All things STOCKS

#326
#326
Thunder Good-Oil said:
I was thinking the same thing... but nothing ever plays out logically in the markets. It probably either keeps rising from here or the DJIA retreats several thousand points after a second dip and a head fake recovery. A triple bottom anyone?
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I think we go back to 24,200-24,400 over the next 2-3 weeks and then march maybe toward 27K high by July 4th. The big question who will be the leaders? Load up when on your favorites again the double bottom hits
 
#327
#327
Thunder Good-Oil said:
I was thinking the same thing... but nothing ever plays out logically in the markets. It probably either keeps rising from here or the DJIA retreats several thousand points after a second dip and a head fake recovery. A triple bottom anyone?
Click to expand...

Most corrections last 75 days of average... If so, Double bottom by Mid March.. Maybe off the races by June/July
 
#328
#328
How many people got scared and lost money by selling the past few days?

I took a bunch of profit in January, I saw this coming.
 
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#331
#331
Down over 1000 points again today, below 24,000. I'm still not sure if we've seen the bottom.
 
#332
#332
More margin calls coming.

Options expire a week from tomorrow/Saturday. Probably too late to buy puts.

Sideways for a while IMO. Weak participants will sell into every rally. Lather. Rinse. Repeat.
 
#333
#333
Thunder Good-Oil said:
More margin calls coming.

Options expire a week from tomorrow/Saturday. Probably too late to buy puts.

Sideways for a while IMO. Weak participants will sell into every rally. Lather. Rinse. Repeat.
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What's your interest in the market TGO? Personal investments?

Anyone buying anything right now?
 
#334
#334
Freak said:
What's your interest in the market TGO? Personal investments?

Anyone buying anything right now?
Click to expand...

Just personal and family and a CPA. I've considered licensing up with the SEC, but I don't care to push annuities and insurance. People need to be in individual stocks, but brokers don't make money putting their clients there.

I'll be buying something, just not sure what yet. Quality companies only... they've been so expensive for a while and these pull backs are making them attractive. A lot of ETFs often seem to be weighed down with the bad companies that are included in the sector or style. Good for some trading though. Staying clear of the thinly traded exchange traded securities.

Probably fishing for some solid dividend paying companies that have been knocked down and maybe some well positioned techs with good financials. LAM Research, nvidia, Analog Devices, and a few others are interesting to me. Maybe something in internet security... that group moves fast, but it seems like it's been a while since a big hack or virus have been in the news. There could be a trade there. I never go short, but will get into inverse ETFs occasionally. Margin is my friend and worst enemy.

I used to be more contrarian and would buy beaten up stocks. That rarely ends well. Have had my eye on Chipotle and missed the previous move up. Going to check later where it's now trading.

Energy, retail, and broadcasting/TV/radio/media have interested me for several years. Financials too. Peter Lynch positioned Magellan nicely by physically observing businesses. Amazon has disrupted a lot of that methodology. It's going to be interesting to see how autonomous/battery vehicles ramp up. Will it get bad for petro? Will power generators boom? Will charging up at home put coal and natty back in favor? Will alternative power producers ever become viable investments? Wind/solar seem like they'll need a great deal of stimulus to ever get rolling. Mid-sized broadcasting seems to be struggling. There are the huge players at one end and a bunch of tiny niche guys at the other. Mid-sized broadcasters might never get back in the mix like they once were.

Sometimes all of the moving pieces makes my head spin.
 
#335
#335
Just glad with all the falling that Netflix is still above $250. Might be smart to buy back in now before it begins another push to $300.
 
#336
#336
Thunder Good-Oil said:
Just personal and family and a CPA. I've considered licensing up with the SEC, but I don't care to push annuities and insurance. People need to be in individual stocks, but brokers don't make money putting their clients there.

I'll be buying something, just not sure what yet. Quality companies only... they've been so expensive for a while and these pull backs are making them attractive. A lot of ETFs often seem to be weighed down with the bad companies that are included in the sector or style. Good for some trading though. Staying clear of the thinly traded exchange traded securities.

Probably fishing for some solid dividend paying companies that have been knocked down and maybe some well positioned techs with good financials. LAM Research, nvidia, Analog Devices, and a few others are interesting to me. Maybe something in internet security... that group moves fast, but it seems like it's been a while since a big hack or virus have been in the news. There could be a trade there. I never go short, but will get into inverse ETFs occasionally. Margin is my friend and worst enemy.

I used to be more contrarian and would buy beaten up stocks. That rarely ends well. Have had my eye on Chipotle and missed the previous move up. Going to check later where it's now trading.

Energy, retail, and broadcasting/TV/radio/media have interested me for several years. Financials too. Peter Lynch positioned Magellan nicely by physically observing businesses. Amazon has disrupted a lot of that methodology. It's going to be interesting to see how autonomous/battery vehicles ramp up. Will it get bad for petro? Will power generators boom? Will charging up at home put coal and natty back in favor? Will alternative power producers ever become viable investments? Wind/solar seem like they'll need a great deal of stimulus to ever get rolling. Mid-sized broadcasting seems to be struggling. There are the huge players at one end and a bunch of tiny niche guys at the other. Mid-sized broadcasters might never get back in the mix like they once were.

