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LongTerm CapGains

12/05/21 at 10:17 AM CST News

Is it me or doesn't it always seem like when stocks are at their all time highs or all time lows is when bad news just keep on piling on? ...

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breinejm

11/22/21 at 1:46 PM CST News

Seems so weird to see 1. That Bobby Kotick is still in charge of ATVI after 2469 years and 2. That the run is likely ending. from MarketWatch A...

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LongTerm CapGains

11/03/21 at 5:01 AM CDT Off Topic

Waiting a bit is not a bad idea. I bought a little IBM after it took a hit after its earnings, it is trading closer to the lower end of th...

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LongTerm CapGains

11/03/21 at 4:45 AM CDT Off Topic

I just checked and yes Wow is the word.  I don't know much about the mining sector, the P/S is 1.19 and P/B is 1.53, very low.  ...

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breinejm

10/21/21 at 7:59 AM CDT Off Topic

Couple of downgrades yesterday and today. Maybe waiting a bit is a good idea. But the dividend! ;)

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breinejm

10/20/21 at 3:19 PM CDT Off Topic

I came across this stock in my research for stocks that could benefit from infrastructure bills. A Brazilian mining stock, VALE. They have...

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LongTerm CapGains

10/14/21 at 4:57 AM CDT Off Topic

I have been trading KWEB, I am back in as of Friday.  I believe that with the fairly substantial slow down in China, complicated by p...

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LongTerm CapGains

09/23/21 at 7:10 AM CDT Off Topic

As it turns out if China continues to slow down and/or begins to curtail its dependence on real estate construction (Evergrande anyone?), ...

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breinejm

09/20/21 at 12:17 PM CDT Off Topic

Thanks. CAT has been on my watch list. Either today is a great opportunity to buy, or it is catching a falling knife. I figure there are s...

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LongTerm CapGains

09/17/21 at 6:16 PM CDT Off Topic

Cement (as well as other materials), Steel manufacturers or Civil Engineering or construction firms could be another possibility.  

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LongTerm CapGains

09/17/21 at 8:55 AM CDT Off Topic

I cannot say I am an expert, but I would think that Deere and Caterpillar would be obvious examples of benefiting from an infrastructure b...

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LongTerm CapGains

09/17/21 at 8:53 AM CDT Off Topic

 I heard one China expert mention the fact that Xi Jinping is running a campaign that culminates with the communist party election of...

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breinejm

09/17/21 at 8:24 AM CDT Off Topic

With the push and money going into infrastructure over the next few years, do you follow any stocks you think might be worth looking at?

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breinejm

09/17/21 at 8:23 AM CDT Off Topic

My thoughts exactly. I would have thought he'd attempt to balance it, but it is as if he is trying to kill the economy that was built over...

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LongTerm CapGains

09/15/21 at 6:05 AM CDT Off Topic

Now retail data in China is dropping, so eCommerce companies like BABA, JD and PDD are dropping on the news.  Lower for longer seems ...

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LongTerm CapGains

09/14/21 at 10:27 AM CDT Off Topic

And just like that, BABA is already knocking on low 160s.  Given how fast it got there, just tells me that there are still plenty of ...

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breinejm

09/10/21 at 3:22 PM CDT Off Topic

I agree, but have been dumbfounded by how it has traded over past ~ 6 months and also more recently

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LongTerm CapGains

09/10/21 at 5:09 AM CDT Off Topic

I took a look at BIDU via Yahoo Finance and its Statistics continue to be very impressive.  IMO, the company is undervalued even afte...

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breinejm

09/09/21 at 2:00 PM CDT Off Topic

I am currently out of all chinese stocks, but what do you think of BIDU. Up until my last trade I had traded it well and I think it is cur...

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LongTerm CapGains

09/09/21 at 6:30 AM CDT Off Topic

I exited the KWEB position yesterday.  Will buy it back if it keeps going lower.  I am thinking around 45-46 if it gets there.&n...

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