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[–] • 1 pt

I mentioned domestic rare earth production the other day. This is one of the potential players in Wyoming: AMERICAN RARE EARTHS LIMITED (ARRNF). It owned by an Aussie outfit. Trades OTC for $.175/sh at present.

Appears to be a huge resource, but I'm not seeing any flowcharting indicating potential processes to recover it. May be that concentrations are sporadic. Also Aussie mining stocks were once renowned fir their scam action.

Ramaco Resources has tested their orebodies, and I believe they'll they hit their mark if/when they go into production.

But at $0.175 a share, might be a good speculative play.

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This is an area I believe they want to loosen regulations for. Could indeed be something.

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I'm looking at the following sectors. Here are some thoughts...

Oil producers don't really do it for me, but pipelines have performed well the past few years. Should be a safe play if looking for consistent earnings and dividend payout. Kinder Morgan comes to mind, but I haven't looked into them yet.

Coal looks to be a better growth potential opportunity. Heard a bit of talk the last couple months about utilities looking at coal fired plants again. Might be talk, but I drove through Nebraska last month and there continues to be miles of coal trains leaving the Powder River Basin. Integrated producer/marketers like Peabody probably have upside. Warren Buffet's BNSF is hauling a fuck ton of that too.

Here's an interesting play: Ramaco Resources - they're a well known metallurgical coal company, been around a while. They missed earnings recently, and the price got hammered. Believe they're around $12 - but they're paying 4.3% in dividend. If the steel industry rebounds it's an even better play, but they've got a coal mine in Wyoming that is potentially a big rare earth resource too. Can this industry flourish near to mid term? And if you like the rare earth aspect, there's a couple other (not so?) long shot plays out there too. Talking heads have been babbling about domestic rare earth production for years now yet nothing has happened. Will it be yuge under Trump?

Drinking water everywhere is fucked. Xylem and other water resource firms are worth looking at IMHO.

AI: Yandex was forced to divest/spinoff/muh Russia sanctions segments. Nebius (NBIS) resulted - based in The Netherlands. Worth looking at.

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AI: Yandex was forced to divest/spinoff/muh Russia sanctions segments. Nebius (NBIS) resulted - based in The Netherlands. Worth looking at.

I just read this a couple days ago. I had no idea until then.

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I'm about to short Tesla. TLSQ

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What's your thesis on this? I'm bullish long term on Tesla, but it is volatile. I don't have a position.

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Poor valuation. P/E of 81 Daily rsi of 75 , weekly rsi of 67 Way over bought Trades at 115x expected earnings per share. I think we're going to see a cool off. I'm going short. We'll see

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If you think it is overvalued look at wingstop stock. These valuations aren't logical, but stock still goes up.

I burned selling some calls on PLTR and the thing just keeps going and going....

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I always hated musicals.

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Theater girls are easy

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Interesting, too bad I'm not in the city.

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This was about 30 years ago in school, although I'm sure nothing has changed.

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I closed my CLF position (pic8.co) today. Hope to have a good re-entry before tariff talks get serious. I have a RUM play working.

Not sure if anyone else here is active in trading and if they are what angles I might be able to benefit from.

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Not sure if anyone else here is active in trading and if they are what angles I might be able to benefit from.

Always wanted to get serious about it but never had a mentor to help me to avoid expensive rookie mistakes. I was seriously burned in the .com crash. The market seemed rigged to me long ago but the .com cycle lured me back in and you know the rest. So I've pretty much stayed away from the market ever since.

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Fair enough.

A lot of good videos out now about it. It used to be more closely tied to P/E but now the markets are a bit detached from reality.

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markets are a bit detached from reality.

The Inverse Cramer Fund would still be doing really well if they didn't shut it down.

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I've got a lot of long holds, like 20 year holds. I've been buying more for dividend income instead of growth.

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I'm feeling dividend stocks are kind of meh, when I'm getting 4.25% in my savings account.

But long term holds are good for sure. I have some of that as well.

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It's certainly a tossup right now, but with rate cuts rearing their ugly head, we'll be back down to .75% on HYSA again soon.

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Which would mean buy into growth now. And bonds if you're into that kind of thing.

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MSTR, COIN, PTON are my top 3 holdings.

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You trading or holding long?

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Mostly hold. Only trade a few times a year. I sold a bunch of MSTR and COIN back when BTC topped in March and over the next several months I reaccumulated and diversified a small portion out of crypto. BTC is looking like it's breaking up and will probably reach a top sometime in the next 3-12 months where I plan to sell more.

PTON is a decent company that was a steal of a price due to massive recalls a couple years that nearly pushed them into bankruptcy. It looks like it's breaking out of its downtrend and can easily see 5-10x growth in the next few years.

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PTON has seen a nice jump in the last few months.