Stocks

[Pimpin]

You absolutely should buy DIS, I just exited my position yesterday so it's bound to fly.

@Adriano is Dollar General a buy now? It will do well with a recession no?

 

[Adriano@10]

@Adriano is Dollar General a buy now? It will do well with a recession no?

Yeah it should... But i was thinking that a couple of months ago and am underwater on my initial investment although just a smal position it does kind of suck..
Problem here is that i have no historical data of them going through a recession as they IPOd in 09 so in the midst of a recession... They did outperform the sp 500 in those first years though...
As i pointed out some posts ago i really like their mgm and think they ve done a great job in terms of capital allocation/mgm...
I m not buying right now mainly cause i think markets are still a bit ignorant to what i think is comming and well go lower from here out..
Also i think purely psychological the stock can be bought for under 100usd within the next 3 to 6 months... (ofcourse thats very speculative)
On top of that a div yields of 2.2% and a P/e of 10 in a stock that should be recession prove dos not sound to bad as in i think the risk/reward is rather appropriate here. To be honest my main concern is when consumers move down to lesser stores/ brands i m not sure if WMT is to big and will capture the bulk of these consumers. Also i f we re wrong and there is no recession with DG atleast you still end up owning a good business....


In other stock news TKO is getting interesting to me as there are rumors Vince Mcmahon will be selling his entire 3 bio holdings.. with a market cap of 14bio selling 3 bio worth of stock is gonna put some downward pressure on the stock... Since i ve been intrigued with investing in to wwe and UFC even though i personally dont consume their products i think they are still growing in the general population and there is still a lot of upside in monetization. Been sitting on the sidelines thoug MCmaho exiting might just provide a good opportunity to enter the stock.
Ofcourse this is very speculative and the sources are questionable at best. Just in case anybody eelse has been sitting on the sidelines this is something to keep your eyes on.

EDit: Just came across kashkaris most recent interview, he seems to be teasing another riase... Just my two cents

 

[Pimpin]

Oil going to 100

 

[Pimpin]

anyone looking at FMC?

 

[Adriano@10]

anyone looking at FMC?

Nah man to complex of a core business form e to make a call either way... Like dont get me wrong their precision agricultural products seem very promissing but i dont know nearly enough about farming especially on a big scale to make any calls based on their products. Neither do i know anybody who would.
Price and analysts ratings look fine though...

 

[Pimpin]

Nah man to complex of a core business form e to make a call either way... Like dont get me wrong their precision agricultural products seem very promissing but i dont know nearly enough about farming especially on a big scale to make any calls based on their products. Neither do i know anybody who would.
Price and analysts ratings look fine though...

I will ask my contact for his thoughts.

btw, my thoughts are that these companeis are being "repriced" on 2-3% percantage points lowering of guidance. Adyen, Worldline, today sanofi (down 16%).. its just over reactions, no way in fucking hell a 2-3% pb is a warrant for these sell offs..

 

[Adriano@10]

Getting absolutly destroyed these last couple of days on my copper play and a few others.....

Fucken comoddities npv: 2.3 bio market cap: 101 mio getting fucken raped every day since the npv srudy is out.
Yes yes these projects go for less then the npv but the lower limit is usually 50% of npv....

 

[Pimpin]

Getting absolutly destroyed these last couple of days on my copper play and a few others.....

Fucken comoddities npv: 2.3 bio market cap: 101 mio getting fucken raped every day since the npv srudy is out.
Yes yes these projects go for less then the npv but the lower limit is usually 50% of npv....

i would steer away from new mining companies and biotech start ups , limit up or limit down, no inbetween.

Btw, did you see stoneco? akamai? hehe

 

[brehme1989]

Btw, did you see stoneco?

I saw your recommendation of StoneCo at $70ish, it's $12 now

 

[Pimpin]

I saw your recommendation of StoneCo at $70ish, it's $12 now

That's the joke

 

[brehme1989]

That's the joke

my wallet is not laughing

 

[Pimpin]

my wallet is not laughing

Blame affirm man..

 

[Adriano@10]

What a shit show around Open AI and MSFT and sam....
Anyays would have gladly let the guy walk who is the genius who came up with the fucken world coin... How smart can he really be?
Also after this saga imho everybody looks bad board of Ooen AI and MSFT...

 

[Adriano@10]

Now why the fuck would brazil wanna join opec+?

Also rip charles.munger one of the greatest to ever do it

 

[brehme1989]

So finally got some luck and decided to cash out on some of my stuff in profit (thought I had color blindness every time I looked at my stock porftolio)

Have a new position in PFE which I used to own. Most of the other actions was to buy low stuff I already own to drive my average cost down.


Got a few $ on the side that I could use, any suggestions out there?

 

[Adriano@10]

Lol imagine being surprised that google is actually leading the AI race....

Also wtf japan?

 

[Pimpin]

So finally got some luck and decided to cash out on some of my stuff in profit (thought I had color blindness every time I looked at my stock porftolio)

Have a new position in PFE which I used to own. Most of the other actions was to buy low stuff I already own to drive my average cost down.


Got a few $ on the side that I could use, any suggestions out there?

Check infra players in telecoms helios towers is v cheap

 

[brehme1989]

Lol imagine being surprised that google is actually leading the AI race....

Also wtf japan?

It's going to be a fun ride.

I still think RPA > GPT but try convincing the masses..

Check infra players in telecoms helios towers is v cheap

Is that LSE based?

 

[Pimpin]

It's going to be a fun ride.

I still think RPA > GPT but try convincing the masses..


Is that LSE based?

yeah its in the ftse 250 as well iirc

 

[brehme1989]

yeah its in the ftse 250 as well iirc

Yeah figured.

Not the kind of domain I can invest in right now with my LTV arrangement