Official Investing Thread

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

  1. Rabid

    Rabid Fan of: DQ Treats
    Donor TMB OG
    Minnesota Golden Gophers

    I don't know my actual Beta but I'm 14% cash so I have to believe there is some alpha in there.

    FWIW--my fiancee is in IR
     
  2. LSUTigers1986

    LSUTigers1986 Well-Known Member
    Donor
    LSU TigersWashington NationalsWashington Football Team

    Inspire/aspire... Ive had some long days lately I'll chalk it up to that.

    And I swear Im the only male in IR. Basically Im behind the scenes and do all the research but still. Reminds of a pretty good article on dealbreaker back in the day about girls of IR Hedge Funds. I'd seek their alpha.
     
  3. Rabid

    Rabid Fan of: DQ Treats
    Donor TMB OG
    Minnesota Golden Gophers

    You busted me...that is what I'm doing to a T.
     
  4. tmbrules

    tmbrules Make America Great Again!
    Donor
    Clemson TigersChicago CubsCincinnati RedsChicago Bears

    What are the rates on your CC? By paying them off you are getting a return on your money of whatever the rate is. If your rate is say %12-%15 that is pretty hard to beat in the stock market, espescially if you have already had decent gains. Id pay those bitches off.
     
  5. tmbrules

    tmbrules Make America Great Again!
    Donor
    Clemson TigersChicago CubsCincinnati RedsChicago Bears

    As for "hold forever" I would consider using ETF's to get exposure to the market. If you dont want to do any research you can just buy shares of SPY (snp 500) or QQQQ (nasdaq 100) DIA (dow jones). If you want to do a little of your own research there are myriads of ETF's to gain exposure to whatever you want.

    I suggest using ETF's instead of individual stocks because it lessens the risk that one individual company will have something bad happen to it aka ENRON or BEAR STEARNS. If you want to put the time and research into it individual stocks can be a good avenue but if you dont have the time use ETF's
     
  6. jrmy

    jrmy For bookings contact Morgan at 702-374-3735
    Donor
    South Carolina GamecocksAtlanta BravesDallas CowboysNational LeagueAvengersBarAndGrill

    Introducing Scumbag Good Guy Politically Neutral Greg Smith:

    [​IMG]
     
  7. Clubber Lang

    Clubber Lang High Potentate
    Donor

    His eyes are so empty and black, it's like he has no soul. Yep, a Goldman employee.
     
  8. BP

    BP Bout to Regulate.
    Donor
    Atlanta BravesGeorgia BulldogsAtlanta Falcons

    And AAPL hit 600 earlier today :rain:
     
  9. Room 15

    Room 15 Mi equipo esta Los Tigres
    Donor
    Auburn TigersAtlanta BravesAtlanta FalconsUnited States Men's National Soccer Team

    Got in at 420 with my miniscule number of shares. Told myself I was going to sell at 600, but I kind of want to wait til Apple TV comes out (and to get out of short term capital gains)
     
  10. Darko the Snowman

    Darko the Snowman Crushing blow for AU. It's Georgia.
    Donor

    I'm sure this happens a lot and the regulars hate it, but...

    Anyone have any mutual funds they would recommend?

    I have about 5k laying around in low interest rate accounts and would like to grow it over the next 3-5 years to get a downpayment on a house or a car. Any suggestions or funds I should research?
     
  11. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
    Donor

    MISSED DA BOAT SON

    but some pimco stuff and vanguard emerging markets should be sufficient... get in on some asia
     
  12. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    Michigan WolverinesDetroit Tigers

    i will need to double check but 12-15% sounds about right ... damn you and your logical approach. as of today's nice bump in JPM & BAC i am up 24% on my current positions. just tough to pull the trigger and sell in this bull market
     
  13. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

    that's a tricky time frame to invest in stocks IMO. a lot can change in 3-5 years and especially with a presidential election coming up very hard to predict how things are gonna impact the market the next 3-5 years politically. i usually say 5 years + is where you wanna be to get involved with a stock fund, so maybe invest 50%, and put the rest in a short term bond fund (as discussed above)?

    based on some recent research the pharm industry has a very low beta in general (comparison of a stock's volatility in price compared to the market) and pays a high dividend, sounds right for an intermediate term time frame, you could find a pharm ETF i'm sure. but then you got Obamacare hanging out there (no idea how that impacts pharm tbh) so a lot could be changing. if you don't like the sound of that go with an index fund, so that you're not tied to one specific sector ...

    i like ETFs cause you can get a lot of exposure cheap (funds may charge a minimum that can limit you to one choice). You could set up a quick portfolio of large/mid/small cap US and mix in some int'l without much cost. target retirement funds also accomplish this but don't give you the flexibility ETFs do (can be bought/sold like a stock, no minimums) ...
     
  14. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

    for the Bloomberg ninjas, BI function ... pretty cool amirite?
     
  15. DollarBillHokie

    DollarBillHokie Usher is the worst
    Donor
    Virginia Tech HokiesTiger Woods

    Bloomberg Industries? I don't use it, but it seems like it could be helpful.
     
  16. 850

    850 >>>--;;;------------->
    Florida State SeminolesNew York MetsNew York GiantsWashington Capitals

    Apple to hold conference call at 9am to discuss 100B cash position

    Dividend forthcoming?

