The Rokslide Stock Traders Thread

[eddielasvegas]

I buy dividend stocks. Bought UPS while it is down. Any insights into UPS?

I looked at UPS over a year ago when it was ~$125/sh. Glad I passed on that given its price today.

I had no idea it had dropped that much. It's DIV APY is 7.5%, which is attractive.

What's not attractive is its DPR of about 90%. Very scary and not worth it IMHO even if the C-Suite pukes say they are going to right the ship.


Eddie

 

[2531usmc]

Market technicals, P/E ratio, blah blah none of it matters anymore. Can’t time the market either way, all we need to know is the market is designed, encouraged, and will continue to go up long term.

The market will continue to go up long term. But as the long term plays out, there will be times with blood in the street. Those are the times real money is made.

 

[2531usmc]

I looked at UPS over a year ago when it was ~$125/sh. Glad I passed on that given its price today.

I had no idea it had dropped that much. It's DIV APY is 7.5%, which is attractive.

What's not attractive is its DPR of about 90%. Very scary and not worth it IMHO even if the C-Suite pukes say they are going to right the ship.


Eddie

The April strike and settlement with the teamsters will hamstring UPS for years to come.

 

[eddielasvegas]

The April strike and settlement with the teamsters will hamstring UPS for years to come.

I did forget about that @2531usmc . Now that you reminded me, I do remember that senior drivers will make ~$170k/year.

That's a lot of money to deliver packages, but I'm reminded of my Teamsters job in the 80s working for BUD. All BUD hourly employees were union and made $35k-$60k per year with OT and top tier benefits. BUD was king then and OT was always available.

Anyhoo, BUD was always at, or near the top, for highest profit per barrel of beer. That stat always stuck in my mind all these years as we were well paid for being unskilled labor.

Of course, 40+ years later and UPS is a different business, but my experience shows it's possible to pay employees well and still keep the stockholders and markets happy.


Eddie

 

[2531usmc]

The problem is now the $170k/yr UPS driver is competing against gig workers making minimum wage + gas mileage.

As a former steelworker, I’m a huge supporter of well paid employees having a decent benefit package. That’s what holds the middle class together

But the teamsters pushed this too far. Too many outfits and too many people in that business space….

 

[eddielasvegas]

The problem is now the $170k/yr UPS driver is competing against gig workers making minimum wage + gas mileage.

As a former steelworker, I’m a huge supporter of well paid employees having a decent benefit package. That’s what holds the middle class together

But the teamsters pushed this too far. Too many outfits and too many people in that business space….

Like almost everything in life, god (is it the devil) is in the details. It seems the $170k number is at the end of the contract 2028 (me thinks) but it also includes benefits. The actual pay is about $50/hr in 2028.

I'm going to watch UPS for a few weeks and see where it goes. I just might dip my toe in for a few shares due to the high DY and that it employes beaucoup Americans at a good wage.


Eddie

 

[Hydra6]

The problem is now the $170k/yr UPS driver is competing against gig workers making minimum wage + gas mileage.

As a former steelworker, I’m a huge supporter of well paid employees having a decent benefit package. That’s what holds the middle class together

But the teamsters pushed this too far. Too many outfits and too many people in that business space….

There is a tipping point for cost vs payback on automation. UPS is probably running full steam ahead on process automation right now to reduce headcount.

I worked on Innovation projects for paper mills and lumber facilities. Paper and lumber come from trees so those factories are in rural America. As we lost experienced workers to retirement - we could not hire new workers to rural America sites. So, those sites are being automated. In this case, the issue was no one would take the jobs.

 

[MountainTracker]

Hope you bought your favorite things on the pullback.


Sent from my iPhone using Tapatalk

 

[HuntHarder]

Hope you bought your favorite things on the pullback.


Sent from my iPhone using Tapatalk

Buy the dips! In the long term, you will almost always be right.

 

[MountainTracker]

90% chance there will be a .25 rate cut in 25 days.


Sent from my iPhone using Tapatalk

 

[Pharmseller]

My ass is still hurting from the PLTR pullback.

 

[eddielasvegas]

My ass is still hurting from the PLTR pullback.

Where do you keep your stock?


Eddie

 

[TaperPin]

How about that - I helped to invest in 10% of Intel with redirected chips act money. What a great idea - having the federal government own stocks.

 

[Footshooter]

I’m hoping the government buying into Intel makes it jump a bit, and gets them back to building the new fab plants here.

Of course I’m also hoping to see the reclassification of weed so some of those stocks I played with will go back up. I thought the fed would have done that and it hasn’t gone great so far for me there…

 

[aftriathlete]

It appears that you did not read the prospectus or Yieldmax's fund description (https://www.yieldmaxetfs.com/our-etfs/msty/) before purchasing MSTY.

MSTY is not a growth fund; it is an actively managed derivative income ETF that uses options strategies to generate high monthly income from Strategy stock (MSTR), rather than focusing on long-term wealth accumulation.

Yeah thanks for that. I did actually, but my general points remain, that my Roth balance is getting smaller and not larger due to MSTY as the share price decline isn’t keeping up with the yield, and MSTY’s share price action isn’t apparently performing so far like YM says it should, and part of that problem with it is the “black box” nature of how it generates the income and the lack of apparent connection between MSTR price action and the yields when they’re announced.

 

[fmyth]

Yeah thanks for that. I did actually, but my general points remain, that my Roth balance is getting smaller and not larger due to MSTY as the share price decline isn’t keeping up with the yield, and MSTY’s share price action isn’t apparently performing so far like YM says it should, and part of that problem with it is the “black box” nature of how it generates the income and the lack of apparent connection between MSTR price action and the yields when they’re announced.

As of August 22, 2025, the year-to-date total return for the YieldMax MSTR Option Income Strategy ETF (MSTY), including dividends, is 18.90%. This figure accounts for price appreciation/depreciation and reinvested distributions, which are significant for this high-yield ETF (current yield approximately 147%).
Over the last 12 months MSTY's total return is 96.60%.

 

[MountainTracker]

Btc getting into oversold territory, price is back to what it was in July. Sept is typically a rough month.


Sent from my iPhone using Tapatalk

 

[MountainTracker]

US just added $1 T in debt in 48 days.

We are at WWII and 2008 spending levels.


Sent from my iPhone using Tapatalk

 

[tony]

Met with my Edward Jones guy to go over my investments.
I have 75k in stocks that are separate my EJ account.
Been sitting on these last 56 years, my Granddad bought us stocks as children. Looking to build a home and thought about selling off the stocks or a portion.

My EJ guy says to use some of the cash I have on hand to do things around the new build. Keep the stocks and do either or both of the following:

Sell and buy cheaper stocks that look like they are going to be good investments. Way, I understand it is I could be able to buy more cheaper stock than the expensive stock I have now?
Sell and put the money in a Roth. I have a trad. IRA and money market account right now through them.

He mentioned my largest stock while doing well, could "peak out" and not make any more money, where cheaper stocks could climb. I do obviously know stocks can tank to zero.
I understand capital gains are taxes I pay, and the capitol loss, I can claim this on taxes??

I don't know much about stocks, and very little about investing. I just keep throwing money in CDs, these EJ accounts and extra in my state retirement.
I don't think the guy is trying to swindle me, just think about a 2nd opinion.