MSFT

throwwayhubu

Me three. I have APL, GOOG, MSFT etc but my O position just feeds my irrational part enough to stay the course. So many times i miss out on selling overperforming stocks like Palantir or Corsair, i end up kicking myself. But I never regret holding on to O and getting that divvy.

ixs

I didn't buy all at ATH. Some, yes. I've been repeatedly buying so there's been a bit of DCA going on but the majority of the stock is CSCO cause I really liked their divident payments. It's a good dividend considering the price of the stock... That's also what drags the portfolio down. MSFT unfortunately was bought at ATH. Aapl I had a bit before but refreshed close to ATH unfortunately... Have been DCA'ing a bit on the downslope to average things out, but it's not offsetting the CSCO loss.

3rd-Grade-Spelling

MSFT has a p/e of 27 right now. MSFT's p/e got as low as 6 during the 08 financial crisis. MSFT's P/e was 36 in november of 2021, less than a year ago. Unexpected things can happen.

SolomonKings7

So, what are everyone's earnings predictions for July? MSFT will beat, Amazon is tricky, Google will beat, Apple beat(maybe? Supply issues).

ParticularWar9

TSLA: Possibly the highest key employee risk ever, higher than AAPL/Jobs and MSFT/Gates, and FAR higher than BRK/Buffet. If something bad happens to Musk, TSLA literally drops 50% or more in a single day.

ixs

A few tech stocks... MSFT, CSCO, AAPL, some world EFTs, one or two tourist related stocks I know and thought were undervalued...

ixs

Wrote it in another comment. early 40ies and this is nothing I need. I can hodl this easily for 10 years and wait for the stock to recover. Over 10 years I might even make back half the loss through dividends alone... But it still is galling that I picked worse than the SP500 average and the red is annoying me. 😂 The stock I'm long on is MSFT, CSCO, AAPL, IHG and some other minor tech stocks. As I do not really know about industries other than tech and travel, I simply added few thousand MSCI WORLD EFTs to it to ofset my tech gambles... With no real effect it seems.

BernardoDeGalvez

You don't buy long term stocks for times like this. You buy long term stocks in general So, if you buy MSFT and CVX in 2020, they might say you're ok with msft but crazy because of CVX But in the long term you are right with both because you had the tech rally of 2020 and 2021 and the energy rally that recently happened In my case I bought MSFT at 180 and CVX at 86 People will call me crazy now if I buy growth companies But I am buying META, GOOGL and as a pure growth PLTR We'll see where we are in 2025 But the thing is to keep buying different sectors constantly. Because in my opinion, if you buy now CVX, you are already late. You should focus on the next cicle. Not this one that we are (inflation and high oil prices)

ixs

That was a nice tech portfolio consisting of MSFT, APPL, CSCO and others... So far still HODLING but I seem to have picked even worse than S&P500...

the_joker3011

GOOGL, CRSP, MSFT, INTC, in order

GODFISTER23

CROX ETSY SMLR MED QCOM INMD LRCX KLAC AAPL MSFT QDEL TXN MRVI NVDA currently trying out an alpha spread strategy over the next 3 weeks, bought half of these on wednesday and will fulfill AAPL MSFT and CROX on Monday, currently up 4%, will see how this goes, did a backtest against the nasdaq and outperformed by 2.3x

MasteroftheOrient

22% GOOGL, 21% AAPL, 14% NVIDIA, 10% MSFT, 9% TGT, 5% AMD, 3% AMZN, 2% WBD, 2% AXP, 1.5% NIO, 10.5% VTI Curious to know whether you guys think I should continue to DCA into VTI given I hold a lot of its top holdings individually.

lance-

With Stadia more or less failing, I don't think anyone is even close to MSFT in this regard.

