bimmerpost/
BMW M2 and 2-Series Coupe
BMW Garage BMW Meets Register Today's Posts
home
BIMMERPOST Universal Forums Off-Topic Discussions Board

Post Reply
 
Thread Tools Search this Thread
      11-13-2024, 01:35 PM   #8537
ASAP
Major General
ASAP's Avatar
10865
Rep
9,043
Posts

Drives: '23 X3 M40i
Join Date: Sep 2012
Location: FL

iTrader: (0)

Quote:
Originally Posted by DrVenture View Post
https://www.troweprice.com/en/us/ins...und-the-corner

T Rowe Price has some very good analysts. I've been with them since the 1980s.
That's a good look... sadly I don't think any of those potential scenarios are what I would consider to be good... as the end result is inflation, rates from years ago or recession...

The China stimulus package will most certainly cause inflation... the normal cycle will just put us in like w 5-6% rates... this isn't spurring any "real demand" so to speak especially given what we've been used to for 15 years. The third scenario (IMHO most likely especially if more inflation comes back) is the worst of all...
__________________
2 x N54 -> 1 x N55 -> 1 x S55-> 1 x B58
Appreciate 0
      11-13-2024, 02:08 PM   #8538
vreihen16
Recovering Perfectionist
vreihen16's Avatar
20728
Rep
1,009
Posts

Drives: BMW-less :(
Join Date: Jun 2019
Location: Orange County, NY

iTrader: (0)

Garage List
My moonshot (LUNR) is up 18% today, in advance of tomorrow's earnings call.....
__________________
Currently BMW-less.
Appreciate 0
      11-13-2024, 03:17 PM   #8539
DrVenture
First Lieutenant
DrVenture's Avatar
1306
Rep
399
Posts

Drives: M550i 2022
Join Date: Jul 2024
Location: Midwest

iTrader: (0)

Garage List
2022 BMW  [0.00]
Quote:
Originally Posted by vreihen16 View Post
My moonshot (LUNR) is up 18% today, in advance of tomorrow's earnings call.....
Ooh, nice. I didn't get the impression that anyone here bought individual stocks. FWIW, Morningstar sets their fair value at $12.64. I hope it goes even higher for you. I cannot say that I ever heard of this company. I'd consider the award of that big NASA contract to be a huge endorsement. A 354% YTD gain is quite a moonshot, indeed. Nice pun, BTW.
__________________
Carbon Black - Debadged|Mocha Nappa|DHP|DAP|Premium Pkg|Luxury Seating|M668 w/ DSW06+
Appreciate 0
      11-13-2024, 03:36 PM   #8540
vreihen16
Recovering Perfectionist
vreihen16's Avatar
20728
Rep
1,009
Posts

Drives: BMW-less :(
Join Date: Jun 2019
Location: Orange County, NY

iTrader: (0)

Garage List
Quote:
Originally Posted by DrVenture View Post
I cannot say that I ever heard of this company. I'd consider the award of that big NASA contract to be a huge endorsement. A 354% YTD gain is quite a moonshot, indeed. Nice pun, BTW.
They are the people that successfully landed on the moon last spring, a first for a private company. I was more sold on their Earth-based ground stations for moon probes and manned missions when I bought it last year, because they built their own from scratch and aren't leeching off of NASA's like other companies. The NASA contract validated my decision to buy it.

This is all in my family's multi-generation play money investment account, and I only bought a grand of the stock well before their moon landing.

Speaking of puns, I'm hoping that it doesn't crater after tomorrow's earnings call.....
__________________
Currently BMW-less.
Appreciate 1
DrVenture1305.50
      11-13-2024, 04:10 PM   #8541
DrVenture
First Lieutenant
DrVenture's Avatar
1306
Rep
399
Posts

Drives: M550i 2022
Join Date: Jul 2024
Location: Midwest

iTrader: (0)

Garage List
2022 BMW  [0.00]
Quote:
Originally Posted by vreihen16 View Post
They are the people that successfully landed on the moon last spring, a first for a private company. I was more sold on their Earth-based ground stations for moon probes and manned missions when I bought it last year, because they built their own from scratch and aren't leeching off of NASA's like other companies. The NASA contract validated my decision to buy it.

This is all in my family's multi-generation play money investment account, and I only bought a grand of the stock well before their moon landing.

Speaking of puns, I'm hoping that it doesn't crater after tomorrow's earnings call.....
That is the weird thing about earnings calls. a company can report positively, and it still causes a drop. Or they can report mediocre and the stock can soar.

This sounds like a solid choice for an exploration position to me. More puns.

