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My stock picks are crazy good at beating the stock market ( in losses). Except for North Atlantic drilling and seadrill of all things.
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May 11, 2015 18:37
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I bought a bunch of ACLS. The numbers are now going up. This is my story.
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May 11, 2015 18:49
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I've had 160 shares of PZA since March 2014, presently valued at around $4000. They haven't really done much in the last year or so. I'm fairly low on the allocation I have for bonds - in fact, just PZA is all I have in bonds right now, around 5% of my brokerage portfolio. Is it even worth being in a bond ETF right now or am I underexposed? Is PZA the right choice to be a bond option? I was looking at VGLT and BLV as bond ETF options.
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May 11, 2015 20:20
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VUZI with the ultra-abrupt notification of their earnings release date again. I've been accumulating a bunch and it spiked up 6% on the announcement for some reason, so I guess that's fine.
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May 12, 2015 00:41
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I know it's not generally a "thing" for folks in here to post every trade they make, or (especially) the dollar amounts. But I wonder if we couldn't pool some data just to track what the stock trading megathread goons are investing in, on an informal not-penis-length-comparing way? Like: what if we had a spreadsheet on Google Docs where folks could put in their current long and short positions, just to see what the hivemind is up to? It could be anonymous, we could use percentage-of-portfolio rather than absolute values to track how much of a position folks are taking, and we could extract some interesting data from it. Along those lines: is there some kind of app or site that does this, where it'd show up to date pricing on stocks, options, etc.?
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May 12, 2015 01:02
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I think OpenFolio is doing something like that.
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May 12, 2015 01:04
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Noah posted:I think OpenFolio is doing something like that. Hmm. Seems like it might work. I just threw together an account (based on email, I don't like just randomly using linkedin or facebook data to random other websites). Looks like you can explicitly invite people to be part of your "My Benchmark" by inviting them via email? Oh and it wants login info for my brokerage account, that seems a bit iffy. Probably convenient, from the point of view of data entry, but I'm not sure I trust these guys with my login credentials. e. Oh I see. I was trying to see how you create a Group, but those don't seem to be something open to everyone to make. Instead, you invite specific people, and if they agree to share with you (or if their portfolio is set to public), it gets added to your "my benchmark" tab thingy. So... if goons wanted to share with each other, we'd each have to add all other goons who were sharing. That's a bit poo poo. Leperflesh fucked around with this message at 01:25 on May 12, 2015 |
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May 12, 2015 01:20
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Zerstorung posted:VUZI with the ultra-abrupt notification of their earnings release date again. I've been accumulating a bunch and it spiked up 6% on the announcement for some reason, so I guess that's fine. Think investors were expecting Vuzix to report on Friday afternoon, which could indicate bad news, so a release on Tuesday might mean the company has better news to report. Seems like the most likely explanation for the spike, will see what happens tomorrow. Haven't added any more shares, but haven't sold shares either. Also bought TACO today after a good earnings report.
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May 12, 2015 01:29
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rocinante posted:Think investors were expecting Vuzix to report on Friday afternoon, which could indicate bad news, so a release on Tuesday might mean the company has better news to report.
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May 12, 2015 04:12
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Zerstorung posted:You mean it being pushed up ahead of expectations or is the day of the week it's reported affecting the perception actually a thing? Dumping bad news on Friday is a thing, here's a Quartz article about it: http://qz.com/300486/the-best-times-to-release-bad-earnings/
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May 12, 2015 13:22
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Whats all this green poo poo in my portfolio guys? I usually have red poo poo in my portfolio but now it is green, is that normal?  Edit: Question, when grading the performance of a fund such as this: quote:Eaton Vance Tax-Managed Buy-Write Opportunities Is that portion of the income that is coming from return of capital good, bad, or neither? the fund is selling options, so I am not entirely sure how that type of income would be classified. Edit: changed my example. Triple Edit: Reading literature on the subject makes it appear that the return of capital part is slowly lowering your cost-basis of the stock, meaning the income is not immediately taxable, but you will pay more taxes when you sell the stock in the future as your cost basis has decreased. I was thinking it was something like having your principle returned, or that it was eating its own seed corn to pay the distribution. Torpor fucked around with this message at 01:43 on May 13, 2015 |
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May 13, 2015 00:19
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I bought a bunch of VSLR yesterday... Cool.
