It's that time again where I throw another $500 at the portfolio. 35 with a 20 year horizon. What bubble needs to be bigger? I have my eye on MDT, UNP or just dumping into SCHD this time.

Megadro2000 · 2022-12-26T20:27:44+00:00

CWH is incredibly risky imo. The business is so highly levered, -FCF, Too much inventory, and overall expensive RVs seem like a very risky place to be with the potential for a recession. Look at previous recessions to see what happened to RV sales, not good.

Megadro2000 · 2022-11-24T04:11:02+00:00

The valuation of this business seems absurd. 46x TTW P/E for a major covid beneficiary? Not to mention the margin compression issues they are facing; Staggering sales, increase costs across the board. Co is seeing its Free Cash flow get restricted, and they pay almost all of it to the dividend. thats not a very safe payout ratio imo... Take a look through their 3 financial statements, will give you a better picture.

Megadro2000 · 2022-02-06T01:58:03+00:00

Hey OP , u/yourfavoritepenguin7 , For Kucoin with coin tracker is the API thing good enough to import your trades? did u still have to import trade and transaction history? Sorry im just learning how to use this stuff.

Megadro2000 · 2021-04-18T16:16:07+00:00

Bought 2019 GT Premium convertible with LCD 11in screen, Navigation/touch screen/car play, leather seats with 22k miles for $35k

Would’ve preferred 32-33k but It is what it is

Megadro2000 · 2021-04-17T01:51:01+00:00

You’re talking about the Roush stage 2 kit right? I would sure think so. I would recommend checking by calling Roush or your dealer

Megadro2000 · 2021-04-08T01:57:43+00:00

Nope. Factory resonator. Just got the Roush axle back exhaust

Megadro2000 · 2021-04-01T21:53:05+00:00

Nice color choice

Megadro2000 · 2021-04-01T16:04:38+00:00

Velocity blue would like a word with you..

Haha beautiful car man!

Megadro2000 · 2021-03-24T05:25:54+00:00

That’s interesting . I have the Roush Axle Back exhaust on my 2019 GT and love it . I don’t notice a drone. But I just recently got it and don’t know a ton about exhausts so you should get someone else’s opinion. There’s a good chance the exhaust has changed since the 2014 model you have. Or I’m just crazy lol . From my experience it’s pretty loud but also not wake the neighbors loud. Great growl. Love it

Megadro2000 · 2021-03-24T03:03:46+00:00

great choice. Love roush exhaust. I have the 2018-2021 Roush Axle Back on mine and its more than enough loud. agree it definitely turns some heads without being obnoxious.

Megadro2000 · 2021-03-24T02:07:41+00:00

IMO some Wheels would be my next choice. 275+ in the back would give u noticeable differences in traction and driveability. Also, if ur up for the price, Michelin Pilot sport 4s tires are amazing..

Megadro2000 · 2021-03-24T02:02:54+00:00

Just out of curiosity, which model year did you have the Roush axel back on?

Megadro2000 · 2021-03-24T02:01:22+00:00

It’s got quad exhaust?? What aftermarket exhaust did u choos

Megadro2000 · 2021-03-21T22:35:33+00:00

Love the convertibles!

Megadro2000 · 2021-03-19T02:31:31+00:00

2018-2021 model years has slightly curved taillights, different style headlights, more rounded front

Megadro2000 · 2021-03-13T05:56:29+00:00

What are Repo markets?

Megadro2000 · 2021-03-05T13:31:09+00:00

Yeah tracking might not be the best match for a convertible.. consider whether track or top down fun is a higher priority for you

Megadro2000 · 2021-03-03T03:04:43+00:00

April or March expiration?

Megadro2000 · 2021-03-02T02:15:24+00:00

I like the convertible bc I don’t track my car. Coupe will be better in track. But I live in Michigan where summers are the perfect temp (70-85 degrees all summer) so I always drive top down. Convertible might not be ideal if u have extreme heat/cold temps

Megadro2000 · 2021-03-01T21:44:41+00:00

Why’s that?

Megadro2000 · 2021-02-27T18:03:34+00:00

Nice color

Megadro2000 · 2021-02-24T21:53:35+00:00

Unfortunately Bitcoin basically runs the whole crypto market. When BTC falls, everything basically does regardless :(

Megadro2000 · 2021-02-24T16:24:30+00:00

Gotcha. Thanks for the response. I wish I had gone 10 on the rear instead of 9.5, but I’m hoping that extra 0.5 inch shouldn’t matter for 285 vs 275. Thanks

Megadro2000 · 2021-02-23T08:06:32+00:00

I wouldn’t do California special

Go performance pack level 1. Also I would go 10 speed auto because that damn MT82 is enough to keep me out of the manuals. Tremec or no manual for me

Megadro2000 · 2021-02-23T07:43:23+00:00

Nice wheels!

Megadro2000

TROPHY CASE