The Rokslide Stock Traders Thread

Jdhunttrapfish

Lil-Rokslider
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Jun 18, 2019
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151
Been out of the loop for a while... seems like the consensus of the market from the past few pages, is pretty cautious and most people holding on to cash (other than a few plays)?

Finally accruing money now that I'm graduated and have a job, and looking to put money somewhere instead of in a savings account. Typical SPY / VTI / VOO seems like a safe long term plan, anything else to really look at to diversify or keep an eye out on?
Long term VTI/VOO is a solid combo, once and awhile I throw in a mid or small cap ETF just for a little more diversity
 

Snowhunter11

Lil-Rokslider
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Sep 16, 2022
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VBK/SLYG Some good small cap etfs imo. Also I invest in all of the fidelity sector etfs when the “price is right”. Sector investing can have increased returns over the standard 500 index if done correctly. My 2c
 
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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.
Added a little CVX today, same logic as the PR add a couple weeks ago. Seems like its oversold right now, and OPEC meeting this weekend could have some fireworks that spike crude prices next week (why would OPEC not allow journos in for the meetings this weekend like they usually do?) . Saw something like 9th or 10th straight week of SPR draws this past week, that can't last forever right?
 
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Not unusual at all, they've done it many times in the past.
I saw an article mention that, but the atmospherics right now make me think there's a chance for a surprise cut announcement. Saudi oil minister or whoever it was last week calling out people across the world that are shorting oil something to the effect of you're all playing with fire. Continued SPR draws that were supposed to have stopped by now.
 

BBob

WKR
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The Saudi's/MBS certainly aren't going to miss an opportunity to poke Biden and all the other woke cronies around the world repeatedly in the eye for dissing and messing with them.

They also warned the shorts before. Shortly after oil prices rocketed. Will they pull it off again?

Buffet bought even more oil over the past week so I wonder where he thinks the prices will go and stay?
 

BBob

WKR
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Added a little CVX today

Looking good.

IMG_0841.jpeg

The climatists failed and were told to step aside.

Oil & gas shareholders continue to reject climate-related petitions. Exxon Mobil and Chevron shareholders opposed more robust measures to mitigate climate change, dismissing over a dozen climate-related proposals during their annual meetings. The two largest U.S. oil producers were feeling pressure to follow European rivals in committing to tougher emissions reduction goals. However, those pushes have also faced shareholder pushback due to their potential profit impact.”

“Exxon, Chevron shareholders soundly reject climate-related petitions”​

 
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Looking good.

View attachment 559844

The climatists failed and were told to step aside.

Oil & gas shareholders continue to reject climate-related petitions. Exxon Mobil and Chevron shareholders opposed more robust measures to mitigate climate change, dismissing over a dozen climate-related proposals during their annual meetings. The two largest U.S. oil producers were feeling pressure to follow European rivals in committing to tougher emissions reduction goals. However, those pushes have also faced shareholder pushback due to their potential profit impact.”

“Exxon, Chevron shareholders soundly reject climate-related petitions”​

Perhaps part of the “conservative awakening” that seems to be starting. Woke politics manifested in a lot of companies are starting to have trouble in the marketplace.
 

BBob

WKR
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Perhaps part of the “conservative awakening” that seems to be starting. Woke politics manifested in a lot of companies are starting to have trouble in the marketplace.
Not only a conservative awakening or even conservative thought but some democrats (not liberals) I know are not stupid blind when it comes to the pandering energy policy’s that are being pushed.
 
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is it a good day to get more?
Tough to answer that, for me anyways. I still think we have more downside ahead, but at this point the AI bubble seems to be single-handedly keeping our stock market alive. All bets are off really when it's not truly a free market and you have a “independent” Federal Reserve and a legislative and executive branch with their fingers on the scales.

I'm gonna sit on the oil stocks I picked up for 5-7% cheaper than they are right this minute. If they get back down to the levels I bought last week I may consider buying more, I think they have good intermediate- to long-term potential. But we are right smack dab in the window for oil seasonality if it was gonna happen, and it just isn't, gas prices are actually down significantly in the last two weeks.
 

CorbLand

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Tough to answer that, for me anyways. I still think we have more downside ahead, but at this point the AI bubble seems to be single-handedly keeping our stock market alive. All bets are off really when it's not truly a free market and you have a “independent” Federal Reserve and a legislative and executive branch with their fingers on the scales.

I'm gonna sit on the oil stocks I picked up for 5-7% cheaper than they are right this minute. If they get back down to the levels I bought last week I may consider buying more, I think they have good intermediate- to long-term potential. But we are right smack dab in the window for oil seasonality if it was gonna happen, and it just isn't, gas prices are actually down significantly in the last two weeks.
Fuel prices are up ~20 cents a gallon here in the last two weeks.
 
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Fuel prices are up ~20 cents a gallon here in the last two weeks.
Yeah i know there are significant local dynamics. It never went down in HI to begin with, and I’ve seen recently it’s ridiculously expensive in Arizona right now too for some reason, I think it’s even more expensive than here. But generally, I pay attention to this chart for broad gasoline prices. There’s just no real uptrend.

 
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