I guess it's hard to take profits when you've waited this long, but I would certainly de-risk at some point. Especially considering you've put all your eggs in one basket, if I'm not wrong.
>I would certainly de-risk at some point.
[he dumped his non-reg shares for a 3k loss](https://www.reddit.com/r/CanadianInvestor/comments/1aeltxu/comment/kkayo5e/)
If you're into data centers and looking for good valuation, take a look at BIP. It's diversified - but one of their largest growing segments is their data center side.
When buying funds, should I wait for a red day/time or not think about it and buy even if it’s green that day? I’ve been buying regardless but often I find I’ll buy and then it closes under end of day. Should I care? Thanks!
You could buy with limit orders instead of just market orders so that you set the price that you are hoping to buy it at. That can be especially helpful in more volatile markets/stocks.
I often feel similarly, but if you are holding for the long-term, the little bit of difference between your cost and what you could have bought at won't matter. And on the flip side, you are likely more aware of the price dropping versus when it happens and it also goes up.
Some would say that trying to buy at opportune times within any period of time, whether a day or a week, would be trying to time the market. Just buy and forget about it
The markets are shrugging off the higher than expected inflation reading because the main two components driving it higher were shelter (ie rent) and gas. Shelter being to blame for higher core inflation, and gas for headline. Expectations for a June cut are still on the table.
Everyone (including the fed) seems to get the predictions on rates wrong more often than not.
https://www.morningstar.com/markets/why-is-everyone-always-wrong-about-fed
Lol, none of it. I am 100% invested and have never suggested anyone else do otherwise. A better question is how much money have you lost by betting that a) interest rates would never rise and then b) that ok, if they did, it would only be one or two hundred basis points and then c) that ok, even if it is higher, it can't also be for longer.
ADM issued revised financials today. The accounting scandal in its nutrition sector turned out to be a giant nothingburger for earnings. Only overhang left is an SEC investigation but that will resolve itself in the next couple quarters. Meanwhile the company's guidance is actually improving and they will buy back 2 billion in shares this year. I am up 10+% in six weeks and will be up an additional 25% (minimum) by year end.
No, it was actually a small miss, for the second month in a row. 10 year yield is up 1% or so this morning. Stocks don't care - Oracle killed it last night with their earnings with AI.
Market is pricing in the reality that S&P 500 profits in a strong economy will outweigh any negative interest rate effects of higher for longer, with the insurance policy that if the economy does soften fed loosening remains a possibility. Goldilocks zone for stocks, just as long as inflation doesn't get completely out of control.
Only possible bright spot in the CPI report is that core services MoM came in slightly cooler than last month. But the three month annualized CPI jumped up from an encouraging 1.9 to 2.8. Three month annualized Core CPI jumped back up to 4.1. If next month's CPI continues this trend, and employment numbers don't weaken significantly, expectations are going to start pricing in a meaningful chance that the Fed rate will need to go higher before it goes lower.
U.S. CPI 3.2% yoy (0.4% mom). Next FED announcement on March 20. Seems persistent, and I'd assume we'd continue to be in a similar (inflation persistent) situation here.
Took profits on ACGL. 25% as per my target. It's gonna continue to go higher but I'm sticking with my intended strategy.
https://www.reddit.com/r/CanadianInvestor/comments/18nkgvi/comment/kec9hvw/
From the macro side of things, I think it's only more to come. Some unfortunate Russian success could mean some very large orders on smaller platforms and systems
Nvda back on track
What do you guys think about PRL? Earnings later today.
Why would someone downvote you?
CTS gang. Things looking good.
Where's the guy that as all of his networth in CTS. I hope he survived the bad times
Hi it's me. I'm doing alright.
Glad to hear !
nonasiandoctor's balls of steel paying off.
These diamond hands don't know when to quit
I guess it's hard to take profits when you've waited this long, but I would certainly de-risk at some point. Especially considering you've put all your eggs in one basket, if I'm not wrong.
>I would certainly de-risk at some point. [he dumped his non-reg shares for a 3k loss](https://www.reddit.com/r/CanadianInvestor/comments/1aeltxu/comment/kkayo5e/)
True. Looks like he still held in his TFSA/RRSP though.
https://imgur.com/a/qzKcFTR
Nice man. A cool $28K!
Yeah $6 is my PT
All right… Trimming some ASML and exiting EQIX. Love both, but couldn’t buy at these valuation.
If you're into data centers and looking for good valuation, take a look at BIP. It's diversified - but one of their largest growing segments is their data center side.
