Reply to Thread

Post a reply to the thread: Why is AMAT down so much today? self.stocks

Your Message

Click here to log in

 

Additional Options

  • Will turn www.example.com into [URL]http://www.example.com[/URL].

HTML
Rate Thread

You may rate this thread from 1-star (Terrible) to 5-stars (Excellent) if you wish to do so.

Topic Review (Newest First)

  • 05-19-2018, 08:50 AM
    DwCLorck

    Re: Why is AMAT down so much today? self.stocks

    The term "solid company" applies to most companies that are large and cash flow positive I suppose. So no. Warren Buffet is a value investor. He doesn't invest in "solid companies". He invests in undervalued companies that are doing well, mature in their markets, while at the same time have an abundance of opportunity and room to grow. Yes he uses buying opportunities but he doesn't use market fluctuations as a determining factor for selecting a stock.
  • 05-19-2018, 08:49 AM
    BigSmoke

    Re: Why is AMAT down so much today? self.stocks

    now i would happily say i know nothing in this realm, but isn't this exactly the opposite of what Warren Buffett recommends?
  • 05-19-2018, 08:49 AM
    Beatz

    Re: Why is AMAT down so much today? self.stocks

    Not always, but more often than not, it's a great time.
  • 05-19-2018, 08:48 AM
    DwCLorck

    Re: Why is AMAT down so much today? self.stocks

    Quote Originally Posted by Beatz View Post
    Right. Like buying a solid stock after a sell-off.
    Solid company after a sell-off doesn’t mean it is a buy at this time.
  • 05-19-2018, 08:47 AM
    Beatz

    Re: Why is AMAT down so much today? self.stocks

    Right. Like buying a solid stock after a sell-off.
  • 05-19-2018, 08:47 AM
    DwCLorck

    Re: Why is AMAT down so much today? self.stocks

    Not sure how you came away with that after reading what I said. I just started writing on /r/stocks the other day and I'm kind of surprised at the amount of people who disagree with me. Especially considering I'm one of the ones who does this for a living. The adage "go the way the herd isn't going" seems more true than ever.
  • 05-19-2018, 08:47 AM
    Beatz

    Re: Why is AMAT down so much today? self.stocks

    Quote Originally Posted by DwCLorck View Post
    When companies miss earnings or give bad guidance and then the stock market hammers them these are companies you do not want to invest in. The big money has spoken, sentiment is bad, the stock is most likely going lower. If the stock market hammers a company even though the company had good earnings and guidance (which has happened many times this earnings season unusually) that's another story. That is probably a real opportunity. There have been many chip companies that have had good quarters and guidance this season (unlike AMAT, even though it makes the machinery that makes the chips). Those are the ones you want to buy on a pullback. Names at the top of my head? NVDA is the best in breed.

    You seem like a buy high sell low kinda guy
  • 05-19-2018, 08:46 AM
    DwCLorck

    Re: Why is AMAT down so much today? self.stocks

    When companies miss earnings or give bad guidance and then the stock market hammers them these are companies you do not want to invest in. The big money has spoken, sentiment is bad, the stock is most likely going lower. If the stock market hammers a company even though the company had good earnings and guidance (which has happened many times this earnings season unusually) that's another story. That is probably a real opportunity. There have been many chip companies that have had good quarters and guidance this season (unlike AMAT, even though it makes the machinery that makes the chips). Those are the ones you want to buy on a pullback. Names at the top of my head? NVDA is the best in breed.
  • 05-19-2018, 08:46 AM
    Beatz

    Re: Why is AMAT down so much today? self.stocks

    Quote Originally Posted by DwCLorck View Post
    Do not buy it. The market has spoken. This company is a dog. Other chip makers have had good quarters and guidance.

    Could you expand? I will also look into it more . Thank you
  • 05-19-2018, 08:45 AM
    DwCLorck

    Re: Why is AMAT down so much today? self.stocks

    Do not buy it. The market has spoken. This company is a dog. Other chip makers have had good quarters and guidance.
  • 05-19-2018, 08:45 AM
    BigSmoke

    Re: Why is AMAT down so much today? self.stocks

    Maybe not. Monday is mostly likely going to be a green day because of the possibility of a trade deal. If it's down a lot again (more then 1%) on a green day that's a very bad sign.
  • 05-19-2018, 08:44 AM
    Beatz

    Re: Why is AMAT down so much today? self.stocks

    Monday
  • 05-19-2018, 08:44 AM
    BigSmoke

    Re: Why is AMAT down so much today? self.stocks

    Seriously, if they close down tomorrow I would suggest buying calls. Tech has pretty much done the same thing for the last couple weeks, have great earnings, plunge anyway, then spike up.
  • 05-19-2018, 08:44 AM
    Beatz

    Re: Why is AMAT down so much today? self.stocks

    Quote Originally Posted by BigSmoke View Post
    It's not a falling knife. Good buying opportunity, good find. Hold and you'll do just fine. Applied Material is not one of those pump dump companies. They're very reputable and make good tech.

    Agreed after reading the news . Thank you!
  • 05-19-2018, 08:43 AM
    BigSmoke

    Re: Why is AMAT down so much today? self.stocks

    It's not a falling knife. Good buying opportunity, good find. Hold and you'll do just fine. Applied Material is not one of those pump dump companies. They're very reputable and make good tech.
  • 05-19-2018, 08:42 AM
    BloodClaw

    Re: Why is AMAT down so much today? self.stocks

    Most welcome
This thread has more than 16 replies. Click here to review the whole thread.

Posting Permissions

  • You may post new threads
  • You may post replies
  • You may not post attachments
  • You may edit your posts
  •