The Rokslide Stock Traders Thread

[Paradox]

Is the consensus that MSFT and AMZN are still go to stocks?
I’ve been hearing how that is the place to be for a year and I am about even on both
Thinking about dumping them both but if somebody smarter than me has an opinion I’d like to hear it!

 

[as.ks.ak]

Idk much. But I’ve bought and will be holding both through the swing. I added some of each recently. I don’t day trade however. Buy and hold. Not much swapping around for me in my port… take my .02 with a grain of salt. I blow up bridges when I get there. If you catch my drift on my rocket surgery skills.


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[Coveyleader]

Is the consensus that MSFT and AMZN are still go to stocks?
I’ve been hearing how that is the place to be for a year and I am about even on both
Thinking about dumping them both but if somebody smarter than me has an opinion I’d like to hear it!

From what I'm seeing is its slow with both........... Long term.

 

[Beendare]

I have HIMS on my watchlist....and they are blowing up badly due to the GLP drug thing. Does anyone have a take on that? It's gone from the 50 dollar range to $18 today.

I like the idea of their business- selling health products to men/women online but I have no idea how badly that lawsuit will affect them. I typically wait until these beat up stocks settle- like my call here on CBRL at $26-28 last December.- now in the $33 range...then If I like the potential they have for moving forward I will buy in.

Lawsuits are tricky. I doubt they would bankrupt the company- that doesn't do anyone any good- but a big award can hamstring the company for a long time.

 

[Pharmseller]

I need PLTR back at $207

 

[LFC911]

I need PLTR back at $207

me too

 

[Ckat]

I’ve made my first stock market moves here recently thanks in large part to this thread. I have some money in and contribute monthly to some managed funds, but I pay them no attention (probably should). I bought some CMC when I worked for them back in 2006. It split not long after… then did NOTHING for a long time. It has been creeping up since 2022-ish, then has exploded recently. I decided to cash in half of my position today. Not sure whether to hold there or cash it all out to re-position elsewhere. It’s a stable company, but I have little faith in it maintaining its current pace. Probably going to put 1/2 of the cash into more MSFT or similar, and 1/2 into something a little more stable like SPY. May wait for another market scare to buy… wish I would’ve had my ducks in a row around the first week of February! Thanks to all for the encouragement to get more involved.

 

[TX_Diver]

Anyone in here like TSMC?

At an ATH but seems like they are in a good spot to keep increasing also?

 

[LFC911]

Anyone in here like TSMC?

At an ATH but seems like they are in a good spot to keep increasing also?

I like it! A lot of guys here will tell you don't buy the top, buy the dip, but you don't know how far it will rip until it reverses.

 

[TX_Diver]

For that matter there is also tsmx which appears to be a 2x or tsm?

And tsmy.

 

[LFC911]

For that matter there is also tsmx which appears to be a 2x or tsm?

And tsmy.

I'm referring to ticker TSM aka TSMC

 

[CorbLand]

Google is not being friendly.

 

[LFC911]

Stop loss sold AVAV and bought CAT, UPS and CVX

 

[Coveyleader]

CAT is............

 

[Spoonbill]

Anyone in here like TSMC?

At an ATH but seems like they are in a good spot to keep increasing also?

I bought some shares below 300, not sure if it will keep going up but it has a decent dividend and they dominate the chip space.

 

[LFC911]

CAT is............

too the moon!

 

[MThoundhunter]

Anyone in here like TSMC?

At an ATH but seems like they are in a good spot to keep increasing also?

Yes! It's a bit expensive at the moment in my opinion and would look for cheaper entry points.

 

[Coveyleader]

too the moon!

I hear you, every time I go to sell, it just keeps going up. Its the best performer I have, really wanting to buy back in at a lower price, but I see 800 in the future.

 

[HSolo]

It's had a huge run up the last ~6 months, but I really like SATS. It appears it has about 35% exposure to SpaceX after they sold a bunch of spectrum licenses to SpaceX last fall. Really favorable balance sheet overall too, imo.

 

[Beendare]

I'm referring to ticker TSM aka TSMC

It's my largest position, just about to be a 4 bagger....I watch it like a hawk.

TSM makes almost 90% of the worlds most complex semiconductors.....no one else is even close. I think it's Samsung is their next closest competitor at about 10%. When you hear about Nvdia, they don't make anything- just design....TSM makes their chips. TSM was the biggest no brainer in my investing time frame- they dominate the competition.

So TSM has a commanding lead over everyone else and they make appx 50% profit on everything they make. That profit will probably drop a little due to cap ex in the US expanding their manufacturing.

The big negative to TSM is if China invades Taiwan- a possibility- which would tank that stock by 50% (?) overnight. The stock typically does these long run ups....then it falls back into a buy range on some sort of snag or world news.

I think the trick is; Buy stocks/ETF's in the market segments that will do well over the next 5 years, and to buy stocks at a reasonable valuation....TSM is getting extended. MSFT looks good in here.