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JParm · 9 June 2020, 10:03 PM

Quote:

Originally Posted by Dusko.Popov

Thanks. I’m considering averaging up. I should have went heavier when it was vtiq. But I played it speculatively and I waited until the merger was official but before it started trading under nkla (last Thursday). Never did the reverse merger thing so I tip-toed into it.

Anyway, I’ll probably dip my toes in Cnhi. Lots to like about it I think.

This morning there seems to be a pullback. Glad I have some money on the sidelines.

Im trying to focus on my dividend portfolio now - but with good values. Looking at Coca Cola. Any recommendations you have to add to my dividend portfolio that may still be a value proposition?

I agree with Coca Cola. VZ and CSCO are also good bets, as well as PSX, RTX and maybe even BUD.

One company that still has a lot of room to run and pays a dividend is VIAC. With sports coming back, it should continue to streak. Q1 earnings were excellent and surprised everyone, and it continues to grow its streaming arm. Not a huge dividend, but there is growth there.

The banks also provide a fair amount of value at the moment and have decent dividends. I'm in C and JPM.

And here's a dividend article from Motley Fool today:

https://www.fool.com/investing/2020/...etirement.aspx

Dusko.Popov · 9 June 2020, 10:51 PM

Quote:

Originally Posted by jpeezy14@hotmail.com

I agree with Coca Cola. VZ and CSCO are also good bets, as well as PSX, RTX and maybe even BUD.

One company that still has a lot of room to run and pays a dividend is VIAC. With sports coming back, it should continue to streak. Q1 earnings were excellent and surprised everyone, and it continues to grow its streaming arm. Not a huge dividend, but there is growth there.

The banks also provide a fair amount of value at the moment and have decent dividends. I'm in C and JPM.

And here's a dividend article from Motley Fool today:

https://www.fool.com/investing/2020/...etirement.aspx

Appreciate the info and article. Gonna dd viac and c. Good info! Thanks!

beshannon · 9 June 2020, 11:48 PM

Long article, dividend scoring system

https://seekingalpha.com/article/435...-growth-stocks

JParm · 10 June 2020, 12:08 AM

Possible rotation away from travel stocks and everything else non-tech that has gone up recently into the tech stocks.

Airlines getting hammered.

beshannon · 10 June 2020, 12:13 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

Possible rotation away from travel stocks and everything else non-tech that has gone up recently into the tech stocks.

Airlines getting hammered.

All momentum trade and short covering, not investing just speculation

Too much froth like this for me, I am steering clear at the moment, we have run too far too fast. Robinhood is listing all of the retail crowded trades, airlines and travel and bankrupt stocks . . .

JParm · 10 June 2020, 12:15 AM

Quote:

Originally Posted by beshannon

All momentum trade and short covering, not investing just speculation

Too much froth like this for me, I am steering clear at the moment, we have run too far too fast. Robinhood is listing all of the retail crowded trades, airlines and travel and bankrupt stocks . . .

Tons of speculating out there at the moment.

I cannot believe what's happening with the companies going bankrupt and their stocks. Same thing with LK.

https://www.cnbc.com/2020/06/09/the-...-bankrupt.html

logo · 10 June 2020, 12:33 AM

Quote:

Originally Posted by beshannon

All momentum trade and short covering, not investing just speculation

Too much froth like this for me, I am steering clear at the moment, we have run too far too fast. Robinhood is listing all of the retail crowded trades, airlines and travel and bankrupt stocks . . .

Looking to spot deals today, but with the huge run up this pull back only gives back one or two days of share price, so nothing super appealing yet. A few on my curiosities list to keep an eye on, including LULU post earnings this week.

beshannon · 10 June 2020, 12:36 AM

Quote:

Originally Posted by logo

Looking to spot deals today, but with the huge run up this pull back only gives back one or two days of share price, so nothing super appealing yet. A few on my curiosities list to keep an eye on, including LULU post earnings this week.

I am always looking but after 6 up days we need some sell off to cool things.

What was being bought yesterday is usually indicative of tops at least in the short term

logo · 10 June 2020, 12:36 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

Tons of speculating out there at the moment.

