Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[scho63]

Originally Posted by myselff77

Can you explain the above? I think this is what I don't understand. Can you re-sell the options before the 1 year date and make money at a price below the $20 call?

Yes, options trade daily and you can buy and sell them at anytime.

These options have 1 yr to expire. If Ford gets to lets say $15-16 in the next 3-4 months, the options I bought at $53 a contract will be worth about $250-$300.

The downside will be if Ford goes nowhere or down over the next year and these options will slowly leak oil and expire worthless.

You can literally buy 1 contract for $55-56 and that could be your trial.

You need to read up on options before you risk real money.

If you have a large portfolio, options can be used as a hedge for the downside and lock in some additional money if you write covered calls on the stock you own.

[scho63]

I recommend the book Trading Options for Dummies. It is the best book that explains them clearly

So many other book can be complicated.

If you really still have no understanding, you may want to avoid them.

[Pointer19]

Originally Posted by Hog's Gone Fishin

I just got property tax notices and Holy shit! They are building new elementary schools in my town and they already hit us with a bond that jacked up taxes a year ago. Now they are doing it again. One property had an increase in taxable value of 40%, another 32%, another 29%, several in the 20% range.

I absolutely hate raising rents on tenants and have a past policy of only doing it between tenants but for the second year again I'll have to issue notices. I can't continue to absorb the increases.

For those of you renting out there , understand that landlords are at the mercy of the market just like farmers.

Up here in Washington, all I read on the community Facebook page is "my evil landlord is raising rent again" as if voting to pass endless property tax increases won't come back to bite these tenants.

[ChiliConCarnage]

Originally Posted by lewdog

Between inflation and this insane labor market where we pay people 20-30% more than what a job is worth, these companies are being "squeezed" by their normal standards as the cost of doing business is through the roof on all sides. No way to control costs. Many companies have high valuations still, so we are finally seeing these blue chips being brought down to match the rest of the market.

The day it happened, I saw it was Target's biggest one day drop since the '87 market crash. Two days after Walmarts biggest drop since '87. I'm surprised the companies didn't kind of shoot out a heads up ahead of time

I had been starting to think it might be time to move in as we were nearing 20% down but this has been pretty concerning. Even the recession plays, like the dollar stores got smoked 10% or more. Just carnage

[scho63]

The one interesting thing that may save this market from a flush out is that the retail investor isn't over-leveraged like the 80's and 00's crashes.

If anything, the cash hoard on the sidelines is pretty huge and still growing.

[scho63]

Anything with a YTD big loss today is getting sold off today.

Shit be getting crushed.

[petegz28]

CNBC and several of their guests won't about SNAP. Some are rationalizing the tech stocks getting hit because of SNAP. WTF cares about SNAP? Seriously? If it died tomorrow the economy couldn't give a care less.

I take this as a sign as we are getting closer to the bottom than maybe we thought. When solid tech companies like NVDA, AAPL, AMZN, GOOG, etc., start getting dumped and people are saying it's because of SNAP's shitty earnings, I say it's time to start buying.

[petegz28]

Originally Posted by scho63

Anything with a YTD big loss today is getting sold off today.

Shit be getting crushed.

I have seen some divergences in indicators trying to form but still too much volatility still out there.

Home sales are starting to take a hit now. Some companies are going into slower hiring or hiring freezes. The transition from buying stuff to going out is in full force.

Plus higher food and energy prices are going to start taking out a lot of the froth in the market.

Simply put, if your company isn't turning a profit then you're probably getting killed off unless you're and AMZN or something.

[Rain Man]

[scho63]

Originally Posted by petegz28

Simply put, if your company isn't turning a profit then you're probably getting killed off unless you're and AMZN or something.

AMZN stock has been a giant pile of dog shit. I got my RSU's at $3,300 and now the stock is $2,080 - a giant loss for me.

Glad I'm leaving here next week.

[petegz28]

Originally Posted by scho63

AMZN stock has been a giant pile of dog shit. I got my RSU's at $3,300 and now the stock is $2,080 - a giant loss for me.

Glad I'm leaving here next week.

They got caught in the gluteny that was Covid hand outs. People were handing money and couldn't go anywhere so they bought "stuff". Now Amazon has too much warehouse space, etc. But it will even out in the long run. No one is going to stop using Amazon.

[scho63]

Originally Posted by Hog's Gone Fishin

What's going to be your next adventure after Amazon ?

6-12 months off and then I need to squeeze 2 years out from somewhere. I'm gonna start looking around October

I actually wouldn't mind working overseas.

[Rain Man]

Originally Posted by Hog's Gone Fishin

Faang stocks ,TSLA /MSFT since Jan.1

AAPL -20.96%
MSFT -22.81%
GOOGL -26.79%
AMZN -37.56%
TSLA -40.57%
FB -46.10%
NFLX -70.07%

Yep, that fits per my end of year summary.

Originally Posted by Rain Man

...

My ten largest holdings (not including my wife's stuff) are 31.1 percent of my total holdings, and are presented below with their annual total return.

Cash and Money Markets 0.01%
GOOG 67.43%
AMZN 4.64%
MSFT 55.23%
TSLA 44.81%
MPW 18.35%
ATCO 37.05%
TSM 9.26%
FTANX 5.67%
AAPL 37.72%

...

[Hog's Gone Fishin]

Originally Posted by Rain Man

Yep, that fits per my end of year summary.

I actually think GOOGL and AMZN splitting soon may be good timing. Those stocks will be reasonably priced now when the day comes that money starts coming back in.

If you just google up "which companies have the most cash" you get:

AAPL
GOOGL
MSFT
Amazon

Those aren't staying down , They're the backbone of investment portfolios.

[petegz28]

If things hold today I will get the first buy signal on my volatility indicator since March on the QQQs. SPYs are close but not quite there.

I am also seeing some positive divergences in other indicators but we still remain firmly in a downtrend