The Long Term Investor

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

  1. WXYZ

    WXYZ Well-Known Member

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  2. WXYZ

    WXYZ Well-Known Member

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  3. WXYZ

    WXYZ Well-Known Member

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    Lori Myers and Smokie like this.
  4. WXYZ

    WXYZ Well-Known Member

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    The real question here is.....how in the world did someone this DUMB get enough money to own a Rolls-Royce Ghost? This is a ridiculously FAKE bear suit.......and....obviously NOT a real bear.

    Suspects convicted for insurance fraud after staging costume bear attacks in luxury vehicles caught on camera
    California biologist reviewed video and concluded the animal shown was 'clearly a human in a bear suit'

    https://www.foxbusiness.com/fox-new...me-bear-attacks-luxury-vehicles-caught-camera
     
  5. WXYZ

    WXYZ Well-Known Member

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    OK....I looked at my stocks.....five of seven are GREEN and two are RED....NVDA, slightly, and AAPL.

    A good start to the day....but what counts is....the close and it is a long way off.
     
  6. WXYZ

    WXYZ Well-Known Member

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    EARNINGS so far....KILLER. BUT....only 10% reporting so far. personally....I expect another GREAT earnings season.

    EARNINGS INSIGHT

    https://advantage.factset.com/hubfs...k/Earnings Insight/EarningsInsight_041726.pdf

    DATA TO DATE:

    Ten percent of the S&P 500 companies have reported., 88% reported a positive EPS surprise......84% reported a positive revenue surprise.

    • Earnings growth is 13.2%. If we can hold at this rate it will be the 6th quarter in a row of double digit growth.

    • Forward P/E ratio for the S&P 500 is 20.9. Above the 5-year average of 19.9. the ten year average is 18.9.
     
  7. WXYZ

    WXYZ Well-Known Member

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    I mentioned the mid-morning FADE above....we are now there. The DOW and the SP500 and the NASDAQ are now ALL RED. BUMMER.

    I dont see any particular news....I suspect is is just the typical RETAIL INVESTOR BUMP at the open.....and now.....the speculators, traders, AI platforms and of course the market manipulators....taking control. Headlines, headlines, and headlines.
     
  8. WXYZ

    WXYZ Well-Known Member

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    My seven stocks are still the same.....in spite of the big averages going RED.....for a while. We are now MIXED with the DOW and SP500 RED and the NASDAQ GREEN.

    NOTHING going to happen today of any real interest....it will be a NEWS driven day....if there is any. If there is NONE it "might" end up being a default GREEN day by the close.
     
  9. TomB16

    TomB16 Well-Known Member

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    Quick nVidia update.

    There is currently some bad articles about nVidia warranty problems. This is bad information, built on a mental fart from one guy who is a moron. The echo chamber can make things look real. I fell for it and credible sources have been talking about it.

    My understanding is: nVidia is under slightly elevated RMA conditions but not 1000x, as is starting to bounce around the echo chamber we pretend is actual news.

    So, feel free to hold and be reassured or sell then buy back when the sky is falling and enjoy a nice gain when it is revealed the sky hasn't moved a single inch.
     
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  10. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    Figures as much. As much as I hate that power connector (and I am sure the rate of failure associated with it is higher), and I am sure them being the absolute cutting edge with huge, complicated packaging techniques, I could not see how this number was derived. It was just too high, and there would be testimonials everywhere.

    I was not going to do anything with my position anyway, so this is just one blip that I do not even have to read about.
     
  11. roadtonowhere08

    roadtonowhere08 Well-Known Member

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    Love your AMD updates.

    I am also amused by Tech Jesus being blacklisted by them for being... a reporter. Long winded and self righteous, but a good reporter nonetheless. AMD, being on top CPU-wise for a good while, is starting to act a bit like Intel and Nvidia.

     
    #28991 roadtonowhere08, Apr 21, 2026
    Last edited: Apr 21, 2026
  12. Smokie

    Smokie Well-Known Member

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    Man, these Jesus impersonations must be a thing now.:D
     
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  13. WXYZ

    WXYZ Well-Known Member

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    I am starting out with a BIG gain today. As usual....it is early in the day and we will have to avoid the mid-morning and late afternoon....FADES. Of course my single RED stock is....COST.
     
  14. WXYZ

    WXYZ Well-Known Member

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  15. WXYZ

    WXYZ Well-Known Member

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    YEAH....except I dont believe the "CONSUMER GLOOM" is real. What is real....spending and actual consumer behavior...tells a different story.

    Wall Street’s Bullish Stocks View Contrasts With Consumer Gloom

    https://finance.yahoo.com/markets/stocks/articles/wall-street-bullish-stocks-view-112800536.html

    Sentiment measures are NOT accurate in the slightest. They are simply a reflection of the MEDIA coverage. ACTUAL consumer behavior is very different......and....EVERYONE in the media and financial world knows this.
     
  16. WXYZ

    WXYZ Well-Known Member

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  17. WXYZ

    WXYZ Well-Known Member

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    A very BORING today in terms of market or other news. NOTHING going on and that is what the market likes so fat today. So.....I will move on and see how we are doing later.
     
  18. WXYZ

    WXYZ Well-Known Member

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    I did notice this. NO....the vast majority of these ETF's will NEVER beat the passive Indexes.

    What are active ETFs and how are they reshaping how Americans invest?
    Passive ETFs still hold over $8T in total net assets, but active funds are gaining ground

    https://www.foxbusiness.com/markets/what-active-etfs-how-reshaping-how-americans-invest

    I say the below is nothing but....FANTASY and WISHFUL THINKING. OR.....sales pitch.

    ......""You're getting flexibility to navigate volatile markets, potential tax efficiency, and in many cases a real shot at outperforming the index instead of just riding a mutual fund.""......

    NO....you are not. This is DELUSIONAL.

    ......"actively managed ETFs aim to outperform a given benchmark by having the portfolio manager adjust the investments within the ETF based on research or strategies they're utilizing.".....

    MORE FANTASY.....in my opinion.

    AND...on top of everything else......I have no doubt that you will pay a HIGHER fee for the privileged of under-performing the big passive indexes.
     
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  19. Smokie

    Smokie Well-Known Member

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    Yeah, I don't buy in too much to the "consumer gloom" or periodic surveys mentioned here and on the financial news.

    Many have enjoyed favorable markets and portfolios for an extended period along with wage increases outpacing inflation and so on. The savings and portfolio growth have climbed as a result.

    Seems our fly in the ointment at this point is the obvious Middle East conflict/war. I'm referring to oil, gas, and other items that could translate into an issue even further down the road. Of course, who knows what that may look like or if it will even turn into a worse case scenario.

    I watched a decent program the other day with some energy folks discussing the many different aspects. You know, people that actually understand the industry. They spoke about supply, demand, shipping and all of those things. To no surprise, the longer things stay locked up and at an impasse the more potential it will trickle into other things. Non-stability is not a good thing in the long run either. Costs get passed on at some point and places have to get resources.

    We see the short-term effect right now with the instability and the long-term is still up in the air.
     
  20. Smokie

    Smokie Well-Known Member

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    Amen. They seem to never add (deduct) this into their sales pitch. Read the fine print and ask many, many questions.
     

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