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Stock-Age: Stocks, Options and Dividends oh my!

Meier

Member
I should have finally sold my ATVI yesterday when I had the chance. :( A bit surprised it's getting hammered this hard despite beating the estimates so handily.
 
I should have finally sold my ATVI yesterday when I had the chance. :( A bit surprised it's getting hammered this hard despite beating the estimates so handily.

people just see the declining wow numbers and immediately think everything has shit the bed. They are still making money hand over fist, its just that they arent growing as exponentially as they once were, big whoop
 

sc0la

Unconfirmed Member
Was thinking of cashing out of TSLA and waiting a bit for it to come back down and rebuy. I am long but I got in low 20s so it is hard to resist :/
 
Ugh, I really want to get in on Tesla but I have ZERO experience with stocks. Should I just talk/sign up with TD Ameritrade or another online broker?
 

Ether_Snake

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Need some input, what do you guys think of selling BHI?

I've had it for a while, but I'm just breaking even with it (collected dividends along the way), but I'm not seeing a particular upswing for it compared to just putting the money in an S&P ETF, since I'm looking less and less into investing in anything else than ETFs, minus a few exceptions.

edit: All sold
 
I got in at more or less the ground today on SNE. Not bad for a few minutes work. Now, how long to hold for? Might keep it for the long term tbh, I think it's general trajectory will be good.
 

Flo_Evans

Member
hmmm I am up almost 100% in 5 months on Pandora...

Sadly I didn't have much faith and only invested $250 lol.

I just don't know how I feel about this company. They have an awesome service, tons of users, but the can't seem to make any money out of the business model. Yet it is going gangbusters this year.

I dunno... looks like the market is roaring today so I am just going to hold on and see where it goes lol.
 

RevoDS

Junior Member
Is there a website where I can enter how many shares of each stock I own and it will tell me what my annual dividend, collectively, will be based on current yields? I could calculate it all manually, but it'd be nice to have something that auto updates as yields change. Anyone know of something like this?

Not that I know of, but I'd love to know as well. That sounds fairly useful.
NFLX also undergoing short squeeze #18 the last two days.

Short squeezes have been in play for a while now, all the heavily shorted stocks are making amazing runs right now. NFLX, GMCR, TSLA have all had huge gains in the past few weeks and one of my favorites, SODA, joins in today.

I'm gonna play it cautiously and put in a stop around 60 though, just in case it decides to pull right back down.
 
For anyone who wants to arm chair, here are a few things i'm looking into

AVO: Avigilon Corp
A vancouver based company that sells HD Camera and surveillance equipment and software. Ever since the boston bombings it seems like a good company to invest in seeing as everyone is going to want this kind of stuff on their premises going forward. Stock has been bopping around at 15 bucks and will probably stay there for the foreseeable future until orders really start picking up, but it might not be a bad pick.

ABT: Absolute software
another vancouver company that has a unique niche, they supply location services for finding lost or stolen devices. They just secure a contract with samsung for all of their phones going forward as well as with iOS devices. their stock has been more volatile but TD puts their target aroudn 8.50-9 and they are currently around 7.10. Also i think they have about 60 million in cash on hand, not bad.

MSX: MountainStar Gold

This one is a chuckle and a half. Basically Barrick came into south america and apparently bought a land claim from someone for a gold vein that supposedly holds around 5 billion dollars worth of gold in it. Then another bloke came along and said "nope this is mine" so mountain star fronted about 1.5 million for the court battle. As it currently stands the chilean courts have given sole owner ship to the man in question and through the negotiations MSX owns 50 percent of the stake. As i understand Barrick has other rights on the property but mostly to salt and other things not nearly as sexy as delicious gold. there is still tons of shit going on, but if MSX does actually realise their claim to this gold vein, their .23 cent stock would obviously sky rocket. I think i might just throw on 500 bucks and hope for the best but it's an all or nothing proposition to be sure.
 

