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all of my preferred stocks and income instruments have taken a monster hit since the rumor of the bond buying stopped and mortgage rates and the 10 year treasury rose.

They are just about all back to par now.

so while they still generate income which is great, all of the capital gains i had went away

 
Siff- You still like TBF as a long term bull? Did it confirm the level you were looking for?
Both the daily and weekly charts are bullish. But don't think it will necessarily go straight up from here.

Dentist- I share your pain. Trying to determine if I want to buy more near these prices or find the exit.

 
Looking to get back into 3D. May buy into SSYS.
When I researched DDD and SSYS a few months ago, I preferred SSYS for reasons including pure focus on commercial (vs consumer) market, opportunity/catalyst from recent merger with Objet, lower short interest/relatively less volatile, lower P/E and PEG.

 
I was in(long) for a little while (I don't short), but was quickly reminded that high volatility, fad-type stocks are not my comfort zone and got out after an earnings bump. Would have done well to have held, but I slept better.

ETA-Chart does look to me like it has some upside now.

 
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all of my preferred stocks and income instruments have taken a monster hit since the rumor of the bond buying stopped and mortgage rates and the 10 year treasury rose.

They are just about all back to par now.

so while they still generate income which is great, all of the capital gains i had went away
I've also taken a hit in the last couple of weeks but will be watching these closely as I have a good chunk on the sidelines at the moment.

 
all of my preferred stocks and income instruments have taken a monster hit since the rumor of the bond buying stopped and mortgage rates and the 10 year treasury rose.

They are just about all back to par now.

so while they still generate income which is great, all of the capital gains i had went away
I've also taken a hit in the last couple of weeks but will be watching these closely as I have a good chunk on the sidelines at the moment.
I'm not sure if it's a temporary dip, or a trend. Those instruments are supposed to fall as interest rates rise.. but they seemed to fall pretty far given the relatively small increase in rates.

Really, I didn't buy them for the capital gain, just their yield, so i'm ok with what's happened, but it sucked to see about 5K worth of capital gains go away in about a month.

That was about a year worth of how much those instruments throw off in income to me.....

 
I thought I read they were getting into the consumer market.
I did the research early in the year and have been out of the stock since March. Could be a more recent development.

ETA- From last week:"3D printer maker Stratasys (SSYS) reportedly is in talks to buy smaller peer MakerBot, expanding its product line into the fast-growing consumer market."

http://news.investors.com/technology/060813-659350-stratasys-may-buy-3d-printer-makerbot-report.htm?ven=schf

 
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I thought I read they were getting into the consumer market.
I did the research early in the year and have been out of the stock since March. Could be a more recent development.

ETA- From last week:"3D printer maker Stratasys (SSYS) reportedly is in talks to buy smaller peer MakerBot, expanding its product line into the fast-growing consumer market."

http://news.investors.com/technology/060813-659350-stratasys-may-buy-3d-printer-makerbot-report.htm?ven=schf
I love SSYS video on how their Objet printers can be used in the dentistry profession. Now that I think about it, hey Dentist, what do you think of this? Would you find this useful? If not you, do you think the profession will embrace this over time?

LINK

 
all of my preferred stocks and income instruments have taken a monster hit since the rumor of the bond buying stopped and mortgage rates and the 10 year treasury rose.

They are just about all back to par now.

so while they still generate income which is great, all of the capital gains i had went away
I've also taken a hit in the last couple of weeks but will be watching these closely as I have a good chunk on the sidelines at the moment.
I'm not sure if it's a temporary dip, or a trend. Those instruments are supposed to fall as interest rates rise.. but they seemed to fall pretty far given the relatively small increase in rates.

Really, I didn't buy them for the capital gain, just their yield, so i'm ok with what's happened, but it sucked to see about 5K worth of capital gains go away in about a month.

That was about a year worth of how much those instruments throw off in income to me.....
They are falling because of future predicitions on rates not just the current move we have seen.

 
Dentist- I share your pain. Trying to determine if I want to buy more near these prices or find the exit.
Currently i intend to just hold. My strategy going into these issues was just to capture their yield and maintain my principle.

