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I'm going to liquidate my portfolio


abenjami

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12 hours ago, OILERMAN said:

45.75% from the low in 401k

There will be less volume as companies cut costs and layoff. The company I work for just cut our 401k match until next year. They employee about 150,000 people world wide. 

 

For our company alone, that means a lot less funds will be purchased. I'm sure a lot of companies will do this. 

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Jfc are you a boomer? Here...    

This is one of the problems.... It could go higher for much longer and/or when you get in it could go lower much longer..... You have to guess right twice

Way back when Bush was president he signed this https://theweek.com/articles/767184/how-george-bush-broke-post-office   Around the same time my house flooded, home insurance doesn't cover fl

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The blip won't just be from earnings but also the shock of the second outbreak in the South.

 

Generally though I believe the market has already priced most of this in.  The economic shock will be felt by all the companies outside of the stock market.  As things reopen these larger companies will clean up.

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Corporate buy backs and Americans in denial about the fundamentals of the economy have sent and kept the market overvalued. The market is even further fueled by short term gain seekers right now who don’t care about the fundamentals of a company. 
 

Companies and especially Tech companies are even more wildly overvalued. 
 

It’s interesting to watch. After good earnings, Aurora Cannabis bought an American CBD company that had a $40 million market value. Their stock then went up $600 million in market value as part of the news and people bought into that. It’s already overvalued stock. 
 

One scare and everyone panic sells off right now. 

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3 hours ago, Downtown said:

Corporate buy backs and Americans in denial about the fundamentals of the economy have sent and kept the market overvalued. The market is even further fueled by short term gain seekers right now who don’t care about the fundamentals of a company. 
 

Companies and especially Tech companies are even more wildly overvalued. 
 

It’s interesting to watch. After good earnings, Aurora Cannabis bought an American CBD company that had a $40 million market value. Their stock then went up $600 million in market value as part of the news and people bought into that. It’s already overvalued stock. 
 

One scare and everyone panic sells off right now. 

While I agree about corp buybacks, there are still deals out there. For example, in the cannabis industry, don't fucking buy volatile pumped weed stocks. By companies like IIPR (a REIT) that buys revenue generating assets (renting warehouses to weed companies). Levi Strauss had the same philosophy during the gold rush. The company has like 13 employees who are all heavily invested in the company. 

 

The stock I mentioned is heavily undervalued in a growing industry. A week ago it bought a property and leased it in Cali immediately. Turnkey money. I think the stock is worth over $120 but it's trading closer to $80. Lots of deals out there. Most of the volatility right is panicking investors, giddy investors, and dumbass options traders. 

 

Go check out Reddit: Wallstreetbets

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1 hour ago, SleepingTitan said:

While I agree about corp buybacks, there are still deals out there. For example, in the cannabis industry, don't fucking buy volatile pumped weed stocks. By companies like IIPR (a REIT) that buys revenue generating assets (renting warehouses to weed companies). Levi Strauss had the same philosophy during the gold rush. The company has like 13 employees who are all heavily invested in the company. 

 

The stock I mentioned is heavily undervalued in a growing industry. A week ago it bought a property and leased it in Cali immediately. Turnkey money. I think the stock is worth over $120 but it's trading closer to $80. Lots of deals out there. Most of the volatility right is panicking investors, giddy investors, and dumbass options traders. 

 

Go check out Reddit: Wallstreetbets

Have watched IIPR for a couple years and even traded it a few times, but never held onto it.  Was a bargain buy down near 40 a couple months ago.  A buy at 10 bucks 2 years ago would have been a 10 bagger!  

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9 minutes ago, OilerTitanHybrid said:

Have watched IIPR for a couple years and even traded it a few times, but never held onto it.  Was a bargain buy down near 40 a couple months ago.  A buy at 10 bucks 2 years ago would have been a 10 bagger!  

I'm just gonna hold it. They may get some really good deals on warehouses that had to close doors soon. Rev is gonna be nuts this time next year.

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7 hours ago, SleepingTitan said:

 Most of the volatility right is panicking investors, giddy investors, and dumbass options traders. 

 

 

That IS your market at the moment. Institutional money is largely out on the sidelines right now. That’s why I look to the new trend of Robinhood. Volume is propped up by people not looking to hold a stock any longer than through the week. 

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20 hours ago, patsplat said:

The blip won't just be from earnings but also the shock of the second outbreak in the South.

 

Generally though I believe the market has already priced most of this in.  The economic shock will be felt by all the companies outside of the stock market.  As things reopen these larger companies will clean up.

 

It's possible the Federal Reserve just pours money into the problem whether there is a big 2nd wave, unemployment gets worse etc...... It's not a prediction but a possibility. 

 

I was actually hoping the bottom would last a lot longer to get more cheap shares but that's not gonna happen

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The recent job cuts and riots are not good. China NK tensions on top of that. Now Israel shot an unarmed guy. Oil dumping. 

 

Monday is gonna be a terrible day for the stock market. We may see a crash. 

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