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The stock market (for the average investor)

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The stock market (for the average investor)

Old 11-26-2020, 08:04 PM
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Default The stock market (for the average investor)

I've enjoyed some benefits of the HOT! Stock thread and the Stock,option,etc.Traders thread. Starting this thread for those of us who may not be as well versed in day trading but would appreciate insight from the many here who watch the market closely for long term wealth building opportunities. That may include advice on their favorite blue chips, dividend stocks, investment strategies, market trends, IPO's, etc. Basically a version of the "Stock, option, etc. Traders" thread that caters to those of us who are not in the fight daily but looking for good advice on where to put some capital.

I have a managed retirement account. I also have a personal brokerage account that I am trying to build with a few blue chips/dividend stocks, a few tech stocks, a few ETFs and some stocks that have been recommended by pay for service investment advisor sites. These sites are the reason I am posting here. While some have been good recs, I have found that they are increasingly moving towards a click bait strategy, don't give recs unless you pay, won't even let you read research without paying. I think there are some good investors on this site that are willing to share insight...for free! So feel free to share!

Old 11-26-2020, 08:12 PM
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My first question is what thoughts are on on the supposed 5G "revolution"... I already had some positions in T and INTC. They have been non-movers lately but I have read a few articles that seem to think they will do well once the 5G stuff is rolled out. Also have some positions in QCOM, AMD, ERIC, and TSM which have done much better and apparently may do better as the rollout advances

Last edited by bluejack; 11-26-2020 at 08:21 PM.
Old 11-26-2020, 09:08 PM
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I have a decent chunk of money that I have rolled over from last employer 401k’s to an IRA that I manage myself. I typically buy large vanguard mutual funds but take small positions in single stocks that I find interesting. I don’t day trade, and hold onto stocks for a minimum of 6 months.

I can’t speak to the 5G movement, but here is what I can offer.

So far my biggest win has been APPN (Appian). They are a low code software company that went public a few years ago. They just went through the roof, so now is not a good time to buy them. My “sell” order should go through tomorrow morning. I’ll buy them again if they dip back down to reality. I am also considering buying their competitor PEGA which has a much better P/E ratio.

Another on my list is LTHM (Livent). They mine and refine lithium. Most of their competitors are more diversified. Right now the lithium market is over supplied, but if car electrification is adopted by the masses, demand for lithium for battery production will sky rocket.
Old 11-26-2020, 09:08 PM
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Originally Posted by bluejack View Post
My first question is what thoughts are on on the supposed 5G "revolution"... I already had some positions in T and INTC. They have been non-movers lately but I have read a few articles that seem to think they will do well once the 5G stuff is rolled out. Also have some positions in QCOM, AMD, ERIC, and TSM which have done much better and apparently may do better as the rollout advances
I sold my T which certainly has been a non mover lately.

My Vanguard S & P 500 ETF has done well for many years.
Old 11-26-2020, 09:12 PM
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FIVG is an ETF that holds some of the big players in 5G....QCOM, ERIC, etc
Old 11-27-2020, 05:30 AM
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Originally Posted by rit.05 View Post
FIVG is an ETF that holds some of the big players in 5G....QCOM, ERIC, etc
What about the confluence of
5G
AI
Cloud ( and edge)
Old 11-27-2020, 05:47 AM
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I keep most of my retirement account in core low cost ETF's from Vanguard (VOO, VGT, VTI and VUG). They tend to hold a lot of the same companies, but the sector has been solid and provided a decent return over the past few years.

I take about 5% of the account and trade in and out of some stocks as the market has been volatile. BlackRock (BLK) has a nice trading range and if you are willing to pick up a few hundred to a thousand dollars a week it is possible. I sold out of my position on Wednesday before the holiday and will try to pick it back up next week if it pulls back a few dollars. Not a lot of money but keeps my head in the game.

