OT: Stock trading

[JohnFSilver]

Powell industries gents. Excellent forward PE signaling it’s still undervalued even though it’s surging. Would love for a pullback so I can find a spot to buy back in

What do they do?

 

[prankster]

We started discussing this in another thread so I decided to start a new thread. Would love to know what sectors and stocks people are in, with successes and if you want to share, bad trades or holds. My brief story below:

Traded a lot from 99-01 but volatility of Dot Com Market collapse forced me out with a decent profit. Fast forward19 years, I dove back in at the bottom in March. Had some success trading Comcast the first week, got caught in a bad trade with Citrix. Had an initial wishlist of NFLX, DOCU, Roku and Comcast. Didn’t pull the trigger quickly enough and watched most run away. Roku and Gartner I’ve been in and out of but just can’t seem to win on them. Two big winners have been DocuSign and Five Nine Inc (FIVN). I’m out now except for a small position in DocuSign, as I expect tech stocks to sell off soon and want to be ready to buy on dip.

Stocks Im looking at adding:
MSFT
AMZN
FB
ROKU
TWLO
FIVN
BX (Blackstone)
Tesla
OKTA
PENN
Walmart
CCL (Carnival)
IT (Gartner)

Kayne Anderson, mis stream energy infrastructure fund.

Selling at around $12 per share.

For old farts like me, income producing investments are comforting to own.

KYN pays around 8.25% or so dividend.

 

[Chin Diesel]

Kayne Anderson, mis stream energy infrastructure fund.

Selling at around $12 per share.

For old farts like me, income producing investments are comforting to own.

KYN pays around 8.25% or so dividend.

I use ET for that function.

 

[prankster]

I use ET for that function.

I simplified my investments a bit. So Turbo Tax can easily handle everything.

Some years back I held both ET and Kinder Morgan.

But those partnerships spat out K1 forms at tax time. Always had to file an extension. Taxes were a bit of a PITA.

Kayne Anderson returns nearly what the mid-stream partnerships did. But the K1 income is rinsed through the Fund, and it spits out ordinary dividend income, not partnership distribution.

(I believe that both ET and Kinder Morgan are among the Funds top holdings. Recently I extended a bit, bought SEAL-PA. "Mid-stream, as they are LNG carriers. Selling around $25.50, and pays around 8.8%.)

 

[KemBuckets21]

What do they do?

Build the infrastructure equipment for data centers. Their performance tends to correlate with NVDA.

 

[HuskyHawk]

I simplified my investments a bit. So Turbo Tax can easily handle everything.

Some years back I held both ET and Kinder Morgan.

But those partnerships spat out K1 forms at tax time. Always had to file an extension. Taxes were a bit of a PITA.

Kayne Anderson returns nearly what the mid-stream partnerships did. But the K1 income is rinsed through the Fund, and it spits out ordinary dividend income, not partnership distribution.

(I believe that both ET and Kinder Morgan are among the Funds top holdings. Recently I extended a bit, bought SEAL-PA. "Mid-stream, as they are LNG carriers. Selling around $25.50, and pays around 8.8%.)

I'm with you. I stopped with all the partnerships. Had an oil field one for a long time that both yielded over 10% and increased share price dramatically. But the taxes were a pain.

 

[Chin Diesel]

I simplified my investments a bit. So Turbo Tax can easily handle everything.

Some years back I held both ET and Kinder Morgan.

But those partnerships spat out K1 forms at tax time. Always had to file an extension. Taxes were a bit of a PITA.

Kayne Anderson returns nearly what the mid-stream partnerships did. But the K1 income is rinsed through the Fund, and it spits out ordinary dividend income, not partnership distribution.

(I believe that both ET and Kinder Morgan are among the Funds top holdings. Recently I extended a bit, bought SEAL-PA. "Mid-stream, as they are LNG carriers. Selling around $25.50, and pays around 8.8%.)

I'm with you. I stopped with all the partnerships. Had an oil field one for a long time that both yielded over 10% and increased share price dramatically. But the taxes were a pain.

To clarify, I have ET as part of an IRA. Right now there's no issues, as I'm not pulling money out of the IRA yet. All the distribution are reinvested. I have a few years until I have to deal with withdrawals.

 

[CONN78SEJ]

Last Thursday it was a good short term buy.

CRISPR Therapeutics - CRSP - Stock Price & News | The Motley Fool

Real time CRISPR Therapeutics (CRSP) stock price quote, stock graph, news & analysis.

www.fool.com

Unless you have inside info, start up biotechs are a crap shoot, do your homework and take profits whenever they are there. Buying biotechs on a promise is almost as risky as trading options.

 

[QDOG5]

Kayne Anderson, mis stream energy infrastructure fund.

Selling at around $12 per share.

For old farts like me, income producing investments are comforting to own.

