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Investing Thread
- Thread starter addictivepersona
- Start date
GenericMind
Bluelighter
Also, F5 NETWORKS INC(FFIV) is looking like an interesting BUY here. Traders didn't like their earnings last night and they're down 20% this morning. Unjustified if you ask me.
Starting price: $108.65
MANNKIND CORP(MNKD) as well. Down an astronomical 41% after the FDA again delayed making a decision on their latest drug. Big news for sure, but enough to cut a company's value almost in half? I don't think so. BUY.
Starting price: $5.33
Starting price: $108.65
MANNKIND CORP(MNKD) as well. Down an astronomical 41% after the FDA again delayed making a decision on their latest drug. Big news for sure, but enough to cut a company's value almost in half? I don't think so. BUY.
Starting price: $5.33
GenericMind
Bluelighter
Itchy trigger finger. Back into it with RIG May $80 PUTS bought at $6.60. Hoping to flip them tomorrow for a 10%-15% gain.
GenericMind
Bluelighter
Aannnnd I'm out for a 7% gain in 40 minutes.
LoveKillsSlowly10
Ex-Bluelighter
I'm looking into an ETF that short sells a major index, need a little more time for research. Been wanting to short sell Google for a while now, basically too much diversification and R&d on bullshit on their part and I think eventually another engine will surpass them in popularity.
Unbreakable
Bluelighter
Google gone? i can bet money that wont happen.....
google got its fingers in everything, and as soon as they like something new they buy it and put a google stamp on it....
google got its fingers in everything, and as soon as they like something new they buy it and put a google stamp on it....
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If google builds out LTE, scores a win with mobile payments and can get cheap smartphones going, as are there 3 new aims, they are going to murderface.
GenericMind
Bluelighter
Shorting something like Google is pretty dangerous imo. Still, it's possible to do if you want to. Put options are one possible way to do it.
We are all ONE
Bluelighter
- Joined
- Jul 26, 2009
- Messages
- 34,138
Nice little bump today :
General Electric Company Common (NYSE: GE )
Real Time19.45 1.02 (5.56% )
for those that dont have the day to day strength of the up and down or the time to do true day trading research, buy/hold/ and check it in 10 yrs is my current moto
just click on the 10 and 30 year charts for GE
This has been the backbone of America for 30 yrs and always a $30+ Stock that pays a great dividend
Im all in at $12 but $30 is very realistic in the next 2 years
It has a huge financial arm which is why it tanked during the crash but this has been fixed...not a fast ride, but very rewarding with patience
Im well over %50 in just a bit over a year
We are all ONE
Bluelighter
- Joined
- Jul 26, 2009
- Messages
- 34,138
%51 jump in earnings - see you at 25 by year end if not more
http://www.marketwatch.com/video/as...id=yhoo#!8830EB2E-D6C4-4690-9030-E783FE2AEA21
http://www.marketwatch.com/video/as...id=yhoo#!8830EB2E-D6C4-4690-9030-E783FE2AEA21
RedLeader
Bluelight Crew
Up 19% over the past 6 months. Love it when things turn around 
GM, what do you think of the following names (percents are total holdings)?
My small-cap stuff actually got the largest return over the past 3, 6 and 12 months, but those names probably are not easily recognizable.
GM, what do you think of the following names (percents are total holdings)?
port1 said:
port2 said:
My small-cap stuff actually got the largest return over the past 3, 6 and 12 months, but those names probably are not easily recognizable.
GenericMind
Bluelighter
I honestly don't know enough about XL or Enbridge as companies to comment on how they compare to peers, but just by looking them up I can tell you I like both of their industries. Exxon and Chevron are pretty much no-brainers. They'll be making retarded amounts of profit until the day we die. I like that you have banks because financials are going to be the biggest winners from now until years down the road, and BAC is my favorite being so undervalued, but I have to wonder why you went with a company like JPM instead of Morgan Stanley or someone else.
Your two tobacco stocks are solid, because tobacco stocks are always solid.
You'll be getting a nice dividend from both forever, and PMI is actually a company I like so much I plan on putting a significant amount of it into my IRA eventually. Where Altria will fall due to U.S. Regulations, PMI will shine in the underegulated international markets for decades to come.
I don't really like telecoms(for no other reason than they're harder to short-term trade) but everyone seems to love AT&T. With the dividends they pay you should be sitting pretty. They're keeping pace with the insanely fast-changing technology the telecommunications industry is experiencing and should do fine.
