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What Did You Buy Today? - vbin - 02-10-2021

QE has been restricted. Central bank not printing. They officially are saying, too much liquidity and reserves in banks. They plan to change policies post March 31st( or was it april, I forgot) and hence we will see banks start to buy more securities(bonds).

RE: What Did You Buy Today? - divmenow - 02-10-2021

(02-10-2021, 10:19 AM)crimsonghost747 Wrote: The real speculative plays are up hugely,  once again. It's ridiculous but I guess there simply is so much money flowing into speculatives right now that there is just no other direction than up. It'll end sooner or later.

And yes, amazing jump for HRVOF! Another super quality pick!

Thanks appreciate the applause  Big Grin

DS up 7% today as well  Big Grin today 

Just curious how many here have cannabis stocks? And which do you own?

MO with its hand in CRON you would think this one would be $50 by now lol. Undervalued I say so  Big Grin

RE: What Did You Buy Today? - kblake - 02-10-2021

(02-10-2021, 12:47 PM)divmenow Wrote:
(02-10-2021, 10:19 AM)crimsonghost747 Wrote: The real speculative plays are up hugely,  once again. It's ridiculous but I guess there simply is so much money flowing into speculatives right now that there is just no other direction than up. It'll end sooner or later.

And yes, amazing jump for HRVOF! Another super quality pick!

Thanks appreciate the applause  Big Grin

DS up 7% today as well  Big Grin today 

Just curious how many here have cannabis stocks? And which do you own?

MO with its hand in CRON you would think this one would be $50 by now lol. Undervalued I say so  Big Grin

Damn due your killing it  Big Grin

Even that DS is up 10% now. Almost hit $3. High hi can you see this thing going?

And I agree on MO. It's just out of favor and has been for a long time. But I think it's day will come!!

I don't think I have seen a penny stock go from .6 to .29 cents that fast. Good find that was. Too bad I only bought 500 shares, but still up over 160% lol

I own TLRY, CRON, VFF (which you told me about) HRVOF, HEXO - I wish I had more.

Which ones do you see doing well into the future? Maybe some we dont know about lol

I did add to APD and FDX

RE: What Did You Buy Today? - vbin - 02-10-2021

Added more BMY and MO in long term account, both are way undervalued right now.

RE: What Did You Buy Today? - kblake - 02-10-2021

Damn can't believe me eyes lol

That HRVOF is now at .37 cents holy cow

Added MO and ABBV just now

RE: What Did You Buy Today? - fenders53 - 02-10-2021

(05-07-2020, 11:15 AM)kblake Wrote: bought WFC, GD, FRT, MO, PM and BRK.B

I'm still holding 48% cash for other opportunities

(02-10-2021, 10:08 AM)ken-do-nim Wrote:
(02-10-2021, 09:30 AM)stockguru Wrote: Sold TLRY and APHA in the pre-market

Kept 25 TLRY in case they run it up to $200

I just bought TLRY at $24 last week and sold it at $68 and APHA from $17.89 to $30 lol

Market is nuts. I feel one day it will be down 2000 points Wink

I will put those proceeds in LMT and LHX

I just looked at TLRY and APHA and I'm stunned.  Out of nowhere, they are shooting into orbit.  Combine this with the madness I'm seeing on SHOP (Shopify) and a few others, and I have to say I agree the market is out of control.

Should we all get into cash for a bit (damn the tax implications)?
No.  Pockets of the market have been bubbly for a long time.  It could go on a long time.  It isn't a bad time to look at your overall port.  I go a little easy on anything depending on leverage.  The last of my high yield funds left today.  Awesome 9 months and that rubberband snaps both ways.  Smile  

Tax implications are important.  Don't over-react to our chatter.

RE: What Did You Buy Today? - Otter - 02-10-2021

(02-10-2021, 11:29 AM)vbin Wrote: QE has been restricted. Central bank not printing. They officially are saying, too much liquidity and reserves in banks. They plan to change policies post March 31st( or was it april, I forgot) and hence we will see banks start to buy more securities(bonds).

That is not the case. Fed tapering of bond purchases isn't expected to start occurring until 2022. Rate rises aren't likely until the end of 2022/early 2023

https://www.bloomberg.com/news/articles/2021-01-26/powell-with-year-to-run-at-fed-aims-to-avoid-past-qe-mistake

https://www.nytimes.com/2021/01/14/business/economy/jerome-powell-federal-reserve-rates.html

The economy and labor markets would have to perform far better than the best consensus estimates for that to change.

RE: What Did You Buy Today? - fenders53 - 02-10-2021

It's hard to imagine the FED tightens in any meaningful way until 2022. I am going to be surprised if the economy hits any of the growth targets from a few quarters ago that were projected for later this year. I'll stand by while the stock market bulls rationalize it all away for awhile longer. Smile It's not hard to imagine bond yields rising some tough unless the Fed interferes. It doesn't appear much of the new stimulus is being allocated on anything leading to increased productivity, job growth etc. Retail won't be complaining for now though.

RE: What Did You Buy Today? - crimsonghost747 - 02-10-2021

(02-10-2021, 12:47 PM)divmenow Wrote: Just curious how many here have cannabis stocks? And which do you own?

Only the magnificent IIPR!

I also dabbled in HRVOF due to your recommendation (thanks again!) but sold already.

There is certainly potential in cannabis products but the competition seems to be extremely high and of course 99% of the companies are just not mature enough for me to really invest in them. I don't really have a good strategy for picking growth stocks and they are only a tiny part of my portfolio. (since dividend income is the main thing for me)

RE: What Did You Buy Today? - vbin - 02-10-2021

(02-10-2021, 04:39 PM)Otter Wrote:
(02-10-2021, 11:29 AM)vbin Wrote: QE has been restricted. Central bank not printing. They officially are saying, too much liquidity and reserves in banks. They plan to change policies post March 31st( or was it april, I forgot) and hence we will see banks start to buy more securities(bonds).

That is not the case. Fed tapering of bond purchases isn't expected to start occurring until 2022. Rate rises aren't likely until the end of 2022/early 2023

https://www.bloomberg.com/news/articles/2021-01-26/powell-with-year-to-run-at-fed-aims-to-avoid-past-qe-mistake

https://www.nytimes.com/2021/01/14/business/economy/jerome-powell-federal-reserve-rates.html

The economy and labor markets would have to perform far better than the best consensus estimates for that to change.

https://youtu.be/7tpmPiRFe2Q you can read the report from treasure board advisory committee.

But then listen to this
https://youtu.be/FZRaLvaYgpA I hope I shared the correct one, saw this guy shared some data In one of his vedios. Feb in general have been the volatile month + market situation, I am being cautious.

RE: What Did You Buy Today? - fenders53 - 02-10-2021

Their is an interview with Powell on CNBC. And you better hope they don't tighten. That would be very ugly for the markets now.

RE: What Did You Buy Today? - vbin - 02-11-2021

(02-10-2021, 11:52 PM)fenders53 Wrote: Their is an interview with Powell on CNBC. And you better hope they don't tighten. That would be very ugly for the markets now.
I literally know jacks**t about whole macro thing, trying to learn, but what this guy basically saying( treasure advisory committee confirms it) there is too much liquidity in market so good possibility that fed is going to reduce creating M0(since a lot of it is landing in reserves anyway) and probably buy T bills( that's what they were doing back in 2019 which contributed to liquidity crises in March 2020). when deposits increase( possibly more helicopter cash, market selloff, reduced borrowings by consumers?) Banks buy t bill as collateral. Since fed will be buying and market all time high, any more cash deposits can create an issue.