2025 stock favorites

[bkk6060]

The Mag 7 have made me a lot of money the past 2 years.  I will stay with them and try to pay more attention to "momentum" stocks.  Palantir comes to mind crazy P/E but keeps going up they have some good contracts.  Broadcom is another one I can see it doubling. Anyway,  I usually stick with the big names real companies that make money.  Anyone have any favorites for this year?

[jas007]

4 hours ago, bkk6060 said:

The Mag 7 have made me a lot of money the past 2 years.  I will stay with them and try to pay more attention to "momentum" stocks.  Palantir comes to mind crazy P/E but keeps going up they have some good contracts.  Broadcom is another one I can see it doubling. Anyway,  I usually stick with the big names real companies that make money.  Anyone have any favorites for this year?

I'd also be interested.

 

Does anyone have any "genius" stock picks for 2025?  For the first half of 2024, I was only up about 38% YTD. Not bad by traditional standards, but I can do better if I pay attention.  

 

Anyway, during the second half of the year, some of my tech stocks went crazy and at the end of the year I was up 249% for the year, even after I sold off some of the Palantir that I thought was already overextended. Big mistake. I now have a tax bill and I missed out on some nice gains. 

 

At this point, I'm going to hold on to what I have, but I have extra money every month that I need to put somewhere., and it won't be in cash.  

 

 

 

 

[KhunHeineken]

Wars raging all around the world, and Mr. Drill Baby Drill soon to take power.  Pretty obvious, isn't it? 

[G_Money]

2 hours ago, jas007 said:

I'd also be interested.

 

Does anyone have any "genius" stock picks for 2025?  For the first half of 2024, I was only up about 38% YTD. Not bad by traditional standards, but I can do better if I pay attention.  

 

Anyway, during the second half of the year, some of my tech stocks went crazy and at the end of the year I was up 249% for the year, even after I sold off some of the Palantir that I thought was already overextended. Big mistake. I now have a tax bill and I missed out on some nice gains. 

 

At this point, I'm going to hold on to what I have, but I have extra money every month that I need to put somewhere., and it won't be in cash.  

 

 

 

 

You should have no problem getting an accurate answer on the forum.

 

More “geniuses” here than anywhere in the world.

 

If you’re not sure who I’ll be happy to recommend a few based on their posts that only a genius is capable of.

 

[G_Money]

6 hours ago, bkk6060 said:

The Mag 7 have made me a lot of money the past 2 years.  I will stay with them and try to pay more attention to "momentum" stocks.  Palantir comes to mind crazy P/E but keeps going up they have some good contracts.  Broadcom is another one I can see it doubling. Anyway,  I usually stick with the big names real companies that make money.  Anyone have any favorites for this year?

“The Mag 7 have made me a lot of money the past 2 years.”

 

Curious about the 2 years before that.  

[jas007]

3 minutes ago, G_Money said:

“The Mag 7 have made me a lot of money the past 2 years.”

 

Curious about the 2 years before that.  

Have you ever pondered the returns of the Mag 7 over the lifetime of those stocks?  Some people have a time horizon longer than four years. The gains are astronomical.

 

I've had some of them since the inception.  Not all, but some. Apple, Microsoft, and Tesla.  And every time I sold a little bit, it was a mistake. I used to trade Tesla, for the most part, but decided to buy a bigger chunk for the long term late in the game.  Still, I'm up big time and may well buy more this morning. I can't lose, unless planet earth is destroyed, in which case it won't matter. 

[jas007]

32 minutes ago, G_Money said:

You should have no problem getting an accurate answer on the forum.

 

More “geniuses” here than anywhere in the world.

 

If you’re not sure who I’ll be happy to recommend a few based on their posts that only a genius is capable of.

 

Just because I'm asking for suggestions doesn't mean I'm going to take that advice.  It's just another angle.  I'd be interested in seeing what other people are thinking.  You never know.  I was buying thousands of shares of Palantir in the $6 - $10 range, but if I told anyone, they would have labeled me as "crazy." 

