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Which Stocks do you own?
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Good luck.
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Why is outlandish boasting a dead giveaway that its the same person? Do you think there can be only one person that does this? Ive met a lot of people that do.
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Haha thats funny that Cramer spotlighted that company. Crazy odds. Unless youre Cramer.
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Quote from Upgrayedd
Why is outlandish boasting a dead giveaway that its the same person? Do you think there can be only one person that does this? Ive met a lot of people that do.
I’m sure you have.
But you were not around here when those two(?) folks ran roughshod over the forum. It is not out of the realm of possibility that someone who got his jollies by trolling a limited-access forum would be amused by doing so once again. Why does it bother you that this might be the case?-
It doesnt bother me at all that this might be the case. I was questioning the logic that outlandish boasting was a dead giveaway that this was the same poster youve dealt with previously.
More importantly, there is an overall feeling of smugness and lack of acceptance on this forum. When there is disagreement, or when presented with differing views (albeit occasionally brazen and boastful), it is all too common that the response is personal insults or accusing the other of trolling/multiple accounts.
It is very possible that other people have different views – it is even possible that another rad out there is making money in real estate.
Earlier in this thread, I gave my opinion on leveraged real estate, was disagreed with, and went about my day. I didnt feel the need to personally insult anyone. And if you think he is a troll – well, youre feeding the troll.
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Some folks just don’t know when to let a discussion (or circular forum thread) drop.
I have spoken. -
Quote from Upgrayedd
It doesnt bother me at all that this might be the case. I was questioning the logic that outlandish boasting was a dead giveaway that this was the same poster youve dealt with previously.
More importantly, there is an overall feeling of smugness and lack of acceptance on this forum. When there is disagreement, or when presented with differing views (albeit occasionally brazen and boastful), it is all too common that the response is personal insults or accusing the other of trolling/multiple accounts.
It is very possible that other people have different views – it is even possible that another rad out there is making money in real estate.
Earlier in this thread, I gave my opinion on leveraged real estate, was disagreed with, and went about my day. I didnt feel the need to personally insult anyone. And if you think he is a troll – well, youre feeding the troll.
Yes, these are characteristics of the modern left. Don’t like an idea? Ok, debate it. Wait what? You can’t debate it? Ohh, that’s why you name call and try to shut it down. Now with force which for them is media, corporate, HR, etc. Especially since people with the best physical skills and enforcement are not on their side. This is the problem with America currently.
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Quote from Upgrayedd
Why is outlandish boasting a dead giveaway that its the same person? Do you think there can be only one person that does this? Ive met a lot of people that do.
I’m glad there are some people that don’t fall for the boomer idiocy
these two got butthurt and now even Dalai says the same stuff, just because he doesn’t like R3birth, not because of what the dude actually says or if it’s true-
Meanwhile, MSFT keeps rocking and rolling, as does my prediction
options looking that much better, talk about leverage
Everything I touch turns to SHEET, as kpack says, he must think sheet is $$$$$$$$$$$$$$
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To answer the original question:
All of them, VTSAX and VTIAX
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Reading this thread only confirms my belief that one should NEVER EVER consult with physicians about investments because too often the answer will devolve into insults and bragging and chest-pounding while the financial advice will be not particularly enlightening. Yeah, smartest people in the room, I get it.
Yes, MSFT & AAPL, etc. Hardly surprising unless you got AAPL & MSFT in 2010 when the economy started up again. But then that’s true of most investments since 2010. You’d have to work hard to actually lose investment money since 2010. But bragging about being a smart investor under that recovering economy? The question is how your investments did in 2008.
I’ve been lucky & done well, thank you. The OP starts correctly, start with what you know.
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One just has to discern if that physician is actually well studied and thoughtful outside of medicine. There aren’t a ton that fall in this category, but it isn’t too few, either. You are right though, one must be careful with physicians due to a common trap of ego and thinking this extends to other areas of knowledge or expertise. But like any other human, you can tell by if they actually think critically — this is way bigger than some certification attained. You’ll find that very few people have been trained, or trained themselves, to [i][b]think [/b][/i]the right way.