I cannot believe what's happening with the companies going bankrupt and their stocks. Same thing with LK.

https://www.cnbc.com/2020/06/09/the-...-bankrupt.html

Yes crazy. Can’t imagine putting good money into junk all for the hopes of maybe getting some return before it tanks or gets pulled - there are casinos for that kind of risk, probably with better odds!

logo · 10 June 2020, 02:57 AM

AMZN going strong today on the price target adjustment. Worth adding here to ride the news train or hold out for a dip below 2500?

calh22a · 10 June 2020, 03:34 AM

Anyone speculating in some of the SPACs such as FMCI and OPES?

beshannon · 10 June 2020, 03:38 AM

Quote:

Originally Posted by calh22a

Anyone speculating in some of the SPACs such as FMCI and OPES?

No

JParm · 10 June 2020, 03:47 AM

Quote:

Originally Posted by logo

AMZN going strong today on the price target adjustment. Worth adding here to ride the news train or hold out for a dip below 2500?

I added to my positions in AMZN and MSFT yesterday morning - I'm not so sure that I would do that today with Amazon.

beshannon · 10 June 2020, 04:18 AM

Quote:

Originally Posted by logo

AMZN going strong today on the price target adjustment. Worth adding here to ride the news train or hold out for a dip below 2500?

Quote:

Originally Posted by jpeezy14@hotmail.com

I added to my positions in AMZN and MSFT yesterday morning - I'm not so sure that I would do that today with Amazon.

Price targets have been raised for AMZN, personally I am holding what I have and would not chase.

I would not be surprised to see it come back down but this stock can be volatile

logo · 10 June 2020, 04:29 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

I added to my positions in AMZN and MSFT yesterday morning - I'm not so sure that I would do that today with Amazon.

Quote:

Originally Posted by beshannon

Price targets have been raised for AMZN, personally I am holding what I have and would not chase.

I would not be surprised to see it come back down but this stock can be volatile

Agree with you both, thanks for the feedback. I added to MSFT last week and happy to see the rise today.

AMZN is just so expensive per share as well; contemplating the options play here for long term to stretch my dollar further, but I’ll sit on that idea for a bit and contemplate.

CoveWatch · 10 June 2020, 04:36 AM

Quote:

Originally Posted by calh22a

Anyone speculating in some of the SPACs such as FMCI and OPES?

Still new to Spac's but been watching and buying here and there FMCI ARYA and MFAC... VTIQ and DEAC made out pretty well so I am hoping these do the same for me (altho i dont own NKLA anymore because I think its too much hype and will deflate so I took my profits.. still holding DKNG because I think they will be very popular)

For some reason I love FMCI's LOI for the plant food based but price is getting further up and even the warrants have become pretty pricey. Of course none of this is guaranteed but I do believe they have a backstop at $10.

beshannon · 10 June 2020, 09:04 PM

Other than the Fed not much news so far, increasing signs of a top forming

https://www.bloomberg.com/news/newsl...?sref=Hny5JH2p

Quote:

Tuesday's regular session was really one of indecision. There was a clear reversal of some very recent trends. The Tech sector re-established some leadership, as did internet type names. Cyclicals, or growth reliant stocks, struggled. Bond traders bought the long end of the U.S. Treasury yield curve. Crude has come in a bit and then traded sideways.

https://realmoney.thestreet.com/inve...ughts-15344564

JParm · 10 June 2020, 10:05 PM

Quote:

Originally Posted by beshannon

https://realmoney.thestreet.com/inve...ughts-15344564

Cannot go wrong owning big tech during this time. Heaviest part of our portfolio is AMZN, GOOGL, FB and MSFT.

https://www.cnbc.com/2020/06/10/5-th...ne-10-2020.htm

On the one hand, we've got a spike in cases across 20 states. On the other hand, Vegas casinos are seeing a larger demand than initially anticipated and are opening up more hotels sooner than initially planned. MGM and others look to shoot today.

As has been the case with the rally, good news with maybe even worse foreboding news that many seem to disregard. Very difficult time to navigate the waters.

beshannon · 11 June 2020, 02:12 AM

Traders waiting for the Fed and speculators getting slaughtered in the high flying bankrupt names . . .

