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lj: SMCI
Holding but not adding shares. Too high-priced.
r59: Homebuilders
I am playing this with BLDR. Should have held onto my LEN purchased 2 years ago.
p_s_h Gmen nailed it: "grasping at straws"!
Gmenfan: What really got my rearend was the meme posted by al44, I believe, showing the guy who got 2 years in the can in the U.K. for having a bumper sticker that read "stop illegal jmmigration". The only thing preventing that kind of tyrannical thing from happening in this country is our Constitution. That is why the Marxists have a bullseye on it.
The LGBQT crowd has outdone itself in stupidity with this one!
https://www.yahoo.com/news/j-d-vance-doesn-t-182559761.html
al44: Unconstitutional as hell.
lj: In J. D. Vance's speech at the Convention, he itemized things affected by inflation--food, medical costs, etc. He forgot insurance costs. I get homeowner's through a broker, and they sent out a letter recently saying that our current company might not be the best choice.
My rates were raised 10 percent for the current year.
al44: One more thing. Judge Cannon has guts. She is not afraid of lunatics picketing her house. Remember, TDS is an UNCURABLE mental illness.
al44: Good stuff. EOM
lj: BLDR down today about 6 points or so after a nice run for about a week.
Makes me think the noise is now that there WON'T be a rate cut. Could be profit-taking, but it was a big drop.
More proof our society is in deep decay:
https://www.yahoo.com/autos/ohio-weatherman-accused-beating-eldering-123000150.html
lj: Neither Israel NOR Hamas care about collateral damage. If Hamas is hiding among civilians, Israel is going to take them out regardless of civilian losses. JMO.
Who funds Hamas? Iran, of course. Who indirectly has funded Iran? The Biden Administration, of course. Blame Joe Biden and Barack Obama. Don't blame Netanyahu. Israel's problems are existential. So is Joe Biden's, given his ratings!
That being said, the Palestinians plight is very tragic. They don't deserve this. But Hamas is a cancer that has to be eliminated.
lj: TZA
The talking heads on CNBC are saying small caps are rocking in anticipation rate cuts.
The thinking is the companies can borrow at lower rates. Well, they should have borrowed until the cows came home when rates were next to nothing. Money was free.
Exactly how much would a 1/2 percent drop add to the average companies bottom line.
Not a helluva lot, imo.
It all a pile of manure, but what do I know.
Is everyone at the RNC convention? The All-Star Game?
lj: I am watching CMG. It did a big split not too long ago. Just starting to watch it.
lj: I have been getting TEMU pop-ups for at least a year or more. Looks like junk. You are buying directly from China. Great for American businesses.
Vance is a former Trump hater. I do not know that I trust him. Remember, he got his law degree from Yale.
al44: They would think I was crazy if I told them those things. Remember, there is no cure for Trump Derangement Syndrome!
LJ: pop-up-ads
I was playing Microsoft solitaire last month and accidentally clicked on a pop-up ad for a fantasy baseball offer. They billed my credit card $36. It cost $36 a month!. Took 20 minutes of my life to straighten it out today. That should be illegal. There was no box to confirm that I intended to purchase it. One accidental click and boom, I was enrolled.
lj: BOIL
If you hold it into college football season, U might make some decent money, unless you sell covered calls and it is sold.
lj: Glad to here that Freeport is back in business. They close due to Beryl, and LNG price drops. Makes perfect sense in a manipulated market.
lj: Cramer really likes ANET (Arista Networks). The stock ain't cheap, the PE is nothing to write home about, and, there is no dividend.
But I guess in the minds of the irrationally exuberant crowd, AI networking is a great place to invest.
They have a ton of cash with low debt. They won't need to raise money as they expand, as SMCI's CEO indicates his company will have to do.
ANET did a 4 for 1 split in 2021. The share count is in the 250M range, so I think another forward split could be in the cards at some point, maybe 2 for 1.
lj: Well, when I saw Black Boots this morning, he turned and stood there staring at something.
Your thought on MSTR occurred to me.
lj: MSTR and VTLE
Had a big move today. VTLE was up the last time I looked.
OT: Foxes like eggs.