All-in-all, a portfolio that any professional advisor would love. I wish I was patient enough to hold like that. You're diversified and most of those companies have strong dividends that are safe from cuts because of unshaking profits. I know you said you had other holdings you weren't mentioning so I may be off, but I did notice an absence of anything related to basic materials(which I think is going to be extremely strong as the world economy recovers). Add anything that has materials and copper exposure(like Freeport McMoran) and you'll be golden.
Your two tobacco stocks are solid, because tobacco stocks are always solid.
You'll be getting a nice dividend from both forever, and PMI is actually a company I like so much I plan on putting a significant amount of it into my IRA eventually. Where Altria will fall due to U.S. Regulations, PMI will shine in the underegulated international markets for decades to come.
I don't really like telecoms(for no other reason than they're harder to short-term trade) but everyone seems to love AT&T. With the dividends they pay you should be sitting pretty. They're keeping pace with the insanely fast-changing technology the telecommunications industry is experiencing and should do fine.
All-in-all, a portfolio that any professional advisor would love. I wish I was patient enough to hold like that. You're diversified and most of those companies have strong dividends that are safe from cuts because of unshaking profits. I know you said you had other holdings you weren't mentioning so I may be off, but I did notice an absence of anything related to basic materials(which I think is going to be extremely strong as the world economy recovers). Add anything that has materials and copper exposure(like Freeport McMoran) and you'll be golden.
RedLeader
Bluelight Crew
I also have Goldman Sachs Group, Inc. at 2.18 (still holding onto this one, probably against my better judgment). Would you recommend dropping these and picking up MS? What other banks do you like? And ya, XL Group is a really, really good financial. I am thinking about increasing my holding of it.
Ya, I know. And I don't have anything like this above 1% really. I'll have a look at Freeport McMoran. Any other suggestions for copper? I agree that with the way the computing world is moving, copper is important. What do you think about fiber optics? Is it worth putting money there?
What's missing from those lists is that I have a few pharmaceuticals hovering around 2% and a 2% holding of DuPont. And then I own Verizon (which I am sure you hate) and Intel stock as well.
Here's the stuff that been making me money in smaller-cap stuff.
Lear Corp is a really, really good pick IMO. Got this one last summer and wow.
I don't think it's turning around anytime soon, so it might be a good short-term pickup if you want to mix things up.
GenericMind
Bluelighter
Nice. And yeah, I personally like MS more than JPM or GS. Their recent earnings were a blowout and they're going to continue to be the leader in international IPO underwriting. I think Goldman Sachs is slowly fading from the powerhouse it once was. It might take awhile, but it'll happen.
I don't know enough about fiber optics to suggest a company that deals with it.
Freeport McMoran is where it's at as far as materials imo. They're a great exposure to copper and they're also heavily into gold, which helps during tough times. Alcoa is a good materials bet too seeing as how crushed it got during the downturn. Same with U.S. Steel. The world needs aluminum, the world needs steel. That won't change.
Another thing that I think will be big in the medium-to-long term future, possibly the BIGGEST, is healthcare. I noticed you don't have any of that. We all know that the baby boomers are aging and that huge population segment is going to become more and more dependent on healthcare services. Almost family Inc, United Healthcare, and my personal favorite company in the entire market, Aflac, all give nice exposure to that(though Aflac is more insurance than healthcare).
I don't know enough about fiber optics to suggest a company that deals with it.
Freeport McMoran is where it's at as far as materials imo. They're a great exposure to copper and they're also heavily into gold, which helps during tough times. Alcoa is a good materials bet too seeing as how crushed it got during the downturn. Same with U.S. Steel. The world needs aluminum, the world needs steel. That won't change.
Another thing that I think will be big in the medium-to-long term future, possibly the BIGGEST, is healthcare. I noticed you don't have any of that. We all know that the baby boomers are aging and that huge population segment is going to become more and more dependent on healthcare services. Almost family Inc, United Healthcare, and my personal favorite company in the entire market, Aflac, all give nice exposure to that(though Aflac is more insurance than healthcare).
RedLeader
Bluelight Crew
GM said:
Let's do this. I'll play with you. July 1st opening bell.
$10,000 UFS - open 79.21 shares 126.25
$10,000 LEA - open 106.95 shares 93.50
$10,000 HRC - open 40.01 shares 249.94
$10,000 DST - open 47.02 shares 212.68
$10,000 OII - open 74.92 shares 133.48
GenericMind
Bluelighter
K. Mariposa was supposed to play with me but she never picked and I was already up almost 100% in 2 weeks so she woulda been toast anyway. 
$50,000-RIG Aug 20th 2011 $80 Calls- $6.60(x100) each: 75 contracts
Are you familiar with options or did want me to give you a quick rundown of what my pick means?
