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SOOPOO
SOOPOO
Joined: Aug 8, 2010
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March 27th, 2020 at 6:33:16 AM permalink
Quote: Suited89

I agree, the worst has not passed. Note to investors the recent stock market can best be described as 'window dressing', with Quad witching and 'quarterly-rebalance' in starring roles.

IMHO, the immediate gains in the past 3-5 days are expected to vanish in the next 3-5 days.

Suited89



Agree. Today Id bet Dow sheds 1000. There are some companies that will come back fine. But there are enough that this might signal the end. I think my Ford bond is now considered a junk bond.
Suited89
Suited89
Joined: Dec 23, 2019
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March 27th, 2020 at 6:49:15 AM permalink
Ford bonds DID get down-rated yesterday afternoon AFAIK.

I've actually heard whispers that this is a consolidation of huge proportions, by huge companies that can survive vs. those that can't. I agree with that rumor, as ultimately, that is what the end is, a redesigned business/financial/economic landscape, the literal wheat and chaff.

Regards
Suited89
some people need to reimagine their thinking
SOOPOO
SOOPOO
Joined: Aug 8, 2010
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April 18th, 2020 at 9:17:08 AM permalink
Update......

I retired 9/1/2019. There will be no deposits or withdrawals from the WoV stock portfolio. The value of this portfolio is essentially UNCHANGED from 9/1/2019 to 4/17/2020.

It is my best performing stock/bond portfolio. My overall value of all stuff is down around 3%.

Funny thing, if someone would have told me on September 1 there would be a slight decrease in the market by mid April I would have been totally accepting of it, and not really think much of it.

How different the way it happened was!
SOOPOO
SOOPOO
Joined: Aug 8, 2010
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April 30th, 2020 at 10:04:20 AM permalink
Quote: SOOPOO

WoV portfolio up 52% from inception. I don't pay attention specifically, but likely lags 'the market' due to me buying bonds over the last 2-3 years. I buy individual bonds, not funds, so I get a locked in return assuming I keep them to maturity.



Dug back and found this post. Up 56% from inception now, so up around 3% since August 13. How is it possible the market is up today when compared to August 13? As I ponder this all...... Had I been in a cave since August 13, and came out to have my portfolio up a few percent I wouldn't even give it any thought....

Wife has been advising me recently.... Bought GLD.... up 10%..... SCI..... even... AMGN.... up a few percents Abott.... up 15%!
Bought PSX from rec from B in Law... up 20%!
Bought more O..... when it dropped below 50 couldn't resist. Up 8%.....
Just bought HON and MMM today.... wife thinks N-95 mask makers are about to explode in sales....
Also bought BUG.... because son is the entomologist!

All this UP stuff does not make up for my panic sale of VOO (S &P 500 ETF) on the way down......

Also, lots of my bonds are maturing or being called, and are being replaced with ones that pay far less interest.
Gialmere
Gialmere
Joined: Nov 26, 2018
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April 30th, 2020 at 11:08:12 AM permalink
There's an interesting theory recently put forth by Data Trek Research suggesting that the reason Wall Street isn't tanking is because the country's casinos are closed.

Full Story at Yahoo! Finance
Have you tried 22 tonight? I said 22.
SOOPOO
SOOPOO
Joined: Aug 8, 2010
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Thanks for this post from:
beachbumbabs
May 4th, 2020 at 1:39:46 PM permalink
Bought a little more Berkshire Hathaway at its bottom today. I liked what Buffet had to say. I can't disagree with his take on Airlines.
100xOdds
100xOdds
Joined: Feb 5, 2012
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May 11th, 2020 at 11:49:17 AM permalink
i want to buy SPNE (SeaSpine Holdings Corporation) for this dumb reason:

if you google Spne, the top result is the Wiki of Subgame perfect equilibrium.
What is Subgame perfect equilibrium you ask?
In game theory, a subgame perfect equilibrium is a refinement of a Nash equilibrium used in dynamic games.

it goes perfectly with this forum.
Craps is paradise (Pair of dice). Lets hear it for the SpeedCount Mathletes :)
SOOPOO
SOOPOO
Joined: Aug 8, 2010
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May 11th, 2020 at 11:56:34 AM permalink
Quote: 100xOdds

i want to buy SPNE (SeaSpine Holdings Corporation) for this dumb reason:

if you google Spne, the top result is the Wiki of Subgame perfect equilibrium.
What is Subgame perfect equilibrium you ask?
In game theory, a subgame perfect equilibrium is a refinement of a Nash equilibrium used in dynamic games.

it goes perfectly with this forum.



I bought 100 of SPNE on your recommendation.
SOOPOO
SOOPOO
Joined: Aug 8, 2010
  • Threads: 108
  • Posts: 6703
June 1st, 2020 at 3:44:00 PM permalink
Quote: SOOPOO

Now at its all time high of up 52% from inception. Disney run up put it over the top.
2 have more than tripled WWE, MA
5 have more than doubled AAPL,, FB, CSCO, COST, ILMN

And then there is NTEK.....



14 months ago...... Portfolio was up 52% from inception...... Today up 62% from inception...... Uneventful 14 months...????????
I think not!!!!!
darkoz
darkoz 
Joined: Dec 22, 2009
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June 1st, 2020 at 7:19:56 PM permalink
I recommend Cydy Cytodyn.

Their drug Leronlimab is being clinically tried for Covid-19 treatment as you know from my other thread.

Ihad purchased 1300 shares a few weeks ago.

Friday I added another 2000
For Whom the bus tolls; The bus tolls for thee

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