CrankyJay

Banned
hmmm I am up almost 100% in 5 months on Pandora...

Sadly I didn't have much faith and only invested $250 lol.

I just don't know how I feel about this company. They have an awesome service, tons of users, but the can't seem to make any money out of the business model. Yet it is going gangbusters this year.

I dunno... looks like the market is roaring today so I am just going to hold on and see where it goes lol.

Dude, don't even sweat it. Sometimes you get a good idea and don't act on it and you kick yourself over it.

I'd rather see someone plunk down some small amount just to see if they were right.
 
I have a question. Does Expense ratio work on profit, or on the total market value of the mutual fund?

Suppose I invested $5,000 and bought a mutual fund with an expense ratio of 0.30%. After few months the current value of my fund is $5,500, and now I want to sell my stocks. How will the expense ratio apply?
 

RevoDS

Junior Member
I have a question. Does Expense ratio work on profit, or on the total market value of the mutual fund?

Suppose I invested $5,000 and bought a mutual fund with an expense ratio of 0.30%. After few months the current value of my fund is $5,500, and now I want to sell my stocks. How will the expense ratio apply?

The expense ratio isn't applied when you sell the fund, it's applied on the fund's return, meaning that if the fund sells for $5,500, the expense ratio is already taken into account in that figure.

The percentage is derived from the expenses as compared to the fund's entire value. An easy way to see it is that it will take a return equivalent to the ratio just to break even on your money.
 

Piecake

Member
You also need to look at the Turnover rate. Turnover rate is factored into the expense ratio, but it is estimated that a turnover rate of 100% is equal to about a 1% expense ratio. So tack on that to whatever your expense ratio is and you got your true expense ratio
 
whelp, there's the TSLA pullback... a whole bunch of brand new bagholders.

Matt Jarzemsky said:
Tesla Motors Inc. (TSLA) said late Wednesday it plans to sell stock and convertible notes, raising funds to prepay an Energy Department loan after a recent rally in its share price.

The electric car maker's shares were up 6.1% at $90 in recent after-hours trading, a sign of investor support for the deal. As of Wednesday's close, the stock was up 52% from a week earlier, advancing after Tesla reported its first-ever quarterly profit.

It's up to $92, 8.44% over close in after-hours.

I can imagine it'll continue in the morning.
 
The expense ratio isn't applied when you sell the fund, it's applied on the fund's return, meaning that if the fund sells for $5,500, the expense ratio is already taken into account in that figure.

The percentage is derived from the expenses as compared to the fund's entire value. An easy way to see it is that it will take a return equivalent to the ratio just to break even on your money.
You also need to look at the Turnover rate. Turnover rate is factored into the expense ratio, but it is estimated that a turnover rate of 100% is equal to about a 1% expense ratio. So tack on that to whatever your expense ratio is and you got your true expense ratio
This clears up so much. Thanks.
 

Ether_Snake

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Wooo CAE up 6%

Q4 and full-year revenue up 16% over prior year
Q4 EPS of C$0.17 (C$0.21 before restructuring, integration and acquisition costs) vs. C$0.21 in prior year
Full-year EPS of C$0.54 (C$0.74 before restructuring, integration and acquisition costs) vs. C$0.70 in prior year
Record $4.1 billion order backlog

Simulation is the future! (and 3D printing, but I still have no shares of any 3D printing company:( )

UBI also up 9%
 

UltimaKilo

Gold Member
Should I buy Yahoo? Knee jerk reaction? It was down on Friday, but I imagine it should be up this week... Didn't want to purchase anything until Agrium stock rebounds in Q2, but I don't want to miss out on YAHOO.
 

RevoDS

Junior Member
Should I buy Yahoo? Knee jerk reaction? It was down on Friday, but I imagine it should be up this week... Didn't want to purchase anything until Agrium stock rebounds in Q2, but I don't want to miss out on YAHOO.

