The Rokslide Stock Traders Thread

[LFC911]

I bought MU this morning, so watch it head down lol

 

[HuntHarder]

Anyone got a sector they like going forward, that isn't tech? I am pretty tech heavy and need to diversify a little more with my next deposit or 2. I was looking into REIT's possibly. I swore off Biotechs years ago.

 

[CorbLand]

Anyone got a sector they like going forward, that isn't tech? I am pretty tech heavy and need to diversify a little more with my next deposit or 2. I was looking into REIT's possibly. I swore off Biotechs years ago.

If the deal with Iran falls through (which I think is more likely than not) oil is going to see a jump.

 

[NDGuy]

If the deal with Iran falls through (which I think is more likely than not) oil is going to see a jump.

It would be cool if they all just STFU and stopped feeling the need to give updates every day until an actual deal is agreed upon. All of it is just noise, likely by design.

 

[HuntHarder]

If the deal with Iran falls through (which I think is more likely than not) oil is going to see a jump.

Yeah, I agree. I am looking more long term on this.

 

[CorbLand]

It would be cool if they all just STFU and stopped feeling the need to give updates every day until an actual deal is agreed upon. All of it is just noise, likely by design.

24 hour news cycle. Peoples attention is the commodity.

Yeah, I agree. I am looking more long term on this.

I still think there will be a dot com like crash due to AI which will drive the entire market down. During that crash consumer necessities are what won. J&J, Walmart, etc.

 

[Beendare]

Anyone got a sector they like going forward, that isn't tech? I am pretty tech heavy and need to diversify a little more with my next deposit or 2. I was looking into REIT's possibly. I swore off Biotechs years ago.

Same boat here on tech...but I'm resigned to the fact that it outperforms everything else and will be more and more of our lives going forward. I figure if it drops a lot, I'm still ahead of where I would have been in the stodgy stuff. I'm pretty much one trick pony here, a bad guy to ask on some of these industries but here goes;

1) What about looking at the Morningstar list? What I like about it is they rate overvalued/undervalued and you can find some stocks that are out of favor- valued at +/-50% of what they should be.

2) NVO and LLY should be in a growing industry....NVO bounces around and can be bought in the $30-32 range. Research reports say Carmax should do well going forward (I don't follow it)

3) Probably the best suggestion; the best set and forget is to do one of the ETF's that are the total market either in the US or international; VTI, VXUS is a couple good ones

 

[Danny Hoey]

Anyone got a sector they like going forward, that isn't tech? I am pretty tech heavy and need to diversify a little more with my next deposit or 2. I was looking into REIT's possibly. I swore off Biotechs years ago.

I'm pretty deep in ARCC. Been a pretty consistent money maker.

 

[Paradox]

I also have a pretty fair amount in ARCC dont know why it dropped 10-15% and stayed there after I bought it. I’m happy to wait it out given the nice dividend but still ……
One REIT that has been pretty good to me is PSTL ( no that’s not pistol!) own post offices buildings. The post office rarely builds their own buildings and almost always renews the lease so pretty bomb proof