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Quote from Adahn
At this point a better point of discussion (rather than individual stocks) would be current asset allocation assuming one is within ~10 years of retirement. The music is still playing and everyone is dancing and the punch bowl is currently being spiked with QE4. So, stocks:bonds:cash?
“When everyone is greedy, be fearful.”
The next 10 years aren’t going to be fun. Could be another lost decade. What can be done? Nothing unless one believes in market timing.
10 years from retirement is an interesting scenario.
Long term U.S. bonds went from a low of 1.9% in 1951 to a high of nearly 15% by 1981. Are we in for another great bond bear market?-
Yes. Bonds are totally asymmetrically valued.
As I’ve said, MSFT even in a drop where it gets hurt, will weather the storm. I am long bitcoin, don’t listen to the charlatan, I correctly called the mania when it double to 18k, now it’s just back to the 9k sticking point. The halving is coming anyway, just buy and hold 6-10 years.
The real issue will be USD holding its value over time, especially given the federal debts and Central Banks attempts to mitigate bond market and pension failures that are upcoming. There seems to be no way there is not 30 trillion debt by the end of Trump term 2.-
Is physician securitization unstoppable?
Anything with future material cash flows is open to being turned into an ABS-asset backed security. Healthcare receivables, mutual fund fees, and student loans, for example, are just a few of the areas being developed for the ABS marketplace.
Should I invest in my own security? Would I be any more secure?-
Physicians discussing the markets.
Bitcoin anyone?
Precious.-
The one guy with all the aliases was pumping Bitcoin when it was 18,000
Then it went down to 4000
Yep he is financial genius
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And personally I dont give a sheet if someone is skeptical
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Lucky dart throwing monkey. You throw a lot of ‘sheet’ so maybe practice helped you
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Yep
12 of 14 years is monkey dumb pure luck
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Beat by how much ?
Beating sp by 1 point a year and then underperforming by 15 percent in a year like 2019 sounds good but ….
Also , risk is important. If interesting in nasdaq stocks one will outperform the sp in a bull but the risk is elevated-
My 3 year return is 90%
S and P is close to 50
Been doing this since the mid 90s. Everyone is an indexer during good years…..then a couple sluggish or worse yet down years come
Indexers are hiding
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Quote from raduser1
Quote from kpack123
Yep
Buffet buys a lot of index funds
Sorry but thats the lazy argument for people who dont want to take the time to understand markets finance and investment strategy
Thats ok if its not your thing….. but its a lazy argument
I think we’d have to agree to disagree on that.
There are people who’s training and full-time occupation is finance that don’t outperform index funds. For physicians, highly trained in another field, to think that in their part-time they are going to outperform the market and outperform those with more training is unrealistic.
From time to time can someone beat the market? Sure. But over-time, the odds are you won’t.
If you enjoy “the game” of trying to beat the market, that’s good for you.
But I don’t think it’s a “lazy” argument to understand your limitations.
There will be a day when indexes fail. There will be a day when people wish they owned gold (as insurance, small % of portfolio, as Dalio says) and as people know, BTC for me
If you don’t buy into gold or BTC as hedges in the next 5-10 years, I don’t think you understand what’s going on. US Debt will be huge before you know it, your big salary might not mean as much. Purchasing power is in time tested assets like gold, and in new ones like BTC. I say this as someone who thinks the markets will continue running for 2 more years, too. -
Quote from 67ED5CC042435
I lose money every time with stocks because I end up buying at highs and selling at lows.
Don’t buy stocks.
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Quote from drad123
Quote from 67ED5CC042435
I lose money every time with stocks because I end up buying at highs and selling at lows.
Don’t buy stocks.
The better answer is “don’t [b]sell[/b] stocks” … and dollar cost average, and buy indixes.
Warren Buffet: {paraphrase} “The right time to sell a stock is never”-
Quote from dergon
Quote from drad123
Quote from 67ED5CC042435
I lose money every time with stocks because I end up buying at highs and selling at lows.
Don’t buy stocks.
The better answer is “don’t [b]sell[/b] stocks” … and dollar cost average, and buy indixes.
Warren Buffet: {paraphrase} “The right time to sell a stock is never”
For some people it is much easier not to buy than not to sell.
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BRK is sitting on a huge (23%, $128B)cash reserve.
