Stock discussions

[Konebhar6]

23 minutes ago, argadorn said:

Dani medha hopes pettukoku fashion industry eppudaina padipoyedey .. e week earnings up or down edho avutahdhi all the best 

Fashion Industry will survive and in fact do well as long as women are there in this world. However in recession times, their prices come down, making it perfect opportunity to buy .. But you cannot predict bottom and never chase a falling knife. ITs a falling knife right now

Some yrs back there was a big recall on yoga pants from LULU since they were too revealing (something like that)..stock fell a lot ... but on contrary, the store is flooded with people and all their stock sold out ...  

[cool_boy]

1 hour ago, argadorn said:

Dani medha hopes pettukoku fashion industry eppudaina padipoyedey .. e week earnings up or down edho avutahdhi all the best 

Earnings June 1st week lo bro

[cool_boy]

56 minutes ago, Konebhar6 said:

Too early. It will frustrate you ... This is the logic most of us miss. Learn some basic technical analysis and apply it, you will make a lot of money. Good luck to you...

 

Ika ledu anna shop close

ivala gattiga paddadi kada adi kaka er mundu emina chinna pump untadi emo ani esa

[cool_boy]

54 minutes ago, Konebhar6 said:

Fashion Industry will survive and in fact do well as long as women are there in this world. However in recession times, their prices come down, making it perfect opportunity to buy .. But you cannot predict bottom and never chase a falling knife. ITs a falling knife right now

Some yrs back there was a big recall on yoga pants from LULU since they were too revealing (something like that)..stock fell a lot ... but on contrary, the store is flooded with people and all their stock sold out ...  

LT stocks chepu bro emina unte

[Konebhar6]

20 minutes ago, cool_boy said:

LT stocks chepu bro emina unte

PFE .. Stock bottomed and started moving up .. keep a close watch on it. 

PLTR - Good for long term. Growth story.

SOFI - Long term growth story.

MRNA - Has excellent momentum going on. Any pull back to 135 levels, its a good pick up. 

MSFT, LLY, NVO, GOOG are all excellent for long term. 

Mix and match. 

[argadorn]

MSFT going up up 

[Konebhar6]

On 5/6/2024 at 3:42 PM, Konebhar6 said:

Avoid it. Value/Yield trap. Company financials not good. They will probably cut dividends. If it does, expect a 25-30% drop.

Earlier I gave the example LEG (Leggett & Platt) which is also a Div-King stock along with WBA. Lost so much value recently. 

They will be good buys when their debt/financials improve. 

I would rather buy PFE. Disclaimer - I do have PFE. 

@vetrivel See the performance of WBA - continuous down trend. Falling knife. I  hope you did not buy it

[Konebhar6]

On 5/20/2024 at 11:06 AM, krishnaaa said:

Any stock is based on Idea+Valuation

Valuation is fine .....but idea isn't so great here.

LULU has retail locations. People reduce their visits when time is not good.

I would recommend Oddity Tech instead. Its a cosmetic company which is completely online.

They have 2 brands il Makiage and Spoiled Child. 2 more brands coming in 2025. They use AI and Data to determine their course of action. Profitable and good growth.

Recent earnings were good even when peers like ELF and ULTA struggled.

Valuation is half to that of ELF.

ODD Stock appreciated by almost 50% in may (Zacks and Motley fool pumping) but dropped 10% today. I did not see any news. Profit booking? 

[Pavanonline]

3 minutes ago, Konebhar6 said:

ODD Stock appreciated by almost 50% in may (Zacks and Motley fool pumping) but dropped 10% today. I did not see any news. Profit booking? 

https://www.cnbc.com/2024/05/21/oddity-tech-short-seller-allegations.html

[argadorn]

PANW jai  pelosi ammama

[vetrivel]

1 hour ago, Konebhar6 said:

@vetrivel See the performance of WBA - continuous down trend. Falling knife. I  hope you did not buy it

No brother didnt buy

 

Thank you

 

What is your opinion on JEPQ and JEPI if you dont mind

 

I am looking to have like 5 - 10% of portfolio in to these for few years and then move it into more traditional ETFs

 

Dividends look enticing and stock also has performed ok

 

The expense ratio might be little high 

 

This is in my ROTH IRA so not too worried about tax on dividends and wont be withdrawing in a long time

[Konebhar6]

12 minutes ago, vetrivel said:

No brother didnt buy

 

Thank you

 

What is your opinion on JEPQ and JEPI if you dont mind

 

I am looking to have like 5 - 10% of portfolio in to these for few years and then move it into more traditional ETFs

 

Dividends look enticing and stock also has performed ok

 

The expense ratio might be little high 

 

This is in my ROTH IRA so not too worried about tax on dividends and wont be withdrawing in a long time

Both are good. Esp JEPQ has outperformed JEPI ... I have both of them. Very good div paying .. 

[Konebhar6]

1 hour ago, Pavanonline said:

https://www.cnbc.com/2024/05/21/oddity-tech-short-seller-allegations.html

https://www.bbb.org/us/ny/new-york/profile/vitamins-and-supplements/spoiledchild-inc-0121-87156298/complaints#0121_87156298_21701376

Too many similar complaints of over charging and wrong charges ... Something fishy...

[Pavanonline]

3 hours ago, Konebhar6 said:

Both are good. Esp JEPQ has outperformed JEPI ... I have both of them. Very good div paying .. 

Jepq tracks Nasdaq jepi is s&p, So jepi is more diverse and less volatile. 

[Konebhar6]

2 minutes ago, Pavanonline said:

Jepq tracks Nasdaq jepi is s&p, So jepi is more diverse and less volatile. 

True .. and JEPQ is based on NASDAQ .. Since I owned both for 2 years, JEPQ outperformed JEPI by a mile in both dividends and price appreciation .. Of course we know Nasdaq did well. Better to have both.