Homebuilder Stocks

[Anonymous]

[quote=sdrealtor][quote=deadzone][quote=sdrealtor][quote=deadzone]Well the only way your portfolio is Green today is if you are shorting the market.[/quote]

Uhhh…… No!

LLY + 4.56% (largest holding in my portfolio)
RPM + 4.86% (another large holding)
MRK + 1.49% (another large holding)
JNJ + 2.60% (another large holding)
ABBV +3.35% (4th largest holding in my portfolio)[/quote]

How’s NAIL working out for you? I know you are all talk, you weren’t actually stupid enough to buy it.[/quote]

Down a couple hundred bucks. Apparently you know nothing about me. I always do what I say. It’s called having integrity. Still early, I’ll probably end up plus minus less than a nice dinner[/quote]

Funny how your stock portfolio is so focused on defensive stocks. Smart, if true. Maybe beyond your talk you actually do have enough common sense to realize that rising interest rates are not good for housing stocks or tech stocks.

[sdrealtor]

[quote=deadzone][quote=sdrealtor][quote=deadzone][quote=sdrealtor][quote=deadzone]Well the only way your portfolio is Green today is if you are shorting the market.[/quote]

Uhhh…… No!

LLY + 4.56% (largest holding in my portfolio)
RPM + 4.86% (another large holding)
MRK + 1.49% (another large holding)
JNJ + 2.60% (another large holding)
ABBV +3.35% (4th largest holding in my portfolio)[/quote]

How’s NAIL working out for you? I know you are all talk, you weren’t actually stupid enough to buy it.[/quote]

Down a couple hundred bucks. Apparently you know nothing about me. I always do what I say. It’s called having integrity. Still early, I’ll probably end up plus minus less than a nice dinner[/quote]

Funny how your stock portfolio is so focused on defensive stocks. Smart, if true. Maybe beyond your talk you actually do have enough common sense to realize that rising interest rates are not good for housing stocks or tech stocks.[/quote]

Its not focused on defensive stocks those are strong growth and income companies Ive owned as long as a couple decades. I have a lot of everything. Its called being diversified. I also have significant mostly long term positions in MSFT, APPL, NVDA, FB, UPS, ABNB, AVGO, MO, GOOG, AMZN, T, XOM, HD, KMB, MCD, QCOM, O, VZ, KO and others on top of Pimco & Franklin Income funds, some muni bonds paying 6% and a $2M hovel in Carlsbad. Those are all pretty much in my Merrill a/c I rarely touch. I have another smaller one I “gamble” with. Some of us here know what we are doing and invest to make money not to be proven smart or right like others. Those folks would benefit to listen to and learn from myself and others like FLU. We win no matter what happens

[Anonymous]

Okay so in other words your portfolio is very much in the red today.
Even without NAIL.

[an]

[quote=deadzone]Okay so in other words your portfolio is very much in the red today.
Even without NAIL.[/quote]
Weren’t you the one that say if I didn’t sell my NFLX call, then it doesn’t matter how much I gain?

[Coronita]

[quote=an][quote=deadzone]Okay so in other words your portfolio is very much in the red today.
Even without NAIL.[/quote]
Weren’t you the one that say if I didn’t sell my NFLX call, then it doesn’t matter how much I gain?[/quote]

Alternative facts.

Clearly if you are up and haven’t sold, it doesn’t matter.

But apparently if you are down one day, despite holding MSFT for years (decades?), it is significant.

Lol.

[sdrealtor]

[quote=Coronita][quote=an][quote=deadzone]Okay so in other words your portfolio is very much in the red today.
Even without NAIL.[/quote]
Weren’t you the one that say if I didn’t sell my NFLX call, then it doesn’t matter how much I gain?[/quote]

Alternative facts.

Clearly if you are up and haven’t sold, it doesn’t matter.

But apparently if you are down one day, despite holding MSFT for years (decades?), it is significant.

Lol.[/quote]

Decades! And my long portfolio with 80% was basically flat (down a few hundred). The high risk gambling portfolio was down the 3.5% it was up the same amount two days ago. And Zillow on my house went up $27k the last 7 days but is still lagging comps. The life of red

[Anonymous]

[quote=an][quote=deadzone]Okay so in other words your portfolio is very much in the red today.
Even without NAIL.[/quote]
Weren’t you the one that say if I didn’t sell my NFLX call, then it doesn’t matter how much I gain?[/quote]

This thread is about homebuilder stocks, specifically how they are totally shitting the bed and it is an indicator of the coming housing crash.

You guys are trying to change the topic because you can’t wrap your brains around the possibility that housing and stock markets “could” actually crash. And you specifically talking shit about buying NAIL, although I don’t think you were actually dumb enough to do it.

[Anonymous]

[quote=Coronita][quote=an][quote=deadzone]Okay so in other words your portfolio is very much in the red today.
Even without NAIL.[/quote]
Weren’t you the one that say if I didn’t sell my NFLX call, then it doesn’t matter how much I gain?[/quote]

Alternative facts.