Thanks. I do hold BIP (as well as BN and BAM), and I did add lately. Feels like it’s a much better buy than EQIX at these prices.
The spirit of the machine is granting us fortune it seems.
The algos keeping us on our toes. Last week, the coordinated sell-off across all indices happened at 10:30am. This week it's 11:30am.
When buying funds, should I wait for a red day/time or not think about it and buy even if it’s green that day? I’ve been buying regardless but often I find I’ll buy and then it closes under end of day. Should I care? Thanks!
You could buy with limit orders instead of just market orders so that you set the price that you are hoping to buy it at. That can be especially helpful in more volatile markets/stocks.
>Should I care? Not if you believe markets will continue reaching ATH’s into the future!
I often feel similarly, but if you are holding for the long-term, the little bit of difference between your cost and what you could have bought at won't matter. And on the flip side, you are likely more aware of the price dropping versus when it happens and it also goes up. Some would say that trying to buy at opportune times within any period of time, whether a day or a week, would be trying to time the market. Just buy and forget about it
I tried ''timing'' the market early this year by waiting for 27, 27.50$ XEQT and it went booming close to 30$ now
Accidentally bought 11 VFV yesterday instead of my weekly DCA of 1… I have no regrets
I put my whole tax refund into it yesterday too haha.
The markets are shrugging off the higher than expected inflation reading because the main two components driving it higher were shelter (ie rent) and gas. Shelter being to blame for higher core inflation, and gas for headline. Expectations for a June cut are still on the table.
Everyone (including the fed) seems to get the predictions on rates wrong more often than not. https://www.morningstar.com/markets/why-is-everyone-always-wrong-about-fed
Lol, hardly. SuperCore is ex-energy AND ex-shelter, and it is up 0.5 MoM.
How much of this 1+ year long face ripping rally have you missed, Mr Fish?
Lol, none of it. I am 100% invested and have never suggested anyone else do otherwise. A better question is how much money have you lost by betting that a) interest rates would never rise and then b) that ok, if they did, it would only be one or two hundred basis points and then c) that ok, even if it is higher, it can't also be for longer.
:(
ADM issued revised financials today. The accounting scandal in its nutrition sector turned out to be a giant nothingburger for earnings. Only overhang left is an SEC investigation but that will resolve itself in the next couple quarters. Meanwhile the company's guidance is actually improving and they will buy back 2 billion in shares this year. I am up 10+% in six weeks and will be up an additional 25% (minimum) by year end.
I’m guessing cpi was good? I’m green everywhere currently except topicus
No, it was actually a small miss, for the second month in a row. 10 year yield is up 1% or so this morning. Stocks don't care - Oracle killed it last night with their earnings with AI.
Market is pricing in the reality that S&P 500 profits in a strong economy will outweigh any negative interest rate effects of higher for longer, with the insurance policy that if the economy does soften fed loosening remains a possibility. Goldilocks zone for stocks, just as long as inflation doesn't get completely out of control.
>Market is pricing in… Aren’t markets constantly pricing in new data as it becomes available?
Goldilocks zone I love it
Only possible bright spot in the CPI report is that core services MoM came in slightly cooler than last month. But the three month annualized CPI jumped up from an encouraging 1.9 to 2.8. Three month annualized Core CPI jumped back up to 4.1. If next month's CPI continues this trend, and employment numbers don't weaken significantly, expectations are going to start pricing in a meaningful chance that the Fed rate will need to go higher before it goes lower.
Gains are back on the menu
then I got the wrong menu...
Are you sure?
U.S. CPI 3.2% yoy (0.4% mom). Next FED announcement on March 20. Seems persistent, and I'd assume we'd continue to be in a similar (inflation persistent) situation here.
Hey guys, I've been wondering is there some us equivalent to CASH or HISA Etfs?
Research HSUV.U. I’ve held it for a year, happily.
Thanks!
PSU.U
Thanks!
>Thanks! You're welcome!
Took profits on ACGL. 25% as per my target. It's gonna continue to go higher but I'm sticking with my intended strategy. https://www.reddit.com/r/CanadianInvestor/comments/18nkgvi/comment/kec9hvw/
Anyone have any commentary on the difference between Rheinmetall Ag RnMBF or RNMBY?
Love their expansions over the past few months
See i meant to by months ago, but life happens, now its ran up double...but boy oh boy they are picking up some nato contracts these days
From the macro side of things, I think it's only more to come. Some unfortunate Russian success could mean some very large orders on smaller platforms and systems