grumpygoop

!banbet MSFT 200 120d

Kriegprojekt

Added to GOOGL, NVDA, MSFT and HD. Restarted an AMD position I will add to in any weakness and started a PEP position. All long. Added to SPY, SCHD and VCSH longs yesterday. Analyst saying 7% up next week as investors/funds rebalance holdings. Ill take that as long as we head up 2-3% weekly from here. Im hoping CPI print for June comes in lower in July and we see Ukraine/Russia war ended. Great catalysts for a massive rally. Still sitting on my 3/17/23 SPY 500s I bought last July. Underwater atm by less than half. I would love to sell these 5-7$ above cost but I think SPY would need to get to 425-430 for that to happen. I can only hope.

t-var

$MSFT puts because why not

Ragefan66

Game streaming could be a thing if NFLX invests correctly but I think MSFT will be impossible to compete against in that aspect.

fistymonkey1337

ITM (at the time) MSFT leaps currently down 66.6% I feel ya

afishinacar

MSFT did too, but just barely. Lowered their EPS by a few cents. Market didn't seem to care tho

jamtradez

Crazy move in MSFT CRWD, and now TEAM!!!

AP9384629344432

Which company spent more on R&D in recent quarters? - MSFT - AAPL - META [Answers](https://imgur.com/a/qmO0TxP) [Goog does more than all of them, though](https://i.imgur.com/3cIfsvR.png)

A55_Cactus

MSFT?

ScoopYourPoop

Yep. Bear market rallies are real and we are in another right now. However, it’s pretty clear from the Covid market that it’s impossible to fight the fed. Increasing interest rates, coupled with QT, makes equities less valuable/risky. This is an opinion but it seems that the SNAP, MSFT & TGT guidance adjustments were signs of things to come for most companies. It would be surprising if the bottom is already in before we have really gotten hit by disappointing earnings. Spending hasn’t seemed to peak quite yet though so maybe that won’t be until Q3

SlothInvesting1996

I guess your pussy ass is ball deep in AAPL and MSFT? MEME stocks are out perform your clowns ass this year 🐻

WestmontOG07

I think it will be three factors: 1. Inflation shows significant signs of compression. 2. Earnings, coming in about this time next month, show solidity and ok guidance. 3. Big tech. (AAPL, MSFT, GOOG, META, AMZN) need to show that the tough times are coming close to and end. Ultimately, these four or five stocks (along with Berkshire and United Health) are the real drivers of the index. Ultimately, whether it is in the next 60 days, 6 months or 16 months, the market is going to find its footing and will resume its historical uptrend. Good luck to all and stay the course!!

neutralpoliticsbot

as a MSFT shareholder I hope not, they overpaid

BaxterDude012

Anyone think the MSFT purchase of ATVI isn’t going through?

Dhcbchef

You're dumb if you think MSFT wont acquire ATVI. 1. The board and every lawyer there planned for a review by the FTC. 2. The FTC doesnt give a shit about a video game monopoly... (or any monopoly clearly) Literally no way it goes tits up.

HumbleBJJ

Individual Account: VTI 28% GOOGL 20% MSFT 16% AAPL 10% BX 10% BAM 8% TGT 4% TMO 3% SOFI 1% Been just VTI and chill to get to 50%. Just been adding to it each month. Keep doing so or should think about adding anything additionally separately?

floppy_panoos

META, NFLX, PYPL, NVDA, MSFT, GOOG, AAPL I think are all under a 30 p/e currently.

NobodyImportant13

For vangaurd funds, I think VUG (or VIGAX) is probably most similar to QQQ as a large cap growth with tech "tilt" and has similar performance but significantly more diversified holdings (like almost 300 vs QQQ's 100). The poster above recommended VITAX (aka VGT ETF) which is more pure tech. VGT scares me a bit because it is like almost 50% between AAPL, MSFT, and NVIDIA (or something close to that).

