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

Fools idol said:
I've been going the opposite way (buying older cars). I think they are going to go up in value a lot over time (the right specs and rarity in mind of course). Particularly, M cars pre-turbo, Ferrari's pre-turbo, and pretty much anything Porsche before 2013 or so.

I have my eyes on a GT2 RS - but literally no where to store it, unless I sell one of my others which I can't bring myself to do 🤦🏻‍♂️
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The UK is different to here in that respect, there are lots of high quality independent specialists that you can trust to take care of your car, especially if it's a high end model. Here... Not so much. It's not worth the risk of being out of warranty on an expensive car, especially with all the heat and dust the cars need to be able to cope with.
 
🏴‍☠️🩳☠️
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Follow Anthem. (ANTM on the stock market)

We got an e-mail from the CEO today that the corporate name is changing from Anthem to Elevance (assuming the shareholders approve) so this might be interesting. And don't worry, Anthem's already put a PR out on this so it's not an insider thing or anything.

 
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Some here invested in Mullen Automotive? Personally, i really like their products and the past development of the company looks promising.

I got in at the beginning of March and averaged up the last two weeks. In the last 30 days the stock has risen 400% and still has a lot of upside potential. Some people aready think that it could actually develop similarly to AMC or GME (short squeeze). But we will have to wait and see. In any case, it is still a promising, but of course also risky, position. It could be worthwhile to get in with a small position in your portfolio, no matter if short or long.
 
Intel is doing well the past few days. Good thing I added multiple times at 44, 46. Think it might head to around 57, 60 here in the short term hopefully.
 
I have something to say here that I would probably not regret in my old years.

I went long Ali-baba (75% of my portfolio. over the prices $60-80 this past weeks. I have been quiet here because I have been very busy re-organizing and reshaping my portfolio of assets to do so. I understand to most here that China is probably too risky, but in my humble opinion, the worst is over for Ali Baba at $80 range. There are two core reasons - 1 obviously being the geopolitical capitulation and deep value the company currently trades at for its LONG TERM (by long term, I mean 5-10 years at absolute bare minimum). 2 being it's technical chart. The buy volume over the past few weeks on this name despite the geopolitical climate has been nothing short of staggering - it looks almost certainly to be like federal level Chinese institutions, as well as probably other global institutions buying.

As always the case, invest your money using your own due diligence. I will keep it as simple as that - but mark this post those of you who wish - I think we will be at a 10 bagger for Baba in the next decade as China cleans up it's act and the geopolitical climate is reshaped forever. China does not have a central bank, you have CCP. They have said they are going to support their stocks - and I believe that this is the crown jewel they have. You can bet your ass they wont be saving all the speculative shit like Nio, Didi and what not, but BABA absolutely - it is their Amazon, probably the core most important company in their economy. There is your support pivot floor imho. Anyone who doesn't consider these things can take a look at how powerful federal reserve powers are over stock prices and liquidity, China's CCP on it's own companies is even greater. It's likely that the giant fund level volume of buys and short covering that occurred recently is echo of that realization.
 
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Fools idol said:
You can bet your ass they wont be saving all the speculative shit like Nio, Didi and what not, but BABA absolutely - it is their Amazon, probably the core most important company in their economy.
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According to my understanding, JD.com is their Amazon, not Alibaba.
 
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The FED are busy talking about green energy and Russia. I'm just waiting for them to talk about gender equality and inclusivity.

They are so distracted it's painful.
 
Annoyed at myself for not buying obvious stuff like Nutrien when the Russia/Ukraine shit started...
 
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dem said:
Ooof...

like a butcher shop this morning.

this sucks
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Still waiting for someone to come up with a valid reason as to why the markets will be able to sustain an upward move in an environment with rampant inflation and rising interest rates.

The only thing that could change things is if this earnings season is far more positive than people anticipate.
 
I'm curious what Meta earnings are going to look like next quarter...
I feel like there are way more ads in Facebook and Instagram than there was even a few months ago. I think they put that shit into high gear :messenger_grinning_squinting:

I remember scrolling on fb video or reels last summer and being like "how is this making any money? I barely see any fucking ads?"
Now its like every 3rd video i'm getting an ad.
 
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GHG said:
Still waiting for someone to come up with a valid reason as to why the markets will be able to sustain an upward move in an environment with rampant inflation and rising interest rates.

