Official Investing Thread

Discussion in 'The Mainboard' started by Joe Louis, Jul 12, 2010.

  1. fish

    fish Impossible, Germany
    Donor
    Los Angeles DodgersLos Angeles RamsLos Angeles KingsSouthern California Trojans

    Watching "Family Feud"... a commercial for Weight Watchers with Oprah comes on.

    Wife: "What does the chart for WW look like? Covid might scare people into losing weight."

    [​IMG]

    It's gotta have another run in it, methinks. Oprah signed through 2025.
     
  2. burnttatertot

    burnttatertot may contain traces of nuts
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    Washington State CougarsSeattle MarinersHartford WhalersSeattle SupersonicsMetal

    Pretty sure I could slap the term "Cloud Based" on my dog and she could IPO as a 40 billion dollar company.
     
  3. Ralph

    Ralph Well-Known Member
    Donor

    Hey, that stock is on sale 10% off I'll buy some. Hey, that stock is on sale 20% off I'll buy some more. Hey, that stock is on sale 30% off I'll buy some more. Hey, that stock is on sale 40% off I'll buy some more. Hey, that stock is on sale 50% off :killme:
     
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  4. Baseballman86

    Baseballman86 Well-Known Member
    Alabama Crimson TideAtlanta BravesAtlanta Falcons

    FUBO is crushing me, and yet I think I'm going to buy a little more. Might just go down with the ship.
     
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  5. Det. Frank Bullitt

    Det. Frank Bullitt God Bless Texas
    Donor TMB OG
    Texas LonghornsManchester United

  6. letan

    letan Just looking for the gator board
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    Real MadridJacksonville JaguarsFlorida GatorsTampa Bay Rays

    The Milkman how we feeling about vale and the other miners? I’ve been holding vale March calls for a few months and it got ugly for awhile but been a big week and I’m back up 20% now
     
  7. The Milkman

    The Milkman Send lawyers, guns and money, shit has hit the fan
    Donor

    I’m still holding Vale and SBSW stock as a dividend play. Closed out calls for nice profit on the spike a few months ago.
     
    letan likes this.
  8. Chumbolone

    Chumbolone Wigglin’ my toes on a mink rug…
    Indiana HoosiersNotre Dame Fighting IrishChicago CubsIndianapolis Colts

  9. Arliden

    Arliden Well-Known Member

    It should peak here in Q1 (probably just did) and start to go down as the year over year comps get tougher. Overall with energy prices staying high (which translates to food) and owner equivalent rent continuing to be elevated inflation will stay sticky and above the 2% Fed target.
     
  10. Arliden

    Arliden Well-Known Member

    More evidence of China stimulating its economy. I have a minor position and I want to jump in on these heavily beaten down Chinese stocks more but the elephant in the room for me is what in the world their covid policy is going to be going forward. Their vaccines aren't great and I don't think a zero covid policy is feasible with Omicron. I can just a world where they shudder everything in a vain attempt to stop it (which would be horrible for global supply chains and thus a possible inflation upside risk).
     
  11. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    im baffled by people who take zerohedge seriously, maybe the single biggest reason i realized lots of the finance industry is full of dullards

     
  12. dukebuckeye

    dukebuckeye P.G.I.T
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    Just got offered another 8% equity at my company. No brainer to take it...what I'm being offered is about a fourth of the actual value per share. I just hadn't forecasted that kind of expense for this year. I have 90 days to respond.

    It's 100k and I don't want to do all cash. I was thinking 50k cash and 50k in the form of a HEL. Anyone have other recommendations?
     
  13. Oranjello

    Oranjello Well-Known Member
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    Green Bay PackersGrateful DeadMississippi Rebels

    Equity in what type of entity and how is it classified for tax purposes? By "HEL," are you referring to obtaining cash through a HELOC?

    There are a lot of tax factors that can influence how you structure this, so you may want to engage an attorney to help structure and document. There's also lots of room for creativity if you want to get cute. Two structuring options would be to have the company withhold interim/annual cash distributions and using the withheld cash to fund the capital contribution, or you may be able to contribute a promissory note to the company that you pay down over time (you could even secure the note with your current equity or future cash distributions). There are many other ways to do this, but the simplest way is probably to contribute the $50k cash and then procure the remaining $50k from a third party (e.g., lender through a HELOC, put it all on an Amex, etc.) and pay that down over time.

