Stock Market Discussion -- started 03/06/2018 -- updated daily !!!

[homie1975]

Opposite here. I've been selling like a flea market the last 10 days. Sell high buy low.

Happy to hear you and yours are ok!!

MADder it is going to turn on a dime and head north again especially if NVDA crushes earnings and guides well on Wednesday Nov 19 after the bell

[Madison]

The forum looks crazy now and I could not log in for ages so I gave up lmao !

What an insane year and climb from the april lows.

I sold laggards and stagnant positions at the end of Sept thinking october would be a red month but the fugger was green. !!

I'm not fighting the tape thos month. I'm riding with it.

i have been buying every dip.

Opposite here. I've been selling like a flea market the last 10 days. Sell high buy low.

Happy to hear you and yours are ok!!

[homie1975]

Mad, IONQ keeps rocketing. I did sell off a small %. But it keeps going up.

I'm heavy on my Bitcoin funds as well as Metals. I'm playing it with the assumption that:
*Gold will rise slowly.
*I expect Silver/Platinum/Uranium/Copper to rise FASTER (than Gold).

I own it too and we are bleeding out in quantum plays. RGTI same

[homie1975]

Homie,,,, Are you ok dude???

The forum looks crazy now and I could not log in for ages so I gave up lmao !

What an insane year and climb from the april lows.

I sold laggards and stagnant positions at the end of Sept thinking october would be a red month but the fugger was green. !!

I'm not fighting the tape thos month. I'm riding with it.

i have been buying every dip.

[Chiefs83]

Orchid Island Capital is that the stock you are talking about for ORC…what is your average entry on RITM

[ChuckyTheGoat]

I'm big on REITs, I have a ton of ORC, and RITM (used to be NRZ)
REITs have been kind to me over the past few years, but they've been getting crushed over the past six weeks.

I guess nobody wants to invest in commercial and housing real estate anymore.

Nash, I respect your opinion. Take a close look at what you said. And think about what might have changed.

I see so many videos on Commercial Real Estate being in trouble. That valuation has potential to come in well below 100-cents on the Dollar.

Anyway, see my previous comments in this thread. I always like to learn from people in their area of expertise.

[stevenash]

I'm big on REITs, I have a ton of ORC, and RITM (used to be NRZ)
REITs have been kind to me over the past few years, but they've been getting crushed over the past six weeks.

I guess nobody wants to invest in commercial and housing real estate anymore.

[ChuckyTheGoat]

LAC is as predicted STRONG. The best is yet to come. Just keep filed away and enjoy.

Big insider sold 85% of his shares, but I never know what to do with the majority of this news???

LAC is in my portfolio. I'm bullish on Lithium/Uranium/Platinum.

Gold is doing well. I expect Ag/Cu/Li/U/Pt to rise even faster.

[Madison]

LAC is as predicted STRONG. The best is yet to come. Just keep filed away and enjoy.

Big insider sold 85% of his shares, but I never know what to do with the majority of this news???

[ChuckyTheGoat]

1000x bud. Was going to ask if anyone listened/profited. Glad for you!!!

Mad, IONQ keeps rocketing. I did sell off a small %. But it keeps going up.

I'm heavy on my Bitcoin funds as well as Metals. I'm playing it with the assumption that:
*Gold will rise slowly.
*I expect Silver/Platinum/Uranium/Copper to rise FASTER (than Gold).

[ChuckyTheGoat]

I've rarely seen this. LAC (a lithium company): up +82% TODAY.

LITHIUM AMERS CORP LAC:

+95% today. If anybody has insights on why LAC is exploding, plz post.

Mentioned that I think it's a good time to be in metals: *SCCO (Copper mining) up almost +10% today.

[ChuckyTheGoat]

Keep your eye on Uranium and SMR. Gave this out as well with Quantum. Just worried that at some point it's already overplayed.

Gold and SLV up 100%. I've stuck with miners ALB. Traded them for years, but when they hit 50ish I jumped in big and think I recommended here.

BOL Bud!!

ALB is involved in Lithium. Also having a good day. +5%.

[ChuckyTheGoat]

I've rarely seen this. LAC (a lithium company): up +82% TODAY.

LITHIUM AMERS CORP LAC:

[pavyracer]

Help reenergizing this thread!!

There was a day there were a great group of contributors offering great ideas/insights. That has clearly waned dramatically.

Our author seems committed to jump starting this dying trend.

Whoever is still out there trolling, whatever. Here's my challenge. Give us your most disappointing holding(s), that you have a strong confliction they have a strong future.

I'll start with:

LAC. GM backed Lithium mining. Thacker Pass. Waiting to double.

I'm very much interested in Gene/DNA therapy and Quantum.

DNA. Well backed and well beaten. Been on a slow climb last couple months.

CRSP. The future. DNA/Gene manipulation is coming. Once they merge Quantum power with healthcare this arena is just waiting to explode.