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May 13, 2015 14:54
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Npr mentioned a drop in the break even price for oil from ~$79 to ~$62. I guess that means someone was getting taken to the cleaners pretty bad.
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May 13, 2015 15:44
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District Selectman posted:No !!!! Sold my last chunk! I still have a few options rattling around, so I may not be out quite yet. Now I've also got $50k of dry powder that I'm not sure what to do with quite yet.
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May 13, 2015 15:52
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AWWNAW posted:I bought a bunch of VSLR yesterday... Cool. Avatar / Post Content achievement unlocked.
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May 13, 2015 17:32
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EZCH dropped 25% based on magic or something. I'm wondering if that has any upside. The company is profitable save an early bond payment. I don't know about network equipment chips to understand how good/bad they are. They probably don't sell all that many chips. If their research and development team can't iterate more they may be in trouble down the road.
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May 13, 2015 19:14
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Noah posted:I think OpenFolio is doing something like that. So, this happened: quote:David Ma support@openfolio.com via enchanthq.net So if any of you guys are interested, this is apparently a thing we can do.
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May 14, 2015 03:58
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Leperflesh posted:So, this happened: Yes? Except I'd be embarrassed by my portfolio. I just put everything into 4 stocks and an ETF. 4!
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May 14, 2015 04:16
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Better than me; I turned 5 positions into 3 because AMAVF looked extra-tasty at $15.50 :gambling:
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May 14, 2015 04:34
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I just bought baby's first stocks today and I feel good about it 
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May 14, 2015 04:50
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M_Gargantua posted:Yes? Except I'd be embarrassed by my portfolio. I just put everything into 4 stocks and an ETF. 4! My portfolio consists of my 401(k), which is entirely in Vanguard passive index funds, my house, and 20 shares of AMD with a cost basis of $35.80. No, that's not a typo. So, like, I'm not going to be giving anyone else a lot to look at. But I think it'd be interesting to see the full gamut of what people in the stock trading thread are doing in their portfolios. Obviously if there's only like five of us interested, I'll drop it. And using this tool does require giving Openfolio your login credentials for your brokerage(s), which despite their assurances of high security still makes me a little apprehensive, so I wouldn't be surprised if a bunch of goons are disinclined to participate just based on that. So let's do this. If you're interested: make your profile on Openfolio, post your user ID, and in a couple of days I'll send along the user IDs to this dude and if he can make us a group, cool. If there's not much interest, I'll drop it.
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May 14, 2015 05:02
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I would do it but it looks like they are US stocks only and I only have a couple of those...
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May 14, 2015 05:08
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I would do it but they don't support Tradeking. Neither does PersonalCapital. loving Tradeking, get your poo poo together
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May 14, 2015 05:48
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Zerstorung posted:Better than me; I turned 5 positions into 3 because AMAVF looked extra-tasty at $15.50 :gambling: I wanted to increase my position so bad, but IB sucks dick at transferring funds and after the 5 days I had to wait Arcam went up almost 10%. I am in the minority here, but I really hate IB. Although I only use them to trade Arcam, because Tradeking doesn't offer AMAVF or ARCM.ST, so really gently caress Tradeking too. Swedish stock problems over here.
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May 14, 2015 05:59
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My NADL and SDRL positions are both up 10+% each. Although it is nice that my intuition was right, the problem is I own 30 shares of SDRL and 100 shares of NADL  I can sit and day dream that I had bought $1000 of each instead of breadcrumbs.
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May 14, 2015 15:02
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Leperflesh posted:So let's do this. If you're interested: make your profile on Openfolio, post your user ID, and in a couple of days I'll send along the user IDs to this dude and if he can make us a group, cool. If there's not much interest, I'll drop it.
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May 14, 2015 15:11
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Torpor posted:My NADL and SDRL positions are both up 10+% each. Although it is nice that my intuition was right, the problem is I own 30 shares of SDRL and 100 shares of NADL Sweet, the dealer busts! Man if only I had bet $1500 instead of $15...
