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07-14-2023, 04:13 PM | #13501 |
Fish are scared of me
Join Date: Nov 2001
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Posts: 40,637
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07-14-2023, 04:14 PM | #13502 |
Fish are scared of me
Join Date: Nov 2001
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I'll be giving my TSLY 10K investment update next week.
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Posts: 40,637
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07-14-2023, 04:24 PM | #13503 |
Seize life. Be an ermine.
Join Date: Jul 2001
Location: My house
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Posts: 143,051
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07-14-2023, 06:38 PM | #13504 | |
Supporter
Join Date: Apr 2007
Location: Scott City KS
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Posts: 57,867
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07-19-2023, 07:16 AM | #13505 |
Mod Team
Join Date: Sep 2011
Location: Valley of the hot as ****
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Totaled my return of all my investment accounts from the December 2022 bottom.
Up 27% since then and highest my portfolio has every been. Let’s go!!!! |
Posts: 46,120
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07-19-2023, 09:12 AM | #13506 |
Fish are scared of me
Join Date: Nov 2001
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Posts: 40,637
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07-19-2023, 09:48 AM | #13507 | |
Starter
Join Date: Aug 2019
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Quote:
Sold off a few stocks in the past week that I will be looking to reinvest. RCEL, WEAV, & ARAY have been on my watchlist, but struggling to pull the trigger on anything right now. |
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Posts: 556
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07-19-2023, 08:13 PM | #13508 | |
Mod Team
Join Date: Sep 2011
Location: Valley of the hot as ****
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Posts: 46,120
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07-31-2023, 01:53 PM | #13509 | |
Starter
Join Date: Aug 2019
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Quote:
ACHR is the other one I've been watching the past two weeks, but hesitant to pull the trigger on. Waited too long on that. Maybe I'll go in on a pullback. Anything interesting on anyone's watch list? |
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Posts: 556
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07-31-2023, 01:59 PM | #13510 |
MVP
Join Date: Feb 2007
Location: Liberty, MO
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Dish network is interesting. Deal with Amazon could really boost them.
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Posts: 16,318
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08-02-2023, 06:10 PM | #13511 |
MVP
Join Date: Oct 2006
Location: West of the Equator
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I'm laddering shorter term CDs. I had 2 mature recently. I thought rates might drop for longer term CDs, but they keep going up. The sweet spot is 1-year at 5.4%, but shorter and longer terms aren't much different.
Just some info for the savers. |
Posts: 13,720
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08-07-2023, 08:24 PM | #13512 |
Mod Team
Join Date: Sep 2011
Location: Valley of the hot as ****
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Everyone post what stock is your biggest individual holding.
I’ll go first. PYPL as a long term position started over the past year for me. |
Posts: 46,120
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08-07-2023, 09:02 PM | #13513 | |
MVP
Join Date: Mar 2004
Location: Helena, MT
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Quote:
I thought about Paypal, but ultimately decided the lack of moat and numerous alternative payment platforms - and perhaps more specifically, Apple pay and bank-related products such as Zelle which are infinitely more convenient in my view. I do think it will be fine now that it is far more appropriately priced than it was historically. A fairly tame gamble, if you will. |
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Posts: 18,627
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08-07-2023, 09:14 PM | #13514 |
MVP
Join Date: Mar 2004
Location: Helena, MT
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Oh but my biggest holding is actually a tiny little canadian company that manufactures aerospace parts. I am counting on a significant bounceback in cash flows following the roller coaster ride in airplane manufacturing rates. Also the company will never trade for what its worth, so literally just a cash flow drip forever type investment. I think they had EBITDA of 250MM canadian with pre-covid but their market cap has ranged around 300MM to 450MM post-covid. Precious little debt, tangible book well above their market cap, and while they don't possess a strong moat since they do fairly commoditized manufacturing, it kinda seemed like a long-term no brainer even if the cash flow has taken forever to bounce back.
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Posts: 18,627
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08-07-2023, 09:36 PM | #13515 |
Seize life. Be an ermine.
Join Date: Jul 2001
Location: My house
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My biggest is probably still Google, but Nvidia is really close. Or maybe even the top now.
As a buy and hold guy in general, it's probably no surprise that my biggest holdings are Google, Nvidia, Microsoft, and Amazon. Right now, I've got as much in CDs as those four stocks combined, though. |
Posts: 143,051
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