I STILL consider COST stock one of the greatest long term holds. BUT....recent performance is MUTED compared to their EPIC earnings time after time. They have truly GREAT MANAGEMENT....but they are tone-deaf on splitting the stock. I put.....ALL....the recent lingering performance on the failure to do a split and the high stock price. 1 day..........(-0.70%) 5 day.........(-0.83%) 1 month.....(-7.36%) 6 month.....+7.61% YTD...........+7.61% 1 year.........+13.93%
I had followed the tariff deal pretty closely. I even created a thread about it.... Quite honestly, I gave up doing any updates to it for a few reasons. There was just too much lack of consistency....(we have one....we don't have one....it's on/off....and then back to something else.) The other reason, was the actual understanding of how a tariff works. They seem to totally not get the concept of "importer vs exporter" in the way they frame these announcements. As evidenced by the above announcement. I'm not sure they really don't understand or if it just sounds better to frame it that way. Even most of our posters within the thread have a basic concept of how they work. All that said, I am not against getting some better trade balance. Maybe some of them will be beneficial in the right way and hopefully so. Other than that, I just kind of shake my head at all of it anymore and the announcements about how they "believe" it will work.
I think the last info I seen about it they were holding firm on not doing so, but that was a while back. Maybe during their last earnings Q/A. Seems they were asked about it and offered a....nope. That could change though.
Yes, the obsession with the FED and rate cuts appear to continue. Can you imagine a time when we will no longer hear of this? It has been a long time. Especially when you go back to when they were raising them up until now. Of course, as with most things now, it gets into politics somewhat. I figure we are due some cuts in the near future maybe. Although, I really don't care one way or another if it is the next meeting or somewhere down the road. With the surrounding drama, it just puts more emphasis on all of the plentiful economic reports and gives the media more juice to squeeze. Most of which are revised and/or changed from whatever was mentioned previously. Sometimes we have too much information at our fingertips. Most of it we could live without and have little bearing on the long term.
Some interesting charts. #1. ATH's are always a topic. Just stick to the plan. #2. We've talked a bit about international having a good year....so far. #3. Take advantage of employer plans and contribute. Get the match too.
Yes....Smokie...I was an attentive reader of your Tariff thread. At this point Tariffs are not very relevant one way or another.
Today I got a good gain in my nine stocks. Compliments of only four of them....NVDA, PLTR, AAPL,.....and...GOOGL. I also got in a good beat on the SP500 by....0.87%. So i made back a good chunk of what I lost yesterday in my account.....not that day to day matters at all.
They do not give YTD results in here. AND....many on this board had just as good if not better results in June. I suspect that many of us on this board are.....BEATING....these so called....."STAR PERFORMERS". Biggest Hedge Funds Extend Gains In Chaotic First Half https://finance.yahoo.com/news/bigg...NjkhKeeD921JNsfT7Iwaj_I5aN1VhcSltGk41SkL6KN6I MY COMMENT I see elsewhere that STAR MANAGER.....Ken Griffith....in one of his primary funds.....Wellington fund..... is up by only +2.5% through the end of June. Some of us...myself included are well above that number. LOL "Citadel’s multistrategy Wellington fund, its largest, gained 2.5% during the first half of the year, according to a person familiar with the firm’s returns who asked to remain anonymous as the information is private. Citadel’s tactical trading fund, which combines equities and quantitative strategies, rose 6.1% during the same time, the person said." https://www.cnbc.com/2025/07/01/bil...at-citadel-are-all-in-the-green-for-2025.html AND....we are simple retail investors that sit and dont do anything....including pay BIG FEES to some Hedge fund.
ARE WE HAVING FUN YET? I know I am......I am in CELEBRATION MODE. A banner start to the final half of 2026......since as of the close today my YTD GAIN is sitting at....+9.46%. Lets see if I can hang on through tomorrow to close out the week. Another ALL TIME HIGH for the SP500 today. S&P 500 closes at another record on Wednesday after Trump announces Vietnam-U.S. deal https://www.cnbc.com/2025/07/01/stock-market-today-live-updates.html
LOL. I have heard and read a few predictions....but you are way ahead. Although, I am an optimist too....2026 looks good too!
I got some good news today. NO....not stock investing.....but....ART. I am always trying to get good PR for the art that we own. One way to do that is by having paintings included in museum exhibitions. Today I found out that one of our paintings from the 1920's has been accepted to appear in a museum exhibition to start in the spring of 2026. Unfortunately that painting is one that hangs on the wall of my office. I will miss having it here for about 3 months. But....that is a price I am willing to pay for the public exposure. The other good art news we got today is that a Western Sculpture we recently bought has shipped and will arrive this week. NICE.