Heard this on Jeopardy! last week. The Welsh name Blevin comes from the Welsh language and means fox, or thief. Black Boots is a thief, that is for sure.
SkeBallLarry: I hope the S.C. denies the writ for certiorari. Would that ever fix the evildoers who are behind this crap. Total case of Marxism: project your wrongdoings onto the enemy, usually the middle class. Biden shenanigans with his documents, which he took as VP, not as President with Executive Privilege, should have landed him in the Federal Penitentiary.
Sharing classified material with his ghost writer biographer, or whatevever he was, is a treasonable offense. But the Justice Department decided he was too pathetic to prosecute.
Too incompetent to prosecute, but he can stay in his job as custodian of nuclear codes.\
There are a LOT of people in the Biden regime who should be in the Federal pen with him.
But nothing will ever happen to them.
Rep. Kinzinger has to be a Democrat disguised as a Republican. Calling him a RHINO would be an upgrade.
A plant? He is going after J.D. Vance. If it is like that Vance would be the VP pick, no loyal Republican would make this statement: https://www.yahoo.com/news/kinzinger-says-jd-vance-response-204240668.html
VP choice is going to be J.D. Vance. Government vehicles were seen outside of his home. The Daily Mail is always on the case! But then again, were they FBI agents searching his house? U never know under the Biden regime.
Gmenfan: Was that Babylon Bee?
SkeBallLarry: Because Judge Cannon dismissed it on Constitutional grounds, Jack Smith
can appeal the decision directly to the Supreme Court.
Gmenfan: Does it matter? It has incredibly low viewership, and is for people whose IQ's are below 80.
lj: OT
For flowers, I plant specimens that are drought resistant--vinca (a/k/a periwinkle), a plant that volunteers every year like crazy that has white flowers under the leaves on the stem, dusty miller (a/k/a silver dust), marigolds, and a perennial called Japanese anemone.
My tomato plants are growing--slowly.
Forecast for today and tomorrow is about 100 degrees, and there was too much humidity out there for my liking. Lots of weeds on the edges of the lawn, but I cannot spray them until there is good rain. They go dormant under droughty conditions, and spraying them would be a waste of weed killer.
Even the neighborhood fox, "Black Boots" (his legs are black three-quarters of the way up), is hunting at night. (I saw him returning to his lair at about 6:45 am.) Usually, he comes out at about 5:00 p.m., urinates on people's lawns, then kills birds and squirrels that don't expect a fox until after dark. He is clever. He steals stuffed animals and brings them to my back yard.
Canadian snips thinks the punk had help. Did Lee Harvey Oswald have help? We have seen this movie before--in 1963.
https://www.dailymail.co.uk/news/article-13634219/Veteran-longest-confirmed-sniper-kill-Trump-assassination-attempt.html
al44: By the way, Brett Baier, who, imo, is a Murdoch puppet, had Goldman on his show on Fox News last week.
valuemind: SMCI
What I like about this stock is the float--about 50M. A 10:1 stock split at some point would not surprise me.
al44: Schumer is a nasty POS. Remember what he said about Kavanaugh--something to the effect that "we are coming for you". He is evil. End of discussion.
lj: I believe an attendee was killed. Also, when the Secret Service surrounded Trump to move him off stage, there was a short female agent in front of him, and her height left his head exposed.
NYBOB: Good job!
Another multiple murder by a transitioning, mentally ill teen.
Remember, many, if not most, of the mass murderers in recent years were transitioning teens.
The Daily Mail is clever. They show several pictures of the girl. The underlying message is that she did not look masculine. Another case of brainwashing in school?
https://www.dailymail.co.uk/news/article-13630979/Florida-teen-shot-mom-boyfriend-dead-transgender.html
lj: U buy WBA, which I own, unfortunately, and I'll buy SMCI. Sound like a plan?
U know my fantasy about SMCI becoming the next CMG, of course!
The oppressive heat from the West will arrive here tomorrow for three days.
Hope it doesn't dip down where U are.
Big goings on up in Milwaukee next week. Still rooting for Vivek, but know it won't happen.
Still waiting for Old White Joe to resign from the race this weekend.
Take care down in Dixie.