Author Topic: Investments  (Read 8075 times)

0 Members and 1 Guest are viewing this topic.

Offline austingirl

  • Hero Member
  • ****
  • Posts: 3,670
  • Cruz 2016- a Constitutional Conservative at last!
Re: Investments
« Reply #100 on: December 23, 2016, 06:46:25 PM »
@austingirl

I was just coming online to congratulate you if you were still holding it. The stock is up about 80% from when you first mentioned it. Good pick!

I never bought, although it has stayed on my watch list. As far as semis are concerned, I only played in SWKS for a bit. I've kept NVDA, AMD, QCOM on my watch list (although I can't officially call QCOM a "semi" - close enough).

Nonetheless, you got the winner of the bunch by a wide margin. Excellent work.

Thanks and I sold it all near the high. There is a big gap from $20.58 to $22.70s. Another gap recently at $19.08. Watching closely for re-entry. Upgrades and new PT from $21 to $28. Very cyclical but recovery of semis bodes well for economy. I never bought AMD either but watching.

I bought some VRX as a flier. Could sell some assets and improve viability. Bausch and Lomb  worth a lot. Salix may be sold. Sum of the parts greater than the whole?  I never thought I would touch this stock but the price was too tempting.

Merry Christmas and good luck with your investments.
Principles matter. Words matter.

Offline bolobaby

  • Hero Member
  • ****
  • Posts: 2,294
Re: Investments
« Reply #101 on: December 27, 2016, 08:02:01 PM »
Sigh. My whole portfolio right now is being propped up by HIIQ, which has seen a ~83% gain since I got back in. Most of my other positions are down except EDIT and CCJ, which are both up 11%.

Let's hope the New Year puts a booster on my other stocks. I'm up, but nowhere near where I should be given the meteoric performance of HIIQ.
How to lose credibility while posting:
1. Trump is never wrong.
2. Default to the most puerile emoticon you can find. This is especially useful when you can't win an argument on merits.
3. Be falsely ingratiating, completely but politely dismissive without talking to the points, and bring up Hillary whenever the conversation is really about conservatism.
4. When all else fails, remember rule #1 and #2. Emoticons are like the poor man's tweet!

Offline austingirl

  • Hero Member
  • ****
  • Posts: 3,670
  • Cruz 2016- a Constitutional Conservative at last!
Re: Investments
« Reply #102 on: December 28, 2016, 01:24:11 PM »
Tax loss selling and sideways market this week. I well remember the big drop last January- will it be different in 2017?  Opinions?
Principles matter. Words matter.

Offline austingirl

  • Hero Member
  • ****
  • Posts: 3,670
  • Cruz 2016- a Constitutional Conservative at last!
Re: Investments
« Reply #103 on: January 16, 2017, 01:01:10 PM »
Very displeased with the Trump pronouncement about Pharma prices. I believe drug prices are a small percentage of health care costs. Developing new drugs costs a fortune. Portfolio took a hit. **nononono*
Principles matter. Words matter.

Offline bolobaby

  • Hero Member
  • ****
  • Posts: 2,294
Re: Investments
« Reply #104 on: January 17, 2017, 06:32:16 PM »
Yeah - I was down in line with the market today. Basically because my silver hedge kept me from being down further.
How to lose credibility while posting:
1. Trump is never wrong.
2. Default to the most puerile emoticon you can find. This is especially useful when you can't win an argument on merits.
3. Be falsely ingratiating, completely but politely dismissive without talking to the points, and bring up Hillary whenever the conversation is really about conservatism.
4. When all else fails, remember rule #1 and #2. Emoticons are like the poor man's tweet!

Online Frank Cannon

  • Hero Member
  • ****
  • Posts: 13,574
  • Frank Cannon: "I need a drink."
    • Bum Wine
Re: Investments
« Reply #105 on: January 17, 2017, 07:05:10 PM »
Yeah - I was down in line with the market today. Basically because my silver hedge kept me from being down further.

I would sell everything and go 100% into Theranos! They look bad now, but it will be like getting in on the ground floor of a rocketship to Mars soon!