    :rain: :rain: :rain:
     
  17. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
    Donor

    absolutely, cant really see them continuing on without a dividend. prob start at what, 40 cents a quarter? something small, relatively, and see how the market reacts
     
  18. DollarBillHokie

    DollarBillHokie Usher is the worst
    Donor
    Virginia Tech HokiesTiger Woods

    You should probably be looking around $3/quarter (~2% yield, ~20% payout)
    Yields:
    MSFT - 2.45%
    INTC- 3.03%
    IBM - 1.46%
    CSCO - 1.60%
     
  19. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
    Donor

    damn thats a shit ton of cash money
     
  20. Halberstram

    Halberstram Droppin' science like Galileo dropped the orange
    Donor
    Georgia BulldogsAtlanta BravesAtlanta HawksAtlanta FalconsAtlanta United

    If they issue dividends, it would definitely be a departure from Jobs philosophy.
     
  21. Rabid

    Rabid Fan of: DQ Treats
    Donor TMB OG
    Minnesota Golden Gophers

    $2.65/qtr & $10 billion buyback.

    It was the proper thing to do. Hoarding cash is dumb.
     
  22. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
    Donor

  23. Room 15

    Room 15 Mi equipo esta Los Tigres
    Donor
    Auburn TigersAtlanta BravesAtlanta FalconsUnited States Men's National Soccer Team

    Anybody that likes to play (gamble on) penny stocks, check out AAPH. I've been in them for a while, and it's starting to make some noise.
     
  24. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
    Donor

    tax masters is now at 1 cent

    :yaoface:
     
  25. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

    yup some pretty cool shit in there. as opposed to just seeing "buy/sell/hold" and target prices w/ ANR you can read some actual analysis from bloomberg's team. just messing around i was able to find some stuff on PFE and their different revenue streams (prescriptions vs generics vs devices vs animal health). haven't checked it out for other sectors but it seems like a great place to get some ideas ...
     
  26. FAULK

    FAULK Not well liked.
    Donor

    Just opened an account with TDAmeritrade a couple days ago and am about to transfer funds to start buying some shares. Anybody here use TDAmeritrade and have any advice or recommendations about online trading through brokerages?
     
  27. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
    Donor

    sold my intel stocks. its like i just watched my child go off to college or gave a pet away...

    had it for nearly 2 years : ( :feelsbadman:

    but made 25% return :rain:
     
  28. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
    Donor

    shoulda used scottrade :twocents:
     
  29. super city

    super city Well-Known Member

    got in 500000 in ASYI on a gamble....up around 150-200% today :taz:
     
  30. 850

    850 >>>--;;;------------->
    Florida State SeminolesNew York MetsNew York GiantsWashington Capitals

    limit orders
     
  31. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

    how come? does TD fuck up market orders or something?
     
  32. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

    real talk or practice account?
     
  33. super city

    super city Well-Known Member

    for real...it was only like 2700 or so
     
  34. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

    i am contused what did the 500000 signify?
     
  35. super city

    super city Well-Known Member

    shares
     
  36. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
    Donor

    so.. did you sell ? how much prof
     
  37. super city

    super city Well-Known Member

    well i don't have any real time quotes so i botched the sell a little but still a good bit of profit...bought back in at .0105 in for 150000 for tomorrow...
     
  38. 850

    850 >>>--;;;------------->
    Florida State SeminolesNew York MetsNew York GiantsWashington Capitals

  39. super city

    super city Well-Known Member

    :killme:
     
  40. Room 15

    Room 15 Mi equipo esta Los Tigres
    Donor
    Auburn TigersAtlanta BravesAtlanta FalconsUnited States Men's National Soccer Team

    That's why I don't trade in subpennies anymore. I lost a decent hunk of cash (for a college kid) in TDCP.
     
  41. super city

    super city Well-Known Member

    its fun though
     
  42. Room 15

    Room 15 Mi equipo esta Los Tigres
    Donor
    Auburn TigersAtlanta BravesAtlanta FalconsUnited States Men's National Soccer Team

    Agreed. I still own stock in 2 penny stocks, but have been in both for a little while.
     
  43. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

  44. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

    called it a day on BAC, up 41% roughly, re allocated my monies to DFS. unfortunately i am in after a big jump already (41% ytd) but after a BEAST earnings call all my research seems to indicate there is still room to grow. few new analyst ratings came out putting them in the $39/$42 range. anyone have an opinion here? definitely long on this one ...
     
  45. RJF-GUMP

    RJF-GUMP Daubert Qualified in Cooler Thermodynamics
    Donor TMB OG

    how do yall feel about repos? Didn't realize what they were until right now. Seems kind of like the opposite of a short.
     
  46. LSUTigers1986

    LSUTigers1986 Well-Known Member
    Donor
    LSU TigersWashington NationalsWashington Football Team

    As in you you have that kind of money in Treasuries to even be talking about them?
     
  47. RJF-GUMP

    RJF-GUMP Daubert Qualified in Cooler Thermodynamics
    Donor TMB OG

    Just figured they'd be a sensitive topic because they're deemed a factor in causing the economic crisis of 08 and there have been efforts to regulate them now.
     
  48. LSUTigers1986

    LSUTigers1986 Well-Known Member
    Donor
    LSU TigersWashington NationalsWashington Football Team

    Ahh. Hmm. Ive never really heard that. Im thinking about short-term repos (overnight,2 days) but now I assume you are thinking about the rare longer-term ones? I know I just read something about the ECB essentially doing a "2-3 year repo" which is obviously essentially selling ST bonds. Got a link or something?
     
  49. RJF-GUMP

    RJF-GUMP Daubert Qualified in Cooler Thermodynamics
    Donor TMB OG

    Reading a book called The New Financial Dead. It's all about Dodd Frank. "While derivatives, securitization, and repos didn't cause the crisis, each exacerbated it due to perversities in the way these markets functioned." One of my friends works for Wilmur Hale, a top DC law firm, and they were working on presenting some repo regulation to congress.
     
  50. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
    Donor TMB OG
    Michigan WolverinesDetroit Tigers

    Bernanke speaks, market goes up ... i am contused