Reddit Posts
Mentions
SVAQ DA with EigenQ [https://www.prnewswire.com/news-releases/eigenq-and-silicon-valley-acquisition-corp-announce-definitive-business-combination-agreement-to-create-a-publicly-traded-quantum-technology-company-302802896.html](https://www.prnewswire.com/news-releases/eigenq-and-silicon-valley-acquisition-corp-announce-definitive-business-combination-agreement-to-create-a-publicly-traded-quantum-technology-company-302802896.html) EigenQ's mission to develop and commercialize quantum technologies across security, artificial intelligence, communications, sensing, and computing ***Transaction Highlights*** * Transaction values EigenQ at a pro forma enterprise value of approximately$3 billion; * Transaction supported by approximately$215 millionheld in SVAQ's trust account, prior to shareholder redemptions and transaction expenses; * EigenQ is aQuantum Technology Companydeveloping and commercializing foundational technologies across Quantum Security, Quantum AI,Quantum Communications, Quantum Sensing, and Quantum Computing; * Driven by government mandate and market demand, EigenQ has developed readily deployable NIST-compliant solutions; * Technology adopted and commercialized by strategic alliances and channel partners, including HPE, AMD, WNC, and TD SYNNEX to support platform retrofit and integration, deployment readiness, manufacturing scale, and channel enablement across enterprise and public-sector environments.
I've done a lot of buying today. I've bought $EWJ, $EWY, $IGF, $DE, and $WNC. I sold 10% of my Gold ($PHYS) position to pay for the positions above. This is more of a rebalancing as Gold had appreciated to over 25% of my port. I'm still very bullish on Gold, but I never like seeing my port having over 25% concentration in any stock or asset. I see too many stressful over concentration posts here daily from the reddit tech bros.
I love momentum and volume.. WNC has both.. Blackrock and Vanguard are in.. I'll nibble too... Thanks for the tip.. Transportation stocks were up today too.. BooYah
I own a small position in $HTLD and I am looking at opening a position in $WNC. Currently I am too busy focusing on gold, interest rates and shorting the $QQQ. I will be rotating more into beaten up sectors once this place turns bearish.
I've been noticing for months that parking lots have more open spaces at a wide variety of places in my area. Walmart is doing ok Target has been light Lowes and home depot much lighter Grocery stores about the same Texas Roadhouse much lighter Outback a bit less Tanger outlet center much lighter A bunch of marginal restaurants are ghost towns and will be closing before too much longer. I live in WNC which is a tourist destination for the Summer and a bit during the Fall. All Summer it was noticeably lighter but we did have Helene last year so factor that in a bit. I did wander down to Greenville SC recently and the mall there was basically looked as busy as the last few times I went, but several businesses in the mall closed and the cheesecake factory didn't have a massive wait like they did every previous visit. My conclusion is that strong businesses are going to be fine but a recession at least locally is happening or on its way. Marginal businesses with a weak balance sheet will have a high chance of going under.
I picked up 3 small cap trucking & transportation stocks today. $HTLD that someone else here mentioned a few weeks ago, $GT and $WNC. Trucking & Transportation has been in a recession for over 2 years. Interest rate cuts should help the struggling non silicon valley economy more than the $QQQ.
I bought MLR at the April bottom and have been riding it out. Still slightly green, but not sure what I'll do (keep holding or not). I saw someone else mention WNC? But I haven't looked into them yet.
I actually think we will see deflation in housing before it's all over. A bunch of stuff will have inflation, a bunch of stuff will inflate but then become impossible to buy once inventory is run out, and then some stuff will actually deflate as demand is swamped by supply. When all that is factored in I won't be surprised if inflation drops to near zero or goes negative into actual deflation. That is basically what happened in Japan for decades and it is more or less happening in China right now. Food costs at the grocery store will probably go up. Basic clothing costs will go up. High end clothing may run low on inventory but go up in price. Car parts will go up but in many cases the inventory will run to zero. Housing will go down as inventory available for sale skyrockets. Consumer electronics will try all 3 options. I could see tvs going down for example to move inventory as some business locations close. I don't think smart phones will drop in price though. I live in WNC and my neighbor works at Biltmore estate. It's been super slow this Summer. Anecdotal evidence from a few other friends around the country suggests people are pulling back from some types of spending. My guess is we are either in a recession or will be in one if this keeps up much longer. Recession, plus high tariffs will look to follow the great depression outcome. The degree of damage might be different but it will be a similar course. The 1930s saw high unemployment and massive deflation. Unless someone wants to argue why this time will be different I'm going to bet treasuries will do better than equities before this is over.
