The Long Term Investor

Discussion in 'Investing' started by WXYZ, Oct 2, 2018.

  1. TireSmoke

    TireSmoke Well-Known Member

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    Well tomorrow is the big day. NVDA ER after hours. From just about everything posted in the media if they miss the stock will go down, if they beat the stock will go down, if they still exist the stock will go down. Not a very good outlook. So in true degenerate fashion I took advantage of this little correction and bought more! It looks like the large chunk of my retirement account wont be transferred for a few more days so I still have a large exposure to the S&P 500 in a low fee holding. Only a month and a half to find out if I have a record year or get left in the gutter.
     
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  2. WXYZ

    WXYZ Well-Known Member

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    Way to support the markets TireSmoke.

    I also bought today......AMZN, AAPL, MSFT, GOOGL, PLTR, NVDA, and COST. Of course I sold HD to do so.

    I am sure you will have a BANNER YEAR.
     
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  3. WXYZ

    WXYZ Well-Known Member

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  4. WXYZ

    WXYZ Well-Known Member

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    A PERFECT day for me today. Not a single stock in the green....ALL RED. On top of that a big loss for me today and a loss to the SP500 by....1.33%.

    Onward to NVDA day tomorrow.....oh the horror.
     
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  5. WXYZ

    WXYZ Well-Known Member

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    The CORRECTION continues.

    Bummer.
     
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  6. Smokie

    Smokie Well-Known Member

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    No, this is not the CORRECTION….we renamed this market cycle…THE PERDITION MARKET:D. And rightly so.
     
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  7. Smokie

    Smokie Well-Known Member

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    You know you are not kidding. I seen the same coverage and headlines too regarding NVDA. A big beat they are overspending, a modest beat they are slowing down….LOL. It is like it can’t win either way.

    Honestly, the coverage was so slanted and negative….that I damn near bought some shares myself.:D Seriously, it was that negative.
     
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  8. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    Day traders looking at lazy slobs like us crush their performance:

    [​IMG]
     
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  9. WXYZ

    WXYZ Well-Known Member

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    HERE is the markets today.......people do realize that August was only TWO AND A HALF months ago....right? A CLASSIC fear-mongering headline. I have to give them credit for putting this headline up there with a straight face.

    Dow closes down nearly 500 points, S&P logs its longest slide since August

    https://www.cnbc.com/2025/11/17/stock-market-today-live-updates.html
     
  10. WXYZ

    WXYZ Well-Known Member

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    THE PERDITION MARKET.....continues.

    I am hoping that all of us get release from it tomorrow.......but.....that is probably part of "MY" eternal torture. Watching earnings beat after earnings beat in my big cap stocks......and.....the markets STILL go down.

    After all how many times have we seen BIG EARNINGS from NVDA....only to see the stock go down. Seems like EVERY time.
     
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  11. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    Let's try reverse psychology:

    It's gonna TANK tomorrow after hours. YUGE drop! Like we've never seen. They're saying it'll be the biggest, most beautiful bloodbath ever.

    Thank you for your attention to this matter.

    :p
     
  12. TireSmoke

    TireSmoke Well-Known Member

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    Times are tough. Well, mama said you are the company you keep so here I am living the perdition with you all! There are some pretty good posts on risk adversity. You have to cancel out the noise and apply your own common sense. I made a sizable move with my roth account that hopefully in a couple decades I can look back on in a good light. Time will tell. Is it the bottom of this little correction or do need to capitulate after NVDA earnings this evening? Anyone placing bets?
     
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  13. rg7803

    rg7803 Well-Known Member

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    Hopefully just another bump on the road, eventually healthy, that may enable some of us to add to new/existing positions.
    Let's always look ahead, staying with focus on the horizon.....the sun will allways shine bright for us!
     
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  14. rg7803

    rg7803 Well-Known Member

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    @WXYZ
    HD performance has not been stellar for sure
    by curiosity I checked my position, opened in 2020, and reforced twice in 2023
    the global average return according yahoo finance, where i track my usa portfolio, says return less then 14%, not sure if wiith/without dividends
    the point of holding this type of stocks, same way as PG, COSTCO, WMT or KROGER, in part of your portfolio enables to "soften" a bit the fall when sharp corrections happen....and they exist!
    for now I will stick w/ HD (plus the others I listed)
     
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  15. WXYZ

    WXYZ Well-Known Member

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  16. WXYZ

    WXYZ Well-Known Member

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    YES.....we all face this every day. It takes....GUTS.

    A Decision a Day

    https://behaviouralinvestment.com/2025/11/18/a-decision-a-day/


    "What does a difficult decision look like? One where there are lots of moving parts, a constant stream of new information, plenty of emotional stimulus, and nothing to stop us reacting to it all.

    This is exactly the type of choice investors have to deal with – with one small addition. We have to make the decision over and over again........"

    See whole article for more.....I like this analysis. The life of a long term investor.
     
  17. WXYZ

    WXYZ Well-Known Member

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    In conjunction with the above....some more good advice on how to ENDURE the long term.

    Market Uncertainty Will Continue in 2026. Here’s How Investors Can Cope
    Next year will test investor discipline in ways both familiar and new.

    https://www.morningstar.com/financi...ll-continue-2026-heres-how-investors-can-cope

    There is a great chart in this article on the topic of staying in the market.....for the time period September 2024 to October 2025.

    The Importance of Staying Invested
    Ending Wealth Values After a Market Decline
    ("how investors reacting to tariff announcements earlier this year by pulling investments from the market would have missed out on strong gains later in the year.")

    The bottom line:

    "Uncertainty Is Always Part of Investing
    Uncertainty is nothing new. Humans are naturally wired to act at the wrong time."

     
  18. WXYZ

    WXYZ Well-Known Member

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    BEWARE....the media.

    Once the government economic data starts to flow again.....the media will be in full on panic and fear-mongering mode.

    I expect that this little story line will be a big factor over the rest of the year along with all the DRAMA of whether or not there will be a FED cut in December.

    ALL....nothing more than NOISE.
     
  19. WXYZ

    WXYZ Well-Known Member

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  20. WXYZ

    WXYZ Well-Known Member

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    SIMPLY STUPIDITY. This is no different than all the traditional financing of product for customers that happens every day in business...especially with BIG purchases and big products like jets.

    Well actually....it is much smarter.....acquiring ownership in the best of the best up and coming companies in tech. A great use for the cash hoard of companies like MSFT and NVDA.

    Nvidia’s $24B AI deal blitz has Wall Street asking questions about ‘murky’ circular investments

    https://finance.yahoo.com/news/nvid...out-murky-circular-investments-110039309.html

    After the usual MASSIVE fear-mongering this is buried at the bottom of the article:

    "Many analysts agree with Huang that Nvidia's big investments in AI, such as its deal with OpenAI, are smart plays in boosting the AI ecosystem.

    “I could argue that there's no better use of Nvidia's cash right now,” Bernstein analyst Stacy Rasgon told Yahoo Finance in October, speaking of its investments in its own customers."

    What is reflected in this article is simply part of the CONSOLIDATION of the AI business. It is ALSO very smart on the part of NVDA to invest in other companies and strengthen their business. As a shareholder I LOVE IT. As a business person....I LOVE It.

    A perfect example of the STUPIDITY of the arguments being pushed in the financial media right now.
     

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