Stock Thread 2018

[redruM]

For the love of God, man. Dump those stocks and invest in Gold. The market is going to crash!

B- but it's a silver miner/producer

On of my go-to gold stocks is Barrick. I would rather pick paper over physical because of how easy it is to liquidate.

it CAN have an inverse correlation to the economy. Obviously that is not saying once the market crashes ABX shoots up. But it is a stock I used to hedge some losses in the past.

I'm expecting explosive gains, especially in the junior mining sector, over the next couple of years... but owning mining company stock is not a proxy for owning gold. There is no gold-related stock, fund or ETF that offers the same benefits as owning physical gold. Diversification, always.

 

[zanshin]

I wasn't insinuating that they had only beat this quarter, just the nonsense of the headlines and jumping on it as if it has much of any bearing on whether to buy or sell a stock. What if all that and more is already priced into the stock?

nVidia's EV/LTM Revenue multiple, not it's valuation - it's multiple, has almost doubled in the last twelve months, and it's EV is up by almost 150%. The company would need to have its workers shitting $100's all quarter for four quarters for that to make any sense. nVidia stock in insanely high priced right now. Oh and much of their growth/outperformance is due to demand from bitcoin mining. No risk in that...

Nvidia.. I shorted it on Friday after the earnings pop, and was up 4-5K as the market was going deeper and deeper into the red and Nvidia was sliding. The handful of metrics indicating safety play were rising consistently. It very much looked like people wanted to de-risk before the weekend, and I was expecting a tidy profit locked in before the close. So off I rode to the office , and by the time I got in an hour later, my lead evaported to almost nothing as I rapidly closed the position before it was overrun.

If I had to guess, I would say PPT, with quite inspired timing, as the market looked absolutely poised for another big down day. And had that gone through, it would have weighed heavily on the psyche and stewed over the weekend, and more people would have made plans to hedge or get out.

Right now, various futures and the propaganda sphere are looking very encouraging for the longs today (Mon) so far, 5 hours before the open. I have a small handful of calls in play; powder is dry. Thinking about a large long position for a commodity swing trade.

 

[Cycle61]

Good for you guys who have the time and mental bandwidth for day trading. I’ve shifted my positions away from US equities towards international, and have been able to capture similar gain over the last few years without huge exposure to single country risk.

 

[Removed 3]

anyone track the difference in performance between an emerging markets equity fund and an international fund?

i've always had held the perception that int'l was more volatile, but times like these, it prompts me to consider if i should tweak the asset allocation a bit

 

[rodr]

anyone track the difference in performance between an emerging markets equity fund and an international fund?

i've always had held the perception that int'l was more volatile, but times like these, it prompts me to consider if i should tweak the asset allocation a bit

Emerging markets are, of course, international. Their prospects are heavily influenced by government and politics and so I suggest looking at specific countries.

 

[Reli]

Depending on the fund company of course, emerging markets are usually only a subset of international, and is therefore more volatile. During a correction it usually falls harder than US equities do, only because it is considered a "risk" trade, not because the countries involved are bad.

 

[Removed 3]

Emerging markets are, of course, international. Their prospects are heavily influenced by government and politics and so I suggest looking at specific countries.

do you mean be aware of countries that are run by govts perceived to be corrupt or countries that are taking on too much debt to grow?

 

[rodr]

do you mean be aware of countries that are run by govts perceived to be corrupt or countries that are taking on too much debt to grow?

Yep. Putting your money into the hands of a corrupt regime doesn't work very well. Even in developed economies.

I guess some fund managers will apply good judgment in that regard, just know what you are getting into.

 

[zanshin]

do you mean be aware of countries that are run by govts perceived to be corrupt or countries that are taking on too much debt to grow?

Quoting for the humor value in unintended partial* description of the US.

* - absent is the bit about militarist insanity and millions of US-caused deaths


Conservative, mainstream numbers on Iraq carnage:

http://web.mit.edu/humancostiraq/

Yellowcake! WMD! Links to (CIA-orchestrated, but never mind) al-Qaeda! Freedumb one Tomahawk at a time! No, we had no plans to destroy Iraq, Libya, Syria, Iran all neatly laid out before 9/11!

Now afm199 likes to complain - "take this to the politics forum" - without addressing anything substantively.

But weapons and war - both kinetic and financial - *are* the lifeblood of the US economic machine. To ignore this is to deny reality and history. Markets cannot be modeled and understood without the larger picture.

Here are insights penned during the Shrub Jr. presidency, and which pertain all the more today:

https://www.globalresearch.ca/why-america-needs-war/5328631

Read, learn, wake up. Understand markets and politics better. Understand why America is despised the world over, and why global polls put it at the top of the list of threats to world peace. The time for inane flag-waving is long gone.

