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Talking stocks, trading, and investing in general - Page 580

post #8686 of 11175
Quote:
Originally Posted by SkinnyGoomba View Post

Speaking of Saudis....I'm mildly interested in Aramco....will be interested to witness if nothing else. If they are then driven by profits will they then have to behave themselves and dump their plan to continue driving prices down.

this is a great company with what seems to be insane management. who does an ipo in this climate ??

anyway it might be more likely that they'll release subsidiaries rather than the parent to avoid scrutiny over the finances, saudis are being quite secretive about what's happening there
post #8687 of 11175

Does anyone think it's possible to have a US recession without an inverted yield curve?

 

Or that China could export one to us?

post #8688 of 11175
Couple of stocks I'm looking for opinions on...

REIT - BX. Looks big, good or great yield (looks like lowered dividend) and seems to have dropped very hard from historical highs. Anyone have an opinion of what's happening here? Why so down? and worth getting in to?

AA - so yes, I know that China's slowing down majorly but I've also heard these guys are huge, pretty durable, and are moving away from just aluminum so they'll be more diversified in future. Seems more like a long hold to get the recovery but what do you guys think overall? Good 'blue chip' type company or am I leaning into the exact wrong thing with manufacturing slowing down and China going crazy. I'm a little tired of rolling dice so will probably wait until end of day to see their quarterly report which I assume will be bad. If it drops lower, you guys think it's worth picking up?
post #8689 of 11175
Quote:
Originally Posted by Master-Classter View Post

Couple of stocks I'm looking for opinions on...

REIT - BX. Looks big, good or great yield (looks like lowered dividend) and seems to have dropped very hard from historical highs. Anyone have an opinion of what's happening here? Why so down? and worth getting in to?

AA - so yes, I know that China's slowing down majorly but I've also heard these guys are huge, pretty durable, and are moving away from just aluminum so they'll be more diversified in future. Seems more like a long hold to get the recovery but what do you guys think overall? Good 'blue chip' type company or am I leaning into the exact wrong thing with manufacturing slowing down and China going crazy. I'm a little tired of rolling dice so will probably wait until end of day to see their quarterly report which I assume will be bad. If it drops lower, you guys think it's worth picking up?

 

Are you talking about BX or BXMT?  BX is the investment manager and BXMT is the mortgage trust.  Not sure whats actually on BXMT's books.

post #8690 of 11175
Quote:
Originally Posted by GreenFrog View Post
 

Does anyone think it's possible to have a US recession without an inverted yield curve?

 

Or that China could export one to us?

 

China's dropping import/export signals recession or slowdown of the world.  Not the other way around.

post #8691 of 11175
Yeah sorry, meant BX. Typed REIT first becuase was researching a bunch of those and was going to ask about one of them. I meant BX just as an equity. Are they basically like an aggressive Vanguard and a safer OZM? They're banking/consulting world right?

I see fat yields and low historical prices and huge market cap so looks pretty win all 'round.
post #8692 of 11175
Quote:
Originally Posted by Master-Classter View Post

Yeah sorry, meant BX. Typed REIT first becuase was researching a bunch of those and was going to ask about one of them. I meant BX just as an equity. Are they basically like an aggressive Vanguard and a safer OZM? They're banking/consulting world right?

I see fat yields and low historical prices and huge market cap so looks pretty win all 'round.

Blackstone is primarily a private equity house but I believe they also have a credit strategy so I wouldn't compare them to OZM or vanguard. They are much more aggressive then something like vanguard. They used to also have an M&A and restructuring team but no more.
post #8693 of 11175
Quote:
Originally Posted by Master-Classter View Post

Yeah sorry, meant BX. Typed REIT first becuase was researching a bunch of those and was going to ask about one of them. I meant BX just as an equity. Are they basically like an aggressive Vanguard and a safer OZM? They're banking/consulting world right?

I see fat yields and low historical prices and huge market cap so looks pretty win all 'round.

As a company I like BX and would be willing to invest in them. Need to do a lot more research though about the current situation.

 

A friend alerted me to NMM which I really like. Seems like one should at the very least get their money back over the next 2-3 years. Everything beyond that is essentially upside. Cash flows for the next 2 years can easily cover distributions. 

post #8694 of 11175

Well I put some money to work this morning.  Went against what my asset allocation called for but it didn't put me into rebalance territory.

post #8695 of 11175
Oil at $31? Holy fuck.
post #8696 of 11175
baldy[1].gif
post #8697 of 11175
I don't own any oil positions but I certainly share the same pain of losses.
post #8698 of 11175
Its pretty aggravating, I'll suffer through it all the same.
post #8699 of 11175
If you don't mind my asking, how much are you down on your oil positions?

I'm roughly -20% on AAPL 😁 / 😭
post #8700 of 11175
Quote:
Originally Posted by GreenFrog View Post

I don't own any oil positions but I certainly share the same pain of losses.

Was the majority of my positions. Down about 80% on some investments and 60% on others (such as CHK).

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