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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    YEAH.....you dont see MUSK picking his businesses apart to create......"shareholder value". He is heading to the opposite.....a MUSK....conglomerate.

    The "shareholder value".....BS....does NOTHING but benefit "insiders" and executives. AND....the one-trick pony.... companies that are spun off or left over after the deals....are NEVER as financially stable or successful as the old conglomerate was.

    There is a HUGE amount of business power in having many income streams that all work together to create a stable company.

    Will Elon Musk eventually merge SpaceX with Tesla? Speculation is building

    https://www.cnbc.com/2026/05/21/wil...rge-spacex-with-tesla-speculation-builds.html
     
  3. Smokie

    Smokie Well-Known Member

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    Yeah, the media really needs to come up with a new line about all of these alleged "agreements/peace deals." What have we had, about 65 of these so far?? LOL.

    Anyway, a green end to the markets today.

    Tomorrow is TGIF and a short market week next week due to the long holiday weekend.
     
  4. Smokie

    Smokie Well-Known Member

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    Haven't posted this in a while. Of course, it is the short-term and changes pretty regularly, but the hot top ten YTD.

    TireSmoke will notice #9:D

    S&P 500 Component Year to Date Returns
    Rank Company Symbol YTD Return
    1 Sandisk Corp/DE SNDK [​IMG] 547.56%
    2 Intel Corp INTC [​IMG] 220.08%
    3 Seagate Technology Holdings PLC STX [​IMG] 195.13%
    4 Western Digital Corp WDC [​IMG] 182.70%
    5 Micron Technology Inc MU [​IMG] 165.86%
    6 Lumentum Holdings LITE [​IMG] 161.13%
    7 Ciena CIEN [​IMG] 150.78%
    8 Corning Inc GLW [​IMG] 120.43%
    9 Advanced Micro Devices Inc AMD [​IMG] 109.58%
    10 Coherent COHR [​IMG] 105.42%
     
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  5. WXYZ

    WXYZ Well-Known Member

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    A small.....MEDIUM LOSS for my stocks today. And a loss to the SP500 by my stocks of....0.93%. My winners list is short....AMZN, AAPL, and PLTR.
     
  6. WXYZ

    WXYZ Well-Known Member

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    After the past 10 or so NVDA earnings my mindset abut NVDA earnings day is....just get it over with and out of the way. It is WORTHLESS.
     
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  7. WXYZ

    WXYZ Well-Known Member

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    Markets will be closed on Monday for Memorial Day. Good....we need a break.
     
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  8. WXYZ

    WXYZ Well-Known Member

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    We start as another.....WASTED day.....post NVDA earnings.

    Dow, S&P 500, Nasdaq advance despite US-Iran uncertainty as strong earnings season wraps

    https://finance.yahoo.com/markets/l...s-strong-earnings-season-wraps-223454086.html

    LOL....."strong earnings season".....tell that to all the companies that were PUNISHED FOR NICE EARNINGS BEATS. A strong earnings season .....does not matter.....if that happens.
     
  9. WXYZ

    WXYZ Well-Known Member

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    REALLY. BUCK UP....people.

    The World Doesn’t Know You Feel Broke

    https://tonyisola.com/2026/05/the-world-doesnt-know-you-feel-broke/

    ......"Here are some fun facts for those crying over their multi-millions.

    1. You’re in the top 1.6% of all humanity with a net worth of $1 million. That is equivalent to being in the top 60 million of a global adult population of 3.8 billion.
    2. The global wealth median is $8,800. Someone with a $2 million net worth has roughly 225x the wealth of a typical adult.
    3. In most countries the top 1% has a net worth of $1 million or less.
    4. Relative Deprivation is real. Comparing yourself to US tech billionaires is a loser’s game since they make up the top 0.001% of global net worth.".....
     
  10. WXYZ

    WXYZ Well-Known Member

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    AND......the stock is DOWN....as usual. BUT....the markets are not BROKEN?

    NVIDIA's Profit Crown
    Jensen Huang just took the throne from Apple, at least in the US...

    https://spyglass.org/nvidia-profit/

    ........"$53.5B in operating profit in the just-reported Q1 fiscal 2027 is the record holder, just beating out Apple's Q1 fiscal 2026 (which yes, is their most recent holiday quarter, and technically would have lined up with NVIDIA's Q4 fiscal 2026 – again, complicated) of $50.9B.".....

    THE HIGHEST COMPANY PROFIT IN.....HISTORY. BUT.....no one cares....even the stock markets that....."SUPPOSEDLY"...operates from fundamentals and business results. WELL....at least they used to.
     
