6 month update My energy plays worked out pretty good so far Mplx up over 28% + 7% dividends Hesm up 15% + 8% divi Dkl down a little currently but still up 3% + 11% divi Shortly after also added USAC up 25% + 8% divi Epd up 12% + 7% divi NXG multiple energy fund up 22% + 14% divi They weren't all winners though I also managed to buy TRMD, down over 40% but pays over 20% divi, and I'm debating doubling down so I can sell out sooner when it does come back. Also picked up UUUU from Stoney, but it hasn't been great so far, CWEN was another on my watch list from here, but its went from $28 to $26 so happy I didn't take that one. I did also play the tobacco picks, but after months of sideways trading, I sold for minimal gains just before the recent run up on those.
hang in there with UUUU. It will pay off. There has been some really fishy stuff going on with Twitter bonds. They sold a shit ton of 11% coupons and this is to take advantage of the public who are all gobsmacked by Elon but the banks eagerness to get these deals done is so they can mark up Twitter bonds they already hold which are sucky and way underwater. The X company cannot pay out this interest and put any serious amount onto the company. This feels like a house of cards which will fail in a spectacular way. Be warned.
Magnite reported partnership with X a positive, says RBC Capital » RBC Capital notes that… Musk's X signs partnership with Magnite, BI reports » 13:41 MGNI
Tesla falls again as investors eye if it's the Model Y refresh or Elon Musk blowback denting recent global deliveries TSLA-3.39%
CNBC running with my idea. Next up--- #18207 May 23, 2024 Report Reply Share Darc and TrailerParkTed like this.[/QUOTE] UPDATE--- IRA be Ire' GBA $100--------------------->$144 PMPhilip Morris International Inc. $144.41-0.91(-0.63%)4:00 PM 02/07/25 NYSE |$USD |Post-Market:$144.86+0.45(+0.31%)7:59 PM
Donald Frump Market negative. No gains. China... DeepSeek Shock Fires Up Bullish Bets on Cheap China Tech Stocks·Bloomberg
Jan-Feb US Market = ZERO China + 20% GBA UPGRADES CHINA!!!!! I feel a surge of optimism. “We think 2025 is the year the investing world realizes China is outcompeting the rest of the world,” Deutsche Bank analyst Peter Milliken wrote in a Feb. 5 report entitled “China Eats The World.” The note went viral on the Chinese internet search engine, with the local investment community applauding the upbeat comments. “Investors we believe will have to pivot sharply to China in the medium term, and will struggle to get access to its stocks without bidding them up,” Milliken wrote.
Time to dust off the ole' China playbook that has served me so well in the past--- Our Morning Notes will now be called NDR " The New Dumpling Review " The HSTECH index is trading at 17 times forward earnings estimates, compared with 27 times for the Nasdaq 100 Index, according to data compiled by Bloomberg.
QFIN Qifu Technology Inc. ADR 178.40% HSAI Hesai Group ADR 164.15% Online brokerages Futu Holdings(FUTU) and Up Fintech(TIGR), as well as global retailer Miniso(MNSO).
JD.com skyrocketed from late September to early October amid government stimulus hopes. But as those hopes waned, so the shares. JD.com is now working on a 31%-deep double-bottom base, with 42.73 buy point.