Any capital gains were just gravy.

So far I don't have any issues where i have lost money.. only issues where i am even or just LESS ahead.

let me know what you intend to do though

 
I love SSYS video on how their Objet printers can be used in the dentistry profession. Now that I think about it, hey Dentist, what do you think of this? Would you find this useful? If not you, do you think the profession will embrace this over time?

LINK
Did you see their video of the little girl whose doctors print out parts for her "magic arms"?

http://www.youtube.com/watch?v=tvgZJkSNz0w
Yeah, I've seen stories like this. Remarkable. There was a recent one on the front page of CNN that was about forming a custom tube to connect to the heart for a baby. The baby survived because of it. Awesome, awesome, stuff.

 
So anyone have a stock tip to share?

I like the 3D printers and no doubt they will continue to rise but I don't have the nerve for that ride. I compare it to Tesla.

My remaining small holdings are NOK, QCOR, and GMAN, all of which I plan on staying long.

I put a lot on VSI but got out when it returned to $46. I have 170 shares of AWR at 55.36 unfortunately. The whole water utility sector is lagging, I hope it rebounds soon so I can sell for a small loss. Planning to buy CRUS tomorrow. I bought it at 17.80 a few weeks ago but sold at 18.30 the next day. It continued to 23 but now its back at 18. I also foolishly day traded AAPL so I see this as an opportunity to get back on that wagon and hold long term. I'd also like to start a position with NG if the price is right tomorrow. Will add more share of NOK if it goes low 3.30s.

What stocks do you have your eyes on?

 
Not sure I'd touch AAPL.

Mining is taking a beating right now so I'd stay away from that.

I usually avoid retail but I've done really well with Abercrombie and Fitch.

But I want more $ in 3D and I'll probably sell some stock to get more into it.

 
I thought I read they were getting into the consumer market.
I did the research early in the year and have been out of the stock since March. Could be a more recent development.

ETA- From last week:"3D printer maker Stratasys (SSYS) reportedly is in talks to buy smaller peer MakerBot, expanding its product line into the fast-growing consumer market."

http://news.investors.com/technology/060813-659350-stratasys-may-buy-3d-printer-makerbot-report.htm?ven=schf
I love SSYS video on how their Objet printers can be used in the dentistry profession. Now that I think about it, hey Dentist, what do you think of this? Would you find this useful? If not you, do you think the profession will embrace this over time?

LINK
Paging Dentist.

 
Scarpaggio said:
Anyone in any Real Estate ETF. I'm a stranger to trading but follow this thread some.. Looking for long term hold type.
I've been in Vanguard REIT ETF (Symbol: VNQ) for the past year or more. I'm using this as a long term hold for RE. I might move a little more into here if it gets to 65 or below.

 
Dentist- I share your pain. Trying to determine if I want to buy more near these prices or find the exit.
Currently i intend to just hold. My strategy going into these issues was just to capture their yield and maintain my principle.

Any capital gains were just gravy.

So far I don't have any issues where i have lost money.. only issues where i am even or just LESS ahead.

let me know what you intend to do though
For some perspective on this, I had been investing in a fixed income asset of Goldman Sachs (symbol HYK). I had invested a chunk to get the 6% divvy, but then the stock appreciated over 10% in a 6 month period so I felt the need to cash out on half of it. The point is, even these fixed % assets will fluctuate and it's part of the game. The recent correction is the tip of the iceberg in terms of how much they can correct if you look at a 5 year history. If it's a long term place to park your money, I'd only worry if you bought well over par value.

 
Anyone own TSLA, it seems to be floating between $90-$100 I'm thinking of playing it when it drops and dumping at $99'ish for a quick 10%

 
Anyone own TSLA, it seems to be floating between $90-$100 I'm thinking of playing it when it drops and dumping at $99'ish for a quick 10%
From the numbers i've been watching, this seems like a good play. Bidu doing the same thing basically too.

Happy for my StepDad today. He's been a holder of Cooper Tires for quite a while. Think he bought just under 10. Buyout today for 35 a share.

