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?

Comments (18)

 
Jul 13, 2020 - 2:36pm

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

 
Jul 14, 2020 - 1:00pm

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

 
Jul 13, 2020 - 4:31pm

elon's flamethrowers

heister:

Look at all these wannabe richies hating on an expensive salad.

https://arthuxtable.com/
 
Oct 11, 2020 - 8:21am

ETF: VOO 

Stocks will go up, down and sideways like they always do

Money can purchase freedom, if you have the guts to buy it
 
Oct 11, 2020 - 10:42am

Anything related to single family housing, we're in a severe shortage due to 10 years of under-building

Array
 
Oct 11, 2020 - 11:33am

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)

I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
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