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Stock-Age: Stocks, Options and Dividends oh my!

SpartanN92

SpartanN92

Banned
+4% today 🤤

Bracing for a big pull back tomorrow. My oil stocks did about +10%... no way that doesn’t retreat a bit tomorrow.

Edit: Good Friday tomorrow 🙄 no market tomorrow.
 
Last edited:
ManofOne

ManofOne

Plus Member
gcdoIt4.jpg


Rates haven't rose this fast since 1994. Can you guess why?
 
ipukespiders

ipukespiders

Member
It's a long weekend, the markets are closed, and this is "Stock-Age". However...

In addition to your portfolios, do any of you guys own rental houses/units? Perhaps using leverage for investing? Or using investment income to buy properties? Prefer REITs?
 
godhandiscen

godhandiscen

There are millions of whiny 5-year olds on Earth, and I AM THEIR KING.
ManofOne said:
gcdoIt4.jpg


Rates haven't rose this fast since 1994. Can you guess why?
Click to expand...
I just got a new Mazda with financing at 0.9 APR, it’s like free money. Some companies that borrowed money in the past year and are being smart about it are killing it right now.
 
T

Taxexemption

Member
ipukespiders said:
It's a long weekend, the markets are closed, and this is "Stock-Age". However...

In addition to your portfolios, do any of you guys own rental houses/units? Perhaps using leverage for investing? Or using investment income to buy properties? Prefer REITs?
Click to expand...

Why, do you want to laugh at their inability to collect rent due to the government? When the government can impose an eviction moratorium and then keep extending it for who knows how long, why would you get into this business? If I was going to be investing in housing it would be in REITs, but I think that's a super unpredictable/unreliable way to go right now. If anything I would be worried these will become more common in the future making the market less predictable, and I expect to see more laws regulating rental rates.
 
Delf

Delf

Banned
I've long given up investing.
Millionaires on YouTube or people with 100k to play with telling me to "buy the dip"

I've become addicted to fast money Lol

Splitting my cash account into thirds to start. Joining Discords for swings/day trades/scalps.
Still learning charts, entry and exits, but leaning on callers for plays with entry, exit, PT, catalyst etc..
I've set up 'active trade buttons' on WeBull to make it quicker.
Win some, lose some, but winning more then losing thankfully.
NFT's have been good to me lol

Currently I have around $1500 tied up in KXIN which is at $3.50 now and I'm in at 3.00.
They have a merger with HAITAOCHE LIMITED. Used car broker + Online sales. Forming a Chinese Carvana? I dunno, once she runs I'll be out once I secure a profit.
Merger states tho "Executives can liquidate shares if stock maintains a 12.50 price target for 20 days in a 30 day period."
I'm PRAYING 12.50 if I can see 10 I'm happy.

My other play, for the 9th is GLSI. They shot up to $157 in December and have settled down at $30 range. I'm in at $31 for $2500. They do big work in breast cancer research and rumors say we should see 'at minimum' a run up to $75 on their presentation on the 9th.

Next play after that is gonna be CVM. Head and neck cancer, catalyst mid-April.
This one is a SERIOUS roll of the dice and I'm not sure I'm gonna play it just yet.
 
Last edited:
ManofOne

ManofOne

Plus Member
Delf said:
I've long given up investing.
Millionaires on YouTube or people with 100k to play with telling me to "buy the dip"

I've become addicted to fast money Lol

Splitting my cash account into thirds to start. Joining Discords for swings/day trades/scalps.
Still learning charts, entry and exits, but leaning on callers for plays with entry, exit, PT, catalyst etc..
I've set up 'active trade buttons' on WeBull to make it quicker.
Win some, lose some, but winning more then losing thankfully.
NFT's have been good to me lol

Currently I have around $1500 tied up in KXIN which is at $3.50 now and I'm in at 3.00.
They have a merger with HAITAOCHE LIMITED. Used car broker + Online sales. Forming a Chinese Carvana? I dunno, once she runs I'll be out once I secure a profit.
Merger states tho "Executives can liquidate shares if stock maintains a 12.50 price target for 20 days in a 30 day period."
I'm PRAYING 12.50 if I can see 10 I'm happy.

