DriftBusta Posted April 8, 2020 Share Posted April 8, 2020 Some basic sector analysis as it relates to the virus, with some buy rated stocks. Worth a read if you're an investor, nothing earth shattering here, just solid advice. The sky is not falling. in-market-madness-let-quality-stocks-be-your-guide[1252].pdf 3 Quote Link to comment Share on other sites More sharing options...
f7ben Posted April 8, 2020 Share Posted April 8, 2020 Be better off at the casino , not a single thing in this market runs off anything related to common sense , value or fundamentals. It’s a sick fucking joke Quote Link to comment Share on other sites More sharing options...
Anler Posted April 8, 2020 Share Posted April 8, 2020 Well the bottom line is you either believe some of these companies are going to make a come back or they aren't. If you believe they are then you should invest in them. 1 Quote Link to comment Share on other sites More sharing options...
ArcticCrusher Posted April 8, 2020 Share Posted April 8, 2020 9 minutes ago, f7ben said: Be better off at the casino , not a single thing in this market runs off anything related to common sense , value or fundamentals. It’s a sick fucking joke Let's paint it with a broad brush from a dip shit. Quote Link to comment Share on other sites More sharing options...
f7ben Posted April 8, 2020 Share Posted April 8, 2020 (edited) 9 minutes ago, Anler said: Well the bottom line is you either believe some of these companies are going to make a come back or they aren't. If you believe they are then you should invest in them. That’s not the bottom line. I shouldnt have to pay a PE ratio of 70:1 for a company that should be priced at 15:1.....all because a renegade central bank wants to pump trillions into markets to insulate the rich from losses Edited April 8, 2020 by f7ben Quote Link to comment Share on other sites More sharing options...
f7ben Posted April 8, 2020 Share Posted April 8, 2020 Just now, ArcticCrusher said: Let's paint it with a broad brush from a dip shit. Kill yourself you fucking retarded dipshit. You’re dumb as fuck Quote Link to comment Share on other sites More sharing options...
Anler Posted April 8, 2020 Share Posted April 8, 2020 1 minute ago, f7ben said: That’s not the bottom line. I should have to pay a PE ratio of 70:1 for a company that should be priced at 15:1.....all because a renegade central bank wants to pump trillions into markets to insulate the rich from losses Yes I know but that's the game. You can play or not. Quote Link to comment Share on other sites More sharing options...
ArcticCrusher Posted April 8, 2020 Share Posted April 8, 2020 15 minutes ago, DriftBusta said: Some basic sector analysis as it relates to the virus, with some buy rated stocks. Worth a read if you're an investor, nothing earth shattering here, just solid advice. The sky is not falling. in-market-madness-let-quality-stocks-be-your-guide[1252].pdf So far my REITs haven't skipped a beat and I'm not expecting them to. We are in uncertain times no doubt, hope it all works out. Quote Link to comment Share on other sites More sharing options...
ArcticCrusher Posted April 8, 2020 Share Posted April 8, 2020 5 minutes ago, f7ben said: Kill yourself you fucking retarded dipshit. You’re dumb as fuck Um ok. How you doing? Quote Link to comment Share on other sites More sharing options...
ArcticCrusher Posted April 8, 2020 Share Posted April 8, 2020 7 minutes ago, f7ben said: That’s not the bottom line. I shouldnt have to pay a PE ratio of 70:1 for a company that should be priced at 15:1.....all because a renegade central bank wants to pump trillions into markets to insulate the rich from losses Sure Kramer. Quote Link to comment Share on other sites More sharing options...
SSFB Posted April 8, 2020 Share Posted April 8, 2020 41 minutes ago, DriftBusta said: Some basic sector analysis as it relates to the virus, with some buy rated stocks. Worth a read if you're an investor, nothing earth shattering here, just solid advice. The sky is not falling. in-market-madness-let-quality-stocks-be-your-guide[1252].pdf Thanks Woolard. 1 Quote Link to comment Share on other sites More sharing options...
DriftBusta Posted April 9, 2020 Author Share Posted April 9, 2020 1 hour ago, f7ben said: Be better off at the casino , not a single thing in this market runs off anything related to common sense , value or fundamentals. It’s a sick fucking joke 57 minutes ago, f7ben said: That’s not the bottom line. I shouldnt have to pay a PE ratio of 70:1 for a company that should be priced at 15:1.....all because a renegade central bank wants to pump trillions into markets to insulate the rich from losses 56 minutes ago, f7ben said: Kill yourself you fucking retarded dipshit. You’re dumb as fuck Please, get the fuck out of this thread if you have nothing better to contribute. And ftr, EJ does not give buy ratings on stocks valued at any where near 70:1. Which was kind of the point. 59 minutes ago, ArcticCrusher said: So far my REITs haven't skipped a beat and I'm not expecting them to. We are in uncertain times no doubt, hope it all works out. Was on a webex today and the guy hosting said, "we entered a very dark tunnel a month ago, and no one knew where the light was going to be, we knew it was coming, we just didn't know when. Silly analogy certainly, but no one knew where or when this thing would end, or how bad it would get. If you believe in the market, you ride these things out. 36 minutes ago, SSFB said: Thanks Woolard. Hoping we can have a good discussion about investing without the sky is falling bullshit. I get a ton of good shit that comes across my desk every day, with good solid advice. 1 Quote Link to comment Share on other sites More sharing options...
f7ben Posted April 9, 2020 Share Posted April 9, 2020 11 minutes ago, DriftBusta said: Please, get the fuck out of this thread if you have nothing better to contribute. And ftr, EJ does not give buy ratings on stocks valued at any where near 70:1. Which was kind of the point. Was on a webex today and the guy hosting said, "we entered a very dark tunnel a month ago, and no one knew where the light was going to be, we knew it was coming, we just didn't know when. Silly analogy certainly, but no one knew where or when this thing would end, or how bad it would get. If you believe in the market, you ride these things out. Hoping we can have a good discussion about investing without the sky is falling bullshit. I get a ton of good shit that comes across my desk every day, with good solid advice. Sorry , carry on 1 Quote Link to comment Share on other sites More sharing options...
