what you wanted to know about cyclic stocks but were afraid to ask

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

@lethal_kamikaze

I liked ur threads. Keep open such thread and i’ll participate but plz use easy words if possible.

Why are you missing in action?

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

@Southie

Those who insist on P to E being a valuation metric probably were on the wrong side of the apple trade. At 705 the p to e appeared cheap at circa 12. Little did they realize the E was probably peak earnings. This thread would have kept them out of trouble.

Ditto AMAT. When E for this stocks hovers around 0 or even negative, that’s a positive sign. Bad is good. For amat.

Doesn’t mean u don’t do ur own homework.

AAPL was 100 (or split adjusted 705) sep5 2012. Now at 115. So 15 pct increase.

Snp500 has moved from 1460 to 1930. Or 33 pct. Enough said.

[chapter_2]

Re: what you wanted to know about cyclic stocks but were afraid to ask

It is nothing but, Pajama, chhaap literature!

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

^ what are you referring to, good chapter?

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

CAT and DE were down circa 3 pct today. Biding my time. In no hurry.

Oil stocks were down. But those aren’t cyclical to the 3xtent CAT and DE are. So would be off topic, per chapter 2 of the bylaws.

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

Also looking at BHP. A mining company at multi yr low.

AMAT closed at 14.4. May pick up at 12

[chapter_2]

Re: what you wanted to know about cyclic stocks but were afraid to ask

@Southie

^ what are you referring to, good chapter?

money product in investments is all eyes!

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

Thank you so much for splaining in chapterese.

That helped a lot. I agree with you?

[chapter_2]

Re: what you wanted to know about cyclic stocks but were afraid to ask

I care shte for jewelry!

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

That is why gold and platinum have fallen like a rock while SHTE futures are up.

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

@Southie

Also looking at BHP. A mining company at multi yr low.

AMAT closed at 14.4. May pick up at 12

Closed at 15.4. Or 7 pct higher. 2.8 pct yield at 14.4 not bad. But u wanted to wait for 12. That hasn’t happened.

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

@Southie

Also looking at BHP. A mining company at multi yr low.

You called it bud. BHP bottomed at 30.5 on Sept 28. Now is at 35.7. Or up 17 pct. It had a dividend of 8.7 pct at 30.5. Again you called it.

But you didn’t pick it up, dude.

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

@Southie

CAT and DE were down circa 3 pct today. Biding my time. In no hurry.

Oil stocks were down. But those aren’t cyclical to the 3xtent CAT and DE are. So would be off topic, per chapter 2 of the bylaws.

CAT bottomed Sept 28 at 64. Now at 70.4 or up 10 pct. With div yld of 5 pct at 64 price.

You called it dude. But u didn’t pick it up.

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

@Southie

CAT and DE were down circa 3 pct today. Biding my time. In no hurry.

Oil stocks were down. But those aren’t cyclical to the 3xtent CAT and DE are. So would be off topic, per chapter 2 of the bylaws.

DE closed Sept 28 at 73.9. Now at 78.9. Or up 6.5 pct. With yld of 3.15 A5 purchase.

U didn’t quite call bottom which occurred at 73 couple days later. Close enough.

But u didn’t pick it up dude.

[Southie]

Re: what you wanted to know about cyclic stocks but were afraid to ask

@Southie

Closed at 15.4. Or 7 pct higher. 2.8 pct yield at 14.4 not bad. But u wanted to wait for 12. That hasn’t happened.

@Southie

You called it bud. BHP bottomed at 30.5 on Sept 28. Now is at 35.7. Or up 17 pct. It had a dividend of 8.7 pct at 30.5. Again you called it.

But you didn’t pick it up, dude.

@Southie

CAT bottomed Sept 28 at 64. Now at 70.4 or up 10 pct. With div yld of 5 pct at 64 price.

You called it dude. But u didn’t pick it up.

@Southie

DE closed Sept 28 at 73.9. Now at 78.9. Or up 6.5 pct. With yld of 3.15 A5 purchase.

U didn’t quite call bottom which occurred at 73 couple days later. Close enough.

But u didn’t pick it up dude.

U miss the point. This is a demonstration of how to pick cyclical stocks. Is it willful ignorance on ur part?