tax. TN does not have tax on crypto. Laws vary by state.
Federal tax would be income tax on capital gains when buying and selling.

I have a lot of silver bullion. I will pay cap gains tax on it when I sell. As of 2022 TN does not tax a purchase of bullion. I hope to sell soon. Up 140%+ this year.

Feds haven't taken to bitcoin as a currency at all a far as I know. They don't put any kind of value on it. I think they really want our Federal currency to be used. Prefer no other currency they can't audit.
 
#19,605
#19,605
Go aeiou said:
No Federal tax. Any sales tax would be a state tax. TN does not have tax on crypto. Laws vary by state.
Federal tax would be income tax on capital gains when buying and selling.

I have a lot of silver bullion. I will pay cap gains tax on it when I sell. As of 2022 TN does not tax a purchase of bullion. I hope to sell soon. Up 140%+ this year.

Feds haven't taken to bitcoin as a currency at all a far as I know. They don't put any kind of value on it. I think they really want our Federal currency to be used. Prefer no other currency they can't audit.
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It seems like companies have slowed down the pace of the rate of growth in holding crypto and transacting using it, but what is going to happen in the not too distant future? The transactions are theoretically going to be as varied as consumers buying lunch and businesses purchasing 6 figure computer networks or multi-million dollar pieces of machinery. How will the IRS take their piece? Are there going to be capital gains to declare when buying earth moving equipment using appreciated bitcoins? What about when $200 is spent at high end restaurants using appreciated coins from an individual person’s account?

Trump is embracing the opportunity to be the world leader in CC. Will others attempt to regulate it and discourage the technology? Will the IRS create a comprehensive system to manage CC gains?
 
#19,607
#19,607
Thunder Good-Oil said:
It seems like companies have slowed down the pace of the rate of growth in holding crypto and transacting using it, but what is going to happen in the not too distant future? The transactions are theoretically going to be as varied as consumers buying lunch and businesses purchasing 6 figure computer networks or multi-million dollar pieces of machinery. How will the IRS take their piece? Are there going to be capital gains to declare when buying earth moving equipment using appreciated bitcoins? What about when $200 is spent at high end restaurants using appreciated coins from an individual person’s account?

Trump is embracing the opportunity to be the world leader in CC. Will others attempt to regulate it and discourage the technology? Will the IRS create a comprehensive system to manage CC gains?
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Good questions.
When you use it now You have either a cap gain or loss. IRS requires reporting.
Are you using crypto at high end restaurants? I'd guess that a chain won't accept it?
I'm not aware of a specific accounting system required by the IRS for anything. '

US might embrace under Trump. Is his family buying/selling now? I don't think they disclose their financial moves. No Blind trust.
 
#19,608
#19,608
Go aeiou said:
Good questions.
When you use it now You have either a cap gain or loss. IRS requires reporting.
Are you using crypto at high end restaurants? I'd guess that a chain won't accept it?
I'm not aware of a specific accounting system required by the IRS for anything. '

US might embrace under Trump. Is his family buying/selling now? I don't think they disclose their financial moves. No Blind trust.
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Crypto is a currency. Even if it’s not widespread loading onto something like plastic credit cards and digital wallets, it’s coming unless the government intervene’s. Money Center Banks are now dipping their toes into the crypto universe.

The government could classify CC accounts as either investment (subject to capital gains rules) or spending. But if the US government regulates accounts and/or coins then other countries could offer easier ways to spend it. What happens if the capital gains rate is 20% while an import tax-tariff is 10%? Companies will purchase equipment and materials overseas and evade the cap gains tax in lieu of the import tariff.

The toothpaste isn’t going back into the bottle and the genie’s not going back into the tube.

We’ve gone from a 1% federal income tax to the government never getting enough tax revenue.
 
#19,609
#19,609
Is Trump pro crypto currency?

AI overview:

Yes, Donald Trump is a strong supporter of cryptocurrency, shifting from past skepticism to actively promoting it as a key to U.S. economic leadership, promising to make America the "crypto capital of the world," launching pro-crypto policies, and even creating his own memecoin and investing in the space. He's rolled back enforcement, championed legislation like the GENIUS Act (July 2025), and his administration has established a "crypto czar" and plans for a strategic Bitcoin reserve.

Key Actions & Stances:

Pro-Crypto Policies: Signed an Executive Order (March 2025) to foster digital asset growth and leadership.

Regulatory Shift: His administration has dropped investigations and created an industry-friendly regulatory environment.

Personal Involvement: Launched his own memecoin ($TRUMP), holds crypto, and his family has ties to crypto companies.
Campaign Promises: Courted the crypto industry, receiving donations and promising to back digital assets.

