Stock discussions

[Hitman]

2 hours ago, Konebhar6 said:

what do u have?

XLU, NÉE, D, AEP, DUK, NRG, BE, ARRY

[karna11]

19 hours ago, Hitman said:

XLU, NÉE, D, AEP, DUK, NRG, BE, ARRY

Enter avvochaaa ippudu?

[Hitman]

9 minutes ago, karna11 said:

Enter avvochaaa ippudu?

They only see light after interest rate reduction. Or utilities has to increase prices. This is political 

[Konebhar6]

20 hours ago, Hitman said:

XLU, NÉE, D, AEP, DUK, NRG, BE, ARRY

I would say start averaging them. By the way is this the only sector you invested in? So many Utilities companies? Anyone who wants to take a position in this, its time. You can $ average if they go down more.

I like XLU the best. Its a fund. Very less expense ratio. Decent yield. 

Among individual stocks AEP. 

They may go down more if interest rates keep rising. 

[Raja_Returns]

e lanza crypto stocks enduku atla padutunayi btc up unna kuda

any idea vaa

[Konebhar6]

Look at the charts of XLU - All time and 5 yr. Excellent graph with steady increase and a few dips in between. See the dip in 2008 when Fed kept increasing the interest rates. Price of XLU kept going down until fed stopped. See the rise of the stock from 2008 till 2022 with minor dips in between (due to market conditions). Excellent rise. Good investment down the lane.

[cool_boy]

2 hours ago, Raja_Returns said:

e lanza crypto stocks enduku atla padutunayi btc up unna kuda

any idea vaa

mara

tesla

only 2 unayi na account lo

mara avg 15.5 900stocks

tesla 288 100 stocks

epudu recover avutayo ento

[Lifeisfunn]

@Konebhar6

 

I respect the valuable inputs/analysis on market and on specific equities that you provide, it’s incredible.

 However, talking about XLU or Utilities sector in general, in my opinion is not so great place to invest, understand XLU (Utility sector) is Defensive in nature the economic difficulties and has recession proof characteristics, and one needs to have a diversified portfolio. But that does not mean XLU is the best option. If you see Consumer Staples - XLP or Health care - XLV sectors they perform much better than Utility Sector. Based on your example of 2008 to current (you referred only until 2022, but for the ease of explaining my thoughts, will keep it to date) total returns of each of these sectors with S&P 500 index ETF SPY here are the details

SPY – Total Returns --> 219.5 %

XLU – Total Returns --> 49.8 %

XLP – Total Returns --> 143.5 %

XLV – Total Returns --> 308.8 % (Actually outperformed SPY) And within this sector there definitely will be a few high-quality stocks that may have given, even greater returns than XLV itself.

 Also, Utilities sector in general is low growth, high debt and highly competitive businesses.

 In short my conclusion, not arguing XLU is not a right investment, if an individual is trying to find, research & invest in a Individual stock, sector ETFs etc the goal should be to outperform or be equivalent level to the standard indexes returns (SPY, DIA, XLK/QQQ, IWMs) if such outlook/goal is missing in the individuals simply buy S&P 500, Nasdaq 100, DOW 30 in every possible DIPs, or do DCA, buy every month/Quarter.

 Source of Return % is from Trading View

[Konebhar6]

17 hours ago, Raja_Returns said:

e lanza crypto stocks enduku atla padutunayi btc up unna kuda

any idea vaa

Naaku ardham kani vati joliki vellanu bhayya .. At the same time we should not ignore these as well. I was looking for a decent Crypto ETF but did not find any. I would say stick to frontline cryptos - Bitcoin and Ethereum. Otherwise wait until your investments are in +ve and sell them.

[Konebhar6]

6 hours ago, Lifeisfunn said:

@Konebhar6

 

I respect the valuable inputs/analysis on market and on specific equities that you provide, it’s incredible.

