Trading the stockmarket (NO Referrals)

If you add to a SIPP for very long term they'll add your top rate of tax back onto it. Hard to beat that immediate gain but wont get it back till you retire.

GBTC is on a 50% discount now ?
This guy was portrayed by Brad Pitt:
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I'd like DXY to lose 103 or its bearish longer term or at least much harder going.
 
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Rebalanced a bit this week, I was heavily into Intel, picked up a few dividends from them. Kept some, but now spread out across Rivian, Lucid, and Polestar....I think some of these EV stocks are pretty sensible prices to buy and hold.
 
Tesla has really fallen away. Seems to correlate with how crazy musk has been.


Not much to invest in. But loads of battered stocks around. But are they cheap? Seems impossible to predict. How bad with things get?
 
413x said:
Tesla has really fallen away. Seems to correlate with how crazy musk has been.


Not much to invest in. But loads of battered stocks around. But are they cheap? Seems impossible to predict. How bad with things get?
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I'm personally out and saving up to start investing again in april next year. I personally think we won't see another bull run till 2024.
 
Doggie2k said:
I'm personally out and saving up to start investing again in april next year. I personally think we won't see another bull run till 2024.
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Same, I don't see a bull market until late next year at the very earliest. It's very dependent on inflation figures.

I'm just going to keep buying each month. Don't care about hitting the bottom, every drop is an opportunity to buy.

Avoiding daft stuff like TSLA which is still valued at 350+ billion, I don't know what upside there is to valuations like that. Rather take a punt on the smaller players.
 
413x said:
Tesla has really fallen away. Seems to correlate with how crazy musk has been.


Not much to invest in. But loads of battered stocks around. But are they cheap? Seems impossible to predict. How bad with things get?
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Musk + tech going down + markets going down. I’ll be watching the markets closely in the new year ready to start buying back in at some point.
 
I'm leery of going near any non-dividend paying stocks that are already at ridiculous valuations. Amazon is still nearly a trillion dollar company. Where's the growth going to come from?

Either growth stocks that have a lot of upside potential, or dividend stocks for me.
 
I've decided to get back I to the stocks and shares game. For years I have avoided it because I was working for various banks on their investment side (IT). But I was made redundant a few months ago and as of this week I am o longer a bank employee. So all the controls around me buying shares, to stop I super trading, have now fallen away.

Time to get back in the game although I'm very rusty. I think I will start a small fund of only a few hundred pounds and have a dabble to see where things go. It's money I can afford to risk while I get back into things. I'm really quite excited about it after many years of it being too much hassle to get purchases and sales approved through work.
 
mid_gen said:
I'm leery of going near any non-dividend paying stocks that are already at ridiculous valuations. Amazon is still nearly a trillion dollar company. Where's the growth going to come from?

Either growth stocks that have a lot of upside potential, or dividend stocks for me.
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mid_gen said:
Rebalanced a bit this week, I was heavily into Intel, picked up a few dividends from them. Kept some, but now spread out across Rivian, Lucid, and Polestar....I think some of these EV stocks are pretty sensible prices to buy and hold.
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You should instead be leery of going near non-free-cash flow producing stocks Which are these ones you have said, amazon has a 20% stake in rivian.

What makes you think those prices are sensible, by any metric they are all more overvalued than tesla, unless you are comparing current vs historical prices?

As for amazon itself, its advertising business is bigger than youtube in revenue, AWS is growing still rapidly, and they have spent $110billion so far in 2021+2022. Whatever the capx for Q4 2022, add it to that.

Too many areas to grow to even bring them up in such a post tbh.
 
Lucid is backed by some serious Saudi money. If anything it's undervalued at the moment unlike Tesla. Tesla's advantage in software is slowly being eroded as the key players are catching up very quickly.
 
mid_gen said:
I'm leery of going near any non-dividend paying stocks that are already at ridiculous valuations. Amazon is still nearly a trillion dollar company. Where's the growth going to come from?

Either growth stocks that have a lot of upside potential, or dividend stocks for me.
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Its difficult. I'm. Sticking to Div stocks. Even if its psychological its just what I prefer.

The av shares I've bought in 2020 after house are still my favourite. So easy, so stable.

Right now? No idea.
I'm flat on psn (bought ar 1200), down on ezj, bit up on rio (should have gone glencore), massively up on synthomer, quite a bit up unexpectedly on ferexpo

That's 6 months. I think over past 18 months I'm probably down. Only av, my. Long term hold, is a clear good buy



Wanted to get into us tech a couple of times but didn't. Tesla is no surprise. What did surprise me is how high it got. The other manufacturers were always going to catch up.
Did miss out on 5x on tesla though. As even back then I kept thinking "this is too high"
 
SPG said:
Lucid is backed by some serious Saudi money. If anything it's undervalued at the moment unlike Tesla. Tesla's advantage in software is slowly being eroded as the key players are catching up very quickly.
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Every public company is backed by serious money, half of them will never return any profit to the shareholders, thats how things work.

In this environment, buying shares in companies promising stuff in the future, who are dependent on continuing funding is very risky, keeping in mind interest rates continue to rise, the cost of that funding is more and more, this is why valuations are dropping for them.
 
Not true in terms of EV startups. Yes it's money but not the endless amount of the Saudi's. They can spend 4billion and in a month the balance sheet is back in the black.
 
The Saudi lot will burn through money for the daftest of things, have you seen the NEOM games and anything else with the NEOM name attached to it...
 
SPG said:
Not true in terms of EV startups. Yes it's money but not the endless amount of the Saudi's. They can spend 4billion and in a month the balance sheet is back in the black.
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Source is not relevent, the company is burning through money if you are a shareholder it does not matter, your money burns equal to the saudis, for the promise of future returns some day.

My point is if you will take a cautious stance and go only for dividend paying companies etc, investing in those sorts is basically insane.

Its like if i say, im going to stop drinking this year for my health, but i will try out heroin.
 
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