The Long Term Investor

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

  1. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
    A nice....calm, quiet, day in the markets. DRIFTING further into the green in the averages so far.

    In reality....NOTHING going on today. I like it.
     
  2. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
    No day is a bad day when I make money in the markets. I had a big....small gain today in my stocks. I had only two RED stocks today.....PLTR and MSFT. I also beat the SP500 by....0.06%.

    An "ok" start to the week.
     
  3. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  4. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
    Seems like a good way to find out the truth. Too bad the news organizations dont do "stuff" like this.

    Upstart Wall Street research firm says it sent an analyst to Strait of Hormuz. Here’s what they learned

    https://www.cnbc.com/2026/04/06/wal...rait-of-hormuz-heres-what-they-found-out.html

    “Tankers passing through four or five a day, completely dark on AIS. The volume, they said, is higher than what the data suggests, and it’s been accelerating in the past couple days through the Qeshm channel,” Citrini’s post said."
     
  5. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  6. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    4,904
    Likes Received:
    3,084
    I'm not generally someone to spike the ball but Samsung just reported YoY profit increase of 755%. The weird thing is, they have a lot of clean air in which to run and they are absolutely nailing it with their chip fabrication and the world beating technology they have developed for 2nm that has doubled the speed of output over fabs using ASML gear.

    Countless people who wrongly consider themselves knowledgeable are nonplussed and caught off guard by the massive gains from a non-nVidia/TSMC company.

    It's no joke when I write that I'm considering switching to short term investing. Long term investing is a belief that economies will grow and carry a representative assortment of companies across all sectors with them. It has been this way forever. I'm not confident it will continue on the short or even medium term. The S&P 500 will probably be higher next year but I don't know that. Long term is something I no longer concern myself with, due to the constraints of mortality.
     
    #28766 TomB16, Apr 7, 2026
    Last edited: Apr 7, 2026
    Strathmore and WXYZ like this.
  7. TomB16

    TomB16 Well-Known Member

    Joined:
    Jun 22, 2018
    Messages:
    4,904
    Likes Received:
    3,084
    FWIW, I recently hit a couple of bond IPOs pretty hard. One is producing at 5.1% and the other 5.6%. Both were issued by power generation projects and both have PPAs with companies I trust.

    I'm happy with those yields.

    Both of the bond series have appreciated significantly on the spot market. I have no plans to sell before maturity but you never know. If interest rates go up, the value of my bonds will go down. This is not a speculative play. It's a long term position for parked money.

    My risk tolerance is going down, as it should at my age.
     
    Smokie and WXYZ like this.
  8. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
    My earnings calendar:

    GOOGL............April 23
    MSFT................April 29
    AMZN...............April 30
    AAPL................April 30
    PLTR................ May 4
    NVDA............... May 20
    COST................May 28
     
  9. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  10. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  11. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  12. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
    YES.....it is going to happen.

    SpaceX lays out IPO details, targets early June roadshow: Reuters

    https://www.cnbc.com/2026/04/07/spacex-lays-out-ipo-details-targets-early-june-roadshow-reuters.html

    "“Retail is going to be a critical part of this and a bigger part than any IPO in history,” Chief Financial Officer Bret Johnsen said during the virtual meeting, the two people said, asking not to be identified because the discussion was private.

    Johnsen said the large retail component is by design as “those are folks that have been incredibly supportive of us and of Elon (Musk) for a long time, and we want to make sure that we recognize that.”"
     
  13. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  14. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  15. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  16. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
    I give up for now.....NOTHING....out there to post that is meaningful or intelligent.

    I have a single GREEN stock....GOOGL.
     
  17. TireSmoke

    TireSmoke Well-Known Member

    Joined:
    Aug 29, 2021
    Messages:
    409
    Likes Received:
    551
    Well it doesn't look like I'm going to win today either. NVDA still sitting at July 2025 pricing. More sitting and waiting. Starting to feel like 2018 again...
     
    Smokie and WXYZ like this.
  18. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
    Well at least it was good to see the markets come back today. I was gone all day and just got back to find out that I had a small GAIN in my stocks today. I also beat the SP500 in my stocks by....0.14%.

    A nice surprise ending today......and perhaps a good sign for the markets going forward. Not that you can predict anything just from one or two days.
     
  19. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
  20. WXYZ

    WXYZ Well-Known Member

    Joined:
    Oct 2, 2018
    Messages:
    19,729
    Likes Received:
    6,286
    Smokie likes this.

Share This Page