Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[UteChief]

Originally Posted by Rain Man

Okay, it's now up 8 percent on the day. You guys really should subscribe to my newsletter. If you had invested $2,500 when I told you about it this morning, you could be enjoying a lunch with scho right now with the profits.

Sign me up!

[Rain Man]

Originally Posted by UteChief

Sign me up!

It ended the day up 12 percent. If you had invested $1 million when I mentioned it this morning at 4 percent, you would have taken home a cool $80,000.

I really should have dumped all of my free cash into it, because I was pretty convinced of a bounce. I wasn't expecting it in one day, but I figured it would happen. However, I have rules about how much to invest in one stock and I already hold a lot of it so my rules won't let me buy more.

[UteChief]

I mean to your newsletter. I sold off all of my individual stocks outside of company stock and bought VOO and VOOG.

[Rain Man]

Originally Posted by UteChief

I mean to your newsletter. I sold off all of my individual stocks outside of company stock and bought VOO and VOOG.

I should let you know that the subscription fee to my newsletter is $80,000 per year. But as you can see, it's worth at least that amount.

[ChiliConCarnage]

Originally Posted by Rain Man

I should let you know that the subscription fee to my newsletter is $80,000 per year. But as you can see, it's worth at least that amount.

Would it be considered too greedy if I inquired about purchasing multiple subscriptions?

[lewdog]

TSLA got hammered Friday, down 9%.

[Rain Man]

Originally Posted by ChiliConCarnage

Would it be considered too greedy if I inquired about purchasing multiple subscriptions?

With multiple subscriptions, I'll throw in a free football phone.

[Rain Man]

Okay, lesson learned here. I bought a ton of long-term CDs when they were offering rates of 5+ percent. We're talking 5, 10, and even a few 20-year CDs. I've been looking at income projections and for some reason my fixed-income projections are declining, which should not be happening.

I went into my messaging, and the stupid banks are calling my CDs left and right. So I took a lower rate a year or two ago to lock in long-term rates, and now the banks aren't going to honor them. They've giving me my money back since I made a good call.

Screw bank CDs going forward. I'm not going to buy any going forward for more a 3-month or 6-month term.

And yeah, I knew they were callable when I bought them, but I didn't know what the likelihood of that was. I figured it would have to be some sort of cash crunch to do it. But no. The banks baited me into giving them money and now they're screwing me over.

I repeat: screw bank CDs going forward.

I hope at least a few of them will honor their promise.

[Rain Man]

Okay, I don't know if we can have a discussion about this without getting banished to DC, but I think we can be agnostic on the politics and just talk investment implications.

What should we be doing differently after the election? I generally don't pay much attention because the two main parties are pretty effective at blocking each other's agendas and making change slow. But if one party now holds all three elements of the legislative and executive branch, and also holds the Supreme Court, we could be in for some changes.

Tariffs is probably an obvious first step. It'll make imported goods more expensive, so it seems like companies with domestic production capacity might have an uptick in revenues and profits. I suspect they'll also raise prices to just below the tariff pricing, because why would they not? Who are we talking about here? Who stands to make a killing?

Will Tesla thrive? It seems to me like they're probably going to be getting some pretty good subsidies or something.

Oil? Less regulation, more drilling. Does that mean more profit?

I think if any radical economic policy shifts occur, we're at risk of unexpected outcomes, and unexpected outcomes are more often negative than positive. Will the entire economy and stock market slow down? Should we be moving more to international stocks?

I decided to start buying in on a couple of gold mining companies based in Canada, and also a South American utility provider. I've been needing a little more international exposure anyway, and I think these stocks will do fine if the American economy hits turbulence.

What should we be doing?

[Buehler445]

Originally Posted by Rain Man

Okay, I don't know if we can have a discussion about this without getting banished to DC, but I think we can be agnostic on the politics and just talk investment implications.

What should we be doing differently after the election? I generally don't pay much attention because the two main parties are pretty effective at blocking each other's agendas and making change slow. But if one party now holds all three elements of the legislative and executive branch, and also holds the Supreme Court, we could be in for some changes.

Tariffs is probably an obvious first step. It'll make imported goods more expensive, so it seems like companies with domestic production capacity might have an uptick in revenues and profits. I suspect they'll also raise prices to just below the tariff pricing, because why would they not? Who are we talking about here? Who stands to make a killing?

Will Tesla thrive? It seems to me like they're probably going to be getting some pretty good subsidies or something.

Oil? Less regulation, more drilling. Does that mean more profit?

I think if any radical economic policy shifts occur, we're at risk of unexpected outcomes, and unexpected outcomes are more often negative than positive. Will the entire economy and stock market slow down? Should we be moving more to international stocks?

I decided to start buying in on a couple of gold mining companies based in Canada, and also a South American utility provider. I've been needing a little more international exposure anyway, and I think these stocks will do fine if the American economy hits turbulence.

What should we be doing?

I think the big moves are done.

Tesla skyrocketed, my ADM stock cratered. News is done and now it's back to business as usual.

One guy brought up that if Trump actually does Tariffs, the beneficiaries will be small-medium sized companies with no international exposure.

I'm unwilling to go there, at least at this point, but if you wanted to layer in some positions there I wouldn't hate it, especially because in my case, I've shirked small cap stocks. But I wouldn't be comfortable picking winners, I'd need to find an ETF or something that would filter out some international exposure, but still have a lot of diversification, because if Tariffs hit in earnest, the economic impact will be so damn significant that there isn't any real way to pick small cap winners IMO.

[Rain Man]

Originally Posted by Buehler445

I think the big moves are done.

Tesla skyrocketed, my ADM stock cratered. News is done and now it's back to business as usual.