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May 14, 2015 15:25
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Open folio is also sobering. 1yr performance? 0.9%!!  s&p500? 15%. other retarded kids my age? 8%
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May 14, 2015 15:40
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neonbregna posted:I will curse you and your entire family if I lose muh recent solar gains in braincool So Braincool did a thing again. They ordered a small scale run of the cooling system and got rewarded a fully funded 4 year PhD at Edinburgh. There is speculation on the net that one or two big private owners that bought cheap in a previous funding run have been pulling out aggressively the last 6 months or so, severely depressing the valuation. Clever and stupid people argue that the stock should be valued at anywhere from 10 sek to (lol) 100 sek. Let's lose some money!
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May 14, 2015 16:54
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ACLS presenting to some investors in a few weeks..hope they get bought out for big billions! trillions! im gonna get rich!
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May 14, 2015 17:36
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Yay, a new fraud case. VIPS this time. Chinese ecommerce stock listed in the US, it's had consistent high growth and has run from 50c to $30 in the space of 3 years. Some no-name short shop (Mithra Forensic Research) wrote up a research note that was published on seeking alpha: http://seekingalpha.com/article/3172676-vipshop-we-are-not-buying-the-financial-statements VIPS responded, without much clarity: http://seekingalpha.com/pr/13496756-vipshop-responds-to-recent-allegations They beat estimates yesterday, with lower guidance going forwards and they're down 4%ish today. Other shorters were on CNBC today commenting.
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May 14, 2015 17:57
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Speaking as a veteran of Longtop--but also Harbin Electric--sometimes it's just better to make your money without having to deal with fraud, regardless of whether you want to short it...
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May 14, 2015 19:29
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Phil Moscowitz posted:Sweet, the dealer busts! Man if only I had bet $1500 instead of $15... For the record, in light of your comment, I bet $1500 on the next round. Which must have been a secret signal to begin a sell off in those two holdings. Im thinking a return to $15 should be do-able, but we will see. It can't do any worse than my run with Centurylink.  Edit: provided they don't go bankrupt first. Torpor fucked around with this message at 19:47 on May 14, 2015 |
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May 14, 2015 19:44
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Was trying get a short matched in EBIX today; think this short squeeze could present a good opportunity for a short or puts. Fundamentals of the company are little changed in the past 6 months, but the stock has dramatically increased in value and now has an EV/EBITDA of 15 which is above the market average. The downside opportunity is that the company has low/no growth & is under investigation, neither of which appear to be priced into the stock. Additionally the company is spending cash buying their stock back at elevated prices, destroying shareholder value. The company has a negative book value when you back out the intangibles, and in the >0% but <5% scenario that there are serious problems with this company, it could go kaput. The London deal appears to be largely vaporware that has little short term revenue streams, despite their touting of it. We'll see if I am ever able to get in. https://www.youtube.com/watch?v=ItUECpFi9_s
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May 14, 2015 19:59
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I'm super good at this stock marketing thing! Why, my seadrill position is up -.20/sh! I should probably use limit orders
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May 14, 2015 21:44
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BOJANGLESSSS edit: I meant to post words and not just Bojangles. I hate IPOs but I like Bojangles so I'm not sure what to make of these feelings. I think the IPO was priced right at ~$19 (roughly comparable adjusted for oustanding shares as Popeyes). HOWEVER, I think Bojangles has far more upside since they haven't expanded outside of their southeast/mid-atlantic corridor and have 1/3 the stores vs. Popeyes already being everywhere and pushing similar earning comps. So the valuation at around $30 seems reasonable to me as well, I could see it hovering around here for awhile. Brogeoisie fucked around with this message at 03:41 on May 15, 2015 |
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May 15, 2015 03:37
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What do you think about Raising Cane's? Also a southeast chicken place. They're expanding like wildfire. Haven't gone public yet but given the demand for these boutique, fast casual restaurants, seems like it might be only a year or two away.
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May 15, 2015 04:27
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I like their chicken strips and they tear it up in the fall (football season is their Christmas).
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May 15, 2015 12:58
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Oh man, when should I be worrying that AMBA will stop going up? This is probably the coolest thing, I've gotten around 74% return on it so far.
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May 15, 2015 22:12
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Seadrill has been going loving incredible guys!
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May 16, 2015 03:58
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