Money Investing megathread extravaganza - Page 548

**DaFace** · 06:35 PM

A place to talk about investing stuff.

scho63 · 03-06-2021, 11:52 AM

Quote:

Originally Posted by ChiliConCarnage

Add a likely Infrastructure bill to follow 1.9 trillion in stimulus
ISM Manufacturing put up the best number since 2004.

You sir gave two excellent future looking potentials.

The others are all giving answers baked into the market already.

**TinyEvel** · 03-06-2021, 02:45 PM

is there a way to invest in particle board and particle board furniture? that shit is EVERYWHERE.

**lewdog** · 03-06-2021, 02:55 PM

Quote:

Originally Posted by TinyEvel

is there a way to invest in particle board and particle board furniture? that shit is EVERYWHERE.

Reviewing charts.

One I like is TCS. Container store (which is awesome!)

Might fit your criteria.

Hammock Parties · 03-07-2021, 01:07 AM

i'm horney!!!

eDave · 03-07-2021, 01:16 AM

I like that it's here, but Casa Grande? S bound I-10 gonna suck bad in the mornings. My side of town is where heavy traffic alleviates. This will temper that a great deal. Both east and west.

**TinyEvel** · 03-07-2021, 09:12 AM

That is a hefty volume goal of 800k cars per year. Tesla delivered 500k in 2020 and that’s the category leader. Lucid starting with a luxury model is the lowest model volume category behind coupes. Gonna be a while before most of this plant is used but if the quality of the cars is there these guys are set up for long term succeeds. Long hold on this stock could be a good play. 25 bucks right now

RunKC · 03-07-2021, 09:36 AM

I like my stock picks because of their long term potential. They’ll be back.

NIO is the only one in question for me

**Buehler445** · 03-07-2021, 09:42 AM

Quote:

Originally Posted by RunKC

I like my stock picks because of their long term potential. They’ll be back.

NIO is the only one in question for me

What do you have?

I took profits on the ones I felt pretty good about and am left with ones I'm meh on.

In my (basically gambling) account:

I have Disney, which I was pretty high on, until the whole cancel thing reared it's ugly head - knowing my luck as soon as I buy stock, cancel culture will break a company.

I'm up pretty good on Exxon, just looking for a place to get out, I don't think that's a long termer.

NIO - I might hang on to that awhile, it's just one share, but it's been a dog.

RunKC · 03-07-2021, 09:57 AM

Quote:

Originally Posted by Buehler445

What do you have?

Counting my wife’s account, this is what we are invested in:

Apple
Microsoft
Paycom
NIO
Tesla
Roku
Square
Airbnb
Berkshire BRK-B
Appfolio

**Buehler445** · 03-07-2021, 10:04 AM

Quote:

Originally Posted by RunKC

Counting my wife’s account, this is what we are invested in:

Apple
Microsoft
Paycom
NIO
Tesla
Roku
Square
Airbnb
Berkshire BRK-B
Appfolio

Right on. I’ll look at some of those. Apple and MS have run up so much I’m chicken. I’ll look at some of the others. Thanks!

**lewdog** · 03-07-2021, 07:38 PM

I still think that the stimulus passage was already cooked into the current pricing and the bigger issue we see is the run-up on safe yields from treasuries.

Indices are dropping because TNX is rocketing up.

Valuation theory 101. All a stock is worth is its future cash flows discounted to present value. The rate for discounting is set to a 'risk-free rate', which is often set to TNX for convenience. When TNX goes up, valuations go down. It is an exponential relationship, which is why a small move in TNX can crush stocks by a lot because people can park money here risk free.

TNX could still go up to around 2.00, so there is still a lot more room to drop for many stocks based on current pricing.

It's not really a 'dip' if the fundamental valuation for equities has changed.

I still expect a drop this week, although we may have a large 1-2 green days in the mix.

**TinyEvel** · 03-07-2021, 08:07 PM

I agree I call it a check Mark day/week. Two steps down one step up.

Hammock Parties · 03-07-2021, 08:17 PM

TO THE MOON!!!

