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Stock-Age: Stocks, Options and Dividends oh my!
- Thread starter koam
- Start date
HoodWinked
Member
ya... this isn't allowed. one hour until sell off and we end negative
Ass of Can Whooping
Member
I was redder than a cherry this month but bout to end it 0.4% up
GHG
Member
Did nobody tell him that all of this is going to lead to crazy amounts of inflation?
BigBooper
Member
Not after this week. Feels like we'll be stagnant for a little bit.
ManofOne
Plus Member
I got a feeling that Q1-Q2 would be stagnant given the returns in 2020 however once q3-q4 hits we could see explosive returns.
BigBooper
Member
Yea I hope so. Who knows with all these stimulus bucks and uncertainty with lockdowns in Europe. Real estate management companies might be good for the year if materials prices stay high.
ManofOne
Plus Member
I actually put more into SPG and some REITS. I'm expecting rent inflation to hit pretty soon.
MaestroMike
Gold Member
ManofOne
Plus Member
Micron, Western Digital are said to consider deals for chip maker Kioxia
- Micron (NASDAQ:MU) and Western Digital (NASDAQ:WDC) are reportedly considering making separate bids for Japanese chip maker Kioxia Holdings that could value the company at $30b. Micron gained 4.2% in after hours trading, while Western Digital rose 7.3%.
- A deal could be finalized this spring, though it's not guaranteed, according to a WSJ report. Kioxia is controlled by PE firm Bain Capital. It's not clear how a transaction would be structured. Kioxia was formerly called Toshiba Memory.
- Kioxia was planning an IPO, but shelved it in September with the pandemic. Kioxia may still consider an IPO if if it can't come to an agreement with one of the acquirers, the paper said.
SpartanN92
Banned
Up 3%
I like easy mode!
I like easy mode!
joe_zazen
Member
ManofOne
Plus Member
Did you look at the interest rate futures. its being pulled foward.
HawksWinStanley
Member
CrankyJay™
Member
Lame, people here are partying and I'm basically up .3% .... amazing what individual tickers or sectors can do to fuck up a day.
ManofOne
Plus Member
What? How? are you over in consumer defensive and utilities?
StreetsofBeige
Gold Member
Decent day today. +1.3%. Need about 5 more of these to get to high!
CrankyJay™
Member
Not sure. I did sell my ON for 12% gain, I needed some free cash to make my monthly ETF purchases, lol
ManofOne
Plus Member
OPEC TO GRADUALLY SHORTEN SUPPLY CUTS
Oil futures pare gains after OPEC+ reportedly reached a preliminary deal to gradually ease production cuts starting in May: May WTI (CL1:COM) +0.9% to $59.72/bbl, June Brent (CO1:COM) +0.7% to $63.17/bbl.
According to Reuters, two sources say OPEC+ is considering raising production by 350K bbl/day in May, 350K bbl/day in June and 400K bbl/day in July.
Saudi Arabia reportedly proposed the phased supply boost, which would include some easing of the kingdom’s voluntary extra 1M bbl/day cut.
ETFs: USO, XLE, UCO, XOP, VDE, GUSH, OIH, ERX, BGR, BNO
As OPEC+ went into today's meeting, "the physical oil market is well supplied," says Wood Mackenzie's Ann-Louise Hittle. "However, that will shift over this quarter when we expect total demand to outpace supply."
Both crude benchmarks ended the month with ~4% losses while gaining more than 20% for the quarter.
Oil futures pare gains after OPEC+ reportedly reached a preliminary deal to gradually ease production cuts starting in May: May WTI (CL1:COM) +0.9% to $59.72/bbl, June Brent (CO1:COM) +0.7% to $63.17/bbl.
According to Reuters, two sources say OPEC+ is considering raising production by 350K bbl/day in May, 350K bbl/day in June and 400K bbl/day in July.
Saudi Arabia reportedly proposed the phased supply boost, which would include some easing of the kingdom’s voluntary extra 1M bbl/day cut.
ETFs: USO, XLE, UCO, XOP, VDE, GUSH, OIH, ERX, BGR, BNO
As OPEC+ went into today's meeting, "the physical oil market is well supplied," says Wood Mackenzie's Ann-Louise Hittle. "However, that will shift over this quarter when we expect total demand to outpace supply."
Both crude benchmarks ended the month with ~4% losses while gaining more than 20% for the quarter.
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AppleBlade
Member
I'm predicting 4,300 on 12/31/2021. Want to take me on in a friendly prediction challenge? What you got for 12/31/2021?
GHG
Member
I'm mostly just looking at ETF's instead of investing directly in any companies.
Anyone got any recommendations? The main issue is that most seem to contain Tesla which I'm already covered on with LIT and KARS.
Currently thinking CTEC or ACES.
HawksWinStanley
Member
ManofOne
Plus Member
I had 4430 but if Biden keeps spending like this. I’ll raise it. Already raised S&P EPS for the year.
Edit - I would add that strategist were expecting the market to end the year at 4,100 which was the median. The market could easily hit that mid q2
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mango drank
Member
You had $12M invested in MSFT?
ManofOne
Plus Member
No lol. But MSFT does make up a large portion of my portfolio it added to my total daily return. A 2.0% + bump on MSFT is a sight to behold.
I've been touting MSFT since the day I got here.
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Ass of Can Whooping
Member
ManofOne
Plus Member
- Wedbush analyst Daniel Ives says Microsoft's (NASDAQ:MSFT) new HoloLens deal with the U.S. Army shows that the company is "gaining market share from Amazon/AWS" with the Department of Defense and Pentagon.
- Ives writes that the Pentagon is working on adopting next-generation technologies, which could help Microsoft build out its competitive moat over the next year to 18 months.
- Wedbush maintains an Outperform rating and $300 price target on Microsoft.
- Microsoft shares are up 2.5% to $241.70.
- Background: Yesterday, Microsoft announced a new U.S. Army agreement for mixed reality headsets that could be worth up to $21.88B over the next decade.
- Related: Microsoft previously won the up to $10B JEDI cloud contract from the Pentagon. But last month reports suggested the Pentagon could pull the program due to an ongoing legal challenge from Amazon.
BigBooper
Member
No great reset here. No sir. Everything's fine.
That GAP IS NOT GOOD.
Ass of Can Whooping
Member
StreetsofBeige
Gold Member
+1.4%. I'll take it going into Easter weekend. Probably one of the best days (if not the best) I've had in the last 3 weeks.