BTFATH!

Offline bolobaby

  • Hero Member
  • ****
  • Posts: 2,294
Re: Investments
« Reply #106 on: January 17, 2017, 08:48:10 PM »
I would sell everything and go 100% into Theranos! They look bad now, but it will be like getting in on the ground floor of a rocketship to Mars soon!

BTFATH!

@Frank Cannon

I'm not buying anything new right now, just holding, so your snark is ill-applied. Moreover, my non-play money - my 401k - is now 80% cash because of a possible correction.

In the meantime, I'll happily take the 10k I made the past two weeks to offset potential future losses.
How to lose credibility while posting:
1. Trump is never wrong.
2. Default to the most puerile emoticon you can find. This is especially useful when you can't win an argument on merits.
3. Be falsely ingratiating, completely but politely dismissive without talking to the points, and bring up Hillary whenever the conversation is really about conservatism.
4. When all else fails, remember rule #1 and #2. Emoticons are like the poor man's tweet!

Online Frank Cannon

  • Hero Member
  • ****
  • Posts: 13,574
  • Frank Cannon: "I need a drink."
    • Bum Wine
Re: Investments
« Reply #107 on: January 17, 2017, 10:36:35 PM »
@Frank Cannon

I'm not buying anything new right now, just holding, so your snark is ill-applied. Moreover, my non-play money - my 401k - is now 80% cash because of a possible correction.

In the meantime, I'll happily take the 10k I made the past two weeks to offset potential future losses.

Don't be a loser. You are missing out in one of the biggest come backs in corporate history.



BTFATH!!!!!!
« Last Edit: January 17, 2017, 10:37:46 PM by Frank Cannon »

Offline austingirl

  • Hero Member
  • ****
  • Posts: 3,670
  • Cruz 2016- a Constitutional Conservative at last!
Re: Investments
« Reply #108 on: January 18, 2017, 08:45:21 PM »
@Frank Cannon

I'm not buying anything new right now, just holding, so your snark is ill-applied. Moreover, my non-play money - my 401k - is now 80% cash because of a possible correction.

In the meantime, I'll happily take the 10k I made the past two weeks to offset potential future losses.

My 401K is 87.6% cash. Market has been going nowhere the past two weeks- each day a different sector takes a hit. Wait and see attitude here.

Rumors about GILD and PFE meeting in Davos and what it could mean. Still holding onto GILD  :shrug:
Principles matter. Words matter.

Offline Weird Tolkienish Figure

  • Hero Member
  • ****
  • Posts: 12,021
Re: Investments
« Reply #109 on: January 19, 2017, 10:35:26 AM »
I don't do anything with my 401k, i allocate it to a few funds and leave it alone. I never touch it.


It has doubled since 2006 (my MIT one).
I am not a conservative.

Offline Joe Wooten

  • Hero Member
  • ****
  • Posts: 1,477
Re: Investments
« Reply #110 on: February 15, 2017, 11:32:42 AM »
I got some excellent advice from a very wise man that I worked with years ago.  He said....buy 3 or 4 solid oil co's, put it in dividend reinvestment and leave it alone.  Energy isn't going anywhere.  He had purchased Phillips Petroleum, Mobil, and Burlington Resources.  This was back in the late 70's.  He put in around 30k in each.  When he died a few years back the stock was worth millions and the dividends were huge.


I did the same with Exxon back in the early 80's, though just not with quite as much initial investment. It's turned into quite a nice little nest egg over 36 years.....

Offline Slip18

  • Hero Member
  • ****
  • Posts: 437
Re: Investments
« Reply #111 on: October 22, 2017, 11:14:44 PM »
Uh... disclaimer: do not trade in stocks without doing your own research. The post above is not meant as investment advice. Trade at your own risk. Yadda yadda yadda.

Love your disclaimer!

I am a newbie in here, just looking around.

I used to trade commodities as opposed to stocks.  I actually made a little bit.  The best part of trading commodities were the seminars! Just too much fun!