Personally, I think there's no hurry to buy YHOO. I'll give you two different arguments for that, make of that what you will.

1)The Tumblr acquisition was widely rumored last week, but despite this, YHOO was relatively flat on the week. This could be a sign that investors aren't *that* excited by the deal. But even if the acquisition news does make the stock rise in the coming days, since the news came out during the weekend, there is a strong likelihood that any rise will come in the form of a gap up. In other terms, if the stock does suddenly gain, you won't take part in it unless you bought on Friday.

2)The question of the impact of Yahoo! acquisition of Tumblr is largely one of expectations as to what Yahoo will be able to do with Tumblr in the coming years, rather than an immediate jump in profit. Yahoo is paying $1.1 billion for a company that had revenues of just $13 million last year. It's unclear if it was at all profitable. By the numbers, the price it's paying is absurdly high. And those revenues of $13 million are a drop in the bucket compared to Yahoo's entire revenues.

BUT, it might still make sense in the long term. The current management of Tumblr was entirely opposed to most any kind of advertising, meaning there could be a large opportunity whenever the company decides to monetize its massive user base. It could bring in a ton of money and be a major growth driver for Yahoo.

The catch is that even if it all turns out for the best, it won't be an overnight change. That transformation will take years.

I personally don't have an opinion on it. Long-term, it could be good, could be bad...it will depend on what Yahoo does with it and how it executes. But outside of a potential gap up tomorrow, it probably won't have any significant effect on the stock for a long time, so my advice would be to wait it out.
 

Ether_Snake

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So Tumblr makes 13 millions a year. Yahoo buys it for 1 billion. Imagine how many users will go to another service when Yahoo tries to turn it into a multi-hundred-million yearly profit service. Not gonna work.
 

UltimaKilo

Gold Member
Personally, I think there's no hurry to buy YHOO. I'll give you two different arguments for that, make of that what you will.

1)The Tumblr acquisition was widely rumored last week, but despite this, YHOO was relatively flat on the week. This could be a sign that investors aren't *that* excited by the deal. But even if the acquisition news does make the stock rise in the coming days, since the news came out during the weekend, there is a strong likelihood that any rise will come in the form of a gap up. In other terms, if the stock does suddenly gain, you won't take part in it unless you bought on Friday.

2)The question of the impact of Yahoo! acquisition of Tumblr is largely one of expectations as to what Yahoo will be able to do with Tumblr in the coming years, rather than an immediate jump in profit. Yahoo is paying $1.1 billion for a company that had revenues of just $13 million last year. It's unclear if it was at all profitable. By the numbers, the price it's paying is absurdly high. And those revenues of $13 million are a drop in the bucket compared to Yahoo's entire revenues.

BUT, it might still make sense in the long term. The current management of Tumblr was entirely opposed to most any kind of advertising, meaning there could be a large opportunity whenever the company decides to monetize its massive user base. It could bring in a ton of money and be a major growth driver for Yahoo.

The catch is that even if it all turns out for the best, it won't be an overnight change. That transformation will take years.

I personally don't have an opinion on it. Long-term, it could be good, could be bad...it will depend on what Yahoo does with it and how it executes. But outside of a potential gap up tomorrow, it probably won't have any significant effect on the stock for a long time, so my advice would be to wait it out.

Thanks Revo, but to follow up, do you see any benefits of adding YHOO to your portfolio irrespective of the Tumblr acquisition? Though they had an unimpressive week, are you optimistic of their growth in advertisement long-term? I'd like to get in before they announce their earnings in July.
 

Ovid

Member
Should I buy Yahoo? Knee jerk reaction? It was down on Friday, but I imagine it should be up this week... Didn't want to purchase anything until Agrium stock rebounds in Q2, but I don't want to miss out on YAHOO.

Miss what!? One billion dollars off the balance sheet? If anything Yahoo will be down tomorrow.
 

