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Stock Thread 2019

Buffett's advice has always been, buy what you understand.

Other than LGLV, I'm going to stop buying equities and dollar cost average into bond funds. My 401(k) contributions will continue to buy into large cap growth, s&p 500 and nasdaq 100 index funds


I like your PML recommendation, afm199
PIMCO Municipal Income Fund II

Check out PMX as well. Both have served me well. PMX has a slightly better current rate of covering dividends.
 
I'm looking to make a speculative investment in heavy metals mining. I know the demand for cobalt and palladium will dramatically increase over the next decade.

Has anyone made investments in this area? The company I'm looking at is just starting to drill in a mine they estimate has over $1T in palladium. If the mine ends up hot, what kind of returns have you seen? How often do these mines not produce?
 
I'm looking to make a speculative investment in heavy metals mining. I know the demand for cobalt and palladium will dramatically increase over the next decade.

Has anyone made investments in this area? The company I'm looking at is just starting to drill in a mine they estimate has over $1T in palladium. If the mine ends up hot, what kind of returns have you seen? How often do these mines not produce?

Highly speculative and sometimes shady. Invest with caution.
I dabbled in resources a decade ago and it wasn't a particularly happy ending.
 
Right. Might be better to put $10k or whatever in to some same day IPO and see what happens.

I worked for zscaler. Went from $28 to $83. Zoom very similar profile from $60 to $95, though I missed it because I’m a wuss.

Then I rolled dice on Slack and it has t done so great, hoping next earnings crush and it lifts past IPO entry. Lost like $500 on lyft too just being an idiot.

Gonna hunker down and sit on the macro fund though and wait for the “big dip” to hit.
 
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definitely. I wouldn't mind some input as to what fold-increase is possible. With that information, the amount I'm willing to lose may change.

You might as well ask how much could you win on the lotto.
Check out the performance of similar stocks and I suspect what you'll find is that some go up a lot and even more go down a lot.
How could anyone make anything more than a worthless wild guess on a company you never even named.
 
You might as well ask how much could you win on the lotto.
Check out the performance of similar stocks and I suspect what you'll find is that some go up a lot and even more go down a lot.
How could anyone make anything more than a worthless wild guess on a company you never even named.

fair enough. I simply asked if others had experience. I am doing my DD.
 
What are all you big dogs putting your money in to and what is your respective strategy?

My buddy has taken his portfolio from 400-700 in two years (with lots of stupid options trades, few of which paid off). But the bulk was in tech / software, predominantly SaaS, and obviously that’s done well.
 
Highly speculative and sometimes shady. Invest with caution.
I dabbled in resources a decade ago and it wasn't a particularly happy ending.

+1 but I’d say more then sometimes shady. Mostly shady. I play in the speculation space and it has taught me one thing above the rest. You better have you finger on the sell button and watch it like a hawk. You will get burned and someone else will take profit.

If you got 10k sitting around you’ll first want to ask yourself how much baby sitting you want to do and from there you’ll have a better idea of the area you want to invest in.
 
1. Fed reduced interest rate --> Trumph wants it.
2. Stock reacted positively today --> all goes green.

Then Trumph dropped the hammer with another 10% tariff, all goes red instantly.
What Trumph is up with China?
 
It didn't go green at first. Feds announced and the market dropped. It's still reacting.

SPY down = TVIX up. Check it yourself. Good gains there.

Myself - Watching ENPH - Deusche Bank said 110.00 target. Two days ago it was trading under 20.00 and today it hit 30.00. Scalping the last two days has netted huge returns.
 
1. Fed reduced interest rate --> Trumph wants it.
2. Stock reacted positively today --> all goes green.

Then Trumph dropped the hammer with another 10% tariff, all goes red instantly.
What Trumph is up with China?

Here's hoping he doubles the tariffs. :afm199
 
I sold a fair amount of equity a few days ago, friday and monday, and bought back some today. My bond positions doing well.
 
Today is going to be a blood bath.

One can only hope.

The economy is not really doing that well, the trade war with China is going to get way, way, way worse before it gets better (if ever), and the market has been artificially propped up for a long, long time. Here's hoping the Fed keeps it's new found spine.
 
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I don't like the extreme language over a 1% day because it creates a psychological reality for the market that perpetuates its extreme overvaluation. I'd like to see it cut in half.
 
What spine? They caved and cut the interest rate. Now there is another round of tarrifs. Gee I wonder if them caving had anything to do with it. :rolleyes
 
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