$TWI, $WNC, $MTW, $OSK, $CNH, $HTLD. Miller is a good call. I might look into buying $MLR over $HTLD. I wish there was an ETF. I might just split up x amt of dollars and buy a small position in 3-4 of the stocks above.
I am a Carpenter in WNC and we have not seen a slow down either. It's been crazy busy with folks moving up here and doing repairs from Halene. I will say that some items are starting to slow down. One of our clients is having issues with getting their tile. They been delayed multiple times. Same thing is starting to happen to some appliances too. Get the feeling it's gonna be worse than covid.
Free like it was for all those folks in WNC? He gave out all these starlink antennas and then after 30 days started charging people.
Up 8.11% on the 1 week time frame. Up 115.49% YTD. Been a good year. I might have done better this week but I've been heavily hedging for awhile to lock in those profits. Now to be fair last week I was down a decent amount since Oct 18 until last week so over the 1 month time frame I'm up only 5.58% and I'm up only a .7% since Oct 18. Also doesnt help that I live in WNC and after Helene happened I basically had to de risk rapidly since I was not able to manage shorter term stuff due to internet issues. I got those resolved now, but it was a big problem that caused me a lot of problems in October.
I live there. Just got cell service today since the storm! The towns (Spruce Pine, Bakersville, Burnsville) in the surrounding areas are struggling and will struggle to rebuild in the near future once we are forgot about and the current support disappears. Sibelco was one of the first places to have power restored (Of course). The mine itself is fine but the biggest problem will be getting the products out. Railroads are washed out both going in and out in multiple locations and will take months to rebuild them. The quartz that’s in the mountain is about 11 miles long and 4 miles wide so there will be not shortage in our lifetime. WNC Strong!
I wonder if they are. The big problem in WNC right now is spotty/lack of connectivity everywhere, so even if they failover to an alternate data center, many of the stores still might not have internet connectivity. Still, I live in the area, and every time I drive by the distribution center (almost a mile long) I wonder why they didn’t go with a more geographically distributed model.
Plenty of tech savvy companies here. Since the founder died (Bob Ingle Sr) died and junior took over and went public (has since sold most along with his sister), profit is the game. Horribly run company (from a community perspective) but highly profitable. Expect to be bought by one of the big guys before long. Majority market share in WNC, along with presence in SC, TN, and VA.
In all seriousness, I know none of you have any gains to speak of but maybe take your allowance check from mom for this week and send it to a reputable organization in the area. WNC is completely fucked.
I know this Wendy's in WNC. Spent a lot of time behind that dumpster. Sad to see it's now floated away
I opened in a new position in $DHT (oil tankers) and bought more shares of $HAL and $MOS. These positions won't age well if commodities keep selling off due to recession fears. However, escalating war tensions and a weaker USD may give them support. esp crude oil. I also added small cap manufactures $WNC (trailers) and $CNH ( farm equipment) today. Again lower grain prices aren't good for farm equipment and trucking is in a recession. But these are 2 of the better performing small cap companies IMHO. I am looking 1-2 year out for these positions. My dividend stocks have been on fire. $T, $VZ, $BMY, and $BTI and utilities $LNT. I have taken a speculative position in $WBA to see if the healthcare retailer bleeding cash might find support due to it's dividend and markets searching out defensive health care positions. I am ready to cut Walgreens w/i a week or 2 if the trade really goes against me. This volatility makes me wonder how people can have all their cash in individual stocks. My overall portfolio is roughly 25% gold, 50% cash yielding 5%, and 25% stocks. I am not including my boring 401K in a S&P 500 index fund.