RevoDS

Junior Member
Thanks Revo, but to follow up, do you see any benefits of adding YHOO to your portfolio irrespective of the Tumblr acquisition? Though they had an unimpressive week, are you optimistic of their growth in advertisement long-term? I'd like to get in before they announce their earnings in July.

I don't really like Yahoo as a company. Its stock is undeniably cheap, but it's a risky bet in that the company's prospects are generally declining; basically, it's cheap for a reason and I personally don't buy the upcoming growth story, even with Marissa Mayer at the helm.

Of course, it's risen a lot since the fall because we're in a massive risk-on market where anything considered more risky gets bid up a lot and it might continue to rise in the coming months if the market keeps strong.

So that would be a short-term yes, longer term hell no (unless you differ and do believe Yahoo can start growing again)
 

UltimaKilo

Gold Member
I don't really like Yahoo as a company. Its stock is undeniably cheap, but it's a risky bet in that the company's prospects are generally declining; basically, it's cheap for a reason and I personally don't buy the upcoming growth story, even with Marissa Mayer at the helm.

Of course, it's risen a lot since the fall because we're in a massive risk-on market where anything considered more risky gets bid up a lot and it might continue to rise in the coming months if the market keeps strong.

So that would be a short-term yes, longer term hell no (unless you differ and do believe Yahoo can start growing again)

Seems like there's a lot of room to grow. I like the boldness in purchasing Tumblr. The company has plenty of cash flow and instead of sitting on it, they're using it. The have over 700 million users and now added 100 million to the Yahoo umbrella. Tumblr is projected to bring in around 100 million this year, up from 13 million. That's ridiculous growth! Even if it turns out bad, you have to like Mayer's aggressiveness!

I was one of those who laughed at Facebook's purchase of instagram, and I don't want to repeat that mistake.
 

Ether_Snake

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Was Instagram really great for Facebook? I see only one person out of 100 friends ever cause updates related to it, and only because he likes the same person's instagram posts. Did it really bring people to Facebook? It seems to have been mostly a fad. In terms of it being a picture-sharing site, that's one thing, but I don't think most people see it that way.

That being said, I think the Tumblr purchase is Yahoo's ways of starting to act like Google: buy sites, merge them into one giant Yahoo-user-site.

On that end, they should REALLY do something about Flickr's oldass design. It's quite slow too.

Bring Flickr and Tumblr together under a Yahoo Social-network and you got something going.

My main criticism towards Facebook is that it dictates too much what it's about. If you make a social-network where people can make their page what they want it to be, then you got something going. Facebook is specifically "about me". That's why I think MySpace could have been really huge, it could have been YOU.com basically (the site is registered by unused, damnit!).

Anyway I think there is room for a social-network that leaves it up to the users to determine what they want their page to be, and with today's html it's possible to make it fast and easy to customize without letting users make a mess of things. Tumblr is pretty good in allowing you to customize how you want to present your blog.

Yahoo can do something with all this, but so could anyone, and no one as been doing it.

Next site I'd expect to be bought would be soundcloud.net, but I guess for copyrights reasons it's going to be more difficult. They need to integrate more social features though.
 

RevoDS

Junior Member
Was Instagram really great for Facebook? I see only one person out of 100 friends ever cause updates related to it, and only because he likes the same person's instagram posts. Did it really bring people to Facebook? It seems to have been mostly a fad. In terms of it being a picture-sharing site, that's one thing, but I don't think most people see it that way.

That being said, I think the Tumblr purchase is Yahoo's ways of starting to act like Google: buy sites, merge them into one giant Yahoo-user-site.

On that end, they should REALLY do something about Flickr's oldass design. It's quite slow too.

Funny you'd say that today, of all days.

And no, Instagram wasn't that great for Facebook. They pretty much wasted money on a fad that peaked just before the purchase.
 

Ether_Snake

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Funny you'd say that today, of all days.

And no, Instagram wasn't that great for Facebook. They pretty much wasted money on a fad that peaked just before the purchase.