MTG#10 · 03-07-2021, 08:21 PM

Any doubters changed their tunes on GME yet? As a stock, not a company. Two straight weeks of growth now despite the rest of the market taking a shit.

**lewdog** · 03-07-2021, 08:24 PM

Quote:

Originally Posted by Hammock Parties

TO THE MOON!!!

CCIV touched $20.40 Friday.

Wow!

06-27-2016, 11:23 AM
DaFace Kind of a mod Join Date: Aug 2005 Location: Donkey Land Casino cash: $76899	Investing megathread extravaganza A place to talk about investing stuff. Last edited by DaFace; 02-19-2021 at 06:35 PM..
Posts: 52,542

03-06-2021, 02:45 PM	#8207
TinyEvel Just a li'l Evel Join Date: Sep 2005 Location: Bald. Goatee. Jorts. Casino cash: $3719601	is there a way to invest in particle board and particle board furniture? that shit is EVERYWHERE.
Posts: 12,026

03-07-2021, 01:07 AM	#8209
Hammock Parties I'll be back. Join Date: Nov 2002 Casino cash: $2760478	i'm horney!!! __________________ Chiefs game films
Posts: 288,722

03-07-2021, 01:16 AM	#8210
eDave Banned Join Date: Jan 2013 Casino cash: $9998560	I like that it's here, but Casa Grande? S bound I-10 gonna suck bad in the mornings. My side of town is where heavy traffic alleviates. This will temper that a great deal. Both east and west.
Posts: 53,803

03-07-2021, 09:12 AM	#8211
TinyEvel Just a li'l Evel Join Date: Sep 2005 Location: Bald. Goatee. Jorts. Casino cash: $3719601	That is a hefty volume goal of 800k cars per year. Tesla delivered 500k in 2020 and that’s the category leader. Lucid starting with a luxury model is the lowest model volume category behind coupes. Gonna be a while before most of this plant is used but if the quality of the cars is there these guys are set up for long term succeeds. Long hold on this stock could be a good play. 25 bucks right now
Posts: 12,026

03-07-2021, 09:36 AM	#8212
RunKC Andy Reid Supporter Join Date: Apr 2012 Casino cash: $319611	I like my stock picks because of their long term potential. They’ll be back. NIO is the only one in question for me __________________ Mike Greenberg@Espngreeny I can’t fathom what it must be like to be a fan of the #Chiefs. Adopt a Chief: Jared Wiley
Posts: 48,518

03-07-2021, 07:38 PM	#8216
lewdog Mod Team Join Date: Sep 2011 Location: Valley of the hot as **** Casino cash: $-18100	I still think that the stimulus passage was already cooked into the current pricing and the bigger issue we see is the run-up on safe yields from treasuries. Indices are dropping because TNX is rocketing up. Valuation theory 101. All a stock is worth is its future cash flows discounted to present value. The rate for discounting is set to a 'risk-free rate', which is often set to TNX for convenience. When TNX goes up, valuations go down. It is an exponential relationship, which is why a small move in TNX can crush stocks by a lot because people can park money here risk free. TNX could still go up to around 2.00, so there is still a lot more room to drop for many stocks based on current pricing. It's not really a 'dip' if the fundamental valuation for equities has changed. I still expect a drop this week, although we may have a large 1-2 green days in the mix.
Posts: 46,146

03-07-2021, 08:07 PM	#8217
TinyEvel Just a li'l Evel Join Date: Sep 2005 Location: Bald. Goatee. Jorts. Casino cash: $3719601	I agree I call it a check Mark day/week. Two steps down one step up.
Posts: 12,026

03-07-2021, 08:17 PM	#8218
Hammock Parties I'll be back. Join Date: Nov 2002 Casino cash: $2760478	TO THE MOON!!! __________________ Chiefs game films
Posts: 288,722

03-07-2021, 08:21 PM	#8219
MTG#10 Mammoth penis Join Date: May 2006 Location: Springfield Casino cash: $7214386	Any doubters changed their tunes on GME yet? As a stock, not a company. Two straight weeks of growth now despite the rest of the market taking a shit.
Posts: 11,434