Angry ginger Posted April 9, 2020 Share Posted April 9, 2020 i'm struggling with finding some more individual stock plays. I had some terrific winners out of 08 that doubled the markets gain plus over the past 10 years so need to pick some winners this time. I've dumped a bunch of mutual fund holdings going to go with a mix of market ETF's and individual stocks. Quote Link to comment Share on other sites More sharing options...
DriftBusta Posted April 9, 2020 Author Share Posted April 9, 2020 1 minute ago, Angry ginger said: i'm struggling with finding some more individual stock plays. I had some terrific winners out of 08 that doubled the markets gain plus over the past 10 years so need to pick some winners this time. I've dumped a bunch of mutual fund holdings going to go with a mix of market ETF's and individual stocks. I've done ok with Boeing, GE, Tesla, Polaris, (and am still waiting for the NCL investment to pay off in the past month. Many consumer discretionary stocks in general have had huge swings. That said, this is assuming the volatility will continue. But those stocks I mentioned were making double digit gains and losses almost daily, which to me meant possible opportunities. All those stocks listed in that link were good long term buys, solid, but not quick scores. Sad that I'm hoping for more volatility, but those quick scores are fun, some of these companies are 20% of what they were a month ago. Quote Link to comment Share on other sites More sharing options...
F3600 Posted April 9, 2020 Share Posted April 9, 2020 I made some purchases into the downturn which did go lower and I added more but ultimately am down at this point in time. These are positions for me which are 7-10 year views. SNAP - I own this only because I was looking for an alternative to Twitter and my kids as well as every other kid uses this platform. I don’t think they have a great monitization plan just yet but it is an affordable play in the sector. T - I think ATT is a blue chip with good dividend and strong mobile and media outlook. SAIL - in the IT space, identity management, PAM, and soon IA identity learning is huge. They are the market leader and Gartner leader. They are the ServiceNow before that blew up. IBM - dividend and they are one of the best at AI for both data science and security. My two REITs...ORC and MFA are on hard times. But I still like the space. would like to hear others opportunity thinking. Quote Link to comment Share on other sites More sharing options...
ManOnManOral Posted April 9, 2020 Share Posted April 9, 2020 I am simply holding and will continue buying as it rises and falls. In five years this episode will be a distant memory. Quote Link to comment Share on other sites More sharing options...
DriftBusta Posted April 9, 2020 Author Share Posted April 9, 2020 14 minutes ago, F3600 said: I made some purchases into the downturn which did go lower and I added more but ultimately am down at this point in time. These are positions for me which are 7-10 year views. SNAP - I own this only because I was looking for an alternative to Twitter and my kids as well as every other kid uses this platform. I don’t think they have a great monitization plan just yet but it is an affordable play in the sector. T - I think ATT is a blue chip with good dividend and strong mobile and media outlook. SAIL - in the IT space, identity management, PAM, and soon IA identity learning is huge. They are the market leader and Gartner leader. They are the ServiceNow before that blew up. IBM - dividend and they are one of the best at AI for both data science and security. My two REITs...ORC and MFA are on hard times. But I still like the space. would like to hear others opportunity thinking. Other than SAIL which I'm not aware of, the other ones are solid, and good point about the dividend payouts. I have many clients who live on those dividends. AT+T has a great dividend. REITS are touch and go here. Mall properties bad, healthcare good. Quote Link to comment Share on other sites More sharing options...
f7ben Posted April 9, 2020 Share Posted April 9, 2020 1 minute ago, ManOnManOral said: I am simply holding and will continue buying as it rises and falls. In five years this episode will be a distant memory. Nobody give a fuck about you’re $1700 equity stake in some faggot ass Canadian company. Eat a bullet you cunt Quote Link to comment Share on other sites More sharing options...
ManOnManOral Posted April 9, 2020 Share Posted April 9, 2020 1 minute ago, f7ben said: Nobody give a fuck about you’re $1700 equity stake in some faggot ass Canadian company. Eat a bullet you cunt Drunk again? Quote Link to comment Share on other sites More sharing options...
f7ben Posted April 9, 2020 Share Posted April 9, 2020 7 minutes ago, ManOnManOral said: Drunk again? You crying? Quote Link to comment Share on other sites More sharing options...
DriftBusta Posted April 9, 2020 Author Share Posted April 9, 2020 1 hour ago, f7ben said: Sorry , carry on 10 minutes ago, f7ben said: Nobody give a fuck about you’re $1700 equity stake in some faggot ass Canadian company. Eat a bullet you cunt 1 Quote Link to comment Share on other sites More sharing options...
f7ben Posted April 9, 2020 Share Posted April 9, 2020 2 minutes ago, DriftBusta said: Fuck , sorry again. Lost myself there 3 Quote Link to comment Share on other sites More sharing options...
SSFB Posted April 9, 2020 Share Posted April 9, 2020 Bhen got by Uncle Woolie, bigly! Quote Link to comment Share on other sites More sharing options...
f7ben Posted April 9, 2020 Share Posted April 9, 2020 12 minutes ago, SSFB said: Bhen got by Uncle Woolie, bigly! IKR Quote Link to comment Share on other sites More sharing options...
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