The Rokslide Stock Traders Thread

Broomd

WKR
Joined
Sep 29, 2014
Messages
4,283
Location
North Idaho
So for the long PR guys what does today’s earnings report tell you? Any surprises?
Aff, we're in a shit market, plain and simple. The people in control are systemically destroying the economy and they aren't worried about that. The average 401k retirement acct has been destroyed.
Sad situation and dark times.

PRs numbers look good, but overall the O&G sector is getting pummeled pretty good right now. I'm setting an 11.80 sell order and won't touch it. Should have bailed at 12.05 but I was swamped with life stuff and ranch work, calves etc. Given the latest divi payout, I'll adjust my sell order down a bit and will wait.

Hopefully June for an exit! Tired of watching this market implode while the senile First Perv eats his ice cream.
 
Joined
Dec 7, 2014
Messages
914
Vxrt is starting to move again. Definite game changing Longshot. Proceed with caution. Whsi for beer money, gambling types.
I threw some extra money at it not knowing anything about the stock. That’s got me feeling pretty good so far today! It’ll probably all come crashing down because I said that.
 
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Joined
Jan 18, 2022
Messages
442
Been almost completely in MM fund for the last month or two, just riding things out with the ~4.5% net yield those are offering right now. I did, however, dip back into PR today. Not a huge position, but with the quarterly dividend cutoff yesterday and with the latest dip in crude price I got in for the lowest share price since beginning of the year. Small bet on this $70/barrel crude price not lasting -- I figure summer seasonality should kick in soon if it's going to, plus it seems like OPEC in the last year has signaled it's not willing to let our administration toy with crude supply for too long without intervening.
 
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CorbLand

WKR
Joined
Mar 16, 2016
Messages
8,046
Been almost completely in MM fund for the last month or two, just riding things out with the ~4.5% net yield those are offering right now. I did, however, dip back into PR today. Not a huge position, but with the quarterly dividend cutoff yesterday and with the latest dip in crude price I got in for the lowest share price since beginning of the year. Small bet on this $70/barrel crude price not lasting -- I figure summer seasonality should kick in soon if it's going to, plus it seems like OPEC in the last year has signaled it's not willing to let our administration toy with crude supply for too long without intervening.
Gas prices are already increasing...one would think oil would follow. It took a 23 cent jump overnight here.
 
Joined
Jan 18, 2022
Messages
442
Anyone in the crowd that's smart on REITs willing to school me on them? I've seen one or two names mentioned here over the months for REITs that people are holding, but how have those worked out for you and how do you see the divided yields holding up as the prices fall?

I'm paying attention to them, but the more I research the more confusing it gets with floats and debt maturity dates and all kinds of terminology that seems like REITs have their own language.
 
Joined
Jan 13, 2015
Messages
855
Location
Veradale, Wa
Anyone in the crowd that's smart on REITs willing to school me on them? I've seen one or two names mentioned here over the months for REITs that people are holding, but how have those worked out for you and how do you see the divided yields holding up as the prices fall?

I'm paying attention to them, but the more I research the more confusing it gets with floats and debt maturity dates and all kinds of terminology that seems like REITs have their own language.
Not REIT's but my two divi stocks are ARCC and SAR. Steady and consistent.
 

eddielasvegas

WKR & Chairman of the Rokslide Welcoming Committee
Classified Approved
Joined
Feb 2, 2020
Messages
3,764
Location
Scottsdale, AZ
i have calls on NVDA
wish i'd done a lot more
Good on ya.

This stock was on my watch list for a few months and I was close to buying when it got to about $110/sh just recently (yes, recently) , but I just could not pull the trigger given where I think we are headed with our print money until we implode economy. OTOH, what the heck do I know? Maybe we can print ourselves to wealth.

No need for me to guess how their earnings report looked given this.


Eddie


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2531usmc

WKR
Joined
Apr 5, 2021
Messages
513
Good on ya.

This stock was on my watch list for a few months and I was close to buying when it got to about $110/sh just recently (yes, recently) , but I just could not pull the trigger given where I think we are headed with our print money until we implode economy. OTOH, what the heck do I know? Maybe we can print ourselves to wealth.

No need for me to guess how their earnings report looked given this.


Eddie


View attachment 557298
You and I are in the exact same boat. You know it’s all going to fall apart but the question is when
 
Joined
Jan 18, 2022
Messages
442
You and I are in the exact same boat. You know it’s all going to fall apart but the question is when
MMFs paying over 4.5% after expenses. I'm sitting almost completely on the sidelines in MMFs right now as I still expect things to get worse before they get better. That said, NVDA is a clear example that there is still money to be made out there, but its a risk-reward calculation.
 

jbosk15808

Lil-Rokslider
Joined
Aug 24, 2022
Messages
180
Location
Hawaii
Anyone in the crowd that's smart on REITs willing to school me on them? I've seen one or two names mentioned here over the months for REITs that people are holding, but how have those worked out for you and how do you see the divided yields holding up as the prices fall?

I'm paying attention to them, but the more I research the more confusing it gets with floats and debt maturity dates and all kinds of terminology that seems like REITs have their own language.
Wouldn't consider myself smart or expert on the matter, but I have held a position in $O for over 10 years and is my most consistent dividend payer, so I can speak on that stock. Like with all investments, its depends what you want out of it, dividend/growth/mix of both. For me REITS are mostly income generating/value retention, so I mainly hold O for monthly dividends than compared to other popular monthly dividend paying stock like QYLD as my holdings in O has also gained value and the dividend has also increased $0.10/share over that time frame. I do hold other REITS (i.e. STAG) in much in smaller amounts compared to my position in O and that just because O rents to various businesses so the variety is caked in and I can sell covered calls at decent enough premium on my position to boost the income on it. I like that their contracts are triple net leased and with long term tenants which I believe helps limits risk somewhat as its passed on to their tenant.
 
Joined
Feb 11, 2021
Messages
75
Anyone in the crowd that's smart on REITs willing to school me on them? I've seen one or two names mentioned here over the months for REITs that people are holding, but how have those worked out for you and how do you see the divided yields holding up as the prices fall?

I'm paying attention to them, but the more I research the more confusing it gets with floats and debt maturity dates and all kinds of terminology that seems like REITs have their own language.
I don't know much about REITs, but given what I've been hearing about massive over-valuations in commercial real estate and the potential for that being a bubble that will pop soon, I'd be careful about getting into any that are heavy in commercial. But again, I know next to nothing about them other than the summary on Nerd Wallet that I read, so take that with a large grain...
 

Snowhunter11

Lil-Rokslider
Joined
Sep 16, 2022
Messages
170
Location
North Dakota
I also would avoid reits as well that are mainly commercial office. Look at the current trend of tech layoffs. Ai will be doing its damage to a few sectors shortly. Reits with mainly multifamily on the other hand might not be so bad. Typically have decent dividends as well. My 2c
 
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JungleDan

Lil-Rokslider
Joined
Mar 15, 2020
Messages
186
any of you oil gurus care to predict what's going to happen in the next few months with PR or others?
 
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