OT: Stock trading | Page 180 | The Boneyard
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OT: Stock trading

HuskyHawk said:
On the Crypto front I asked Balaji what to read and he suggested this. So I did. https://messari.io/pdf/messari-report-crypto-theses-for-2022.pdf

on the stock front, I honestly think 2022 is shaping up to be potentially pretty wild. Lots of volatility. So my only thought is to avoid individual stocks unless you feel really good about the long term.
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I agree that 2022 looks to be very volatile, will probably be a trader’s Paradise. Im focusing on companies that are profitable with very reasonable multiples. Many high multiple stocks have been cut down to much fairer levels but there’s still a lot of risk in this market for companies with flimsy fundamentals.
 
Not 77-74 said:
Doing what I've done for the last 20 years. Boring Vanguard mutual funds through dollar cost averaging each month. Worked so far!
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Alternatively, lower-fee ETFs via Vanguard or similar competitors. Here, 90/10 ETFs (few lingering mutual funds)/self-managed securities, cuz' boring's not bad!

Our 10% self-managed securities and global RE's been more profitable for >3 decades and more fun, particularly with more time to focus starting the last decade. In 2021, with helpful insights from @uconntoatl and others enjoyed toe-dipping in Link on its' biggest dips.

2022, more JP after shifting out of large chunk of NYSE-listed mainland stocks/ADRs last year, more adds to robotics and alt energy ETFs after recent dips, and maybe some ETH on bigger dips. Today, unplanned add to SE near today's low after Tencent announced plans to divest about 2.5% of its' SE holdings at roughly $15 over current price.
 
Chainlink staking announced and CCIP to be released in 2022. 75 Billion Dollars secured by Chainlink network. Also, Eric Schmidt (former Google CEO) recently joined Chainlink Labs as an advisor. "He's beginning to believe." ~Morpheus.

 
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HuskyCLT said:
Agree that blockchain platforms like you mentioned above are the best investments in crypto right now. Eventually projects that allow for interoperability across blockchains as well as oracles will have their day in the sun too.

I see LINK as a really safe bet with huge potential down the road. They completely dominate their space as oracles that allow blockchains to use real world data and aren’t going anywhere. Some of the platforms will eventually fall off and Chainlink is involved in virtually every one so you’re safe almost no matter what.

LINK price at make-or-break point as Chainlink aims to secure $2.27 trillion crypto economy
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All roads always lead back to Chainlink.
 
UConnSwag11 said:
Dividend companies and ETF's are what im looking at.
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This as well. Couldn't agree more. I made my New Year's investing plans early this year and put them into motion around Thanksgiving.

I had fun riding the pandemic market wave, but I need more stability. At one point I was up 142% and the wave came crashing down, leaving me up 23%. It was fun while it lasted though! And don't get me wrong, I will still be taking a few shots in the market, bit I'm going to be much safer this year with more dividend stocks and ETF's. My first 2 ETF plays have been JO (coffee) and GLTR (precious metals basket). JO is up 7% for me so far and GLTR is down 1%.

I'm holding PayPal (down 9%)...it will bounce back some.
Started buying discount retailers Dollar Tree (up 36%), Dollar General (up 4%), and TJX (up 7%).
Also started buying AMKBY - they own the most shipping containers in the world. Up 5%
And who can forget DPLS!? Holding! Up 32%
 
I’ve been getting slaughtered the last couple months in my heavy tech portfolio which is now down YoY. My individual stocks are a small portion of my overall portfolio but damn it hurts to watch.

Debating selling and just combining cash with my index funds account. Or at least consolidate down to just blue chips. Maybe that Warren Buffet guy was right.
 
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SamIamCassell said:
What’s a great ETF for semiconductors? I want more broad exposure to this industry.
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I will admit here I’m long Intel. I like Pat Gelsinger, who was good at EMC and then great at VMW. Have listened too him often enough to consider him very forward looking. He is ex Intel and came back to fix it. It’s not an easy fix, and he is making big long term changes. Market of course, focuses on near term and punishes the stock. But I expect Intel to bring a lot of capacity online, including US and European manufacturing. They will also catch up on performance. I think the stock is a bargain.
 
