SVTP stock pick thread.

MG0h3 said:

I think Netflix is close to being a little oversold. We’ll see. Down at @20 PE now.


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They have said they are planning to lose subscribers through 22

CompOrange04GT said:

They have said they are planning to lose subscribers through 22

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Yep. And I believe they will.

You can stream movies off the direct tv app now. Some content is different but how much tv can you watch.

I do think they’ll pivot and bring ad revenue in


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Thoughts on honeywell?

Been eyeballin it a bit lately

Anyone buying GOOGL right now? It's dropped from 2900$ to 2200$ish. I picked up 6 shares yesterday.

Man, the last few days making me airsick.

Bought more ARRY this morning. Management bought another company within the past few months so they must be feeling at least somewhat good about their prospects. Like everything else, the stock is waaaay off it's highs.

HY looking attractive, but the headwinds are fierce.

I'm shocked no one has made a thread about today's negative GDP print.

We're already 4 months through our recession in all likelihood..... the market priced it in before we could even realize what was happening.

FED's gonna need to pause on these ratehikes soon.

q6543 said:

I'm shocked no one has made a thread about today's negative GDP print.

We're already 4 months through our recession in all likelihood..... the market priced it in before we could even realize what was happening.

FED's gonna need to pause on these ratehikes soon.

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Yay Diversification. LMT is carrying my ass LOL

q6543 said:

I'm shocked no one has made a thread about today's negative GDP print.

We're already 4 months through our recession in all likelihood..... the market priced it in before we could even realize what was happening.

FED's gonna need to pause on these ratehikes soon.

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Pretty sure you’ve said we weren’t going to have a recession multiple times….now we’re already in one?

What changed?


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MG0h3 said:

Pretty sure you’ve said we weren’t going to have a recession multiple times….now we’re already in one?

What changed?


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Portfolio Value

Well the negative GDP print from today, but you're right... if we are positive in Q2 then it's just a growth scare.

And maybe it is just that... now that I think about it 3 month 10 year never inverted.
If we actually are in recession right now, that would be a 1st in all of history.

Great point!, probably just a q1 growth slowdown... we should have this cleared on July 28th.

q6543 said:

Well the negative GDP print from today, but you're right... if we are positive in Q2 then it's just a growth scare.

And maybe it is just that... now that I think about it 3 month 10 year never inverted.
If we actually are in recession right now, that would be a 1st in all of history.

Great point!, probably just a q1 growth slowdown... we should have this cleared on July 28th.

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You underestimate Plug's ability to **** things up.

Crazy day, it's like everyone said **** it, I am buying everything.

.

Netflix says it loses subs … crash

Twitter says it lied about numbers: growth

I get the Elon thing … but still.

Damn.... Amazon stabbed this rally in the back. Apple might as well kitchen sink it and get a bear market on the books now. Jfc.

q6543 said:

Damn.... Amazon stabbed this rally in the back. Apple might as well kitchen sink it and get a bear market on the books now. Jfc.

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LOL weeeeeeeeeeeeeeeeeee!!

q6543 said:

Well the negative GDP print from today, but you're right... if we are positive in Q2 then it's just a growth scare.

And maybe it is just that... now that I think about it 3 month 10 year never inverted.
If we actually are in recession right now, that would be a 1st in all of history.

Great point!, probably just a q1 growth slowdown... we should have this cleared on July 28th.

Click to expand...

July 28, 2023?

Start watching mortgage loan originations before you guess clearing this anytime soon.

There’s assholes all over in my neighborhood with nearly as much vehicle value in their driveway as what they originally paid for their homes. We all know where the money came from. BS stim and Helocs.

They are broke, they just don’t know it yet.


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No, 2022... that's Q2 gdp print date... if it's negative, we'll know we've been in recession. If it's positive then Q1 being negative was just a growth scare.