The Rokslide Stock Traders Thread

[Poser]

The world has ended way to many times in my short life for me to care.

Mostly posting that because it is definitely not at 50k anymore.

 

[Paradox]

part of the issue is I have to pull the funds out of my brokerage account that is in ETF's. I figured once it lands in the IRA i can allocate to the different funds.

reread your post, so maybe I can set it in the IRA and sit on it until the market flattens?

At Schwab you should be able to move the ETFs directly without cashing out.
You are still gonna owe on gains though
Should be an instantaneous transaction either way

 

[ddd-shooter]

The world has ended way to many times in my short life for me to care.

Amen to that!

 

[SWFLhntr]

Buying opportunities every March? Count me in. This is great timing for me.

 

[Clarktar]

I still think that Data center space has plenty of room to run...but CRWV is not my favorite in that space. NVDA has grown their earning to where it's a decent PE now.....not a bad buy in price. This is why I like those companies with a huge profit margin, they grow into high valuations quick. I think the rumors of NVDA chips being replaced by something else is overblown- at least in the near term. They seem to be allocating capital well, unlike other big profit companies like META.

Personally, I have a lot of exposure to that data center sector due to those stocks growing like a weed- thats a good thing but I don't want to buy more now.

I did buy more BX- a pretty good chunk actually .......and a little more NVO to dollar cost avg lower in that one. I don't think the pro's have figured out NVO will still make a big profit on their stuff.

BX is the cream of that private equity crop- smartest folks in the room. Their assets are less affected than the smaller players. They have had an incredible return on assets in the last decade and are still raising capital when others are slowing. It's at $113 and Morningstar has their fair value at $178. Their assets are in good sectors with good returns. I think it's a rare no brainer at this price.

I've been adding BX around $110

 

[eddielasvegas]

Man, there just might be a lot more ugliness to come.


Eddie