Eye on the Markets: Coronavirus Stocks/Investments thread

MrTop

EOG Master
ADM ---Archer-Daniels-Midland Company procures, transports, stores, and merchandises agricultural commodities and products. +9.5% in a short while... 1 yr return 41% staple sector
BOIL---- NATURAL GAS --leveraged. Doing well +20% YTD ...34% last yr
BCI - Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free ETF is an exchange-traded fund incorporated in the USA. YTD 6.5%



ALL won today
 
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homie1975

EOG Enthusiast
Buy RIVN. Thank me in 5 years

I think Ford splitting with them really hurt this play. I want to believe in them and their trucks, and I know they are still supported by the Amazon purchase of 100K trucks, but the EV space is getting extremely crowded now and I worry about this guy.
 

Valuist

EOG Master
Someone told me the same exact thing last month when it was 140. He's actually very wealthy. Its been beaten down. Aside from that why do you like it?

I've heard both sides on this one; going to 400 in 5 years; going to 0 within 5 years. I think there still is a lot EVs have to overcome; lack of charging stations is the big problem. Granted, Rivian has a 100k order from Amazon, and their product (at least so far) is commercial. Maybe there's a regular car they will put out but I thought they were concentrating on pickup trucks. The other issue for EV specialists like Rivian and Tesla is increased competition. All the major auto makers are getting involved and I'm sure strong car makers like Toyota and Honda will get it right, and take market share. Ford is big in the pickup truck market and I'm guessing they will get their share as well. In any event, the chart on Rivian is broken for now. Going to need time to consolidate to even if one wants to buy, I'd let the knife hit the ground first.

A second derivative EV play: BHP Billiton. Much more copper is used in EVs than ICE cars. BHP is the biggest copper miner in the world. And a 9% dividend yield to match.
 
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MrTop

EOG Master
I think Ford splitting with them really hurt this play. I want to believe in them and their trucks, and I know they are still supported by the Amazon purchase of 100K trucks, but the EV space is getting extremely crowded now and I worry about this guy.



the Ford CEO was on bloomberg TV. Good stuff. It would be on Utube
 

MrTop

EOG Master
saudi stock is on a solid run since last year.... Qatar steam


KSA - SAUDI
QAT - QATAR
 
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MrTop

EOG Master
that's march.

i don't think we'll be okay the next 4 weeks before 3/1.

still too many headwinds.




they gave an interesting stat from the past. The market comes back cause they buy the dip. When the BIG O was prez..they raised rates...the market still did good
 

Valuist

EOG Master
they gave an interesting stat from the past. The market comes back cause they buy the dip. When the BIG O was prez..they raised rates...the market still did good

That was because of the insane amount of money printing. That single handedly juiced the market.
 

homie1975

EOG Enthusiast
Nasdaq and the VXN both moved up today. That tells us there is still fear out there. Not a good sign for the tech growth high fliers.
 

MrTop

EOG Master
forget playing the indexes for the next couple of years. Individual stocks/ETF will do better. Non US stocks good also.
 

homie1975

EOG Enthusiast
facebook

biggest decline for a stock in the history of the stock market

-26.94%

you mean the biggest decline for Facebook in the history of the stock, correct?

I believe it's only the 3rd quarter in 10 years that it has missed earnings.

Pretty remarkable stat.
 

MrTop

EOG Master
Facebook’s parent company shed more than $230 billion in market value Thursday, a one-day loss that is the biggest ever for a U.S. company and increases pressure on a stock market long powered by technology shares. Meta Platforms Inc. FB -26.39% (formerly known as Facebook Inc.) gave a disappointing financial forecast, helping the major indexes snap a four-session winning streak. The tech-heavy Nasdaq Composite index dropped 3.7%, its worst day since September 2020, while the S&P 500 fell 2.4%.
 

homie1975

EOG Enthusiast
13% probability at this time of 50bp hike in March, but if it's not done then, 90% probability at the next meeting in May.
 

MrTop

EOG Master
Pioneer Natural Resources Co. , the largest oil producer in the Permian Basin of West Texas and New Mexico, raised its oil production between 19% and 27% a year in shale’s peak years. Now, Pioneer is planning to increase output only 5% a year or lower, for the long term.
 

Valuist

EOG Master
Pioneer Natural Resources Co. , the largest oil producer in the Permian Basin of West Texas and New Mexico, raised its oil production between 19% and 27% a year in shale’s peak years. Now, Pioneer is planning to increase output only 5% a year or lower, for the long term.
But it’s no EOG.
 

homie1975

EOG Enthusiast
Pioneer is a little bigger than Fang by market cap

diamond back energy --- ticker FANG

Ha! I missed that one by a mile.

Needless to say, I don't know the energy sector well at all - when I hear FANG I think blue chip tech mega giants.
 
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