Stock Discussions 2024

[krishnaaa]

On 9/12/2024 at 11:41 AM, 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.. 

 

On 9/12/2024 at 5:02 PM, csrcsr said:

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

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]

6 hours ago, 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.

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

[chittugaadu]

7 hours ago, 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.

Pls share some good buys in mid caps

[csrcsr]

9 hours ago, 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.

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]

6 minutes ago, 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

Konni mid cap suggest cheyi bro

[csrcsr]

3 minutes ago, Sreeven said:

Konni mid cap suggest cheyi bro

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

IWM ticker majority small cap untayi

 

[csrcsr]

15 minutes ago, Sreeven said:

Konni mid cap suggest cheyi bro

 

@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]

11 hours ago, 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.

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

[krishnaaa]

5 hours ago, keertana said:

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

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 9/8/2024 at 10:00 PM, argadorn said:

4 manchi vi chepthay research chetsham 

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]

3 hours ago, The_Mentalist said:

Enti sangathulu

ela undhi market?

appud eppudo fire tho aadukunna

malli quarter end antunnaru so oka raayi vesi chudham ani came

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]

20 minutes ago, 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