CartAgain

\> I have noticed that Mark Zuckerberg seems to focus primarily on the business application of the metaverse. ​ Mark is 100% right on the theory; the question is whether he can have implementation. You get a MUCH more succesful & loyal client base when you cater to business instead of retail. Look at MSFT; their power is that business runs on windows. The real question is 'can he pull it off'; and I think its unlikely

neothedreamer

Nasdaq and NYSE are not mutual exclusive. QQQ isn't even necessarily what I would call just Tech. TOP Ten QQQ holdings - Aapl, MSFT, AMZN, Tsla, Goog (Class C and A), NVDA, Meta, Pep, Cost.

lazymarlin

MSFT buyout

nody_

MSFT, AAPL, CLF, STNE - ez

ScoopYourPoop

We are up ~4% on the week. We are currently going through a period of very high inflation, Q1 GDP shrank, the chairman of the fed is using rhetoric that is increasingly bleak, credit usage is up, savings rates are down, MSFT, target, etc have already begun revising down earnings, the fed is raising interest rates and began QT this month. If we are already coming out of this bear market I would be exceedingly surprised

samofny

My paper trading account is up 48% in the last 7 days. All Sept calls in QQQ, SPY, MSFT, APPL, AMZN. If only I would have had the guts to use real money (at which point all these calls would be down 95% at this point, for sure).

YugiVio

!Ban bet MSFT -1% 1 day

NPRjunkieDC

P/(sales/outstanding shares)= X DELL (0.35) HPQ/HPE (0.61/0.64) .These are great value stocks cuz also low debt + PE/PEG/ P/FCF IBM (2.11) AAPL (6.50) MSFT 10.59. DIS 54 TSLA 83 NVIDIA 181

netflix-ceo

Damn loading up on MSFT puts now. Thanks for the heads up!

NPRjunkieDC

Big tech FAANG are not the only good stocks . Most on here only believe in AAPL MSFT etc

icescoop

AAPL, MSFT and AMZN leading the way

kkona2345

walmart cloud > MSFT, GOOG, AMZN

DiamondHands007

sorry this is a green day, solid MSFT, AAPL, AMZN, SPY get the fuck out of here acting like it's red across the board. Looks like the gimps, the poors and regards are going all in calls expiry tomorrow. Blood red tomorrow after fake green week.

BNS972

MSFT, SNAP, and TGT all caused some market turmoil after lowering guidance recently. Just wait until Q2 ERs next month when we have company after company lowering EOY guidance. Got my TQQQ 8/19 $12P's ready to roll

Rare-ish_Bird

MSFT saving the day...

epiccgan

Are Roth IRAs allowed? I am down 20% and I’m not sure what I am doing wrong or if it’s the current nature of the economy right now. I’ll admit I bought most of these a bit blindly under what people generally think are good investments for long term, but I am a bit concerned I haven’t seen much growth yet. Any advice is greatly appreciated! 10.0% MSFT 6.66% NVDA 6.66% SPY 33.3% VEU 13.3% VOO 16.6% BND 13.3% VTI

Historical-Pattern-

I hear you. The DJI is showing weakness along with semis, if AAPL and MSFT join TSLA we could gap down. If we regain and hold $375 anything can happen.

saw-it

MSFT holding the market up by itself

UnholyTrigon

How does GameStop plan on becoming profitable, most games are becoming digital, MSFT and Sony aren’t gonna try to go for a middle man when they’re already making most things into season passes. Wait you guys are banking on selling monkey Jpegs ?

ses92

Yes I would be happy, with a 20+ year hindsight but I don’t have an orb to know what will happen in 20 years from now, and then again, as I said, talking about AAPL and MSFT is engaging in survivorship bias. They could have become Cisco and yahoo too. The point is that we don’t know which Facebook will become in 20 years and the market is pricing In that risk, hence the over 50% loss in market cap. Free cash flow, while amazing, does not show the full story.

nody_

Just invest in deep value growth stock... MSFT. Tons of cash, now recovering. Finally... Finally fcking hell. Surviving of the fittest.. and demolition of bears