 
Not sure I'd touch AAPL.

Mining is taking a beating right now so I'd stay away from that.

I usually avoid retail but I've done really well with Abercrombie and Fitch.

But I want more $ in 3D and I'll probably sell some stock to get more into it.
I didn't mean to say I was buying apple, I'm using CRUS as a derivative since they earn 90% of their revenue off apple. I'm in at 18.12, down to 17.69 I hope it stays above 17.

I bought NG at 2.38. Mining has taken a beating but I believe the market is trending down and metals will rise. Just trying to stay 1 step ahead. NG has already seen 2.12 but short of bankruptcy I am confident I can profit at some point in the future. I bought 1300 shares. I plan to keep adding 1000 every time it goes down 5% until I'm all in . Go GOLD, baby.

A&F rose rapidly 6 months ago and its been stable since. It has a similar P/E to Gap which I prefer as a retailer, and it beats other competitors like aeropostale and American eagle. Most of the opinions I read are pessimistic, I'm going to watch it for now.

I put in an order for RGR (storm, ruger & co) at 45.75. I think Obama can get the gun crowd riled up enough for another rally.

I plan to buy a small amount of GERN as a long term prospect. It's at 1.14 and I view 1.00 as a magic number, it's the water that crummy stocks float upon until they grow wings and fly.

Also looking at MM but it is up 30% in last 2 months and I hate to overpay but stubbornness is a bad trait so I will make a decision in the coming days.

Please keep sharing any stocks, especially ones that are near their 52 week low. I am always looking for companies to investigate.

 
Anyone own TSLA, it seems to be floating between $90-$100 I'm thinking of playing it when it drops and dumping at $99'ish for a quick 10%
It might work but I think it's risky. Look at their balance sheet. Assuming their property is worth what they claim, they have 100 million in equity and they are valued at what, 6 billion? If you believe the technology (I assume they make electric cars) is going to catch on then go for it but I could easily see it dropping to $75 and then lower. I am long QCOR but it is a good stock for a day trader. It has been extremely volatile this last month. Most days see 10% swings, some 20%. It is heavily shorted but the balance and income sheets are solid and good news is piling so it is trending up. Check it out.

 
What do you guys make of stocks like RAD (Rite Aid). It is buried in debt yet a massive pumper crusade and a creative earnings report are helping it blow up. From $1 to $3 in the last 6 months. BBY (Best Buy) is equally puzzling. Some one on this board called it which makes me think it had similar support to RAD. It has more than doubled in the last 6 months but the balance sheet still looks like crap. NFLX is starting to pull back from its inflated price of 250 but this one is a little different because Carl Icahn was the driving force. Seeing these stocks makes me realize I need to open an options account, especially with the whole market poised to start moving downward.

So what are your thoughts on grassroots campaigns driving up a stock like RAD? Is it smart to jump on when you see one developing, wait and short, or just avoid altogether?

 
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LULU f'ed my world up. Got in at 79. Stupid CEO deciding to bail CRUSHED it down to 64 in two days. Probably good time to buy more but I think it is going to fall more.

 
LULU f'ed my world up. Got in at 79. Stupid CEO deciding to bail CRUSHED it down to 64 in two days. Probably good time to buy more but I think it is going to fall more.
It looks like a director Dennis Wilson has sold 160 million worth of stock in the last month. They still have a good cash to debt ratio, but a P/E of 35 is ugly. Cost average down at 61 and you will get back to even at 70. I wouldn't stay long term, lululemon is a yuppy fad.

 
LULU may get a bounce soon, but I think it is very risky until the full story is known. A 51 year old doesn't just walk away from a CEO job without another one in place. I did a short-term trade a few months ago and was planning to re-buy until the recall of the sheer pants happened. I thought it was an incredibly bad judgement call to require people to put on the pants and bend over to prove sheerness. Refunds should have been made no questions asked if you had a pair of those pants. Gap's Athleta brand also looms out there for competition.

