Gregmal Posted January 15, 2025 Posted January 15, 2025 14 hours ago, Ulti said: a different point of view in long term tips https://paulkrugman.substack.com/p/the-real-threat-of-fake-numbers It’s hilarious reading this in the context of how he just blatantly ignores that the current administration has been cooking the books with the jobs numbers….TDS alive and well.
Ulti Posted January 15, 2025 Posted January 15, 2025 Absolutely…. It’s sad that both sides spout bullshit….but his premise that there is a risk to tips from cooking the books no matter who is in office seems legit.
Gregmal Posted January 15, 2025 Posted January 15, 2025 1 hour ago, Ulti said: Absolutely…. It’s sad that both sides spout bullshit….but his premise that there is a risk to tips from cooking the books no matter who is in office seems legit. I think CPI reporting is total bullshit and not at all reflective of inflation, but its fairly consistent in terms of what youre gonna get from the gov.
boilermaker75 Posted January 15, 2025 Posted January 15, 2025 On 1/13/2025 at 10:25 AM, Gregmal said: DEO, STZ, TAP. MGPI finally off the short list and maybe looking interesting as a long. TAP does look good. I "put" part of one toe in writing a Feb 21, 52.5 strike put for $1.21, LOL.
Malmqky Posted January 16, 2025 Posted January 16, 2025 More $PM. Look who finally has learned to average up Hoping FX gives me some nice buying opportunities over the next year...
dealraker Posted January 17, 2025 Posted January 17, 2025 (edited) None of these are either meaningful nor are they something I'd suggest. But out of sheer boredom in my tax free account in the last two weeks I have bought the following because they were somewhat cheap I think the economy (that's Biden's economy LOL) is far stronger that most wanna admit (and I think interest rates will go up too!!). None except a couple will be long term thangs: SHEL TTE MDT HAL JOE (added) UBER GSK CVX COP FSLR (rebought) AZN SRE (on the fires issue) CWT LHX CWK (added) MSGE NGG C (added) EWBC (added) SLB OXY FMC LYB DOW Edited January 17, 2025 by dealraker
Sweet Posted January 17, 2025 Posted January 17, 2025 4 hours ago, dealraker said: None of these are either meaningful nor are they something I'd suggest. But out of sheer boredom in my tax free account in the last two weeks I have bought the following because they were somewhat cheap I think the economy (that's Biden's economy LOL) is far stronger that most wanna admit (and I think interest rates will go up too!!). None except a couple will be long term thangs: SHEL TTE MDT HAL JOE (added) UBER GSK CVX COP FSLR (rebought) AZN SRE (on the fires issue) CWT LHX CWK (added) MSGE NGG C (added) EWBC (added) SLB OXY FMC LYB DOW What are likely to be the long term holdings? Thanks for sharing
dealraker Posted January 17, 2025 Posted January 17, 2025 4 hours ago, Sweet said: What are likely to be the long term holdings? Thanks for sharing JOE...maybe FSLR and LHX. A few aren't too short term, longer than most would think.
Dave86ch Posted January 18, 2025 Posted January 18, 2025 15 hours ago, dealraker said: JOE...maybe FSLR and LHX. A few aren't too short term, longer than most would think. Thanks for sharing. As a long-term holding, what is the moat around First Solar that gives you confidence in its ability to survive competition?
dealraker Posted January 18, 2025 Posted January 18, 2025 1 hour ago, Dave86ch said: Thanks for sharing. As a long-term holding, what is the moat around First Solar that gives you confidence in its ability to survive competition? Dave I know nothing more that what you can read in any analyst report other than personally equating or linking FSLR's size position in its arena and my belief that regardless of tax credits and politics demand is going to be greater than supply. I had bought both FSLR and ENPH a few years ago and made crazy returns but sold. I see FSLR as possibly doing very well. Barron's also just wrote up on FSLR. I built 11 "solar" along with earth sheltered homes years ago (I built 52 custom homes) and have a personal residence 75% powered by solar. So it is an interest I have which further gives me bias.
Spekulatius Posted January 18, 2025 Posted January 18, 2025 (edited) FSLR is the only domestic supplier of solar cells that can compete (more or less) with the Chinese. Edited January 18, 2025 by Spekulatius
indirect Posted January 18, 2025 Posted January 18, 2025 52 minutes ago, Spekulatius said: FSLR s the only domestic supplier of solar cells that can compete (more or less) with the Chinese. Yes. 100% agreed. They have a unique technology, film base, different PN junction that they are able to scale and have many many factories in USA and in Asia ex China. They will be standing in any fallout and will make money. Only question is should I buy now or wait until it goes down to 150.
Malmqky Posted January 24, 2025 Posted January 24, 2025 4 minutes ago, Luke said: Tracker in Novo Nordisk Why this over Eli Lilly? Out of curiosity. I've looked into Novo recently, but biotech in general is just too complex for me I think. Especially valuing these companies. Novo is certainly a great company though.
Luke Posted January 24, 2025 Posted January 24, 2025 1 hour ago, Malmqky said: Why this over Eli Lilly? Out of curiosity. I've looked into Novo recently, but biotech in general is just too complex for me I think. Especially valuing these companies. Novo is certainly a great company though. Yeah, Biotech usually too complex for me too but i liked a lot about what i read regarding Novo so i bought a tracker
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