The Rokslide Stock Traders Thread

[Fowl Play]

@Fowl Play, thx for the insights. I've moved on from UNH too.

No problem, that’s my take from being in the industry, but UNH is far outside my wheelhouse, I know Buffet just loaded up on a ton of UNH so…

 

[eddielasvegas]

Boeing is not going to come roaring back in my opinion, without a major overhaul of what the company has turned into. It used to be the pinnacle of American aerospace. Now it’s a literal dumpster fire hanging on by the threads of existing contracts (and a few new ones). They replaced engineering management with penny pinching MBA’s, removed critical quality control, etc. Their space capsule “Starliner” is a colossal failure. They essentially murdered hundreds of people with those 737 max failures a few years back. Everyone involved with that should have had criminal charges brought against them for engineering ethics violations. (You can look up the FAA report, they knew what was wrong after the first crash, but tried to keep it quiet because it was due to a software modification they hid from the FAA to prevent additional pilot training… meanwhile two more planes crashed.) They’ve had colossal quality control issues, grounding additional fleets of aircraft’s. Due to all this, they’ve lost too much market share to Airbus and will loose more. I would look elsewhere for investments, these are all systemic issues with the current company that will take decades to recover from (if they ever do).

Of course… markets are irrational, so who knows, but I would not consider it a quality company on a discount anymore.

I saw a rally good quote online about BA a couple years ago (no idea who originally said it) and I'm probably off with a couple words:

When they were based in Seattle, they were an engineering company who happpened to make planes.
When they were based in Chicago, they were a financial company who happened to make planes.
Now that they are based in DC, they are a lobbying company who happens to make planes.


Who knows how accurate it is, but a once highly respected company, revered worldwide, has had a fall from grace that follows the above timeline.


Eddie

 

[BBob]

I saw a rally good quote online about BA a couple years ago (no idea who originally said it) and I'm probably off with a couple words:

When they were based in Seattle, they were an engineering company who happpened to make planes.
When they were based in Chicago, they were a financial company who happened to make planes.
Now that they are based in DC, they are a lobbying company who happens to make planes.


Who knows how accurate it is, but a once highly respected company, revered worldwide, has had a fall from grace that follows the above timeline.


Eddie

There’s a bunch of truth to that. It’s pretty common knowledge that when they merged with McDonnell Douglas the bean counters from MD pretty much took over running the company from the Boeing engineers. Any aerospace company likely lives and dies with lobbying success or failure these days.

 

[Shadow Illude]

@Fowl Play, thx for the insights. I've moved on from UNH too.

Are you re thinking this after the Buffet news?

 

[HuntHarder]

Ooof. UNH! Buffet still has it.

 

[Beendare]

Are you re thinking this after the Buffet news?

I never claimed to have perfect timing.....grin

I based my decision on costs for HC going into the stratosphere....it's going to be harder and harder for these companies to manage that. Obviously Buffet disagrees. He was rumored to be buying...and that accounts for the rise before the announcement was made.

In fact, Buffet has don't almost nothing with his $300B in cash. I sold my BRK-B, it's been dead money. Buffet is more worried about distributing his inheritance. I will rotate that $$ into ETF's or maybe a vacation house...but not doing anything until after hunting season.

My son continues to play the Reddit stuff with small change positions, His HGRAF is up 72% in the short time he owned it.

 

[HuntHarder]

I never claimed to have perfect timing.....grin

I based my decision on costs for HC going into the stratosphere....it's going to be harder and harder for these companies to manage that. Obviously Buffet disagrees. He was rumored to be buying...and that accounts for the rise before the announcement was made.

In fact, Buffet has don't almost nothing with his $300B in cash. I sold my BRK-B, it's been dead money. Buffet is more worried about distributing his inheritance. I will rotate that $$ into ETF's or maybe a vacation house...but not doing anything until after hunting season.

My son continues to play the Reddit stuff with small change positions, His HGRAF is up 72% in the short time he owned it.