 However, talking about XLU or Utilities sector in general, in my opinion is not so great place to invest, understand XLU (Utility sector) is Defensive in nature the economic difficulties and has recession proof characteristics, and one needs to have a diversified portfolio. But that does not mean XLU is the best option. If you see Consumer Staples - XLP or Health care - XLV sectors they perform much better than Utility Sector. Based on your example of 2008 to current (you referred only until 2022, but for the ease of explaining my thoughts, will keep it to date) total returns of each of these sectors with S&P 500 index ETF SPY here are the details

SPY – Total Returns --> 219.5 %

XLU – Total Returns --> 49.8 %

XLP – Total Returns --> 143.5 %

XLV – Total Returns --> 308.8 % (Actually outperformed SPY) And within this sector there definitely will be a few high-quality stocks that may have given, even greater returns than XLV itself.

 Also, Utilities sector in general is low growth, high debt and highly competitive businesses.

 In short my conclusion, not arguing XLU is not a right investment, if an individual is trying to find, research & invest in a Individual stock, sector ETFs etc the goal should be to outperform or be equivalent level to the standard indexes returns (SPY, DIA, XLK/QQQ, IWMs) if such outlook/goal is missing in the individuals simply buy S&P 500, Nasdaq 100, DOW 30 in every possible DIPs, or do DCA, buy every month/Quarter.

 Source of Return % is from Trading View

Good analysis. That's why I always recommend people to diversify. Utilities should have a place for 2 reasons - They have steady growth and Div Yields. When opportunities like now arise where prices fell a lot, its a good investment opportunity and the yields are better too. Also they have a steady growth and saves us from heart burn. 

It does not matter how much knowledge we have or how smart we are, unless we control our greed and fear, we cannot make money in the market. Its easy to look back and look at the returns index funds are giving, but now many of us actually kept them through out the years. I salute those who did. 

I am more practical these days and trying to diversify. But mostly defensive sectors like Utilities, Pharma, Income Funds, Monthly div funds, etc. 

[Konebhar6]

7 hours ago, Lifeisfunn said:

@Konebhar6

 

I respect the valuable inputs/analysis on market and on specific equities that you provide, it’s incredible.

 However, talking about XLU or Utilities sector in general, in my opinion is not so great place to invest, understand XLU (Utility sector) is Defensive in nature the economic difficulties and has recession proof characteristics, and one needs to have a diversified portfolio. But that does not mean XLU is the best option. If you see Consumer Staples - XLP or Health care - XLV sectors they perform much better than Utility Sector. Based on your example of 2008 to current (you referred only until 2022, but for the ease of explaining my thoughts, will keep it to date) total returns of each of these sectors with S&P 500 index ETF SPY here are the details

SPY – Total Returns --> 219.5 %

XLU – Total Returns --> 49.8 %

XLP – Total Returns --> 143.5 %

XLV – Total Returns --> 308.8 % (Actually outperformed SPY) And within this sector there definitely will be a few high-quality stocks that may have given, even greater returns than XLV itself.

 Also, Utilities sector in general is low growth, high debt and highly competitive businesses.

 In short my conclusion, not arguing XLU is not a right investment, if an individual is trying to find, research & invest in a Individual stock, sector ETFs etc the goal should be to outperform or be equivalent level to the standard indexes returns (SPY, DIA, XLK/QQQ, IWMs) if such outlook/goal is missing in the individuals simply buy S&P 500, Nasdaq 100, DOW 30 in every possible DIPs, or do DCA, buy every month/Quarter.

 Source of Return % is from Trading View

The reason I considered Utilities until 2022 is .. Simple strategy for utilities .. Enter when Interest rates are high (Q4 2023 - Q1 2024) ... Exit when they are low (2022). We know the direction Fed is going. 

So compared to individual stocks, its easy to detect these patterns in utilities. Same with Income funds.

I still feel a big drop is coming for stocks which will make these utilities stocks even cheaper. Right time to get into them.

[megadheera]

Southwest airline is at attractive price

[Konebhar6]

25 minutes ago, megadheera said:

Southwest airline is at attractive price

Yes attractive prices but everything pointing to more blood bath. Its in a freefall range. No support until 18-19 range. Have'nt been following airlines stock but growth seems to be slowing down. I do not see any other -ve news. 

Any other factors that pulled it down this much?

[cool_boy]

market endi va mari intha gambling ayendi

okaroju full pump inko roju full dump

 

[Konebhar6]

ILMN holding its ground well. As I mentioned before 125 seemed like a good support. If this level is hold for sometime in this down market, its a buy signal.