Konebhar6 Posted April 11 Report Posted April 11 6 hours ago, csrcsr said: @krishnaaa @Konebhar6 @Pavanonline @LadiesTailor and other experts come here so what do you feel about bank earnings and black rock tommorow (not numbers) they might give some insights loans etla unayi, etc etc endi paristiti ? Is it like just fake pump yestwrday ? Why no buyers today? Can understand morning session profit booking till end of the day no buyers seriosuly when all financial data came in your favour' When inflation data and bond auctions went well If blackrock tells some thing future is bleak etc etc one more dump ' technically with the futures are going makret has alrrady given 50% of the gains yesterday ( might pump again you never know or dump but on what basis what data ?) I am really nervous news based rumour based trading enni rojulu when are we going back to fundamentals? Asalu earning season vastundi no one has any expectation see one day one week is fine from one to two months trading is just haplening on news tweets I think tommorow blackrock and banks might give actual scenario this is going Are you worried fundsmentals are taking backseat? I dont know when is this going to end one or two days dips like these will get spy back to 480 easily etfs are swinging 5% 10% is this healthy market? Just ranting ...... Sale everywhere in market. Pick the good ones. IF fully invested and no money, stay away from markets. Fundamentals are still good. Its a manufactured crisis. Things will be normal in sometime. S&P should oscillate between 4800 - 6000 this year. Earnings will give some clarity. More headwinds for pharma. Tech will settle down shortly. Walmart and Target already gave warnings. Transportation companies, Fedex, Starbucks, Apparal & Restaurant should give more clarity. Biggest x factor is housing market. IT started to explode. If it breaks down, things will get more ugly. Stay invested in blue chips. Keep accumulating. Keep booking profits at resistance levels. Good luck. 1 Quote
Konebhar6 Posted April 11 Report Posted April 11 7 hours ago, krishnaaa said: Problem with big tech is that they are overexposed in every ETF and were already priced to perfection. In addition to that, they didn't drop much during this downturn. Instead of 5 big tech, I would suggest 7-8 good small/mid caps as they have been left behind for quite sometime. They also dropped 50-70%. Risk goes down on proper research...only alternative would be to buy ETFs Buying big tech is far more risky as it would lead to overexposure toone specific industry. AI is applicable everywhere. During Oil boom, it first helped Oil companies, but later on it helped all other industries like plastics, automobiles, infrastructure, travel, etc. Pretty much all Big Tech dropped big during this downturn. Almost 30-50%. When markets recover, usually its the blue chips and growth stocks/mid caps come next. I would stick with big tech. You saw a glimpse of it couple of days back the way they recovered. Quote
krishnaaa Posted April 11 Report Posted April 11 4 hours ago, Konebhar6 said: Pretty much all Big Tech dropped big during this downturn. Almost 30-50%. When markets recover, usually its the blue chips and growth stocks/mid caps come next. I would stick with big tech. You saw a glimpse of it couple of days back the way they recovered. Is there any big tech that went up during this downturn giving an opportunity to sell and buy those that fell? Is there any big tech that has an advantage because of this crisis? Is there any big tech that can 2X-5X this year? Is there any big tech that is less than 3X sales with high growth rates? Big tech and Blue chips were a nice play when interest rates were rising. We are going in the opposite direction now. Quote
Pavanonline Posted April 11 Report Posted April 11 Mission accomplished Fed’s Kashkari says rising bond yields, falling dollar show investors are moving on from the U.S. 2 Quote
LadiesTailor Posted April 11 Report Posted April 11 13 hours ago, csrcsr said: How is ur mstr doing?? At least adi not much impacted kada anna Yeah for now it’s doing good 1 Quote
Pavanonline Posted April 11 Report Posted April 11 Another master stroke coming up https://www.cnbc.com/2025/04/11/trump-pharmaceutical-tariffs-may-raise-costs-worsen-drug-shortages.html Quote
Pavanonline Posted April 11 Report Posted April 11 DOGE's dog and pony show. 2T nundi start chesadu 3 months lo 150b ki vachadu inko month pothe emi undadu. You can't cut spending without congress stopping it. Quote
megadheera Posted April 11 Report Posted April 11 3 minutes ago, Pavanonline said: DOGE's dog and pony show. 2T nundi start chesadu 3 months lo 150b ki vachadu inko month pothe emi undadu. You can't cut spending without congress stopping it. Adi maa thatha golf expenses. Ye kaneesam maa thatha ni golf adukonivvara.. he is tired of winning.. and we are tired of winning… Quote
