Discussion in 'Business, Careers & Education' started by mikeman, Feb 2, 2011.
Waiting for Royal Dutch Shell to pull its head out of its ass and start performing again.
profit warning on friday. Xom, cvx, ect are having no problems performing,
So why are you waiting for a turn around? There are better options out there.
I like the dividend and it's priced cheaply. They changed CEOs so they should be moving in the right direction soon enough.
Anyone investing in PE firms, specifically KKR or BX?
I'm going to initiate a position in BAC soon.
I doubled mine yesterday at 17. Why wait?
XLNX hit a 52 wk high after earnings. Highest level since the 2000 bubble.
MA split, and the bump I was expecting happened!
Lastly, RL is turning into a real dog.
What is your time frame?
1 year, which is probably too short, given that the investments PE firms make are made with a 4-5 year time horizon.
So then why are you considering it?
IBM... sack of shit.
I feel crazy considering buying more bac at $17, but it's probably a good bet considering they seem to have gotten it together and next up would be a dividend hike. Being literally the only stock I own that does not pay a significant dividend, I'm excited at the prospect of changing that.
Because PE firms have made investments years ago that are paying off now, which should be reflected in their earnings.
Just bought BAC @ 17.08.
What about CG? I picked it up a little after Barron's mentioned, up 15% I think so far
And I want more bank stocks but too much right now for me
I've decided against other financials, so no PE firms. I have an ETF for broker dealers and BAC for their retail, M&A, and cap markets exposure.
I have enough cash for one more sizable position. Then I will hold my positions for one year.
Separate names with a comma.