Everything is Rosie. The Fed is easing, cash is trash, analysts say S&P is 5000 for sure, payroll’s booming, and plenty of jobs. I believe you need to stay in stocks especially with the buy back action. Time to buy the bargains:
Boeing- everything was a shit storm this year with insider employees testifying poor quality, strikes, and share delusion . But it’s a Duopoly with Uncle Sam’s backing. Thousands of back orders and a new CEO.
Energy Transfer (ET). They own a shit load of natural gas lines. Data centers need that energy- forget nuke power – many years away. Buy NG infrastructure. Very high dividend.
Oxy – Buffet buying hand over fist. Great balance sheet for a great energy play.
Lulu- low end luxury clothing that China recently discovered. Also a strong balance sheet with a very low P/E. I see it doubling.
Pfizer – no success with weight loss drugs but a big pipeline of mRNA cancer drugs including other chronic disease drugs in the pipeline. P/E ridiculous low.
My 5 picks for the week. You thoughts!
Posted by Goldonthehorizon
44 Comments
Despite Buffett vote of confidence, people are definitely sleeping on Oxy. Energy is non cyclical and in for a huge bull run alongside the AI boom.
I love ET and PFE. ET has a great dividend
Shut up beatch
Bag holder spotted!
Love this DD. Will blindly invest in good faith 🙏
> You thoughts!
I’ve been called worse.
It’s a good list with good rationale, but unfortunately I don’t have any free $$. I’ll add them to my watchlist out of interest
Agree with Boeing and Ox, no strong opinion on the others
Just want to point out that ET is a limited partnership, so it’s a distribution, and not a dividend. There are different tax implications.
NFGC see my post history
This obsession with turnaround stories is nonsense. They can work, but more often than not they don’t. More than one or two of these can really turn any portfolio to shit quickly.
Very, very often, more often than many WSB regards believe, stocks are cheap FOR GOOD REASON.
Why OXY instead of a better run company like diamondback, matador, etc? Acreage? Just curious
This type of stuff works on a rational and healthy market. Nothing can be taken for granted, not even for a week. I’d love to read someone talking about what could lead to a crash anytime soon.
I like PFE to move up soon
Ummmm….noooo![img](emote|t5_2th52|4271)
Nat gas winter season is around the corner. DVN ?
Just make a list of all publicly traded companies in the world, sort by P/E and go for the ones with the lowest P/E. Literally cant go tits up. They are the cheapest.
Nana is the only acceptable answer
Buffet? Is he why I can’t find oxy any.ore?!?
I don’t know I don’t see the assassin market going up from here it kinda peaked imo
This post made me want to buy nvda
Inverse all the stocks listed here. Show us your portfolio
Boeing- capital intensive business, horrid quality decline, scandals and mismanagement, the list goes on. Shithole stock and a shithole industry
ET- dunno. Many other more interesting players in this big industry
OXY- so what if Buffet owns it? He also owns BAC and KO, two stocks that underperformed the SP500 for years, this one is no different.
LULU- too much competition, too saturated of a market, loss of touch with its original target audience
PFE- minimal upside, big pharma usually doesnt have a lot of growth, not to mention it functions differently than a normal business, since its based on what patents and new drugs it has in its pipeline.
These stocks are cheap for a reason.
Better to pay an OK price for a great stock than a great price for a shit stock
I’m long ET as well. One of the largest midstream companies set to jump off natural gas demand
Welp. Time to short SPY.
My top 5 picks
1) China
2) China
3) China
4) China
5) China
Thanks for reading.
For Natural Gas – Kinder Morgan has been treating me well. 5.36% dividend. 46% gain in last year.
OXY you sell Covered calls on that’s how you make a bit of profit
“Very low P/E” on LULU? It’s at 20. Isn’t that high for a clothing brand?
A thing about Chinese stocks. Don’t go by their P/E. It is always temptingly low
PUTS on all except OXY.
Love the PFE…been buying monthly and love its dividend..
You said to sell NVDA a year ago and now you have even more solid advice?
Boeing has a way to go down still. I’m waiting on this one to brush down to 110-120
Stopped reading when you suggested Boeing lmfao.
lol so all the bags you are holding are now bargains
In my opinion Boeing needs a much closer hair cut, murder and parts falling off and all.
Nobody likes overpriced POS lulu in China or Thailand, besides it is not a place fam-ass for asses.
Small caps 🧢
Safer option is just buy S&P500.
So SPLG, VOO, IVV, SPY, etc.
Are you buying to hold or buying options in these
What’s this talk of P/E ratios? This is a casino, dickhead.
Why do wsb regards still push LULU y’all are about five years late, have any of you seen a female lately
Corsair 🏴☠️
PC industry has been down since everyone upgraded during covid.
Going to be a super cycle soon.
Every build has a yellow box somewhere.
If you guys think that LULU will be a hit in China, I have some gymshark to sell you.