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

McDonald's can't make any breakthrough that would allow them to maintain growth, they can only count on stores opening up in foreign markets and hope those people don't develop the same habits that is leading to reduce sales, and in ALL cases they are meeting increased competition from smaller businesses. Both trends won't revert. Add to this that ultimately employees will succeed in requesting higher pay. I don't see any future for them.
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Theres nothing wrong with zero growth. Dividends are a perfectly good reason to own a stock.
 

alejob

Member
DDD announced they will miss their forecast, due to their inability of meeting demand. Down 13% today. Good thing I'm half-half in DDD and SSYS, the later has been doing much better.

I've been looking ad DDD for a while, thought about it when it went down to $65. Then again in the 40s. Sometimes I'm glad I'm a chicken. Who ever said $25 was a realistic price a while back looks to be right.
 

Ether_Snake

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Ebola news hits, markets go down, LAKE goes up.

uvpobGz.jpg
 

carlos

Member
Ebola news hits, markets go down, LAKE goes up.

uvpobGz.jpg

ebola case not confirmed by tomorrow, LAKE goes down...again


and speaking of going down, there goes Amazon....shame I didn't short it, it was almost a sure thing.


and to whoever was holding BABA at 95, I hope you didn't panic sell, you're almost even! took a bit longer than I said, though.


edit: spoke too soon, ebola confirmed...still this "outbreak" will die down soon enough, taking those ebola related stocks with it.
 
and to whoever was holding BABA at 95, I hope you didn't panic sell, you're almost even! took a bit longer than I said, though.

If it closes at the current price today of 97.22 I'll be up about 1%! lol But I had so many missed investment opportunities during that downturn. I'm talking to you, GPRO. But it wasn't surprising, with the Chinese government not planning any stimulus for the slowing growth, and concerns about Europe, I knew BABA would go down with everything else. I'm resolved to wait for their first earnings report on Nov 4. Still nervous about it. For me, BABA is a long term investment.
 

carlos

Member
If it closes at the current price today of 97.22 I'll be up about 1%! lol But I had so many missed investment opportunities during that downturn. I'm talking to you, GPRO. But it wasn't surprising, with the Chinese government not planning any stimulus for the slowing growth, and concerns about Europe, I knew BABA would go down with everything else. I'm resolved to wait for their first earnings report on Nov 4. Still nervous about it. For me, BABA is a long term investment.

well i'm celebrating in your honor today, best of luck with BABA.

as for GPRO, you should be consider yourself lucky not to be in it for the past few days...I have no idea where the bottom is on that one
 
well i'm celebrating in your honor today, best of luck with BABA.

as for GPRO, you should be consider yourself lucky not to be in it for the past few days...I have no idea where the bottom is on that one

I actually owned some at $46, after which it fell 11%. Then once the price went back up to $46 I sold it, believing that it was going to be shorted like crazy. It then proceeded to go up over $80 and I was kicking myself. I know a couple of banks have either downgraded or remain neutral on GPRO and that has been the cause of some of these declines.
 

Ether_Snake

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9.5b market cap for GoPro? That's ridiculous.

Edit: PBR is goung to tank so much today. I was planning to sell the rest of my shares in early 2015, but I'm starting to think they'll just go under by then:p
 

CrankyJay

Banned
$NVAX on watchlist today

Presented some RSV efficacy data yesterday, and this morning announced they are starting an Ebola vaccine development program, with a possible Phase I trial in December.

edit: cranking now...up over 10%.

CEO was just on CNBC

edit 2: I had 2k shares, took 25% off the table to net some profits...fun day

will trade around a core position
 

Ether_Snake

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Twitter down 8% in AH. I have the same view as the day of the IPO; anything Twitter can do, FB can do at least as good, and FB knows FAR more about its users than Twitter ever could. There is so much more monetization potential on FB, be it through its users or companies who are on FB.

And with every new feature Twitter adds, you can see they are going directly in the direction I expected them to: they will try to become like FB because it's the only way they could turn a profit, but in doing so they lose their identity and will just become increasingly irrelevant.

It's becoming an info dump for blogs and MSM to make quotes from. In terms of actual mass-market worth, it's extremely over valued.

edit: Bought DIG and VBR, sold ITA (tiny profit on that that covered my fees :p)

edit2: ORB shares will tank tomorrow after that NASA rocket explosion. Already down 12% in AH.
 

Wellington

BAAAALLLINNN'
Don't know where else to post this but have any of you guys dabbled in Betterment? I have been looking to really start socking money away for much longer terms but I am undecided on whether to just jump in on index funds or to go with Betterment. I understand the difference in fees but I am willing to tolerate the higher fees on Betterment until I get to a higher balance.

As for me and investing, I've had some pretty decent luck driven by a lot of research. I've been focused mostly in the airline industry for a while now. I bought a ton of AAMRQ (American Airlines parent company at the time) around 13 or so months ago, and have been up substantially since the merger. I am excited that they have begun paying dividends. I am in the black with Delta right now but it's the best run airline in the world so I suspect I will be fine long term.
 