Fleetlord · 11 June 2020, 03:03 AM

Quote:

Originally Posted by jpeezy14@hotmail.com

Cannot go wrong owning big tech during this time. Heaviest part of our portfolio is AMZN, GOOGL, FB and MSFT.

https://www.cnbc.com/2020/06/10/5-th...ne-10-2020.htm

On the one hand, we've got a spike in cases across 20 states. On the other hand, Vegas casinos are seeing a larger demand than initially anticipated and are opening up more hotels sooner than initially planned. MGM and others look to shoot today.

As has been the case with the rally, good news with maybe even worse foreboding news that many seem to disregard. Very difficult time to navigate the waters.

Agreed. The general public are pretty much done with Covid. At this point even it was deadly as the Andromada Strain, few would care enough to stop consumerism.

I wish I bought more Apple

KrismanX · 11 June 2020, 04:01 AM

Really glad I added some extra Tesla stock at the slump! Also bought some Zoom just after stay at home began for shits n giggles, which actually turned out surprisingly awesome.

My weed stocks poo’d up my portfolio really badly but those two choices have brought me back to black!

beshannon · 11 June 2020, 04:07 AM

Fed says no rate increases through 2022 and stocks take off

Not really sure what this does to fair value but I am not buying anything here, tech is really moving and I am holding onto my positions

JParm · 11 June 2020, 04:10 AM

Quote:

Originally Posted by beshannon

Fed says no rate increases through 2022 and stocks take off

Not really sure what this does to fair value but I am not buying anything here, tech is really moving and I am holding onto my positions

Agree. Market takes it as good news, which I'm not going to complain about.

Also not buying at the moment.

m j b · 11 June 2020, 04:17 AM

Silly stock market. Rationality has flown out the window.

logo · 11 June 2020, 04:22 AM

Quote:

Originally Posted by beshannon

Fed says no rate increases through 2022 and stocks take off

Not really sure what this does to fair value but I am not buying anything here, tech is really moving and I am holding onto my positions

Not sure how today’s events at the Fed suddenly drive a big trade swing to be honest. It’s basically what has already been anticipated, and Fed further reiterated recession and added that tremendous risk to the economy still exists. To me, I’m not sure how that translates into a huge buy signal for select FOMO stocks that still face big challenges.

beshannon · 11 June 2020, 04:25 AM

Quote:

Originally Posted by logo

Not sure how today’s events at the Fed suddenly drive a big trade swing to be honest. It’s basically what has already been anticipated, and Fed further reiterated recession and added that tremendous risk to the economy still exists. To me, I’m not sure how that translates into a huge buy signal for select FOMO stocks that still face big challenges.

Other than short covering or algo driven buy programs I am not sure either.

logo · 11 June 2020, 05:59 AM

Quote:

Originally Posted by beshannon

Other than short covering or algo driven buy programs I am not sure either.

Looks like our logic wins the day - huge dumping end of day for the FOMO stocks.

jltait · 11 June 2020, 12:04 PM

With many casinos closed people need to gamble somewhere. I’m fine riding this market’s trend, until it ends.

jaisonline · 11 June 2020, 07:58 PM

Quote:

Originally Posted by Fleetlord

Agreed. The general public are pretty much done with Covid. At this point even it was deadly as the Andromada Strain, few would care enough to stop consumerism.

I wish I bought more Apple

Same here. Wish I picked up more AAPL & forgot a few others . I did buy eBay twice so that has been good also. AAL took a while to take off but that's landing fast.

With a spouse in the medical field & my job in pharma, our prospective is different about COVID than many. Death was seen often (mostly elderly & people w/ existing issues) but times were improving noticeable until 1-2 weeks ago. Then add 1-2 weeks of protesting. currently, hospital admissions have been increasing for 1 week in our region and asymptomatic people coming in for checkups and procedures are testing positive. It is spreading kinda fast again. It's a tricky beast as 90 people can be fine, 5 get really sick and 5 die. No rhyme or reason.

