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Displaced Texan

Stock picks..anyone do some small time investing?

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2 hours ago, eyeinstine said:

 

 

Great BIO in one of your above posts.. Obviously you have some great insight and valid input on the topic!

Just curious, whats the reasoning your so strong on XOM??  I was thinking fossil energy stocks will be taking a beating through out this Biden anti-fossil fuel fiasco...

 

 

lots of reasons really

 

coming out of chinese virus which has stock depressed, it's not just US but chinese and indian demand booming, europe is slowly following and of course the US

libs and economic principles don't mesh, the ban on any new oil exploration or permits on fed lands will liimit supply and the push for green will be met by reality soon enough.  No one is rushing out to buy ev vehicles in fact, trend is to hold onto vehicles longer now.  EV requires precious metals and the demand will only have a net negative impact on their prices for consumers thus driving up the costs of EV (right now it's less than 2% of all vehicles and homes....2% imagine 10 or 20%).  I think I posted a breakdown of energy usage, demand, what and how it's met etc etc, OIL isn't going anywhere for decades and decades to come.

NG is going to be huge and guess who literally owns that space, xom

as someone said, petroleum is in almost EVERYTHING and fuel for cars is only one aspect it

 

The reality is simple, the economies are opening up and the worst is behind us so future cash flows should be much higher given expansion of economic activity, tightening regs on fossil fuel exploration (at a time when 98% of vehicles are fossil fuel and half the world still uses them to heat and cool homes) does nothing but drive up the cost,  etc etc etc etc

 

also the dividend is 8% or .87/share and that alone will guaranteed hf and fund involvement.  Where are you going to get 8% and growth not named a REIT.

 

so much really   I can be more articulate later but we just got back from baseball and I'm racing/rambling here.  I'm actually surprised it's not over $50/barrel with wti at $55

 

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22 minutes ago, Sniper said:

Check this out, maybe the kids on WSB are pumping.... or someone else, check out the posts..

https://stocktwits.com/symbol/SLS

hmmmmm....  Im nervous to jump in.. Seems like everytime i try to get in on one of these wild rides, im always on the wrong side of it!  Ill def be watching it when the regular market opens...

 

another one thats up your alley @Sniper is XBIO . Has some late day movement and heavier than average volume...

 

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25 minutes ago, RUTGERS95 said:

lots of reasons really

 

coming out of chinese virus which has stock depressed, it's not just US but chinese and indian demand booming, europe is slowly following and of course the US

libs and economic principles don't mesh, the ban on any new oil exploration or permits on fed lands will liimit supply and the push for green will be met by reality soon enough.  No one is rushing out to buy ev vehicles in fact, trend is to hold onto vehicles longer now.  EV requires precious metals and the demand will only have a net negative impact on their prices for consumers thus driving up the costs of EV (right now it's less than 2% of all vehicles and homes....2% imagine 10 or 20%).  I think I posted a breakdown of energy usage, demand, what and how it's met etc etc, OIL isn't going anywhere for decades and decades to come.

NG is going to be huge and guess who literally owns that space, xom

as someone said, petroleum is in almost EVERYTHING and fuel for cars is only one aspect it

 

 

 

  All makes sense.. Thanks for taking the time to put your thoughts out there.. I can see where this would be a good long term hold, like your saying..   If i could just convince myself to stay away from the daily hot topic stocks and put everything into something long term like this, then i would be better off...  but that takes the fun out of it! lol    Kinda like going to the casino. its fun, i may lose some, but i play decent poker and can usually come out ahead while enjoying the game...

 

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2 hours ago, eyeinstine said:

Still looking for the detailed explanation why? 

I can only assume as the price per barrel of oil goes up, the logic is XOM will rise??    But price per barrel rises on other investors and commodoties trading.. Why would XOM profits rise? Demand will go down and more people look to more fuel effiecent transportation, public transportation, limited casual driving, etc..  So demand and useage goes down, but XOM goes up?

 

 

xom costs are mostly fixed, high oil price is very beneficial

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looking at the 5 year chart for XOM, its def undervalued right now.. your right @RUTGERS95     Its a great long term investment..  They aint going anywhere, theyll be a big name in the game for as long as we're all here.. Nothing stopping it from getting right back to its price point of a year ago at some point in the near future.. Whether thats in a few months, or a couple years. Either way, it will get back there...

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2 minutes ago, eyeinstine said:

looking at the 5 year chart for XOM, its def undervalued right now.. your right @RUTGERS95     Its a great long term investment..  They aint going anywhere, theyll be a big name in the game for as long as we're all here.. Nothing stopping it from getting right back to its price point of a year ago at some point in the near future.. Whether thats in a few months, or a couple years. Either way, it will get back there...

