The Rokslide Stock Traders Thread

[WiscoHoundsman]

I’m watching some large equipment manufacturing companies like caterpillar, deere, cnh, ect. If they go low enough I may take some small positions in a few of them.

I’m no professional but if they get to a 5+ year low it may not be bad to add a few shares here and there. I’m also keeping an eye on oil companies but haven’t determined an entry point.

 

[2531usmc]

I’m watching some large equipment manufacturing companies like caterpillar, deere, cnh, ect. If they go low enough I may take some small positions in a few of them.

I’m no professional but if they get to a 5+ year low it may not be bad to add a few shares here and there. I’m also keeping an eye on oil companies but haven’t determined an entry point.

Exxon’s PE is ~14 and SPY’s is about 25, so I’m getting interested.

 

[Forestryguy]

Lost my ass years ago and divested to stop letting the market dictate when I could retire. Got back to a comfortable position and pulled all my money. Never again.

Curiosity sake. How did you fund retirement? Where did you move money to? I am looking at things differently.

 

[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.