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Talking stocks, trading, and investing in general - Page 607

post #9091 of 11853
Quote:
Originally Posted by otc View Post

Good thing I still own dat goog and googl.

Wonder if it is exit time?

Yeah. It should have been exit time. frown.gif
post #9092 of 11853
Thanks for your hot insider tip. Just picked up 2 shares.

In all seriousness, what's your PT and thesis?
post #9093 of 11853
Quote:
Originally Posted by GreenFrog View Post

Thanks for your hot insider tip. Just picked up 2 shares.

In all seriousness, what's your PT and thesis?

I can send you my report and excel just pm me your email
post #9094 of 11853
Quote:
Originally Posted by ramuman View Post

I don't think I'm mistaken. My point was analysts sit at a desk and can say one thing and then do another.

I also absolutely always hate the idea of running a business for 'shareholder interests'. If you're not running a company to create great products, you shouldn't be running the company. Money is secondary and will come along for the ride.

I never liked a company that was just there and not innovating every single waking hour.

Creating great product or creating a great business is aligned and for shareholder interests.

Selling shares at secondary before IPO lockup like in the case of GPRO or FIT is not.

Making stupid books and spend millions partying when company is doing horribly in the case of YHOO is not.

And if an executive cannot sell his vision and products to shareholders he most probably won't be able to sell them to customers.

p.s., analysts have the fiduciary duty to not say one thing and do another.
post #9095 of 11853
Meh.
post #9096 of 11853
Quote:
Originally Posted by SkinnyGoomba View Post

I managed to swap the entirety of my COP for RDSA in one act yesterday, woke up to see that COP had slashed their dividend today. Still have plenty of COP, but I am glad I took measures to reduce it drastically yesterday.

Overall it's a smart move for them, or at least a move they could not prevent, but will improve their situation in the near term.

I bought in today after that. Got in around $36.5, not the best trading on my part.

 

Quote:
Originally Posted by OmniscientCause View Post

I can't stress how good of a buy ATVI is right now. I'd snag it before the upcoming earnings it's either the 11th or 22nd. Market was receptive to take twos shitty earnings and ATVI will beat them too
 
I'll bite. I'll buy two shares tomorrow, don't let me down ;).
post #9097 of 11853
Quote:
Originally Posted by MSchapiro View Post

I bought in today after that. Got in around $36.5, not the best trading on my part.

It hasn't been this low since sept and should have a strong quarter based off call of duty sales which up until recently was the highest grossing sales of consumable media last year behind only Star Wars. Every analyst I've seen that posts on Thompson has a target of 41-43. Being down almost 4 percent today off no news other than take two beating earnings is a preposterous reason to be down.
post #9098 of 11853
Talking about ConocoPhillips?

Woof, yup, down to $35 and change, but luckily it came off of the extreme lows. I'll probably swap the remainder for other oil stocks, or maybe BAC since it's so well beat down.
post #9099 of 11853
Switched my RDS.A to RDS.B (and bought some extra) because holding RDS.A in a tax advantaged account is apparently very much a bad idea.
post #9100 of 11853

Does anyone buy names within an industry based on Price to EV multiples?  Listening to analyst calls, they seem to recommend a stock when the multiple is lower than industry average but not having kept track over the long term, I don't know how this style of buying would work out.

 

In other news, my CPA told me my tax bill for this year...fvck that.  When you only have W-2 income and own a home but you owe a ton, it just doesn't make sense.  Well the numbers make sense but everyone acts like owning a home is a direct line to a tax refund.  Hell the baby this year won't help too much.

post #9101 of 11853
The only time I received a tax refund was for fiscal year 2011 when I had 6 months of work history.

Every subsequent year I've owed money.

frown.gif
post #9102 of 11853
Quote:
Originally Posted by SkinnyGoomba View Post

Talking about ConocoPhillips?

Woof, yup, down to $35 and change, but luckily it came off of the extreme lows. I'll probably swap the remainder for other oil stocks, or maybe BAC since it's so well beat down.

Why is BAC so beaten down?

 

I'm okay to hold COP for a while as one of my smaller positions. At worst it takes 5 years to pay off, although the 2% yield isn't much to write home about. 

 

NAP is interesting. I am not too sure what I think the VLCC market will do long term. Low oil prices and the US exporting should mean much more traffic, but what happens to rates when they eventually offload all the oil on the tankers speculators have been storing it in?

 

Quote:
Originally Posted by jbarwick View Post
 

Does anyone buy names within an industry based on Price to EV multiples?  Listening to analyst calls, they seem to recommend a stock when the multiple is lower than industry average but not having kept track over the long term, I don't know how this style of buying would work out.

 

In other news, my CPA told me my tax bill for this year...fvck that.  When you only have W-2 income and own a home but you owe a ton, it just doesn't make sense.  Well the numbers make sense but everyone acts like owning a home is a direct line to a tax refund.  Hell the baby this year won't help too much.

 

Don't get me started. I rent. Easily put in nearly 40%. 

post #9103 of 11853
BAC has energy sector loan book exposure and they already amped up their reserves last report. WF is the dog this time around. JPM, GS both have good energy sector exposure as well.

COP cut div, indicated no expectation of oil price rebound until '17, hinted at more credit downgrades.

Fun watching many of the energy sector tourists getting chewed up or making bank. No FOMO.

Those bearish China tourists as of late will mostly fail as well. The hard core China bears are quite silent this year while the tourists making a lot of noises.
post #9104 of 11853
Quote:
Originally Posted by jbarwick View Post

Does anyone buy names within an industry based on Price to EV multiples?  Listening to analyst calls, they seem to recommend a stock when the multiple is lower than industry average but not having kept track over the long term, I don't know how this style of buying would work out.

In other news, my CPA told me my tax bill for this year...fvck that.  When you only have W-2 income and own a home but you owe a ton, it just doesn't make sense.  Well the numbers make sense but everyone acts like owning a home is a direct line to a tax refund.  Hell the baby this year won't help too much.

I have to have extra taken out to avoid having to pay at the end of the year. I'll find out soon if having a dependent had much effect.

Quote:
Originally Posted by MSchapiro View Post

Why is BAC so beaten down?

I'm okay to hold COP for a while as one of my smaller positions. At worst it takes 5 years to pay off, although the 2% yield isn't much to write home about. 

NAP is interesting. I am not too sure what I think the VLCC market will do long term. Low oil prices and the US exporting should mean much more traffic, but what happens to rates when they eventually offload all the oil on the tankers speculators have been storing it in?

Don't get me started. I rent. Easily put in nearly 40%. 

Not exactly sure why BAC is so hammered, all the bank stocks have taken a beating, but they're pretty far off of 52 week highs.

Energy sector exposure is one thing, but it's about 30% off.
post #9105 of 11853
Quote:
Originally Posted by jbarwick View Post

Does anyone buy names within an industry based on Price to EV multiples?  Listening to analyst calls, they seem to recommend a stock when the multiple is lower than industry average but not having kept track over the long term, I don't know how this style of buying would work out.

In other news, my CPA told me my tax bill for this year...fvck that.  When you only have W-2 income and own a home but you owe a ton, it just doesn't make sense.  Well the numbers make sense but everyone acts like owning a home is a direct line to a tax refund.  Hell the baby this year won't help too much.

EV/EBITDA good for high leveraged cos and buyouts.

EBITDA alone is popular for VC or those recently public unicorns. Useless metric.
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