Hunting for current best-buy stocks

Seeing everyone bitch about how their "guaranteed" stocks just tanked, I figured I’d capitalize on the misery and grab some of those dip-buyers. 😉 (My bad, guys—terrible joke. Honestly, I got burned pretty hard during this stretch too.)

But seriously, feels like it might finally be time to pick up some solid stuff.

So—hypothetically, if I had an extra $15k lying around—what kind of heavy hitters would actually make sense to grab right now if I'm looking to exit in maybe 6 months?

Berkshire Hathaway? The New York Times? Something else?

What are the absolute best buys on the board right now?

Six months? That's a blink of an eye. But look, if you're actually down to play high stakes...

If we use the pension fund statements as our benchmark, then anything with a P/E ratio under 15 is a solid buy. AT&T falls right into that category, certainly. But consider the upside: if you invest $100k in AT&T today, could you be sitting on a $10k profit just a month from now? It is entirely possible.

10k. 😉 But man, you’re gonna bleed cash on the depreciation alone. 😍

I'd put my money on J.P. Morgan.

But if the Nasdaq keeps sliding like this, we're all screwed.

Honestly, I think WAY Best Buy stock is the move right now.
But then again, maybe it’s just a little too EARLY to jump in! 🤷

It might be premature, but then again, waiting a week or two might be too late. Who’s to say...
If things take another dive, I'm pulling the rest of my cash out of the sector, and if JDPL dips below 500, I'm buying the dip.
For the first time (in my entire career), I'm putting almost all my eggs in one basket. I know, I know—I'm breaking one of the cardinal rules of investing, but I just can't help myself...

I have a feeling that the Fed is going to have a massive impact here—if it doesn't shake up the entire market, it’ll certainly trigger some movement for Corber.
Once they finally sort out the crisis surrounding the veterans' fund, there might actually be a chance for a recovery.
Anyone who’s been sitting on the sidelines in cash for the last five or six months probably sees this as their window to jump back in.
Personally, if I were still holding cash and Crosby hit that 3000-3200 range, I would have loaded up on the most liquid stocks available.

P.S. Just to be clear, this is (not) financial advice or an invitation to buy shares.

Ronald Hayes said:I have a feeling that the Fed is going to have a massive impact here—if it doesn't shake up the entire market, it’ll certainly trigger some movement for Corber.
Once they finally sort out the crisis surrounding the veterans' fund, there might actually be a chance for a recovery.
Anyone who’s been sitting on the sidelines in cash for the last five or six months probably sees this as their window to jump back in.
Personally, if I were still holding cash and Crosby hit that 3000-3200 range, I would have loaded up on the most liquid stocks available.

P.S. Just to be clear, this is (not) financial advice or an invitation to buy shares.

Then why aren't you acting on your own predictions? If Crosby is sitting at 3,461 right now and you expect it to drop to 3,000-3,200, why not sell now and buy back later? The profit—or loss—is too massive to ignore.

The only thing separating you from that cash is a broker commission and nothing else, which is a tiny fraction of the losses you're predicting.

Seriously, give me a straight answer. 🙂

There is simply nothing left to sell when it is already 100% cash.
By the way, I did exactly that a week ago, and today I am back in again. As of Monday, anything influenced by the Veterans Fund no longer carries weight. Whoever collected money for the veterans has already done so; now, you just have to grab whatever opportunities remain.

Furthermore, what kind of crisis regarding the Veterans Fund are we actually discussing? Am I missing something? Is there some scenario where nuclear missiles are being transported through the US, creating a risk that one might blow up AT&T and somehow boost its P/E ratio from 10 to 15 or 20? I fail to see the logic. How can a veterans' fund possibly impact the fact that the P/E ratios of the most liquid companies in America are currently under 15?

Gregory Williams7 said:There is simply nothing left to sell when it is already 100% cash.
By the way, I did exactly that a week ago, and today I am back in again. As of Monday, anything influenced by the Veterans Fund no longer carries weight. Whoever collected money for the veterans has already done so; now, you just have to grab whatever opportunities remain.