QaaS. Quantum computing in the cloud. This will be years before it hits your desktop but allowing companies the Quantum power without the need for the actual hardware. Freight Train coming right at you.

Let's go boy's!!

Looks like LAC is about to double today. Wish I bought more back then. Nice picks!

[ChuckyTheGoat]

I looked up SMR. Looks good, but it's volatile:

https://client.schwab.com/app/research/#/stocks/SMR

[Madison]

Homie,,,, Are you ok dude???

[ChuckyTheGoat]

Keep your eye on Uranium and SMR. Gave this out as well with Quantum. Just worried that at some point it's already overplayed.

Gold and SLV up 100%. I've stuck with miners ALB. Traded them for years, but when they hit 50ish I jumped in big and think I recommended here.

BOL Bud!!

Thx, Mad:
1) I have some Uranium stk.
2) Don't know SMR.
3) I hold some EKWAX. But I don't know if that's a good idea.

[Madison]

Mad, I think the best investors are experts in their specific sector. You've given me some good insights on AI. Thank You!

Any opinions on Precious Metals? This is something I've posted on. My opinion:
*Gold: is at an All Time High. Should do well. But I think OTHER metals will do better.
*Silver: I expect the Au/Ag ratio to move closer to historical avg. Which means that Ag should have more legs than Au.
*I do like holding some Platinum. Used to be more costly than an oz of Gold.
*Any opinions on Lithium?
...Lastly, I know that Cu (Copper) is a base metal (not a Precious metal). But I think Copper will rise over the next 12 months, too.

Just my opinion. NFA: Not Financial Advice.

Keep your eye on Uranium and SMR. Gave this out as well with Quantum. Just worried that at some point it's already overplayed.

Gold and SLV up 100%. I've stuck with miners ALB. Traded them for years, but when they hit 50ish I jumped in big and think I recommended here.

BOL Bud!!

[ChuckyTheGoat]

Mad, I think the best investors are experts in their specific sector. You've given me some good insights on AI. Thank You!

Any opinions on Precious Metals? This is something I've posted on. My opinion:
*Gold: is at an All Time High. Should do well. But I think OTHER metals will do better.
*Silver: I expect the Au/Ag ratio to move closer to historical avg. Which means that Ag should have more legs than Au.
*I do like holding some Platinum. Used to be more costly than an oz of Gold.
*Any opinions on Lithium?
...Lastly, I know that Cu (Copper) is a base metal (not a Precious metal). But I think Copper will rise over the next 12 months, too.

Just my opinion. NFA: Not Financial Advice.

[ChuckyTheGoat]

"no one ever went broke taking a profit"

I wish I still had some of my early profits but banked many nice early profits. Just happy someone followed along. Happy for you bud!!!

True. But there are also a lot of regrets...after Apple stock goes up 100x.

I'm a believer in re-balancing after a Gain. Worth doing periodically.

[Madison]

"no one ever went broke taking a profit"

I wish I still had some of my early profits but banked many nice early profits. Just happy someone followed along. Happy for you bud!!!

[ChuckyTheGoat]

1000x bud. Was going to ask if anyone listened/profited. Glad for you!!!

Thx, Mad. Per usual, it's easy to look in the rear-view mirror.

I like it. But may sell off a portion if it goes up again.

[Madison]

Have to give credit where credit is due. Thank You, Madison.

IONQ is in my portfolio. I know it's Quantum computing.

Don't fully understand it. But this stock is ripping. And not many other stocks can say that.

1000x bud. Was going to ask if anyone listened/profited. Glad for you!!!

[ChuckyTheGoat]

IONQ out of control. MY CB circa 2-3$ share. I can't count the # of people I gave this one to. My gut MSFT, AMZN, HON, IBM, ?? one of the bigger players buys and stock goes further to the moon??

Have to give credit where credit is due. Thank You, Madison.

IONQ is in my portfolio. I know it's Quantum computing.

Don't fully understand it. But this stock is ripping. And not many other stocks can say that.

[ChuckyTheGoat]

This guy is really bright:

https://video.search.yahoo.com/search/video;_ylt=AwrFD9ycK8RousIEY3FXNyoA;_ylu=Y29sbwNiZjEEcG9zAzEEdnRpZAMEc2VjA3Nj?type=E211US1357G0&p=joe+burnett%2C+copper-to-gold+ratio&fr=mcafee&turl=https%3A%2F%2Ftse3.mm.bing.net%2Fth%2Fid%2FOVP.mMdWT07S0dJ0plPAMcdNvAEsDh%3Fpid%3DApi%26w%3D296%26h%3D156%26c%3D7%26p%3D0&rurl=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D18yEMHUsLqg&tit=This+macro+indicator+has+predicted+every+parabolic+bitcoin+bull+market.&pos=01&vid=8c1dc5d2f7ad40d88b009cd96247bf34&sigr=6sTMoffIMLWE&sigt=mUR0q7Y2BY7q&sigi=AjnYUOs4bsG3

