MARKETS,Anybody even yet?

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olds442jetaway
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Re: MARKETS,Anybody even yet?

Post by olds442jetaway »

Buffett now sitting on nearly 400B in cash. No buybacks this time. I just added another share. 474. Both AGI and WDOFF are ticking up a bit

dinghy
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Post by dinghy »

olds442jetaway wrote:
Mon Nov 03, 2025 7:25 am
Both AGI and WDOFF are ticking up a bit
Miners are drunk on volatility today.

NGD New Gold is being acquired by CDE for $8.50 per share, payable in stock only. Overnight, NGD ran up to nearly $8.50, but then CDE crashed 10% -- taking NGD down alongside.

I'm not thrilled. I own a lot of NGD, and none of CDE (except indirectly through GDX or GDXJ). It looks like a cheap pickup for CDE.

wildman49
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Post by wildman49 »

This market in trouble, NFLX stock split coming is crashing -27 as I type, stocks with great 3 year charts selling hard like TMUS and others. GOLD/SILVER not holding up still see a sell off the rest the year. I'm moving into oil sector slowly plus adding short ETFs in SPXU right now. In XOM as well.

NFLX -35 getting crushed.

dinghy
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Post by dinghy »

wildman49 wrote:
Mon Nov 03, 2025 8:24 am
still see a sell off the rest the year. I'm moving into oil sector slowly
Possible, but the calendar is bullish, and I expect Dictator for Life will fight hard against any sustained decline.

I'm just ready for some of my shopping list stocks to go down, even if the MAG7 does not.

I'm also prepared to accumulate TLT on weakness. I want 88.50 or lower (currently 89.50).

I need my oil stocks cheaper to add more. Top holdings: EC, PARXF, BORR, GPRK & BTE. At the moment, I'd prefer to buy chemicals which I think should move in the same direction.

tech58
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Post by tech58 »

wildman49 wrote:
Mon Nov 03, 2025 8:24 am
This market in trouble, NFLX stock split coming is crashing -27 as I type, stocks with great 3 year charts selling hard like TMUS and others. GOLD/SILVER not holding up still see a sell off the rest the year. I'm moving into oil sector slowly plus adding short ETFs in SPXU right now. In XOM as well.

NFLX -35 getting crushed.
Fear not for Gold/Silver. The Wholesale Investors (who DO have a Breach button on their computers) got the drop they wanted.
They now have hit their Pump the Retail Investors button. :D
Just having fun guys. My CAT is a double and am feeling giddy. :up:
Best of returns. I am in WDOFF in small way.

dinghy
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Post by dinghy »

dinghy wrote:
Mon Nov 03, 2025 8:52 am
I need my oil stocks cheaper to add more. Top holdings: EC, PARXF, BORR, GPRK & BTE.
I didn't even see this (from last week) :geek:. Parex is attempting a hostile buyout of GeoPark. Parex has already accumulated a 12% position on the open market.

I'll bet it was big news in Colombia :!:. Looking back, PARXF dropped on the announcement but has recovered. GPRK surged, and has held the gains. Trading near 8, it's not fully confident of a deal at the proposed $9 price.

wildman49
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Post by wildman49 »

Palantir CEO crying on CNBC about short sellers in the stock.
PE Ratio 479.88

Forward PE 229.05

Looks like a 50-60 stock not 200 guy is a nut

olds442jetaway
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Post by olds442jetaway »

Ditto!!!!! If he loses the bug Govt contracts, he’s done.

dinghy
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Post by dinghy »

This feels like a bad decision, but I'm buying CDE. Initiated yesterday below 15, adding now near 14.50.

52-week range is 4.58 to 23.61, with the high achieved less than three weeks ago.

The NGD acquisition at a reasonable price seems like a dumb reason for a selloff.

Still time on the calendar to snag a tax loss if it continues to crash.

dinghy
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Post by dinghy »

I missed two opportunities in the opening melee. DKNG traded below 29, and PAAS approached 33 (from the wrong direction).

PAAS is a lottery ticket because of its stranded assets (Escobal in Guatemala, and Navidad in Argentina), but the company's other operations pay you to wait.

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