Wellington

BAAAALLLINNN'
Theres nothing wrong with zero growth. Dividends are a perfectly good reason to own a stock.

I read this article yesterday and it made my head spin:

http://www.thestreet.com/story/12825278/1/warren-buffetts-top-10-dividend-stocks.html

It's about the dividend paying stocks owned by Warren Buffett. He owns 400 Million shares of Coca Cola. That is mind boggling in and of itself, but consider that KO paid out 30.5 cents per share in dividends last quarter. Buffett made $122 Million just from last quarter's dividend payment. Reinvested it's another 3 Million plus shares. How RIDICULOUS is that?

In Soka's case, if he had only bought 100 shares with his initial investment, he's up well over $1500 on dividends alone over his 8-10 years.
 

Ether_Snake

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EA/T2/Ubi have been doing really well. Everything is going as expected: fewer bug publishers, less competition, less wasteful developments (gone is the movie-game craze, random casual products, etc.).

I'm surprised that next-gen is doing as welll ss it has, but the low price of the consoles has helped a lot.

Next big leap will be VR.

Edit: nkkei up again and again on stimulus expansion, crazy.
 

Ether_Snake

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Wondering if I should sell CAE and reinvest the profits. Held it for years, up 31% on it, but it's having a lot of trouble breaking through 15$ (it almost broke through more than once all the way back to 2000 but never sustained that price). It represents 14% of my portfolio, 18% if I look at my portfolio's current value, so it's a big stake.

It's a company I used to say I could sleep on, and kind of still do, but with UAVs becoming ever more popular and increasingly self-driven, maybe the future of flight simulators isn't so bright. Then again it could slowly turn them into a software and service company without a need to produce so much heavy hardware to ship around, but the evolutionary turnover of UAVs is so fast I don't think there's much room over the long term for a third party simulation offer. They sold their mining division. The health care division is growing though, and I can't imagine that sector seeing enough automation to outdo simulation, quite the opposite.

I wanted to offset the profits to next year to avoid the tax hit, just two months to wait if I don't sell now, but a lot could change until then and they release earnings in two weeks.

I'm puzzled as to why it has been going up on no news while the markets were going south globally. Just today it was up 2% on no news.

Anyone has an opinion feel free to let me know:)
 

HGStormy

Banned
Interested in seeing how Ford does when it comes out with the successor to its F-150. Currently sitting pretty close to its year low, so they're pretty cheap.
Alcatel-Lucent jumped these past few days. Kicking myself for not being around to abandon ship when they were almost at $5. I feel like if they continue to show improvement in their finances they'll jump a ton.
 

Ether_Snake

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Glad I changed my mind and sold DIG two days after buying it for a small profit.

This week's earnings for me are SCTY and DIS.
 

Ether_Snake

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Looks like SSYS was reporting this morning, it wasn't in my calender... Down 13%:|

At least I'm only down 15% on it...
 

CrankyJay

Banned
Sold 500 shares of NVAX at 5.80...hoping for negative sentiment on earnings (they're still clinical stage) to bring this closer to $5 so I can re-buy that 500 shares at a cheaper price.
 
BABA market cap is now close to 270 billion. To put this into perspective, Walmart has a market cap of around 250 billion. Crazy. The revenue growth and increase in mobile take from yesterday's earnings call (I was up at 4:00 am reading analysis and nearly shar myself when profits came in so low) is what's spurring on BABA for the 2nd day in a row. I'm up around 12%.
 

Ether_Snake

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TSLA up almost 7% in AH.

http://www.latimes.com/business/autos/la-fi-hy-tesla-earnings-20141105-story.html

Tesla has reported higher third-quarter results, and once again announced a delay in shipments for its new Model X SUV.

[...]

Revenue for the quarter included an impressive $93 million in regulatory credits, most of that coming in the form of "zero emission credits" the company sold to other manufacturers -- who do not build enough zero-emission vehicles to meet California emissions standards.

The company also collected $31 million in power train sales, it said, mostly from sales to Daimler, which uses the power trains in its Mercedes-Benz B Class vehicles.

[...]

The company said it now expects Model X deliveries to be delayed until the third quarter of 2015, pushing back slightly the debut of the crossover that will be, after the Model S, the company's second vehicle. Tesla excused this delay by saying "we prefer to forgo revenue, rather than bring a product to market that does not delight customers."
 
Dumped my shares in Twitter. Initially bought when its price first tanked a few months back. At one point I was up almost 58%. But I needed some extra money, and I was down to only 20% gains on it.
 

Ether_Snake

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Can you guys suggest some ETFs I could put my money in other than just tracking the S&P? Right now I got S&P, Small Cap, Small Cap ex-US.

I've been in the processing of reducing my stock-specific investments so I'd like to add another two for something more balanced. I'm bullish enough on the US compared to the rest of the world to just put everything on the S&P, but I'd like a bit more diversification.

I'm not necessarily looking for specific ETFs, just an idea of what you consider a balanced portfolio. I'm in my early 30s btw, so this is long term.
 

