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Topic: In other news ...

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MrNubbz

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Re: In other news ...
« Reply #5754 on: May 11, 2021, 07:43:07 AM »
  
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Cincydawg

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Re: In other news ...
« Reply #5755 on: May 11, 2021, 01:05:10 PM »
Images: 33-story luxury tower breaks ground in Midtown | Urbanize Atlanta

Another project just started near us, more apts.  I noticed that today when we were out, site prep and demo.
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Brutus Buckeye

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Re: In other news ...
« Reply #5756 on: May 11, 2021, 01:15:42 PM »
Whatever floats your boat, I suppose. 
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Cincydawg

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Re: In other news ...
« Reply #5757 on: May 11, 2021, 01:20:42 PM »
I saw a photo of a nice boat today with the name "Unsinkable II".
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FearlessF

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Re: In other news ...
« Reply #5758 on: May 11, 2021, 01:25:56 PM »
nice
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"Courage; Generosity; Fairness; Honor; In these are the true awards of manly sport."

OrangeAfroMan

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Re: In other news ...
« Reply #5759 on: May 11, 2021, 01:40:07 PM »
That reminds me: how did the movie "Final Destination" have sequels?
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longhorn320

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Re: In other news ...
« Reply #5760 on: May 11, 2021, 01:52:00 PM »
Quote from: Cincydawg on May 11, 2021, 01:20:42 PM
I saw a photo of a nice boat today with the name "Unsinkable II".
wonder where Unsinkable I is
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Cincydawg

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Re: In other news ...
« Reply #5761 on: May 11, 2021, 02:18:19 PM »
I have been shifting my stocks into raw materials over the past few months, with some success.  FCX has done well and NANR is an ETF on raw materials in NA.

Shifting away from tech some.
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FearlessF

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Re: In other news ...
« Reply #5762 on: May 11, 2021, 02:42:24 PM »
Quote from: longhorn320 on May 11, 2021, 01:52:00 PM
wonder where Unsinkable I is
I don't
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"Courage; Generosity; Fairness; Honor; In these are the true awards of manly sport."

betarhoalphadelta

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Re: In other news ...
« Reply #5763 on: May 11, 2021, 03:09:13 PM »
Quote from: Cincydawg on May 11, 2021, 01:20:42 PM
I saw a photo of a nice boat today with the name "Unsinkable II".
My favorite of all time was a sailboat: Breaking Wind

Locally we've got a lot of Duffy electric boats both on Lake Mission Viejo and that tool around in Newport Harbor. Being an electrical engineer, I dig some of the good names I see on some of those. But most aren't funny to non-EEs.
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utee94

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Re: In other news ...
« Reply #5764 on: May 11, 2021, 03:14:37 PM »
Quote from: Cincydawg on May 11, 2021, 02:18:19 PM
I have been shifting my stocks into raw materials over the past few months, with some success.  FCX has done well and NANR is an ETF on raw materials in NA.

Shifting away from tech some.

Tech is gonna be super strong for all of 2022 I'd say.
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betarhoalphadelta

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Re: In other news ...
« Reply #5765 on: May 11, 2021, 03:15:41 PM »
Quote from: Cincydawg on May 11, 2021, 02:18:19 PM
I have been shifting my stocks into raw materials over the past few months, with some success.  FCX has done well and NANR is an ETF on raw materials in NA.

Shifting away from tech some.
Tech is interesting... There are shortages everywhere, particularly semiconductors, but quite a few other areas too--including a lot of things requiring those chips.

That creates a dynamic where profits can be very high on your sales--if you can build enough to actually be able to sell anything. Tons of opportunity for the companies that can manage their supply chain, inventories, production, and sales correctly. But it sure ain't easy.

A more adept investor than I could probably find the gold in them thar hills... 
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utee94

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Re: In other news ...
« Reply #5766 on: May 11, 2021, 03:17:46 PM »
Quote from: betarhoalphadelta on May 11, 2021, 03:15:41 PM
Tech is interesting... There are shortages everywhere, particularly semiconductors, but quite a few other areas too--including a lot of things requiring those chips.

That creates a dynamic where profits can be very high on your sales--if you can build enough to actually be able to sell anything. Tons of opportunity for the companies that can manage their supply chain, inventories, production, and sales correctly. But it sure ain't easy.

A more adept investor than I could probably find the gold in them thar hills...
Definitely true in the short term.  And in the long term, as the supply chains free up, then production will ramp.  Prices should fall but so will material costs, so I think Tech should be sitting pretty for the next 1.5 years or so.

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betarhoalphadelta

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Re: In other news ...
« Reply #5767 on: May 11, 2021, 03:31:02 PM »
Quote from: utee94 on May 11, 2021, 03:17:46 PM
Definitely true in the short term.  And in the long term, as the supply chains free up, then production will ramp.  Prices should fall but so will material costs, so I think Tech should be sitting pretty for the next 1.5 years or so.
Agreed, but I do think there's a lot to unpack when you say "tech". Some companies are going to execute better than others in this environment.

Net consumers of hardware will be in a much worse position than net producers of hardware...


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