I was a position trader as opposed to a day or long term trader.  Always put in stops!  LOL!

Online InHeavenThereIsNoBeer

  • TBR Advisory Committee
  • Hero Member
  • ***
  • Posts: 1,597
Re: Investments
« Reply #112 on: October 23, 2017, 01:14:03 AM »
I;m just learning, while sitting on the sidelines watching everyone else make money.  My 401k did great for a few years, but things are just nuts.

I was looking at options the other day to see if there was a way I was comfortable with to expose myself to some gains and/or hedge against losses, and maybe take a gamble on a big correction.  As expected, options are more expensive the longer the maturity.  Except, they drop between the end of December and January.  In one case they were still cheaper for Feb 2018 than Dec 2017.  Something to do with end of the year and taxes maybe?  I don't get this.  Anyone?

Offline Free Vulcan

  • Member
  • Hero Member
  • ****
  • Posts: 9,320
  • Ah, the air is so much fresher here...
Re: Investments
« Reply #113 on: October 23, 2017, 10:28:06 AM »
I;m just learning, while sitting on the sidelines watching everyone else make money.  My 401k did great for a few years, but things are just nuts.

I was looking at options the other day to see if there was a way I was comfortable with to expose myself to some gains and/or hedge against losses, and maybe take a gamble on a big correction.  As expected, options are more expensive the longer the maturity.  Except, they drop between the end of December and January.  In one case they were still cheaper for Feb 2018 than Dec 2017.  Something to do with end of the year and taxes maybe?  I don't get this.  Anyone?

Maybe dividends. What symbol were you looking at?
And a country boy will survive.

Online InHeavenThereIsNoBeer

  • TBR Advisory Committee
  • Hero Member
  • ***
  • Posts: 1,597
Re: Investments
« Reply #114 on: October 23, 2017, 12:08:01 PM »
Maybe dividends. What symbol were you looking at?

I'm looking at SPY.  I looked just now to give you an example, and the numbers look correct, nothing like what I copied down the other night.  Weird.

Online InHeavenThereIsNoBeer

  • TBR Advisory Committee
  • Hero Member
  • ***
  • Posts: 1,597
Re: Investments
« Reply #115 on: October 23, 2017, 12:12:45 PM »
I;m just learning, while sitting on the sidelines watching everyone else make money.  My 401k did great for a few years, but things are just nuts.


Speaking of 401k and being out, one of my previous employers changed 401k providers recently.  I just went in to check on it, and they had taken my 100% conservative option on the old plan and moved everything to the "retire in 2035" plan.  It's up enough in a few months to cover my home, flood, and half my auto insurance for the year.  Darn it.  Of course, it was the little 401k, but I'll take it.

Offline Free Vulcan

  • Member
  • Hero Member
  • ****
  • Posts: 9,320
  • Ah, the air is so much fresher here...
Re: Investments
« Reply #116 on: October 23, 2017, 02:39:45 PM »
I'm looking at SPY.  I looked just now to give you an example, and the numbers look correct, nothing like what I copied down the other night.  Weird.

I trade bi-weekly SPY options but not the long term so guess I've never looked that hard. Sometimes the SPY gets wonky for reasons I don't know, but other than dividends or some snag in the quotes, not sure what would make them invert like that.
And a country boy will survive.

Offline austingirl

  • Hero Member
  • ****
  • Posts: 3,670
  • Cruz 2016- a Constitutional Conservative at last!
Re: Investments
« Reply #117 on: October 30, 2017, 06:30:02 PM »
I got out of MU way too early, it turns out. It went up to $42 from $9. I made money but could have made a lot more. Watching it now.

I am stuck in GILD. They had the hepatitis C cure and have been roundly punished for it. They have the best Hep C drugs but many competitors and that revenue has declined. However, they can now sell in China which is a huge market. Of course, the Chinese will rip off the formula. Wall Street was waiting for them to buy someone and they finally bought KITE and will soon have a CAR-T cancer drug on the market. They beat earnings last week and have been thoroughly trashed since. I am holding my shares until it comes back, but it could be a good entry point.

