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Talking stocks, trading, and investing in general - Page 634

post #9496 of 11182
Quote:
Originally Posted by chogall View Post
 

 

Not entirely correct IMO.  Google is more on search/intent based ads whereas FB sells display ads.

 

On the other hand, Buzzfeed cut their 2016 sales projection from $500M to $250M, meaning display ads on social networks are either being priced down or eating dirt.


Not surprising.  Those ads aren't effective.  I don't know about others, but I have never clicked on a FB ad.  I use ad-block because of how many websites use auto-play ads or ads with animations which are distracting, but even before I used it, I never clicked on FB ads.  Google ads were at least often relevant.

post #9497 of 11182
Well then, I'm looking forward to buying some FB on the dip!
post #9498 of 11182
SMLP seems to be recovering. The private fund that created it has been buying on the open market, figuring that a 13% yield that is growing and not terribly well connected to commodity pricing might be a good value. (Not so long ago, the market was willing to take something closer to 5%.)

About 10 days ago, I had to raise some cash for taxes-- I sold Nestle (NSRGY) and put about 1/4 of the amount into SMLP, with the somewhat arbitrary goal of keeping the dividend income from that account the same. Nestle is up since then, but so far the SMLP position is up the same amount.

We'll see if fashions change again on this one...
post #9499 of 11182
Well, buying strongly into index funds during the dip has paid off.
post #9500 of 11182
Quote:
Originally Posted by Piobaire View Post

Well, buying strongly into index funds during the dip has paid off.

This is a contrarian indicator that the market has peaked for 2016.

Sell sell sell!!
post #9501 of 11182
GLF WTH. Was up 20% today, I sold all my shares, put in buy orders for the come down and have already started to buy back in a tiny bit at 6.

From 5.80, to 6.60, now back down to under 6 again, all within a day. Wow.


Today I added more to FB under 110,

and opened positions in MSFT (at $51) and UAL (at $51)
post #9502 of 11182
Quote:
Originally Posted by GreenFrog View Post

This is a contrarian indicator that the market has peaked for 2016.

Sell sell sell!!

I know you're just joking (or are you? uhoh.gif ) but I'm in it for the long term so if there's a drop now it's really meaningless in the long term as I bought in on a big dip.
post #9503 of 11182
I need to buckle down and figure out some 5+ year opportunities. Had a lot on my plate the past 2 weeks.
post #9504 of 11182

I'm holding off on buying now.

 

Either the market keeps going up and I make money or the market goes down and I have cash to deploy. 

 

Market stagnates and I can use the cash to maybe put a downpayment on a home. 

post #9505 of 11182
Yeah, I'm holding off on buying right now too. I'm still confused as to why we're at the levels we're at right now.
post #9506 of 11182
I'm at the upper limit of where I want to hold too. If most of my stocks go up around 5% I'm selling quite a bit but it would take about 10-15% drop on many of them for me to start adding more. Meaning I'm closer to selling than buying and expect/hope for some dips in the reports and sitting on 30% cash as mentioned earlier.

Bought into a few new ones recently... so I'm back in airlines, AAL today bought a bit, and UAL a few days ago.
post #9507 of 11182
Quote:
Originally Posted by GreenFrog View Post

Yeah, I'm holding off on buying right now too. I'm still confused as to why we're at the levels we're at right now.

Interest rates are low. Hard to find yield at other places. Oil was really leading the market down, but seems to have found some stability. 

 

I own COG so was annoyed to see NY deny the constitution pipeline its permit. Hits me both in higher electrical costs and is basically going to take, at a a minimum, a year of profitability away from them. 

post #9508 of 11182
Fuck.
post #9509 of 11182
Quote:
Originally Posted by chogall View Post
 

 

Thesis haven't changed at all.  Cell phone replacement cycle lengthen from 2 years to 3+ years from subsidies going away.

 

Largan's Q1 results reaffirmed the thesis, down 22% Y/Y, and Q2 guidance down 20%+ as well.

 

But AAPL is (was) a hard short; crowd favorite, central bank darling. Hard to fight Swiss National Bank!

 

 

Quote:
Originally Posted by chogall View Post
 

 

Because

 

1) its less than 10% of its business.  Like GOOG ex search, FB ex display ads, AMZN ex retail/AWS.

2) ~10% Y/Y growth @ $20B FY15 vs ~30% Y/Y growth @ ~$210B outside of services

 

Oh, and hardware slowing down means service slowing down as well.  Just ask WinTel.

 

 

Quote:
Originally Posted by GreenFrog View Post

Fuck.

 

Hi.

post #9510 of 11182
Well, APPL's down to 96. I just doubled my position on it and will add more if it gets closer to 90. I'm ok with this. Good company, I think a little dividend action, and I'm happy to trim at 105-110 and sell at 120-130. Give it a few weeks and it'll be back to 105-110, an easy 10-15% gain. errr here's hoping.


TWTR... well I sold off some stock today before the close expecting a drop. I'm buying up lots at 15.5 and assume it might open even lower tomorrow. Not that I think it's a good company, but I'm in and want to get out and have to lower cost plus it seems to regularly wiggle between 15-18 give or take and I'll make money in between.

Also, MU, what a day! up what 10% or something? Plenty of upside historically but this much of a bump in a single day and I'm happy to trim plenty off and wait for it to come back down. Currently and unfortunately one of my biggest holdings and biggest losers. Well this one and TWTR. Both of which I want to just get out of ASAP.
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