Furthermore, what kind of crisis regarding the Veterans Fund are we actually discussing? Am I missing something? Is there some scenario where nuclear missiles are being transported through the US, creating a risk that one might blow up AT&T and somehow boost its P/E ratio from 10 to 15 or 20? I fail to see the logic. How can a veterans' fund possibly impact the fact that the P/E ratios of the most liquid companies in America are currently under 15?

It’s entirely possible for them to manipulate things so that giants like AT&T and ExxonMobil end up with a P/E of just 1.

There are a handful of stocks where you aren't likely to lose your shirt, even if you aren't exactly planning on retiring on yacht money anytime soon. If you're looking for steady, realistic returns, just look at names like Coca-Cola or Walmart. If you actually believe in a growth story, check out NVIDIA, Tesla, or maybe Amazon. For those who have a bit more stomach for moderate risk and some light speculation, there’s always AMD or Intel. Now, if you’re feeling particularly unhinged—if you’re chasing those legendary, once-in-a-lifetime gains and couldn't care less about the risk of total ruin—then you might look toward something like MicroStrategy or Palantir. And if you truly want to embrace pure madness, well, you could always just go all-in on whatever meme stock is trending on Reddit this week, from something like GameStop to the truly bizarre stuff like AMC or those random penny stock surges...

Maria Barnes said:Then why aren't you acting on your own predictions? If Crosby is sitting at 3,461 right now and you expect it to drop to 3,000-3,200, why not sell now and buy back later? The profit—or loss—is too massive to ignore.

The only thing separating you from that cash is a broker commission and nothing else, which is a tiny fraction of the losses you're predicting.

Seriously, give me a straight answer. 🙂

That's a fair point. Honestly, I'm thinking about offloading a larger chunk of my portfolio this Monday and waiting for that 3,200 mark.
I suppose that might be a solid move.
Every single day I think about selling, I try to get in line first, but then I just get pushed aside. And I find myself telling myself, "No, they won't screw me over that badly; by the end of the day, the price will probably still be decent."

Mark, if you were talking about me, I’m still not quite at 100% cash yet.
My goal is to keep about 80% of my capital in liquid cash.
I plan to hold onto the other 20% in positions.
That’s also my answer to Anderson—when I mentioned everything earlier, I was specifically referring to that 80% figure.

P.S. I know I can be a bit confusing sometimes, but that's just how I am...

Maria Barnes said:Then why aren't you acting on your own predictions? If Crosby is sitting at 3,461 right now and you expect it to drop to 3,000-3,200, why not sell now and buy back later? The profit—or loss—is too massive to ignore.

The only thing separating you from that cash is a broker commission and nothing else, which is a tiny fraction of the losses you're predicting.

Seriously, give me a straight answer. 🙂

Just wanted to jump back in here.
The whole thing boils down to the golden rule of trading, which is basically deciding
exactly how much skin you're willing to have in the game when things get dicey.
Like, maybe you cap your risky plays at 10% or 15% of your total bankroll.

Small-time retail investors just can't predict when the big institutional market makers are gonna pull a sudden U-turn.

Charles Stewart69 said:Just wanted to jump back in here.
The whole thing boils down to the golden rule of trading, which is basically deciding
exactly how much skin you're willing to have in the game when things get dicey.
Like, maybe you cap your risky plays at 10% or 15% of your total bankroll.

Small-time retail investors just can't predict when the big institutional market makers are gonna pull a sudden U-turn.

Every book I've ever read says you should never risk more than 2% of your total account on a single trade (pros rarely touch 1%). If you hit a drawdown of 6-8% in a month, walk away. Shut it down. Analyze what went wrong, because clearly, things are spiraling far outside your plan. You also need a mandatory Goldman Sachs set at roughly 3%—or at least a mental one if you can't set a hard limit. A Goldman Sachs would have absolutely prevented that slide from 3461 down toward the 3200-3000 range.

I’m not sure I follow your logic on risking 10-15% of your total capital. For a "golden rule," isn't that way too much?