The Long Term Investor

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

  1. WXYZ

    WXYZ Well-Known Member

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    YES...it is very WILD so far this year. Way beyond what the averages say with their small loss year to date. this is why I still say we are in a correction. ALTHOUGH.....we may have hit bottom at the end of last week....that is my prediction.

    The stock market looks wild under the surface

    https://www.axios.com/2026/03/16/ai-iran-war-stocks
     
  2. WXYZ

    WXYZ Well-Known Member

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    The BIG TECH companies are putting up MASSIVE news lately....with HUGE future projections. At the same time they are DIRT CHEAP. At some point the markets will have to take notice....if they are not IRRETRIEVABLY BROKEN.

    Amazon CEO sees AI doubling prior AWS sales projections to $600 billion by 2036

    https://finance.yahoo.com/news/exclusive-amazon-ceo-sees-ai-184824914.html
     
  3. WXYZ

    WXYZ Well-Known Member

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  4. WXYZ

    WXYZ Well-Known Member

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    I hate these days that just....fade, fade, fade....as the day goes on. I had a small gain today.....but I got beat by the SP500 by....0.01%.
     
  5. WXYZ

    WXYZ Well-Known Member

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    Lots of money on the move.

    "Long-term US funds had another superb month in February, bringing in over $150 billion, second only to March 2021 in the past 15 years. The past three months of inflows have been the largest since March 2021, with taxable-bond funds continuing to lead the charge."

    6 Charts on Near-Record US Fund Flows in February

    https://www.morningstar.com/funds/6-charts-near-record-us-fund-flows-february
     
  6. WXYZ

    WXYZ Well-Known Member

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    A typical down open after a couple of UP days. Lately we have seen this same trend over the past few weeks....a couple of good days to open the week and than either weakness or a fade to close out the week.
     
  7. WXYZ

    WXYZ Well-Known Member

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  8. WXYZ

    WXYZ Well-Known Member

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    I agree that the markets are now moving on....although they will continue to be very sensitive to any news releases.

    Investors Are Wondering If Stocks Have Seen the Worst of the War

    https://finance.yahoo.com/news/investors-wondering-stocks-seen-worst-111425939.html

    "It’s been a volatile stretch for US equities as Wall Street tries to wrap its arms around the war in Iran. But with the fighting now in its third week, investors are becoming more sanguine about the stock market as signs emerge that the worst may be over."
     
  9. WXYZ

    WXYZ Well-Known Member

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    With a RED open for all the big averages....I am being helped by the fact that MVDA and PLTR are both currently GREEN.

    It is a typical meaningless short term day with the markets focused on....non-business specific items. ALL of my individual companies are still.....BOOMING...in terms of business and earnings.
     
  10. WXYZ

    WXYZ Well-Known Member

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    As usual lately...two steps forward......and now two steps back. Every stock in the red with ten minutes to go today.
     
  11. WXYZ

    WXYZ Well-Known Member

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  12. TireSmoke

    TireSmoke Well-Known Member

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    Where there is nothing we can do I guess we will sit back and do nothing. Really putting the loooooooongggg in long term investor. I guess we will forgo the wild office parties, impaired helicopter rides and having to come home to Margot Robbie for another time...
     
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  13. WXYZ

    WXYZ Well-Known Member

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    Total RED for me today in my seven stocks. A big loss for me. BUT.........YEA.....I beat the SP500 today by....0.01%. Take that SP500.
     
  14. WXYZ

    WXYZ Well-Known Member

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  15. WXYZ

    WXYZ Well-Known Member

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    I totally agree.

    11 Reasons Sentiment Says To Remain Bullish

    https://www.carsongroup.com/insights/blog/11-reasons-sentiment-says-to-remain-bullish/

    AND....I still say....I dont care about definitions.....we are in a CORRECTION. AND....there is no indication that things are going to change anytime soon. BUT....being in a correction and being BULLISH on the markets.....perfectly logical. We continue to be in a HUGE long term buying opportunity.

    AND.....there is no way to predict when the markets will suddenly wake up and make a big move up.
     
  16. WXYZ

    WXYZ Well-Known Member

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  17. WXYZ

    WXYZ Well-Known Member

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  18. WXYZ

    WXYZ Well-Known Member

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    I dont own this stock but this is a perfect example of a totally RIDICULOUS example of a big earnings blowout being totally ignored in the markets.

    Micron falls 5% after blowout earnings. CEO says it can supply only a fraction of key customer needs

    https://www.cnbc.com/2026/03/19/micron-falls-blockbuster-earnings-chips-ai.html

    As i have said before....I have NEVER in over 55 years of investing....seen the markets act like this with great earnings until the last 5 or so years.

    This company now trades at a FORWARD PE of about......."SEVEN"........SHOCKINGLY INSANE.
     
  19. WXYZ

    WXYZ Well-Known Member

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    The markets continue to be hammered by a massive amount of NOISE regarding Iran. There is nothing anyone can do.

    Add in the fact that the greatest big cap companies in the world are being totally disrespected as though they were risky start-ups.......and....earnings no longer matter......and there is nothing anyone can do.

    Key word being....NOTHING. so...I will do....NOTHING.
     
  20. WXYZ

    WXYZ Well-Known Member

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