Official Investing Thread

Discussion in 'The Mainboard' started by Joe Louis, Jul 12, 2010.

  1. tmbrules

    tmbrules Make America Great Again!
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    Another interesting thing I think I heard was that subcribers didn't take to the price hike too well. So increasing programming costs and no ability to raise prices does seem like a recipe for disaster.
     
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  2. JohnnyChimpo

    JohnnyChimpo This man, Lenny Pepperidge, AKA Lenny the Pep...
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    This is what I think people don't think about enough when a stock falls 15% that has a 350 P/E ratio that they have absolutely nowhere to fall back on.
     
  3. High Cotton

    High Cotton Where does this fall in our Christian walk?
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    The news was saying China is a dead market to Netflix now, and so their intl growth is going to slow significantly.
     
  4. tmbrules

    tmbrules Make America Great Again!
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    Why was China market dead? Piracy or something?
     
  5. High Cotton

    High Cotton Where does this fall in our Christian walk?
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    Auburn Tigers

    Said China was kicking everyone out. Apple, Netflix, and other American internet/content firms.

    I'd expect there to be a Chinese netflix in the works if not already operating.
     
  6. Gallant Knight

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    there is definitely a finite amount they can charge. most people i know pay for nflx, but all of my friends have decent jobs with some disposable income. they are not noticing 8 bucks coming out of their checking account every month. for people with less disposable income, there has to be some limit of what they will pay.

    if i had to bet on this, i think nflx will be acquired by some other big tech company for a small fraction of what they are trading for now.

    i don't really gaf about nflx, but trying to caution some of you folks. but like i said a couple of days ago, we are all just guessing on this stuff.
     
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  7. JohnnyChimpo

    JohnnyChimpo This man, Lenny Pepperidge, AKA Lenny the Pep...
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    How long can this market keep this up?

    I still maintain that something doesn't smell right here.
     
  8. heelfan

    heelfan Well-Known Member
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    Agreed, there seems to be a confluence of negative signs, and yet the market is going up. I've bought a few gold stocks recently, wish I had bought more around 6 months ago.
     
  9. Hurley 864

    Hurley 864 Buy the ticket, take the ride
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    Might be the first bear market without inverted yields and/or widening credit spreads
     
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  10. Duck2013

    Duck2013 Hello
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    Congrats man. Has to feel great to have the final leg of the CFP behind you. I'm starting mine in Nov sitting for the test in Nov 17. Any advice?
     
  11. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    from what i have heard, paying up for Zahn is worth it. i used Kaplan but a lot of folks i know did both and thought Zahn was better for test prep ...
     
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  12. pockets

    pockets Lesser-Known Member
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    I did Zahn and thought it was great. I think they're all pretty similar and since I did it in college and didn't have someone pay for it, I wasn't paying Kaplan that much money.
     
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  13. * J Y *

    * J Y * TEXAS
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    After studying about 10 hrs for the AAMS I made an 84 on the first practice test. Gonna cram all day before i take the test at 6 on thursday. Joe Louis pockets the cffp people told me if I have my aams I can try to test out of the first two cfp modules. How much studying do you think I would have to do for those two tests?
     
  14. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    they're not "tests" at a center, like series 7 or the board exam. they're done online via kaplan or whatever your education vendor is on your own time. honestly the modules are just a lot of busy work. i wouldnt sweat it too much ...
     
  15. Duck2013

    Duck2013 Hello
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    I will definitely check Zahn out. I'm using Kaplan as well. Love their shit. The 7 and 66 was a breeze after preparing with their stuff. CFP obviously much more of a challenge, but I love their set up.
     
  16. * J Y *

    * J Y * TEXAS
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    I used Passperfect for the 7 and Training Consultants for the 66. Highly recommend both, especially TC. It was basically the test, and the program was much shorter than Kaplan and PP. Zahn sounds interesting. So annoyed I have to do the CFP stuff though.
     
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  17. pockets

    pockets Lesser-Known Member
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    It wont be too bad. Most of the older people that have to take the classes after work... that sounds horrible.

    Im studying for series 3, which will be absolutely horrible.
     
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  18. Doc Louis

    Doc Louis Well-Known Member
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    Netfrix iyam
     
  19. tmbrules

    tmbrules Make America Great Again!
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    :golfclap::golfclap:
     
  20. Corky Bucek

    Corky Bucek Placeholder for a Custom Title
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    What are your guys' opinions on Airlines, more specifically Delta and America Airlines?
     
  21. * J Y *

    * J Y * TEXAS
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    I'm definitely not going to get to study for it during the work day, I haven't gotten to for the AAMS. My boss doesn't care if I get the CFP or not. Its my branch manager that is making me do it. Im ok with it I guess, never hurts to have it and Ive already been asked a couple of times if I have it, probably because of those stupid commercials.
     
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  22. The Banks

    The Banks TMB's Alaskan
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    Alaska>Delta>American

    Depends on your beginning and end destination obviously.
     
  23. Corky Bucek

    Corky Bucek Placeholder for a Custom Title
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    I was asking about their stocks...
     
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  24. chopcity

    chopcity Well-Known Member
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    Alaska is the WOAT.. only saving grace is acquisition of Virgin. They make you rent ipads to watch movies for gods sake. UAL is bottom of the heap.
    Best run airline is DAL but they have a history of fuel hedging and while they've slowed on that, the other carriers are making money hand over fist by not hedging.
     
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  25. chopcity

    chopcity Well-Known Member
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    Is it possible?
     