I've been kinda of bored of the tech talk here, so I'll mention 2 stocks that I own that hit ATH's today and another that hit a new 52 week high today. Atkore Inc $ATKR and nVent Electric $NVT are boring blue collar electrical equipment & parts companies. Wabash $WNC is a boring semi truck trailer manufacturer. All 3 are small caps showing growth with a market cap b/w $1B-$11B that have no AI hype. They just produce parts & equipment that are used in blue collar America.
I can gain 20% per week by finding unpopular undervalued stocks like WNC or I can lose 20% by following the hype of things like CDNS Easy choice 
I told this sub WNC would go to $21 -> $27 after earnings and it’s $28 now. WSB only talks about stocks they heard their grandma talk about.
WNC $21.63 -> $27.00 Watch it happen Regards. Should’ve had some limit buys but I didn’t think it would drop so low.
Whoever got WNC for $21.63 is one lucky bastard. Earnings up 11:00 EST
Yeah $CF has moved much higher while $MOS began selling off pretty hard Wednesday afternoon. There's nothing wrong with taking profits. I thought about adding to $MOS here, but I decided a month ago to broadening my positions. My best performing stocks the last couple weeks are all small caps. $CASY and $WNC have outperformed the market. So I have been buying small caps the last 2 weeks. I really like Mohawk $MHK but I have yet to buy. I think home building stocks can fall much further but that's a sector I want to invest in as we have a shortage of housing in this country.
Haha yeah. I mean my screener only catches like 60 stocks, so it’s always fun seeing a new one. Reading up a bit more on WNC now, sounds like a similar story to LMB. Business that is transforming, but paying off because of it. The company, which rebranded itself to simply "Wabash" last year, is focused on providing value-added solutions, helping customers "solve unique transportation problems," and helping them reduce operating costs, according to its Q1 filing. Wabash also will look to utilize its "extensive dealer network" to market and sell products. Moreover, last year the company unified and expanded its parts and distribution capabilities by establishing Wabash Parts LLC. The company credited the entity as the primary driver of gross profit margin growth in Q1. In addition to upping production capacity, Wabash sees growing and expanding the parts and services segment as "a key strategic initiative" for the company moving forward, as President & CEO Brent Yeagy made clear during the Q1 earnings call. We have re-imagined our production capacity and are also acting to increase our recurring revenue exposure by achieving our rightful share in parts and services having already laid the groundwork through our parts and distribution joint venture.
One that just popped out to me that seems kind of interesting $WNC "Wabash National Corporation designs, manufactures, and distributes connected solutions for the transportation, logistics, and distribution industries primarily in the United States. The company operates through two segments, Transportation Solutions and Parts & Services. The Transportation Solutions segment provides dry van and platform trailers; refrigerated trailers; converter dollies; van bodies for dry-freight transportation; cargo and cargo XL bodies for commercial applications; insulated van bodies; stake bodies; platform truck bodies; refrigerated truck bodies; and used trailers, as well as laminated hardwood oak flooring products. " TTM PE 5, Foward PE 6, PEG 0.35, P/B 2.12, PS 0.39. They report in July, they technically missed reveue their goals, but still was up 6.8% YoY. They also increased revenue and EPS for this year a tiny bit. I don't know much about this company or the sector, but seems interesting. Here's their last earnings presentation: [https://s25.q4cdn.com/609616967/files/doc\_financials/2023/q2/2Q-2023-WNC-Earnings-Slides.pdf](https://s25.q4cdn.com/609616967/files/doc_financials/2023/q2/2Q-2023-WNC-Earnings-Slides.pdf) Their operation margins all seem to be trending up as well. Also seems like they are been growing really well since the pandemic. 2020 revenue growth was -36%, but then in 2021 it was +21%, and in 2022 it was 38%, which is really positive sign that they are tending up post pandemic.
Trailer sales will go up with unemployment. Just loaded some WNC calls.
I'm taking a look at Wabash National (WNC). The company recently made significant margin improvements. The stock has a good technical set-up on the daily chart. Wabash makes trailers and related products for the transportation industry.
Looking at Wabash National (WNC): producer of various trailers/storage containers for the transportation industry. The company made good margin improvements and the stock has a good technical set-up on the daily chart.