KYN pays around 8.25% or so dividend.

I'm not an old fart (yet) but I do mis stream on occasion.

 

[HuskyHawk]

Unless you have inside info, start up biotechs are a crap shoot, do your homework and take profits whenever they are there. Buying biotechs on a promise is almost as risky as trading options.

I have one down like 88% since I bought it. Worthless but why even sell? Maybe they have something that hits.

 

[uconnfan68]

Unless you have inside info, start up biotechs are a crap shoot, do your homework and take profits whenever they are there. Buying biotechs on a promise is almost as risky as trading options.

If you buy the one they named the technology after, maybe you’ll have better luck.

 

[CONN78SEJ]

If you buy the one they named the technology after, maybe you’ll have better luck.

Stick to Amgen, Biogen, Regeneron……etc

 

[CONN78SEJ]

Last Thursday it was a good short term buy.

CRISPR Therapeutics - CRSP - Stock Price & News | The Motley Fool

Real time CRISPR Therapeutics (CRSP) stock price quote, stock graph, news & analysis.

www.fool.com

I think they make refrigerator drawers.

 

[CONN78SEJ]

I have one down like 88% since I bought it. Worthless but why even sell? Maybe they have something that hits.

It’s definitely possible, 24 years ago during the biotech boom I bought 1000 shares of a promising biotech stock at $14 and 3 days later sold it at $133. Back in those days the volatility was crazy, stocks going up or down $100/sh in one day.

 

[Da_Aisijimo_Gou]

Kinder Morgan Inc (KMI) = 1099 Div. Past associated MLPs generated K-1s, but the MLPs were consolidated into KMI about a decade ago. Solid company KMI.

 

[prankster]

I'm not an old fart (yet) but I do mis stream on occasion.

I like to pee outdoors, for that very reason.

I'm a man. The world is my urinal!

 

[HuskyHawk]

This thread has been dormant, but DeepSeek just wrecked Nasdaq. It's a bad day out there.

Here's a pretty good thread on what happened.

 

[uconndogs]

Well, I'm sure Mr. Brown is an authority on all things AI....

More seriously, the Chinese may be farther along than initially believed with AI. I doubt that implodes US leaders and if it cools this market a bit it may be a good thing.

 

[superjohn]

This thread has been dormant, but DeepSeek just wrecked Nasdaq. It's a bad day out there.

Here's a pretty good thread on what happened.

Good buying opportunity this morning.

 

[HuskyHawk]

Well, I'm sure Mr. Brown is an authority on all things AI....

More seriously, the Chinese may be farther along than initially believed with AI. I doubt that implodes US leaders and if it cools this market a bit it may be a good thing.

Some other info trickling out that the supposed reports of this being built for $6M are hogwash.

The $6m does not include “costs associated with prior research and ablation experiments on architectures, algorithms and data” per the technical paper. “Other than that Mrs. Lincoln, how was the play?” This means that it is possible to train an r1 quality model with a $6m run if a lab has already spent hundreds of millions of dollars on prior research and has access to much larger clusters.

So while they did have some huge algorithmic breakthroughs that reduce the training time and cost, it appears that they likely used a whole lot of Nvidia chips diverted through Singapore to do it. So not as bad for U.S. tech as first thought, perhaps even good if it means more rapid adoption. Looks bad for U.S. trade compliance, however.

Apologies if this is boring to some, it does have a huge stock market impact given that AI is what has propped up the market. It's also heavily impactful to my job so I'm trying to follow it as closely as I can.

 

[uconnfan68]

Some other info trickling out that the supposed reports of this being built for $6M are hogwash.



So while they did have some huge algorithmic breakthroughs that reduce the training time and cost, it appears that they likely used a whole lot of Nvidia chips diverted through Singapore to do it. So not as bad for U.S. tech as first thought, perhaps even good if it means more rapid adoption. Looks bad for U.S. trade compliance, however.

Apologies if this is boring to some, it does have a huge stock market impact given that AI is what has propped up the market. It's also heavily impactful to my job so I'm trying to follow it as closely as I can.

So, you really are a bot?

 

[HuskyHawk]

So, you really are a bot?

I probably wouldn't have this annoying cough if I was. Or be active in the beer thread.

The stock of my employer is down a lot today. It's not NVDIA.

 

[StllH8L8ner]

I probably wouldn't have this annoying cough if I was. Or be active in the beer thread.

The stock of my employer is down a lot today. It's not NVDIA.

Broadcom?

 

[JohnFSilver]

This thread has been dormant, but DeepSeek just wrecked Nasdaq. It's a bad day out there.

Here's a pretty good thread on what happened.

Messed around. At thst cost, incredible.

 

[HuskyHawk]

Broadcom?

Nah, those guys are a pain in the neck. But I'm not going to say until I retire.