On edit: Mr Market is still over the moon on LUNR. Another 23% gain in after hours trading.
__________________
Carbon Black - Debadged|Mocha Nappa|DHP|DAP|Premium Pkg|Luxury Seating|M668 w/ DSW06+

Last edited by DrVenture; 11-14-2024 at 09:28 AM..
Appreciate 2
vreihen1620727.50
Humdizzle6526.00
      11-14-2024, 08:29 PM   #8542
DrVenture
First Lieutenant
DrVenture's Avatar
1306
Rep
399
Posts

Drives: M550i 2022
Join Date: Jul 2024
Location: Midwest

iTrader: (0)

Garage List
2022 BMW  [0.00]
Berkshire's new filing indicates stakes in Domino's, POOL and Heico. Domino's is up nearly 8% in after hours trading.Morningstar gives it a fair value of $415. But, we know that Berkshire does thorough due diligence.
__________________
Carbon Black - Debadged|Mocha Nappa|DHP|DAP|Premium Pkg|Luxury Seating|M668 w/ DSW06+
Appreciate 0
      11-14-2024, 10:06 PM   #8543
Sedan_Clan
Law Enforcer
Sedan_Clan's Avatar
Brazil
26985
Rep
22,707
Posts

Drives: '22 Chalk Gray Porsche C2S
Join Date: Jun 2006
Location: ..in your rearview!!!

iTrader: (26)

I admittedly haven’t played with the market up until recently (…our deferred compensation investments are handled via Charles Schwab and our government pension portfolio via the county). That said, I decided to dabble a little bit recently, acquiring shares of DJT, HON and AAOI. Any tips for a stock newbie?
Appreciate 0
      11-14-2024, 10:50 PM   #8544
stbm5
Lieutenant
285
Rep
523
Posts

Drives: 2018 M5 DG
Join Date: Mar 2018
Location: 72211

iTrader: (0)

my stock tip of the year: do not buy ACHC, if you own ACHC then sell now its only going to get worse.
Appreciate 0
      11-15-2024, 09:14 AM   #8545
Watching The World Burn
Lengthy but not a Girthy Member
1287
Rep
130
Posts

Drives: 1971 Honda Civic
Join Date: Aug 2017
Location: Riding the high seas of your emotions

iTrader: (0)

Quote:
Originally Posted by Sedan_Clan View Post
I admittedly haven’t played with the market up until recently (…our deferred compensation investments are handled via Charles Schwab and our government pension portfolio via the county). That said, I decided to dabble a little bit recently, acquiring shares of DJT, HON and AAOI. Any tips for a stock newbie?
I just got in, because I was tired of seeing the predictable ups and downs of Tesla and not acting on it. Naturally, when I got in, they were at the upper peak (of where I would have sold them at) so I didn't buy, figuring in a few months they'd be down at my buy point. Then the election happened. I'm staying away for now, but honestly can't tell if the market has fully priced in Elon's proximity to Trump...there may be further bump ups.

So instead, I just put everything into two ETF's. XEQT and QQQ. On paper they've appreciated roughly 3% already in less than a month. If that growth were to continue, I'd be quite happy, but not counting on it. My goal is to just sock $5-8K / month away into those two going forward.
Appreciate 1
Sedan_Clan26985.00
      11-15-2024, 01:24 PM   #8546
Sedan_Clan
Law Enforcer
Sedan_Clan's Avatar
Brazil
26985
Rep
22,707
Posts

Drives: '22 Chalk Gray Porsche C2S
Join Date: Jun 2006
Location: ..in your rearview!!!

iTrader: (26)

Quote:
Originally Posted by Watching The World Burn View Post
I just got in, because I was tired of seeing the predictable ups and downs of Tesla and not acting on it. Naturally, when I got in, they were at the upper peak (of where I would have sold them at) so I didn't buy, figuring in a few months they'd be down at my buy point. Then the election happened. I'm staying away for now, but honestly can't tell if the market has fully priced in Elon's proximity to Trump...there may be further bump ups.

So instead, I just put everything into two ETF's. XEQT and QQQ. On paper they've appreciated roughly 3% already in less than a month. If that growth were to continue, I'd be quite happy, but not counting on it. My goal is to just sock $5-8K / month away into those two going forward.
I was thinking about a few ETF’s too. I’ll take a look at those.
Appreciate 1
RickFLM411845.50
      11-15-2024, 01:59 PM   #8547
vreihen16
Recovering Perfectionist
vreihen16's Avatar
20728
Rep
1,009
Posts

Drives: BMW-less :(
Join Date: Jun 2019
Location: Orange County, NY

iTrader: (0)

Garage List
Quote:
Originally Posted by Sedan_Clan View Post
Any tips for a stock newbie?
The usual suggestion for new investors is to put your money into an index fund that tracks the S&P 500 and let it ride. The bulk of my play money investing account is in one most of the time.....
__________________
Currently BMW-less.
Appreciate 1
Sedan_Clan26985.00
      11-15-2024, 02:01 PM   #8548
Sedan_Clan
Law Enforcer
Sedan_Clan's Avatar
Brazil
26985
Rep
22,707
Posts

Drives: '22 Chalk Gray Porsche C2S
Join Date: Jun 2006
Location: ..in your rearview!!!

iTrader: (26)

Quote:
Originally Posted by vreihen16 View Post
The usual suggestion for new investors is to put your money into an index fund that tracks the S&P 500 and let it ride. The bulk of my play money investing account is in one most of the time.....
Well that’s already occurring with my deferred compensation plan handled by Schwab. I put 8.5% of each paycheck into my deferred compensation for Schwab to do what they do best. Another 15% goes into the pension fund.

