What Would You Invest In Right Now?
If you were all to invest right now, what stocks would you look at? What sectors? Are oil and gas past their lows? Will tech go down much, even with a crash?
Additional Question: How much longer do you think stocks will continue to rise?
Bitcoin, all in.
Made a bunch of investments across cons, tech, and indu over past 6 months and I'm up 45% on my PA YTD on a cost basis (did adds and trims here and there).
I wouldn't add any more to anything right now, while certain stocks make a lot of sense in their rally, many really don't. Only reason I'm holding is because I've already made good money and don't mind if we dip 30% (my PA should probably dip less so given the exposures).
Recovery is priced to perfection, and I highly, highly doubt we will see such. Mkts have written off 2Q but hopes for 3Q are way too optimistic. Not a market timer so I've plowed money in consistently over past 6 months, but at this point I'm wary to increase exposure further.
Unless you work in investment mgmt, would caution you from investing in individual stocks. Buy a fund / ETF, and even then, my gut tells me there'll be a dip at some point over next 6months to take advantage of as an adding period. Just my two cents
Hi
For investing in tech stocks do you apply the same metrics and valuations as you normally would in a saas or do you alter the methodology?
I'm not investing in most enterprise software as that's not a space I know, mostly stick to B2C tech. Valuation is a triangulation of multiple different methodologies regardless of whether it is cons / tech / indu / fins
Lot of Saas is quite peaky at the moment and hard to justify investing at these valuations, to some extent you need to dream the dream. Although that's why you need deep domain expertise so that you're not dreaming a pipe dream at that valuation
Betting there will be a dip once retailers’ extra unemployment runs out and/or when student loan payments start back up again unless McConnell and Pelosi decide to play patty cake and rev up the printers again
& there comes the Netflix growth shock RIP
Thankfully never bought it
Nice try Dave Portnoy
senior living/ assisted living real estate in Germany, France, Poland,m and Netherlands.
through a security or what
elon's flamethrowers
SPY calls for December C350. We're gonna moon
amzn
short unstable College’s debt
Bump - how do you guys look at the current market environment if you had to invest 50k?
ETF: VOO
Stocks will go up, down and sideways like they always do
Anything related to single family housing, we’re in a severe shortage due to 10 years of under-building
Beanie Babies. I hear that they're poised for a comeback. I've got sources. (These sources may or may not be an eight year old girl)
Revisiting this. Obviously a lot of opportunity presented itself in 2020 but any thoughts looking ahead in 2021?
Closed end MLPs? REITs? Yolo SPAC warrants? ARKX?
Commodities usually do well when money printing goes insane...
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