Stocks to Watch Thread

[The Wizard of Moz]

also are vulnerable if coronavirus is still an issue this spring/summer.

Indeed. Just did not expect to see an 11% when I typed it in. Might be the highest I’ve ever seen for a stoxk with a market cap over a billion

 

[The Wizard of Moz]

Just moved 80% of my Ally account to Ameritrade. Will probably pick up some Amazon and Apple today, but will continue to dollar cost average in in case this continues to get worse. I feel like I’ve done a lot of buying but I’m really only ~30% in equities now so I feel like I’m in a good spot

Just did an inventory. I’m at 35% equity. I think I might be pussyfooting around a little too much. It’s tempting to wait for better prices, but there’s always the chance they never come.

I bought some Delta. Airlines have gotten pounded and I really find it hard to believe the government wouldn’t bail out most of the airlines if it came down to it. Which is also fucking remarkable to me that after one bad month the talk with airlines is bailout

maybe don’t pay afucking dividend if you have such a small provision for adverse deviations that mere weeks into a bad scenario the talk is already on being backstopped

 

[Hurl Bruce]

This doesn't look good. Y'all have the same advice to leave things alone in my 401k?

Dow futures in the last hour.

 

[Kouki]

I don't necessarily care about individual stocks...when is the right time to invest? Now? Ride it out another week? Month?

I have a bunch of liquid money...probably just dump like +20k in my Acorns account.

Before the Coronavirus it was around +11% (after fees, which are dirt cheap) but I didn't have a ton of money in it.

I'm using "aggressive" portfolio which is:
20% Vanguard VEA (intl large stock)
40% Vanguard VOO (S&P500)
20% Vanguard VB (small stock)
10% Vanguard VWO (emerging)
10% Vanguard VNQ (real estate)

 

[The Wizard of Moz]

I’ll just highlight that a day after people said it’s not getting better any time soon and you’re a fool if you’re in stocks (not in here, I view a few different stock forums) the market rallied 10%.
@Mr. Orange put it greatly in another thread which I’ve already stolen. They don’t ring a bell at the bottom.

kouki, this is not investment advice etc etc. but what I do is cost average into the market. So if I have 100K I’ll put 10-20K in at a time. That way if markets continue to fall I didn’t use all the bullets in my chamber. Doing this my cost average is about 10% down since I started investing on this slide (whichwas WAY before the bottom)

no one knows when the bottom is going to happen, but if you don’t use all your bullets at once you can remain ready to deploy more if things got worse.

just make sure you consider your time horizon for the funds and have a plan you think out before markets open because when things get melty it’s difficult to not be emotional

 

[Mr. Orange]

I’ll just highlight that a day after people said it’s not getting better any time soon and you’re a fool if you’re in stocks (not in here, I view a few different stock forums) the market rallied 10%.
@Mr. Orange put it greatly in another thread which I’ve already stolen. They don’t ring a bell at the bottom.

kouki, this is not investment advice etc etc. but what I do is cost average into the market. So if I have 100K I’ll put 10-20K in at a time. That way if markets continue to fall I didn’t use all the bullets in my chamber. Doing this my cost average is about 10% down since I started investing on this slide (whichwas WAY before the bottom)

no one knows when the bottom is going to happen, but if you don’t use all your bullets at once you can remain ready to deploy more if things got worse.

just make sure you consider your time horizon for the funds and have a plan you think out before markets open because when things get melty it’s difficult to not be emotional

This is the way to do it. Who knows what next week will bring but if u buy a bit on the way down and a bit on the way up, should be happy 1-2 years out. But this isn’t time to be heroic yet. I think Europe is totally fucked

 

[Mr. Orange]

Are global franchises like Nike, duopoly stocks like Airbus, tech giants like Google and Microsoft really worth 25% less if the world slows for 2-3 months? I mean, are the future profits worth 25% less?

Ok maybe they were in a bubble, but once we come out of this, interest rates are gonna be so freaking low, there will be pent up demand, there will be stimulus packages, and the plumbing is still working in finance. My company called about our line of credit and the bank said it's ready to go, no issues, balance sheet is fine. In 2008 it was like....uh....about that line....

 

[Jake]

I think the market will come back as strong as ever, just like it has been doing, as soon as this virus situation is under control. I still have all my shares even though their values have declined recently. I'm a long time mutual fund guy.

 

[KI4MVP]

I think the market will come back as strong as ever, just like it has been doing, as soon as this virus situation is under control. I still have all my shares even though their values have declined recently. I'm a long time mutual fund guy.

I've kept all of my investments too, started buying more as things fell, not buying anything now.

 

[BMAN]

Would it be dumb to put some shares of Tesla into my Roth? Thinking of pulling the trigger.

 

[bob2the2nd]

Would it be dumb to put some shares of Tesla into my Roth? Thinking of pulling the trigger.

I think the volatility is still too early to jump in right now. Great deals to be had every where, i just worry we arent close to bottom yet.

But that's just me. If Corona virus really takes off market will plummet. If we can halt it soon market will recover

 

[BMAN]

I think the volatility is still too late to jump in right now. Great deals to be had every where, i just worry we arent close to bottom yet.

But that's just me. If Corona virus really takes off market will plummet. If we can halt it soon market will recover

Too late or too early?

 

[bob2the2nd]

Too late or too early?

too early. ill go back and change

 

[Out of the Rafters at the Q]

I think the volatility is still too early to jump in right now. Great deals to be had every where, i just worry we arent close to bottom yet.

But that's just me. If Corona virus really takes off market will plummet. If we can halt it soon market will recover

If we hit a total loss of 60% of initial value, or 4 weeks into this thing, I plan on buying back in at that point.

They are completely arbitrary figures and have no science or insight to back them up.

 

[bob2the2nd]

If we hit a total loss of 60% of initial value, or 4 weeks into this thing, I plan on buying back in at that point.

They are completely arbitrary figures and have no science or insight to back them up.

do you consider that we are on week 2?

also I have been trying to pick a financial advisor lately and the 1 told me that after every recession (or major drop) the stock market has always recovered within 36 months, and most of the time its a lot faster than that. Something to keep in mind