Author Topic: Stocks (Read 1433693 times)

TBD · « **Reply #2940 on:** February 09, 2018, 02:59:03 PM »

Quote from: Ephraimh on February 09, 2018, 02:57:23 PM

Ok it’s Friday afternoon and I’m just repeating myself. Gs!

Or:

Ok it’s friDay “AFTERNOON” and I’m jUst “repeating” mySElf. Gs!

+1

Ephraimh · « **Reply #2941 on:** February 09, 2018, 03:09:43 PM »

Quote from: aygart on February 09, 2018, 02:54:45 PM

But during a dip some which had previously not been undervalued can become so.

Put a fork in this convo. Trust me

davidrotts63 · « **Reply #2942 on:** February 09, 2018, 03:11:36 PM »

I missed HTZ

yuneeq · « **Reply #2943 on:** February 10, 2018, 07:40:59 PM »

Something interesting I noticed - the S&P at the time of Trump election was about 23.3 P/E, and now it's at around 24.5 P/E. Which means for the most part, the growth of the market has been matched by earnings and it's not just ever inflating stock prices.

http://www.multpl.com/table?f=m

ElectricCPR · « **Reply #2944 on:** February 11, 2018, 11:14:05 AM »

https://www.wsj.com/articles/amazon-to-launch-delivery-service-that-would-vie-with-fedex-ups-1518175920

Do you think this will work? Should I be buying AMZN?

davidrotts63 · « **Reply #2945 on:** February 11, 2018, 11:14:49 AM »

Quote from: ElectricCPR on February 11, 2018, 11:14:05 AM

https://www.wsj.com/articles/amazon-to-launch-delivery-service-that-would-vie-with-fedex-ups-1518175920

Do you think this will work? Should I be buying AMZN?

IMO buy without that

Ephraimh · « **Reply #2946 on:** February 11, 2018, 11:39:36 AM »

Quote from: ElectricCPR on February 11, 2018, 11:14:05 AM

https://www.wsj.com/articles/amazon-to-launch-delivery-service-that-would-vie-with-fedex-ups-1518175920

Do you think this will work? Should I be buying AMZN?

You should buy amzn despite it launching this experiment, not because of it.

This launch is not a plus for the bottom line, it is going to be a drag on the bottom line for a long long time before it turns a profit, if ever, it’s probably just a play by Bezos to negotiate better shipping prices from the big boys.

Ephraimh · « **Reply #2947 on:** February 11, 2018, 11:42:00 AM »

Quote from: yuneeq on February 10, 2018, 07:40:59 PM

Something interesting I noticed - the S&P at the time of Trump election was about 23.3 P/E, and now it's at around 24.5 P/E. Which means for the most part, the growth of the market has been matched by earnings and it's not just ever inflating stock prices.

http://www.multpl.com/table?f=m

Nice.
So the trump bump isn’t in the ‘stock price’ but rather in actual earnings..

davidrotts63 · « **Reply #2948 on:** February 11, 2018, 11:43:44 AM »

Quote from: Ephraimh on February 11, 2018, 11:42:00 AM

Nice.
So the trump bump isn’t in the ‘stock price’ but rather in actual earnings..

I don't if this makes sense, but that means the drop was just matching the market up with earnings?

Ephraimh · « **Reply #2949 on:** February 11, 2018, 11:51:07 AM »

Quote from: davidrotts63 on February 11, 2018, 11:43:44 AM

I don't if this makes sense, but that means the drop was just matching the market up with earnings?

No the markets were doing just fine while the earnings rolled it, the downward spiral began the second the jobs report was released which resulted in interest rate hikes speculation.

davidrotts63 · « **Reply #2950 on:** February 11, 2018, 11:52:13 AM »

Quote from: Ephraimh on February 11, 2018, 11:51:07 AM

No the markets were doing just fine while the earnings rolled it, the downward spiral began the second the jobs report was released which resulted in interest rate hikes speculation.

Not saying that's what caused it, just that we know lost the bubble.

TBD · « **Reply #2951 on:** February 11, 2018, 09:06:59 PM »

Quote from: davidrotts63 on February 11, 2018, 11:52:13 AM

Not saying that's what caused it, just that we know lost the bubble.

A market thats up 300% over 9 yrs without entering a bear market is not losing a bubble with a 10% drop. Thus being said as @yunneek pointed out the market doesnt seem to be in a bubble with current earning. But since the market is aforward looking indicator if it smells any slowdown in future earnings it can enter a bear market even when current earnings wont support it. Will have to wait if the tax bill would have any major impact earnings since technically business spending is a small part of GDP vs, consumer spending which accounts for most of GDP and tax bill didnt give such a major boost for consumers themselves.