The only thing that could change things is if this earnings season is far more positive than people anticipate.
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dem said:
I'm curious what Meta earnings are going to look like next quarter...
I feel like there are way more ads in Facebook and Instagram than there was even a few months ago. I think they put that shit into high gear :messenger_grinning_squinting:

I remember scrolling on fb video or reels last summer and being like "how is this making any money? I barely see any fucking ads?"
Now its like every 3rd video i'm getting an ad.
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I'll be scrolling in Facebook and I know for sure I didn't touch the ad but it will pull up a full screen about every 4th or so ad.
 
Man.... I was really wanting to go deep and buy a forever home this summer.

Now we're lookin at spiking interest rates and housing prices that likely won't respond for months.

Worst of both worlds. Fuck.
 
dem said:
Man.... I was really wanting to go deep and buy a forever home this summer.

Now we're lookin at spiking interest rates and housing prices that likely won't respond for months.

Worst of both worlds. Fuck.
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Yep. Sold my house and made a nice chunk, knowing that rates went up right after lol. Wanted to sell at the peak (hopefully!)

Plan was to just play with the profits in the market. Hopefully in a year or less I can just buy a nice house in cash if I wanted to.
 
Ozzy Onya A2Z said:
So time to buy Netflix then is it?
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Shrinking subscribers, still reliant in cash burn in order to operate while we are about to enter a period of rising rates.

Still a "no thank you" from a long term investment standpoint for me, even despite the significant drop you are still paying a premium for a business that no longer has a growth story going for it. From a trading perspective it will have both the prospect of an oversold bounce going for it and the fact that it's down near a support level that dates back to October 2019 but it would be the very definition of hit and quit.
 
GHG said:
Shrinking subscribers, still reliant in cash burn in order to operate while we are about to enter a period of rising rates.

Still a "no thank you" from a long term investment standpoint for me, even despite the significant drop you are still paying a premium for a business that no longer has a growth story going for it. From a trading perspective it will have both the prospect of an oversold bounce going for it and the fact that it's down near a support level that dates back to October 2019 but it would be the very definition of hit and quit.
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I don't really agree with that assessment of "shrinking subscribers". Best estimates out there are about 215,000,000 subs and this is the first time in 12 years Netflix reported 200,000 subs down. So 0.093% is shrinking (not even 1%)? I guess I feel the word is overstated given current Covid, economies and all that. They've come off a huge couple of bumper years with the world in lockdown and that's all they lost in the emerging streaming competitor wars? Nothing, I expected them to drop off millions or tens of millions TBH. They're coming from a decade of growth, how many consecutive years should a company grow? Pretty harsh to write them off IMO.

It feels like they're in a great spot and this is just a correction from the recent crazy 2 years and competitors entering the market more.
 
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Ozzy Onya A2Z said:
I don't really agree with that assessment of "shrinking subscribers". Best estimates out there are about 215,000,000 subs and this is the first time in 12 years Netflix reported 200,000 subs down. So 0.093% is shrinking (not even 1%)? I guess I feel the word is overstated given current Covid, economies and all that. They've come off a huge couple of bumper years with the world in lockdown and that's all they lost in the emerging streaming competitor wars? Nothing, I expected them to drop off millions or tens of millions TBH. They're coming from a decade of growth, how many consecutive years should a company grow? Pretty harsh to write them off IMO.

It feels like they're in a great spot and this is just a correction from the recent crazy 2 years and competitors entering the market more.
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It's not my assessment, it's theirs:

Even worse, Netflix expects to lose 2 million net subscribers in the June quarter, again falling shy of Wall Street's estimates.
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www.barrons.com

Netflix Stock Plummets After Losing Subscribers

Streaming giant Netflix expects to lose 2 million subscribers this quarter. CEO Reed Hastings says the company is considering an ad-supported subscription tier.
www.barrons.com www.barrons.com

Increased competition and consumers being financially squeezed by inflation on a global basis aren't the only things they have to contend with either. They've also got to contend with rising costs (already shown on their balance sheet for the last quarter and it's not pretty - over a 6% YoY decline of net income is the final result), and rising interest rates.

I'm not writing them off as a business, I'm just not interested in their stock at the price it will be when it opens today - it's still overvalued. The stock was priced as if they had the capacity to continue to grow subscribers forever, it's been a pumped up story stock for years (even before the pandemic). As always, do your own due diligence, if investing long term it can get a lot worse than most people think.
 
Ozzy Onya A2Z said:
GHG GHG

Thanks for the added info mate. Certainly more impactful when talking in the loss of millions of subs.
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There will come a time when it's a sensible buy but just not yet IMO. It's going to take a while for the dust to settle.

As I type this it's down a further 12% since market open, so now down 38% overall from yesterday's close. This is unfortunately what happens when a stock price is built on a narrative rather than the financials and that narrative is no longer valid.
 
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