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My $.02 winners vs losers

I think some companies can do fine in this new world...Netflix, ZM, Facebook, Google, MSFT.....

Some can't....cars, airlines, banks....

I have to admit, I thought the market would be crushed by now, and it still might. The market always corrects when PE ratios get into the low 20s, and I could see them being 100 for a lot of companies with the collapse of earnings.

I would be a selective stock picker right now, as there are too many companies with almost unbelievable challenges. A lot of CEOs coming on to CNBC are saying 24 to 36 months to hit 2019 profit levels. Yikes.

In response to this post by HokieSignGuy

Posted: 04/27/2020 at 10:59AM

I'm sensing optimism from the stock market. Is it false? or Justified? -- HokieSignGuy 04/27/2020 10:46AM

I got out at the peak (luckily) and am still waiting to get back in. -- MP4VT2004 04/27/2020 9:13PM

I put mine in about 20,000 and got out in the high 27k range -- HokieHutch 04/27/2020 12:44PM

I sense complacency after gorging on FED largess. This will pass ** -- ColoVT82 04/27/2020 12:23PM

Just my $0.02, t -- HokieZig 04/27/2020 12:05PM

Fed will print $ until they run out of ink -- TabbHokie 04/27/2020 11:48AM

So we should invest in ink companies? ** -- Spud 04/27/2020 11:59AM

I agree it's made a move already -- `lag 04/27/2020 11:34AM

When did you get out? ** -- HokieZig 04/27/2020 11:33AM

Going to be wild swings but there are some stocks that are almost SURELY... -- vt90 04/27/2020 11:33AM

Yeah - the risk there is that a company may fall so much that they need -- Hokie360 04/27/2020 12:00PM

I doubled my contribution on 2/1. Hang on, baybee! -- 48zip 04/27/2020 11:10AM

Ignore the macro market numbers and focus on sectors -- HokieAl 04/27/2020 11:03AM

That is a good reminder. ** -- HokieSignGuy 04/27/2020 11:08AM

My $.02 winners vs losers -- MrBayAreaHokie 04/27/2020 10:59AM

Are you looking at banks with a particular mix of exposure or general? -- Vtskier1 04/27/2020 11:48AM

I figured this might be a reasonable time for banks. They've been beaten -- Hokie360 04/27/2020 11:42AM

So, with an outlook THAT far ahead, I guess the current numbers have -- HokieSignGuy 04/27/2020 11:08AM

I hear you....i am perplexed as well ** -- MrBayAreaHokie 04/27/2020 12:28PM

I'd just get back in. It's so deflated now. I have been -- hoosnowahokie 04/27/2020 10:55AM

If you have a long term view, you should be in the market now instead -- Hokie360 04/27/2020 10:53AM

What do you get from the first qtr earnings? You know it will be low -- IB4TECH 04/27/2020 5:28PM

Yeah - everyone knows first quarter earnings will be low. But management -- Hokie360 04/27/2020 5:32PM

I started rolling back in a couple weeks ago, but haven't gone all in yet. -- HokieSignGuy 04/27/2020 11:02AM

Corona did rock the market...but I was expecting much worse than where we -- Tuckahokie 04/27/2020 10:51AM

Yeah, same here. ** -- HokieSignGuy 04/27/2020 11:00AM

Bank of Japan greatly upped its purchases this morning -- lchoro 04/27/2020 10:49AM

So, as long as they keep buying, the markets hum along? -- HokieSignGuy 04/27/2020 11:00AM

Balance sheet for Fed +2.6 T, outstanding fed debt +1.28 T -- lchoro 04/27/2020 11:22AM

My $.02 winners vs losers

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