Stock Talk
Watch stocks:
IBIT - ETF on spot Bitcoin. It soared since suggesting here. Still seems good as a some buy and hold ETF. Very dependent on bitcoin prices. pick your poison in an uncertain world .
Devon Energy (DVN) - buying back shares, good oil and natural gas reserves in America. Let go of the previous one and got into some DVN with earnings AND a dividend.
Ramaco Resources (METC) - a REAL miner with real eps and dividend of Metallurgical coal for high quality steel - and potential rare earth elements in Wyoming. watching METC and METCB to see an update tomorrow. Suggested Ramaco here when it was less than half what it is today - and so far - been performing well.
Back Burner stocks:
Intel (INTC)
Raytheon (RTX)
Watching a pure $1 "speculation "some" stock for an update tomorrow. ONCY is a pure spec stock on some hope and evidence that lead drug Pelareorep activates T fighter cells to target and kill cancer cells. It remains to be seen what's up or down with ONCY. It hasn't been an easy hold and thank goodness our strategy of just some no more than we can afford to lose is in effect here.
maybe some Crypto: Perhaps these are a store of value in an inflationary world without limits. Some BTC and ETH - but "here n' there" averaging on dips.
For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time. But trying to look ahead a few months into the future may be a way to do things. If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor. With all the above caveats and attempted prognostications, I will close this post.
Stay tuned for more opining on the market and stocks to watch.
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