stocks

[moneymaker]

It’s tempting to buy Tesla at <$300 but they pay no dividend, so I think I'll stick to Ford and ATT who both pay a dividend around 6%, my problem is it is better to hold a stock for over a year as far as taxes go, but I've never been able to do it yet.

[Coronita]

ford was just downgraded 1 level above junk status. good luck.

[Coronita]

Speaking for Ford, I think Ford won’t make it.

They changed their business strategy in the U.S. so that in the U.S., Ford will only make trucks and SUVs. They are taking on considerable debt to retool factories here to build more trucks and SUVs.

Ford’s plan was to move sedan/car production out of the US and import them back to the U.S. However, now that Trump is imposing import tarriffs, Ford just announced they won’t be doing this..

https://www.reuters.com/article/us-autos-trade-ford/ford-kills-plan-to-sell-chinese-made-vehicle-in-the-united-states-idUSKCN1LG22S

If gas prices keep going up, and a recession hits the U.S., American consumers are likely to switch back to smaller, more fuel efficient cars. Ford won’t have the correct product portfolio to sell to American consumers, and they won’t be able to quickly re-tool to make small cars in the U.S.

My 2 cents

[plm]

Why do people like to invest in dividend stocks? There is a much higher return with growth stocks.

I’m over 90 percent invested in growth stocks. I think it is supposed to be around 30 percent for a balanced portfolio but I don’t see why not invest in the stocks that make the most money.

[moneymaker]

A growth stock is fine if you are young or like to day trade or invest in pyramid schemes. For those of us that have been around a while we like companies that actually make money and pay a dividend. During this current boom cycle I can see the attraction of growth stocks but the party will eventually end! I realize that when the bust comes it will affect all stocks but I’m just using a little of my extra money and don’t depend on my stock picks for a living. I’m always amazed to see Apple go up and up and up and yes they do make real money and have a surplus along with their 114.6 Billion in debt. They do pay a small dividend, currently 1.3%

[moneymaker]

flu you are right and it scares me sometimes, but every car company is doing the same thing by building plants outside the country. I hope the CEO of Ford calls me soon as they seem to need some guidance.

[Coronita]

I admit… I do enjoy watching AMD short sellers get totally burned bigtime the past couple of months…Time to take some money off the table and laugh all the way to the bank at their expense. Especially, now it’s approaching $28. Hopefully, a good quarterly report will slaughter whatever is left of AMD shorts.

[plm]

Wow 11 percent in one day, congrats on AMD. Was thinking of buying AMD myself last week but thought it was too high. Also got burned twice in the past losing money on AMD so didn’t want to get burned a third time.

Seems to me risky growth stocks are a better investment than dividend stocks. At least until the market crashes.

[Coronita]

Moneymaker. 3 things I plan on doing….

1. I’m reducing my exposure to international funds, particular ones that are in Asia.
I think emerging markets are having issues, and the international indexes have done well for the past few years. Nothing lasts forever, so my I’m reducing my allocation from roughly 30% to about 15%… Part of that will be moved into one of them “Target 2030 Blend Funds”, part of that will be held in a 2.5% money market account for the time being until I figure out what to do.

2. I’m trying to reduce the number of stocks i still hold in my after tax trading account.

3. I am selling one property and going to be adding some cash to probably do a 1031 exchange to a slightly larger place in a better location that rents better. Maybe Carlsbad… Don’t know exactly yet.

In summary, I’m trying to reduce my level of risk as I get closer to early retirement I hope. we shall see

AMD was a simple being lucky like a broken clock twice a day….I’ll stay in to at least year 2020, since I already sold something to cover my initial costs + a little extra. So anything else extra at this point is pure profit….Contemplating selling all my 1/18/2019 $12 calls and adding more 1/17/2020 $15 calls. It’s roughly $1.50 price difference, but gets me one extra year to expiration, and at the current stock price, both contracts move almost $1 per share per $1 actual stock price increase…Doing so will allow me to pick up an additional 20 contracts without adding any more money to the pot, and extends the expiration by 1 year.

