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TheUnhorse posted:Hey guys, I'm just wondering what good stocks are out there with longterm stability and solid dividends? If you are planning on long term, maybe you should stick to this thread, especially if you aren't a fan of buying individual stocks.
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Feb 19, 2011 22:11
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Looking at the NFLX chart, their insane p/e, and knowing that they are approaching a time when they'll have to renegotiate some of their content agreements, I'm thinking I want to bet on their slide. What would you guys recommend, long term puts or simply shorting the stock?
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Feb 19, 2011 23:37
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TacoHavoc posted:Looking at the NFLX chart, their insane p/e, and knowing that they are approaching a time when they'll have to renegotiate some of their content agreements, I'm thinking I want to bet on their slide. What would you guys recommend, long term puts or simply shorting the stock? Long term OTM puts. They're pretty expensive, though.
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Feb 19, 2011 23:54
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Nifty posted:Long term OTM puts. They're pretty expensive, though. Yeah, I know I'm not the only person thinking that way. I'll decide for sure Monday.
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Feb 20, 2011 00:09
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TacoHavoc posted:Looking at the NFLX chart, their insane p/e, and knowing that they are approaching a time when they'll have to renegotiate some of their content agreements, I'm thinking I want to bet on their slide. What would you guys recommend, long term puts or simply shorting the stock? Many have tried, and many have been burned. Which isn't to say its the wrong call now. http://www.businessinsider.com/whitney-tilson-netflix-survey-2011-2
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Feb 20, 2011 02:36
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Foma posted:Many have tried, and many have been burned. Which isn't to say its the wrong call now. Yeah, I agree that everyone that has the service loves it, but I am predicting that content providers will put the screws to Netflix and ruin anything good they have going. Starz, Sony, and Disney (ABC included) all have agreements expiring in a calendar year or less. Everything I've read indicates that the content providers are going to go after more money for the same or more limited content rights. Maybe it's too long a term play now, but I can't see netflix's success continuing on the same trajectory. Slightly longer term, I see the fundamentals of internet access and how it affects Netflix changing. If Republicans manage to throw a wrench into net neutrality and we end up with a tiered internet pricing structure, or ISPs move to metered bandwidth, all those customers that are thrilled with streaming will suddenly become less enthralled with it.
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Feb 20, 2011 03:33
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TacoHavoc posted:Yeah, I agree that everyone that has the service loves it, but I am predicting that content providers will put the screws to Netflix and ruin anything good they have going. Starz, Sony, and Disney (ABC included) all have agreements expiring in a calendar year or less. Everything I've read indicates that the content providers are going to go after more money for the same or more limited content rights. Maybe it's too long a term play now, but I can't see netflix's success continuing on the same trajectory. So they pay 4-5x as much, its not going to hurt netflix. If anything they'll jack everyones rates up a buck and no one will notice/care. Starz/Sony/Disney aren't going to withhold content altogether. The net neutrality thing might be a problem, but it isn't going to pass the senate/obama. So you're looking at least 2+ years down the road. Thats a long time for netflix stock to keep going up. If amazon decided to go seriously into the dvd renting/streaming business, I'd be worried about netflix maybe. But their little "video on demand" thing isn't a serious proposition/competition right now. Actually I don't know why no one else wants to do a cheaper monthly rental service, its all $3/view crap. Baddog fucked around with this message at 06:09 on Feb 20, 2011 |
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Feb 20, 2011 05:19
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Baddog posted:So they pay 4-5x as much, its not going to hurt netflix. If anything they'll jack everyones rates up a buck and no one will notice/care. Starz/Sony/Disney aren't going to withhold content altogether. Don't forget the boost they are going to get when Blockbuster is completely liquidated (not just hanging on a dead thread with Chapter 11).
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Feb 20, 2011 06:02
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Foma posted:Many have tried, and many have been burned. Which isn't to say its the wrong call now. I'm sorry Whitney, but are you completely ignorant of anything related to people under 40 who don't make $1m+?
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Feb 20, 2011 07:26
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Dr. Jackal posted:Don't forget the boost they are going to get when Blockbuster is completely liquidated (not just hanging on a dead thread with Chapter 11). Good points guys. Thanks for the insight.
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Feb 20, 2011 13:17
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Never thought I'd have a job where I can honestly say this, but I hate holidays.
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Feb 21, 2011 02:58
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Thanks a lot everyone, this is my favorite stock thread to lurk on. So much more interesting than the trolls on yahoo's boards. I was curious what the general consensus about AMD was? I know Intel has better chips, but I've always gone with the better value and don't mind sacrificing a little to save money. I only own a couple hundred shares and was curious if it looks like this stock will drop down or pull itself up over 10?
