Welcome to tPB!

Please either login or register for an account to access the forums.

  • Welcome to The Platinum Board! We are a Nebraska Cornhuskers news source and community. Please click "Log In" or "Register" above to gain access to the forums.

Stock Market/Investing/Day Trading/Speculative Trading Thread (5 Viewers)

BingoDingo

Absolute Idiot
Messages
4,791
Likes
11,715
Jobs #'s coming in a little softer than expected. Market soaring. Good job, Fed. You're slowly killing the economy. Markets cheer!


The world is weird ...
Feels like we got a bit of seasonal decomp here...maybe will be revised up, but this is a good report...strong service growth and wages continuing to normalize. These blowout jobs reports have been taking dumps on yields, so feels pretty nice on an early Friday morning...
 

LoudHogRider

Yells at Clouds
Elite Member
tPB OG
Messages
5,902
Likes
24,476
Feels like we got a bit of seasonal decomp here...maybe will be revised up, but this is a good report...strong service growth and wages continuing to normalize. These blowout jobs reports have been taking dumps on yields, so feels pretty nice on an early Friday morning...
I always look to see where the growth is. If it's all government sector ... well, that's not good.

With "the end of globalism" (as prognosticated by Peter Zeihan), I'm truly looking for growth in the manufacturing sector over the next few years. Sadly, that's inflationary. What a conundrum!
 

Faux Sean Callahan

Head Coach
Moderator
Insider
tPB OG
Messages
13,688
Likes
45,812
Forward guidance is king these days. Any measure of realism and out comes the hammer.
Honestly it is a good indication of management IYAM. You just don’t want to buy going into earnings knowing a train is likely coming down the tracks.

But consistent earnings surprises is something I look for. Yes I know it isn’t exactly the same thing.
 

Kaladin

Professor of Aesthetics / Positive Boogeyman
Elite Member
Messages
13,795
Likes
33,327
Stripper index + Big Mac Index



Carl Weathers Friendship GIF
 

Faux Sean Callahan

Head Coach
Moderator
Insider
tPB OG
Messages
13,688
Likes
45,812
Looking at buying 2 very different companies...

1. $Crox - Low P/E, Usually beats earnings, High ROE, etc... con in my eyes is a healthy amount of debt. LTD to Equity is 168%.
2. $ARLP - Coal company with a healthy dividend (14% with a 214% coverage ratio). Also, balance sheet is trending the right way with liabilities staying in the same ball park, but assets growing. Big concern is what does coal's future look like? I frankly think coal will be around longer than most think, but definitely a concern. Probably why it is trading a a 3.5 P/E.

Thoughts?

View attachment 32253

Hammered the table at $85/share around this post... Had a small position and thought 85 was too cheap.

Nice looking win in the portfolio currently...
View attachment 33925
Another solid quarter

1715090406252.png

 

Log in or sign up to benefit more from the forum!

Log in or register to benefit more from the forum!

Register

Creating an account on the forum is completely free.

Register now
Log in

If you have an account, please log in

Log in

Users who are viewing this thread

Theme editor

Theme customizations

Graphic backgrounds

Granite backgrounds