Investing megathread extravaganza

[DaFace]

A place to talk about investing stuff.

[Halfcan]

Originally Posted by lewdog

Only one of those I'd touch is AMD but I don't think it pays a dividend?

I'd consider GILD for the dividend. Pass on the rest.

Why not the others- they are at bargain prices?

I am also looking at these.

EMN Eastman Chemical
ABR Arbor Reality
HCA Health
ORC Orchid Island Capitol

[Rain Man]

Originally Posted by Buehler445

I think industry thinks of dividends like prehistoric times.

The way I see sentiment of management is that once they can get away with dumping a dividend they won’t go back.

Probably not for utilities etc.

Pure speculation here but I’d guess they’d reserve cash for acquisitions to bump stock prices. That’s pretty much what GE did. Fell in love with acquisitions that would bump their earnings they could extrapolate their (better) earnings multiple to and bump their stock price. Then when the acquisitions didn’t yield corresponding earnings multiples they had to pay the piper. Cut the dividend and divested. And Emmelt ate shit and his successor lasted 9 months.

Pure speculation but history rhyming and all.

That's something I'm really wondering about. I don't see why companies offer dividends at all. It's a big cash drain. So will the big hotels and cruise lines ever bring them back? If I was the CEO, I'd probably lobby the board against it.

[Halfcan]

Originally Posted by lewdog

Hasn’t been at these levels since July of ‘21, 50% off it’s high currently.

Just saying.

This!

That is why I shop in the bargain bin.

[neech]

Originally Posted by Halfcan

Why not the others- they are at bargain prices?

I am also looking at these.

EMN Eastman Chemical
ABR Arbor Reality
HCA Health
ORC Orchid Island Capitol

I had EMN for awhile I sold at around 112 a year ago as it was trending up nicely then started to edge downward more then I liked so I had to give it the knife. It has a nice dividend also.

[scho63]

Check out BDN at these levels for it's dividend

Brandywine Realty Trust.

[scho63]

FWIW Halfcan, in the future could you put a wall of text like that in spoiler tags?

Brutal to read the last few responses in this thread.

[Buehler445]

Originally Posted by scho63

Check out BDN at these levels for it's dividend

Brandywine Realty Trust.

Thanks for the heads up. That looks like a nice little stock to own.

Remains to be seen what will happen but I picked some up in my gambling account

[Rain Man]

Originally Posted by scho63

Check out BDN at these levels for it's dividend

Brandywine Realty Trust.

I've been reading that REITs do well in inflationary environments. I hold a few, in large part because they got destroyed in the shutdown but as long as I don't sell them I still get the dividends. They don't seem to be thriving, but they've generally held their own in this latest bear market, which is a win.

[scho63]

Originally Posted by Buehler445

Thanks for the heads up. That looks like a nice little stock to own.

Remains to be seen what will happen but I picked some up in my gambling account

Look at it solely for dividends and reinvest it each quarter

[scho63]

Originally Posted by lewdog

How do you find your criteria for a target buy price? Genuinely interested in your technique.

[lewdog]

This used January 3rd as the starting point and was made on May 20th.....we add roughly 32 days to 161 and we're 193 days into this bear market.

Based on past instances, recovery to new highs will likely take 2-3 years.

[Rain Man]

Originally Posted by lewdog

This used January 3rd as the starting point and was made on May 20th.....we add roughly 32 days to 161 and we're 193 days into this bear market.

Based on past instances, recovery to new highs will likely take 2-3 years.

I don't like the look of those five-year recoveries.

[scho63]

There are TWO HUGE differences at this time that will create a soft landing for 85-90% of the US.
1. The US consumer still has a shit load of money
2. The US consumer is NOT over-leveraged like in the past so banks are in great shape

To me, the big wild card is if housing prices plunge then homeowners could be deep underwater and start walking away from their houses.
I don't think it will happen but home prices need a 25-30% haircut.

[Chazno]

Originally Posted by scho63

There are TWO HUGE differences at this time that will create a soft landing for 85-90% of the US.
1. The US consumer still has a shit load of money
2. The US consumer is NOT over-leveraged like in the past so banks are in great shape

To me, the big wild card is if housing prices plunge then homeowners could be deep underwater and start walking away from their houses.
I don't think it will happen but home prices need a 25-30% haircut.

If this is the case, why is the media trying to say that the government giving stimulus checks to the US consumer is the cause of all this? Isn't that one of the ways they got this money?

[scho63]

Originally Posted by Chazno

If this is the case, why is the media trying to say that the government giving stimulus checks to the US consumer is the cause of all this? Isn't that one of the ways they got this money?

They poured gas on the fire.

If not for Joe Manchin, we would be at 15-20% inflation based on the stupid idea to hand out MORE than the $5 trillion they did.

It was an incredibly foolish decision at the same time the Fed was helping to feed liquidity.

Yes, it jacked up inflation GREATER but it was far from the only factor.