Investing Strategies. What is your move?

[PimTac]

I had not been to a mall in probably 3 years or so......needed a dress shirt (yes I retired and threw them all out when we moved). I need a shirt for a wedding celebration (giving a speech). Anyway need a shirt.....................

The mall was ODD. There was a store for a local rock hound club, a very strange mom and pop tailor, also mom and pop food places..............some other non chain stores............I wish them all success in heaps, but the hell happened to the cheezy chain stores? Yeah, stuff NOT to invest in.

Retail still bites me in the ass with surprising repetition, I just say NO. WMT, HBI, STZ now?............maybe. MMM count? I did buy AMRK and it's been great.

During my times in the Philippines I would visit some huge malls. They were ahead of us in many ways. The malls there have almost everything unlike here with so much repetition like dozens of clothing stores.

There you can buy anything or do everything. Need a dental checkup or a spa treatment? Feeling sick? There are medical clinics. Get your eyes lasered. Fitness centers. Need a haircut? Tons of food options. Their malls made the transition to lifestyle centers.

They also surround their malls with office buildings, hotels, condos etc. That ensures good foot traffic.

One mall was so big it had its own light rail system.

 

[Dave Hess]

Subprime delinquencies and defaults are now being reported more and more lately.

This will be one of many dominos that will soon fall.

 

[GMFan]

Nothing new. Same old boring mutual funds for 401k and Roth….although I checked my 401k the other day and it’s now apparently a 201k. Im decades away from retirement so it doesn’t mean anything.

I bought some S&P 500 ETFs when the market tanked in 2020 and I sold this past August. Im a “commoner” with my ear to the ground and I know this economy was headed for an iceberg around then. I missed the “peak” so to say but I have no regrets getting out looking at where it’s at now. Being freshly out of college in 2008-2009 the time to get in the market is during downturns and be prepared to hold for a while - although nobody could have forecasted the market in 2020 would bounce back so fast. I may buy back in the S&P 500 later this year or early next year but I’m expecting much heavier dips from where we stand now so I’m not interested in buying in at the moment.

 

[alarmguy]

During my times in the Philippines I would visit some huge malls. They were ahead of us in many ways. The malls there have almost everything unlike here with so much repetition like dozens of clothing stores.

There you can buy anything or do everything. Need a dental checkup or a spa treatment? Feeling sick? There are medical clinics. Get your eyes lasered. Fitness centers. Need a haircut? Tons of food options. Their malls made the transition to lifestyle centers.

They also surround their malls with office buildings, hotels, condos etc. That ensures good foot traffic.

One mall was so big it had its own light rail system.

They also have Lamborghinis parked in the middle of some of these malls for sale by a local dealer.
Many also hire drivers to drive for them in the horrendous traffic and others just have drivers because that’s the thing to do, in addition to their maids.
Yes, the malls are far more advanced and nicer then here, as you state, well said.

 

[alarmguy]

Subprime delinquencies and defaults are now being reported more and more lately.

This will be one of many dominos that will soon fall.

I was thinking of you as my wife made a comment about the interest rates going up today on home mortgages which we’re kind of cheering because it’s going to put pressure on new home builders in the housing market, we’re seriously considering Florida if everything falls into place just right.
I don’t know if I can bring myself to give up our home here, which I love but with my wife behind the move to a brand new home again I sort of like the idea too, for one more chance at a different lifestyle as I get older even if I give up some sq footage.
Time will tell if I can bring myself to give it up and go buy love the idea of a new home and northern Florida

 

[jetman]

In 2022, my option trades are: short tech stocks, long oil & gas, gold and silver.

 

[Dave Hess]

Gold and Silver highly manipulated downward.

 

[Pablo]

Gold and Silver highly manipulated downward.

Dollar weakness.

Were you short these up days?

 

[Dave Hess]

I’m out of town for work so no time to be a Robinhood Baller trading my stimulus checks.….

I’m up nicely YTD.

 

[Vern_in_IL]

although nobody could have forecasted the market in 2020 would bounce back so fast.

LOL, dude you don't remember the "V" curve? It was all over the T.V., Former President said many going to make a fortune, lol where were you bro?

 

[PimTac]

News from another thread here;

Valvoline shares were up over 12% today on the news that Saudi Aramco is discussing buying the business.

Well heck. America’s oldest motor oil brand.

 

[Pablo]

Anyone else buy AMRK?

 

[Pablo]

Anyone else buy AMRK?

Sold half mine today.

No one else followed my lead.

 

[jetman]

Gold and Silver highly manipulated downward.

When the fed chickens out on their tightening in a month or two, commodities with soar.

 

[jetman]

Dollar weakness.

Were you short these up days?

My calls and puts expired last friday. I'm waiting for a strong bounce (more than a day or two) to sell June 17 puts in TECS.

 

[jetman]

Commodities move inversely to the US$

 

[PandaBear]

In simple terms I think it comes down to pricing on these meatless products. Compare the cost of a BM patty pack to a package of ground beef. Only the fervent vegetarians are buying this stuff regularly. I see the same for vegetable pizza. A cauliflower pizza costs twice the price for a smaller size to boot. Meanwhile one can get a Freschetta spinach and mushroom pizza for a whole lot less. I actually like this one too.

I wonder what the sales figures are for the BM burgers at the fast food chains that do sell it?

The whole vegan meat industry won't take off till most of the patents are expired. IMO that means it is not a good time to buy yet at today's stock price.

I have no crystal ball but I think they do follow the pattern of blue led and many other innovations, patents cost too much and the real booms don't happen right away at IPO.

 

[PandaBear]

I just sold my AMD stocks (still keeping Amazon and Microsoft) this week. Not because of the fear of crashing but mainly because TSMC raised their wafer price like 20-30%, and they are now more selective on which market to enter vs they can enter any market and still make money off attacking Intel. I still believe in the company but I think it is a good time to cash out after the long gain since $7 and $28 when I bought it. I know I didn't sell at the peak but had I sell every time I though it peaked on the chart, I probably would have sold them at $50 back then and sat on the cash, so can't really complain.

I'm still holding on to my AMZN, MSFT, INTC. I think maybe another 5-10 years and see how they go, so far they are still doing ok but of course, every stock is down so that's normal, but the companies are still running ok (esp Intel with the new CEO steering the ship, I'll give it another few years to see how things move).

 

[Pablo]

The whole vegan meat industry won't take off till most of the patents are expired. IMO that means it is not a good time to buy yet at today's stock price.

I have no crystal ball but I think they do follow the pattern of blue led and many other innovations, patents cost too much and the real booms don't happen right away at IPO.

They need to not make or force such binary choices. Mixing real and fake meat makes a killer meatloaf.

 

[PimTac]

They need to not make or force such binary choices. Mixing real and fake meat makes a killer meatloaf.

Meatloaf usually has a filler. Bread crumbs, rice sometimes.

Though, would fake meat from vegetables add water?