It will and remember, today was not really a loss, it was an accounting impairment and was known in Dec. 

The dividend is secure and free cashflow is 4billion.  I'm stunned it's not near the WTI price right now but it will pop

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43 minutes ago, eyeinstine said:

hmmmmm....  Im nervous to jump in.. Seems like everytime i try to get in on one of these wild rides, im always on the wrong side of it!  Ill def be watching it when the regular market opens...

I just had wifey check them out. They have a good oncology pipeline, but they're being pumped today/tonight. I'm going to take a look in the morning, just before the open, and maybe take that ride where ever it may go...  :scratchhead:

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11 hours ago, eyeinstine said:

Anyone got any info on SLS ???  buddy sent a screen shot to me; he bought in at 6.65 today and its gone up since, now going crazy after hours??!!  no news, no reasoning i can find...   I just know if i jump in in the morning, it will surely tank after that.....

Look at the 3 month chart on SLS.  It was  pumped and dumped back in December as well.  

Counting on a stock being pumped up for non-fundamental reasons isn't investing.  It's gambling and herd mentality.  Do you want to follow the herd over a cliff?  For "fun money" (money you are willing to lose), it's okay.  But for any money you don't want to see go into someone elses pocket I would avoid pump & dump scams. 

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1 hour ago, gleninjersey said:

It's gambling and herd mentality.  Do you want to follow the herd over a cliff?  For "fun money" (money you are willing to lose), it's okay.  But for any money you don't want to see go into someone elses pocket I would avoid pump & dump scams. 

th?id=OIP.DwC56NdkU2785221US-1CwHaEP%26p

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1 hour ago, CMJeepster said:

Until you can go several hundred miles on a charge and charging or replacing battery takes minutes instead of hours, gas powered cars aren't going anywhere.

There may be fewer gas powered only vehicles in the future but I would think people will still want something that runs regardless if the electricity is on or off.  Or maybe the trend will be towards electric and gas motor hybrids.

 

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9 minutes ago, gleninjersey said:

Until you can go several hundred miles on a charge and charging or replacing battery takes minutes instead of hours, gas powered cars aren't going anywhere.

There may be fewer gas powered only vehicles in the future but I would think people will still want something that runs regardless if the electricity is on or off.  Or maybe the trend will be towards electric and gas motor hybrids.

I think they have tremendous potential to replace one car in two-car families.  That's what we're seeing now.  Electrics work great as a daily driver for almost any commute.  Their weakness is as a real go-places car.  You need a gas powered Family Truckster if you want to haul the family to Wally World.

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13 minutes ago, gleninjersey said:

Until you can go several hundred miles on a charge and charging or replacing battery takes minutes instead of hours, gas powered cars aren't going anywhere.

I think that's the hold back too..

I haven't been paying attention, but how many reports are out there were people got stranded because they didn't have a full charge? It's not like AAA can bring 5 gallons of "charge" to get you going to the next gas station.

Hell, people don't remember to charge their cell phones. I can envision all the soccer moms running around, forgetting to plug in their cars, then getting stuck picking up the kids from CCD.

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13 hours ago, eyeinstine said:

hmmmmm....  Im nervous to jump in.. Seems like everytime i try to get in on one of these wild rides, im always on the wrong side of it!  Ill def be watching it when the regular market opens...

Come on... @eyeinstine,go for it.... I jumped in..

Ready to ride this baby right into the ground...  :victory:

giphy.gif&f=1&nofb=1

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22 minutes ago, 10X said:

I think they have tremendous potential to replace one car in two-car families.  That's what we're seeing now.  Electrics work great as a daily driver for almost any commute.  Their weakness is as a real go-places car.  You need a gas powered Family Truckster if you want to haul the family to Wally World.

I largely agree with this. For an ‘around town’ grocery getter, take the kiddos to school, yes. I think they will work out great. 
 

For long trips, or a road warrior (like me), they aren’t practical. 
 

I’ll add to this....green energy is a farce. A HUGE line of bullshit. 
Batteries: Just scratching the surface, they are largely lithium chemistry now. The elements needed are strip mined, and that’s an incredibly dirty process. One that won’t be taken over by ‘electric’ mining equipment or vehicles. 
Not to mention the environmental impact of the mining itself, and how it destroys the landscape. 
Making of the batteries themselves is a VERY nasty process, using a plethora of hazmat chemicals. Add to this the disposal of said chemicals. Not exactly green. At all. 
What happens if you get in a crash, and the battery is ruptured? Hmmmmm.....can you say, HAZMAT? Or a battery fire.....