[ChuckyTheGoat]

This is a great thread. I know that I tend to repeat myself. But I'll repeat my stance:

1) I was a little bit worried about MSTR not being included in the Index.
...Saylor diffused it. Said that they didn't expect to make it in first try.
...I would not sell MSTR right now. It's a leveraged BTC play. And the best months are coming end of 2025.
2) Also holding the Bitcoin ETFs like HODL and BITB.
3) Also purchased STRK and STRF. Saylor is an animal, he's attacking the Fixed Income market.
4) Slowly divesting my Vanguard index funds. I don't think they keep up w/ the hurdle rate.
5) Been adding to my copper holdings COPX/SCCO/COPP. I expect the Copper-to-Gold ratio to reverse.

Good Luck, guys!

[Madison]

Hi Madison,

I kept buying UNH and HUM as they were going down so now I'm up 35% and 30% on each after 4 months. Is this a good time to sell or should I keep riding them? UNH is really by biggest position and about 25% of my whole portfolio right now. Probably my biggest gain in capital in such a short time. It worked really good as I sold MSTR close to its high and bought those cheap. May try to switch the gains from healthcare stocks and invest back to crypto stocks now that they got cheaper.

I doubled down circa 240 a few months ago. Sold that gamble circa 315. Thank you mister Buffett!! I hold 70 shares and holding. If the regulatory cloud ever gets lifted you can easily see the 450's again. This is a long term hold for me.

[pavyracer]

Difficult to not like.

I've been trading (as posted here previously) UNH between 460-600 quite successfully for a few years. I got hurt recently pretty badly in the last month as I sold circa 600 and started rebuying circa 450. Hard to not really like this play IMHO as long as they don't get convicted of Medicare Fraud. I guess the others would benefit right?

Hi Madison,

I kept buying UNH and HUM as they were going down so now I'm up 35% and 30% on each after 4 months. Is this a good time to sell or should I keep riding them? UNH is really by biggest position and about 25% of my whole portfolio right now. Probably my biggest gain in capital in such a short time. It worked really good as I sold MSTR close to its high and bought those cheap. May try to switch the gains from healthcare stocks and invest back to crypto stocks now that they got cheaper.

[ChuckyTheGoat]

Shout out to: Madison and everyone. Hope all are doing well.

A few strategies I'm taking on my portfolio:
1) Clearing out more Fiat stocks. In particular, sold off my V (****).
2) I think **** has to be trending down. Restaurants now hate the 3% **** charge.
3) So many restaurants give a cash-discount to avoid the **** fees.

**** is gone. Putting that $$ into Bitcoin ETFs.

[ChuckyTheGoat]

Sup, Madison? Mentioned that I've been adding some SCCO/COPX.

Joe Burnett pointed out that the Copper/Gold ratio was quite low. May indicate an upturn in Copper, based on the business-cycle.

Bump on this. I'm mostly going BTC stocks. Copper is one other sector I'm bullish on:

SOUTHERN COPPER CORP SCCO: NYSE

Metals & Mining



$96.80+$1.73
...SCCO is doing pretty well. And I expect that to continue.
...Playing off the reversal on Gold/CU ratio.

[ChuckyTheGoat]

Thx, Mad. If you don't like my CU picks, take a long look at BITB/HODL/STRK.

Check back in six months. I have a hard time believing that 3-stock lot won't be up > +10%.

[Madison]

Sup, Madison? Mentioned that I've been adding some SCCO/COPX.

Joe Burnett pointed out that the Copper/Gold ratio was quite low. May indicate an upturn in Copper, based on the business-cycle.

Chuck, My CB on Copper is around 3.80? I have and would be careful over 5.00. New build housing is croaking. I'd be a little cautious here.

I have done extremely well with gene editing, robotics, nuclear smr (touted 2 years or so ago), Quantum (touted 2/3 years ago). I'm just at a point where I'm cautious about touting at these valuations.

Have a great holiday!!!

[ChuckyTheGoat]

Sup, Madison? Mentioned that I've been adding some SCCO/COPX.

Joe Burnett pointed out that the Copper/Gold ratio was quite low. May indicate an upturn in Copper, based on the business-cycle.

[Madison]

I bought when you posted this and now is up 35%. Should I keep longer? Do you think it shot up too quickly, or there is more room to go up this year.

Thanks for the tip.

You are very welcome. This is a long term speculative play. As someone famous once said "You'll never go broke by taking a profit."

Maybe take 20-35% back and rebuy on any draw downs. IMHO, this market is due for a haircut.

[pavyracer]

CRISPR Therapeutics (NASDAQ:CRSP) will be releasing its Q1 2025 earnings before the market opens on Wednesday, May 14

I bought when you posted this and now is up 35%. Should I keep longer? Do you think it shot up too quickly, or there is more room to go up this year.

Thanks for the tip.