Trading the stockmarket (NO Referrals)

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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Paying div or not is just not important, except I guess it makes earnings stability more obvious if they cut the div. FXPO is a great div stock in theory, but stability, not in any way market demand supply. Funny thing they were 50p before any war, now treble that and cheap ignoring obvious risk. I think their gov supports or wants to support them

The tech growth question imo is answered by the fact they are especially global. Any of those big names, popular or not have a foot in every country of the world possibly. India has the majority of its population under 30, the potential is off the scale. I cant say how well India or other countries perform or the companies within them vs various negatives like the gov itself maybe but isnt that the real reason for tech it has a permeability way beyond most brands or companies would normally have in very non western markets.

The west has demographic problems in quite a few countries, even China has a falling working population they are challenged possibly but other countries its obvious they require good companies and growth is not an option as rising demand will occur in future.


Saudi investment in alternatives to oil would be a hedge, they just need to have chosen a capable alternative. If EV can represent dynamic demand it will succeed; if elec is a liquid market (ie. we can spread demand peak vs cheap supply etc.) I think EV has utility not just green etc.


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I am a haystack investor not needles (Warren Buffet analogy) so have 3887 holdings so i tend to drift along with the major indices ,very uk biased now so its been ok
 
moon man said:
I am a haystack investor not needles (Warren Buffet analogy) so have 3887 holdings so i tend to drift along with the major indices ,very uk biased now so its been ok
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I'm opposite.
Hold very few companies. But also mainly UK based.

Try to look for over sold companies or dividend payers now.

For example earlier I bought PSN. Thought it had bottomed out
 
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A lot of red still, but I think I timed my buyback about right as even with the red's in there I'm up just over 4.5%
 
Pretty good. Not 100% confident we've bottomed out, still just buying each month.

Standout this month has been Polestar, up 20%. Offset by Rivian going down the toilet, hey ho! I still think it's a good opportunity to get into EVs so will add some more in Feb.
 
SDK^ said:
I’ve been following Lucid for 3 years and investing in them is the worst advice ever.
Stick with Tesla - very strong fundamentals for long term increases.
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I'd hold TSLA, but still wouldn't be buying while it's valued at over 300 billion, it's over the honeymoon period of being first to market and now has serious competition on all fronts. Plus an increasingly erratic CEO who spends most of his time trolling (and buying) social media.
 
mid_gen said:
I'd hold TSLA, but still wouldn't be buying while it's valued at over 300 billion, it's over the honeymoon period of being first to market and now has serious competition on all fronts. Plus an increasingly erratic CEO who spends most of his time trolling (and buying) social media.
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I hate Tesla cars - I drive a Polestar, but Tesla stock is solid, especially now the price has dropped because of all the short term ‘noise’ with people panicking, including exactly what you said about the CEO. Tesla isn’t a baby company which needs Elon watching over it 24/7.
Tesla just did a record qtr - 400k deliveries.
 
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I wouldnt call it a solid stock, its a bubble stock currently. Still falling back with plenty to go yet until it reaches a reasonable valuation.
 
As for “honeymoon period over”?
Less than 2% of US drivers currently own an EV, so that’s a lot of old cars to replace with EV‘s in the future. Tesla are best placed to take advantage.
It‘s only just getting started
 
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SDK^ said:
As for “honeymoon period over”?
Less than 2% of US drivers currently own an EV, so that’s a lot of old cars to replace with EV‘s in the future. Tesla are best placed to take advantage.
It‘s only just getting started
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Sure they will do well, but they're already valued as if they're going to obtain a near monopoly on the EV market, which they won't. Especially likely with a toxic CEO damaging their brand every time he opens his mouth.

People were saying the same stuff about Tesla when it valued over a trillion dollars....doesn't make it a good buy.

All the existing auto manufacturers are just as well placed to make bank selling EVs now, as well as the new players in the space. The auto industry is going to be more competitive than it's ever been.
 
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I know I wouldn't buy a tesla. Lot of other nicer looking EVs. But can't ignore it. Could do with some nicer looking models.

I don't have any EV makers. Too difficult to pick.



AV is still my biggest holding. 1/3 of my portfolio mainly due to its increase over time.
Solid. Solid dividend

Synthomer has rocketed up to my second biggest with 70pc gain in 3 months.

Then comes RIO tinto. Probably a poor choice vs glencore.

Ferrexpo has done well too.
 
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