Clearly if you are up and haven’t sold, it doesn’t matter.

But apparently if you are down one day, despite holding MSFT for years (decades?), it is significant.

Lol.[/quote]

LOL you are the one who claimed you were green for the day.

[sdrealtor]

[quote=deadzone][quote=an][quote=deadzone]Okay so in other words your portfolio is very much in the red today.
Even without NAIL.[/quote]
Weren’t you the one that say if I didn’t sell my NFLX call, then it doesn’t matter how much I gain?[/quote]

This thread is about homebuilder stocks, specifically how they are totally shitting the bed and it is an indicator of the coming housing crash.

You guys are trying to change the topic because you can’t wrap your brains around the possibility that housing and stock markets “could” actually crash. And you specifically talking shit about buying NAIL, although I don’t think you were actually dumb enough to do it.[/quote]

Silly me I thought it was a thread about you trying to feel so smart about being so poor

[Coronita]

[quote=sdrealtor]
I’ve had all those for a very long time. My serious money. Generates great dividend income and steady growth[/quote]

Dividend play was getting hard to do, personally.

I bought Sempra Energy and Edison, 2 years back when energy prices were lower. Just a tiny position of a few hundred shares. The dividend were slightly over 3% for Sempra and 4% for Edison, when Sempra was $122/sh and Edison was around $60/share.

I figure instead of getting mad at SDGE and SoCal Edison raise rates of electricity and natural gas, I’d just camp out in their dividend, and if they raised rates for their bottom line, good for them and good for me, heh heh.

Both too expensive to buy now. Sempra dividend is under 3% now, and Edison is under 4% now. Both are close to an all time high. Probably should take some money off the table in those and find something with better dividends.

—————

Hey, unrelated I finished my valve cover replacement on my N55 motor and finished plastic welding some broken panels just now in my garage that I don’t want to replace for several hundred $$$. Saved over $1300, now extra gambling money 🙂

What a royal pain in the azz… Got to remove all sorts of shit just to take off the cover. And that point, you might as well replace the valve cover along with the gasket, since the valve covers are now made out of plastic that get brittle over time. Stupid BMW’s. Thank you, work at home flexible schedules.

Before
[img_assist|nid=27587|title=|desc=|link=node|align=left|width=1000]

Middle
[img_assist|nid=27588|title=|desc=|link=node|align=left|width=1000]

[img_assist|nid=27586|title=|desc=|link=node|align=left|width=1000]

End
[img_assist|nid=27589|title=end|desc=|link=node|align=left|width=1000]

… so much plastic stuff shit….I managed to only break 2 things, one which was a maintenance item that needed to be replaced anyway $20, and the plastic engine covers that were pre-broken by the stealership who never told me…..Total walking on eggshells…but, yes it is possible so service a BMW at home with a little patience. I hope those 6 metal fuel lines that run over the cover don’t leak, lol.

8 hours over a few days and counting, and almost done… I guess that’s why Indy shops want $1300, excluding parts cost of course, which is another $600 for the valve cover lol,

https://www.fcpeuro.com/products/bmw-valve-cover-kit-11127570292kt1

….So, about the extra $1300 gambling money….
PTON call option or NAIL call option? 🙂

Going to bed. The fumes from the plastic welder is getting to me in my garage… lol

[sdrealtor]

The key to dividend play is build over long time and reinvest them until the day finally comes you’ll need the income. I’ve got a bunch the current yield is not that high currently but they regularly boost them above inflation and the $ amounts are piling up. Plus’s the reason yields are down is due to great appreciation in stock price. I just look at it as the income is for me and appreciation is for my heirs who some day will wash away the taxes with a step up in basis.

Life is grand! I have a working kitchen fridge again and ice for my Old Fashioneds

[Coronita]

My dividend plays have not been great. It’s not bad, but just not great.

Energy dividends were better than others, but that’s about it.

Need to do more research.

Also need to work on my plastic welding skills. Spent all night and wee morning hours practicing and trying to do it right, but still isn’t great…

[img_assist|nid=27595|title=|desc=|link=node|align=left|width=2000]

The cheap replica covers I found from Amazon were made in china and pretty flimsy. I’m returning them. For $66 for all 3, it was priced too good to be true and not something I would want to count on for weatherproofing stuff in the engine bay.

[sdrealtor]

Yes cheap parts from China can be problematic. I self repaired my fridge with one and that’s what caused me to have a non functioning fridge in my kitchen for two months until I got a repair guy who immediately diagnosed my issue. Apparently that part will work in every fridge except mine a Kitchen Aid built in unit. Lesson learned! When doing DIY repairs your saving enough that you should always buy factory replacement parts

[Anonymous]

meanwhile NAIL continues to get hammered.

[Coronita]

Well, dz, I guess if you start 4 threads on this blog, it’s very difficult at any instance of time to be consistently wrong on all 4 threads at the same time… It happens, but usually, on a single day, you might temporarily be correct on 1 of 4 threads… emphasis, temporary….

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