School me on investing...

a brothers gotta know why

 

As @Senna posted in a thread on this subject already:
https://www.pierermobility.com/en/newsroom/eqsfeed/2866545?type=adhoc

More on Deano’s Stupid Bike Plants.

 

that thread confirms that the industry is one of those never-buy investments. the ktm brand is just a piling on of that fact.

 

V shaped recovery?



I still wouldn't touch it long or short.

 

TWSS.

 

just bought more Jumia today. Eff it...ONE of these sumbicthes has to come thru at some point.

 

From the last time I felt like shorting stock, I lost my a.. department.

Does anyone else think Harley will drop a lot more? Obviously I missed the big short opportunity, but I think it can go down for quite awhile. They are throwing good money after bad on the livewire and Harley's aren't commanding the price premium they used to on the used market.

On another note, I learned long ago to never try and catch a falling knife. However KTM is down 73.56% this year, but is up almost 10% in the past 3 days and down 12% over the last 5 days. I've never bee n taught how to do proper chart analysis, but to the guys that know like @auminer and @HPPT .........IS THIS MY NEXT BITCOIN @$5K......which I never invested in?

Is now the time to pump in 10-50K and hold on?

 

You answered your own question.

I'm looking for a junior silver miner, US based (definitely NOT Mexico miner, they're at extreme risk of nationalization)

I think that is the next bitcoin.

Which one, though?

 

B...bu.....but.......butt....butttt!!!!!

Since it rebounded approximately 10% over the past 2 days, is it still classified as a falling knife?

 

I honestly don't know how they survive the die off of their customer base. They've been selling the same bikes to the same people for the last 30 years in the US. I don't see how that survives as those people fail to survive.

 

There's a long list of billion $$ funds and fund managers using all kinds of analysis tools that are lucky to beat the S&P. Between HD and KTM you have to ask yourself if you believe in the likelihood of their long term success...if you feel good about that, then their beaten-down current price is a great time to get in.
If you just think there's a short term trade play... might as well let Goldie manage your $$$

 

And to clarify... not saying Papa doesn't have skillz- he somehow comes up with some gems.

 

The other guy that hordes shiny rocks....not so sure

 

Man...I have been looking at HOG since you mentioned it and its interesting...reading what some of these dudes put on paper. The analysts are like BUY...No AVOID...or SELL...the buy guys are like...they beat EPS for Q#24 even though it was 35% lower than Q323 based on lower revenue from a 13% decline in units shipped (10% in NA alone). Parts and accessories were down too. The only thing up was apparel (higher clothes prices?) and the financing arm (higher interest rates). And some of these guys say they expect lower rates and higher sales next year so the price target is $42.

The gross margins are still good...ovcr 30% and the net margin is around 10%...very good for manufacturing like this....other auto guys are like half that. But we know people are buying less bikes and especially Harleys..right...so????

I wouldnt short it now...not enough downside. If you disregard the covid crater from its 5yr history...its only up about $7-8 on its low. If the stock goes up but full 2024 or Q1 results dont show sales recovery I would look into put options for sure.

 

Agreed, I tried to get him to manage a chunk of mine and see what happens. I was willing to ale the risk, but he wasn’t.

Yea that guy that loves silver so much? Wake me up when it really shines.

 

My ears burn.......

 

The fact that HD dealers are closing quite a lot lately makes me wonder about how this next year will be. They made all these guys build these mega fancy shops and are drowning in overhead now. Glad HD is making money but the dealers sure don't seem to be.

 

This might help.

 

Maybe HD should take money and open up or buy out a chain of bars. Could be a bigger income source than their clothing line.