[link=https://seekingalpha.com/article/4319812-is-berkshire-hathaway-antifragile]https://seekingalpha.com/…e-hathaway-antifragile[/link]
Perhaps the ‘tide is about to go out’. Best pull up your trunks.-
Bought Apple last January and nothing else since
Cash is a good thing
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Dalio walking back his “Cash is trash” statement of a few days ago. Quite funny, but he did make good points in that interview.
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I added to my AAPL position a while back. It’s still only about a bit more than 1% of my portfolio
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Quote from kpack123
Cash is a good thing
Agree, but 23% like Warren has? That’s a lot, even for me.
Even the conservative ‘% of your age in bonds’ left a lot on the table for the last few years.
How badly did the dividend aristocrats take it in the shorts in 2008?-
In 2008 the index of dividend aristocrats was down 22%
S and P was down 37%
2009 up 27%
I dont buy the aristocrats ETF or index
I own only individual stocks
I was down 3% in 2008 including dividends of course
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One thing
Dividend stocks if you are reinvesting the dividends yearly
…. you are buying more stock cheaper so when the stock goes up you make alot more
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As long as they keep increasing their dividends…. it doesnt really matter to me
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S&P ETF, high-yield dividend mutual fund. Easy but boring.
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As I have gotten older I have become more conservative a few things I think about and I don’t claim to know anything.
The history of the stock market is very short compared to the history of humanity therefore people who think that prior stock markets trends predict the future make me wary.
Absolutely nobody knows what will happen tomorrow so I do not pay people to manage my money.
Know the risks and what you are willing to loose. What you are not willing to loose keep in hard assets or cash. However, beware of cash as the dollar can be easily be devalued. If you buy your house you have shelter to live in bad times. This video really made me aware how important hard assets may be in the future. Again I know nothing these are just my personal opinions. This video does explain how currency can be significantly devalued . Did you know that only 3% of all currency actually even exists? [link]https://www.youtube.com/watch?v=P-5xDzTvW6E.[/link]-
Risk tolerance is discovered only through trial and error.
Risk tolerance is a catch 22.
“That’s some catch, that Catch-22,’ he observed. ‘It’s the best there is,’ Doc Daneeka agreed. Yossarian saw it clearly in all its spinning reasonableness. There was an elliptical precision about its perfect pairs of parts that was graceful and shocking, like good modern art, and at times Yossarian wasn’t quite sure that he saw it at all, just the way he was never quite sure about good modern art Heller
[/h1]-
I sometimes deal on bad news. But that’s just with ‘play money’, not an investment. For example the Peloton commercial. The fundamentals of the company hadn’t changed when the Twitter Twits decided to include the company in their daily serving of hate for not showing enough fat people in their commercials. They have recovered nicely since.
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Disney+ subscriptions are artificially inflated. There are a lot of people who get free 1 year subscriptions through wireless carriers counted in that number. Paying customers are likely far fewer. Probably still a decent long term play, but dont expect to strike gold.
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CEO Bob Iger said at their earnings call the other day that approximately 20% of the Disney+ subscribers are getting it free for one year with their cell phone carrier (Verizon). A substantial percentage, yes, but paying customers aren’t “far fewer” than those getting it free, contrary to what you were assuming.
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I referenced Moderna (MRNA) on [link=https://www.auntminnie.com/forum/fb.ashx?m=598465]page 3[/link] of this thread. They are a clinical stage biotech company using messenger RNA to produce numerous drugs, from vaccines against CMV and RSV, to personalized cancer vaccines, to inborn errors of metabolism, to myocardial regeneration after MI, and more.
Anyway, they surged over 16% today. A week or two ago, it was announced that the NIH is partnering with them to develop an mRNA based vaccine for the novel coronavirus, funded by NIH. Today, at a US Dept of Health & Human Services press briefing on the Task Force against the Novel Coronavirus, they updated the progress. The MRNA update occurs at 10:40.
[link]http://youtu.be/NKcUSGk6bdI?t=640[/link]
Long story short, in less than 2 weeks, they have identified several potential immunogenic proteins from the coronavirus, produced mRNA that codes for these proteins, have shown the proteins can be expressed, and are now testing the vaccine on mice. The NIH believes that they will be able to begin phase 1 human testing in only 2.5 months!