  26. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    i did it while working full time. Three 3 hr classes/week online with kaplan, which cycled roughly 3 weeks on/2 weeks off through the first 6 modules. honestly the education portion is kinda BS, all the "tests" are take homes and you dont actually have to attend the classes. i got through everything in 1 yr self studying pretty much, going back and watching the lectures if i was really confused as i needed too ...

    shit really only gets difficult when you start prepping for the actual board exam, which for me was about 3 months worth of non-stop reading/test taking. that definitely sucked. but leading up to it, more of a time commitment thing than "difficulty" ...
     
    #6826 Joe Louis, Jul 21, 2016
    Last edited: Jul 21, 2016
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  27. JohnnyChimpo

    JohnnyChimpo This man, Lenny Pepperidge, AKA Lenny the Pep...
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  28. Rabid

    Rabid Fan of: DQ Treats
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    A levered S&P 500 fund (2x) had become 44% of my Roth IRA. I just took profits to rebalance and dial that back to 28%. it is a nice problem to have but I don't know what to do with the cash.
     
  29. Gallant Knight

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    have you heard of ORIG?
     
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  30. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    levered w/ s&p or inverse?
     
  31. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    any other BX owners know whats going on? only individual stock im holding and it was bought on a whim ... on fire since an earnings beat last week tho ...
     
  32. tmbrules

    tmbrules Make America Great Again!
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    Do you use the levered funds for long term? Do you just buy them and hold them in your IRA? I thought that there were roll costs etc?

    Also, what percentage cash do you think is appropriate? Ive been 10% cash since pre-brexit and with the market sitting on all time highs and an uncertain election outcome (so far) has me wanting to move up to 25% cash.

    Thoughts?
     
  33. tmbrules

    tmbrules Make America Great Again!
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  34. Rabid

    Rabid Fan of: DQ Treats
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    Long-term but also tactically adding and subtracting over time. There is definite drag. You don't get 2x and in a slightly positive year you're probably going to be negative (-2.03% vs. +1.37% in 2015, -4.21% vs. +2.11% in 2011). But the 3-yr annual return is +18.02% vs. +10.95% for the S&P 500 and the 5-yr is +20.36% vs. +12.47% for the S&P 500 so it does definitely pay off in a generally up market. The Sharpe ratio does lag the index so risk adjusted it may not work. That is why I try to be tactical and/or rebalance away when I think the market has run its course (like now).
     
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  35. Jim Brockmire

    Jim Brockmire I think you're wildly underestimating heroin.
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    Got in on Lands End a few minutes ago when it hit an all-time low. 14.43 a share.
     
  36. RavenNole

    RavenNole Well-Known Member
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    I ended up getting the CRPC which is a joke of a test. Clients rarely ask but if they do I just say that in Florida I noticed my conversations focusing on retirement so I decided to really focus on that and become an expert in that area instead of knowing a good amount about everything. Clients like that but in reality that's just a kop out because I don't want to study for CFP
     
  37. JohnnyChimpo

    JohnnyChimpo This man, Lenny Pepperidge, AKA Lenny the Pep...
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    So the results of European bank stress tests will be released at 9 pm London time today.

    lol at that coincidence?
     
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  38. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    Gdp up only 1.2% for the quarter

    However consumer spending went up a lot

    This economy makes no sense
     
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  39. tmbrules

    tmbrules Make America Great Again!
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    What am I missing? What is it coincidental with?
     
  40. WillySaliba

    WillySaliba Well-Known Member
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    Gmt -5 = what?
     
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  41. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    When the dow was closing
     
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  42. DollarBillHokie

    DollarBillHokie Usher is the worst
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    Oh yeah, passed level 1 of the CFA.
     
  43. * J Y *

    * J Y * TEXAS
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    Congrats.
     
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  44. tmbrules

    tmbrules Make America Great Again!
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    Congrats. Tough work.
     
  45. Rabid

    Rabid Fan of: DQ Treats
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    Congrats. Only two more springs to waste (if you're lucky).
     
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  46. Gallant Knight

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    Anyone ever buy or sell any silver or gold? Thinking about buying a 100oz bar of silver
     
  47. JohnnyChimpo

    JohnnyChimpo This man, Lenny Pepperidge, AKA Lenny the Pep...
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    I think a buying opportunity is available with Southwest Airlines (ticker: LUV)

    [​IMG]

    I like to utilize the MACD and Full Stochastics and while the MACD still needs to turn the corner slightly, the Stochastics are screaming 'oversold' or 'buy'. Anything under 20 is considered oversold and it's reading 4 on both Full and slow STO
     
  48. JohnnyChimpo

    JohnnyChimpo This man, Lenny Pepperidge, AKA Lenny the Pep...
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    buying silver/gold is basically shorting the stock indexes, which with the way the markets are acting ATM might be a good buy IMO

    Having said that, no I have never bought silver or gold
     
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  49. Baseballman86

    Baseballman86 Well-Known Member
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    Can somebody explain how an acquisition works for shareholders?

    I own some Carmike Cinemas stock and AMC first tried to buy them for $30 a share, that was rejected and now AMC offered $33 a share which is likely going to be accepted. Carmike shares currently sit at just under $31, which seems odd, but my question is, what happens if they agree to the buyout? Would my account just be funded with $33 per share?

    Why would the shares not be trading within a few percentage points of $33 if an offer for $33 is out there? Is that a sign that investors think the deal won't go through? Carmike actually accepted the FIRST deal of $30 per share but shareholders vetoed it. I'm fairly sure they eventually accept this one.

    Interestingly enough, they report earnings this afternoon.
     
  50. Frank Martin

    Frank Martin tough love makes better posters
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    No. Metals are fools investments.