[KhunHeineken]

39 minutes ago, G_Money said:

You should have no problem getting an accurate answer on the forum.

 

More “geniuses” here than anywhere in the world.

And they are all smart enough to know that "my girl is different." It's pure genius.   

[G_Money]

21 minutes ago, jas007 said:

Just because I'm asking for suggestions doesn't mean I'm going to take that advice.  It's just another angle.  I'd be interested in seeing what other people are thinking.  You never know.  I was buying thousands of shares of Palantir in the $6 - $10 range, but if I told anyone, they would have labeled me as "crazy." 

I also own the ones you have.  Not individually but the entire market.  I much prefer that concept.

 

Vanguard Total Stock Market (Index).

 

If you’re asking forum members for stock advice why not just use Forbes dart board method.

 

 

 

[jas007]

There's your answer. "The monkeys have done a much better job..."

 

In other words, why not ask for advice here?  I'll listen to anything. You never know. The people who don't know too much:: Wall Street Analysts. 

[jas007]

Update: I took advantage of the morning panic and bought some TESLA for $387.15.  We'll see. I'm sure I'll be OK long term. 

[KhunLA]

Unless you are inside trading, then land & RE are never losers 

[G_Money]

12 minutes ago, KhunLA said:

Unless you are inside trading, then land & RE are never losers 

RE normally is a good investment.  Location dependent/market conditions.  Provides shelter.

 

A well diversified stock portfolio long term can also be good investment.  Note long term.

 

Bonus is my portfolio doesn’t require new paint, furniture, new air conditioners, roof, water heaters or property taxes or the possibility of problem tenants.

 

Downside is I can’t eat or sleep in my portfolio.

[KhunLA]

12 minutes ago, G_Money said:

RE normally is a good investment.  Location dependent/market conditions.  Provides shelter.

 

A well diversified stock portfolio long term can also be good investment.  Note long term.

 

Bonus is my portfolio doesn’t require new paint, furniture, new air conditioners, roof, water heaters or property taxes or the possibility of problem tenants.

 

Downside is I can’t eat or sleep in my portfolio.

I only do land investing now, in TH.  Plus ... no taxes, or very minimal.  Beats 37% capital gains, or simply high tax bracket,  back in the ol' USA.

 

Same back there, few to no taxes on RE.  Of course I rarely reported any income.  Been out of the market for years.  Liquidated about 15 yrs ago, after the last 2 popped.

 

70  now, so any future land purchases are for the wife.

[jas007]

5 hours ago, KhunLA said:

Unless you are inside trading, then land & RE are never losers 

They may "never"  be losers, but depending on the location and other factors, they can both stagnate or even drop in value for years. I'm sure you've seen that.  Of course, stocks can do that too, but they sure are easier to dump at a moment's notice.

 

I'm 73, and unless I somehow decide to return to the USA, I don't need a place there to live.  I've thought about it, but spending even a few minutes looking at home prices there cures me of that idea. Property taxes can also be a big factor, as can homeowner's insurance.  And any house will require maintenance. I'ver been there and done that. I could do it again, but for what reason?  

 

So, unless there's a massive real estate crash and I see some real opportunities, I'm probably out of that country for the duration.  

 

 

[CygnusX1]

My bro-in-law’s a full time share trader. I’ve bought into 8 of his red hot tips over the last few years. 3 have gone broke, 3 have dropped by 70% or more and 2 have done well. Luckily, gains on those 2 have far outweighed the losses on the other 6. I’ll be sticking to dividend paying blue chips from now on though, too old for all the stress.

[Digitalbanana]

22 hours ago, bkk6060 said:

another one I can see it doubling

Rule number one in trading is no one can predict the future.

[jas007]

38 minutes ago, CygnusX1 said:

My bro-in-law’s a full time share trader. I’ve bought into 8 of his red hot tips over the last few years. 3 have gone broke, 3 have dropped by 70% or more and 2 have done well. Luckily, gains on those 2 have far outweighed the losses on the other 6. I’ll be sticking to dividend paying blue chips from now on though, too old for all the stress.

