The Investment Thread (5 Viewers)

[SaintInBucLand]

If you are pro war and think the world is gonna burn more HEI is the way to go.

 

[efil4stnias]

ewwwwwwwwwwwwwwwwwww....my tech stocks took it on the chin today. yeeeeeeeeeouch.

Thanks a lot Alphabet.

 

[Saint_Ward]

If you are pro war and think the world is gonna burn more HEI is the way to go.

The vast majority of their business is commercial aerospace MRO.

While they have pretty significant exposure the military applications, I don't think 'pro war' or 'world burning' is really great for their business. It doesn't totally hurt either.

 

[Saint_Ward]

HEI popped a bit today. All time highs, again.

 

[El Caliente]

Is anyone constructing their portfolio with an eye towards the election?

 

[SaintInBucLand]

Is anyone constructing their portfolio with an eye towards the election?

I moved a large position into TNA(is a leverage etf for the Russel 2k) about 2 months ago, the rate cuts are coming one way or another and it's good for small caps because they need capital and lower interest rates will help that sector. So far I am up about 30% on it.

 

[Saint_Ward]

Is anyone constructing their portfolio with an eye towards the election?

Not really. Not sure how much it would impact sectors. Potential rate cuts would be a bigger deal, but seem to be less than the market has been hoping for.

 

[Cage1]

I've done everything wrong in investing, so whatever I say, doing the opposite is probably good advice.

That being said, AI isn't done by a long shot. And Intel has been dumping tons of cash into ramping up capacity. They pay a decent dividend. They're still a blue chip Dow company. They've been getting hammered recently, in large part because they haven't been as quick and agile to get into AI chips, but I think they've been working to pivot on that. So maybe on a 5 year horizon, there could be a ton of growth once those foundries are up and running.

That being said, I'm long on Intel, so if you sold them short, you'd probably do fine.

I hope you guys took my advice and are cleaning up on Intel's death spiral. Lol.

 

[El Caliente]

Time is right to pivot out of big caps and into small-mid caps.

 

[bclemms]

Am I reading the ticker right? Intel down 28% today?

 

[Cage1]

Am I reading the ticker right? Intel down 28% today?

Yeah, pretty much everything I'm long on is what's bringing the indexes down. It's a lot of fun knowing I'm the focal point of investing bad luck in the universe.

 

[B4YOU]

Am I reading the ticker right? Intel down 28% today?

Lowest point in last decade.

 

[DaveXA]

Lowest point in last decade.

Buy that dip! Lol.

But be careful. That's like trying to catch a falling knife.

 

[Cage1]

Buy that dip! Lol.

Wait until I sell, then buy the dip. Until I sell, it’s not a dip, it’s a cliff.

 

[bclemms]

Time is right to pivot out of big caps and into small-mid caps.

Your post reminds me of this.