GhaleonEB

Member
I personally like a 70/20/10% mix in US stocks/International stocks/US bonds, respectively. Now, I don't follow that mix, but I do think it is a decent route to follow for someone in their early 30s that just wants to lock it all in and not worry about looking at anything more than once a year.

For my savings funds I follow roughly this mix. Rather than balance it myself I just hold a hybrid index fund (the Fidelity 4-in-1 index), which is 60% domestic US market index, 25% international index and 15% domestic bond index. We manage retirement stuff ourselves but this is a good way get to that blend you describe with a single fund if someone wants to be really hands off and stay diversified. We just chuck our medium term savings in it. It's worked out well.
 

Ether_Snake

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I see, my RRSP is 50% US, 35% developed ex-US, 15% Canadian Small Cap. I averaged I think 7.5% a year since 2006. I'm thinking of pushing it to 60%, 30%, 10%, or removing Small Cap outright. I could replace the later by bonds but I don't see much of a point unless I pushed money in there for more short term usage. If I recall it's mostly Canadian bonds and I don't expect interest rates to rise for a while since I think the housing market will crash. That's why I'm thinking of removing all Canadian investments I have left anyway.

At least, for my non-RRSP investment, the tanking CAD has made my significantly-US-heavy portfolio turn a nice extra profit when converting back to Canadian currency, and I expect the CAD to go at least in the low 80s if not high 70s before it goes back up.
 

diaspora

Member
Is there any way to access to Android Yahoo Finance app in Canada? Or do you guys have other recommended apps for real time updates?
 

Ether_Snake

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Japan enters recession, and we can expect some turmoil in Europe when Russia cuts gas.

edit: What do you guys think about Google? It's been trending down recently. I think Facebook is doing really well and I still them as being able to remain very relevant, it just makes a lot of sense due to their core position; they are where the user is.

How crazy would it be for Google and Amazon to merge? I think it could make sense.

edit: Also, Netflix; how long can it really keep on going without being bought out? Someone will make a move eventually. If Google bought them, I'm guessing they would have YouTube shows available through Netflix. If that makes sense.
 
I have two basic questions.

How is the performance (1y, 3y, 5y) calculated? Because it is not just putting the absolute values at said times into relation.

Also I've noticed that past stock and fund trajectories diverge significantly between different financial websites and banks. I would expect them to align (perfectly). Why don't they?
 

Husker86

Member
I have two basic questions.

How is the performance (1y, 3y, 5y) calculated? Because it is not just putting the absolute values at said times into relation.

Also I've noticed that past stock and fund trajectories diverge significantly between different financial websites and banks. I would expect them to align (perfectly). Why don't they?
They are calculated by taking the previous 12,24,36,etc months of returns and then dividing that number by 12. So for the 3 year and higher performance, the number is a "per year" return. If the 3 year is 15%, that means 15% per year average for the last 3 years, not over the total 3 years.
 

Ether_Snake

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Yay oil going up. Re-bought recently, was an easy play really.

Btw let this be a warning to others: I always said Autodesk is a stock I could sleep on because simulation is the future, but I sold it at 40 some time ago thinking I could buy it at s lower price as it often fell before. It never went back down since, it's now trading at 62.

Don't do that.
 
They are calculated by taking the previous 12,24,36,etc months of returns and then dividing that number by 12. So for the 3 year and higher performance, the number is a "per year" return. If the 3 year is 15%, that means 15% per year average for the last 3 years, not over the total 3 years.

o_O
Is that always, doesn't sound right?
 

Ether_Snake

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Damn guys be careful with Google Finance. It's showing DIG up 4.61% today when it was really down 1.53%

tb9TaID.jpg
 

Ether_Snake

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Question about TFSA for the Canadians here;

I have a penalty for having over-contributed to mine in 2013, but what I don't get is that I had just moved money to the TFSA at the end of the year in anticipation of having to make investments in january 2014. So even if the money was just sitting in the account and not invested, they hit me with a penalty? I thought the money had to be invested, not just in the account.
 

Mr.Mike

Member
Question about TFSA for the Canadians here;

I have a penalty for having over-contributed to mine in 2013, but what I don't get is that I had just moved money to the TFSA at the end of the year in anticipation of having to make investments in january 2014. So even if the money was just sitting in the account and not invested, they hit me with a penalty? I thought the money had to be invested, not just in the account.

From what I can tell the only thing they really care about is deposits and withdrawals, and not about what's going on once it's in. I know Tangerine has a special savings account that you can put money into in preparation for next years contribution, and on January 1st that money will be deposited into your TFSA. Nothing you couldn't do yourself with a normal savings account, but they double any interest your earned in that account over the year before they make the deposit (anything extra gets put into your normal savings account).
 

Ether_Snake

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What do you guys think about the oil prices? Seems to me that a lot of speculation money got out, unless it's mostly a result of China slowing down. Still unclear to me.

Plus at the end of the day, it seems like low oil would help out the US economy.
 
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