 
LULU may get a bounce soon, but I think it is very risky until the full story is known. A 51 year old doesn't just walk away from a CEO job without another one in place. I did a short-term trade a few months ago and was planning to re-buy until the recall of the sheer pants happened. I thought it was an incredibly bad judgement call to require people to put on the pants and bend over to prove sheerness. Refunds should have been made no questions asked if you had a pair of those pants. Gap's Athleta brand also looms out there for competition.
Yeah as soon as it gets back or close to my original investment I'll be getting out
 
Back into XONE, 340 @ $50.50. I want to buy 3D long term but there's money to be made trading this one, (I hope). And given early reports of the 3D conference in Pittsburg sound pretty good, we might see some positive news next week, perhaps even some upgrades or new positive coverage. Might be good for a few hundred bucks.

 
Back into XONE, 340 @ $50.50. I want to buy 3D long term but there's money to be made trading this one, (I hope). And given early reports of the 3D conference in Pittsburg sound pretty good, we might see some positive news next week, perhaps even some upgrades or new positive coverage. Might be good for a few hundred bucks.
Out at $52.75.

Will buy back if it dips.

 
I thought I read they were getting into the consumer market.
I did the research early in the year and have been out of the stock since March. Could be a more recent development.

ETA- From last week: "3D printer maker Stratasys (SSYS) reportedly is in talks to buy smaller peer MakerBot, expanding its product line into the fast-growing consumer market."

http://news.investors.com/technology/060813-659350-stratasys-may-buy-3d-printer-makerbot-report.htm?ven=schf
I love SSYS video on how their Objet printers can be used in the dentistry profession. Now that I think about it, hey Dentist, what do you think of this? Would you find this useful? If not you, do you think the profession will embrace this over time?

LINK
Paging Dentist.
I think that in general, dentists and dental labs are fairly slow to buy new technology until there have been longer term studies on things in the field.

We got very sick of being the beta testers for supplies over the years.

To the point where it was simply unwise to be a first adopter of anything.

Basically I know from my viewpoint, I want to be the 2nd or 3rd adopter on any new purchase or technology I get my hands on.

Being on the "cutting edge" just isn't what its cracked up to be... it's a nice marketing tool until it turns out the product you use doesn't work well and you have tons of profit draining redo's.. not to mention the ill will that causes with patients.

Everything in that link was being marketed towards dental labs... not individual dentists.. the labs that make things like crowns, mouthguards, etc.

Currently those things that the 3D printer was shown doing are already accomplished pretty accurately and cheaply with the materials we already have.

The industry really isn't clamoring for this type of technology because the exisiting materials are stable, inexpensive, reliable, and proven.

I think that the industry will eventually buy-in.. but dentists are a stubborn type to make tech alterations.. so I'd expect this to be 10+ years away from being mainstream.

 
Thanks for the response Dentist. Great insight.
I sent this to an orthodontist friend.. his response:

At the AAO (orthodontic meeting)-- all the rage were the Intra-oral scanners-- they were selling like hot-cakes--- at about $25,000 each. Right now, many of the "bells and whistles" orthodontists are picking these things up-- the same group that went nuts over the 3D cone beams 5 years ago.


I think that over the next 5 years over half of the orthos will go to intra-oral scans instead of taking impressions for records--- but most of these records will never be printed in 3D. For treatment planning, we are just looking at the models on the screen. What guys are doing is using these scans to send to dental labs for printing and then production of anything from Hawleys to Herbsts (orthodontic appliances). All of that to say, I don't think every orthodontist in the country will be using a 3D printer in their office, but I'll bet most labs will be purchasing one, if they haven't already. Most of the major labs already are doing 3D printing, so I'm not sure they'll be selling a huge number of these things.

In my own office, I don't think I would need to print anything. The only things I make in house are clear retainers and the occasional space maintainer. I doubt it would be worth the time/cost to do a scan and then print a 3D model (which the blank probably costs a couple bucks), as opposed to taking an alginate impression, pouring up in stone, and then doing a suck-down (maybe a $1 worth of materials). Also, I don't know that you can even solder or weld on these printed models-- the plastic or acrylic might catch on fire!