ShadowLiberal

> Yeah I don't know you got a company like Hershey who PE ratio is always in the 30s, it always looks like a bad investment because it's not a super fast grower and I've always been hesitant to buy it but that stock has done better than Microsoft in the last 25 years. Umm... are we looking at the same stock charts? MSFT has crushed HSY's returns in the last 25 years. HSY IPOed in 1982, and has given investors a 12,649% ROI since then. MSFT IPOed a few years later in 1986, and has given investors a 254,520% ROI since then, which is more than 20 times that of HSY despite having 4 fewer years. It's no better when you use the same starting date for them both. Even if we look at just the last 5 years HSY has returned 97.38%, while MSFT has returned 257.56%, which is a huge gap.

braintree56

It's not ideal, but some situations warrant it. This MIGHT be one. If you're debating just closing the position at a loss, might be better to sell some covered calls. Just make sure not to sell too aggressively because there is a chance that if it skyrockets above your strike, you could lose more. But if you sell low Deltas, the chances of that are slim and you might cut your losses. With that said... If it keeps going down, you might not be able to sell enough CC to make more than the option will lose, meaning it would be better to close now... You'll have to think about what you expect MSFT to do over the next 30 days. Do you see a relief rally? Make a play based on current conditions.

ses92

There’s a lot more to it than just the current cash flows tho: A lot investors look at the stocks in long-term and right now there is no clear path for a bright future for FB. Looking at MSFT - huge in the 90s then spent 15 years with no obvious growth before they expanded into cloud services. Apple languished in obscurity and was near bankruptcy before expanding into personal gadgets like iPod and iPhone. All of these companies had strong cash flows in the past and were a mainstay of consumer products. The same question is being posed right now to FB. They’re losing the social media game, Facebook.com is mostly irrelevant and constantly being challenged by regulations, Instagram probably being the only relevant and “cool” social media, even then, younger kids are using tiktok, WhatsApp is a mainstay outside of the US but no clear path towards monetization. And so they plan to expand into the “meta verse” - I have no fucking idea what it means. I think most people don’t realize exactly what it’s supposed to mean. I don’t think we will live like in ready player one. I don’t think VR will nearly have the Revolutionary potential of the personal gadgets - although I conceded I might be wrong and possibly biased because VR headsets make me dizzy and nauseous and I don’t even play video games. I believe this is what the market is assessing. Sure they’re making money now, but for how long, and they burning through tens of billions per year into an idea that could possibly never become a reality. That’s not to say that FB is done, but pricing FB as a growth company when there’s no clear path towards growth will bring down its P/R valuations which is what we’re seeing. Making a huge single bet will also come with a lot of inherent risks and the market is pricing that too. If you’re ok with all these risks then it’s more than fair - but it’s also important to take note of them.

Euler007

Exactly. Reddit investors are allergic to positive cash flow and profits, it's all about that GME and shitcos. I'm buying more of Meta though-out the bear market. This is like my 2009-2012 period of building up a big position in MSFT.

remrinds

I pussied out from a risky portfolio after losing -7% hahahah I’ve been riding VOO/VDC/VHT/MSFT/GOOG/BRK.B portfolio the last 6 months

GODFISTER23

CROX ETSY SMLR MED QCOM INMD LRCX KLAC ZIM MSFT would suggest buying these soon, these stocks as they have all tanked a fair amount but have enough dcf to prove that they are undervalued or close to being undervalued currently in the stock market. if we dont recession these are the stocks you would want when market rebounds

gperg

You also have a chance of losing even more. Do you want to keep on taking risk or do you want safe investments? That's for you to decide. A risk can work too if you are lucky. I have lost 50% of my account as I started investing with margin in November. Now I just buy SPY and dividend etfs and hopefully I'll recover in 5 years. I realised that i need to be patient and not hoping to get lucky. In a month from now I will have paid back the margin that I used to buy NVDA 300$, MSFT 349$, META 330, AMD 140$ etc. Let's take NVDA for example, in March, NVDA started going back up at a crazy pace, from 220$ to 280$ in 2 weeks, most people thought the bear market was over.If I would have used your strategy then I would have bought NVDA with margin at around 240-250$ to ride it back up. Now it trades at 163$.

