Talking stocks, trading, and investing in general

Discussion in 'Business, Careers & Education' started by mikeman, Feb 2, 2011.

  1. spreadcollar

    spreadcollar Senior member

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  2. Contingency Plan

    Contingency Plan Senior member

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    I was late to the party on ARM; what stock would you guys buy to take advantage of the upcoming mass adoption of smartphones?
     
  3. alphaO888

    alphaO888 Senior member

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    [​IMG] I need to go to a job fair but so far intra day i'm 8/9 on my plays, all making decent $$. I think they have room to fall more.

    tzoo down 4+%
    sina down 5+%
    sohu down 4+%
    yoku trading flat,
    bidu down 3+%
    fdx down .3%
    TSLA down 3+%
    CRM down 2.8%
    OPEN down 5+%

    nflx down 2.2%
    apkt down 1.7%
    amzn down 2%


    Too bad half of the names that you have listed above cost over 30% annualized to even borrow nullifying any gains you have by shorting.
     
  4. alphaO888

    alphaO888 Senior member

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    If you guys had 1000 to invest...what stocks/MF/ETFs would you invest in?

    Forget all stock and ETFs - you wouldn't be able to justify the brokerage fee for just making a trade with only 1000 bucks.

    Buy into an index fund (mutual fund) they're fee free as long as you hold for 30 days.

    No one here is going to be able to give you proper advice on how to beat the market. Less than 12% of all mutual funds beat the market over a 15 year return. Unless you're an active professional (key word) investor you should just put any money you want to put into stocks in an index fund that tracks the Russell 3000.
     
  5. Pantisocrat

    Pantisocrat Senior member

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    [​IMG]
     
  6. SkinnyGoomba

    SkinnyGoomba Senior member

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    Forget all stock and ETFs - you wouldn't be able to justify the brokerage fee for just making a trade with only 1000 bucks.

    Buy into an index fund (mutual fund) they're fee free as long as you hold for 30 days.

    No one here is going to be able to give you proper advice on how to beat the market. Less than 12% of all mutual funds beat the market over a 15 year return. Unless you're an active professional (key word) investor you should just put any money you want to put into stocks in an index fund that tracks the Russell 3000.


    If you're buying multiple stocks yes, but if you buy 1 stock it's not long to make up $7. With only $1000 I'd probably buy 1 stock and just add another stock to the portoflio when you have another $1000. I know it's all eggs in one basket, but as you keep investing you'll build a larger portflio.

    I stick to large cap dividend stocks and try and buy them at a discount to the market and when they're out of favor and just hold them for a long long time. 50B plus, I like buying stocks that are big enough that alot of people would step in had they started to go downhill dramatically.
     
  7. yjeezle

    yjeezle Senior member

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    If you're buying multiple stocks yes, but if you buy 1 stock it's not long to make up $7. With only $1000 I'd probably buy 1 stock and just add another stock to the portoflio when you have another $1000. I know it's all eggs in one basket, but as you keep investing you'll build a larger portflio.

    I stick to large cap dividend stocks and try and buy them at a discount to the market and when they're out of favor and just hold them for a long long time. 50B plus, I like buying stocks that are big enough that alot of people would step in had they started to go downhill dramatically.


    thhis is my current strategy... mix that in with a few small cap stocks and... you're set.
     
  8. alphaO888

    alphaO888 Senior member

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    If you're buying multiple stocks yes, but if you buy 1 stock it's not long to make up $7. With only $1000 I'd probably buy 1 stock and just add another stock to the portoflio when you have another $1000. I know it's all eggs in one basket, but as you keep investing you'll build a larger portflio. I stick to large cap dividend stocks and try and buy them at a discount to the market and when they're out of favor and just hold them for a long long time. 50B plus, I like buying stocks that are big enough that alot of people would step in had they started to go downhill dramatically.
    Not to be a d*ck but you sound like you know nothing about creating a portfolio, let alone investing. Let me know when you finally reach that 100% return to buy that second stock in your portfolio after you pick that first winner with your entire equity base. My suggestion to the OP stands and anyone who agrees with SkinnyGoomba either seriously does not know what they are talking about or is Julian Robertson himself.
     
  9. Pantisocrat

    Pantisocrat Senior member

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    You guys are such small timers. I've never owned anything for more than a few seconds.
     
  10. Slopho

    Slopho Senior member

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    Not to be a d*ck but you sound like you know nothing about creating a portfolio, let alone investing.

    Let me know when you finally reach that 100% return to buy that second stock in your portfolio after you pick that first winner with your entire equity base.

    My suggestion to the OP stands and anyone who agrees with SkinnyGoomba either seriously does not know what they are talking about or is Julian Robertson himself.


    I don't think he meant that he'd get a 100% return, I read this as at somepoint this guy will get another $1000 from some place and invest it the same way.
     
  11. alphaO888

    alphaO888 Senior member

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    Nevertheless owning a one stock portfolio doesn't let you diversify away any non-systematic risk and would be the exact same thing as going to the casino with the money.
     
  12. yjeezle

    yjeezle Senior member

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    Nevertheless owning a one stock portfolio doesn't let you diversify away any non-systematic risk and would be the exact same thing as going to the casino with the money.

    the beauty of large dividend yielding stocks is that they don't fluctuate as much as mid-cap or small-cap, and they pay a certain albeit small yield every quarter.

    if you're investing anything less than $500 a month, i think it's more prudent to try to focus on 1 or 2 large cap dividend stocks simply because the brokerage fees alone can eat you alive.
     
  13. ginlimetonic

    ginlimetonic Senior member

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    Nevertheless owning a one stock portfolio doesn't let you diversify away any non-systematic risk and would be the exact same thing as going to the casino with the money.
    your casino analogy is weak and incorrect. Having a concentrated portfolio is not necessarily a bad thing.
    the beauty of large dividend yielding stocks is that they don't fluctuate as much as mid-cap or small-cap, and they pay a certain albeit small yield every quarter. if you're investing anything less than $500 a month, i think it's more prudent to try to focus on 1 or 2 large cap dividend stocks simply because the brokerage fees alone can eat you alive.
    You know that dividends are just a transfer or retained earnings to the investor... the only difference is taxation- capital gains or dividends are preferable. Large dividend stocks generally means they have less growth opportunities (by sustainable growth rate formula)
     
  14. alphaO888

    alphaO888 Senior member

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    your casino analogy is weak and incorrect. Having a concentrated portfolio is not necessarily a bad thing.
    For someone who only has $2000 dollars telling them to buy 2 stocks is suicide and pointless especially nowadays with the advent of ETF's and fee free index mutual funds. My casino analogy is quite accurate. Telling someone who is asking for investing advice on this board to buy one or two stocks with 100% of their capital is ridiculous. The OP obviously has no investing experience if he's posing this question on Style Forum (fyi, this isn't Stock Forum). By asking him to pick one stock (dividend yielding or not) is the exact same thing as going to a casino and gambling your money away. If you think my argument is weak you should go read a book that isn't that well known called The Intelligent Investor by a not so well known equity investor named Benjamin Graham.
    Large dividend stocks generally means they have less growth opportunities (by sustainable growth rate formula)
    Theoretically there would be very little to no difference as the investor would see the return as a dividend or as a capital gain in the price of the stock. There still is no point in buying one or two stocks with 100% of your money. Any argument against that is complete uneducated bullshit.
     
  15. Slopho

    Slopho Senior member

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    I'll take a look at this book from Graham. Thanks for the recommendation.
     

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