You made me go look at my Brk.b. That is one of my, set it and forget it, stocks I own. It has a large chunk in it and I typically dont look at it much. I have owned it, just under 5 years and it has averaged 20ish % a year. Looks like lately it has dropped off quite a bit from the first 4 years. Which other stock are you looking at for: Set it and forget it? Safe investment

 

[TaperPin]

Boeing is not going to come roaring back in my opinion, without a major overhaul of what the company has turned into. It used to be the pinnacle of American aerospace. Now it’s a literal dumpster fire hanging on by the threads of existing contracts (and a few new ones). They replaced engineering management with penny pinching MBA’s, removed critical quality control, etc. Their space capsule “Starliner” is a colossal failure. They essentially murdered hundreds of people with those 737 max failures a few years back. Everyone involved with that should have had criminal charges brought against them for engineering ethics violations. (You can look up the FAA report, they knew what was wrong after the first crash, but tried to keep it quiet because it was due to a software modification they hid from the FAA to prevent additional pilot training… meanwhile two more planes crashed.) They’ve had colossal quality control issues, grounding additional fleets of aircraft’s. Due to all this, they’ve lost too much market share to Airbus and will loose more. I would look elsewhere for investments, these are all systemic issues with the current company that will take decades to recover from (if they ever do).

Of course… markets are irrational, so who knows, but I would not consider it a quality company on a discount anymore.

Boeing is going to have a hard time competing with cheaper Chinese planes once they get certified and that’s coming up quick.

The bolt fiasco is interesting

 

[JVS]

I never claimed to have perfect timing.....grin

I based my decision on costs for HC going into the stratosphere....it's going to be harder and harder for these companies to manage that. Obviously Buffet disagrees. He was rumored to be buying...and that accounts for the rise before the announcement was made.

In fact, Buffet has don't almost nothing with his $300B in cash. I sold my BRK-B, it's been dead money. Buffet is more worried about distributing his inheritance. I will rotate that $$ into ETF's or maybe a vacation house...but not doing anything until after hunting season.

My son continues to play the Reddit stuff with small change positions, His HGRAF is up 72% in the short time he owned it.

Foggy? That you?

Jordan Selsor from habitat talk

 

[Hydra6]

I saw a rally good quote online about BA a couple years ago (no idea who originally said it) and I'm probably off with a couple words:

When they were based in Seattle, they were an engineering company who happpened to make planes.
When they were based in Chicago, they were a financial company who happened to make planes.
Now that they are based in DC, they are a lobbying company who happens to make planes.


Who knows how accurate it is, but a once highly respected company, revered worldwide, has had a fall from grace that follows the above timeline.


Eddie

I worked in the Paper Industry. I worked for a paper company that tried to make money that was bought by another money-making company that tried to make paper. Fortunately, bad roll of paper will not kill people like a bad plane but same problem - leader who think they know how to make a product but have no skills in that specific industry.

 

[ihookem]

No problem, that’s my take from being in the industry, but UNH is far outside my wheelhouse, I know Buffet just loaded up on a ton of UNH so…

I didnt know Buffet loaded up on UNH. I put in my last $2,000 and bought UNH and am up 12% in 2 days. I think it might go back down , but in 5 yrs. I am sure I will be happy. The divies will pay me 3.6% and they raise them quite aggressively .

 

[mxgust]

I didnt know Buffet loaded up on UNH. I put in my last $2,000 and bought UNH and am up 12% in 2 days. I think it might go back down , but in 5 yrs. I am sure I will be happy. The divies will pay me 3.6% and they raise them quite aggressively .

Company insiders and members of Congress have also been buying

 

[Beendare]

You made me go look at my Brk.b. That is one of my, set it and forget it, stocks I own. It has a large chunk in it and I typically dont look at it much. I have owned it, just under 5 years and it has averaged 20ish % a year. Looks like lately it has dropped off quite a bit from the first 4 years. Which other stock are you looking at for: Set it and forget it? Safe investment

You should be fine in it…but I dont see them performing as good going forward and it bothered me he just sat on piles of cash, hundreds of billions. Everything I own outperformed Buffet lately.