Usually, traders are just looking for volatility and don't often have a long term time horizon.   For example, when I was trading a few years back I might buy a stock and then sell it 30 seconds later.  Sometimes I'd wait a few minutes.  After a while, you get to know how particular stocks trade.  Best times of day, etc.  It's easy money if you can control your greed and follow your own rules.  I could start at 9:30 AM Eastern Time and be done for the day an hour or so later.  By 11AM I was done for sure.  

 

I finally decided I didn't like all the aggravation and there was really no need for it.  I could continue to do just fine by picking the right stocks for a buy and hold approach. Spend my time doing other things. 

 

Anyway, as for your brother in law's "red hot stock tips," it's not unusual to see a mixed bag of results like that, especially for small, volatile stocks.  That's sort of how Venture capital firms operate.  The buy into small startups.  Many will fail, but the ones that succeed can succeed beyond your wildest dreams.  

[CygnusX1]

My bro-in-law’s a mix of short and relatively long term. He has previously made the mistake of trying to catch a falling knife, in continuing to buy into a falling stock - “‘it’s even better value now!” The 2 big wins were in well established, dividend paying companies. 5 of the 6 losses were small startups or near startups.

[jas007]

48 minutes ago, CygnusX1 said:

My bro-in-law’s a mix of short and relatively long term. He has previously made the mistake of trying to catch a falling knife, in continuing to buy into a falling stock - “‘it’s even better value now!” The 2 big wins were in well established, dividend paying companies. 5 of the 6 losses were small startups or near startups.

I've recently invested in a couple of those "falling knife" situations, except the knife has already fallen.  Not a lot of money, though.  For example, I bought 1000 shares of an electric battery company. QS.  It's trading around $5.50 or so.  It has been bouncing around that level for the last year or so.  Anyway, they have innovative technology that could be licensed.  Cutting edge stuff and an improvement over what's out there now. Maybe I'll get a little lucky.  If not, oh well...  I might have to take a loss. 

[kimothai]

I'm a bit old fashioned and consider myself as an investor and not a trader.  I keep a 70/30 portfolio of ETF's (which would be considered aggressive for my age) but also have a modest collection of stocks which include most of the mag 7.  Whenever I buy into a new position, I always look for undervalued stocks and wait for them to (hopefully) grow.  Last summer I ventured into Chart (GTLS) and it's finally starting to show signs of life.  Been considering a small position in Dow as it's very undervalued.

[jas007]

1 hour ago, kimothai said:

I'm a bit old fashioned and consider myself as an investor and not a trader.  I keep a 70/30 portfolio of ETF's (which would be considered aggressive for my age) but also have a modest collection of stocks which include most of the mag 7.  Whenever I buy into a new position, I always look for undervalued stocks and wait for them to (hopefully) grow.  Last summer I ventured into Chart (GTLS) and it's finally starting to show signs of life.  Been considering a small position in Dow as it's very undervalued.

The CHART stock has been volatile lately.  Every time it looks like it might be beginning to break out, it sells off. 

 

And DOW looks sick. I've never followed either stock. 

 

I've been looking at some AI trading software.  Plug in a stock ticker and they give you buy, sell, and hold signals, with results backtested a year or so. TradeVision.io. It'll give you historical returns using their signals vs. Buy and Hold.  I also use TradingView.

 

Anyway, here's what TradeVision says. It's currently neutral on both.  The software exited CHART on the last signal. Ditto for DOW.  

 

 

 

[Wrwest]

20 hours ago, jas007 said:

Have you ever pondered the returns of the Mag 7 over the lifetime of those stocks?  Some people have a time horizon longer than four years. The gains are astronomical.

 

I've had some of them since the inception.  Not all, but some. Apple, Microsoft, and Tesla.  And every time I sold a little bit, it was a mistake. I used to trade Tesla, for the most part, but decided to buy a bigger chunk for the long term late in the game.  Still, I'm up big time and may well buy more this morning. I can't lose, unless planet earth is destroyed, in which case it won't matter. 