I am reopening a small position in $WNC that is down 10% this morning. The small cap trailer manufacture has vastly outperformed the market this year so this maybe the beginning of a move back lower to the means. But, it is hard to make any money always sitting on your hands.
In general, I’m with you, but to say that you can’t find good companies that are “overlooked” is inaccurate. I find this part to be insanely easy. I’m not saying I picked the next big thing, but I hold some companies most have never heard of and they perform well. I have a spreadsheet with the entire Russell 2000, and once a week or so I scroll through some of the tickers to see what they’re made of. If you use a decent minimum (like $1B market cap, remove stuff like Biotech (good luck if you’re investing in that space🤣) and REITS, the list really isn’t that long. Sure, I have AMD and GOOG and ABBV and blah, blah, blah. But also CNM and OC and WNC.
I recently purchased some THCA flower from WNC CBD. In terms of appearance, aroma, taste and effects it’s indistinguishable from dispo flower from any legal state. For the sake of our beloved weedstocks, I hope this loophole is closed later this year.
During a recession, companies will postpone buying new transportation equipment (unless it reduces fuel cost, which Wabash's technology does not). As a result WNC's sales will drop as it is easy for companies to reduce capital investments.
You’ll get a better return putting your money in VOO OR SPY. WNC only has a 105% return over the last 30 years and a very low dividend yield🤦🏽♂️… if you want individual logistics stocks i much rather buy UPS, FEDEX, or UNION PACIFIC.
because WNC will follow the SP500... SP500 monthly chart is repeating a similar bearish pattern to 2008 and 2000 she will drop below 3500 before the end of this year short SPY / long SPDN DCA monthly into CEF
WNC will drop below 13 before the end of the year
WNC eill drop below 13 before the end of the year
WNC news is all negative, insiders have been selling off stock
Wabash crushed earnings this morning. $WNC EPS $1.04 vs $0.48 exp. $WNC projects fiscal 2023 EPS of $4 to $4.50. That compares with $2.70 to $3 previously. The trailer manufacture's stock is up 16% in premarket.
I've been dabbling in the hemp derived market for a while now and it's been great. What is not clear to me is who is supplying these products, like the thca flower, for the vendors. For example, WNC-CBD does not grow their own flower; my understanding is that it does not even have to be grown in the same state that the vendor is located in, so a vendor in TN or NC could have their supply shipped from a legal state. If its the same strain names people see in dispensaries, would it not be feasible that one or more of the MSOs is supplying this market?
Has anyone tried purchasing a hemp derived product? It’s easy to find vendors online who sell these intoxicating cannabiniods. I’ve always been mildly concerned about them being a threat to our r/weedstocks investments. Recently I’ve made a couple of purchases. First purchase was some gummies from Hometown Hero CBD. I bought the 25 mg live rosin gummies. They worked as advertised. My second purchase was from WNC CBD, I got some high THCA flower. In terms of appearance, aroma, taste and effects the experience was indistinguishable dispo flower. The fact people can get these products shipped to their houses across state lines via the USPS is completely unbelievable. After sampling these products, my mild concern has morphed into full blown panic. I now view them as an existential threat to our weedstock investments. I pray that this loophole is closed in the 2023 Farm Bill revision. I live in NC and there’s been chatter from Raleigh that the politicians are looking to outlaw these products. Its not everyday I concur with the GOP regarding potential legislation. Any thoughts?
I bought $MOS, $CLF, and $WNC shares this morning. Farmers are running out of time to buy fertilizer before the planting season begins, so I think the bottom is in there. Cleveland-Cliff is an increased government infrastructure spending investment. And Wabash is a crazy profitable small cap semi-truck trailer manufacturer. And all 3 are not AI or tech stocks; but somehow they are showing growth in this market environment with forward P/E all under 10x earnings.
Small caps are either vastly undersold and a screaming buy; or small caps are screaming to the market that the S&P 500 is vastly overbought and ready to tank. I bought some small caps the last 2 days and all purchases are down another 5-10%. The smart man would wait before buying more. I however am considering buying more $TITN, $WNC, $OC, and $AWI before close. I think buying the equipment stocks has more downside risk than the home building stocks thou.