One guy brought up that if Trump actually does Tariffs, the beneficiaries will be small-medium sized companies with no international exposure.

I'm unwilling to go there, at least at this point, but if you wanted to layer in some positions there I wouldn't hate it, especially because in my case, I've shirked small cap stocks. But I wouldn't be comfortable picking winners, I'd need to find an ETF or something that would filter out some international exposure, but still have a lot of diversification, because if Tariffs hit in earnest, the economic impact will be so damn significant that there isn't any real way to pick small cap winners IMO.

Agreed. The challenge in picking tariff winners is that so much stuff comes from overseas in terms of components. Even if something is assembled in the USA, where were its components created? Probably overseas.

And will services be tariffed? I'm all on board with tariffs if it'll get me out of trying to speak pidgin English to third-world villagers whenever I call a help line. But programming costs and costs for some things like accounting have a lot of overseas workers now.

If prices go up, then that knocks out investing in retail businesses. I like the small and medium business angle, though if the entire market goes down it'll take small caps with it.

But you're right that the big fish have already implemented their strategies. I guess it's a good sign that the market has gone up.

[Misplaced_Chiefs_Fan]

I'm invested in a Russel 2000 tracking fund.

It has been a wild, but very profitable ride the past ten years or so.

Originally Posted by Buehler445

I think the big moves are done.

Tesla skyrocketed, my ADM stock cratered. News is done and now it's back to business as usual.

One guy brought up that if Trump actually does Tariffs, the beneficiaries will be small-medium sized companies with no international exposure.

I'm unwilling to go there, at least at this point, but if you wanted to layer in some positions there I wouldn't hate it, especially because in my case, I've shirked small cap stocks. But I wouldn't be comfortable picking winners, I'd need to find an ETF or something that would filter out some international exposure, but still have a lot of diversification, because if Tariffs hit in earnest, the economic impact will be so damn significant that there isn't any real way to pick small cap winners IMO.

[GloryDayz]

Well that was a crappy week for the S&P...

[SurroundedByMorons]

Originally Posted by Rain Man

Okay, I don't know if we can have a discussion about this without getting banished to DC, but I think we can be agnostic on the politics and just talk investment implications.

What should we be doing differently after the election? I generally don't pay much attention because the two main parties are pretty effective at blocking each other's agendas and making change slow. But if one party now holds all three elements of the legislative and executive branch, and also holds the Supreme Court, we could be in for some changes.

Tariffs is probably an obvious first step. It'll make imported goods more expensive, so it seems like companies with domestic production capacity might have an uptick in revenues and profits. I suspect they'll also raise prices to just below the tariff pricing, because why would they not? Who are we talking about here? Who stands to make a killing?

Will Tesla thrive? It seems to me like they're probably going to be getting some pretty good subsidies or something.

Oil? Less regulation, more drilling. Does that mean more profit?

I think if any radical economic policy shifts occur, we're at risk of unexpected outcomes, and unexpected outcomes are more often negative than positive. Will the entire economy and stock market slow down? Should we be moving more to international stocks?

I decided to start buying in on a couple of gold mining companies based in Canada, and also a South American utility provider. I've been needing a little more international exposure anyway, and I think these stocks will do fine if the American economy hits turbulence.

What should we be doing?

No sarcasm- great questions.

Who stands to make a killing? Probably lending companies as Americans appear to be unable to stop spending regardless of how out of control prices get. Tariffs likely make things more expensive. If the promises of deporting illegals meet the intended scale, that will also likely raise prices on goods sold.

Will Tesla thrive? Uh, yeah. And I don't think that is good for us in many, many ways. Folks that own the stock will definitely enjoy the ride.

Oil is a global market and I am not qualified to hazard a guess on that. If the broad economy goes up, so will demand for oil. Will that mean more profit? Probably?

Will the economy/stock market slow down? International? We know the economy is not the stock market, etc etc. Back to the deportation comment. By definition, if labor shrinks, the economy follows. The market probably follows. The International question is something I have been thinking about and do have tens of dollars invested now. Don't love the risk exposure, but not sure it is as risky as I perceive.

What should we be doing? Age old and sincerely awesome question. Need to really sit down and study this one. I know one thing is for sure, you should watch what I do and invest in the opposite- results are on your side with that approach.

[Buehler445]

So I was looking through some of my shit. I should do it more frequently, but whatever, I'm not in anything for a short term.

I bought a couple shares of IBM in August and hell they're up 18% (excluding dividends). I was pretty shocked not expecting that kind of runup. I don't hate how their situated from a business/strategy standpoint, so I bought a couple more shares and turned on DRIP.

My positions in google are looking rough recently, but are up 19% since March. I think I may look to layer in some more purchases.

I have some positions in AGM which is a bank that does ag lending. I just picked up a share when the banking shit started happening as a reminder to check their financials regularly. That ****ing share is up 86.74% (excluding dividends). Holy hell. So I layered in some more in July that's up 17%. I don't know WTF it's performing so well. But I think I may just pick up a share every time I make a payment.

I bought a few shares of 3M stock in March when they hired a different CEO. That is up 48%. I haven't layered in anymore purchases because I'm still nervous about the lawsuits, but I do have DRIP on. I may look at their filings and see if I should layer more in.

MAIN is one I brough when HogFarmer was pushing it. It has been pretty good over the course of time, so I pick up a couple shares now and then. I'm not thrilled with the business structure, but it's been good, so I keep buying some.

The Deere stock I have had a rough summer. But has boomed recently. I haven't looked into why. This is another one I need to buy a share when I make a payment.

The other individual stocks I have I'm not excited about. Most of the portfolio is in VOO VUG and SCHD.

What are you guys excited about these days?