I don't actively trade on margin so I have to wait for sold stocks to clear and not violate the free ride of the brokerage house.
Old 11-27-2020, 03:51 PM
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Made a lot of money more than double + my money on the EV sector stocks as they are very very hot now. Look at FCEL LI SOLO BYDDF PLUG all have more than doubled last few weeks. Good luck what ever way you chose.
Old 11-28-2020, 08:59 AM
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Qcln is a broad based fund investing in the major green players.
Old 11-28-2020, 09:20 AM
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My best advice is do this all thru Vanguard-the lowest fees in the Business.
Old 11-28-2020, 10:18 AM
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Buy INO
hold INO
Get rich
Old 11-28-2020, 10:59 AM
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Thanks for all the comments so far. Trainxxman, I got my 1st ever 100% return on NIO (Chinese EV) in just 1 month recently. Of course I kick myself for not investing more and think I've missed the boat as it's likely overvalued now. Million dollar question is when to sell it. I think I may sell my cost basis and hold the rest. That way I only lose house money moving forward. But, the greedy instinct to hold it and see if it turns into the next tesla is strong. Incidentally, I don't have the stomach for Tesla which of course didn't help me make any money.
Old 11-28-2020, 11:35 AM
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Why not own companies you NEVER have to sell(doesn’t mean you can’t or won’t)....?
Old 11-29-2020, 10:17 AM
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How’s everybody feeling about Lithium stocks? I see they took off since Nov....it’s a bubble but is it just starting or about to pop??
Old 11-29-2020, 11:59 AM
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Originally Posted by meritmat View Post
How’s everybody feeling about Lithium stocks? I see they took off since Nov....it’s a bubble but is it just starting or about to pop??
I have ALB and SQM and am happy. I think as long as the EV stocks and Solar stocks are going up they will too. Guessing.
Old 11-29-2020, 12:09 PM
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I have an E-Trade account I use to trade individual stocks with. Started out with 5K, I think I have put in another 2K to buy what I wanted.

I have been trading on the big name stocks, but I wait to buy until they split and hold on long term. But they have to perform or I sell them. Last four year stock market has been great!

I am holding apple, Boeing, Berkshire Hathaway B and Square. Bought Square as an IPO and it has taken off.

I bought American Airlines during the pandemic at about 11 a share, it will come back to 35 once the virus moderates and air travel resumes.

My returns are in the 300% range
Old 11-29-2020, 01:21 PM
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Originally Posted by meritmat View Post
How’s everybody feeling about Lithium stocks? I see they took off since Nov....it’s a bubble but is it just starting or about to pop??
I'm not sure but I just recently started watching CBAT. Up 200% in the last month and 900% in the last year.
Old 11-29-2020, 03:16 PM
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Originally Posted by joe.giuliano View Post
I have ALB and SQM and am happy. I think as long as the EV stocks and Solar stocks are going up they will too. Guessing.
Looking at an Australia company
https://www.orocobre.com/investor-centre/announcements/

Biggest reason they trade on a Canadian exchange. Found some nice US company’s but I would perfer to keep to Canadian traded company’s easier for me to trade
Old 12-02-2020, 02:05 PM
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Originally Posted by aubv View Post
Why not own companies you NEVER have to sell(doesn’t mean you can’t or won’t)....?
aubv, that is ultimately the goal. As I'm sure everyone does at some point in their investing career, we read something about the next big thing and want to get in on the ground floor. After starting a position we get some new information or something in the world changes. I made the mistake of getting in on some biotechs in March that are now way behind in the vaccine race, probably need to sell those....I am trying to pare down and get a core group that I just continue to invest in.

I know that you are an experienced investor from your other posts. What do you think is an appropriate amount of stocks to own? A lot of advising websites say around 20-30 or so. I don't really see the major importance of that number, especially if your holdings are somewhat diversified across sectors.
Old 12-02-2020, 03:07 PM
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Originally Posted by bluejack View Post
aubv, that is ultimately the goal. As I'm sure everyone does at some point in their investing career, we read something about the next big thing and want to get in on the ground floor. After starting a position we get some new information or something in the world changes. I made the mistake of getting in on some biotechs in March that are now way behind in the vaccine race, probably need to sell those....I am trying to pare down and get a core group that I just continue to invest in.

I know that you are an experienced investor from your other posts. What do you think is an appropriate amount of stocks to own? A lot of advising websites say around 20-30 or so. I don't really see the major importance of that number, especially if your holdings are somewhat diversified across sectors.
Do you own your own small business? If so, does it represent 50% or more of your net worth? 95% of your income?
Or do you work for a company that represents 95% of your income?

Why is that ok, yet CW says buying stock in large cap companies requires investing in 20-30 companies?
I pay zero attention to sectors, I can’t even tell you what sectors the companies I own are in...

If you own BRK, you own a bunch of companies, does that count as diversification?

Luckily as an investor you have no “need” to get in on the ground floor of new technology, vaccines or current fads. There are way to many good companies that, over the long haul, will return reasonably good returns to bother trying to pick future winners in that fashion or pay ridiculous prices to try and participate in those fleeting price moves. Especially in light of the failure rate of small businesses. Will you miss out on a high flier, sure. Does it matter if you get a reasonable rate of return, without them?

Ultimately, in my opinion, you have to ask yourself what are your goals? Then determine if an individual investment helps you get to that goal. If it doesn’t, then why would you invest in it?

Nothing says you even have to own stock in individual companies...



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