Busy buying day for me today. Picked up 10 shares of $CLF, 5 shares of $MOS, 5 shares of $HAL, and 10 shares of $WNC. I'm grinning at the gains of $GOLD in my port today. /u/PutsRNotDaWae \--- I am being bold and buying stocks today; but somehow I don't think I am part of your Team Transitory. I also doubt I am buying the same stocks that you are.
$TITN missed because of it's lack of available equipment to sell, correct? They were unable to fulfill their outstanding orders I believe? I had something similar with another stock I own, $WNC last yr. They had such a back order of dry van trailers they couldn't met orders that the stock tanked similar to Titan after an earnings miss last summer. Of course last quarter Wabash absolutely crushed earnings after finally having the trailers manufactured to sell. I will be opening a position in Titan soon. I was getting greedy just seeing if it might fall to $23-$24. (200 DMA)
I live close to the Harrah's Casino in WNC and in the 8 years that I've lived here I've seen the Casino go from having 1 hotel, a food court, and medium sized gambling area into small city with 2 hotels, a bowling alley, a music hall, 4 restaurants, a buffet, gaming for kids, 3 parking decks, and a shit ton of slots, a shit ton of tables, and a Texas hold em area. Their main clients are older people with money to burn.
I bought $TWI and $WNC over $TITN today. I'm a sucker for the actual manufactures over the retailers. Titan Int'l has a forward P/E of 6.74. Wabash forward P/E is 9.23. $TITN, $DKS, and $ASO do look good on the charts thou. Some of these small caps P/E are looking pretty good. Of course an earnings miss would obviously make them a bit more pricey.
I'm still holding on to the $LEVI shares I bought at $14. $WNC is up 14% today. I should sell but I am holding those shares as well. I've been trading the silver miners $FSM and $EXK and selling when they are up 20% and rebuying lower. I'm waiting to buy more $MTW and $GT as those are the 2, I think could pop after earnings. But I am just a degenerative gambler so my trades are suspect : )
I bought 30 shares of $WNC. Lower input prices for steel lead to higher margins for manufacturing dry van trailers for Wabash. Also a note on Fed Ex, I work for a long haul trucking company. Is shipping/trucking down in 2022 compared to 2020 & 2021? Hell yeah, but those were our 2 best revenue years ever. Most long haul trucking companies are simply back to 2019 freight levels. I would imagine Fed Ex issues are company related and customers substituting expensive next day shipping with lower cost shipping options.
Today $MOS and $GOLD. Yesterday $IPI and $MOS. I also have limit buy orders in for $WNC, $LEVI, $GT and $HAL if they drop a bit further to retest previous support levels.
This is why I do not think we are close to peak inflation. There are multiple markets or economies within the USA not just one economy. The problem is most here are super focused on tech which is in a recession. If I look at the blue collar economy it is booming. There are too many office workers looking for too few jobs and too few electricians, plumbers, oil field workers, or farmers with too many open jobs. This happened after dot com as well. Blue collar American jobs flourished while tech jobs tanked. And while no 2 time periods are exactly the same, the market is not positioned for a repeat of an economic boom in the trade economies. So I have positioned myself with stocks like $HAL, $MOS, $WNC, and $GT. I may be completely wrong but this is where I see the highest upside. Because everyone is waiting for the growth stocks to rebound and not positioned accordingly. Well it took over 12 years after 2000 for tech to rebound. And even if this time gets cut in half, that is 5-6 years to be waiting for a recovery.
$CASY - convenience stores/gas stations $LEVI - clothing $WNC - Trailers & Equipment $GT - Tires $MAT - Consumer Discretionary/Toys $HOG - Motorcycles These are a few that I own. I prefer small caps over Blue Chips as these stocks have sold off more than the Wal-marts, Targets, Fords, and Coca-Cola's. Everyone listed is profitable. $LEVI, $WNC, $HOG, and $CASY pay a dividend as well.
Small caps are popping. I have $GT up 7%, $WNC up 4.8%, and $LEVI up 3.3%
I bought more $LEVI and $WNC (small cap dry van trailers). I am really debating on opening a position in $F or $AGCO. Cars or Farm Equipment? I would like to have all my buys in before CPI Wednesday. There is more negative public sentiment in the market now than during dot com and 2008. That's a buy signal to me to start DCA into stocks I want to hold for the next 10 years.
