Official Investing Thread

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

  1. Ty Webb

    Ty Webb Living rent free in Jigga's head
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    That company is still around? The dumbest guy with a Series 7 that I've ever met used to fuck around with Dryships all the time back in 2011/2012.
     
  2. Beachy Toast

    Beachy Toast He wants you too, Malachi.
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    Yup; it's probably heading for another R/S too.
     
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  3. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    Doubled and tripled earlier this yr then crashed. Someone made an asston
     
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  4. Beachy Toast

    Beachy Toast He wants you too, Malachi.
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    Made a couple hundo so far.
     
  5. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    doesnt look like a smoking gun from comey is coming

    and so long as the tories hold on tonight the market may be poised to break out a bit

    just have to...

     
  6. dahldennsull

    dahldennsull Living in the best state
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    wonderfully have a bunch of stock in my company that hasn't vested, and the sum that has was given to me at a much higher price ($50+)... watched the stock drop from almost $50 at beginning of year to $31 now... just joyous, holding out

    Oh it's an energy company btw... no idea when I'll ever be able to sell this for anything worthwhile
     
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  7. Corky Bucek

    Corky Bucek Placeholder for a Custom Title
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    NVIDIA up 6%

    :feelsgoodman:
     
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  8. hawkeyeOUTeast

    hawkeyeOUTeast Well-Known Member
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    I've been holding off, waiting for a dip, said that at $124... it's going to $300
     
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  9. Rabid

    Rabid Fan of: DQ Treats
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    I had that at a former employer. 3-yr vest on restricted stock that got cut in half before I could do anything with it. It was a nice amount when granted but once it was cut in half it wasn't much of a retention tool.
     
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  10. dahldennsull

    dahldennsull Living in the best state
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    Oklahoma City ThunderCleveland BrownsOklahoma SoonersHouston Oilers

    ours is 25% over 4 years, but we get some more every year so helps backfill a little bit... recent addition was at least at a much lower stock price so that helps but bulk really got hit hard. Overall vested pot has cost basis of $49.00 and currently trading at $31.53... woof.
     
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  11. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
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    My regional bank (LTXB) is up 10% since yesterday morning. Financials are on steroids right now.
     
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  12. Frank Martin

    Frank Martin tough love makes better posters
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    I wish I had bought some of that bank when you mentioned it first. Good call.
     
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  13. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
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    Texas AandM Aggies alt

    Overall I'm only even FYI.
     
  14. Frankie Carbone

    Frankie Carbone eh che se dice
    Florida State SeminolesNew York YankeesNew York KnicksOrlando CityLazioUnited States Men's National Soccer Team

    Tech is getting crushed today. I'm assuming people are taking profits and putting into financials?
     
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  15. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
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    Taking profits, rotation and tech had some high profile downgrades/negative research reports come out in the last 1-2 days.

    For financials the 10-y is hiking upward and the house passed sweeping legislation to roll back Dodd-Frank. Additionally Comey's testimony was a non-event so there's more hope for DF repeal and tax reform to get done.
     
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  16. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    :trumpanzee:
     
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  17. Corky Bucek

    Corky Bucek Placeholder for a Custom Title
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    Doesn't matter still up 500%
     
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  18. tmbrules

    tmbrules Make America Great Again!
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    bloodbath on the Nasdaq today. Interesting that the S&P didnt follow.

    lechnerd Might be time to buy your vix calls.
     
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  19. Corky Bucek

    Corky Bucek Placeholder for a Custom Title
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    You mean Shock Linwood
     
  20. tigr2ndbase

    tigr2ndbase Well-Known Member
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    What are some decent low cost stocks to invest in? I just sold some company stock. Reinvested about half of it back into some stocks that are looking good for some returns. Just wondering what some smart TMB brethren think. TIA.
     
  21. Name P. Redacted

    Name P. Redacted I have no money and I'm also gay
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    $AMD
     
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  22. Jimmy the Saint

    Jimmy the Saint The future is a benevolent black hole
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    Define "low cost"
     
  23. tigr2ndbase

    tigr2ndbase Well-Known Member
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    $25 or less a share.
     
  24. hawkeyeOUTeast

    hawkeyeOUTeast Well-Known Member
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    Why don't you just use Motif and buy the $ amount of any stocks you want? If a stock is $500 and you only want to invest $100, you can do that using Motif. That's the app I play around with on the side.
     