The thing that is so big about this in my opinion, is that if this is successful, it proves that their mRNA platform works. Which means that their entire pipeline may be in line for big things!-
Good stuff, sounds really cool, acpce1 … doing good work all the way around there … and possibly making you wealthier!
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Not wealthier today! Hopefully nobody acted on my enthusiasm for MRNA other day and bought after it went up 16%. Because it promptly dropped 20% when they just announced another round of funding.
Doesnt change the science and the fact that I am long, but definitely affects the traders and is a little scary short term. this biotech stuff can be so fickle.
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Problem with biotech upstarts is not necessarily the science but their ability to stay afloat until the hit a big one
I use to dabble in ELAN a small Irish drug company with great science for MS Alzheimers and a unique drug delivery branch
I road the Yo-yo up and down with it for years
Eventually got bought out and I doubled my initial investment
……. but the buy out was by a combo of Eli Lilly and biogen
Fortunately I owned both and Biogen has tripled and Lilly has quadrupled since the buyout….. partly because of Elan technology
Point is great science doesnt always lead to great returns…… but when a company with deep pockets scoops up the company with the great science for cheap……. then back the truck up and buy the big boy with the deep pockets
I learned that leases while back
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“Point is great science doesnt always lead to great returns…… ”
This is absolutely true. There are mundane financial fundamentals that need to be considered, as well as the quality of corporate leadership etc. So many things can sink a young company; despite great science.-
Tesla and Amazon
I might buy Luckin Coffee soon-
got in AMD at 15 and ENPH at 9
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Moderna (MRNA) clinical stage biotech company I referenced a few times in this thread has coronavirus vaccine ready for stage I human trials. Only took them 42 days from knowing the genome of the virus to being ready for human trials. Vaccine being sent to NIH for the upcoming trial. Up 18% after market on this news.
[link=https://www.foxbusiness.com/lifestyle/experimental-coronavirus-vaccine-completed-by-moderna-biotech-researchers]https://www.foxbusiness.com/lifestyle/experimental-coronavirus-vaccine-completed-by-moderna-biotech-researchers[/link]
Full exclusive article from WSJ is behind a paywall, but worth a read.
[link=https://www.wsj.com/articles/drugmaker-moderna-delivers-first-coronavirus-vaccine-for-human-testing-11582579099]https://www.wsj.com/articles/drugmaker-moderna-delivers-first-coronavirus-vaccine-for-human-testing-11582579099[/link]
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Dow dropped 1200 today. My retirement is fooked.
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you must be even more hozed now..
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It’ll come back up …. at some point
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Going to buy some AAPL today.
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Going to buy some NNOX tomorrow. 😉
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Starting to research SPACS based on a recommendation of friend who knows a lot of the guys running them. His favorite is AONE. Used to work with the guy managing the shell at a VC firm. Trusts him above all others. I bought into a small position today.
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Small positions in Apple, Tesla, and Amazon
Earlier this year took some profit on my Amazon holding.
Have 2 Technologists friends that are day traders. One of them mostly trades calls, and puts. The other one strictly buys and sells same day and then reinvests-
I just have index funds. Too chicken to do anything else.
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Nothing wrong with that
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TSLA to be added to the S&P 500 in December
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Someone in this thread recommended moderna in January pre pandemic. It was about $20 a share then.
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Has anyone every owned cryptocurrency? If so how did you do.
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Quote from irayd8u
Has anyone every owned cryptocurrency? If so how did you do.
Not me. But one of our business savvy residents invested $10k in Bitcoin back in 2015. I don’t know if he kept holding it or sold at one of the peaks …. but that was a nice little move.
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I think you can get it on CashApp. I know someone that has some fractional bit coin on there.
I do know someone that killed it in bitcoin. It was stupid cheap to buy into coins when it first started.
I generally don’t understand why it has value. or why people that put $27 bucks in for 500 coins, that same $20 is “worth” $7.5ml
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On 2/7/2020 a few posts above I posted this:
“I referenced Moderna (MRNA) on [link=https://www.auntminnie.com/forum/fb.ashx?m=598465]page 3[/link] of this thread. They are a clinical stage biotech company using messenger RNA to produce numerous drugs, from vaccines against CMV and RSV, to personalized cancer vaccines, to inborn errors of metabolism, to myocardial regeneration after MI, and more.
