So if you had $50K to invest, where would you put it?

[NeverL8]

Originally Posted by Rmtt

I'm waiting to see how Quarterly Earnings filter through....see what happens...then decide!

What are you looking for in quarterly earnings? They’re all going to be down...but are you looking for something specific? Sorry I’m noob, trying to learn

[M4_GTS]

Originally Posted by TheRussski

What are you looking for in quarterly earnings? They’re all going to be down...but are you looking for something specific? Sorry I’m noob, trying to learn

I am pretty sure he's expecting the prices to go down as the earnings report won't be pretty.

[Rmtt]

Originally Posted by M4_GTS

I am pretty sure he's expecting the prices to go down as the earnings report won't be pretty.

This. Once they are public.....things should dip and the stuff we have been looking to pull the trigger on should be even more appealing.

[M4_GTS]

Originally Posted by Rmtt

This. Once they are public.....things should dip and the stuff we have been looking to pull the trigger on should be even more appealing.

I also think its false hope right now that the worst of covid19 is behind us in north america. I think it will have a another dip in April before it turns around in May-June. That's my prediction, so I am not jumping in just yet.

[BMW F22]

Once things dip I plan on buying AMD,
Apple, and Boeing stocks.

[Littlebear]

Originally Posted by chris719

Chipotle hasn't hit norovirus levels yet and this is a global pandemic, lol. Everything is still riding way too high unfortunately. I am long NVDA, TXN, and XLNX. I don't like to pick stocks out of industries I am not very familiar with.

Can you share anything about why you like XLNX, pls? It's one I watch.

Murf

[Rmtt]

Originally Posted by M4_GTS

I also think its false hope right now that the worst of covid19 is behind us in north america. I think it will have a another dip in April before it turns around in May-June. That's my prediction, so I am not jumping in just yet.

More than likely....but I will be buying and holding. I think the next couple of weeks will get as close to bottom as I'm willing to wait.

After that....I think we will see the market do what it's done the last 10 days or so....and continue until the Q2 reports come out.

[Rmtt]

Originally Posted by Littlebear

Can you share anything about why you like XLNX, pls? It's one I watch.

Murf

I'm interested as well. I see it has 11 hold ratings, 8 buy ratings, with only 1 sell.

It's weathered the last few weeks really well.

[M4_GTS]

Originally Posted by Rmtt

More than likely....but I will be buying and holding. I think the next couple of weeks will get as close to bottom as I'm willing to wait.

After that....I think we will see the market do what it's done the last 10 days or so....and continue until the Q2 reports come out.

same here, it wont be in and out short term for me.

[Bimmer Nerd]

Originally Posted by M4_GTS

I also think its false hope right now that the worst of covid19 is behind us in north america. I think it will have a another dip in April before it turns around in May-June. That's my prediction, so I am not jumping in just yet.

+1. Its simply the big guys trying to recoup as much money as possible before it dips again. I'll most likely wait till mid/late April, even possibly early May before I put most of my money in.

Already have limit buys in place, going in $5K at a time.

[Rmtt]

Originally Posted by Bimmer Nerd

+1. Its simply the big guys trying to recoup as much money as possible before it dips again. I'll most likely wait till mid/late April, even possibly early May before I put most of my money in.

Already have limit buys in place, going in $5K at a time.

Similiar to what I'm thinking. Wait for the next dip....maybe around the 3rd week of April.....then start seeing what looks good.

I have the account funded and ready!

[Kolyan2k]

Economists say 2nd quarter will be worse and then recovery

[Rmtt]

Another chance to buy then as well.

[Yugo]

Wall Street is already expecting bad q1 and q2 earnings. Current pricing should reflect that for the most part.

[NeverL8]

Originally Posted by Rmtt

This. Once they are public.....things should dip and the stuff we have been looking to pull the trigger on should be even more appealing.

Thank you all for the info! I’m gonna hold onto my cash until the big dip again at the end of 2nd quarter. It’s soo temping to buy now..but need to be patient to make the right choices.

Really stupid question: is there a specific web site or app to get the early news about companies quarterly financial numbers? Do they come out at specific times? (Like first two weeks of April for example?) or just googling it will do the trick? I’m probably overthinking it.

[Ric in RVA]

I'd be trading options....just more than I do today......

