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Talking stocks, trading, and investing in general - Page 613

post #9181 of 11163
A pop is a pop regardless of where the stock was even one day earlier.
post #9182 of 11163
Quote:
Originally Posted by chogall View Post


MU is here to stay for next few decades. It's one huge national security strategic asset that happens to be at the leading edge of precision manufacturing in the US.

The problem is when and how the semiconductor cycle will turn. TSM/SPIL at the front/backend said the inventory correction in China is over. MU expects 2H recovery. But personally I suspect this downturn will last much longer due to 1) slowdown in SaaS/enterprise/data center sending, 2) lengthening of cell phone upgrade cycle from subsidies reduction.

Semi is the leading indicators of world economy and its been pretty gloomy...

Solid analysis.

 

Will start potentially adding a bit to my position with any spare change I find. I'd also expect a long recovery. There aren't any stocks at the moment that I see providing a good short term return, so only adding longer term assets at this point. 

 

I have actually done rather well on my mREITs, but the yield curve is no longer attractive enough to make me want to buy more unless dividend cuts drive down the prices. 

post #9183 of 11163
Quote:
Originally Posted by otc View Post

Not much of a pop if you look back a whopping 3 days...

I suppose, but that's kind of a weird statement in the context of the overall conversation. GOOG and SMLP could also be called winners or losers at any given point if you get to retroactively decide where the starting line was. Hard to argue that for anyone holding into today's close the AH reaction to the earnings release/call wasn't a nice little bump.
post #9184 of 11163
Meh on short term investing.

Investing is about believing in yourself and having intuition.
post #9185 of 11163
Quote:
Originally Posted by lawyerdad View Post

I suppose, but that's kind of a weird statement in the context of the overall conversation. GOOG and SMLP could also be called winners or losers at any given point if you get to retroactively decide where the starting line was. Hard to argue that for anyone holding into today's close the AH reaction to the earnings release/call wasn't a nice little bump.

3 days is pretty short term though. I'm not talking about drawing out these positions for years or even months.

I mean...someone who was gambling on a TSLA earnings pop might have started loading up on shares last week (after shares had already dropped a lot from a month before)...not much of a pop for them!

It is sure a nice little surprise, but it kind of sucks that a better than expected earnings bump can't erase even the last week of poor performance.
post #9186 of 11163

Everyone just taking the day off from looking at the market?  Might as well.

post #9187 of 11163
Gonna be carnage today.
post #9188 of 11163
Its gross today.
post #9189 of 11163
Sold my VOD, which I honestly didn't have a good reason for holding (I mean, it has a good dividend, but I already took my profits from their Verizon spinoff, which was the original rationale for buying it).

Spent that money and the floating cash in my IRA on ATVI...Spent a minute looking at it on the bloomberg and it seems to check out, but let's hope OmniscientCause is right. My chief concern today is that analyst coverage is too positive on the stock. Normally that'd be good, but with earnings coming out today, too many people with high expectations can lead to an earnings dip.
post #9190 of 11163
Maybe I should gamble on ATVI too.

Ain't nothin better than a hot stock tip on an online forum right?
post #9191 of 11163
An online fashion forum
post #9192 of 11163
Im pitching RHT today...ATVI seems to be out performing S&P today, and yea I think analysts expectations are high, but not beatable...it was far too oversold in the last week for the quality of earnings and revenue streams it will have in the next few quarters that it didnt have the last 6 months.
post #9193 of 11163
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post #9194 of 11163
This is why, with 100% certainty, part of my retirement nest egg will get liquidated to purchase an annuity or two.
post #9195 of 11163
Quote:
Originally Posted by ramuman View Post

icon_gu_b_slayer[1].gif

I just laughed out loud. Sadly timed it right as the CEO walked past and got some odd looks.

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