He only buys what he understands…OK? So he doesnt understand tech and semis are more and more of our life? Munger may have been the better of the two.

Im not buying anything now…i’m going hunting for 3 weeks.

 

[stevewes2004]

A few days old, Seastar Medical ($ICU) Q2 results and business update. Easy multi-bagger if the company stays on track…

https://www.gurufocus.com/news/3059605/seastar-medical-reports-second-quarter-2025-financial-results-and-provides-business-updates-icu-stock-news

Sent from my iPhone using Tapatalk

 

[stevewes2004]

MSTR nearing its 200sma, where shall we go from here

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[Danny Hoey]

You made me go look at my Brk.b. That is one of my, set it and forget it, stocks I own. It has a large chunk in it and I typically dont look at it much. I have owned it, just under 5 years and it has averaged 20ish % a year. Looks like lately it has dropped off quite a bit from the first 4 years. Which other stock are you looking at for: Set it and forget it? Safe investment

ARCC and AMZN for me

 

[eddielasvegas]

ARCC and AMZN for me

Thanks for the ARCC mention. Was not familair with it, but with a 8.5% DY, it's worth a look.


Eddie

 

[JVS]

ARCC and AMZN for me

I really like ARCC and MAIN. Both been awesome investments

 

[aftriathlete]

I haven't done much money movement lately, the story of my life the last 5 years has been sitting on the sidelines waiting for a crash or at least a major pullback, and the only one that happened, albeit very quickly, was beginning of April when I was out in the NZ mountains totally unaware. I will say I'm quickly learning some lessons about MSTY. I added some to my Roth IRA several months back and I'm getting the feeling that it makes the most sense for people that want to use the monthly dividend as income due to the yield and the declining ticker price basically zeroing each other out. So it's not functionally showing up as any growth in my Roth IRA balance despite the flashy yield. I also can't really make sense of the share price/yield either, which is a little unnerving -- I've read on the Yieldmax website that MSTY is supposed to perform its best when the MSTR price is pretty stable or even slightly declining, but best I can tell the share price of MSTY on the day directly tracks the MSTR share price trend. So again, maybe you wind up with good yield due to MSTR decline (which is inside their black box and you're just hoping til they actually publish the monthly dividend), but at the same time the MSTY share price dropped by the same amount. So my summary feeling of MSTY so far is meh for my purposes as someone that wants long-term growth in their Roth and I'm not trying to live off the monthly dividends right now.

 

[Danny Hoey]

I haven't done much money movement lately, the story of my life the last 5 years has been sitting on the sidelines waiting for a crash or at least a major pullback, and the only one that happened, albeit very quickly, was beginning of April when I was out in the NZ mountains totally unaware. I will say I'm quickly learning some lessons about MSTY. I added some to my Roth IRA several months back and I'm getting the feeling that it makes the most sense for people that want to use the monthly dividend as income due to the yield and the declining ticker price basically zeroing each other out. So it's not functionally showing up as any growth in my Roth IRA balance despite the flashy yield. I also can't really make sense of the share price/yield either, which is a little unnerving -- I've read on the Yieldmax website that MSTY is supposed to perform its best when the MSTR price is pretty stable or even slightly declining, but best I can tell the share price of MSTY on the day directly tracks the MSTR share price trend. So again, maybe you wind up with good yield due to MSTR decline (which is inside their black box and you're just hoping til they actually publish the monthly dividend), but at the same time the MSTY share price dropped by the same amount. So my summary feeling of MSTY so far is meh for my purposes as someone that wants long-term growth in their Roth and I'm not trying to live off the monthly dividends right now.

I'm with you on MSTY. I think it is still leveling out of the hype phase. I've had good luck with UTLY and YMAX instead.