[Jordan's World]

Originally Posted by TheRussski

Thank you all for the info! I’m gonna hold onto my cash until the big dip again at the end of 2nd quarter. It’s soo temping to buy now..but need to be patient to make the right choices.

Really stupid question: is there a specific web site or app to get the early news about companies quarterly financial numbers? Do they come out at specific times? (Like first two weeks of April for example?) or just googling it will do the trick? I’m probably overthinking it.

I use the SEC site: https://www.sec.gov/search/search.htm
Quarterly reports are usually available a few weeks after close of quarter.

I haven't seen an inverse correlation in market and case numbers, or even market and unemployment numbers. I might be missing something, but I think movement is more dependent on social distancing guidelines.

There's no way it's not going back down when Q2's comes out though. I mean, the DOW is only 15% off last year's average. With a predicted GDP decrease of over 30% by Morgan Stanley & Goldman I think the worst is yet to come.

[Tyga11]

Originally Posted by TheRussski

Thank you all for the info! I’m gonna hold onto my cash until the big dip again at the end of 2nd quarter. It’s soo temping to buy now..but need to be patient to make the right choices.

Really stupid question: is there a specific web site or app to get the early news about companies quarterly financial numbers? Do they come out at specific times? (Like first two weeks of April for example?) or just googling it will do the trick? I’m probably overthinking it.

You're not going to be able to time earnings like you're suggesting. If you were able too, everyone would be rich. Also, as others have said, 2Q earnings are priced in. No one knows if they're totally priced in but the market knows they're going to be horrible.

If you're a long term investor (time horizon >5 years) and investing in an index you should start investing ASAP.

[chris719]

Originally Posted by Littlebear

Can you share anything about why you like XLNX, pls? It's one I watch.

Murf

I like Xilinx because I think the market for FPGAs is going to expand rapidly as we continue to hit process limitations that drive people towards specialized solutions and away from general purpose CPUs. The flexibility to reconfigure makes them really suitable for AI / machine learning type tasks compared to an ASIC.

The reason I pick Xilinx (I do like Lattice also) over Intel (formerly Altera) is because I've used both at work and the Intel software and support is lagging in comparison. I think that the ex-Altera guys are good, but Intel management has done them no favors. Xilinx is focused on one thing and one thing only. FPGAs will always be second-class citizens at Intel IMO.

Lattice covers the low-end and low power segment well, but I like Xilinx for the bigger stuff. There's some other interesting competitors like Achronix and Microsemi, but Xilinx is the 100 lb gorilla of FPGAs.

I'm not a big investor, but when it comes to picking single stocks I like to stick to what I like to use myself. I don't see anyone dethroning NVDA in the GPU market for a long time, even if AMD has competitive hardware they are going to have a hard time getting people to abandon NV's software stack. Most developers just use CUDA by default and it's going to take a large investment and a lot of time from AMD and Intel to change that.

On the other recommendations, I think Texas Instruments and Analog Devices are making really excellent parts these days (as usual) and should continue to get design wins except in low-end / low-cost electronics. They probably aren't huge growth stocks or anything, though. I just think they will continue to be performers.

For CPUs, I do own AMD stock and I like AMD in the medium term (2-3 years) simply because the product is very good and their market share in the datacenter is tiny and has room to grow. I feel like it's only a matter of time before Intel rights the ship though, so longer term I don't see how AMD can compete with that R&D budget if it's properly used. Intel got caught with their pants down, but they aren't stupid.

[MisterF80M3]

I've been buying and selling for a small profit. I didn't start buying for long term investment yet.

[Littlebear]

Originally Posted by chris719

I like Xilinx because I think the market for FPGAs is going to expand rapidly as we continue to hit process limitations that drive people towards specialized solutions and away from general purpose CPUs. The flexibility to reconfigure makes them really suitable for AI / machine learning type tasks compared to an ASIC....

Thanks Chris,

I do like it's position in FPGA, but Xilinx is getting too many hold ratings presently for me to go in. I had a good ride about a year ago, though, so will continue to watch it. But:
"The technical condition of XLNX is improving. Some of the indicators have turned positive suggesting that a bottom in the stock price has likely occurred. The stock is outperforming the market when compared to the S&P 500 over the last 50 trading days. "

Great info on the other stocks also!

Murf

[Rmtt]

I need to buy into Chewy as much as my wife orders from there!