PIMPING STOCKS

[Bretsky]

SO WHAT STOCKS, are OTHERS........BUYING at TODAY'S PRICING ?

[call_me_ishmael]

I am not really buying any more stocks. Just holding and waiting. All my money is tied up in the stocks I listed. I am not a trader so I tend to set and hold for awhile. If I did have extra cash right now that I could spend, I would probably put it in Bitcoin.

I have way too much money in future equity of SQ that I will sell when I vest probably and buy BTC with probably. I have a hunch rates are gonna be higher for longer than one expected and I am doubtful on rate cuts so plan for stocks to be on sale another year longer most likely. Good buying opportunity if you remain employed and keep stacking cash.

[bobblehead]

If anyone is into BDCs morgan stanley went public with MSDL. I subscribe to a guy who was a due diligence officer and a forensic accountant so he can actually understand their docs. He places it at a buy under $24 and a dividend that will be over 9%, but extremely likely to pay a special dividend occasionally as well.

[Patler]

If anyone is into BDCs morgan stanley went public with MSDL. I subscribe to a guy who was a due diligence officer and a forensic accountant so he can actually understand their docs. He places it at a buy under $24 and a dividend that will be over 9%, but extremely likely to pay a special dividend occasionally as well.

I have never felt confident in my understanding of my own personal tax implications and filing requirements from owning a BDC; e.g. dividends designated as qualified, non-qualified, return of capital, etc.; the pass through of earnings/losses to the owners without tax at the business level and so forth. For that reason, I have avoided owning them.

I really should put forth the effort to resolve my hesitancies. On the other hand, there are lots of things to own that I do understand!

[bobblehead]

I have never felt confident in my understanding of my own personal tax implications and filing requirements from owning a BDC; e.g. dividends designated as qualified, non-qualified, return of capital, etc.; the pass through of earnings/losses to the owners without tax at the business level and so forth. For that reason, I have avoided owning them.

I really should put forth the effort to resolve my hesitancies. On the other hand, there are lots of things to own that I do understand!

To make it more complicated some BDCs pay ordinary dividends and others pay qualified dividends. To my knowledge none of the ones worth owning return capital. MLPs "return capital" and book your profits so you pay less until you have recouped 100% of the initial investment. I'm actually not sure which MSDL pays yet because they just went public. OBDC pays qualified which is nice where as ARCC pays non qualified (ordinary) so I keep it in my IRA. MAIN pay ordinary as well, but it has become overpriced (as has OBDC). ARCC and MSDL are very worth buying though.

Edit: Also BDCs don't require anything special, but MLPs mostly (all?) issue a K-1.

[Patler]

To make it more complicated some BDCs pay ordinary dividends and others pay qualified dividends. To my knowledge none of the ones worth owning return capital. MLPs "return capital" and book your profits so you pay less until you have recouped 100% of the initial investment. I'm actually not sure which MSDL pays yet because they just went public. OBDC pays qualified which is nice where as ARCC pays non qualified (ordinary) so I keep it in my IRA. MAIN pay ordinary as well, but it has become overpriced (as has OBDC). ARCC and MSDL are very worth buying though.

Edit: Also BDCs don't require anything special, but MLPs mostly (all?) issue a K-1.

and a K-1 received in a retirement account can trigger the need for a separate return to be filed by the retirement account apart from the individual, right?

[Bretsky]

TSM seems like a no brainer buy in here; anybody else looking at Taiwin Semiconductor ??

[call_me_ishmael]

TSM seems like a no brainer buy in here; anybody else looking at Taiwin Semiconductor ??

I am looking at selling some square to buy some Tesla, although I do fear some that Elon has pissed off the type of folks that buy electric cars. I do think they’re gonna be the company that makes Rosie jetson a thing a though.

[Bretsky]

I am looking at selling some square to buy some Tesla, although I do fear some that Elon has pissed off the type of folks that buy electric cars. I do think they’re gonna be the company that makes Rosie jetson a thing a though.

Also considering SYM (Symbiotic).

Partial, are you heavy into research of AI stocks ? Seems there is ez money to be made there

[call_me_ishmael]

I'm not. Personally, I think most of the AI stuff is overblown. Probably a good chance to make money short term but I prefer to buy undervalued businesses.

[Bretsky]

I'm not. Personally, I think most of the AI stuff is overblown. Probably a good chance to make money short term but I prefer to buy undervalued businesses.

we have to agree to disagree there well...unless you consider short term the next 5 years )