The Rokslide Stock Traders Thread

[KsRancher]

That’s a bold statement. I’d be checking the math.

Unless your life insurance policy is several million dollars.

He figured $1million at 10.5% annual return will get you just over $1billion in 70yrs.

 

[Pharmseller]

He better start being nicer to his wife.

 

[KsRancher]

He better start being nicer to his wife.

I didn't word that very good. My son is 18yrs old. He was talking about making his 2yr old sister a billionaire. He just thought it was cool that a family who isn't even close being millionaires could make a billionaire in one generation

 

[2531usmc]

I think it’s great that an 18 year old is thinking along those lines. You should be proud of him for trying to understand the complexities of investing and formulating a path forward.

I’m guessing he will be an investor for life and his life will be that much better for it

 

[Beendare]

I didn't word that very good. My son is 18yrs old. He was talking about making his 2yr old sister a billionaire. He just thought it was cool that a family who isn't even close being millionaires could make a billionaire in one generation

Yeah, it's the power of compounding and it has been discussed here many times.

I think it's a mistake to 100% count on past performance as your benchmark especially in sector investing which is what I do. Oil for example has a pretty good LT track record but will probably underperform over the next 20 years. Tech on the other hand continues to be more and more of our lives and should continue to outperform.

There were periods in history where the S&P underperformed for over a decade. Now that was a different S&P index than what were have now and its worth noting. The powers that be are constantly tweaking the current index for performance- dumping losers and adding winners. This is what makes the S&P ETF's a very good investment now-a-days including the fact it's a large % tech weighted.

_____


Wow, that whipsaw in the markets happened fast.

 

[HuntHarder]

Im at a loss for words with what this market is doing. Rare earth mining stocks thru the roof again

 

[Coveyleader]

Im at a loss for words with what this market is doing. Rare earth mining stocks thru the roof again

No doubt, trump............

 

[CorbLand]

Im at a loss for words with what this market is doing. Rare earth mining stocks thru the roof again

Been holding a bag on ABAT for nearly 4 years. Average is like 18 a share (gotta love reverse splits). It was down around 75 cents a share and I told myself to double down and pick up 100 shares, just to bring my average down so I could maybe break even. Its popped this morning on some news. I should have done it.

 

[Coveyleader]

Here's a question, where do you guys get your stock news from? If you do a simple "Stock market today" search it's nothing but propaganda. I'm looking for good overall non biased world coming to an end type site (if one exists). I follow a youtube guy, and he's pretty spot on, but I'm always looking.

 

[HuntHarder]

I like zerohedge.

 

[Beendare]

Here's a question, where do you guys get your stock news from? If you do a simple "Stock market today" search it's nothing but propaganda. I'm looking for good overall non biased world coming to an end type site (if one exists). I follow a youtube guy, and he's pretty spot on, but I'm always looking.

FWIW, Keep in mind that almost every media site, entity and talking head is pumping their book [the stuff they already own]

I check a variety of sites then research on Schwab; CNBC has some good commentary; Guests like Jeff Gunlock, josh Brown and their Halftime report and Fast Money shows along with their Asian market news. . Bloomberg is good too...

Yahoo Finance, seeking Alpha, insider monkey, Real Clear markets, Goldman Sachs, JPM, even Google but my go to is the research from folks like Morningstar.

Beware of hacks like Jim Cramer......

Edit; The Kipliger stuff is excellent for someone not familiar with evaluating this stuff.

 

[CorbLand]

Here's a question, where do you guys get your stock news from? If you do a simple "Stock market today" search it's nothing but propaganda. I'm looking for good overall non biased world coming to an end type site (if one exists). I follow a youtube guy, and he's pretty spot on, but I'm always looking.

If you can sort through the bullshit, Reddit can have good information. I never take any of it as gospel but it’s a decent place to see what’s being talked about and then do your own research from there.

I don’t do a lot of individual stocks but I just read a bunch of different sites information and go from there.

 

[Brock A]

Here's a question, where do you guys get your stock news from? If you do a simple "Stock market today" search it's nothing but propaganda. I'm looking for good overall non biased world coming to an end type site (if one exists). I follow a youtube guy, and he's pretty spot on, but I'm always looking.

