Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[Buehler445]

Originally Posted by Rain Man

Out of curiosity, why? I was just looking into that stock.

Originally Posted by Strongside

As some of you know I work in the advertising industry. One of my largest and most-consistent clients for the better part of a decade has been Bayer. I worked on the change management comma and internal mumbo-jumbo throughout the entire Monsanto acquisition. Have since rolled off the account much to my delight.

I wouldn’t touch that stock with a 10-foot pole. The leadership, be it crop science, animal health, environmental science, etc. is a disaster. There aren’t many decisions made by the ELT that don’t leave you scratching your head. And I’m not just talking about marketing. I’m talking about business decisions in general.

It’s a top-down thing in that organization. Even a brand that owns such equitable products like Aspirin and Copper Tone can’t get their shit together and stop spending money on mindless nonsense.

They’ll eventually restructure and move their entire operation (pharma excluded) to St Louis and the stock price will trickle upward due to efficiencies, but I’m not patient enough to wait for them to figure their shit out.

That’s interesting. Thanks.

[Rain Man]

It's so funny that Bayer came up because I just read the following article this week and was looking at Bayer. Kiplinger's is in love with them.

https://www.kiplinger.com/article/in...xt-decade.html

The only firm on that list that I currently hold is Boeing, and I was having a hard time getting excited about any of the others. Anyone got opinions on any of them?

[Strongside]

Originally Posted by Rain Man

It's so funny that Bayer came up because I just read the following article this week and was looking at Bayer. Kiplinger's is in love with them.

https://www.kiplinger.com/article/in...xt-decade.html

The only firm on that list that I currently hold is Boeing, and I was having a hard time getting excited about any of the others. Anyone got opinions on any of them?

Nothing concrete, but I think Fox has potential. Their properties, (FX, Fox NES, FXX, etc) all draw wide viewership and I don’t see that stopping.

Fox News will pull in big ad dollars as we get closer to the election which makes the stock an intriguing play to buy now and potentially hold into the fall.

[Shiver Me Timbers]

Bought axsm mid Dec 2018

Sold before 2020
Think it went from 3 bucks to 90 something.
Lost 1/2 as much on other bets.
Axsm was the best for me in that decade

[Buehler445]

Originally Posted by Rain Man

It's so funny that Bayer came up because I just read the following article this week and was looking at Bayer. Kiplinger's is in love with them.

https://www.kiplinger.com/article/in...xt-decade.html

The only firm on that list that I currently hold is Boeing, and I was having a hard time getting excited about any of the others. Anyone got opinions on any of them?

Without looking at their financials, I don’t see anything wrong with Tyson. The swine flu killed a tremendous amount. Like 1/3 or something of their substantial herd. Which is part of the reason soybeans are still in the toilet even after the trade agreement. Because they don’t have any hogs. Now I have no idea if Tyson will send stuff to China or not but the fact is it is out of the global supply chain and wherever it comes from Tyson can profit nicely from filling the void.

If their financials are in order that’s not a bad look. Plus I think the Holcomb plant opened recently or will open soon so the lost revenue should be returned in coming quarters.

[lewdog]

Originally Posted by petegz28

Do some research on dividend paying stocks vs. non-dividend paying stocks in a bear market. You will have your answer.

Won’t sniff the dividends.

[Strongside]

Pre-market is looking promising this morning. Looking like a lot of folks decided to jump back in at Yesterdays levels.

[Hog's Gone Fishin]

Drugmaker Moderna has shipped its first batch of a possible coronavirus vaccine for humans to government researchers for testing.

Shares of the biotech company soared early Tuesday, a day after the company said it sent vials to the National Institute of Allergy and Infectious Diseases for early-stage testing in the United States.

More than 80,000 people have been infected globally from the viral outbreak that began late last year in China. A total of 35 cases have been reported in the United States.

More than 2,600 people have died from the virus in mainland China, including one U.S. citizen.

Shares of Cambridge, Massachusetts-based Moderna Inc. jumped nearly 16%, or $2.92, to $21.51 in premarket trading.

The stock started trading in late 2018 and set an all-time high price of $29.79 last April, according to FactSet.

[RunKC]

Bad feeling the coronavirus is gonna hurt the market for awhile. This could be a bad month long stretch. Definitely buying as soon as it starts to clear

[Rain Man]

Originally Posted by Hog's Gone Fishin

Drugmaker Moderna has shipped its first batch of a possible coronavirus vaccine for humans to government researchers for testing.

Shares of the biotech company soared early Tuesday, a day after the company said it sent vials to the National Institute of Allergy and Infectious Diseases for early-stage testing in the United States.

More than 80,000 people have been infected globally from the viral outbreak that began late last year in China. A total of 35 cases have been reported in the United States.

More than 2,600 people have died from the virus in mainland China, including one U.S. citizen.

Shares of Cambridge, Massachusetts-based Moderna Inc. jumped nearly 16%, or $2.92, to $21.51 in premarket trading.

The stock started trading in late 2018 and set an all-time high price of $29.79 last April, according to FactSet.

I'm in. It's still 20 percent below its high, and if they get it right, I'll be rich. Or at least upper middle class.

[TwistedChief]

Originally Posted by RunKC

Bad feeling the coronavirus is gonna hurt the market for awhile. This could be a bad month long stretch. Definitely buying as soon as it starts to clear

I am no expert in equity space, but I very much think the situation is going to get meaningfully worse and feel there's better than a coin flip's chance that there's a major panic in the US (read: store shelves empty, etc) over the next few months. I'm hardly a 'Chicken Little' in these situations, but I think the cat is out of the bag in terms of global containment. And the asymptomatic nature of transmission is just a really dangerous feature that makes it tricky for governments to navigate.

I also think it's possible/likely this lingers over the balance of the year and is a major factor in the election. That isn't good for Trump and probably would play into the hands of a candidate like Sanders who is advocating for universal health care at a time when a lot of people are sick and worried about the cost of coverage. And that wouldn't be good for equity markets either.

I very much hope that I'm wrong. Feel free to bump in a year when Trump is president, the virus has been forgotten, and SPX is 4000.

EDIT: Just wanted to add that markets have already done a lot of work in this direction. My speciality is fixed income and today we briefly reached the lowest 10y Treasury yield in history. Relatedly, the near-term (say, 3-6m) Fed rate path is priced aggressively but probably pretty fairly given the risks I laid out above. So it’s entirely possible that the market has spent the last two days waking up to this situation and now can find some time to consolidate and see if the worst fears actually realize.

[lewdog]

Only move I’ve made in drop is buying call options on Silver (SLV) today, 4 months out.

[Buehler445]

Originally Posted by lewdog

Only move I’ve made in drop is buying call options on Silver (SLV) today, 4 months out.

The **** you do that for?

[lewdog]

Originally Posted by Buehler445

The **** you do that for?

Hedging with commodities in a down turn. It’s not if but when investors move money to them when stocks go down. Looking to close option for profit, never owning shares though.

[Shiver Me Timbers]

Originally Posted by lewdog

Hedging with commodities in a down turn. It’s not if but when investors move money to them when stocks go down. Looking to close option for profit, never owning shares though.

Why not rice?