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  25. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    Amd has more upside but a lot more risk

    Cisco is low 30s and pays a dividend. Its a dow stock so less risky but youre gonna get your 5% ish a year
     
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  26. Beachy Toast

    Beachy Toast He wants you too, Malachi.
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    I think you mean AyyMD.

     
  27. tmbrules

    tmbrules Make America Great Again!
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    https://www.ft.com/content/f9fef394-4e8d-11e7-bfb8-997009366969


    Shock Linwood
    Cost of ‘Black Swan’ bet on falling markets hits pre-crisis low

    The cost for hedge funds of taking out “Black Swan” insurance against a sharp fall for US equities has fallen to the lowest level since before the financial crisis as stock markets continue to touch all-time highs.

    Months of low market volatility has forced down the price of options allowing hedge funds to place bets that would make them 25 times on their money if the S&P 500 index fell by 7 per cent over the next month.

    “The price of constructing hedges against a fall in equity markets are at their lowest levels ever, while equity markets are trading at all-time highs,” said Deepak Gulati, chief investment officer of Argentiere Capital and former head of equity proprietary trading at JPMorgan Chase.

    “Historically low levels of volatility in options markets are providing the opportunity to construct long volatility positions with completely asymmetric pay-offs.”

    At a time when equity markets continue to grind higher and most investors are betting that volatility will remain low, the potential for big payouts worth many multiples of their cost is tempting a small number of hedge funds to take the other side of that trade.

    Options using the so-called one month 97-93 per cent put spread on the S&P 500, which requires the index to fall by between 3 and 7 per cent in a month to be profitable, currently allows a maximum profit of $4 for contracts that cost $0.16, or a 25 times return, according to Bloomberg data.

    Expectations of market volatility, which make up an important input into how much options bets cost, have been plumbing new lows this year. Earlier this month, the Vix index, which tracks the implied volatility of the S&P 500 over the next 30 days, closed at the lowest level since 1993.

    Last month the Financial Times reported that Ruffer, a $20bn London investment company, had been buying up large amounts of contracts linked to the Vix index priced at half a dollar as part of a hedging strategy for its portfolio, earning it the moniker “50 Cent” among bemused traders.

    At the same time, low expected volatility also allows traders to make cheap bets using options on the US stock market also rising in value.

    The so-called 3 month 105-110 per cent call spread on the S&P 500, which needs the index to rise by 5 to 10 per cent over three months to be profitable, would generate a profit of up to 38.5 times. This compares to an average pay-off ratio for an identical call spread of 5.6 times over the past decade.
     
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  28. Beachy Toast

    Beachy Toast He wants you too, Malachi.
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    I got caught in a short squeeze on DRYS. :feelsbadman:
     
  29. Arkadin

    Arkadin inefficiently efficent and unclearly clear
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    Anyone ever hop in on MO?

    Been mentioning it every now and then for years now

    saupload_d434d4b76888de7c1fd09a38dbba83a8.png

    Summary
    • Altria is just three raises away from a Dividend King status, having raised its dividend for 47 years in a row.
    • The company keeps chugging along with no apparent hiccup on the horizon.
    • Count on Altria to boost your dividend income once again - probably by as much as 8-9%.
     
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  30. beist

    beist Hyperbolist
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    I have owned MO for 15 years or so. When I first started getting into stocks as a teenager my great uncle told me to buy Philip Morris because they pay a good dividend and sell something that people are literally addicted to. He was right.
     
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  31. tmbrules

    tmbrules Make America Great Again!
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  32. Bo Pelinis

    Donor TMB OG
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    This article talks about long term investing and then outlines that things like World Wars, Climate Change, or any other major disasters could have a negative impact in the long term.

    Uh...duh? Of course we don't know that the United States will remain the world's economic superpower and political hegemony. But unless we see any actual evidence of it happening there's no reason to assume that 1 year is better than 30 years. Of course there's greater risk in the long term than in 1 year. But if you take actual historical trends and apply them to the future, long term investing is the way to go for most people insofar as it relates to retirement (unless new data indicates it's time to jump ship).
     
  33. tmbrules

    tmbrules Make America Great Again!
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    I think the study is challenging this assumption. I am a little busy right now so haven't read about / thought through the whole thing yet. But I do find it interesting to think about. I certainly feel like the market is overvalued right now and i find the flow of money into passive index funds concerning.

    http://onlinelibrary.wiley.com/doi/10.1111/j.1540-6261.2012.01722.x/full
     
  34. Bo Pelinis

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    Thanks for the link. Those guys are way smarter than me so I will have to defer, I suppose. I think the market is overvalued now, as well, but the reason for passive index funds to exist in the first place is to mitigate individual stock risk. What's the alternative? You're still investing in individual companies. It's just through a lower volume spread throughout the market to avoid individual stock blow ups (like ORIG, GM in 2008/2009, or any other major corporate bankruptcy) Most people do not have the time or knowledge to appropriately invest in individual stocks for retirement (this doesn't apply to regular investing, to me).