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Feb 21, 2011 15:47
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So how are those gold shorts working out 
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Feb 21, 2011 19:33
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MrMojoJak posted:Thanks a lot everyone, this is my favorite stock thread to lurk on. So much more interesting than the trolls on yahoo's boards. I was curious what the general consensus about AMD was? I know Intel has better chips, but I've always gone with the better value and don't mind sacrificing a little to save money. I only own a couple hundred shares and was curious if it looks like this stock will drop down or pull itself up over 10? most of the recent run-up was riding on the run-up of a rumor about acquisition by dell. Not to say AMD has a decent line of chips and they wont have a one-time earning hit because of the sandy-bridge incident. (But that has already touch intel's eps already, and it wasn't too bad). Only thing that could drive AMD up (that doesn't drive up the general market or the tech-sector) would be surprise earnings/guidance or actual acquisition. Same for the down side, I don't really see anything that could crush AMD down that wouldn't drive the entire sector down. 1400 gold  at least the market is closed today so we will have to wait until tomorrow to see all the stocks go take a 3% dive.
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Feb 21, 2011 20:53
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RR Donnelly, with a free cash flow yield of about 12.7%, is perhaps the last cheap stock in existence in the US markets. I hope their earnings tomorrow morning are crap; I might want some.
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Feb 22, 2011 03:03
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Anyone have reasons not to hold a REIT in a ROTH IRA over a long term? Dividends not getting taxed is nice. Specifically looking at DLR because of the tech slant and the constantly growing dividend. COR isn't paying a dividend yet, but news points to it being soonish. antishock fucked around with this message at 04:22 on Feb 22, 2011 |
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Feb 22, 2011 04:18
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antishock posted:Anyone have reasons not to hold a REIT in a ROTH IRA over a long term? Dividends not getting taxed is nice. High-yield bonds Any high-turnover active stock fund Real estate/REIT Small-cap active fund are good in Roth(tax-sheltered)... probably best to ask in the Long-Term thread I used to hold CIM in my Roth for their 15%, and the stock swings between 3.5 (post-div) and 4.3 (pre-div). Dr. Jackal fucked around with this message at 07:13 on Feb 22, 2011 |
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Feb 22, 2011 07:10
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Hobologist posted:RR Donnelly, with a free cash flow yield of about 12.7%, is perhaps the last cheap stock in existence in the US markets. I hope their earnings tomorrow morning are crap; I might want some. RGR I think ERTS is tremendously undervalued vis a vis Zynga being valued at $10 billion. I just wish the valuation was done before their last conference call (which is where the 20% spike came in), I would have put every single dollar I owned into it. Now... on paper I know it seems good but in my head the 20% jump looks scary. edit: i hope i used vis a vis correctly there lol abagofcheetos fucked around with this message at 08:42 on Feb 22, 2011 |
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Feb 22, 2011 08:32
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Oh my poor Windstream. Clearly the situation in Libya makes it more unlikely that rural America will desire high speed Internet. But on the plus side, the situation in Libya also stops people from wanting open-source Linux software. Roll over and die, Red Hat. Hobologist fucked around with this message at 19:39 on Feb 22, 2011 |
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Feb 22, 2011 15:57
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abagofcheetos posted:So how are those gold shorts working out gently caress off, I was able to see the recent run on gold and got out, saving me a few pennies. GLD is approaching its 52 week high, so who knows what's going to happen. I'm figuring it will continue its current trend and fall a bit. Still, it's wildly frustrating and I think I'm just going to back off for now. E: Today and tomorrow are actually going to be extremely telling. If it can't bust through 139 it's going to fall a good deal. At least my play on AMERICA'S RECOVERY is paying off big time with FAGIX. Go America! gently caress Gold! Mr.Brinks fucked around with this message at 17:46 on Feb 22, 2011 |
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Feb 22, 2011 17:38
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Baddog posted:
Well today, amazon decided to make streaming video free for its prime members. http://www.amazon.com/Video-On-Demand/b?ie=UTF8&node=16261631 Looks like kind of a small library to me, but its a start to getting competitive.
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Feb 22, 2011 17:59
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I had a feeling I should have sold last week. Guess I gotta wait this out.
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Feb 22, 2011 19:24
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the only thing keeping me in the green today is my... NFLX short
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Feb 22, 2011 20:01
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Mr.Brinks posted:gently caress off, I was able to see the recent run on gold and got out, saving me a few pennies. GLD is approaching its 52 week high, so who knows what's going to happen. I'm figuring it will continue its current trend and fall a bit. Still, it's wildly frustrating and I think I'm just going to back off for now. I just don't understand why you would play chicken with a commodity that has consistently gone up every year. Often used as a hedge against currency inflation where the only time it loses value is during period of deflation, not to mention it being such a finite resource (it boggles the mind how little physical gold there is in the world compared against the leverage of the entire investment community). I often think there is more paper gold out there than the real thing. The economic policies of nearly every nation in the world spurns inflation in order to get us to spend. There are so many better commodities to short over gold if you want to make some quick money for instance agricultural products or aluminum, which have historically lost greater value during periods of deflation coupled with overproduction. CHK is on tear lately with earnings announcement and another shale gas sale.