Sucker Posted April 11 Report Posted April 11 1 hour ago, Pavanonline said: Another master stroke coming up https://www.cnbc.com/2025/04/11/trump-pharmaceutical-tariffs-may-raise-costs-worsen-drug-shortages.html Anna budget lo kuda max rich tax cuts thappa yem ledhu. Aithe printing money and PPp loans lower interest rates lekunte Assam mode. His goal make his buddies happy. Adhi teliyani vadu yevadu ledu inka 1 Quote
Sucker Posted April 11 Report Posted April 11 12 minutes ago, Pavanonline said: DOGE's dog and pony show. 2T nundi start chesadu 3 months lo 150b ki vachadu inko month pothe emi undadu. You can't cut spending without congress stopping it. May lo he will be silent. Munda ki theliyandhi SSN will be given to ead vunna everyone. Vaadu cheppe sollu budget chudu ante vote fraud antadu. Munda same rotta selling again n again Quote
idibezwada Posted April 11 Report Posted April 11 4 hours ago, krishnaaa said: Is there any big tech that went up during this downturn giving an opportunity to sell and buy those that fell? Is there any big tech that has an advantage because of this crisis? Is there any big tech that can 2X-5X this year? Is there any big tech that is less than 3X sales with high growth rates? Big tech and Blue chips were a nice play when interest rates were rising. We are going in the opposite direction now. same applies to what ever mid caps you referring to right.. Is there any big tech that went up during this downturn giving an opportunity to sell and buy those that fell? - Bear Market drags everything down, how do you think big tech will go up, it itself is major part of the market Is there any big tech that has an advantage because of this crisis? - Any small tech having advantage with this crisis? Is there any big tech that can 2X-5X this year? - Can you guarantee any mid cap doing this? If you can find companies which can grow 2-5X in year, what's your rate of return? say if its 2 its 100%...they you will be the next warren buffet in less than half his age Is there any big tech that is less than 3X sales with high growth rates? - No, how durable is the small tech doing it? can it survive if the growth stops or slows down? The point you are missing here is even if the growth slows down, many of these big caps have enough cash to do buybacks...which itself will return you 4-7% return...they key is to buy them at 1/2 or 1/3 their market cap...and doesn't matter if its mid or mega cap...it all depends on picking a great quality company at a reasonable/discounted price and having the conviction Quote
FrustratedVuncle Posted April 11 Report Posted April 11 Pumping estarted. I repeat, pumping stared. 1 Quote
krishnaaa Posted April 11 Report Posted April 11 28 minutes ago, idibezwada said: same applies to what ever mid caps you referring to right.. Is there any big tech that went up during this downturn giving an opportunity to sell and buy those that fell? - Bear Market drags everything down, how do you think big tech will go up, it itself is major part of the market Is there any big tech that has an advantage because of this crisis? - Any small tech having advantage with this crisis? Is there any big tech that can 2X-5X this year? - Can you guarantee any mid cap doing this? If you can find companies which can grow 2-5X in year, what's your rate of return? say if its 2 its 100%...they you will be the next warren buffet in less than half his age Is there any big tech that is less than 3X sales with high growth rates? - No, how durable is the small tech doing it? can it survive if the growth stops or slows down? The point you are missing here is even if the growth slows down, many of these big caps have enough cash to do buybacks...which itself will return you 4-7% return...they key is to buy them at 1/2 or 1/3 their market cap...and doesn't matter if its mid or mega cap...it all depends on picking a great quality company at a reasonable/discounted price and having the conviction Looks like you either don't have much experience picking stocks or you have been following the crowd without going deeper. Bear market does NOT drag everything down. There will ALWAYS be stocks that will have advantage when crisis hits. I never said 2X to 5X EVERY year. I am talking about the current year when we are experiencing downturn. Also there are never guarantees. There will ALWAYS be some small/midcaps that are more resilient and diversified than Big Caps. Quote
RULER Posted April 11 Report Posted April 11 40 minutes ago, FrustratedVuncle said: Pumping estarted. I repeat, pumping stared. Just going side ways ... Choppy market .. Quote
krishnaaa Posted April 11 Report Posted April 11 1 hour ago, Pavanonline said: DOGE's dog and pony show. 2T nundi start chesadu 3 months lo 150b ki vachadu inko month pothe emi undadu. You can't cut spending without congress stopping it. The savings from Government layoffs won't show up till the end of the year. Also this graph doesn't account for increased business activity due to less regulations in future. I am just saying that your argument is incomplete. Quote
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.