    Hire a professional? The same amount of money would still be in the market if they're picking individual stocks. That's the primary way people invest for retirement. That is, unless you're really worried about major events shaking the foundation of our economic system. Then you can buy gold or stuff the cash in your mattress, I suppose.
     
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  35. pennstate2012

    pennstate2012 Well-Known Whore
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    It's tough to view the market through the eras of history because there are so many differences. I could see passive funds being in a bubble, but think how much money is going into the market every paycheck with someone's 401k/deferred comp plan. Those aggregate contributions buffer the market IMO.
     
  36. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    wow, amazon is buying whole foods.
     
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  37. Rabid

    Rabid Fan of: DQ Treats
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    Whole Amazon seems like a weird combination.
     
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  38. Capstone 88

    Capstone 88 Going hard in the paint
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    I'm trying to think of what their play is here. I know Amazon is moving into the food space, but it will be interesting to see how this acquisition fits in their strategy.
     
  39. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    owning everything. target under 50, walmart getting smashed too. all the grocer distributors will get squeezed from a margin perspective.

    i posted it in the other thread, but imagine if amazon buys out a self driving car/delivery type service. they would have complete horizontal integration
     
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  40. Capstone 88

    Capstone 88 Going hard in the paint
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    Yea, I'm thinking this is going to be their entry into the organic market since WF owns those relationships/contracts/etc.
     
  41. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    WOW who knew?!

    :awesomeface:
     
  42. Rabid

    Rabid Fan of: DQ Treats
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    By all the distributors, I think you mean mostly UNFI. Distributors have shit margins to begin with though. 4% EBITDA margin is a goal. There isn't much room to squeeze there.
     
  43. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    oh i get that, but if there was ever a massive ass company to squeeze it out of them, it'd be amazon.

    the target/wal-marts are getting smashed because of what this could mean 5 years from now
     
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  44. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
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    I think it's genius.

    They tap into the upscale market, they get prime real estate and they slide into the grocery space which they have wanted to do. Remember their commercial a few months back for the cashier-less grocery stores? By buying Whole Foods the entire setup is primed, they don't have to start from scratch. The big complaint about Whole Foods are the whole prices and their biggest appeal is the selection of food and updated stores which millenials love. Amazon will figure how to merge these two issues and find a happy medium.

    The people who should really be concerned are FedEx, UPS and DHL. Amazon hints at what they do before they go big and they've already developed a small delivery service. Now they may decide to buy one of those large delivery services which would change the game.

    Other sector that should be shitting their pants is pharmacy. CVS and Walgreens are in trouble as well b/c Amazon is coming for them too.
     
  45. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
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    Texas AandM Aggies alt

    Anyone been following Merck's Keytruda?

    It's the first agnostic successful cancer treatment, meaning it doesn't care about the type of cancer. It's a clear winner over rival opdivo. There are currently thousands of studies underway for Keytruda, it's obviously hot in the medical community. ~30% quarter over quarter growth (currently at $1/2 billion per qtr) and ~120% yoy. This is going to be a blockbuster.
     
  46. Rabid

    Rabid Fan of: DQ Treats
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    The rumor had been if the Rite-Aid/Walgreens merger doesn't go through, AMZN would make an offer for RAD.
     
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  47. BP

    BP Bout to Regulate.
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    http://www.investors.com/news/techn...r-trials-to-investigate-keytruda-tied-deaths/
     
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  48. je ne suis pas ici

    je ne suis pas ici Well-Known Member
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    fuuuuck

    amazon gonna be the company from Wall-E
     
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  49. WillySaliba

    WillySaliba Well-Known Member
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    Lidl is coming to America shortly as well. https://www.usatoday.com/story/money/business/2017/05/17/first-lidl-stores-open-june-15/101777904/

    WSJ has been covering Whole Foods as well in recent weeks because they really were getting squeezed. Couple that with margins that are currently at an all time low for the industry and Lidl has been know to completely eliminate margins just to get people into their doors. They literally destroyed grocery markets in many countries throughout Europe.

    Going to be interesting.
     
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