The Rokslide Stock Traders Thread

[MountainTracker]

UPS- I don't see how the stock will be a big grower when their labor cost is through the roof and they cannot raise prices without losing business. They are between a rock and a hard place. They all ready have a bunch of automation in their system.

Trading stocks/ETF's in a taxable account on a 10% dip is silly when the tax consequence is 30%-50%. One step forward and 1/2 step back.
(No taxable consequences trading in an IRA)

I think the best strategy is to re-evaluate the growth potential going forward and if the thesis is still sound- hang on. There was a lot of hype that needed to come out of the AI related stocks.

Speaking of going forward, what will continue to grow exponentially?

Data centers- data is a monster. 90% of the worlds data was created in the last 2 years. So many differing stats but that segment is growing so fast it's crazy.

Cyber security- it takes more and more to stay ahead of hackers.

I'm not advocating for purchasing these at ridiculous valuations.

Buying these stocks at a somewhat reasonable valuation is a long term winner. Examples; I own big chunks of GOOG and META which have a good valuation to Growth rate. I'm not worried about the 8% decline in Meta- it will continue to grow into its valuation just as GOOG is. Both of those companies print $$$$$.

I agree that data centers will continue to grow bc AI will continue to grow which requires data centers and power, lots of it.


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[MountainTracker]

For you oil/energy guys.

ConocoPhillips is going to cut up to 25% of its labor force by the end of the year. They are siting low oil prices for why. Down on News.

https://finance.yahoo.com/news/exclusive-conocophillips-says-reduce-workforce-145930040.html

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[eddielasvegas]

For you oil/energy guys.

ConocoPhillips is going to cut up to 25% of its labor force by the end of the year. They are siting low oil prices for why. Down on News.

https://finance.yahoo.com/news/exclusive-conocophillips-says-reduce-workforce-145930040.html

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This is interesting. 20-25% is not chump change. COP has ~12k employees. 3k great paying jobs gone is not good.

Oil is $63/bbl today. COP must be expecting oil prices to drop 15-20%.


Eddie

 

[HuntHarder]

SMR's continue onward. Can't help but think a big pullback is in the near future. Valuations sky high with no products yet available. COST is stalled and has been trading sideways all year. Was hoping for a split at some point, but still hasn't happened. It's been a good stock over the last couple years but I might start looking for an exit.

 

[Pharmseller]

VOO was up today, and I’m looking for someplace to park $700k

 

[Beendare]

VOO was up today, and I’m looking for someplace to park $700k

I'm betting we see a little bit of a dip in the next month or 2 in some of the stuff I'm looking at.

 

[MountainTracker]

We should see at minimum a 25 point basis cut this month. Talks of more to come before the end of the year.




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[DiabeticKripple]

I hope the rates keep going down! I need to renew my mortgage and I will be able to keep the same payment while reducing the interest and putting more towards principle.

What do you guys think of NVDA and PLTR? Trading pretty even, still room to go or will there be a slow decline?

 

[Pharmseller]

I hope the rates keep going down! I need to renew my mortgage and I will be able to keep the same payment while reducing the interest and putting more towards principle.

What do you guys think of NVDA and PLTR? Trading pretty even, still room to go or will there be a slow decline?

I know with PLTR I could have sold at $190…

 

[Crowmangler]

I hope the rates keep going down! I need to renew my mortgage and I will be able to keep the same payment while reducing the interest and putting more towards principle.

What do you guys think of NVDA and PLTR? Trading pretty even, still room to go or will there be a slow decline?

Look up Keith Fitz-Gerald. He has been tooting their horn for a long time & probably knows as much about them as anyone. He's given lots of analysis & is a big fan of them both. His target for PLTR is $200... (+30%)

 

[SWFLhntr]

I'm slowing my roll with MSTY. I have 768 shares A/C @ $22 in a Roth. Turned DRIP off this past month and took the last dividend and bought SCHG. Going to use the dividends toward this for a bit until I see a little rebound in the price. Probably the wrong thing to do but YOLO!