dolla_Signnn

I’ll give you advice that you’re looking for and not any “lessons”. Because your probably have heard it all already. What you can do to recoup some of your premium back is to short calls against your longs. You wont be getting much, but you’ll be able to get something back while still hold the position in case it comes back by end of year or something. Wait for the next big MSFT green day and sell some $330 calls for a couple months out

ceskanda

I feel like every chick I know is at the MSFT Clipart event (NFT NYC event)

RockChalkWalk

All equities (stocks). 16 positions. ~20% ETFS Top 5 Holdings (high to low weight order): GOOG/L,MSFT,AMZN,AAPL,QQQ So yeah... I like tech. Don't give a poop about people who say 'tech is dead'... I'm in it for the long game. And I like my 5+ years odds.

OrangesAreOrangeHa

Looks like META and MSFT are working to make standards with other big players passing on it. Seeing Lowe’s trying to use it to try to help customers see a project has me a little shook

OrangesAreOrangeHa

Let’s pretend the metaverse works, would the META market cap be greater than AAPL and MSFT combined? Maybe it would be like the internet but mostly under 1 roof… that would basically make META’s economy alone Earth 2.0, which ironically is how you’d describe in metaverse

hristopelov

Tthose are pretty safe yes, if you like the Mega Caps GOOG MSFT are probably the best as they dont have big expenses to produce Free Cash Flow in a Recession

amp112

If you truly believe in the trade…I would close your existing position and buy the same expiration at $240 or something much closer to the market price. Like a 60 delta call. Then start selling further OTM calls with closer expirations against the position (poor man’s covered call / calendar spread). Ie: buy 240 6/2023 call, sell 8/2022 290 call. Then keep Downside: You’ll eat a 2k loss in the near term. And possibly more if MSFT continues to fall. Upside: you can probably recoup a nice chunk of that selling calls. Additionally, you now need a smaller move to recoup the original loss…if MSFT goes from 250 to 300, you’ll have recouped the loss and have plenty of intrinsic value. But the same move with your current position would probably still show a loss. Good luck!

fluffy_convict

References: [https://finance.yahoo.com/quote/MSFT/financials?p=MSFT](https://finance.yahoo.com/quote/MSFT/financials?p=MSFT) [https://finance.yahoo.com/quote/MSFT/key-statistics?p=MSFT](https://finance.yahoo.com/quote/MSFT/key-statistics?p=MSFT) [https://www.investopedia.com/terms/n/netincome.asp](https://www.investopedia.com/terms/n/netincome.asp) I am new to investing an have looked a few videos on evaluation company finances. I am now trying to apply this knowledge to an example company, Microsoft. On the key statistics page it says that the **Operating Margin** 42.56% and **(net) Profit Margin** is 37.63% Let's try to calculate these values with the income statement items on this page, first the Operating Margin: \- Operating Margin = (Operating Income / Gross Profit) \* 100% \- Operating Income = Gross Profit - Operating Expenses. **Gross Profit:** \- total revenue 192'557'000 \- cost of revenue (COGS) 60'212'000 \- Gross Profit 192'557'000 - 60'212'000 = 132’345’000 **Operating Expenses:** \- Selling General and Administrative Costs 27’051’000 \- R&D 23’350’000 \- Operating Expenses 27’051’000 + 23’350’000 = 50'401'000 So: \- Operating Income = 132’345’000 - 50'401'000 = 81’944’000 \- Operating Margin = (81’944’000 / 132’345’000) = 42.56% So far so good. But I am having trouble getting to the net profit margin. I have learned that: \- Net Profit Margin = (Net Income / Revenue) \* 100% \- Net Income = Total Revenue - (COGS + selling, general and administrative costs + operating expenses + depreciation + interest + taxes + other expenses) So (line items coming from Yahoo! Finance Income Statement): \- COGS 60'212'000 \- Selling General and Administrative Costs 27’051’000 \- Operating Expenses 50'401'000 (see above) \- Depreciation 13’825’000 \- Interest Expense 2’120’000 \- Tax Provision 10’178’000 \- Other Expenses (I don't see any listed) 0 \- **Total Expenses** 136'736'000 So: \- Net Income = 192'557'000 - 136'736'000 = 55’821’000 \- **Net Profit Margin** = (55’821’000 / 192'557'000) \* 100% = **28.99%** **But according to Yahoo! the Net Profit Margin = 37.63%**. From this I derive that the Total Expenses according to Yahoo! are 72'456'000 (because (72456000 / 192'557'000) \* 100% = 37.63%) **My question is:** what am I doing wrong? My calculated Net Income is (72'456'000 - 55’821’000) 16’635’000 too low, but I cannot find any other line items that add up to 16'635'000. Can someone show me, based on the line items on Yahoo! Finance how I can correctly calculate the Net Profit Margin? Any help is greatly appreciated!