Now, I have no idea if it will even get the general public's attention but the market Is starting to notice for recreational industries / sectors. I do wonder if DIS will rethink opening next month Or after their opening plans. No idea but that is a Greta litmus.

It seems logical is bear down again on some sectors and ride the others that can ride out another possible wave, or set some stop orders to lock in profits and ride out XYZ duration to find value easy again like March & April, or just hold long term.

Def a tough call.

beshannon · 11 June 2020, 08:47 PM

Quote:

Originally Posted by logo

Looks like our logic wins the day - huge dumping end of day for the FOMO stocks.

Fed bump was a huge head fake

https://www.thestreet.com/markets/5-...hursday-061120

Futures down -562 at 7:00

Clear sign of a top

Interesting chart for technicians

9 June 2020, 11:48 PM	#3063
beshannon "TRF" Member Join Date: Jun 2009 Real Name: Brian Location: Northern Virginia Watch: One of Not Many Posts: 17,892	Long article, dividend scoring system https://seekingalpha.com/article/435...-growth-stocks __________________ Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Glashutte Senator Exellence, Rolex 116710 GMT Master II BLNR, Breitling Superocean Steelfish, JLC Atmos Transparent

10 June 2020, 12:08 AM	#3064
JParm 2024 ROLEX DATEJUST41 Pledge Member Join Date: Aug 2010 Location: NorCal Watch: Yes! Posts: 6,557	Possible rotation away from travel stocks and everything else non-tech that has gone up recently into the tech stocks. Airlines getting hammered. __________________

11 June 2020, 02:12 AM	#3079
beshannon "TRF" Member Join Date: Jun 2009 Real Name: Brian Location: Northern Virginia Watch: One of Not Many Posts: 17,892	Traders waiting for the Fed and speculators getting slaughtered in the high flying bankrupt names . . . __________________ Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Glashutte Senator Exellence, Rolex 116710 GMT Master II BLNR, Breitling Superocean Steelfish, JLC Atmos Transparent

11 June 2020, 04:01 AM	#3081
KrismanX "TRF" Member Join Date: Nov 2014 Real Name: Kristofer Location: Los Angeles, CA Watch: my feet. Posts: 2,364	Really glad I added some extra Tesla stock at the slump! Also bought some Zoom just after stay at home began for shits n giggles, which actually turned out surprisingly awesome. My weed stocks poo’d up my portfolio really badly but those two choices have brought me back to black! __________________ No sticker left behind. "Better three hours too soon, than a minute too late." "All we have to do is decide what to do with the time that is given to us." ref. 116520 Daytona - 10/2014

11 June 2020, 04:07 AM	#3082
beshannon "TRF" Member Join Date: Jun 2009 Real Name: Brian Location: Northern Virginia Watch: One of Not Many Posts: 17,892	Fed says no rate increases through 2022 and stocks take off Not really sure what this does to fair value but I am not buying anything here, tech is really moving and I am holding onto my positions __________________ Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Glashutte Senator Exellence, Rolex 116710 GMT Master II BLNR, Breitling Superocean Steelfish, JLC Atmos Transparent

10 June 2020, 02:57 AM	#3070
logo "TRF" Member Join Date: Jan 2019 Location: North America Posts: 2,306	AMZN going strong today on the price target adjustment. Worth adding here to ride the news train or hold out for a dip below 2500?

10 June 2020, 03:34 AM	#3071
calh22a Banned Join Date: Sep 2018 Location: California Posts: 802	Anyone speculating in some of the SPACs such as FMCI and OPES?

11 June 2020, 04:17 AM	#3084
m j b "TRF" Member Join Date: Mar 2011 Real Name: Michael Location: RTP, NC, USA Watch: ♕& Ω Posts: 5,116	Silly stock market. Rationality has flown out the window. __________________ Enjoy life - it has an expiration date. Disclaimer: Please note that the avatar is not an accurate representation of how I look. The camera adds 10 pounds...

11 June 2020, 12:04 PM	#3088
jltait "TRF" Member Join Date: May 2018 Real Name: Jared Location: Westchestah Watch: 116200 Posts: 814	With many casinos closed people need to gamble somewhere. I’m fine riding this market’s trend, until it ends.

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