    ~$5 million company

    :notobamanotbad:
     
  14. Sportfan

    Sportfan From Six to Dumptime

    Hank was right all along
     
  15. dukebuckeye

    dukebuckeye P.G.I.T
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    I very much appreciate the insight, sir. Thank you.

    Correct- our latest valuation came in right around $5.6m
     
    Oranjello likes this.
  16. beist

    beist Hyperbolist
    Donor

    I had the same problem come up last month as a matter of fact, including the max buy in of $100k and the no-brainer valuation. I offered to pay half on Jan 1 and the remainder over the next 6 months and they said yes. Tried to get them to play ball with cutting my pay by the difference and/or netting it against my next bonus but they shut that down pretty quick.
     
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  17. dukebuckeye

    dukebuckeye P.G.I.T
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    Nice problems to have, huh? :)

    Congrats dude.
     
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  18. beist

    beist Hyperbolist
    Donor

    Yeah the main reason I responded was that it felt good to be the one writing something like that for once. Left a mega firm for a start up consultancy so it’s nice to feel like I have some genuine upside for a change.
     
    slogan119, momux, Sportfan and 2 others like this.
  19. billdozer

    billdozer Well-Known Member
    Donor
    Clemson TigersCarolina Panthers

    S&P up 101% from the March 2020 low. Good job Hammerin' Hank.
     
  20. Paddy Murphy

    Paddy Murphy Well-Known Member
    Atlanta BravesCarolina PanthersWofford TerriersUnited States Men's National Soccer TeamLiverpoolCharlotte FC

    Who was the poster that was a Hank disciple?

    “the model remains unchanged holding cash and money markets. That’s what I’m doing.”
     
  21. Lyrtch

    Lyrtch My second favorite meat is hamburger
    Staff Donor

    perma-bears are the most deranged people
     
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  22. billdozer

    billdozer Well-Known Member
    Donor
    Clemson TigersCarolina Panthers

    Pacey I think
     
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  23. Stagger Lee

    Stagger Lee Crazy. Sexy. Cool.
    Staff Donor TMB OG
    Georgia BulldogsTexas RangersCharlotte HornetsCarolina PanthersGrateful DeadWu-tang

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  24. brolift

    brolift Well-Known Member
    Donor
    Kansas State WildcatsDenver NuggetsKansas City ChiefsBarAndGrillBig 8 Conference

    They’re gonna get owned by the Olympics but until then g2g
     
  25. The Milkman

    The Milkman Send lawyers, guns and money, shit has hit the fan
    Donor

    I remember demanding respect for being a perma bull in a drunken stupor.
     
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  26. brolift

    brolift Well-Known Member
    Donor
    Kansas State WildcatsDenver NuggetsKansas City ChiefsBarAndGrillBig 8 Conference

    Bulls MUST be respected. It’s de-risk szn tho
     
  27. Sportfan

    Sportfan From Six to Dumptime

    Started my year of SCHD buys today, got in at $81.10. I’ll be a dividend king in no time.
     
  28. The Milkman

    The Milkman Send lawyers, guns and money, shit has hit the fan
    Donor

    yes the mood have shifted. Time for asset protection mode and away from tech
     
  29. burnttatertot

    burnttatertot may contain traces of nuts
    Donor
    Washington State CougarsSeattle MarinersHartford WhalersSeattle SupersonicsMetal

    I'd like another 10% off some of my favorite tech names please.
     
  30. brolift

    brolift Well-Known Member
    Donor
    Kansas State WildcatsDenver NuggetsKansas City ChiefsBarAndGrillBig 8 Conference

    How about 25-30%?
     
  31. burnttatertot

    burnttatertot may contain traces of nuts
    Donor
    Washington State CougarsSeattle MarinersHartford WhalersSeattle SupersonicsMetal

    the more the merrier
     
  32. Tommy Jefferson

    Tommy Jefferson Well-Known Member
    Nebraska CornhuskersKansas JayhawksKansas City RoyalsKansas City Chiefs

    My taxes are as simple as could be and I’ve always used TurboTax. How hard is it to do a back door Roth there?

    We’re planning to meet with a financial planner but I’m anticipating the tax filing will be left up to us.
     