 

The cars themselves are full of plastics, which takes...you guessed it, petroleum to produce. 
Charging them...well, we don’t exactly plug them into a tree...that electrical power most likely comes from a fossil fuel powered plant. 
Hmmmm....

Wind power, and solar power. Cool...but also FAR from green. 
Solar cells are semiconductor devices. Like batteries, they are made with incredibly nasty chemical processes. Efficiency of the cells isn’t great. That’s not to say that over time that efficiency won’t improve (it will), but you’ll still be using all kinds of hazardous, and environmentally unfriendly chemicals in the manufacturing process. And you have to dispose of it. 
Wind turbines aren’t much better. A great example are the turbine blades themselves. 
They are made from a composite of aluminum, balsa wood (can you say deforestation?), and LOTS of carbon fiber (can you say more petroleum products?). The blades can’t be recycled, and they literally LITTER the landscape in huge piles out in the west Texas wind farm. They can’t get rid of them. There are a few companies that cut them up (requiring energy), but getting rid of the pieces is still a problem. 
 

That’s just scratching the surface....

 

There will be NO ‘net zero’ energy. There will always be a footprint in one way or another, even if it’s not readily apparent. Even the horse and buggy produces a carbon footprint. 
 


 

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1 hour ago, gleninjersey said:

Until you can go several hundred miles on a charge and charging or replacing battery takes minutes instead of hours, gas powered cars aren't going anywhere.

Progressives aren't worried about any of that. They believe in The Battery Fairy.

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So it turns out that Robinhood has been selling all of it's users data at a rate 10 TIME!!!! the competition.. lol

 

And you guys thought they were in it for the little guy? no. they were giving away info to billion dollar funds so they knew where you the little guy placed your bets. 

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2 minutes ago, JackDaWack said:

So it turns out that Robinhood has been selling all of it's users data at a rate 10 TIME!!!! the competition.. lol

See, now you know why there is no commission on trades... because the users are the product being sold..

Just like Facebook, Gmail, Twitter and every other free app... The Snowflakes never learn...

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1 hour ago, 45Doll said:

Progressives aren't worried about any of that. They believe in The Battery Fairy.

Good luck having the Battery Fairy bringing you a charged battery when you are stuck in bummer to bummer to traffic for 2 hours on a 95 degree day.  Or when the power goes out due to natural (hurricanes, wildfires, tornado,blizzards, etc) or man made (terrorists attack, brown / blackouts due to sweltering heatwave & AC is working OT, etc).

Don't get me wrong, I would LOVE to never import another barrel of oil from the Middle East again.  But I don't think the US would be able to produce enough raw materials to make our own batteries for EVs.  So even if we went 100% EV we still wouldn't be energy independent.  And as Displaced Texan said, currently "green energy" is hardly environmentally friendly.

And also, screw what liberals think!  V8s feed trees and flowers.

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You left out getting stuck in a BLM highway closure. 

BTW, where the hell to they think all the electricity is going to come from to CHARGE the batteries?

Answer: they don't care about that either. 'Climate change emergency' is another ploy to get control of all the parts of your life they don't already run.

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53 minutes ago, 45Doll said:

You left out getting stuck in a BLM highway closure. 

BTW, where the hell to they think all the electricity is going to come from to CHARGE the batteries?

Answer: they don't care about that either. 'Climate change emergency' is another ploy to get control of all the parts of your life they don't already run.

Meh. They don't care as much about where the electricity comes from because in the greater scheme of things, as far as infrastructure planning goes, electricity is viewed as the universal translator of energy supplies. As a wholly separate thing from global warming, from a management and regulatory perspective, there is also concern about having to deal with changing and less homogenous energy supply, even when including fossil fuels. An electric house can run on oil, natural gas, solar, wind, nuclear, etc. Similarly an electric car can do the same. 

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10 hours ago, Sniper said:

Come on... @eyeinstine,go for it.... I jumped in..

Ready to ride this baby right into the ground...  :victory:

giphy.gif&f=1&nofb=1

 

 

Im getting wiser each time i lose money; so i held back on this one! Apparently it was a good thing i did!   Hope you didnt lose too much @Sniper !!

 

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6 minutes ago, eyeinstine said:

Im getting wiser each time i lose money; so i held back on this one! Apparently it was a good thing i did!   Hope you didnt lose too much @Sniper !!

Ha.... well there goes my lunch money.... but there's always tomorrow, where I can lose my dinner money too!! 

But what the hell, you can't take it with you...

I'm actually playing this one two ways. One, maybe getting the quick pop, like GME, and pull some profits. But also long term, as they have some really good partnerships and a good pipeline, so hopefully in the future, they'll be some solid gains...

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