Sometimes all of the moving pieces makes my head spin.
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Solid post.

What are your favorite dividend stocks currently?

Thoughts on REITs at current levels, like maybe NLY? Obviously rising rates could be an issue but how much of that is already priced in?
 
#337
#337
Yesterday was terrible! Not counting today the DOW is down over 2000 points; so far it's down 333. We were up over $3400 for January but that was wiped out!😬😱😨😟😣😞 If the market keeps this up we'll lose over $6000 for February.😱😨👎😟😖😞😦😣
 
#339
#339
Freak said:
Solid post.

What are your favorite dividend stocks currently?

Thoughts on REITs at current levels, like maybe NLY? Obviously rising rates could be an issue but how much of that is already priced in?
Click to expand...

I haven't looked closely at dividend payers lately, but I'll check out Dominion Resources, Exxon, pipelines, other blue chips (UPS maybe), possibly Costco (can't recall the yield off hand), big financials.

I don't have a strong feeling on REITs. Millenials not building families and buying cars is changing the real estate landscape. I like American Tower and Crown Castle, but they haven't been cheap. Simon seems to be a well run company, but Amazon is blowing up shopping habits.
 
#341
#341
Thunder Good-Oil said:
I haven't looked closely at dividend payers lately, but I'll check out Dominion Resources, Exxon, pipelines, other blue chips (UPS maybe), possibly Costco (can't recall the yield off hand), big financials.

I don't have a strong feeling on REITs. Millenials not building families and buying cars is changing the real estate landscape. I like American Tower and Crown Castle, but they haven't been cheap. Simon seems to be a well run company, but Amazon is blowing up shopping habits.
Click to expand...

They can't afford it and it will change when the boomers start to die off and enrich the kiddos.
 
#343
#343
TennFan said:
Yesterday was terrible! Not counting today the DOW is down over 2000 points; so far it's down 333. We were up over $3400 for January but that was wiped out!😬😱😨😟😣😞 If the market keeps this up we'll lose over $6000 for February.😱😨👎😟😖😞😦😣
Click to expand...

Relax, you are back to where you were the first week of December. Were you set for life then? People are acting like they’re going to have to sell the farm.
 
#345
#345
Annaly Capital Management (NLY):

2017 earnings will be announced next week.

Before buying, I'd want to know why the quarterly earnings and revenue dropped so much YOY. The I/S shows that they're much higher in 2016 over 2015. Seems like there's some kind of reorganization or asset purge going on. Nice dividend yield. Doesn't look real expensive. Trading near the bottom of a narrow 52-week range.

Taxed as a REIT, but looks more like a financial since they seem to be into mortgages/real estate finance rather than owning real estate. The dividend might represent almost all of the value based on earnings. Real property would appreciate. Holding just debt would lose value when interest rates rise. But they own other derivatives and seem to be pretty sophisticated, so they could be fully hedged. Also, their operating expenses would be much lower than a real property owner's.

As far as I can tell their business model is to use short term borrowings to buy long term mortgage debt.
 
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#346
#346
TennFan said:
Yesterday was terrible! Not counting today the DOW is down over 2000 points; so far it's down 333. We were up over $3400 for January but that was wiped out!😬😱😨😟😣😞 If the market keeps this up we'll lose over $6000 for February.😱😨👎😟😖😞😦😣
Click to expand...

$6000, :lolabove: I wish I had only lost 6k
 
#348
#348
I moved my 401k back in to my prior funds Thursday afternoon. I'm sure theres still some more big swings ahead, but hoping it will level out and start inching up towrds previous highs over the next few months.
 
#350
#350
Thunder Good-Oil said:
Annaly Capital Management (NLY):

2017 earnings will be announced next week.

Before buying, I'd want to know why the quarterly earnings and revenue dropped so much YOY. The I/S shows that they're much higher in 2016 over 2015. Seems like there's some kind of reorganization or asset purge going on. Nice dividend yield. Doesn't look real expensive. Trading near the bottom of a narrow 52-week range.

Taxed as a REIT, but looks more like a financial since they seem to be into mortgages/real estate finance rather than owning real estate. The dividend might represent almost all of the value based on earnings. Real property would appreciate. Holding just debt would lose value when interest rates rise. But they own other derivatives and seem to be pretty sophisticated, so they could be fully hedged. Also, their operating expenses would be much lower than a real property owner's.

As far as I can tell their business model is to use short term borrowings to buy long term mortgage debt.
Click to expand...
I owned 3630 shares of it. Bought it in 2015 for $9.60, sold it 2 years later for $12.27. I think it's back in the 10's now.
 
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