Is anyone taking profits from the recent spike in oil prices? I bought a couple of CL futures expiring in May a few days ago.
Not trying to get into politics here, but my guess is that prices could keep rising for a while (likely over 100?), since the situation doesn’t seem to be resolved anytime soon
My plan last year was to buy oil stocks this year, but I was too slow and now I find the prices unattractive.
SIX:BAER Anyone?
Wait, where are you getting the 20-year increase from? Looking at the chart, they started in 2010, but then there’s a cut in 2013 and it stayed flat in 2014. It looks like it’s been flat again since 2022 too.
I’m curious what currencies and markets they’re actually operating in?
That ‘safe haven’ bit is funny though, considering the mess they’ve been in. They lost like CHF 600m on Benko/Signa alone. Then there’s the FIFA/Venezuela laundering stuff, the FINMA fines, and that whole ban on acquisitions because they couldn’t get their compliance right. They were even part of the Malaysia $4.5bn heist. Throw in billions in frozen Russian assets and you can see they’re pretty deep into some high-risk stuff.
May I suggest some VONN instead? Same type of dividend yield but probably less risky based on @Beate ‘s answer.
16 years. One cut, nothing since, despite all the chaos in the past.
That was at least one CEO before. I don’t have much intel but they seem to be reorienting with the new management. Will need to do my due diligence.
Any opinion on SAP ?
Stock dropped alot because of “AI eats Software”. Yet SAP is not (about) good software, it´s about process knowledge and operates more or less a ERP Monopoly.
I was looking at it today. I decided not to buy as although the price is OK, I’m waiting until the price is good.
If AGI can mimic human brains at an unprecedented scale,
I predict it will fall into depression and commit suicide within 3 nanoseconds after someone prompts:
rebuild SAP software so I don’t have to pay outrageous licence and maintenance fees
Safe bet.
Looking for some constructive feedback and discussion
So I am after FIRE or CoastFIRE.
I maintain a satellite portfolio with 50% ETF amd 50% stocks.
I am now thinking if it is more wise to sell all stock holdings and put the proceeds into my ETF.
I feel I have been lucky so far but I can’t be luck for another 20y (I think).
Opinions?
I personally would keep AMD, AMZN, META and switch the rest into ETFs.
Good point but the initial positioning was almost the same
They grow naturally to what it is today
You would allow max what %?
Maybe I’m chasing the market a bit, but bought oil refiners:
Good move if you want to de-risk. But…. there is also no rule keeping some single stocks from reaching 300% or more.
SAAS companies too low to pass up. In the last weeks I bought:
145 trades in the last 30 days. Must be a record for me.
Professional status pending!
No NVDA?
In 3 days:
Unfortunately, the gains are outweighed by falls in other parts of the portfolio 
too much free capital in your account 
I’m buying CRM hand over fist.