  33. FelipeG

    FelipeG Well-Known Member

  34. brolift

    brolift Well-Known Member
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  35. burnttatertot

    burnttatertot may contain traces of nuts
    Donor
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    Sold half of my ATVI after it popped 28% this morning on the news of the MS buyout.
     
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  36. letan

    letan Just looking for the gator board
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    Real MadridJacksonville JaguarsFlorida GatorsTampa Bay Rays

    Vale options :rain: thank you nickel prices I think?
     
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  37. mal630

    mal630 Well-Known Member
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    Ohio State BuckeyesTiger Woods

    If you were going to park money for say 1-3 years and not actively trade what would you do? I am thinking split among 2-3 ETFs? SPY, QQQ etc?
     
  38. NothingIsOT

    NothingIsOT Prom pic
    Donor
    Miami DolphinsFlorida PanthersDetroit TigersMiami Heat

    If you’re selling covered calls against them I’d pick those two. If I didn’t touch it, I’d go with VOO and QQM as alternatives. Or potentially flip VOO with VTI.
     
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  39. brolift

    brolift Well-Known Member
    Donor
    Kansas State WildcatsDenver NuggetsKansas City ChiefsBarAndGrillBig 8 Conference

    TLT, VTI, KWEB
     
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  40. Arliden

    Arliden Well-Known Member

    I’ll be contrarian cause everyone will say SPY or QQQ and they could do fine but I’d have a hedge if I did that.

    1-3 year timeframe
    Uranium
    Agriculture
    MLP’s like EPD
    China MCHI or KWEB
    I’d have said oil too but it’s run pretty far pretty fast even though I think it’s going over $100 here eventually.


    These aren’t bad either if you believe deflation for the 2nd half of the year.
     
    mal630 likes this.
  41. brolift

    brolift Well-Known Member
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    Kansas State WildcatsDenver NuggetsKansas City ChiefsBarAndGrillBig 8 Conference

  42. ohhaithur

    ohhaithur e-Batman
    Donor

    Anyone still in Pelton $PTON? Their consulting firm halted production by Day 5 of their agreement

    upload_2022-1-20_12-9-28.png
     
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  43. tjosu

    tjosu This is kind of like the breakfast club, huh?
    Donor
    Oklahoma State CowboysHouston AstrosHouston TexansTiger Woods

    Yep, I’m going down with the ship. It was an impulse buy and looked great for me for a while, but I screwed up by not researching more and seeing how poorly the business is run. I perused their financials some last night and couldn’t believe that in FY21, even with over $4B in revenues, they managed to lose money. No clue what the path forward is for them, but it seems like a non-zero chance that they could get bought by an Apple or Nike
     
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  44. momux

    momux AFAM Scholar
    Donor
    North Carolina TarheelsCarolina PanthersChelsea

    Sheesh - I made about 15-20% swing trading PTON last year (in the 105-125 range). Had no idea it had shit the bed so bad this year.
     
  45. ohhaithur

    ohhaithur e-Batman
    Donor

    It's a good product but who is buying one in 2022?
     
  46. momux

    momux AFAM Scholar
    Donor
    North Carolina TarheelsCarolina PanthersChelsea

    Don't dispute it, but I am somewhat surprised. I thought it would go the way of YETI coolers a bit. Reached deep market saturation in the core product (bike/cooler) but then managed to pivot into other ancillary products and become more of a brand.
     
  47. BP

    BP Bout to Regulate.
    Donor
    Atlanta BravesGeorgia BulldogsAtlanta Falcons

    Did they just go nuts with the pandemic money. Keep spending not anticipating a correction once things opened back up?
     
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  48. ohhaithur

    ohhaithur e-Batman
    Donor

    yes. they do a lot of "new" things and then let them die. Hype up a boxing series, then never do another boxing video after the initial drop. Open up stores...then do nothing with them. Hire 6,000 people for some reason
     
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  49. The Milkman

    The Milkman Send lawyers, guns and money, shit has hit the fan
    Donor

    yep, it's nickel. Palladium & Rhodium have been blasting too
     
    letan likes this.
  50. Arrec Bardwin

    Arrec Bardwin He ain’t me, he can’t be me
    Donor
    Auburn TigersAtlanta BravesAtlanta FalconsChelseaAtlanta United

    Peloton is unprofitable at 4billion revenue? lol wtf are they spending money on
     
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