My other play, for the 9th is GLSI. They shot up to $157 in December and have settled down at $30 range. I'm in at $31 for $2500. They do big work in breast cancer research and rumors say we should see 'at minimum' a run up to $75 on their presentation on the 9th.

Next play after that is gonna be CVM. Head and neck cancer, catalyst mid-April.
This one is a SERIOUS roll of the dice and I'm not sure I'm gonna play it just yet.
Click to expand...

How's your portfolio running ytd?
 
ManofOne

ManofOne

Plus Member
Uranium, lithium names rally on clean energy optimism
  • Investors hunting for a way to capitalize on President Biden's big plans for clean energy infrastructure are latching on to uranium names, which are moving broadly higher in today's trading.
  • While nuclear energy is not specifically mentioned in the $2T infrastructure proposal, its federally mandated "energy efficiency and clean electricity standard" would seem difficult to achieve without it.
  • Presidential climate advisor Gina McCarthy says nuclear energy should be one of the power sources eligible for a national Clean Energy Standard mentioned in the Biden plan.
  • After posting gains yesterday, shares are accelerating higher: UEC +9.9%, DNN +7.3%, URG +7.3%, UUUU +5.1%, OTCQX:FCUUF +5%, NXE +4.7%, CCJ +3.9%, OTCQX:WSTRF +3.8%.
  • Two new research reports from BMO Capital and Morgan Stanley say today's uranium prices mark a floor and predict a rally in prices over the next few years to ~$50/lb. by 2024.
  • Most lithium names are stronger too: LTHM +8.9%, ALB +3.6%, SQM +2.5%.
  • ETFs: URA, URNM, LIT
  • But fuel cell-related stocks, which skyrocketed after Biden's election, continue to lag other alternative energy plays: FCEL +0.9%, PLUG +0.3%, BLDP flat.
 
ManofOne

ManofOne

Plus Member
So I going to let you guys in on a little secret here,

If you check the weights for how they calculate the CPI you would note something



The traditional measures of CPI were replaced in early 2000 to something more consumer focused. As such you would note the weights have changed. So in reality inflation could be much much higher using traditional measures.
 
Last edited:
joe_zazen

joe_zazen

Member
Delf said:
I've long given up investing.
Millionaires on YouTube or people with 100k to play with telling me to "buy the dip"

I've become addicted to fast money Lol

Splitting my cash account into thirds to start. Joining Discords for swings/day trades/scalps.
Still learning charts, entry and exits, but leaning on callers for plays with entry, exit, PT, catalyst etc..
I've set up 'active trade buttons' on WeBull to make it quicker.
Win some, lose some, but winning more then losing thankfully.
NFT's have been good to me lol

Currently I have around $1500 tied up in KXIN which is at $3.50 now and I'm in at 3.00.
They have a merger with HAITAOCHE LIMITED. Used car broker + Online sales. Forming a Chinese Carvana? I dunno, once she runs I'll be out once I secure a profit.
Merger states tho "Executives can liquidate shares if stock maintains a 12.50 price target for 20 days in a 30 day period."
I'm PRAYING 12.50 if I can see 10 I'm happy.

My other play, for the 9th is GLSI. They shot up to $157 in December and have settled down at $30 range. I'm in at $31 for $2500. They do big work in breast cancer research and rumors say we should see 'at minimum' a run up to $75 on their presentation on the 9th.

Next play after that is gonna be CVM. Head and neck cancer, catalyst mid-April.
This one is a SERIOUS roll of the dice and I'm not sure I'm gonna play it just yet.
Click to expand...

It is fun.

My current 'fast money' play is abxx. The ceo said, they listed on a tiny niche Canadian market because they are in a 'quasi pre-IPO stage' where they wanted more liquidity than 'by-appointment' private stock sales could provide, but weren't ready for the push a big market listing needs. Retail guys like me never get pre-ipo chances, so this is probably the closest I'll get.