Well what do you know.

Holy shit that blue bar at the top is horrible, guess that's just to get my attention. It worked. I clicked X.

But yeah, looking at my page now THAT is how it should be (more or less, a lot of improvements to make). Very tumblr-like too. They're going to merge both somehow I guess, or at least the backbone of it.

Edit: This kind of thing can really hurt Facebook. Until now I had all my nicer photos on Flickr, but at some point all I would ever post to Facebook would be a link to my Flickr account if it's that much better. Don't want to manage the same pictures on two sites, and if people want to see my photos they can just go there, unless all they want to see is my face. I think this is the kind of thing that will hurt FB down the line: it's trying to be everything, but if it doesn't succeed people will move content to sites better fit for said content. Buying Instagram was dumb, because the kind of pictures people post there are the same kind they'd post on Facebook. For example, if I was making music, I'd put it on Soundcloud. I doubt Facebook could integrate anything into their site that would make me chose FB first to host my music. I'd have a page on it just to post news/updates, a bit like Twitter but with more images and words. So in a way FB is increasingly niching itself into what might ultimately become nothing more than a "friends" page.

Oh yeah I guess Linkedin will be bought out too at some point, but a the current price that's just absurd. It's probably worth maybe 2B if we consider the Tumblr price as a reference, just to be generous. People don't regularly visit their fricking CV.
 
I got in at more or less the ground today on SNE. Not bad for a few minutes work. Now, how long to hold for? Might keep it for the long term tbh, I think it's general trajectory will be good.

Yomp. It's been a good day today! Obviously it'll fall a bit over this week, but I reiterate the above - it's on a good trajectory.
 

Fixed1979

Member
Yomp. It's been a good day today! Obviously it'll fall a bit over this week, but I reiterate the above - it's on a good trajectory.

I got in a while ago, and was planning to "top up" a bit last week, but was waiting for it to drop below $19 again before I did...now I'm not sure, I expect a bit of a fall back as it's risen so drastically over the past few days, if it gets below 20 or 21 again I'll dump some more into it.

I had planned on holding for 1 year, but wasn't anticipating such a quick spike.
 

CrankyJay

Banned
Anyone kinda tempted to buy AMD here? Based on both PS4 and XBox One using AMD chips this could be a steady 30-40% investment over the next 5 years.
 

Piecake

Member
Already baked in over 3-5 years?

Yup, I am sure a bunch of smart people have already made solid estimates and how much the two systems will sell and how much profit that means for AMD over the next 5 years. If the two systems exceed expectations the price might rise significantly though
 

RevoDS

Junior Member
Yup, I am sure a bunch of smart people have already made solid estimates and how much the two systems will sell and how much profit that means for AMD over the next 5 years. If the two systems exceed expectations the price might rise significantly though

The problem is that the video gaming industry is peculiar in that it is extremely difficult, if not impossible to reliably predict because it is fad/wave-driven. Game console sales estimates are largely unreliable before the console goes on sale. They are usually based on historical performance of its predecessor which may or may not continue to apply in the subsequent generation.

Who would've bet on the Wii winning last generation back when it was announced in 2005? No one.
Who honestly picked the PS1 as favorite over the N64 in the beginning of that generation? Not any Wall Street analyst, that's for sure.

Game console sales depend on a variety of factors both predictable and unpredictable to a certain extent. The appeal of the console, the features, innovation, graphics power, appeal of launch games, subsequent developer support, price of the console, price of games, what types of games are in vogue at the time...you name it.

Whatever is priced into AMD's share price, or any stock in the industry for that matter, is very likely to be flat out wrong, either on the upside or downside.
 

Ether_Snake

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Why did SNE suddenly jump 9% immediately when the Xbox conference started?

7cPZ9ke.jpg

Wtf. Algorithms?:p

edit: Oh, rumors of selling its entertainment division.
 
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