Anyway, they surged over 16% today. A week or two ago, it was announced that the NIH is partnering with them to develop an mRNA based vaccine for the novel coronavirus, funded by NIH. Today, at a US Dept of Health & Human Services press briefing on the Task Force against the Novel Coronavirus, they updated the progress. The MRNA update occurs at 10:40.
[link=http://youtu.be/NKcUSGk6bdI?t=640]http://youtu.be/NKcUSGk6bdI?t=640[/link]
Long story short, in less than 2 weeks, they have identified several potential immunogenic proteins from the coronavirus, produced mRNA that codes for these proteins, have shown the proteins can be expressed, and are now testing the vaccine on mice. The NIH believes that they will be able to begin phase 1 human testing in only 2.5 months!
The thing that is so big about this in my opinion, is that if this is successful, it proves that their mRNA platform works. Which means that their entire pipeline may be in line for big things!”
Anybody reap these benefits?
I got caught up in buying and selling surges and dips and screwed up and lost track of my focus on this company. I believed in the science way before COVID and I let the swings of the COVID vaccine cloud my judgement of the company. I have a nice sized stake in it but not where I was before. I have about 1/3rd as much as I had pre pandemic. I’m so kicking myself. But, so is life.-
I bought 3 shares at 92.
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Just recently invested in nio, Babba, and CIIC.
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Not an individual stock … but my lean towards small cap indices finally pays off.
Rebalance back into them every year … finally they pop.-
“Starting to research SPACS based on a recommendation of friend who knows a lot of the guys running them. His favorite is AONE. Used to work with the guy managing AONE at a VC firm. Trusts him above all others. I bought into a small position today.”
Luckily I added and made it a large position. Announced merger with Markforged today. Up 20% today and 30% overall. Relatively safe play getting in at $10.21-
Trying to think of something to invest in. Normally Id like to blow some extra coin from my tax return on my house. Building stuff is all pack expensive so I figured bump up my TD ameritrade account. Im kind of liking Walmart. Its in a dip and I suspect they should do well with stimulus checks and hot times coming off Covid
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My one individual stock ….
Apple Q1 Revenues were up 54% over the prior year, the highest YoY growth rate since 2012.[link=https://www.cnbc.com/2021/04/28/apple-aapl-earnings-q2-2021.html]https://www.cnbc.com/2021…-earnings-q2-2021.html[/link]
A $2T market company doing greater than 50% earnings jump … wowo
(also authorizes $90billion on share buybacks 🙂 )
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In general the market does not like APPLE regardless of their growing capitalization and profits each Q. Every Q since I can’t remember when, the market predicts failure & then Apple with few exceptions, very few, posts record profits for that Q. Every Q it is the end of the iPhone. RUN!
And after another Q of record profits, price of APPL is DOWN. Why? Because next Q, no way APPL can do this again. Failure is always just around the corner.
That said, a very substantial portion of my portfolio is APPLE for years now over several splits.
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Apple rocks.
I’ve been interested in Peloton. It’s more like Smelloton right now. Just announced a recall on their treadmill as it killed a kid and has caused a bunch of injuries. I kind of think the train at home thing is here to stay. They make the bike but I believe they also require subscriptions. Plus it could probably expand into other markets around the world, if it isn’t already. It’s already been going down and this treadmill stuff aint gonna help. Sometimes when people run it’s the best time to jump in.-
[link=https://www.cnbc.com/2021/07/27/apple-aapl-earnings-q3-2021.html]https://www.cnbc.com/2021…-earnings-q3-2021.html[/link]
[h1]Apple demolishes earnings expectations with iPhone sales surging nearly 50%[/h1]
Here are the key numbers compared to what Wall Street was expecting, per Refinitiv estimates:
[ul][*][b]EPS[/b]: $1.30 vs. $1.01 estimated [*][b]Revenue[/b]: $81.41 billion vs. $73.30 billion estimated, up 36% year-over-year [*][b]iPhone revenue[/b]: $39.57 billion vs. $34.01 billion estimated, up 49.78% year-over-year [*][b]Services revenue[/b]: $17.48 billion vs. $16.33 billion estimated, up 33% year-over-year [*][b]Other Products revenue[/b]: $8.76 billion vs. $7.80 billion estimated, up 40% year-over-year [*][b]Mac revenue[/b]:$8.24 billion vs. $8.07 billion estimated, up 16% year-over-year [*][b]iPad revenue[/b]: $7.37 billion vs. $7.15 billion estimated, up 12% year-over-year [*][b]Gross margin[/b]: 43.3% vs. 41.9% estimated [/ul]
[/QUOTE]
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My bell cow AAPL.