Anyway-- It could be a good investment, but I just don't think it's as rosy as what they say.
 
Waiting on the Fed. Here's a look at the Global Market YTD: (info via Morningstar)

Global Equity:

US- SPY: 16.9%

Asia - VPL: 7.8%

Europe - VGK: 7.2%

Latin America - ILF: -13.16%

Middle East - GAF: -15.59%

Global ex US- GWL: 5.68%

Australia - EWA: -3.82%

Brazil - EWZ: -15.82%

China - FXI: -14.56%

Germany - EWG: 8.66%

Japan - EWJ: 16.31%

S. Korea - EWY: -13.5%

Commodities:

Agriculture - DBA: -9.16%

Industrial Metals - DBB: -10.94%

Gold- GLD: -18.45%

Silver - SLV: -28.91%

Oil - USO: 4.76%

Nat Gas - UNG: 12.75%

Bonds-

Treasury - TLT: -5.48%

Corporate - HYG: 2.28%

Muni - TFI: -2.58%

 
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Waiting on the Fed. Here's a look at the Global Market YTD: (info via Morningstar)

Global Equity:

US- SPY: 16.9%

Asia - VPL: 7.8%

Europe - VGK: 7.2%

Latin America - ILF: -13.16%

Middle East - GAF: -15.59%

Global ex US- GWL: 5.68%

Australia - EWA: -3.82%

Brazil - EWZ: -15.82%

China - FXI: -14.56%

Germany - EWG: 8.66%

Japan - EWJ: 16.31%

S. Korea - EWY: -13.5%

Commodities:

Agriculture - DBA: -9.16%

Industrial Metals - DBB: -10.94%

Gold- GLD: -18.45%

Silver - SLV: -28.91%

Oil - USO: 4.76%

Nat Gas - UNG: 12.75%

Bonds-

Treasury - TLT: -5.48%

Corporate - HYG: 2.28%

Muni - TFI: -2.58%
Just sent you a tweet. Big announcement here in 5 min....

I think we could use some higher rates.... #TBF

 
Bill Gross just predicted a year-end 10 year yield of only 2%.
Yeah his point (as I understood it) was that the tapering talk is B.S. and eventually the FED will hit the gas again and this is going to be a good entry point.

Maybe he is right, but even Ben is saying we expect unemployment to come down, GDP to go up and if/when this happens we are going to taper.

Guess it all depends who you think is right for the next 6 or so months.

All I can tell you is that rates are still headed up, for the time being.

 
Back into XONE, 340 @ $50.50. I want to buy 3D long term but there's money to be made trading this one, (I hope). And given early reports of the 3D conference in Pittsburg sound pretty good, we might see some positive news next week, perhaps even some upgrades or new positive coverage. Might be good for a few hundred bucks.
Out at $52.75.

Will buy back if it dips.
Back in. 350 at $50.50

 
As I have said several times over the past 6 month or so, a fortune is going to be made in Gold and Silver. That day isn't today.

 
As I have said several times over the past 6 month or so, a fortune is going to be made in Gold and Silver. That day isn't today.
Yeah, I've set a mental benchmark of $3.25 on EXK. I think I'll dip my toe in if it hits that. From production numbers, how much lower can silver go?

 
As I have said several times over the past 6 month or so, a fortune is going to be made in Gold and Silver. That day isn't today.
Yeah, I've set a mental benchmark of $3.25 on EXK. I think I'll dip my toe in if it hits that. From production numbers, how much lower can silver go?
Who am i to tell you that's a bad idea? That said, If I have learned anything in here over the past two years it's to never try and catch a falling knife. You could have looked at the chart and made a similar statement several times between $11-$9, then again at $8 then $6.25 then $4.90 then $4.10.

I'd say that this $3.50 level is the most important test since $6. But if it goes past here, I think we are looking at $2.06.

In my mind when I think of hanging it up and parking myself on the beach full time I think of EXK hitting the $1.01 low of 2008 right around when Silver starts to show a leveling off around $10 followed by a big buy and a new FED QE program.

 

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