    #29510 WXYZ, May 22, 2026
    Last edited: May 22, 2026
  11. WXYZ

    WXYZ Well-Known Member

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    I am TIRED of even mentioning NVDA...but the article above was too good to not post.
     
  12. WXYZ

    WXYZ Well-Known Member

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    At least ALL the big averages are currently GREEN. BUT.....the actual percentage gains of all of them are....MILD......and tentative.
     
  13. WXYZ

    WXYZ Well-Known Member

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    LOL......the most meaningless, distorted, corrupt,...."POLL" in business. It is ridiculous that this is even a news story.

    Perhaps we should use the ACTUAL business results.....record breaking earnings....as the TRUE measure of.....consumer behavior.

    Consumer sentiment hits fresh record low in May as Iran war fuels inflation worries

    https://www.cnbc.com/2026/05/22/con...-may-as-iran-war-fuels-inflation-worries.html

    Of course the MEDIA loves this sort of BS.
     
  14. WXYZ

    WXYZ Well-Known Member

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    The reality today.....NOTHING....actually happening of any importance.
     
  15. WXYZ

    WXYZ Well-Known Member

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    The LOSS in NVDA since May 14.....(-8.25%). AND.....down by $10 a share.....since the close just prior to earnings being reported. That is......DOWN BY TEN DOLLARS..... since the open yesterday.

    Dont tell me this is just short term and does not matter....that the long term is what matters. This short term CRAP in the markets is a HUGE DRAG....on even the long term. The current DOWN price...becomes the starting point......in a hole....as we progress into the medium and long term.

    If the markets were NOT BROKEN....we would be starting from here at least......$10 to $20.....or more.......higher. The LOWER starting point has a HUGE impact over the longer term.
     
  16. WXYZ

    WXYZ Well-Known Member

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    The...CHIP-MAKERS....on fire today.....mostly.

    Qualcomm........+13%......$27.49.

    ARM.................+5%.....$14,78.

    NXP Semi.........+3.7%.....$10.98.

    ADVCD Micro....+4%.....$18.23.

    Marvell..............+3.3%.....$6.30.

    At least....someone....is benefiting from the NVDA earnings.
     
  17. Smokie

    Smokie Well-Known Member

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    Sorry, but I have to:D.

    My point. I think we have to be cognizant of younger or maybe even newer investors. If the long-term does not matter, then there would really be no need to continue to develop and hold a long-term plan. Time tends to smooth the short term out.

    There are so many different companies and each sometimes has its own behavior. There are those with great volatility, some are slow, steady growers, and obviously some are just trash. Not everything is or turns out to be great. I'm not talking about NVDA, but in general overall terms.

    The gains over the long-term have been nothing short of magnificent. Sure, there are times when it is not fun and can be very trying to an investor. Time wins out in the long-term. Now, not every company is a winner as we all know, but in general the chart goes up.

    I'm not trying to be argumentative or disrespectful. The long-term investment plan is still the way to go. Yes, the short term is going to be unreasonable, volatile, and somewhat meaningless.

    [​IMG]
     
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  18. Smokie

    Smokie Well-Known Member

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    Here is a long-term return chart for the SP500. Looks pretty good to me. Some great returns on your investments. Some nasty times too.

    S&P 500 Total Returns by Year
    Year Total Return
    2026 9.27%
    2025 17.88%
    2024 25.02%
    2023 26.29%
    2022 -18.11%
    2021 28.71%
    2020 18.40%
    2019 31.49%
    2018 -4.38%
    2017 21.83%
    2016 11.96%
    2015 1.38%
    2014 13.69%
    2013 32.39%
    2012 16.00%
    2011 2.11%
    2010 15.06%
    2009 26.46%
    2008 -37.00%
    2007 5.49%
    2006 15.79%
    2005 4.91%
    2004 10.88%
    2003 28.68%
    2002 -22.10%
    2001 -11.89%
    2000 -9.10%
    1999 21.04%
    1998 28.58%
    1997 33.36%
    1996 22.96%
    1995 37.58%
    1994 1.32%
     
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  19. TomB16

    TomB16 Well-Known Member

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    WXYZ and I are hyper trading crypto. We have to get rich quick because we couldn't be bothered with the inconvenience of getting rich slowly.
     
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  20. Smokie

    Smokie Well-Known Member

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    And once we came out of the nasty 2008....well, it has been a pretty good run.

    [​IMG]
     
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