$LEVI, $WNC, $GT, $CF, $MOS, $KMI, $HAL. Those are my largest holdings besides AT&T. You would be better off not investing in any stocks mentioned here. People tend to act like irrational sports fans when talking about there stocks.
$WNC. Wabash is a major player in the dry van trailer manufacturing industry. Their P/E is some astronomical 400 or so since they haven't been able to full fill their trailer orders backlog from every trucking company. But that will change after their next earnings. Their Forward P/E is under 7. And their input commodity costs like Steel are starting to stabilize and dip a bit lower. Bet on small cap manufacturing, especially from companies who have a lot of small businesses for their customers who are looking to invest in their companies by buying equipment with their profits to hedge against inflation.
I might be the most foolish one here buying stock before CPI. I prolly should have waited for close instead of buying 1 hr into open. I opened a position in $HTLD. I've been watching $GT and $WNC rebound for a month now. The transport stocks are completely oversold. Everyone is talking about trucking being under pressure due to labor & diesel prices. However these stock charts are telling me a completely different story. So $WEAT, $CLF, and $HTLD it is for the day. I added $MOS and $BUD earlier this week. Sold out of $PYPL.
A decent day in the markets, but somehow I feel numb like it will all go back down soon. Biggest winners - $WNC 7.4%, $WBD 6.68%, $GT 4.39%, $FSM 4.2%. Of the 4; I am only up overall on my Wabash position.
Where is the money moving in the economy? It appears to me it is moving out of Silicon Valley and into the Midwest. Why? Manufacturing, Agriculture, and transportation have a higher concentration in Iowa, Illinois, Ohio, Indiana, etc than in California or NY per capita. Also, it is cheaper to live in the Midwest due to lower housing and food cost compared to the coasts. This is important in an inflationary environment. I am invested in $GT and $INTL and $WNC. I am looking at Illinois Tool, $CAT, and a few others. Interesting times.
I added to 2 stocks that have no support which is always risky. $WNC which beat earnings this morning and $GT. Just like the public sentiment is at all time low's for tech stocks; public sentiment is too low on the transportation stocks. Everything in the market is cyclical.
Goodyear $GT Wabash $WNC I wouldn't buy either right now until after earnings as neither stock has any support; but those are my two most heavily held small caps. The transportation industry is in a recession, however it is a very cyclical industry and it will bounce back.
I work in the industry for a privately owned trucking company and freight volume is definitely down. Freight volume has been down since November. I don't invest in any of these companies since they are competitors towards my employment, but I have bought a lot of $GT and $WNC going for the equipment stocks and they have done very poorly since February. Freight is always cyclical. Most of these companies should have done really well in 2020/2021; but if you look at their share prices $ODLF compared to $KNX or $WERN over 5 years; $ODLF is up over 350% and the other 2 are only up 30%. I would say $KNX and $WERN are cheap and $ODLF is expensive.
Here begins the rally. All of those Fund managers that sold yesterday are going to have to start to buy back in. I added to $GT and $WNC. As heavy as my bags are on both I can carry that weight. I'm expecting the Russell to rally hard.
I agree with much of what you said. I would add 9 - Blue collar jobs are going unfilled. Have you tried to find a mechanic or plumber recently? They are hard to find. I am long $GT even though it has dropped 40% in a month or so. Have you tried to call a mechanic for a blowout tire or a tow since the virus started? I am also bullish on manufacturing. $INTC - chip fabs, $TITN - farm equipment, $WNC - small cap trailer manufacture for semi-trucks.
Fk $GT. Besides being my 2nd heavily cost basis stock it has now fallen behind $GOLD, $KMI, $T, $AG, and $WNC. How can I be up so much making such a HUGE mistake?
Same. I have a big percentage of my portfolio in both commodity stocks like $BP, $MOS, $FCX, $KMI, $CLF etc and small cap manufacturing. I have been looking at $HOG for awhile but after my big positions in small caps both $GT (Goodyear) and $WNC (Wabash) got hit hard last week I was gun shy about adding another small cap. So I added last week to $CLF and $KMI and didn't buy $HOG. Lesson learned. DCA in and not wait for the bottom. And if there is a stock you like buy just one share so it's always on your radar.
