On the subject of health care, GILD just announced a 100% effective HIV vaccine. I've had this stock for a while and it's basically been flat for several years, but with a dividend that beats inflation so I'm okay with flat. They lost steam several years back because they came up with a cure for hepatitis, which cut their growth prospects. This might jump-start them back up.

https://finance.yahoo.com/news/gilea...140420191.html

Oh, apparently it's not a vaccine. It's a "prevention drug". I don't know how that's different, other than maybe a "prevention drug" requires regular doses, which is probably good for revenues.
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Rain Man,

You still holding Boeing?

What do you think about the Spirit Aeorsystems acquisition - unspinoff - Whatever the hell they're doing?

https://www.spiritaero.com/pages/rel...n-transaction/
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That was an awesome video and that guy told a great story. Should be shown in high school.
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I've sold off about 80 percent of it, and I didn't have a huge holding to start with. So I've still got a little bit, which I'll continue to sell piecemeal until I'm out.

I don't see any particular advantage of the Spirit acquisition. Has any company ever performed better after being purchased by a larger company? I can't imagine that that will make them better. You or others may know better than me, though.

Of course, I'm a little biased for stupidly dated reasons. I've mentioned in the past that I used to work at McDonnell Douglas and it was a massively dysfunctional environment. I have no idea how anything got done there, if it even did. I recently read an article about the problems at Boeing, and the author said that the problem was that "the acquisition of McDonnell Douglas imported that company's toxic culture into Boeing and destroyed the positive culture of Boeing". I pointed at the screen and said, "I know, right? I know!" Apparently a number of the higher executives at McDonnell muscled out the Boeing executives to take control, and that was a bad thing.

I want Boeing to succeed, but I'm not optimstic that they'll ever thrive. I think they've lost sight of their mission.
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Probably wise.

If I'm understanding it right, Boeing spun off Spirit at some point and they're sucking them back in.

The reality is that Boeing HAS to make some QA improvements. They just have to or they'll implode.

The pessimistic view is this nothing but a PR move.

The optimistic view is they are pulling the makers of their fuselage in house and will make the requisite steps to improve QA.

No clue what the reality is, but I damn sure am not buying any.
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How are we doing? I come here to ask because it's quicker than to check my investment account.
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If you own nvidia or a fund that has it, you’re good. Everything else is meh.
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I'm really good. :-)

I got my wife on board to start selling a little NVDA. We wandered into that gold mine and have made a fortune on it, but I worry that one bad quarter will cost us a lot of money. When it comes back up from this little recent dip we're going to sell 10 percent or so.
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A good strategy when you are hesitant to sell is write covered calls.

You take in big premiums to hedge downside, you must sell if the stock rises and you get called
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TSLA has been a rocket ship.
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Thoughts on HIMX and NOTE? What about GEO? I rode a nice wave of GEO then it sort of flattened out. The other two have been doing great.
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I don't know anything about the first two. I held GEO probably five years ago, and it was a dog for me. I eventually decided that the risk of negative public sentiment about their business was going to be a permanent headwind, so I got out. I didn't have a lot, fortunately, because I pulled out at a loss.

It looks like they've had a nice run recently, but I still question whether their growth prospects are buoyed or stunted by things happening in society.
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GEO has a lot of debt. And a pretty high PE ratio for a REIT.
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I want an article about total returns and these Yield Max ETFs. Anyone can pay a high dividend but the share price suffers. I get this is a call strategy but I want total returns laid out by someone just just dividend yield.
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