u/burner456987123

It’s probably the third biggest position in my portfolio. Thinking of adding.

I already have a very small position (8 shares) in ANET and it’s done OK. it is “overvalued” on a PE level for many, but so are the majority of “AI” play stocks.

Conversely, Vistra is an AI energy play and I don’t hold anything in that sector. I do own the XLE and have some OXY shares as well.

While I know this is not financial advice: would you throw the $4k into expanding the ANET position? Or open one up in VST?

Trading near 52 week highs but still “cheap” given that “valuations don’t matter” on many AI-related companies. Anyone buying this to trade or hold long? I own about 50 shares nothing big.

Curious if anyone is familiar with this, or a project that’s trying to be pushed through in Dresden as well:

https://www.mychamplainvalley.com/video/dresden-ny-residents-worried-about-battery-storage-site/11769154/

It looks tempting to me. Trades at 23x forward PE. 50 day moving average is a bit over $35. 200 day moving average is $43.08.

RSI in the mid 40’s.

.86% dividend (hey it’s something).

Personally I don’t hold this yet, but it’s tempting as decent-looking non-tech stock. What do you think?

Both Sony and Nintendo are trading near their 52 week lows. They have solid products: Sony has their cameras, game systems, electronics, and god knows what else.

Nintendo has the switch 2, which certainly isn’t a cheap product but the platform has been a solid performer for years. They obviously have a ton of IP. I’m not a gamer these days but they must have another system in the pipeline.

Any of you hold either of these? I picked up some NTDOY today with earnings coming soon. Thinking of doing the same with SONY.

Disclosure: I hold 408 shares of NTDOY. No SONY at the time of this post.

If it’s anything like past Parro’s buys, their LEO trades are in good condition. I got a Glock 27 from them and it came with the box and either 2 or 3 mags. Unsure on this one.

Seems like it may be an opportunity here. Amazon can’t handle everything.

In the US, HUD is telling realtors it is now OK to discuss school data and crime stats when advising clients.

If you’re a realtor, do you plan to act on this?

Currently trading around $12.50/share USD. This trails the 200 day moving average of $14.28 and slightly below the 50 day of $12.93. Forward PE is 18.85. 52 week high share price is $16.74.

The yield is near 10%, with an earnings report later this week.

Anyone hold Telus? One of Canada’s largest mobile carriers. Very nice dividend yield (maybe too high).

I’m thinking of buying some.

Seems like it’s holding around $270 in the early market. Curious how it’s gonna hold up after this evenings report.

I’m inclined to go with AMZN. Seems like they’re going to have a good report. However some stocks still get crushed after great quarters (see NVDA after the last call).