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Talking stocks, trading, and investing in general - Page 274

post #4096 of 4592
Quote:
Originally Posted by stevent View Post

Pretty good so far this year, after today up 7% already overall, best start I've had ever for January

Just hoping Goldman surprises tomorrow

Although I don't have a precise means to calculate across all my accounts, that figure seems about right for me to. I am guessing 7% too. EPZM made a big difference, as well as PCYC. No big losers yet, fingers crossed.

Best start of the year I can recall. I'm heavy banks and biotech this year. I don't know how long I'll stay this way, but its been the winning formula so far.
post #4097 of 4592
Banks will definitely be a winning sector this year.

I'm looking for an ETF for Ibanks with cap markets businesses but all the ones I've seen so far are overweight on regional banks.

Maybe ill just have to pick a couple stocks. Definitely BAC and I'm interested in JPM but all their recent regulatory troubles have me concerned. Though I do find it interesting that the stock is doing well despite the fact that they will have to pay 20b+ in fines which will hit their EPS figures.. Color me confused.
post #4098 of 4592
Quote:
Originally Posted by GreenFrog View Post

Banks will definitely be a winning sector this year.

I'm looking for an ETF for Ibanks with cap markets businesses but all the ones I've seen so far are overweight on regional banks.

Maybe ill just have to pick a couple stocks. Definitely BAC and I'm interested in JPM but all their recent regulatory troubles have me concerned. Though I do find it interesting that the stock is doing well despite the fact that they will have to pay 20b+ in fines which will hit their EPS figures.. Color me confused.

I actually bought Jpm right before all the fines. It's priced in already and they had money set aside for it.

Most of fines are for bs charges anyways, all banks should just sue SEC for failure to regulate and all fines they are charging should be put back on SEC (5)
post #4099 of 4592
The fines are ridiculous, politically motivated stupidity.

Let the banks earn and repay the shareholders through dividends. The shareholders have taken a beating through loss of payments on dividends and reduced payments. Most of them stepped up to the plate and took on messy balance sheets through forced acquisitions.
post #4100 of 4592
The JPM fines are built into the price. It shouldn't have an impact.

I've been holding my JPM position for almost 2 years, I'm up 50% on it. I see no reason to sell it now, I think there is upside.
post #4101 of 4592
Quote:
Originally Posted by stevent View Post

I actually bought Jpm right before all the fines. It's priced in already and they had money set aside for it.

Most of fines are for bs charges anyways, all banks should just sue SEC for failure to regulate and all fines they are charging should be put back on SEC (5)

More appropriately, actual human beings responsible for the behavior should be singled out and punished. We've really done a bang up job deterring these guys from future misdeeds. I mean, your organization gets fined, you get off scott free, of course you are less likely to wreck the financial system again.
post #4102 of 4592
Quote:
Originally Posted by stevent View Post

Got lucky since I'm 35% bank stocks then had good positions in MU, LNG, EPZM, AMRN, PANW

Just want AAPL to go up

35% banks! That got me thinking about my own individual stock asset allocation (unfortunately I have less than half of the financials that you have at only 15.89%):

Technology - 6.68% (CTL)
Industrial Goods - 11.17% (ETN, FLR, GD)
Services - 14.26% (DLTR, GME, AMZN, AN, ORLY)
Financial - 15.89% (COF, HBAN, WFC, C)
Healthcare - 16.87% (BIIB, LLY, GILD, VRTX, REGN)
Basic Materials - 35.13% (XOM, HES, VLO, MT, PXD, SLW)

but then when you factor in my mutual funds and etfs and other instruments my allocation works out to this:


Edited by amerikajinda - 1/15/14 at 1:55pm
post #4103 of 4592
Banks are heavy mainly due to big gains over time esp with BAC and SCGLY both up well over 100% and I never sold any since still believe in the stocks
post #4104 of 4592

I love the AAPL vs GOOG talk that is going around recently in regards to innovation.  Everyone is saying AAPL is dead but GOOG just bought Nest, and while that was probably a good purchase, GOOG does not do much for hardware innovation elsewhere.  I personally would not snag a Chromebook or their phone but I would be happy to buy an iPhone or other product if I see fit.

 

Could probably chalk this up to not much other tech news going on an people have to fill CNBC with something.  

post #4105 of 4592
Quote:
Originally Posted by jbarwick View Post

I love the AAPL vs GOOG talk that is going around recently in regards to innovation.  Everyone is saying AAPL is dead but GOOG just bought Nest, and while that was probably a good purchase, GOOG does not do much for hardware innovation elsewhere.  I personally would not snag a Chromebook or their phone but I would be happy to buy an iPhone or other product if I see fit.

Could probably chalk this up to not much other tech news going on an people have to fill CNBC with something.  

GOOG is creepy. I'd never want a Nest after this acquisition, with those NSA-lite data miners in your walls now? No thanks.
post #4106 of 4592
Hmm, that is an interesting thought.

The nest is really cool, but I probably wouldn't like it. I feel like I'm the kind of person who prefers to figure out my own preferences (e.g. I'd figure out on my own that I need to start the heat 45 minutes before I wake up to have a warm house). The internet control would be nice, but I'd most likely want to do the programming myself instead of having it "learn".
post #4107 of 4592
Anybody have any experience with Manchester Capital Management? Thanks

http://www.mcmllc.com
post #4108 of 4592

Whoever called out TAN, Bravo!  Up over 20% so far this year.  

 

Good points on the Nest....I want one but just want the device to know my preferences, not shared with a company for whatever reason.

post #4109 of 4592
Initiated a position in Snap-On

They've had an unbelievable past two years, so this is definitely being late to the party. Yield is way down on account of the price appreciation...expect to see them raise the dividend more.
Edited by otc - 1/16/14 at 12:39pm
post #4110 of 4592
Quote:
Originally Posted by otc View Post

Initiated a position in Snap-On

They've had an unbelievable past two years, so this is definitely being late to the party. Yield is way down on account of the price appreciation...epect [sic] to see them raise the dividend more.

They do have a proven track record of upping their dividend on a regular basis...

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