Congratulations, my Sons will probably never forgive me for selling my small holding of Apple Stock when they fired Steve Jobs. Should have bought back in when he returned we all could have been retired comfortably. As it is each of the two of them will inherit a nest egg which will help them but not allow for early retirement (thus far below UDA inheritance taxes).

[swissie]

Stock picking is hard enough as it is. Now comes the "Trump-Factor" into place.

The deisions of this 1 man can decide the faith of entire economic sectors and whole countries and world trade overall.

Welcome to the roulette table in 2025.

[swissie]

6 hours ago, jas007 said:

The CHART stock has been volatile lately.  Every time it looks like it might be beginning to break out, it sells off. 

 

And DOW looks sick. I've never followed either stock. 

 

I've been looking at some AI trading software.  Plug in a stock ticker and they give you buy, sell, and hold signals, with results backtested a year or so. TradeVision.io. It'll give you historical returns using their signals vs. Buy and Hold.  I also use TradingView.

 

Anyway, here's what TradeVision says. It's currently neutral on both.  The software exited CHART on the last signal. Ditto for DOW.  

 

 

 

The old trading by "chart-technique" doesn't work as it used to. "False breakouts" etc etc becoming the rule.

No wonder. It is known where the "stops /buy-sell" orders are placed these days. A new segment of traders have evolved = "running the stops", resulting in "false breakouts", also known as Bull/Bear traps.

Needless to say, that often times, your own broker/trading house bets successfully against their own customers.

The future? 77 different AI systems doing the trading. Short term pricing and especially volatility going thru the roof.

[kimothai]

11 hours ago, jas007 said:

The CHART stock has been volatile lately.  Every time it looks like it might be beginning to break out, it sells off. 

 

And DOW looks sick. I've never followed either stock. 

 

I've been looking at some AI trading software.  Plug in a stock ticker and they give you buy, sell, and hold signals, with results backtested a year or so. TradeVision.io. It'll give you historical returns using their signals vs. Buy and Hold.  I also use TradingView.

 

Anyway, here's what TradeVision says. It's currently neutral on both.  The software exited CHART on the last signal. Ditto for DOW.  

 

 

 

Yes, Dow is kind of sickly.  Glad I only bought a few shares.  I'll watch it for a few months to see if it shows any signs of life.  I'll have to give Tradevision a look - thanks

[jas007]

10 hours ago, swissie said:

The old trading by "chart-technique" doesn't work as it used to. "False breakouts" etc etc becoming the rule.

No wonder. It is known where the "stops /buy-sell" orders are placed these days. A new segment of traders have evolved = "running the stops", resulting in "false breakouts", also known as Bull/Bear traps.

Needless to say, that often times, your own broker/trading house bets successfully against their own customers.

The future? 77 different AI systems doing the trading. Short term pricing and especially volatility going thru the roof.

That's what the TradeVision software does.  They can figure out, through all the options trades, where market makers have to buy and where they have to sell. The software isn't perfect, but seems to show some good results.  Better on some stocks than others, if you look at the backtesting data. But it's definitely just a trading thing.  

 

One of these days, I'm going to perhaps try a small account that is traded entirely by AI.  Just put in some money and let it work.  See what happens. 

 

probably will be more like a casino, going forward. 

[Digitalbanana]

21 hours ago, kimothai said:

I'm a bit old fashioned and consider myself as an investor and not a trader. 

One doesn't need to be old fashioned to say that. Investing and trading are two distinct activities and both complement each other.

[Chivas]

I'd go with UK AIM share of the year 2024 namely Mobile Streams (MOS)

 

As always do your own research

 

Somehow they managed to obtain 23% of a massive online Mexican Betting exchange which is launching 1st Quarter 2025

 

SP has soared 900% from the lows in 2024 and trades currently at 0.49 (half a penny) with Mcap around £40 Million currently

 

CEO is targetting £200 Million Mcap....shares are currently in very sticky hands

[KhunHeineken]

On 1/2/2025 at 4:17 PM, KhunLA said:

Unless you are inside trading, then land & RE are never losers 

How was the American housing market in 2008, and for some years after that?