If their final market approval goes through in Singapore, the plan is a Nasdaq and possibly a dual listing in Shanghai. Nice and risky, but could be a 10X in one or two years, and a 100X in ten...or a 0X by summer, lol.
 
Drake

Drake

Member
Totally hypothetical question: If all you did was passive investing and you had 100k in cash sitting in your savings account how much of that would you invest and how much would you hold in a cash position?
 
Last edited:
GHG

GHG

Member
ManofOne said:
I saw this. One of the reasons why I don't have FB anymore. But I pretty sure they kept my info
Click to expand...

They do.

I don't know if it's different with the new right to be forgotten laws but I recall being told that if you delete your account all of your stuff is right where you left off if you ever decide to return.

The moment the rabbit hole of Facebook was opened there was no turning back. In my opinion users should have the right to have not only their data removed but any associated data as well (so if you've been tagged in a photo for example, that photo should also be removed).
 
GHG

GHG

Member
Drake said:
Totally hypothetical question: If all you did was passive investing and you had 100k in cash sitting in your savings account how much of that would you invest and how much would you hold in a cash position?
Click to expand...

This is something only you can assess for yourself. How much are your outgoings on a monthly/annual basis? How much of a rainy day fund do you need to feel comfortable and how long would you want it to last if shit hit the fan?

Then it's a case of assessing your risk tolerance levels to decide what type of investing you want to do.
 
T

Taxexemption

Member
Drake said:
Totally hypothetical question: If all you did was passive investing and you had 100k in cash sitting in your savings account how much of that would you invest and how much would you hold in a cash position?
Click to expand...

If it's coming out of your savings, it's recommended to keep enough in savings to last you at least 6 months. People occasionally experience completely unforeseen bouts of unemployment or injury, and if that happens you need to have money for that or you might be forced to sell your investments at a bad time, and possibly for a loss. Regardless, I wouldn't go in all at once. I mean maybe if the market crashes like crazy, but in general people are pretty bad at predicting both when this will happen, and how far down the crash will go. If you are just starting investing a large amount of money, you might want to slowly ease in over a period of many months into a bunch of different investments that you believe in.


I've personally found it very useful to have a reserve of cash for unforeseen expenses. However, the majority of my money is invested in the stock market, and a small percentage of my money has been used to purchase physical silver.
 
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joe_zazen

joe_zazen

Member
imho, not investment pro, for entertainment purposes only:

Drake Drake invest all of it, cash savings are waste. blue chip ETFs (e.g. spdr s&p 500 etf) are rock solid if you are worried about risk, and if your brokerage is also your bank, it takes literally 60 seconds to cash out and put the money in your chequing.

US govt has shown its commitment to keeping the market inflated, there is close to no risk if you are not trying to get 'easy money', and can handle the odd 5-10% temporary dunk every once in a while.

&, you can hold quality stocks in tax free accounts.
 
HoodWinked

HoodWinked

Member
Drake said:
.
Click to expand...

Another consideration is that you essentially have a lump sum amount. So there is the question if that should be invested all at once or put into the market over a period of time. Anyways they've done moving average analysis and found that lump sum on average outperforms dollar cost average by 4% and the longer the period of time you dollar cost average the worse it performs.

 
Last edited:
DarkestHour

DarkestHour

Banned
joe_zazen said:
imho, not investment pro, for entertainment purposes only:

Drake Drake invest all of it, cash savings are waste. blue chip ETFs (e.g. spdr s&p 500 etf) are rock solid if you are worried about risk, and if your brokerage is also your bank, it takes literally 60 seconds to cash out and put the money in your chequing.

US govt has shown its commitment to keeping the market inflated, there is close to no risk if you are not trying to get 'easy money', and can handle the odd 5-10% temporary dunk every once in a while.

&, you can hold quality stocks in tax free accounts.
Click to expand...

