The Rokslide Stock Traders Thread

[pacoalcracker]

I can't see where anyone, even retirees can beat the inflation monster and length of retirement with people living longer and potentially needing a lot of money for possible retirement home care, WITHOUT having a healthy portion in stocks whether individual or etf held. Bonds, after inflation just won't do it. That 2% above inflation return will never keep up with actual real inflation and the ever-increasing cost of healthcare. You will certainly end up much worse off than having a good portion in stocks, even with the ups/downs of the stock markets. Not only that, but in 2022 bonds did just as bad as the SP500 losing 22%. Maybe someone can change my mind on that but that's how I see it. I'll be 65 soon, retired over 6 years ago and still have about 65% of my retirement portfolio in a variety of large and mid cap stock etf's, with about 15% in short term bonds and the balance in an annuity that started paying out 6 months ago to add to my pensions for 90% of my living expenses. Perhaps I'm wrong, but I certainly don't want to run out of money and end up in a low cost senior center home and get despicable care that they are famous for. Right now a good one is about 130K/yr in my area. Unless you have a 3M account in today's dollars, I don't see a long bonds portfolio at 5.5% before inflation cutting it.

 

[eddielasvegas]

On a serious note some I’m watching.

INTC- Benefits from administration chip decisions if they stick
MSFT- Huge moat+copilot & AI
SNOW-Cyber security
TTD- Advertising
COST- Welcome to Costco I love you
MSTR-Loads of BTC
NVDA-Wanting back in after selling above $140
ASML-Chips play

I thought SNOW was big data, data storage, data warehouses and big queries for days company?


Eddie

 

[NDGuy]

I thought SNOW was big data, data storage, data warehouses and big queries for days company?


Eddie

All of the above

 

[Beendare]

How about we play a little game; your best pics to double from these Lows.

It should be possible from these lows.
Most if the stuff I like is more solid growth- like META- but i doubt it will double that fast.

That said, heres one:
BTU- Peabody coal $10.47, down 12% yesterday, a total out of favor company and sector that could benefit hugely if the world tariff situation gets their stuff together. Get this: Earns about $2.50 /share for a $10 stock, PE is in the 3 range.

I was luke warm on it at $14, but now?????

 

[pacoalcracker]

double from these lows.....nvidia will be 180-200 within 12 months. Out of favor and got beat up badly and currently at 92.60 but if history is any gauge it's going to be a fave again once we get past all this craziness. AI goes nowhere without nvidia and AI is the play for the next 5-10 years.

 

[eddielasvegas]

How about we play a little game; your best pics to double from these Lows.

It should be possible from these lows.
Most if the stuff I like is more solid growth- like META- but i doubt it will double that fast.

That said, heres one:
BTU- Peabody coal $10.47, down 12% yesterday, a total out of favor company and sector that could benefit hugely if the world tariff situation gets their stuff together. Get this: Earns about $2.50 /share for a $10 stock, PE is in the 3 range.

I was luke warm on it at $14, but now?????

The below is not exactly deep dive analysis, but investing money here might be more of a gamble than many beaten down companies IMHO.


Eddie

 

[TX_Diver]

Any of the small modular reactor companies could double… but they also might be closer to gambling than investing also as most likely not all of them are going to make it.

 

[Clarktar]

I like DDOG. Getting back into a buy zone for me.

 

[5MilesBack]

Why would we want the economy to contract? Is there data that an SP P/E 15 is a good thing? Not arguing, just don't get your point

Nobody wants the economy to contract. Data that a P/E ratio in the teens is a good thing is "history". The P/E ratio is like a temp gauge in your car. When it runs hot (compared to historical averages), bad things can and will happen.

 

[chanson_roland]

European Defense stocks are getting a-once-in-3-generations injection of capital. Do your research, but some gems in there.

 

[Idaboy]

Nobody wants the economy to contract. Data that a P/E ratio in the teens is a good thing is "history". The P/E ratio is like a temp gauge in your car. When it runs hot (compared to historical averages), bad things can and will happen.

There are stocks with P/E below 20 who have done nothing for 15 yrs, don't ask me how I know, it may be more at risk for volatility, but if a portfolio has no stocks with a high PE ratio, then one might as well just own an index

 

[stevewes2004]

Futures down 5%.. bloody Monday incoming


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[Savagenut]

lol these guys thinking a 40% pullback wouldn't have more ramifications than 401ks

Guess who's going to continue to buy and own everything in the event something like that happens?

Sounds like another huge wealth transfer.


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[DapperDan]

Futures down 5%.. bloody Monday incoming


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Wish I had money in my Etrade account. Could have made some good returns on day trading the last week. lol. But as soon as I buy an option it will flip and I go red. Happens every time.


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[mostlybirch]

Copper prices in straight up free fall which is bad indicator for world economic health, selling the industrial metals suggests low expectations of building phases. Outside of my boglehead retirement funds I usually only trade in mining and metals because that is the world I know, and its disheartening to see battery metals continue to slide. I don't know what moves to make now, I pulled out of industrial metals in December and despite the record gold prices the precious metal miners have not been doing hot.

"Critical" mineral mining companies have the most political tailwinds, but you can take away all the regulations and red tape you want, but in the western world the deposit itself still has to be profitable and these prices don't bode well for a mining renaissance in the United States. The Chinese can mine these strategic metals with no regard to profitability, and they have recently cut us off as retaliation.

https://www.reuters.com/world/china-hits-back-us-tariffs-with-rare-earth-export-controls-2025-04-04/

"Max Layton, global head of commodities research at Citigroup, said in an interview with Bloomberg Television that copper could fall by another 8% to 10% in the coming weeks while JP Morgan now predicts a 60% chance of a global recession if the tariffs continue."
https://www.mining.com/copper-price-plunges-below-10000-amid-escalating-global-trade-war/

 

[2531usmc]

We’ll look back at this two years from now and see the buying opportunity of a lifetime

 

[stevewes2004]

We’ll look back at this two years from now and see the buying opportunity of a lifetime

Bingo


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[WiscoHoundsman]

We’ll look back at this two years from now and see the buying opportunity of a lifetime

Reminds me of when Covid hit and the Dow dropped from around 30000 ish to below 19000 in an about a month. When it went below 20000 my dad and I talked that we should back up the truck and put everything we could in. I probably should have but I built a house instead with that cash. Looking back not sure what would have been better as building materials skyrocket after the summer of 2020

 

[NDGuy]

 

[stevewes2004]

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