STOCK MARKET: Let's talk stocks and investing

Well..found this on a site somewhere.

 

This is from last year... https://www.gurufocus.com/news/898907/warren-buffett-on-his-10-rule

 

He wants to make money moves without announcing it to the world. And once they bump up the percentage to 25, he will be making a lot more moves.

And you really think a company like his didn't know he was going to go over 10% for delta? give me a break
""What I didn't realize was that that purchase had taken us over 10%. I was already in territory I didn't plan to get, so I just decided to buy a whole lot more stock."

I am not trying to attack the man, clearly he is successful at what he does but I don't buy his explanations.

 

Yer not pickin up wut I'm puttin' down.

He went over 10% because of Delta's stock buybacks. That was the "mistake". He sold to get under 10%. He did the same this year. He's still at 9 point something % ownership, I think. He hasn't dumped his shares like you're making out. lol.

https://seekingalpha.com/news/3446622-buffett-says-delta-stake-rose-above-10-mistake

 

Same thing with southwest then? Buybacks?

 

https://seekingalpha.com/news/35588...-production-30minus-35-continentals-hamm-says

Anyone whos not investing in oil at these prices is crazy. There's no way in hell there's not an agreement made this week between KSA and Russia this week.

 

No idea. I did find before the sale, he owned about 11% of Delta and a bit over 10% of Southwest, so maybe the same reason. But is he not allowed to sell? FYI : they at one point did own 4 airline stocks (not sure now). Of the 4, I think he runs the buys/sales of 2 or 3 of them and the 4th company's shares is run by somebody else at Berkshire. I'm sure it'll be asked at the shareholders meeting in May.

 

What do you mean "oil" specfically? Crude? Shale is going out of business... plenty of midsize companies will go belly up and their market share taken over by the bigger players. alot to invest in, from REIT to tech to supply chain systems... but I would be cautious investing in oil outside of the majors.

 

There wasn't a global shutdown in February - he was probably buying the dip on a long-term investment from what seemed like a short-term China problem. I expect, like everyone else, he didn't project the whole world to shut down a few weeks after he bought the stock.

 

Cummins and DuPont Partner to Make N95 Mask Alternative
Cummins has made N95 mask prototypes combining its filtration technology with DuPont's to address mask shortages in the wake of the COVID-19 pandemic.

Apr 6, 2020 at 2:48PM

https://www.fool.com/amp/investing/...d-dupont-partner-to-make-n95-mask-altern.aspx

 

Have we reached the bottom already? Market seems to be recovering well

 

Well, I sold a large majority of my stocks on March 12th or so and now the SP500 is at the same level it was when I sold.

I am going to ride it out because I still feel like there will be a decline; however, this bump was not what I expected.

 

Nice look at the macro and historical trends.

 

I'm a young guy. All my plays are retirement/very long term. I pretty much only buy index funds. I'm not into buying individual stocks. However, I bought $500 of Southwest Airlines today. Trading around $34 today and were trading at around $58 in February. Feels like a pretty safe long term play.

 

Well guys I pushed the doomsday button and sold everything I own. Just a gut feeling things won't be this high again for a bit. Want to buy in hopefully if things drop again. Hope I did the right thing

 

Trump cant let the Shale industry go bankrupt as its a matter of national security. If we become oil-dependent again it'll only be a matter of time when OPEC and Russia start manipulating the price and Oil will be 80+.

A lot of people don't understand that once a drill is closed off it takes a considerable amount of time for it to go operational again. Once the world economy opens back up demand will outpace supply and we'll see a V shape recovery in oil prices. Oilx and USO at these prices are bargains if you're willing to wait a few months.

I love watching Real vision and miss raoul paul analysis but they are too bull'ish on Bitcoin.

 

Would love your thoughts on this @CCity Zero

 

Anyone here looking at USCR (Us concrete)? It looks like a 4th stimulus is all but certain and there's bipartisan support for a big infrastructure spending stimulus. As an industry leader ready-mixed concrete it looks prime for a huge rally. Trading at a really good discount and there's massive upside in the near future. Look like a really juicy stock and everyone should keep it on their radar.

 

Man I had lost all my gains last week, then between yest and today I gained it all back in the AM. But my sell order limits were a just a hair higher and by the time I decided to lower it, prices had shifted down.
Yest I gained back 50%, today the other 50%...end of the day, lost today's 50% gain. lol.
Lets hope there's 1 more bull run tomm so I can cash out.

One thing I can say is, don't look at a company's previous share price to think it will return to that share price anytime soon or ever. Maybe it will go well beyond old highs, or drop to 50 cents for all we know.
Look at the future of the company and see if they will stay in business and if the stock price reflects that.

Zoom video was trading at 160 few days ago because everyone was on the work from home bandwagon buying...then the company got bad publicity about privacy issues...now down to 110ish. It's probably going to drop to 60 by soon.

 

What shocks me more is if we really did reach a bottom then that tells us a lot about the macro picture of equities as a whole. The central banks around the world would never allow true price discovery due to the nationalization of our equity markets. When America transitioned from a pension system to a 401k we essentially nationalized the stock market. It blows my mind how the Fed has grown its balance sheet to 6 trillion dollars in a matter of weeks. The feds balance sheet right now is of the same value then it was back in 2009 which is astonishing. Now we're talking about the Feds creating backstops for REIT's and provide trillions of dollars in liquidity for that sector.

There is absolutely no reason equities shouldn't fall another 30% seeing how the world economy has literally been closed down for months. If we truly have bottomed out then anyone in the future who doesn't invest in the stock market is a fool. The central banks would always create an artificial floor. If the above is true then we're living in a corporate socialist country yet we run around calling ourselves capitalists. It's mind-blowing how the average American is so out of touch of what's happening.