Carbon Finance, The Kobeissi Letter, Intelligent crypto currency, Business Dad and his discord, The Market Hustle, Will Rich on Youtube...Basically stay away from any main stream media. They are always a day behind. The above mentioned are all on IG, Discord, Youtube, etc. News hits those outlets almost instantly.

 

[Shadow Illude]

Well done.
I owned SMR and sold it for a 200% profit. Dumb.

OKLO is up 700%....and 100% in just this year. I'm trying to decide if the Nuclear ETF is worth the risk right now....it is very concentrated in just a half dozen stocks including OKLO. OKLO won't have a working model until the end of 2027....and you know thats optimistic. A lot can happen between now and then.

Did anyone more than double their money off of my BTU call here back in April?

I realize it wasn't a sexy name...but it's up almost 150% in that time all while paying a good dividend while holding it.

140% as of today on BTU, thank you. Trying to decide if I dump or hold long term…..

 

[Beendare]

Re info;
I like looking at industry comparisons when evaluating individual stocks.
here's an example; (from the Schwab stock profile page)


We know META and GOOG are two leaders in the tech space with a long track record of their performance. Notice these aren't at the crazy high PE range that some of the high flyers are currently. Look at the avg profit margin of these 2- Meta is at 40%- thats crazy good. It won't take them long to earn their way into a better stock price. I think Meta is a good deal right here and though I have a big position already, I bought more today.

Some claim PE doesn't matter. I think thats silly. If you are going to buy a new Truck.....and it's a lot better than your old truck....would you still buy it if it's twice as expensive as a comparable truck? Some of these stocks with no earnings you are betting they will have monster earnings in the future. Maybe...but maybe not.

It's different with stocks of course because stocks like Nvidia and Broadcom make a specific product not many have so of course they should be valued higher- BUT- How long until others catch up and make their products less unique and worth less? [BTW, I like both companies just wouldn't buy them here]

I'm just saying PE tells us the relative value of a company and when correlated with their future outlook and historic profit margin, it gives us a good picture of what we are buying.

 

[Beendare]

BTW, I bought some ARLP today too. BTU in the same space is on a tear, doubled since earlier in the year. Their 10Q report was good/positive.

If they announce, "Oh btw we are getting rare earth metals too" that thing will go berserk ...though I'm not counting on that. In the meantime while you hold it they pay a 9% dividend. I doubt this will double in a year....but it could do 30%+

 

[2531usmc]

Yeah, it's the power of compounding and it has been discussed here many times.

I think it's a mistake to 100% count on past performance as your benchmark especially in sector investing which is what I do. Oil for example has a pretty good LT track record but will probably underperform over the next 20 years. Tech on the other hand continues to be more and more of our lives and should continue to outperform.

There were periods in history where the S&P underperformed for over a decade. Now that was a different S&P index than what were have now and its worth noting. The powers that be are constantly tweaking the current index for performance- dumping losers and adding winners. This is what makes the S&P ETF's a very good investment now-a-days including the fact it's a large % tech weighted.

_____


Wow, that whipsaw in the markets happened fast.

Oil may not be underperforming. Natural gas will be powering the electricity generation for the AI data centers. No small potatoes when you see how much capacity is planned to come on line

 

[Brock A]

If you're wondering why your portfolio just dipped a little...just an example of real time stock market information.

 

[Bucknduck]

I am curious who here uses individual stock investments as a major part of their portfolio dollars? Or do you do it for fun with small percentages, while the large majority of your portfolio is set on a different strategy?

For me, with individual stock picks I will never be able to beat the >10% average return of SP500 or total market indexes, so that has been my main strategy since taking over my own investing several years ago.

 

[Brock A]

I am curious who here uses individual stock investments as a major part of their portfolio dollars? Or do you do it for fun with small percentages, while the large majority of your portfolio is set on a different strategy?

For me, with individual stock picks I will never be able to beat the >10% average return of SP500 or total market indexes, so that has been my main strategy since taking over my own investing several years ago.

For my Robinhood account, which is separate from our retirement accounts, I have 20% of my portfolio in VUG and the rest is allocated to six different individual stocks, currently. My VUG is up 22% and my individual stocks range from 24% to 600%.