moaiii

Rolling isn't valid for long options. This seems to be a piece of misguided advice that doesn't go away. If you are closing a losing long option and "rolling" to another new long option, then you are realising the loss on the first option and entering a new trade. In almost all cases you need to add more funds in this "roll", so you are simply adding more risk to the trade meaning that the new option now has to make a higher return to cover the total cost of both options. That's not what rolling is about. Where rolling is valid is when you have a short option position (or a short leg of a diagonal/horizontal spread) that is approaching ITM. To avoid assignment and continue the trade, you can sell a new contract that is dated further out in time and/or has a higher (for calls) or lower (for puts) strike; and use the credit for this sale to buy back the first contract thereby closing it out. The idea is to ensure that the new contract returns a credit that is higher than what is needed to buy back the first contract, thereby _adding_ credit to the overall trade. This rolling procedure is executed as one transaction by your broker so that you can ensure no slippage between selling the new and buying back the old. I'm not suggesting that you should trade short options, btw, but I'm just trying to explain what rolling is intended for. As for whether closing out and buying a new option now is a good idea: It all depends on your outlook for the stock. If you are still bullish on MSFT and you think that the current dip is temporary due to, I dunno, a 25% correction in the market and an overall clean out of the tech sector, then you might decide to wait it out because you've got another two years left on this contract. If you are bullish but you don't think it'll get to 325 before June '24, then you might consider a different contract. Whatever you decide to do, don't act at the bottom of a corrections. Even if we are in a longer term bear cycle, there are bear market rallies which can sometimes be quite powerful (up to 20%, historically). We are due for one of those rallies any time now, so perhaps just sit tight for a few more weeks before doing anything.

Jonscott31

You still have a lot of time.. I do not see it going ITM but it is possible to save 30-40% of your contract/s. Hedging is your best option. I would personally trade other positions and try to make up for it on other plays while you ride that MSFT for a better closing price.

dudermagee

Stop trading with money if you don't understand the basics. Paper trade until you are consistently successful. Buy stocks if you are worried about missing out on potential gains, but only if you can handle seeing a blood bath for a while and dca. Assuming you had bought 3200 of MSFT when it was at 280, you'd have 11 shares and only be down a few hundred bucks. You can also swing trade stocks vs options which has lower (but not 0) risk. Obviously lower reward.

GeorgeSaucington

Heres what I'm thinking of picking up tomorrow with a 5-10 year time horizon in mind. AAPL 5 shares - 675 MSFT 5 shares - 1260 GOOG 1 share - 2240 RTX 10 shares 1388 AMD 10 shares 837.5 ET 75 shares 750 BRKB 5 shares 1280 Total: ~$7,968

GeorgeSaucington

Heres what's on the menu for tomorrow. 5-10 year time horizon AAPL 5 shares - 675 MSFT 5 shares - 1260 GOOG 1 share - 2240 RTX 10 shares 1388 AMD 10 shares 837.5 ET 75 shares 750 BRKB 5 shares 1280 Total: ~$7,968

