SVTP stock pick thread.

Weather Man

Persistance Is A Bitch
Established Member
Joined
May 18, 2012
Messages
26,034
Location
MN
Last 2 days have been unfun. some opportunities in the Green space. HASI & CWEN are interesting.
 

VegasMichael

Well-Known Member
Established Member
Joined
May 31, 2010
Messages
6,538
Location
Empire State
InsiderTransactionTypeValueDateShares
COOK TIMOTHY D
Chief Executive Officer
Sale at price 171.42 - 173.18 per share.Direct41,498,284Oct 03, 2023240,569
ADAMS KATHERINE L
General Counsel
Sale at price 171.62 - 173.24 per share.Direct11,278,365Oct 03, 202365,536
O'BRIEN DEIRDRE
Officer
Sale at price 172.08 - 172.65 per share.Direct11,279,673Oct 03, 202365,536

Some Apple insiders dumping stock. Make of it what you will.
 

Weather Man

Persistance Is A Bitch
Established Member
Joined
May 18, 2012
Messages
26,034
Location
MN
Pounding all free cash into TLT and Bitcoin

Modern Barbell strategy

I was struck by NEP chart, which is being crushed, similarity to BTC. EU may ban crypto mining due to power consumption. Higher for longer not BTC friendly, watch out, the market turning on NEP was fast.
 

RUNVS?

Well-Known Member
Established Member
Joined
Mar 18, 2002
Messages
763
Location
Cypress, TX
I'm down over $20,000 in just one week.... $63,000 since July. More disturbing is that we're down $255,000 since January 2022, and that's without making any major withdrawals from our IRA. We've seen substantial losses on both sides of our 65%/35% bonds/stocks ladder. There are very few safe havens these days. Needless to say, Bidenomics is not working for us retirees.
 

BlckBox04

I am the liquor
Established Member
Premium Member
Joined
Dec 24, 2007
Messages
8,548
Location
NJ
I'm down over $20,000 in just one week.... $63,000 since July. More disturbing is that we're down $255,000 since January 2022, and that's without making any major withdrawals from our IRA. Needless to say, Bidenomics is not working for us retirees.
I feel ya man. I was 80k in the green in 22 I’m 30k in the red at the moment
 

MG0h3

Well-Known Member
Established Member
Joined
Jul 23, 2014
Messages
13,983
Location
El Paso, TX
Oooof. My personal brokerage is doing quite well.

401k isn’t very flexible. Got out of funds in April after grabbing 10% and have been in cash since.

Missed the huge run up over summer as I totally did not expect it. However I’m back to being ahead of the markets YTD.

Some really big firms have some options positions betting on sub 4000 S&P here in 4th quarter.


Sent from my iPhone using svtperformance.com
 

RUNVS?

Well-Known Member
Established Member
Joined
Mar 18, 2002
Messages
763
Location
Cypress, TX
God help us if the Democrats "win" (i.e. cheat) again in 2024. My wife and I have already started planning our "what if" actions if that happens. Part of which may include liquidating all of our tangible assets, obtaining a 5-year tourist visa, and moving to Belize, Panama, or some other central American country that is friendly to American ex-patriots.

The exchange rate currently works in our favor, too.... for now, anyway. The Democrats could easily screw that up within the next year or two.
 

Weather Man

Persistance Is A Bitch
Established Member
Joined
May 18, 2012
Messages
26,034
Location
MN
Let the ass kicking commence.

Jobs growth surges past consensus in September; unemployment stays at 3.8%​

 

Users who are viewing this thread



Top