TOPIC: The market and looking from the view of gamers

I personally have always trusted gamers when it comes to finding good trades in the market. With a difference in stock prices versus street level insights that covid is spiking...anyone have some good trade ideas from today...I know about TSLA and NVDA etc. they are fun to talk about, but is it still a run to go?


For me personally, I am in both as well as MSFT, RGR and SWBI.

TSLA...small position...won’t retire from my holding
NVDA...normal position...AI, gaming, graphics -are king
MSFT...only cloud play not competing with other sectors..
RGR and SWBI ...with defund police etc,(not concerned politically...just the trade) typical reaction is a consumer buy-up of defensive means

there used to be something called "the golden dozen". they were 12 companies that never posted a quarterly loss since they went public..if my memory serves me right and this is old information. but it might point you in the right direction.

sante fe railroad
union pacific railroad
abbott laboratories
Pfizer laboratories
coca cola
Heinz
rj Reynolds

that is all I recall.

Watch Disney, they are taking a beating but they own do much IP they will recover.

Facebook is also midway through an adpocolipse (Zuck just told them pound sand) but I think their stock has mostly already recovered. Wouldnt stock with this one to long with regulation possible but could be worth it for the short term.

Picc wrote: Watch Disney, they are taking a beating but they own do much IP they will recover.

Facebook is also midway through an adpocolipse (Zuck just told them pound sand) but I think their stock has mostly already recovered. Wouldnt stock with this one to long with regulation possible but could be worth it for the short term.

I'm a long-term stock fan of Disney also. The amount of top IP they own is unparalleled, and I think Disney+ has a lot more growth coming.

Mike Steele wrote:

Picc wrote: Watch Disney, they are taking a beating but they own do much IP they will recover.

Facebook is also midway through an adpocolipse (Zuck just told them pound sand) but I think their stock has mostly already recovered. Wouldnt stock with this one to long with regulation possible but could be worth it for the short term.

I'm a long-term stock fan of Disney also. The amount of top IP they own is unparalleled, and I think Disney+ has a lot more growth coming.

I’ve owned Disney stock since 1998. In addition to what others have said, it has a nice dividend. So far we are doing dividend reinvestment.

try googling "dividend kings" or something like that.

I seem to remember several utilities on that list.

with global warming, you might want to check out companies in air conditioning, or fields related to it; Freon production, parts, etc.

I would imagine non-typical energy production would be wise. wind and solar and all their related fields.

Harlax wrote:

Mike Steele wrote:

Picc wrote: Watch Disney, they are taking a beating but they own do much IP they will recover.

Facebook is also midway through an adpocolipse (Zuck just told them pound sand) but I think their stock has mostly already recovered. Wouldnt stock with this one to long with regulation possible but could be worth it for the short term.

I'm a long-term stock fan of Disney also. The amount of top IP they own is unparalleled, and I think Disney+ has a lot more growth coming.

I’ve owned Disney stock since 1998. In addition to what others have said, it has a nice dividend. So far we are doing dividend reinvestment.

I got Disney stock when they bought Marvel and my Marvel stock converted to Disney stock. I agree it has a pretty good dividend, except for this summer when they cancelled it.

The alphabet stocks seem pretty unstoppable. I read recently that pretty much all the gains in the overall market from the last couple of years were from those few stocks, subtracting them and the overall market was flat.

Mike Steele wrote:

Harlax wrote:

Mike Steele wrote:

Picc wrote: Watch Disney, they are taking a beating but they own do much IP they will recover.

Facebook is also midway through an adpocolipse (Zuck just told them pound sand) but I think their stock has mostly already recovered. Wouldnt stock with this one to long with regulation possible but could be worth it for the short term.

I'm a long-term stock fan of Disney also. The amount of top IP they own is unparalleled, and I think Disney+ has a lot more growth coming.

I’ve owned Disney stock since 1998. In addition to what others have said, it has a nice dividend. So far we are doing dividend reinvestment.

I got Disney stock when they bought Marvel and my Marvel stock converted to Disney stock. I agree it has a pretty good dividend, except for this summer when they cancelled it.

Until the parks are running at full tilt (probably not until 2022) I wouldn't count on any dividents.

I had Disney but closed it today. Orlando is panicked. Still think Disney can be had around 108

I recommend taking positions in companies currently being hammered.

American Airlines and United Airlines are examples of companies too big to fail (either one failing would cripple most International travel and have massive cascading impacts in the economy.) They will rebound but it will take time.

American Express - great dividend stock. This stock was the key to Buffett's success (he still owns 18% of the overall shares). Strangely, it got hit when investors bailed on credit card companies due to fear of borrower defaults. AXP, however, requires a better credit rating to get their cards so they are more sheltered from it.

Personally, I can't invest in AXP due to conflicts of interest but it is part of blind index investments I have.

There are two sectors I am considering putting in positions for:
1. Covid vaccine research firms. Quite a few of them have low stock prices. It's worth taking a bet on 5-10 of them knowing only 1 may pay off. The one that does pay off should improve dramatically, the others will take slight losses. This would only be for the next 1-2 years with the plan of selling off immediately after they get FDA approval and big orders start coming in. The euphoria will drop off after that once people realize the supply chain challenges of distribution will be a slog and take time.

2. Real estate investment companies. This is more of a long play. With mortgage defaults coming en-masse next May-June (when forbearances end), there will be a lot of real estate moving into the hands of investment firms. That will give them more control of market rates likely meaning a stronger long term position 5-10 years out. In a way, I hope I am wrong on this one but I doubt it.

My 2 cents worth...

Fred

Jamie Campbell wrote: I had Disney but closed it today. Orlando is panicked. Still think Disney can be had around 108

I’ve had that stock so long that the capital gains for jumping out would be a killer. I’m taking the long view on this one.