Official Investing Thread

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

  1. kentucky75

    kentucky75 Well-Known Member

    General Electric (NYSE: GE) upgraded by Oppenheimer from Perform to Outperform. Bernstein also upgraded GE from “market perform” to “outperform.
    :getmoneyfuckbitches:
     
  2. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    JPM up since i bought it, yeah same line of thinking as you Rabid ... w/o facts and shit
     
  3. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    was recently looking stuff up for a sibling and we went with scottrade, $500 min deposit and no fees (or so i'm told) aside from commissions. have a few commission-free ETFs so really you don't have to pay much to get started, although their ETF roster was more limited than Ameritrade/Schwab etc ...
     
  4. RavenNole

    RavenNole Well-Known Member
    Baltimore RavensTampa Bay LightningChelsea

    I always forget in this thread now that I'm working in finance I need to be itt more
     
  5. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
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    Nietzsche famously said "What does not kill me makes me stronger." The corollary is "What constantly rescues me makes me weaker." The world will only stop looking for bailouts when policy makers stop handing them out. -- John P. Hussman, Ph.D.

    GOT DAMN thats fucking awesome
     
    Dr. Chim Richalds likes this.
  6. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    big moves today, talking heads on cnbc mentioned 13000 1st quarter next year ...
     
  7. 941Gator

    941Gator TMB's resident beach bum
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    Florida Gators

  8. Frank Rizzo

    Frank Rizzo Tell dem pigs to fuck off
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    It really feels as if the market is primed and ready to take off. The big caveat being Europe obviously. If things get settled down in Europe then I think that you could see a really good rally to start off the year.

    I'm really torn because I think the market is underpriced, but i dont think that Europe can make it through this mess as a whole (i think its inevitable that at least Greece leaves the Euro and maybe a couple other countries too.)

    So trying to time all of that is clearly not possible which is why Volatility remains so high.
     
  9. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
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    intel bitch

    just called scottrade and told em to cut me a hunny spot from my dividends... dunno if other brokers do it, but scottrade cutting a check and putting it in the mail same day fo free? :smugdog:
     
  10. Rabid

    Rabid Fan of: DQ Treats
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    DMND bitch.
     
  11. DollarBillHokie

    DollarBillHokie Usher is the worst
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    Any idea if there is an online broker that has JPM's equity research for free?
     
  12. Rabid

    Rabid Fan of: DQ Treats
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    There shouldn't be. Brokerages don't give that shit out to competitors.
     
  13. DollarBillHokie

    DollarBillHokie Usher is the worst
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    Yeah, I'm pretty sure someone has CS's research so I was hoping somebody would have JPM's.
     
  14. LSUTigers1986

    LSUTigers1986 Well-Known Member
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    Schwab has Credit Suisse. When I worked there they used to have someone much better (I really want to say it was like Goldman or MS) but they dropped it for CS because of the price.
     
  15. RU-Omega Potato

    RU-Omega Potato We play 'til the gun you crotchety old bitch.
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    Yep, they'll cut you a check for free. Easier way is to just get their debit card.
     
  16. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    most retail brokers should be doing this. why get a check though? can't ACH it to your bank account?

    my dividends (not that i am taking them, i reinvest) settle to a cash account the day after and i could request an electronic distribution or check
     
  17. Frank Rizzo

    Frank Rizzo Tell dem pigs to fuck off
    Donor

    I got the JP Morgan "U.S. year ahead 2012" and "Portfolio Strategy 2012 Outlook" e-mails this morning. I dont think I can get in trouble for passing them along if you are interested. PM me your e-mail.
     
  18. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
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    scottrade has a debit card? the fuck? they just cut mine this morn, said i'd have it tmrw

    :badger:
     
  19. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    welp i think i'm going all financials in the next few quarters, picked up some BAC shares today, also looking at HCB and adding more to my JPM positions if it creeps back below $30 in the short term. pure value buy when it comes to BAC, i don't know when they'll come back but feel pretty comfortable that some time down the road $5.40 a share will be a good buy ....
     
  20. RU-Omega Potato

    RU-Omega Potato We play 'til the gun you crotchety old bitch.
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    The only thing Scottrade will do for free is cut you a physical check and mail it or hook you up with their debit card. You pay a fee for every other method of withdrawal.
     
  21. DutchTiger

    DutchTiger Well-Known Member
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    I just don't know about BAC. They're going to unload merrill at some point. Still have legal issues. Lastly, how will they become as profitable again?
     
  22. tjosu

    tjosu This is kind of like the breakfast club, huh?
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    So, question for the people that are active in this thread. It's a question about financial reporting, so you can kindly skip this post if you feel like it, I don't blame you.

    I'm in a theory of financial reporting class for my Master's right now, and we talk a lot about the complexity of financial reporting and various standards and stuff. How many of you actually read the financials/disclosure notes for some of your investments? Do you feel that they are problematic (too complex, require a high level of user sophistication, too aggregated)?

    I'm looking at it with an accounting background (albeit limited) so I feel like my opinion is different than the normal investor. Any thoughts appreciated
     
  23. Halberstram

    Halberstram Droppin' science like Galileo dropped the orange
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    They are way too sophisticated, the standard investor has no idea what all of it means. Not mention the amount of disclosures has increased probably tenfold in the past 10-20yrs.

    Working with them on both sides it's a bitch to do all this work when the vast majority of people don't care at all about them.
     
  24. RU-Omega Potato

    RU-Omega Potato We play 'til the gun you crotchety old bitch.
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    Far too complex and sophisticated for the common investor (that's me).

    I've tried multiple times to make sense of reports only to simply give up in frustration with a headache.

