*Investors Blog*

Thank God for Walmart esrnings knocked it out of the park

Meanwhile, I get trashed as far as my profit goes in META. I’m still up a good percentage with a profit, but I lost a huge windfall profit. Actually, I should say unrealized profit. I’m hanging in there though. Bottom line is they have rotated out of the tech stocks but they’ll be back in less than 30 days.
 
I dumped this turd on Robinhood now because I bought it 5 cents cheaper on WeBull app late yesterday....for dividends and later a sale. Take the $100 and readjust...

Been busy weaving in and out of the turds.

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With lower interest rates on your brokerage account I'm down from 5% to 3.5% are you guys doing more dividend stocks?
Many good ones out there.
 
With lower interest rates on your brokerage account I'm down from 5% to 3.5% are you guys doing more dividend stocks?
Many good ones out there.
Dividend stocks to me are a wildly different investment than a sweep account, CD, t-bill or money market. I do like getting paid a dividend on a stock I am holding in anticipation of it growing though.

A few of dividend stocks on your list have some pretty good beta numbers. If the market draws down the pro's sell what they can, not what they want to.

I am sticking to securities for anything I may need in < 5 years. Reaching for an extra 2% yield seems to be an un-needed risk? If I needed a dividend to live on I would likely be looking at prefered's with the intent on holding them for a very long time.
 
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Since were talking fixed income, good time to ask my question.

Been looking at JPM prefered's. Seem like a chance to get paid to wait for capital appreciation. However if you look at the list, the first one is trading above par and has the highest yield. The last one is trading the furthest below par but has the lowest yield.

The convexity on this seems backwards to me? Wouldn't investors prefer the largest capital upside of the last one more than paying over par on a callable instrument? Confused 🤷‍♂️

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My friend got a money market checking account with the dreaded debit card which must be used 12x a month.....

However he got a very robust 4.75% interest with a few caveats.
A easy to do minimum balance of $1000 and the account is limited to $30,000 in interest a year....

He got a fat inheritance check again from a California house his mother in-law had....

I'd take the account
Several years ago I got one back in the better days that was 7% with no interest limit but I refused the debit card as I don’t use those and the manager I went to school with got it through..
 
The days of 7% interest are long gone - that's another reason the stock market is so robustly funded today.
Have to wonder what would happen to the market, if interest rates climbed back to that level. :unsure:
 
The days of 7% interest are long gone - that's another reason the stock market is so robustly funded today.
Have to wonder what would happen to the market, if interest rates climbed back to that level. :unsure:
That's actually a good question
If I got 7% would I and others bail from the market?
I don’t care much about dividends because they would still be stressful as you're still in the market...

7% in my brokerage account would put me in the minimum trade mode..happy to collect the 7%

What say you guys?
 
That's actually a good question
If I got 7% would I and others bail from the market?
I don’t care much about dividends because they would still be stressful as you're still in the market...

7% in my brokerage account would put me in the minimum trade mode..happy to collect the 7%

What say you guys?
I would probably stay pretty much where I am, for the sake of "diversification." - I'm at the age where my risk is already limited, I only look for low hanging fruit.
 
What exactly are we talking about. There are plenty of investment grade corporates and bond funds paying 7% currently. There is no rush into them I can see.

There are lots of dividend stocks that pay 3 or 4% dividend plus 3 or 4% buyback. So thats your 7%. Used to be a game i liked to play but not at 4 to 5% (realistically, not cooked books) inflation.

T-bills paid 5.5% and there was still plenty of inflows into the stock market. Inflation was 9%.

7% as a fed funds rate would imply 10%+ inflation. No one would want bonds of any type at that point.
 
Much talk on X about Hedge funds piling into the market last few days. In April retail bought the dip hard - and the pro's did not. So now the active managed funds are way behind.....

I am sitting on about 30% cash. I sold most of my ETF's on one of the up days. Still have all my individual stocks. Should I buy high beta and hold on for the sleigh ride?

BTW where are all those people that show up here saying the average investor can't beat the pro's. I presume they will be back next drawdown?
 
I found this today....was up a good bit and I took the chance when I seen it tank. Took 4 minutes and I wasn't going to wait it out... It may be my new PLTR.
A cheap first run...

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I have preferreds for 6% yield taxed at regular dividend rate. Have some bond funds that get taxed at ordinary rates as a risk hedge.
 
I dumped this turd on Robinhood now because I bought it 5 cents cheaper on WeBull app late yesterday....for dividends and later a sale. Take the $100 and readjust...

Been busy weaving in and out of the turds.

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I've gone through their financials and they showed large capex in the last quarter. Not sure what kind of sharpie factories they are building.
 
I've gone through their financials and they showed large capex in the last quarter. Not sure what kind of sharpie factories they are building.
The dividend is Nov28 record date- they cranked it up because of that-lol
I'm not going back as it was just a fleece and release for a few weeks when it tanked.
 
What exactly are we talking about. There are plenty of investment grade corporates and bond funds paying 7% currently. There is no rush into them I can see.

There are lots of dividend stocks that pay 3 or 4% dividend plus 3 or 4% buyback. So thats your 7%. Used to be a game i liked to play but not at 4 to 5% (realistically, not cooked books) inflation.

T-bills paid 5.5% and there was still plenty of inflows into the stock market. Inflation was 9%.

7% as a fed funds rate would imply 10%+ inflation. No one would want bonds of any type at that point.
I was referring to a fixed income type investment, like a CD.
I was wondering if the prevailing interest rate went back to those levels would people shift much of their investments into CDs, or even savings accounts.

Are these funds a guaranteed return? Or do they rise and fall on a "market" basis?
 
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