04-08-2020, 03:20 PM | #332 |
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I am pretty sure he's expecting the prices to go down as the earnings report won't be pretty.
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04-08-2020, 03:42 PM | #333 |
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This. Once they are public.....things should dip and the stuff we have been looking to pull the trigger on should be even more appealing.
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04-08-2020, 04:03 PM | #334 |
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I also think its false hope right now that the worst of covid19 is behind us in north america. I think it will have a another dip in April before it turns around in May-June. That's my prediction, so I am not jumping in just yet.
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04-08-2020, 04:10 PM | #335 |
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Once things dip I plan on buying AMD,
Apple, and Boeing stocks. |
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04-08-2020, 04:33 PM | #336 | |
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Murf |
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04-08-2020, 04:38 PM | #337 | |
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After that....I think we will see the market do what it's done the last 10 days or so....and continue until the Q2 reports come out.
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04-08-2020, 04:43 PM | #339 | |
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04-08-2020, 06:04 PM | #340 | |
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Already have limit buys in place, going in $5K at a time. |
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04-08-2020, 06:51 PM | #341 | |
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I have the account funded and ready!
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04-08-2020, 08:43 PM | #342 |
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Economists say 2nd quarter will be worse and then recovery
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04-08-2020, 09:08 PM | #344 |
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Wall Street is already expecting bad q1 and q2 earnings. Current pricing should reflect that for the most part.
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04-08-2020, 09:19 PM | #345 | |
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Really stupid question: is there a specific web site or app to get the early news about companies quarterly financial numbers? Do they come out at specific times? (Like first two weeks of April for example?) or just googling it will do the trick? I’m probably overthinking it. |
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04-08-2020, 09:33 PM | #346 |
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I'd be trading options....just more than I do today......
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04-08-2020, 10:03 PM | #347 | |
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Quarterly reports are usually available a few weeks after close of quarter. I haven't seen an inverse correlation in market and case numbers, or even market and unemployment numbers. I might be missing something, but I think movement is more dependent on social distancing guidelines. There's no way it's not going back down when Q2's comes out though. I mean, the DOW is only 15% off last year's average. With a predicted GDP decrease of over 30% by Morgan Stanley & Goldman I think the worst is yet to come. |
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04-08-2020, 10:07 PM | #348 | |
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If you're a long term investor (time horizon >5 years) and investing in an index you should start investing ASAP. |
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04-08-2020, 11:45 PM | #349 | |
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The reason I pick Xilinx (I do like Lattice also) over Intel (formerly Altera) is because I've used both at work and the Intel software and support is lagging in comparison. I think that the ex-Altera guys are good, but Intel management has done them no favors. Xilinx is focused on one thing and one thing only. FPGAs will always be second-class citizens at Intel IMO. Lattice covers the low-end and low power segment well, but I like Xilinx for the bigger stuff. There's some other interesting competitors like Achronix and Microsemi, but Xilinx is the 100 lb gorilla of FPGAs. I'm not a big investor, but when it comes to picking single stocks I like to stick to what I like to use myself. I don't see anyone dethroning NVDA in the GPU market for a long time, even if AMD has competitive hardware they are going to have a hard time getting people to abandon NV's software stack. Most developers just use CUDA by default and it's going to take a large investment and a lot of time from AMD and Intel to change that. On the other recommendations, I think Texas Instruments and Analog Devices are making really excellent parts these days (as usual) and should continue to get design wins except in low-end / low-cost electronics. They probably aren't huge growth stocks or anything, though. I just think they will continue to be performers. For CPUs, I do own AMD stock and I like AMD in the medium term (2-3 years) simply because the product is very good and their market share in the datacenter is tiny and has room to grow. I feel like it's only a matter of time before Intel rights the ship though, so longer term I don't see how AMD can compete with that R&D budget if it's properly used. Intel got caught with their pants down, but they aren't stupid. Last edited by chris719; 04-08-2020 at 11:57 PM.. |
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04-09-2020, 12:07 AM | #350 |
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I've been buying and selling for a small profit. I didn't start buying for long term investment yet.
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04-09-2020, 06:34 AM | #351 | |
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I do like it's position in FPGA, but Xilinx is getting too many hold ratings presently for me to go in. I had a good ride about a year ago, though, so will continue to watch it. But: "The technical condition of XLNX is improving. Some of the indicators have turned positive suggesting that a bottom in the stock price has likely occurred. The stock is outperforming the market when compared to the S&P 500 over the last 50 trading days. " Great info on the other stocks also! Murf Last edited by Littlebear; 04-09-2020 at 07:00 AM.. |
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