$50,000-RIG Aug 20th 2011 $80 Calls- $6.60(x100) each: 75 contracts
Are you familiar with options or did want me to give you a quick rundown of what my pick means?
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RedLeader
Bluelight Crew
Okay, that just means that
max((S-80)*75), 0)
for S being RIG opening July 1st will be your ending value, right? Or am I missing something? I slept through this class in college, so it's pretty fuzzy. We're ignoring premiums I assume?
max((S-80)*75), 0)
for S being RIG opening July 1st will be your ending value, right? Or am I missing something? I slept through this class in college, so it's pretty fuzzy. We're ignoring premiums I assume?
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GenericMind
Bluelighter
Even easier than that.
If you look at that screenshot, you'll see that options are listed with buy/ask/last prices just like stocks. The one I highlighted, the RIG May calls with an $80 strike price, is the one I'm picking. You'll see the last is "6.69", but we have to multiply that by 100 because each options is a contract allowing you to buy or sell 100 shares.
So really, it's just like I picked a stock that has a price of $669 today and we'll be able to use any site that lists option prices(etrade, optionsmonster.com, etc) to check the value of that "stock" at any given time and also on July 1st. The price will move up or down just like a stock depending on where RIG goes.
If you look at that screenshot, you'll see that options are listed with buy/ask/last prices just like stocks. The one I highlighted, the RIG May calls with an $80 strike price, is the one I'm picking. You'll see the last is "6.69", but we have to multiply that by 100 because each options is a contract allowing you to buy or sell 100 shares.
So really, it's just like I picked a stock that has a price of $669 today and we'll be able to use any site that lists option prices(etrade, optionsmonster.com, etc) to check the value of that "stock" at any given time and also on July 1st. The price will move up or down just like a stock depending on where RIG goes.
RedLeader
Bluelight Crew
Okay, I know that a call gives you the right, but not obligation, to buy RIG (in example) on Aug 20th for $80. Then you can immediately sell it for whatever value S it is at that day, and make (S-80) payoff. So the lower the strike is, the higher the call price should be, given that there's a greater chance that it will be executed (which is shown on your screenshot). And you picked Aug 20, 2011, meaning that you'll quote the call price for that stock on July 1st for Aug 20, and it would be like you selling the call option (selling the right to buy on Aug 20th for $80) to someone else, like selling a stock. So if you think a stock is going to go up, you're going to buy call options on it because the higher the price of RIG (in example) is, the higher the call price will be. Am I basically right on this?
I'm going to look up bid and ask for options, since I don't know how those differ from last.
I don't understand where you got the value of 100, though. I mean is that standard for options, or did you find that somewhere on a chart? I don't remember learning this.
I'm going to look up bid and ask for options, since I don't know how those differ from last.
I don't understand where you got the value of 100, though. I mean is that standard for options, or did you find that somewhere on a chart? I don't remember learning this.
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GenericMind
Bluelighter
Just like a stock, the "Last" is the last price that the security actually traded for when a buyer agreed to pay a seller's asking price. The bid is what buyers are bidding and the ask is what the sellers are asking.
100 is the standard size of an options contract, ie. 1 "call option" is just a contract that says you have the right to buy 100 shares of a stock at a certain price. If we had 2 call options, that just means we have 2 contracts, each good for 100 shares of a stock. So when we see an option prices at $6.60, that's really per share, so if we wanted to buy 1 of those call options we'd have to pay $660.
For the purposes of this game we can simply ignore the August date. That's just the part of the contract that says I have the right to buy 100 shares of RIG for $80 at anytime on or before August 20th. I only picked it because if I picked a sooner date, the options would expire and the contracts wouldn't have a price when the game ends on July 1st. Just like we can see the price of my options today, we'll be able to see what they're worth on July 1st to determine how much money I gained or lost.
100 is the standard size of an options contract, ie. 1 "call option" is just a contract that says you have the right to buy 100 shares of a stock at a certain price. If we had 2 call options, that just means we have 2 contracts, each good for 100 shares of a stock. So when we see an option prices at $6.60, that's really per share, so if we wanted to buy 1 of those call options we'd have to pay $660.
For the purposes of this game we can simply ignore the August date. That's just the part of the contract that says I have the right to buy 100 shares of RIG for $80 at anytime on or before August 20th. I only picked it because if I picked a sooner date, the options would expire and the contracts wouldn't have a price when the game ends on July 1st. Just like we can see the price of my options today, we'll be able to see what they're worth on July 1st to determine how much money I gained or lost.