National Strategy: Aims to create a Strategic Bitcoin Reserve and lead the global digital economy.

Evolution of Stance:
Trump's views have evolved significantly; he once called Bitcoin a "scam" (2021) but has since embraced it, viewing it as vital for technological advancement and national competitiveness, as detailed in recent White House fact sheets and NPR reports.
 
#19,610
#19,610
Thunder Good-Oil said:
But SWVXX isn’t an ETF is it. It prices at the end of the day and has a settlement period before it can be invested in something else.

I see somebody on Reddit has posted XHLF, CLTL, ICSH, and SGOV as possible alternatives. Ultra short bond fund ETFs.
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It’s always priced at $1.00 a share and says it’s a money market fund. I may erroneously view it as an ETF, but it’s been a good place for me to park my cash holdings. JMO
 
#19,611
#19,611
Vol737 said:
You’re correct. It’s not, it’s a MMF. I do the same as Yankee, but I leave some cash in my sweep for immediate opportunities. I just look at it as I’m okay with keeping some immediately available cash in the sweep even though it’s not earning anything, but when it looks like certain equities are getting more attractive, I go ahead and pull cash from the SWVXX with an intent to buy in the near term.
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In a non margin account, I’ve purchased stock on Charles Schwab several times and the same day sold SWVXX to cover my purchase price of the stock. They’ve all settled without issue.
 
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#19,612
#19,612
Thunder Good-Oil said:
TGT needs to figure out how to not be dependent on China and other frenemies for their inventory. Also WMT kicks their ass with technology.

I picked up M a year or two ago with some uninvested bits of cash across accounts and planned to ditch it if it made me a small profit. I’m now having second thoughts about possibly holding on to the shares for a multi-year cycle.

AMZN though. My widows and orphans long term hold exploiting the US consumer. With AWS propping it up instead of a pure play consumer dependent equity. AWS also has the spin off possibility, although I think that that would eliminate a huge advantage for Amazon dot com.
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TGT has a lot of issues other than China. Every retailer has huge exposure but some (WMT) are gaining share while others (TGT) is struggling big time. TGT completely bombed grocery, their metchandising and supply chain is a shitshow, and their online is an inefficient mess. If they can get back to executing the basics, they will be back to $140 by end of 2017....

Agree with AMZN. HD might be a widows stock too.

I dont like Macys long term. In intermediate term, if you believe the reported govt numbers, then yeah, it's a fair hold. But I dont like the mgmt, I think they completely whiffed the off price segment, and not sure I want to be to tied to malls long term.
 
#19,613
#19,613
In 2024, the Targets in Memphis were selling Montana Grizzlies gear ( instead of Memphis Grizzlies), locations within walking distance of giant Southern Baptist megachurches in Williamson County were carrying more tuck friendly swimsuits than regular ones during June, and locations in Knoxville were carrying the fake UT's gear during college move in.

In 2025, they did remedy all three of these items...
 
#19,614
#19,614
Thunder Good-Oil said:
UPS has a 6.5% dividend yield, but earnings barely covers it. EPS is expected to only grow slightly next fiscal year.

The shares have maybe bottomed out, but it will take patience to get nice investment returns. It’s not going to get to new all time highs for a long while.
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I passed a UPS truck with a driver wearing a FedEx uniform on Christmas eve.
 
#19,615
#19,615
walkenvol said:
It’s always priced at $1.00 a share and says it’s a money market fund. I may erroneously view it as an ETF, but it’s been a good place for me to park my cash holdings. JMO
Click to expand...

It’s a very good option for cash that you know you don’t need for a day or two. But I like to trade a little bit on the big pullbacks and you never know when those are coming.

SGOV might be what I’m looking for. I have parked a bit in BND, but it’s not an ultra short term ETF. It should move a little higher as rate cuts happen.
 
#19,616
#19,616
TGT got distracted with their woke strategy (didn’t they pay attention to Bud Light?) and pissed off a lot of their base. Their outgoing CEO has been in that position for over a decade and his expertise is tech.
 
#19,617
#19,617
Thunder Good-Oil said:
It’s a very good option for cash that you know you don’t need for a day or two. But I like to trade a little bit on the big pullbacks and you never know when those are coming.

SGOV might be what I’m looking for. I have parked a bit in BND, but it’s not an ultra short term ETF. It should move a little higher as rate cuts happen.
Click to expand...
I use SGOV for cash reserves. Unlike a mm, it will be a cap gain schedule d transaction every time you get some money out, in a taxable account.
 
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#19,625
#19,625
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