I waited until my mid 30's to stop stuffing money in savings accounts and I regret waiting so long. I still keep a healthy amount in savings for emergencies, but majority of my spare cash is invested.
 
Drake

Drake

Member
joe_zazen said:
imho, not investment pro, for entertainment purposes only:

Drake Drake invest all of it, cash savings are waste. blue chip ETFs (e.g. spdr s&p 500 etf) are rock solid if you are worried about risk, and if your brokerage is also your bank, it takes literally 60 seconds to cash out and put the money in your chequing.

US govt has shown its commitment to keeping the market inflated, there is close to no risk if you are not trying to get 'easy money', and can handle the odd 5-10% temporary dunk every once in a while.

&, you can hold quality stocks in tax free accounts.
Click to expand...


This is why people say to invest in EFT's over mutal funds isn't it? I never understood the advantage until just now. I have a bunch of money in the Fidelity S&P 500 index mutal fund, but if I want to trade that I have to wait until the end of the business day where EFT's you can just trade them whenever. Makes so much sense now.
 
HoodWinked

HoodWinked

Member
Drake said:
This is why people say to invest in EFT's over mutal funds isn't it? I never understood the advantage until just now. I have a bunch of money in the Fidelity S&P 500 index mutal fund, but if I want to trade that I have to wait until the end of the business day where EFT's you can just trade them whenever. Makes so much sense now.
Click to expand...

That's true but I don't know that it's a big advantage. The reason they say go ETF over mutual funds is more of a generalization. Because actively managed mutual funds under perform the SP500 about 80% of the time and have higher fees. But ya they have index mutual funds like the one you mentioned and for those the differences are fairly minor. Like a mutual fund may require a minimum investment but then you can invest in any dollar amount instead of a multiple of the share price and you can auto invest the dividends or from your bank account. But also many brokerages offer similar things in ETFs like fractional shares and also allow for reinvestment of dividends.
 
ManofOne

ManofOne

Plus Member
DOW futures going higher. Shift from tech to reopening stocks given the numbers. Watching construction stocks going forward, DE & CAT. There are valuation concerns so ill just keep an eye on them for now.


Dow Jones, Nasdaq rise after bumper jobs report​

  • Investors are digesting the March nonfarm payrolls report a bit late, with markets closed at the end of the week for Good Friday. The strong bounce in U.S. job growth, compounded with an accelerating vaccine rollout, are giving traders renewed enthusiasm after the S&P 500 topped the 4,000 milestone for the first time on Thursday. Overnight, the index rose another 0.5%, along with the Nasdaq and Dow Jones Industrial Average.
  • By the numbers: The NFP report smashed expectations, with the U.S. adding 916,000 jobs in March, the highest since August 2020. Growth was led by gains in leisure and hospitality, public and private education, and construction, while the unemployment rate fell to 6% from 6.2%. Helping boost sentiment is expected stimulus from a coming infrastructure proposal, as well as the current pandemic picture. The U.S. reported another daily record of new COVID vaccinations on Saturday, pushing the weekly average of new shots per day above 3M.
  • Other data this morning is expected to show a rebound in the U.S. services sector. The ISM Services Index, released at 10 a.m. ET, will likely display activity accelerating in the U.S. industries hardest hit by shutdowns and stay-at-home orders. A services recovery has so far lagged behind manufacturing and investors will be watching the figures to gauge the start of a broader economic revival.
 
ManofOne

ManofOne

Plus Member
hORvEHM.jpg

\

Communication services and information technology are likely to be among the biggest losers from the tax package, given the sectors’ exposure to higher taxes on foreign dealings. Goldman expects both to take about a 10 per cent hit on earnings next year owing to the jump in corporate and global tax rates alone.

The bank’s estimates were based on a plan set forth during the presidential campaign, which included similar tax increases.

For tech groups in particular, higher taxes are another blow for a sector that, until recently, underpinned an unprecedented rally on Wall Street. Savita Subramanian, head of US equity & quantitative strategy at Bank of America, said tech shares have come under pressure this year from rising borrowing costs, which decrease the value of future cash flows that are heavily baked into the valuations of the sector’s high flyers.
 