I bought 100 shares of Palantir a few month back for around $19. I think it might have a strong future. Prominent startup dealing with data including defense contracts. It ran up a bit but pulled back some. It was around $40 at one point, so I feel like getting in down 50% is good. Hold and hope for gold.
***bang up Q2. 13% jump up to $25. snapping necks and cashing checks. not that I put I huge amount in but good return in the short term.
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NVDA /FSELX. To paraphrase Fletch (dating myself ): ITS ALL SEMICONDUCTORS TODAY!!!! . Remember to thank me in 5 years.
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[link=https://www.investors.com/market-trend/stock-market-today/dow-jones-falls-as-nasdaq-sp500-hit-record-highs-zoom-earnings-due/]https://www.investors.com…ghs-zoom-earnings-due/[/link]
[h1]Apple Jumps To Record Highs[/h1]
[img]https://pbs.twimg.com/media/E-DFE75VkAMc9IQ?format=jpg&name=900×900[/img]
152 … up 2.4% 🙂
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Palantir $28+ and got a buy in the Jim Cramer lightning round. Not that I have a huge amount but it’s made more on my $ than sitting in a Chase bank checking account.
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[link=https://www.reuters.com/markets/europe/apple-set-amass-3-trillion-market-capitalization-2021-12-13/]Market on watch for AAPL $3 trillion market cap[/link]
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Apple is awesome.
Palantir went back to even. I still like my little bit of it long term as a way to make a little money.
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AAPL, hands down.
[link=https://www.bloomberg.com/news/articles/2021-12-21/apple-gets-top-credit-rating-from-moody-s-on-growth-prospects]https://www.bloomberg.com…-s-on-growth-prospects[/link]-
I scooped up another 100 shares of Palantir. It got down to around $16 dollars today. Not sure what’s got it down. Not that I’m like a big spender or something. Figured I cannot get hurt much and the upside I think is pretty solid.
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Havent been paying attention much. Checked today and it looks like its been a tough week or so.
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question. Peloton is trading below IPO now at like $24. It was $160 in the past year. Sometimes when everyone is running is the time to buy. Would you put Peloton as a buy, buy, buy.?
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Quote from DICOM_Dan
question. Peloton is trading below IPO now at like $24. It was $160 in the past year. Sometimes when everyone is running is the time to buy. Would you put Peloton as a buy, buy, buy.?
I don’t know.
They’ve stopped manufacturing because of lack of demand.
Sometimes a fad is just a fad.-
I kind of thought the same. I was looking into a bit but it seems like a lot of companies are now making cycles and equipment that allow you to participate in virtual classes. So theyre not the only kid on the block. My thought is the companies are going to make money on that content more than the exercise equipment.
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[link=https://www.bloomberg.com/news/articles/2022-01-27/apple-to-let-iphones-accept-credit-cards-without-extra-hardware?srnd=premium]Apple to Rival Square by Turning iPhones Into Payment Terminals[/link][/h3] Devices currently require external terminals such as Squares.
cha-ching
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my only individual equity:
[h3][link=https://www.bloomberg.com/news/articles/2022-03-29/apple-shares-set-for-the-longest-winning-streak-since-2003?srnd=premium]Apples Best Run Since 2003 Brings $3 Trillion Back in Focus[/link][/h3] In 2003, the iPhone hadnt even launched and Nokia was still one of the top mobile phone makers in the world.
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Making the identical obsrvation.
[link=https://www.barrons.com/articles/apple-stock-winning-streak-what-happens-next-51648559985]https://www.barrons.com/a…ppens-next-51648559985[/link]
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