Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[lewdog]

Dead cat bounce.

[O.city]

Originally Posted by lewdog

Dead cat bounce.

See post 3976

[Hammock Parties]

IBIO is up 15% today

might be time to buy back in

[philfree]

I just pulled the trigger and bought back in to 13 stocks. I'm not trying to make a quick buck I'm going to try and hold these stocks for the long hall. I put $1,500.00 in each and plan to add to those holdings as I go forward ending up with about $5,000.00 invested in each. This portfolio will consist of AMD, Chipotle, DocuSign, DDD, LULU, Micron, NVDA, RAMBUS, T, TSN, TSLA, V and Zillow.

Now all you guys and your friends buy the shit up!

[Rain Man]

Originally Posted by Buehler445

I'll throw in a vote for Frontier.

Frontier's cramped seat size and pitch is probably a major factor in spreading this. They should be shut down immediately.

[Discuss Thrower]

lol at thinking we're anywhere near the bottom.

[philfree]

Originally Posted by Discuss Thrower

lol at thinking we're anywhere near the bottom.

I know but it's impossible to time so I'm good if the stocks I just bought go down that's when I'll add to those holdings. I can see a scenario where as warmer weather comes on the virus subsides and then as it becomes clear that Trump is going to be re-elected the market will run all the way back up to where it was and then pop 30,000 ….

[Couch-Potato]

Curious where you guys feel the bottom is for the S&P and when?

[Rain Man]

Originally Posted by Couch-Potato

Curious where you guys feel the bottom is for the S&P and when?

I'm sure I'm missing something here, but correct my logic. Let's say that this has a mortality rate of 1 percent or 3 percent or 6 percent. Isn't the long-term impact on the economy 1 or 3 or 6 percent? And we're down 20 percent in the market now?

[Discuss Thrower]

Originally Posted by Couch-Potato

Curious where you guys feel the bottom is for the S&P and when?

About 40% below what the S&P is currently marked at.

[Hammock Parties]

Originally Posted by Discuss Thrower

About 40% below what the S&P is currently marked at.

you're a ****ing dumbass

[Discuss Thrower]

Originally Posted by Hammock Parties

you're a ****ing dumbass

Literally studied the market in the process of earning a master's degree.


So no. No I'm not.

[Nightfyre]

Originally Posted by Rain Man

I'm sure I'm missing something here, but correct my logic. Let's say that this has a mortality rate of 1 percent or 3 percent or 6 percent. Isn't the long-term impact on the economy 1 or 3 or 6 percent? And we're down 20 percent in the market now?

The market highs were built on optimistic models of future growth without disruption, imo.

More importantly, the market prices in anticipated future growth, and the factors are multiplicative over time. You would have to develop models assuming the loss of 1-3% production and consumption, plus the loss of production from quarantines and sick workers. Net present value of cash flows are drastically reduced given supply chain disruption, changes in consumer behavior and reduced growth forecasts. What is the difference in the net present value of an investment with an 8% return and a 5% return, all other things equal? Then factor in changes to profit margin, reduced volume due to supply chain reduction? It also makes overhead a much bigger deal, turning profitable companies unprofitable.

The multiplicative nature of the factors leaves a lot of room for downward movement, Imo. But I am a pessimist by nature, so maybe factor that into your decision making process.

[ReynardMuldrake]

I have to stop checking my Robinhood account. It only goes up when I'm not looking at it.

[Buehler445]

Originally Posted by philfree

I just pulled the trigger and bought back in to 13 stocks. I'm not trying to make a quick buck I'm going to try and hold these stocks for the long hall. I put $1,500.00 in each and plan to add to those holdings as I go forward ending up with about $5,000.00 invested in each. This portfolio will consist of AMD, Chipotle, DocuSign, DDD, LULU, Micron, NVDA, RAMBUS, T, TSN, TSLA, V and Zillow.

Now all you guys and your friends buy the shit up!

**** Chipotle. I boycotted those fools after they went organic/all natural what the **** ever.