The Rokslide Stock Traders Thread

[Beendare]

So, is this the dead cat bounce?

Thats what I'm thinking....but who knows.

If you can catch a repeat of the Jeff Gunlach of Double line capital interview on CNBC from yesterday- smart guy that is usually right on when it comes to economic predictions- or at least as smart as anyone can be with all of the outliers. He doesn't think this is a short term thing [like weeks or a month] he thinks 60% chance of recession.

 

[NDGuy]

So, is this the dead cat bounce?

 

[Silver Wings]

View attachment 864555

Sold MU, Wolf and AVGO right at the open this morning. Made a little money and more importantly have cash to help some of the other positions that are not faring too well

 

[DenverCountryBoy]

Added Prologis (PLD) and Stag Industrial (STAG) to my watch list. If more manufacturing is on shored, they will need factories and warehousing.

Waiting for a bottom to form before buying. Never try to catch a falling knife.

 

[SWFLhntr]

I thought it was October not December?

Correct.

 

[chanson_roland]

I thought it was October not December?

My bad. You're right. Pulls the revenue even closer in the quarter. I think that's their Q2. At any rate, with all the global tariff noise, MSFT is pretty insulated, and have a forcing function working in their favor.

 

[NDGuy]

See how China reacts overnight...could circuit breaker before end of week

 

[Idaboy]

Dead cat...at best

 

[mostlybirch]

For those who called it a buying opportunity, I agree, gotta look at the bright side. It's kinda like, what if I could buy into my positions back at 2023 prices .

 

[cowdisciple]

And the tariffs haven't even actually taken effect yet. If the market doesn't see some signs of rational trade policy I imagine there's plenty of room to drop another 20% in the next month or two.

 

[mostlybirch]

And the tariffs haven't even actually taken effect yet. If the market doesn't see some signs of rational trade policy I imagine there's plenty of room to drop another 20% in the next month or two.

If you're buying in this environment, I think you better have a pretty bomber thesis.

 

[Coveyleader]

I just bought today. If its not the bottom, who cares, great companies down 15-40 % from just a week or so ago. Long term, we shall see.

Microsoft had a pretty nice run early today. I'm sure some people bought early, and dumped.

 

[Montana Slim]

View attachment 864555

Was waiting for this one...

 

[MarkOrtiz]

I know this is a “trading” thread but has kind of morphed into all things equities. For those trying to time the bottom, I wouldn’t. My personal opinion, is it’s the uncertainty only that is driving this, and it will rebound very quickly with the first news report that china and US are at the table for discussions. I had a chunk of cash from selling other investments, and I’m averaging into the market the whole way down…

Same here. Averaging buys over the next 90 days or so.

 

[MuleyFever]

Anyone increasing 401k contributions? I am thinking of increasing mine so I buy more now instead of at the end of the year.

 

[stevewes2004]

Anyone increasing 401k contributions? I am thinking of increasing mine so I buy more now instead of at the end of the year.

Yep. Moved from 12 to 18% this week.. and will keep it that way for the coming months. Also increased Roth to max out earlier.


Sent from my iPhone using Tapatalk

 

[Coveyleader]

Make sense to move holdings from traditional 401k into Roth to take advantage of tax free gains?

 

[Spoonbill]

Make sense to move holdings from traditional 401k into Roth to take advantage of tax free gains?

You need to account for the taxes. I have been doing it with my IRA for a while and try to do make sure my tax bill at the end of the year isn’t insane.

 

[HuntHarder]

I thought about trying to time the market with, increasing my 401k right now and reducing toward the end of the year, but most are not good enough to try and effectively "time" the market.

I honestly think this year holds more pain ahead too. Hope I'm wrong, hope I'm right.

 

[DiabeticKripple]

I’m paying off debt. Low oil prices does not bode well for my job. I can miss some opportunities now, but to me trying to get out of my small amount of debt is more important in case I need to pull later.

My portfolio is down 22% the last 1yr. Yuck.