 

[pacoalcracker]

How many times do I have to say, the FED dropping rates has little to zero effect on mortgage rates. Mortgage rates are based on the current inflation rate and the current 10 yr treasury bond. Example, inflation is 2.5% and the 10 yr bond is 4.5% and that gets you to a 7.0% rate on a 30 yr mortgage and a bit less on a 15 yr mortgage. Inflation isn't going lower and with the national debt at 37 trillion that 10yr isn't either. We are stuck here for a good while.

 

[Beendare]

Chalk up another one I have been watching and just never pulled the trigger. <facepalm>
HOOD just got added to the S&P up 14% today. I think it was someone here who predicted that awhile back. They are right in the middle of a segment that is seeing huge growth and probably will for some time.
If it settles a little I will still probably buy some.

FWIW, stating the obvious but this is why the S&P index is a winner long term. The powers that be dump the losers and replace with the winners in the index.

 

[Danny Hoey]

Chalk up another one I have been watching and just never pulled the trigger. <facepalm>
HOOD just got added to the S&P up 14% today. I think it was someone here who predicted that awhile back. They are right in the middle of a segment that is seeing huge growth and probably will for some time.
If it settles a little I will still probably buy some.

FWIW, stating the obvious but this is why the S&P index is a winner long term. The powers that be dump the losers and replace with the winners in the index.

Their Prediction Market side hustle is gonna rake for them.

 

[backcountry_hunter]

I'm slowing my roll with MSTY. I have 768 shares A/C @ $22 in a Roth. Turned DRIP off this past month and took the last dividend and bought SCHG. Going to use the dividends toward this for a bit until I see a little rebound in the price. Probably the wrong thing to do but YOLO!

I'm seeing people panic about msty all over the internet but what did people really think was going to happen. Saylor keeps buying big chunks of btc and diluting mstr when the value of the coin itself hasn't offset the dilution... thus msty drops.

I'm assuming it'll come back up as btc rises and mstr comes back but as always could be wrong.

 

[SWFLhntr]

I'm seeing people panic about msty all over the internet but what did people really think was going to happen. Saylor keeps buying big chunks of btc and diluting mstr when the value of the coin itself hasn't offset the dilution... thus msty drops.

I'm assuming it'll come back up as btc rises and mstr comes back but as always could be wrong.

Largely agree. I don't ever plan on selling. I'm just going to take some of the dividends and put it into what I think are good long ETF's stuff for a few months.

 

[MountainTracker]

Well….


$1.2T added in 2 months or about $80k per tax payer. The BBB hasn’t even printed yet, wait until Oct.


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[aftriathlete]

How many times do I have to say, the FED dropping rates has little to zero effect on mortgage rates. Mortgage rates are based on the current inflation rate and the current 10 yr treasury bond. Example, inflation is 2.5% and the 10 yr bond is 4.5% and that gets you to a 7.0% rate on a 30 yr mortgage and a bit less on a 15 yr mortgage. Inflation isn't going lower and with the national debt at 37 trillion that 10yr isn't either. We are stuck here for a good while.

I'm not saying you're wrong, especially on the inflation part. But how do you explain the US10Y yield dropping by a quarter percent in the last 5 trading days which coincides with the rate cut odds surging last week? It's the bond market pricing in the rate cuts, no?

 

[eddielasvegas]

Well….
View attachment 933262

$1.2T added in 2 months or about $80k per tax payer. The BBB hasn’t even printed yet, wait until Oct.


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And let's not forget the ~$6T in treasuries that'll need to be refi'ed before year end.

I swear I am not nearly smart enough to comprehend how the only likely outcome is pain and misery across the board for employment, housing prices, stock prices, inflation (going higher even though the numbers are fudged) and you name it.

Time will tell, but buckle up butter cup, I predict a wild ride.


Eddie

Eddie

 

[Poser]

And to pile on the potential economic problems, if SCOTUS upholds that reciprocal tariffs were in fact an overstep of presidential powers, the treasury will have to refund somewhere in the neighborhood of 500 billion dollars to American business. Seeing how these tariffs have increased the Consumer Price Index for prices that most certainly won't come back down, the ultimate loser in the tariff war will the consumer who paid higher prices and got nothing in return.

The Bureau of Labor Statistics’ August jobs report indicated that the US economy added only about 22,000 jobs in August and the unemployment rate went up up to 4.3% — the highest it’s been in nearly four years.