Stock Discussions 2024

[krishnaaa]

  On 9/12/2024 at 3:41 PM, Hitman said:

Any thoughts on UPS? it is at 52 week low , with 5% dividend. Can falling oil prices and rate cuts help? I believe UPS is better than Fedex in recent years in terms of gaining market share. Any thoughts.. 

Expand  

 

  On 9/12/2024 at 9:02 PM, csrcsr said:

Adobe 8% down after earning record revenue good eps but weak outlook ata 

Expand  

Guys I have been saying it before and will say it again.

Rate cut cycle is going to start. Be in healthy Small and mid caps.

They haven't done anything for the past 4 years and are depressed.

Large caps have lot of cash whose interest payments are going to come down. And people have crowded into large caps for safety all these years making them bloated and overvalued. They will still go up but at a much slower pace. Friday's performance would have made it clear.

If you want to throwaway once in a decade opportunity, be my guest. But don't come back later saying that noone has told you about it.

 

Vellandi....kerchief vesukoni kurchondi.

[eclipse]

  On 9/14/2024 at 5:50 AM, krishnaaa said:

 

Guys I have been saying it before and will say it again.

Rate cut cycle is going to start. Be in healthy Small and mid caps.

They haven't done anything for the past 4 years and are depressed.

Large caps have lot of cash whose interest payments are going to come down. And people have crowded into large caps for safety all these years making them bloated and overvalued. They will still go up but at a much slower pace. Friday's performance would have made it clear.

If you want to throwaway once in a decade opportunity, be my guest. But don't come back later saying that noone has told you about it.

 

Vellandi....kerchief vesukoni kurchondi.

Expand  

 ade chethitho....please throw some good mid cap names for placing kerchiefs

[chittugaadu]

  On 9/14/2024 at 5:50 AM, krishnaaa said:

 

Guys I have been saying it before and will say it again.

Rate cut cycle is going to start. Be in healthy Small and mid caps.

They haven't done anything for the past 4 years and are depressed.

Large caps have lot of cash whose interest payments are going to come down. And people have crowded into large caps for safety all these years making them bloated and overvalued. They will still go up but at a much slower pace. Friday's performance would have made it clear.

If you want to throwaway once in a decade opportunity, be my guest. But don't come back later saying that noone has told you about it.

 

Vellandi....kerchief vesukoni kurchondi.

Expand  

Pls share some good buys in mid caps

[csrcsr]

  On 9/14/2024 at 5:50 AM, krishnaaa said:

 

Guys I have been saying it before and will say it again.

Rate cut cycle is going to start. Be in healthy Small and mid caps.

They haven't done anything for the past 4 years and are depressed.

Large caps have lot of cash whose interest payments are going to come down. And people have crowded into large caps for safety all these years making them bloated and overvalued. They will still go up but at a much slower pace. Friday's performance would have made it clear.

If you want to throwaway once in a decade opportunity, be my guest. But don't come back later saying that noone has told you about it.

 

Vellandi....kerchief vesukoni kurchondi.

Expand  

Small and mid caps are good , but your portfolio should be mixed if not mega 7 therr arre some good companies which are giving results like oracle , example 

Yes mid caps might benefit but you cannot exclude large caps in portfolio IMO

[Sreeven]

  On 9/14/2024 at 2:58 PM, csrcsr said:

Small and mid caps are good , but your portfolio should be mixed if not mega 7 therr arre some good companies which are giving results like oracle , example 

Yes mid caps might benefit but you cannot exclude large caps in portfolio IMO

Expand  

Konni mid cap suggest cheyi bro

[csrcsr]

  On 9/14/2024 at 3:05 PM, Sreeven said:

Konni mid cap suggest cheyi bro

Expand  

Russell index konuko if that section of caps anni paiki vastayi anukunte because of cut cycle

IWM ticker majority small cap untayi

 

[csrcsr]

  On 9/14/2024 at 3:05 PM, Sreeven said:

Konni mid cap suggest cheyi bro

Expand  

 

@krishnaaa added in above post

[csrcsr]

Oracle poyindi inka saturate matta anaru 

6months lo 30 % 1 month lo 20% nas mokam meeda kaki retta eyya unayi amesa

[keertana]

  On 9/14/2024 at 5:50 AM, krishnaaa said:

 

Guys I have been saying it before and will say it again.

Rate cut cycle is going to start. Be in healthy Small and mid caps.

They haven't done anything for the past 4 years and are depressed.

Large caps have lot of cash whose interest payments are going to come down. And people have crowded into large caps for safety all these years making them bloated and overvalued. They will still go up but at a much slower pace. Friday's performance would have made it clear.

If you want to throwaway once in a decade opportunity, be my guest. But don't come back later saying that noone has told you about it.

 

Vellandi....kerchief vesukoni kurchondi.

Expand  

I feel like there will be some correction before what you said happens. 

[krishnaaa]

  On 9/14/2024 at 5:42 PM, keertana said:

I feel like there will be some correction before what you said happens. 

Expand  

There may or maynot be.

There are elections and tax loss harvesting events.....which are usually volatile.

All I am saying is to change your thinking. There will be dips going forward which would be good buying opportunities.

Stay away from large caps if you want outsized returns going forward.

[Konebhar6]

  On 9/9/2024 at 5:00 AM, argadorn said:

4 manchi vi chepthay research chetsham 

Expand  

BHYSX - Yield 6.62%

USHY - Yield 6.6%

[Konebhar6]

I think stocks are due for a correction. Irrespective of Interest rate cuts, even small and mid caps will fall. Usually they fall more than the large caps. But it also gives opportunities to buy stocks at lower prices.

 

[The_Mentalist]

Enti sangathulu

ela undhi market?

appud eppudo fire tho aadukunna

malli quarter end antunnaru so oka raayi vesi chudham ani came

[csrcsr]

  On 9/16/2024 at 3:13 PM, The_Mentalist said:

Enti sangathulu

ela undhi market?

appud eppudo fire tho aadukunna

malli quarter end antunnaru so oka raayi vesi chudham ani came

Expand  

Rate cut tho games aduthunaru senators konthamandhi .75 basis points kavali antunaru anta rofl , market oka sare punched am ani trying which might be good for some time but inflation back vachi motatnike esaru vastaid tough times ahead chudali

 

[The_Mentalist]

  On 9/16/2024 at 6:17 PM, csrcsr said:

Rate cut tho games aduthunaru senators konthamandhi .75 basis points kavali antunaru anta rofl , market oka sare punched am ani trying which might be good for some time but inflation back vachi motatnike esaru vastaid tough times ahead chudali

 

Expand