[Coronita]

another upgrade. uh oh.

[moneymaker]

Glad I didn’t buy Tesla, looks bad for them right now. I might pick up some Ford if it gets down to 9.2 though.

[Coronita]

The good news keeps coming out of Intel….(for AMD, lol)

https://www.theinquirer.net/inquirer/news/3062401/intel-to-outsource-some-14nm-production-to-tsmc-amid-tight-supply

So says Digitimes, which reports that Intel is struggling meet capacity in-house, likely caused by the firm’s delay in advancing to 10nm which has placed further pressure on its 14nm production lines. The firm’s overall 14nm chip supply fall short of demand by as much as 50 per cent, according to the report.

More major fvckups at Intel please. Hire another incompetent CEO please.

[Myriad]

A hot stock is always awesome until it’s not or the market takes out the whole sector.

INTC has been good for the past few years. Probably not for the next year or so. I guess investing in NVDA, MU, AMD would have provided a better return in the past few years. Probably I’m too conservative and worried about getting burned by corporate risk – a lower P/E and better cash flow mitigates some of this.

Dividends are great too (it’s a different investment strategy), but chasing yields has other problems such as companies with high debt (AT&T), risk of dividend cut, and opportunity risk.

[Coronita]

I think this has less to do with AMD being a “hot stock” and has a lot more to do with how shitty Intel has been excuting for the past few years and being sort of caught with their pants down.

When AMD was a $2.50 stock and almost dead with a crappy product, that was speculation.

When Lisa Su joined and the Ryzen architecture came up that became less speculation.

When Intel delayed their 10nm the third time that was less speculation…

When Spectre and Meltdown hit intel and only a software patch can be made, that was less speculation (and funny as hell)…

When Intel is still stuck on 14nm and now is having production issues and has to outsource to TSM, that’s a big deal. It means,Intel is capacity constraint….and likely their 10nm is delayed further.

When Intel server chips are not going to ship on 10nm until 2020 and AMD will be shipping on 7nm with TSM later this year, that adds to a growing list of fckups that is hysterical.

Perhaps because I am a geek and follow all these things, I am enjoying this slow moving Intel train wreck.

Stock analysts are finance guys that usually.dont understand the tech, so I think it’s pretty funny most of them have written off AMD until recently… And hedge funds and investment groups listened to them and (gasp) went long on Intel in the 50ies or (even more funny) went short on AMD when it was a single digit… This isn’t an AMD short sellers short squeeze, it appears to be more like an AMD short seller’s chokehold….
So glad they are getting burned big time in the short term…. ha ha…

We will see what the future holds. please more fvckups, Intel.

[Coronita]

Internal leaks are always good…

Think of this website as piggington for the chip industry….lol.

Update to Intel Custom Foundry 10nm customer meltdown

Intel has no chance in servers and they know it

“Intel has no chance in servers and they know it
Updated: Numbers straight from the horses mouth”

If you recall last year, Intel had a “manufacturing day” to tell you all about the glories of their manufacturing process. The official story, now shown to be the lie we told you it was, was that 10nm wasn’t actually late and Intel didn’t fall off the Moore’s law train. Instead they intentionally took a new tact called Hyperscaling which was said to slow down the cadence of shrinks but increase the magnitude of each step. Most of the financial world bought it, the few that didn’t had their microphones taken when they tried to ask pertinent questions. (Note: This is not a joke, the details are in the link above)
If you were cynical or more to the point knew what was actually happening behind the scenes, you would be horrified at the technically legal but still misleading statements given about the state of process technology at Intel. SemiAccurate was the lone voice detailing the problems from the very start, to the delays, and to the final non-admission that things were never going to work. Hyperscaling is BS and was directly contradicted by the very words of the presenters

no one really believes the CEO was fired over a known inappropriate relationship.
…lol….

[Author]

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