GeorgeSaucington

Heres what I'm thinking about picking up tomorrow. 10 year time horizon at a minimum AAPL 5 shares - 675 MSFT 5 shares - 1260 GOOG 1 share - 2240 RTX 10 shares 1388 AMD 10 shares 837.5 ET 75 shares 750 BRKB 5 shares 1280 Total: ~$7,968

ssavu

You either can buy puts to hedge the deltas left in those calls or you can short shares equal to the amount of deltas your calls still hold. One 0.5 delta contract is equivalent to 50 shares. So if you have 100 contracts sitting at 0.5 delta than you need to short 5000 MSFT shares to make the trade delta neutral. If it goes down you short will make up the loss of the calls (almost as calls also have theta decay, volatility crush, etc). If stock goes up you will make money on the calls but your short will loose. Shorting shares as a hedge brings the advantage that you can build or unwind the hedge outside normal market trading hours. With puts as a hedge you need to wait for normal trading hours and it might be too late. Scaling a put hedge also sucks because you go in increments of a 100 because a contract is equivalent to 100 shares while with shares you can delta hedge in increments of 1 share or even lower because of some brokers ability to let you trade increments of a share

ThatOneDrunkUncle

This company I'm interviewing for charges a 3% fee and their top 10 holdings are basically SPY, VTI, AAPL, MSFT, and some bond funds. Rich people don't even understand their being scammed out of their own money. How did they become rich?

CarpeLivem

I hope so. It can’t seem to break 379 at all. Only 75% of average volume on SPY. Apple only seeing 60m volume instead of 90m. Low vol same with MSFT, AMZN. Seems like there’s less and less buyers. But, SPY finishing green again today is a bad sign

Eccentricc

I have 280c MSFT leaps expiring January. It's Microsoft, when theta starts rising about 30-60DTE I'm going to roll the contract. I'm not concerned of Microsoft not hitting ATHs again. It's Microsoft, all you need is time and you'll be at ATHs. Try not to sell low buy high, just the other day Microsoft fell heavily, then the next day I was up 20%. The biggest gains are right after a bear market, try not to time a blue chip

drew-gen-x

There's rumors that digital ad revenue is falling on Youtube. Look at what's been happening in $FB/$META. I would be hesitant to buy $GOOG before their next earnings. I think $MSFT is a much safer buy. $AAPL is still too expensive but you'd prolly be ok 10 years from now buying Apple. I would buy $MSFT and $AMD off your list. I'd buy $ET as a trade but that's a 6 month-2 year holding not 10 years.

Loverboy21

Ah hell, you're right. I was too fixated on the stock price and ignored how options work in splits. Thanks for the correction. That said, he's still proposing that TSLA will be bigger than MSFT in 6 months.

GeorgeSaucington

Thinking about opening positions in AAPL, GOOG, MSFT, RTX, AMD, BRKB and ET with a 10-20 year investment horizon. Any thoughts?

AP9384629344432

No small/mid caps, extreme tech concentration (VGT is 40% AAPL/MSFT, VOO is like 12%), no international diversification. I like GOOG, AAPL, MSFT, etc., but it is a poor idea to concentrate so heavily in just a few companies. Historically, smaller cap stocks (particularly value) actually outperform large cap growth, so you're overweighting the wrong things. If you really want a long term DCA portfolio, VTI + VXUS--or at the very least, VTI, if you love America that much.

imsilver4fukyou

me at 12 am with 6 beers down looking at futues  ​ waking up late due to it, but being blessed to sell my MSFT for $200 

bigmeatbag

The planes practically fly themselves, airlines should just have MSFT help them find and recruit people good at flight simulator

CulturalClick4061

I think stagflation is another code term for a “correction”. Where many companies that have yet to be corrected will be as well as the influx in car and home sales of the 2010’s-2022. I think a good example is IBM, it is a company that services legacy systems without a clear avenue to growth with MSFT Azure and AMZN AWS really holding the grip on the enterprise and government cloud contracts. IBM is a company that will have to withstand the reality that new companies can replace easily their old contracts and be more efficient and successful. I think that’s an example in the tech sector, as for the consumer goods sector I think we are going to see a drop in the need for certain goods such as vehicles and homes as a result of the near-skyrocketing interest rates but as for things like food, devices, and household items I don’t see the recession will impact very many households.