I would add Chemicals - $DOW Industrial Materials - $PPG. Agriculture - $ADM I am more bullish on the small/mid caps though which I believe are more undervalued. Agriculture - $AGCO Transportation - $WNC Auto Parts - $GT Machinery - $TITN Consumer - $MAT Auto - $HOG
Most oil & gas stock are. Two of my small cap manufactures were last friday. $GT, and $WNC. $MOS was. But it is a boring agriculture fertilizer company. $T is up 20% in the last month. But these aren't exciting tech names.
I've been telling everyone to buy manufacturing stocks for over 3 months now. $CAT is up. $DE is up. $GT is up. $TWI is up. $WNC is up. But no; everyone here wants to talk when will tech bottom? In 3 years when manufacturing did, It's called a market rotation.
Ok total stock buys today $KMI, $INTC, $GT and $WNC. Manufacturing and oil pipelines.
Never go all in at once. I have more cash than money in the market. I have the stocks I want that I buy every dip. I deposit money every paycheck into the market. And I admit when I am wrong. It hurt selling $KGC for 30% loss cause I thought Gold would be a good inflation hedge. But I reinvested that cash into more shares of $BP, $PSX, $GT, $T, and $WNC and made up for that loss and then some more.
And $WNC just became my 4th stock holding to hit a new 52 week high today, joining $BP, $HAL, and $MOS. It's been a great day in the markets.
I own 3 stocks that hit 52 week highs today $MOS, $BP, and $HAL. And $WNC is 12 cents from a 52 week high. It's been a pretty good day.
My shares of $BP are up 19% YTD. $T & $GT up 9%, $WNC up 8% and $MOS up 7% YTD. There's a market rotation out of Tech.
$GT, $TITN, $TWI, $WNC, $TEN, $AGCO. The small cap manufactures are killing it.
Man some of you guys need to diversify out of tech. Try some small caps in manufacturing that are all up at least 10% over the last 2 months. I'll just name a few. $TITN, $TWI, $GT, $WNC, $TEN, $AGCO. There is ALWAYS a bull market somewhere.
It's tech small caps. Industrial and manufacturing small caps have been rallying. That's why the Russell is somewhat flatish. My positions in $GT, $WNC, and $TWI are all up 20% in the last 3 months.
WNC - Wabash. My first ever shares bought back in 2015/16. Didn’t know what to buy, where to look, what industries to look into, how any of this really worked. Read some article about companies and their stocks to look into and wabash was there. Thought it was interesting and researched the hell out of them. That was kind of the stock the stock I learned with. First one I bought and doubled my money on it so it a memorable one.
Betting on recovery small caps. One day people will realize every stock that is a non meme non tech isnt thron into recovery....Once again looking for a dip to add to $GT &$WNC...$EBAY is also looking real cheap...
Wabash (WNC) with a market cap under $1B or Goodyear with a market cap of $5.9B. I'm a blue collar guy that works in the trucking industry and I like to buy stocks that I can understand and I am familiar with. Wabash is a small company that makes the highest quality dry van semi trailers. Goodyear sells and provides road services for the best tires for transportation, construction, farming etc. Both are undervalued and both companies are not going anywhere IMHO. If anything they would be bought out by a larger corporation at a premium because they are boring staples that aren't going anywhere in the near future.
Waiting to find any dip in small cap manufactures to add to my current positions in $GT, $WNC, $TWI, $TITN, etc. The profitable small caps are still way way too cheap.
WNC looks like it's gonna break out for me
I'm no fan of Ford but in this environment I think Ford has a better chance then TSLA. After you commented, I went to look and screen some companies. I found a few that seems to be amazing shorting opportunities. WNC, SQ, RDFN (the best one imo), NVT, and EAT. - I plan on opening long term puts on all of these companies tomorrow.
If you just need some medicinal effects without the high, try some Hemp Flower, makes you feel good without the high.. WNC CBD has some dank indoor and hydro btw, my all time fav is Lifter from about anywhere.