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Feb 23, 2011 02:42
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owDAWG posted:I just don't understand why you would play chicken with a commodity that has consistently gone up every year. Often used as a hedge against currency inflation where the only time it loses value is during period of deflation, not to mention it being such a finite resource (it boggles the mind how little physical gold there is in the world compared against the leverage of the entire investment community). I often think there is more paper gold out there than the real thing. The economic policies of nearly every nation in the world spurns inflation in order to get us to spend. There are so many better commodities to short over gold if you want to make some quick money for instance agricultural products or aluminum, which have historically lost greater value during periods of deflation coupled with overproduction. Consistently gone up every year? We are talking about gold right? Have you ever looked at a 50 or 100yr gold chart?
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Feb 23, 2011 02:51
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greasyhands posted:Consistently gone up every year? We are talking about gold right? Have you ever looked at a 50 or 100yr gold chart?
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Feb 23, 2011 03:51
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You don't even have to adjust for inflation for gold to be ugly. "gold consistently goes up year after year" is one of the most misinformed investment opinions I've ever heard. Gold flat lined for 20 years then zoomed into the stratosphere in the last 3-4 years.
greasyhands fucked around with this message at 05:52 on Feb 23, 2011 |
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Feb 23, 2011 05:50
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Any opinions on RES? Jack of all trades oilfield services company with huge amounts of recent growth, low debt, and they're slowly and cautiously expanding into international markets. My main concern is that the short interest is 23.60%. Potential for a short squeeze, but I hate having the feeling that people know something I don't. I've done all the research and I like the company, so at this point I'm looking for reasons to pass.
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Feb 23, 2011 17:47
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Shorting gold in a monetary expansion period is crazy let alone ones that resembles stagflation. Ps exxon mobil is a beast and lucky to not be in a shtf country right now.
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Feb 23, 2011 18:13
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Christobevii3 posted:Ps Petrobras is a beast and lucky to not be in a shtf country right now. fixed.
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Feb 23, 2011 21:28
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Can someone explain what is going on here: http://www.google.com/finance?client=ob&q=NYSE:AIB The stock has been around 0.80 or so for the past few months but looking back a few months on that chart does not reflect this anymore. What went on between Friday and Wednesday? Did it have some sort of reverse split? What Yahoo! Finance shows: http://finance.yahoo.com/q?s=aib EDIT: I am blind, thank you Turkeybone. Mr. Ali fucked around with this message at 23:08 on Feb 23, 2011 |
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Feb 23, 2011 23:02
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I clicked and google shows a 1:5 split, so yes.
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Feb 23, 2011 23:04
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Oil and silver are both climbing. FXEN is up 19% and SLV and SIVR are pulling towards 4%. Edit: FXEN is back down around 15%-16% and will probably close around 17%. It's a US based oil company with cheap stocks that could climb a decent amount. Makes for an interesting short gain possibility. TheHoosier fucked around with this message at 19:46 on Feb 25, 2011 |
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Feb 25, 2011 19:32
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I forgot I had increased my HERO holdings by 400% last week and didnt look at anything until today. Covers my losses from earlier this week. lightpole fucked around with this message at 20:00 on Feb 25, 2011 |
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Feb 25, 2011 19:57
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Got into POT @ 60. Waiting to see how it goes...they are targeting at $222
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Feb 26, 2011 00:11
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Oxphocker posted:Got into POT @ 60. Waiting to see how it goes...they are targeting at $222 You do realize that POT just 3:1 split today, right?
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Feb 26, 2011 00:20
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There has been a lot of excitement around offshore drilling this week, especially in the GoM. Rising oil prices, worries about the Middle East, the Louisiana courts, and a Republican House are putting a lot of pressure on BOEMRE to start issuing deep-water permits soon. Even BOEMRE itself issued a statement saying we should start seeing these permits in the next few weeks.
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Feb 26, 2011 02:29
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Ahhhh Zecco gently caress you in the ocular cavityquote:Dear Orgasmo It's not like $8.99 a trade or anything but still. quote:I hope you agree that, when you consider the features, the quality customer service we provide, and the price, Zecco delivers the best value on the Street. haha no you guys came cheap and that was it.
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Feb 26, 2011 04:13
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Guinness posted:You do realize that POT just 3:1 split today, right? Yes, I've been watching it for three weeks waiting for the split. I'm pretty confident that demand is going to stay high.
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Feb 26, 2011 06:22
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Oxphocker posted:Yes, I've been watching it for three weeks waiting for the split. I'm pretty confident that demand is going to stay high. I think whatever that $220 target was in reference to the pre-split price, at least I hope it was.
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Feb 26, 2011 06:27
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