 

[Smash Allen]

Oh look a globalist shill

 

[Blankpage]

Prior to the great crash I owned a few international funds. One invested in Russia with a 5% front loaded fee, the other invested in South America.
The Russian fund performed well but that huge upfront fee meant I was gaining a lot less than the charts would indicate.

I noticed an interesting thing about the two though. Despite them supposedly not having any holding in common they both tracked each other almost exactly over two years. When I compared them to other foreign funds I saw a similar trend. The fees would have made a difference to your account but the performance of the funds meant it hardly mattered which one you picked.

 

[rodr]

Now afm199 likes to complain - "take this to the politics forum" - without addressing anything substantively.

Well duh. It may or may not be addressed substantively, but the PF is the place for it.

Note I could have said more about politics in my previous post but didn't.

 

[Removed 3]

Quoting for the humor value in unintended partial* description of the US.

* - absent is the bit about militarist insanity and millions of US-caused deaths


Conservative, mainstream numbers on Iraq carnage:

http://web.mit.edu/humancostiraq/

Yellowcake! WMD! Links to (CIA-orchestrated, but never mind) al-Qaeda! Freedumb one Tomahawk at a time! No, we had no plans to destroy Iraq, Libya, Syria, Iran all neatly laid out before 9/11!

Now afm199 likes to complain - "take this to the politics forum" - without addressing anything substantively.

But weapons and war - both kinetic and financial - *are* the lifeblood of the US economic machine. To ignore this is to deny reality and history. Markets cannot be modeled and understood without the larger picture.

Here are insights penned during the Shrub Jr. presidency, and which pertain all the more today:

https://www.globalresearch.ca/why-america-needs-war/5328631

Read, learn, wake up. Understand markets and politics better. Understand why America is despised the world over, and why global polls put it at the top of the list of threats to world peace. The time for inane flag-waving is long gone.

when you rant like this, is it that you think you can get members to follow you? or worship you? because you assume we are not as informed as you? it doesn't belong in the stock thread. everyone is trying to manage their own portfolios responsibily with the information they gather on their own. your view of the world is very extreme.

 

[Reli]

Oh look a globalist shill

Like it or not, that's what this world is moving towards. It started with international trade, then the telegraph, then steamboats, then airplanes, then stock exchanges, then Mutually Assured Destruction, and now the internet......You can't stop it. The world is becoming smaller and smaller. 100-200 years from now, if you want your own society, you'll have to find another planet.

 

[Smash Allen]

Like it or not, that's what this world is moving towards. It started with international trade, then the telegraph, then steamboats, then airplanes, then stock exchanges, then Mutually Assured Destruction, and now the internet......You can't stop it. The world is becoming smaller and smaller. 100-200 years from now, if you want your own society, you'll have to find another planet.

this has nothing to do with this thread

the world is becoming smaller and smaller, but with more market entrants, not fewer

it's easier to compare financial information and with international financial standards there are more potential investments and increased investor confidence

america is not globally despised, unless you are referring to the people who want to see one global currency and one global nation

i don't subscribe to that. we should celebrate our differences and comparative advantages. fight for your team but respect the others

 

[Reli]

If it has nothing to do with this thread, why'd you bring it up?

 

[Smash Allen]

If it has nothing to do with this thread, why'd you bring it up?

JFC I’m bringing the thread back on topic after Zanshin experienced a bout of diarrhea

How is your portfolio doing? Do you think that was the January Slump just pushed back to early February? Or do you think there is a larger correction coming?

 

[afm199]

Quoting for the humor value in unintended partial* description of the US.

* - absent is the bit about militarist insanity and millions of US-caused deaths


Conservative, mainstream numbers on Iraq carnage:

http://web.mit.edu/humancostiraq/

Yellowcake! WMD! Links to (CIA-orchestrated, but never mind) al-Qaeda! Freedumb one Tomahawk at a time! No, we had no plans to destroy Iraq, Libya, Syria, Iran all neatly laid out before 9/11!

Now afm199 likes to complain - "take this to the politics forum" - without addressing anything substantively.

But weapons and war - both kinetic and financial - *are* the lifeblood of the US economic machine. To ignore this is to deny reality and history. Markets cannot be modeled and understood without the larger picture.

Here are insights penned during the Shrub Jr. presidency, and which pertain all the more today:

https://www.globalresearch.ca/why-america-needs-war/5328631

Read, learn, wake up. Understand markets and politics better. Understand why America is despised the world over, and why global polls put it at the top of the list of threats to world peace. The time for inane flag-waving is long gone.

And once again, this thread is about stocks. Not about politics. Not about globalism, and not about world peace or flag waving. please take political rants to political thread.

 

[budman]

Please leave politics out of the discussion..... which is hard but I would expect it to be such now.

Thank you.

 

[E.HONDA]

positions have been exited except 2 wild cards. Curious to see how the next month or two pans out.