HuskyHawk said:
I will admit here I’m long Intel. I like Pat Gelsinger, who was good at EMC and then great at VMW. Have listened too him often enough to consider him very forward looking. He is ex Intel and came back to fix it. It’s not an easy fix, and he is making big long term changes. Market of course, focuses on near term and punishes the stock. But I expect Intel to bring a lot of capacity online, including US and European manufacturing. They will also catch up on performance. I think the stock is a bargain.
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I'm just hanging on INTC LT; flat now, & continue hoping Gelsinger pulls it off. In general, western world must manufacture more outside at-risk Taiwan and its' west TW mainland
 
At this point if you're not on the sideline, eveeything is a long term hold.

If you were on the sideline waiting to jump in, there are a lot of buying opportunities out there, but who really knows? Economic indicators are hard to gauge and the bottom can drop so do your research.
 
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tentoes4rings said:
Ha, I don’t even want to look at the markets anymore, much less talk about them. For people with dry powder and balls though. I think there are some great buys down here, especially on tech.
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Yeah, I'm just sitting for now. But I honestly stand by what I said. Omicron is getting everyone, and for the moment, and maybe the next 2-3 weeks, that is causing a mess. So many people out, things just not functioning. Supply chain, staffing, everything. But the upside of that is that by February, cases are going to drop like a rock.

Market is looking scared right now, but this (unlike inflation) is truly transitory, and what's on the other side looks better than anything has since same time 2020.
 
HuskyHawk said:
Yeah, I'm just sitting for now. But I honestly stand by what I said. Omicron is getting everyone, and for the moment, and maybe the next 2-3 weeks, that is causing a mess. So many people out, things just not functioning. Supply chain, staffing, everything. But the upside of that is that by February, cases are going to drop like a rock.

Market is looking scared right now, but this (unlike inflation) is truly transitory, and what's on the other side looks better than anything has since same time 2020.
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I think second half of 2022 could still have a more legit, expected drop. We’re due for a real one (vs a black swan event)
 
S&P, down <4% off of all-time high. No shocker, hyper-aggressive techs, crypto, etc down, while traditional energy, quality traditional insurance and banks, pharma and med equipment, and other value stocks generally faring OK. Early today, added bit to FLJP, DAPP, CNRG, HASI, IEUS. Contemplating nibbling some other tech with bigger drops, small cap JP ETF, and LINK when/if <20.
 
HuskyHawk said:
Yeah, I'm just sitting for now. But I honestly stand by what I said. Omicron is getting everyone, and for the moment, and maybe the next 2-3 weeks, that is causing a mess. So many people out, things just not functioning. Supply chain, staffing, everything. But the upside of that is that by February, cases are going to drop like a rock.

Market is looking scared right now, but this (unlike inflation) is truly transitory, and what's on the other side looks better than anything has since same time 2020.
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I don’t think Omicron is really that big of a factor, it’s the Fed tightening that has the markets so spooked. Hopefully we get an inflation report this week that is lower than expected and a nice relief rally afterwards.
 
casual-yardin said:
Someone here mentioned LWLG a few months back. Today's was it's highest close ever. Everyone should at least take a look at this one. Low share count, no debt, game changing technology.
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That was me. They've got a game changing photonic process that will allow for faster data transmission using less electricity. Anyone in a data center will tell you the "less electricity" part is huge. Those of us that have it are hoping to hear about sales. This is currently a no revenue business that is between R&D and commercialization.
 
tentoes4rings said:
Ha, I don’t even want to look at the markets anymore, much less talk about them. For people with dry powder and balls though. I think there are some great buys down here, especially on tech.
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So the great buys actually happened today but this guy with no dry powder left didn’t capitalize, ha. Hope some of you were able to.
 
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Many of my stocks are back in the buy territory. If AMD drops back to $125 one more time, I am all over it, chip demand won't be going away. I loaded up on NEGG at $8.25
 
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