4troglodyte

4troglodyte t1_j2a3zwk wrote

Reply to My failed attempt at getting into trading by Dull_Ad1955

A relatively inexpensive education IF you walk away having learned the lesson. Maybe a mindset of getting rich slowly will get you to your destination. Everybody loses some of their bets…if they say no they are lying🙏🏻🙈

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4troglodyte t1_j29rgbu wrote

Reply to DD - Energy Transfer (ET) by DogDaze100

I am Long ET with dca of $11.40 and hold time until 2025. I staked out positions in AMT AWK EMN, all at or near 52 week lows, for dividend plays to support my core AAPL position to ride out 2023. I hope to add LNG if their price falls within my target in 2023 as well. Good trading🙏🏻

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4troglodyte t1_j27dzj2 wrote

Reply to comment by SunriseSurprise in Progressive: The Valuation Enigma by 2ndSifter

Each State has an Insurance Commissioner and each Insurance Company Admitted to their State MUST make rate filings that are either approved or denied by the Insurance Commissioner. For example, in California the Insurance Commissioner is not approving rate increases filed by Insurance Carriers seeing adjustment for inflation impacts on auto repair parts/labor, replacement vehicle costs for totaled vehicles, supply chain delays in repair that increase rental car expenses, and other factors. Insurance company’s are not altruistic and if a profit isn’t possible in a market, let’s say Florida or California, they will exit that marketplace. To say there is “some risk” for Progressive and others being hamstrung by Departments of Insurance is a gross understatement.

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4troglodyte t1_j26u3wx wrote

Reply to comment by Jazman1985 in Is Amazon stock still overvalued? by Investor-Wheezy

My premiss is that AWS is not adequately valued in the stock price at these levels, leaving the other moving parts out of the near term calculus, AMZN could revisit $160-$170 by 2025 potentially if AWS over performs. Bon chance with your trades in 2023🙏🏻

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4troglodyte t1_j24r0a8 wrote

Reply to comment by 0x11C3P in Amazon lost half its value this year as tech stocks got crushed and recession fears grew by predictany007

I appreciate your DD and thoughts about the trajectory of the stock. I entered into my first position beginning last Thursday and Friday. I added another 100 shares yesterday and hoped to add another 100 shares today but it has lifted back off this morning. I want to hold a small 700 share position (600 now) and stay long for 24 months barring black swan. I concede AWS penetration has slowed but don’t believe it is adequately valued in overall stock price. I stand by recovery to $170 by first quarter of 2025. Thanks for taking a minute to help me understand your premiss🙏🏻

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4troglodyte t1_j1zmpyr wrote

Reply to $V VS $MA VS $AAPL.... are $V and $MA in danger? by stock_122

I have the Apple Card which is issued through Goldman Sachs and the security protections are epic! I haven’t used another card since. Whether Apple Pay or touch less tap it works everywhere and cash bank is virtually instantaneous! YES, APPLE card is going to eat quickly into their market share.

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4troglodyte t1_j1rvcau wrote

Reply to comment by samharristicket in $AAPL fell below the 1 Week support trendline. Is it time to look at longer-dated puts? by Linkedkin

I respect all opinions…having said that, yes, $53.20 was the low I believe for 2020 and it tore up a lot of road from there even after the 27% takedown in 2022. I would argue that supply chain constraints and Foxconn debacle are impacting AAPL today, but I don’t invest for today. Since I can’t see around the corner I have chosen to keep AAPL at the core (it was too easy) of my portfolio over GOOG META TSLA SNAP. If the stock dips to your threshold I will add. What is fair value to you looking at their Balance Sheet? Thanks

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4troglodyte t1_iyfbt0m wrote

Reply to GOOGL long calls Yolo. Think company is undervalued with less than a 20 PE. Stock had a big drawback, but earnings are still strong. by regardedtrader

Suggest you revisit APPL ATT privacy changes that hit GOOG META and SNAP. Respectfully, I don’t believe any of them have near term solutions to fill that revenue hole created by Apple. If it looks cheap here then you will love it 15% down after Santa is gone. Good luck🙏🏻

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