Last edited by Sedan_Clan; 11-15-2024 at 02:02 PM..
Appreciate 2
vreihen1620727.50
RickFLM411845.50
      11-15-2024, 02:26 PM   #8549
vreihen16
Recovering Perfectionist
vreihen16's Avatar
20728
Rep
1,009
Posts

Drives: BMW-less :(
Join Date: Jun 2019
Location: Orange County, NY

iTrader: (0)

Garage List
My moon shot LUNR is up 11% today.....
__________________
Currently BMW-less.
Appreciate 1
      11-15-2024, 04:10 PM   #8550
Watching The World Burn
Lengthy but not a Girthy Member
1287
Rep
130
Posts

Drives: 1971 Honda Civic
Join Date: Aug 2017
Location: Riding the high seas of your emotions

iTrader: (0)

Quote:
Originally Posted by vreihen16 View Post
My moon shot LUNR is up 11% today.....
When'd you get in? $5 mark?
Appreciate 1
vreihen1620727.50
      11-15-2024, 04:13 PM   #8551
Watching The World Burn
Lengthy but not a Girthy Member
1287
Rep
130
Posts

Drives: 1971 Honda Civic
Join Date: Aug 2017
Location: Riding the high seas of your emotions

iTrader: (0)

Quote:
Originally Posted by Sedan_Clan View Post
Well that’s already occurring with my deferred compensation plan handled by Schwab. I put 8.5% of each paycheck into my deferred compensation for Schwab to do what they do best. Another 15% goes into the pension fund.
Putting 24% of your money away is pretty smart, gotta say. Not too many do that and I'm sure it will pay off.

How much longer you have to go to hit pension? I'm assuming for police the lifespan required to hit "retirement" is much shorter than your average public service employee.
Appreciate 1
Sedan_Clan26985.00
      11-15-2024, 05:20 PM   #8552
Sedan_Clan
Law Enforcer
Sedan_Clan's Avatar
Brazil
26985
Rep
22,707
Posts

Drives: '22 Chalk Gray Porsche C2S
Join Date: Jun 2006
Location: ..in your rearview!!!

iTrader: (26)

Quote:
Originally Posted by Watching The World Burn View Post
Putting 24% of your money away is pretty smart, gotta say. Not too many do that and I'm sure it will pay off.

How much longer you have to go to hit pension? I'm assuming for police the lifespan required to hit "retirement" is much shorter than your average public service employee.
I have 13 years left. That’ll get me to 20 years with my current department, and 7.5 years with my prior state department. I might try to buy back the 4 years I spent non-sworn with San Bernardino County, but that’ll depend on cost. If I can retire with no-debt besides my house, I’ll be in good shape. Everything is paid off except the 911, but I have that on a fast-track plan to get the $87k I owe paid off in 2.5-3 years.

Last edited by Sedan_Clan; 11-15-2024 at 05:21 PM..
Appreciate 1
RickFLM411845.50
      11-15-2024, 08:17 PM   #8553
floridaorange
Colonel
floridaorange's Avatar
United_States
12208
Rep
2,719
Posts

Drives: 2013 bmw 320i xdrive
Join Date: Nov 2018
Location: orlando, fl

iTrader: (1)

Quote:
Originally Posted by ASAP View Post
You guys think uncertainty has been reduced?

how?

there is still a ton of uncertainty irrelevant of politics and who is in charge...

But now with Trump winning... How do you know the tariffs won't be put in day one? How do you know how the tax cut extension will be handled? How do you know Jpowell isn't getting kicked out? Control what you can but there is an enormous ton of uncertainty at the moment... one of the ideas touted on the campaign trail was maximization of our exports which as stated by vance would be done thru the devaluation of the $...
You’re joking right?
__________________
Stage 2 BM3

Quote:
Originally Posted by GrussGott View Post
Sounds pizzagatey.
Appreciate 1
2000cs3905.00
      11-16-2024, 02:02 AM   #8554
vreihen16
Recovering Perfectionist
vreihen16's Avatar
20728
Rep
1,009
Posts

Drives: BMW-less :(
Join Date: Jun 2019
Location: Orange County, NY

iTrader: (0)

Garage List
Quote:
Originally Posted by Watching The World Burn View Post
When'd you get in? $5 mark?
Holy crap, it finished yesterday up 21.4%!

IIRC, I bought in at $5.20 in early February, when I was reading a non-investor article about their upcoming moon landing attempt in a few weeks and owning their own space communications ground stations around the world. Everyone was focused on the moon lander, but as I and NASA figured out their more valuable asset is the ~$5 billion ground station network for lunar communications/navigation.....
__________________
Currently BMW-less.
Appreciate 2
Sedan_Clan26985.00
DrVenture1305.50
Post Reply

Bookmarks


Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off



All times are GMT -5. The time now is 09:31 AM.




g87
Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
1Addicts.com, BIMMERPOST.com, E90Post.com, F30Post.com, M3Post.com, ZPost.com, 5Post.com, 6Post.com, 7Post.com, XBimmers.com logo and trademark are properties of BIMMERPOST