Is the Mag 7 Bottoming? Tom Lee Explains
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Top Comments (10)
While everyone’s looking for whos to blame for the dump, im just glad that part of my funds were in mevolaxy. At least somewhere theres stability.
Thank you Tom for pumping the stock market since covid.
Looking for value in out of favor sectors has worked well for me. I bought 6 shipping companies in Oct ‘24 when the Fed started cutting rates. The Baltic Dry Index immediately tanked (still don’t know why), dragging the stocks down 40-50%. BDI recovered, the stocks are now up at least 20%. Nordic American is doing best, up 40%. I chose 6 of the best shipping companies I could find, a mix of oil tankers, containers , and dry bulk, because there’s no way I could find the absolute best one.
No one knows anything. Simple rule buy good companies at low prices. Microsoft is low but can be lower. Buy little now and buy more if it drops more. Simple
Wow 🤩 thanks for amazing finance advice, my leader has told me…. JOKE in not a bot 😂😂
RSPD looks interesting, since we’re in the middle of an easing cycle these names should do well. The caveat is that this is a long drawn out easing cycle. Deckers and Cava, which I own, have bounced off the bottom. (I’m up 18% on Deckers but down about 25% on Cava). I’m up about 20% on Target and break even on Nike. These are turnarounds so they’re a little different.
I bought Amgen, Merck, Bristol Myers, and Pfizer 12-18 months ago (during the AI hype) when the yields were at least 4%. I figured that R&D at each of those firms would eventually pay off. Merck is doing best, about 30% in one year. If someone looked at the things I bought over the past year they would have told me I didn’t know what I was doing. Consumer Staples and Healthcare often do well over the dummer. They could continue to do well into August. One thing that’s similar with pharmaceutical and semiconductor companies is that analysts quickly switch their opinions on growth opportunities for their current product lines. Sentiment can quickly change.
Last year was a good time to buy the oil services sector when it was out of favor. I bought Noble Corporate last year at $28 when the yield was almost 7%. I’ll sell if it hits $50, which is near its all time high.
I think the home builders are in a good spot right now, similar to RSPD. Interest rate easing is in their favor. I bought ITB a few months ago around $105. I don’t mind being early and waiting. There wasn’t a technical signal that triggered the buy, in the same way there wasn’t a technical signal that caused me to buy pharma and shipping companies. The stocks were off their highs and had good fundamentals.
Gotta love total Perma Bull he'll be right most of time, things do drift up and to the right ... its interesting how often media has him on, super nice guy, but its always the same, up, up, up, on, on and on
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Top Comments (10)
While everyone’s looking for whos to blame for the dump, im just glad that part of my funds were in mevolaxy. At least somewhere theres stability.
Thank you Tom for pumping the stock market since covid.
Looking for value in out of favor sectors has worked well for me. I bought 6 shipping companies in Oct ‘24 when the Fed started cutting rates. The Baltic Dry Index immediately tanked (still don’t know why), dragging the stocks down 40-50%. BDI recovered, the stocks are now up at least 20%. Nordic American is doing best, up 40%. I chose 6 of the best shipping companies I could find, a mix of oil tankers, containers , and dry bulk, because there’s no way I could find the absolute best one.
No one knows anything. Simple rule buy good companies at low prices. Microsoft is low but can be lower. Buy little now and buy more if it drops more. Simple
Wow 🤩 thanks for amazing finance advice, my leader has told me…. JOKE in not a bot 😂😂
RSPD looks interesting, since we’re in the middle of an easing cycle these names should do well. The caveat is that this is a long drawn out easing cycle. Deckers and Cava, which I own, have bounced off the bottom. (I’m up 18% on Deckers but down about 25% on Cava). I’m up about 20% on Target and break even on Nike. These are turnarounds so they’re a little different.
I bought Amgen, Merck, Bristol Myers, and Pfizer 12-18 months ago (during the AI hype) when the yields were at least 4%. I figured that R&D at each of those firms would eventually pay off. Merck is doing best, about 30% in one year. If someone looked at the things I bought over the past year they would have told me I didn’t know what I was doing. Consumer Staples and Healthcare often do well over the dummer. They could continue to do well into August. One thing that’s similar with pharmaceutical and semiconductor companies is that analysts quickly switch their opinions on growth opportunities for their current product lines. Sentiment can quickly change.
Last year was a good time to buy the oil services sector when it was out of favor. I bought Noble Corporate last year at $28 when the yield was almost 7%. I’ll sell if it hits $50, which is near its all time high.
I think the home builders are in a good spot right now, similar to RSPD. Interest rate easing is in their favor. I bought ITB a few months ago around $105. I don’t mind being early and waiting. There wasn’t a technical signal that triggered the buy, in the same way there wasn’t a technical signal that caused me to buy pharma and shipping companies. The stocks were off their highs and had good fundamentals.
Gotta love total Perma Bull he'll be right most of time, things do drift up and to the right ... its interesting how often media has him on, super nice guy, but its always the same, up, up, up, on, on and on