BigBooper

BigBooper

Member
ManofOne said:
hORvEHM.jpg

\

Communication services and information technology are likely to be among the biggest losers from the tax package, given the sectors’ exposure to higher taxes on foreign dealings. Goldman expects both to take about a 10 per cent hit on earnings next year owing to the jump in corporate and global tax rates alone.

The bank’s estimates were based on a plan set forth during the presidential campaign, which included similar tax increases.

For tech groups in particular, higher taxes are another blow for a sector that, until recently, underpinned an unprecedented rally on Wall Street. Savita Subramanian, head of US equity & quantitative strategy at Bank of America, said tech shares have come under pressure this year from rising borrowing costs, which decrease the value of future cash flows that are heavily baked into the valuations of the sector’s high flyers.
Click to expand...
Amazing way of thinking isn't it? Hmm this industry is doing well so let's punish them the most.
 
ManofOne

ManofOne

Plus Member
4j0yKsj.jpg


median sales price of U.S. homes has jumped $50k to record $370k…servicing debt each month is $100 more now than a year ago

(calculation assumes 20% down-payment, 30y loan & mortgage rate 50bps lower than in March 2020)
 
joe_zazen

joe_zazen

Member
ManofOne said:
4j0yKsj.jpg


median sales price of U.S. homes has jumped $50k to record $370k…servicing debt each month is $100 more now than a year ago

(calculation assumes 20% down-payment, 30y loan & mortgage rate 50bps lower than in March 2020)
Click to expand...

I saw a note saying there has been a surge of US institutional single family home buying in the past year and that it isn't slowing down.
 
ManofOne

ManofOne

Plus Member
joe_zazen said:
I saw a note saying there has been a surge of US institutional single family home buying in the past year and that it isn't slowing down.
Click to expand...

You're right it isn't slowing down anytime soon. Rates are still historically low in comparison so this is fueling the surge in home buying. Rental properties are crashing in value as single family homes are exploding in popularity.

Problem is that prices for goods and services going into those homes are increasing their build cost exponentially. Alongside higher borrowing rates with the rise in the 10 year.
 
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StreetsofBeige

StreetsofBeige

Gold Member
Low interest rates. Plus, the people who got affected the most during covid (low wage people) aren't the people who are in a home buying mode anyway. They don't make enough and aren't the people bidding up homes.

The people who kept their good paying jobs have mortgage rates at 2% and are using that to get approved for big mortgages driving things up.

Also, I'd guess that last year was a write off as people in general didn't want to buy or sell due to covid fears or job fears. Its now spring 2021 and everyone's expectations are already factored in. If you were interested in buying or selling, youre amped up now in house mode because things are getting back to normal.

And people who still are afraid of covid (densely populated places), you're probably more likely to want to move away from the core. And that means buying houses driving up the values because they are built 10x slower than condomania. COmbined with flex work and work from home, it makes it more tempting to buy farther out as your employer has a good chance of adjusting work from home or office policies. Our company did the same. I'm currently on permanent WFH flex with office duties if there's mandatory work or meetings I have to show up for. If not, I'm WFH until the company eventually goes back to normal (which I dont see anytime soon).
 
Last edited:
ManofOne

ManofOne

Plus Member
StreetsofBeige said:
Low interest rates. Plus, the people who got affected the most during covid (low wage people) aren't the people who are in a home buying mode anyway. They don't make enough and aren't the people bidding up homes.

The people who kept their good paying jobs have mortgage rates at 2% and are using that to get approved for big mortgages driving things up.

Also, I'd guess that last year was a write off as people in general didn't want to buy or sell due to covid fears or job fears. Its now spring 2021 and everyone's expectations are already factored in. If you were interested in buying or selling, youre amped up now in house mode because things are getting back to normal.
Click to expand...

I wonder how many of them are in a fixed vs variable
 
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