CELG The stock went from $147 to 119 after a drug trial was halted. However, they have a very healthy pipeline. I bought some. They also beat earnings but guided down slightly. The stock went down to 94. I bought some more. It closed over $100 today- has a lot of ground to make up. This stock is a favorite of the disgusting Cramer who pumps it since his "trust" owns it. I hate Cramer but hope to make some money here.
Principles matter. Words matter.

Offline austingirl

  • Hero Member
  • ****
  • Posts: 3,670
  • Cruz 2016- a Constitutional Conservative at last!
Re: Investments
« Reply #118 on: October 30, 2017, 06:35:50 PM »
I;m just learning, while sitting on the sidelines watching everyone else make money.  My 401k did great for a few years, but things are just nuts.

I was looking at options the other day to see if there was a way I was comfortable with to expose myself to some gains and/or hedge against losses, and maybe take a gamble on a big correction.  As expected, options are more expensive the longer the maturity.  Except, they drop between the end of December and January.  In one case they were still cheaper for Feb 2018 than Dec 2017.  Something to do with end of the year and taxes maybe?  I don't get this.  Anyone?

@InHeavenThereIsNoBeer

Options can be very tricky. Do you know how to trade them?

I've been waiting for the big correction for YEARS and have cash on the sidelines. The slight downturn today is supposed to be about the rumor that corporate tax cuts could be phased in 3% a year. If that happens then we may see a correction.
Principles matter. Words matter.

Online InHeavenThereIsNoBeer

  • TBR Advisory Committee
  • Hero Member
  • ***
  • Posts: 1,597
Re: Investments
« Reply #119 on: October 30, 2017, 10:36:50 PM »
@InHeavenThereIsNoBeer

Options can be very tricky. Do you know how to trade them?

I've been waiting for the big correction for YEARS and have cash on the sidelines. The slight downturn today is supposed to be about the rumor that corporate tax cuts could be phased in 3% a year. If that happens then we may see a correction.

@austingirl

I do not.  But I am attracted to the limited downside in buying options, especially in a market that is IMO ripe for a serious correction, but could remain irrational for a long time.  I put together a spreadsheet showing various bets (buying calls on continued insanity, buying puts on a necessary correction, and a combination of buying actual shares with puts as a hedge) along with a combination of possible market outcomes to see if there was anything I found compelling, but also just to learn.

I have a lot to learn, but I'm not going to bet anything I can't afford to lose and I won't make any bets I don't (think I) understand.

Offline austingirl

  • Hero Member
  • ****
  • Posts: 3,670
  • Cruz 2016- a Constitutional Conservative at last!
Re: Investments
« Reply #120 on: October 30, 2017, 10:39:17 PM »
@austingirl

I do not.  But I am attracted to the limited downside in buying options, especially in a market that is IMO ripe for a serious correction, but could remain irrational for a long time.  I put together a spreadsheet showing various bets (buying calls on continued insanity, buying puts on a necessary correction, and a combination of buying actual shares with puts as a hedge) along with a combination of possible market outcomes to see if there was anything I found compelling, but also just to learn.

I have a lot to learn, but I'm not going to bet anything I can't afford to lose and I won't make any bets I don't (think I) understand.

Good deal. Always proceed with caution. Good luck.
Principles matter. Words matter.

Offline Free Vulcan

  • Member
  • Hero Member
  • ****
  • Posts: 9,320
  • Ah, the air is so much fresher here...
Re: Investments
« Reply #121 on: October 31, 2017, 11:29:49 AM »
Hedging is beyond my wheelhouse as I buy and sell naked options, but for learning more I recommend reading Sheldon Natenberg.

https://www.amazon.com/s/ref=nb_sb_ss_c_1_13?url=search-alias%3Daps&field-keywords=sheldon+natenberg&sprefix=sheldon+naten%2Caps%2C527&crid=2HPBBB6JDBX9C
And a country boy will survive.


Share me

Digg  Facebook  SlashDot  Delicious  Technorati  Twitter  Google  Yahoo
Smf