    It's a big reason I started researching and learning about technical analysis which I actually enjoy very much.
     
  25. LSUTigers1986

    LSUTigers1986 Well-Known Member
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    Im in investor relations so I have to write/read those things. Theyre boring as hell to any average person but you can get some good info in there. Theres a reason they try and bury stuff in there (not that analysts don't go over it with a magnifying glass). You pick up on things after especially comparing sections Q/Q or Y/Y.
     
  26. Rabid

    Rabid Fan of: DQ Treats
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    I read them. I'm sophisticated and shit. I don't care about people that can't or aren't.
     
  27. Biff Bridges

    Biff Bridges The words. You are good with the words man
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    I'm a financial advisor and have worked with a few guys who were million dollar producers and I guarantee not one of those guys ever read them. When I was a trainee, I got laughed at when I asked how many prospectuses they all read.
     
  28. Rabid

    Rabid Fan of: DQ Treats
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    That isn't their job.
     
  29. Biff Bridges

    Biff Bridges The words. You are good with the words man
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    Thank God for me because I have the reading comprehension of a 2nd grader 1/2 dose short on his ritalin. No way I could read that stuff and get anything from it.

    Honest question, who does read those other than attorneys?
     
  30. Rabid

    Rabid Fan of: DQ Treats
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    Analysts: Sell side (Investment banks) & Buy side (hedge funds, mutual funds, etc)
     
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  31. tjosu

    tjosu This is kind of like the breakfast club, huh?
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    Awesome, sounds like the answers I expected and the stance I've taken on it all semester

    They're all way too complex, and a lot of disclosures and that shit is really vague. This is the one area of the class that we've talked about that actually kept my interest somewhat
     
  32. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
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    [​IMG]

    for one, i dont wanna read shit, i wanna see return on my investment, and i DGAF about voting or any of that either, the whole reason smart fuckers and a BoD exists is to get me return on my investment... i wish only the people who knew what they were doing were allowed to vote, i will gladly allow a bigwig to proxy my vote
     
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  33. tjosu

    tjosu This is kind of like the breakfast club, huh?
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    Perfect yaoface
     
  34. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
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    and i dont get a like ?! :huh::crossedarms:
     
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  35. tjosu

    tjosu This is kind of like the breakfast club, huh?
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  36. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    anyone feeling good about PFE? i keep waiting for them to drop a bit with Lipitor going generic, doesn't seem like it's gonna happen ...
     
  37. Hogview

    Hogview Fan of the Green board, Razorbacks
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    I dont read shit. I've found the best way to invest takes 3 things. 1. The business section 2. A dart 3. Blindfold. If you master these three things, you will never worry about money again.
     
  38. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    :respek:
     
  39. Clubber Lang

    Clubber Lang High Potentate
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    I'd add in getting lucky at when to pull money out of the market then put it back in.
     
  40. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    no luck involved i am more efficient than teh markets
     
  41. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    wow thread needs a bump. was looking at some stuff on JPM today, noticed their price/book was .70, financial industry .84 and S&P 500 1.64 (per Reuters). initially i'm thinking "hell yes i was right to buy JPM, good value" but then i got to thinking about the reasons why financials would have such a lower ratio compared to the S&P. came to the conclusion that it probably has more to do with their stock prices coming down, rather than their book values going up. sorta made me think about how price ratios work, seems like they can tell you the relative value compared to other common stocks but still can't tell you a whole lot about the company. i've tended to avoid companies with high P/Es from the outset, thinking that they didn't have much room to grow. i guess that's a pretty flaud strategy. my new year's resolution; improve my knowledge on what to look for on income statements and balance sheets, then if i think a company is solid, confirm the company's stock is a good value based on where it's trading ...

    that's my random thought to get the thread going again, additional insight would be appreciated (like what you guys look for on accounting stuff) :ohgosh:
     
  42. southside

    southside Well-Known Member
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    sounds like you want to start trying to calculate true intrinsic values. enjoy!
     
  43. Joe Louis

    Joe Louis no thank you turkish, i'm sweet enough
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    do i need a CFA to do that? or can a Bloomberg terminal do it for me? :pray:
     
  44. SWIMFAN

    SWIMFAN Waiting for 2016: New President, New Coach
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    fucking markets dont give a shit about your EPS, the market cares more about your sector or even the economy as a whole. i mean jesus christ why does it fucking matter if 10000 more people got houses in the midwest, does that mean the tech sector needs to go up 10% and the dow go up 250 for no other reason than fucking "good feelings about the market turning around?"

    even so, more and more financial institutions are fucking betting on COUNTRIES not even on individual sectors

    i got some damn good value stocks with damn good EPS... they have been choppin round (decent dividends) but FUCK DAMNIT CMON STOCK PRICE
     
  45. southside

    southside Well-Known Member
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    short answer: there is no perfected way of calculating it. calculating correct intrinsic value is the key to becoming warren buffet rich.

    you should read The Intelligent Investor and then lots, and lots of more on the subject. And then a little more. And then some more. It's one of, if not the, most difficult valuation of a stock to calculate.
     
  46. southside

    southside Well-Known Member
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    short term, fuck no they don't. especially not in these times. long term? could be yes, could be no.
     
  47. .Ephemeral Gardens.â„¢

    TMB OG

    Just here to thank the president for eliminating 15% of my net worth since he took office.
     
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  48. TAXTAXTAX

    TAXTAXTAX Well-Known Member
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    S&P 500 Index is up 47.5% since Obama was inaugurated, so I don't think that's who you should be blaming.
     
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  49. DutchTiger

    DutchTiger Well-Known Member
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    Uh, wut? You can't seriously be itt blaming the president for that. POTUS has very little to do with the economy.