Stock Market 2014

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Emancipator

Hummingbird
Gold Member
3D printing is still very early, instead of going for the typical plays in 3D printing (DDD, SSYS) I'm going for the maker of the software (Autodesk)
 

Cincinnatus

Hummingbird
Gold Member
Emancipator said:
3D printing is still very early, instead of going for the typical plays in 3D printing (DDD, SSYS) I'm going for the maker of the software (Autodesk)

Interesting. I've been following the 3D printing stocks since Louis Basenese declared that the bubble surrounding DDD and similar stocks had burst.

...

Did anyone notice George Soros' $1.3B bet against the S&P?
 

Flavius Aetius

Woodpecker
Gold Member
Cincinnatus said:
Did anyone notice George Soros' $1.3B bet against the S&P?

That article got a lot of play because Zerohedge promoted it as some sort of signal the smart people were preparing for a market crash. Most likely it is a hedge against his long positions.
 

Steve9

Woodpecker
A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.
 

RockHard

Kingfisher
Gold Member
Flavius Aetius said:
As an Altria shareholder I hate that they were forced to purchase Green Smoke. It pretty much indicates that despite company pronouncements, MarkTen (altria's e-cig product) is a failure/coming in below expectations. Why would you waste over $100 million on an e-cig company if you have successful e-cig product in development?

Lorillard (LO) (another holding) is the clear winner so far in the ecig market with Blu. It currently controls 49% of the market and growing every quarter. Lorillard beat Altria and Reynolds into the ecig market.

It still remains to be seen how much ecigs eat into the traditional cig market. My hope is that ecigs (because they are perceived as safer) will increase the overall smoking market rather than simply cannibalizing existing smokers.

Yeah, that's a really interesting development. I had LO in my portfolio a few years back and sold it because it looked like it wasn't going anywhere, big mistake. There's still a ton of money in tobacco but it was looking like a 0 growth industry, but that's probably changing.

And there's always marijuana. I guarantee every tobacco company is thinking hard about how to play in that market.
 

svenski7

Woodpecker
@Steve9: I would personally stay away from LinkedIn.

Michael Kors is interesting and might be a good buy.

Have you looked into Coach?
 

Steve9

Woodpecker
svenski7 said:
@Steve9: I would personally stay away from LinkedIn.

Michael Kors is interesting and might be a good buy.

Have you looked into Coach?

Yes, I brought a small position in Coach last year. Looks like they will take a few years to get back on track...

Growth is much higher for Kors, their products are just starting to take off Europe and Asia where I suspect they will take market share from brands like Louis Vuitton.
 

Cincinnatus

Hummingbird
Gold Member
Steve9 said:
A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.

I work in the wedding industry, and heard from a couple fellows I know that Michael Kors has recently introduced a tuxedo line. Most of those tuxedos will probably be sold to tux rental stores - I fully expect KORS to see a few hundred million in new revenue from that niche.

If Men's Wearhouse tries to buy exclusivity rights to the Michael Kors tuxedo line, as they've done with Joseph Abboud, Vera Wang, Calvin Klein - expect to see a KORS rally.
 
I am by no means an expert on the stock markets. My profit percentage from last year was very modest - at an average of 16%, however it was achieved with very little effort, and with just some careful tweaking here and there.

My only advice (from past experience) would be to NEVER go "all in" on one investment.

Always, always ALWAYS spread your portfolio across many different investments, in many different sectors. That way, if one or two go wrong, then it minimises the risk to your overall portfolio.

Also, my other own personal advice is to only invest "surplus cash" - i.e. what you can afford to lose. That way, if the shit does hit the fan, you don't lose everything.

Simple advice, but often forgotten. :tard:
 

Emancipator

Hummingbird
Gold Member
Steve9 said:
A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.

Another growth stock I've been looking into is Chipotle Mexican grill. Branching off using same concept into other fields (chopshop, pizza thing) not to mention they haven't penetrated Canada at all (only what two stores?), and there is still room for growth in the US.

Part of my list of growth stocks that make no fundamental sense, but to the moon baby!
 

Emancipator

Hummingbird
Gold Member
Emancipator said:
Steve9 said:
A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.

Another growth stock I've been looking into is Chipotle Mexican grill. Branching off using same concept into other fields (chopshop, pizza thing) not to mention they haven't penetrated Canada at all (only what two stores?), and there is still room for growth in the US.

Part of my list of growth stocks that make no fundamental sense, but to the moon baby!

Tesla is another growth stock that makes me say wtf, dropped to $120 a couple weeks ago and here it is at $250
 

Veloce

Crow
Gold Member
Emancipator said:
Emancipator said:
Steve9 said:
A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.

Another growth stock I've been looking into is Chipotle Mexican grill. Branching off using same concept into other fields (chopshop, pizza thing) not to mention they haven't penetrated Canada at all (only what two stores?), and there is still room for growth in the US.

Part of my list of growth stocks that make no fundamental sense, but to the moon baby!

Tesla is another growth stock that makes me say wtf, dropped to $120 a couple weeks ago and here it is at $250

I was kicking myself all yesterday for not buying Tesla a couple months ago. I was ready to buy and I let myself be talked out of it by a close friend who's taught me a lot about investing, but in this case I should have gone for it.
 

Steve9

Woodpecker
thedude3737 said:
I was kicking myself all yesterday for not buying Tesla a couple months ago. I was ready to buy and I let myself be talked out of it by a close friend who's taught me a lot about investing, but in this case I should have gone for it.

Teslas market cap of $31 Billion is now half that of Fords....Amazing!!

Hard to see how they can live up to the expectations.
 

Cincinnatus

Hummingbird
Gold Member
Steve9 said:
thedude3737 said:
I was kicking myself all yesterday for not buying Tesla a couple months ago. I was ready to buy and I let myself be talked out of it by a close friend who's taught me a lot about investing, but in this case I should have gone for it.

Teslas market cap of $31 Billion is now half that of Fords....Amazing!!

Hard to see how they can live up to the expectations.

I'm wondering when Tesla's stock is going to come crashing down. I may not be the smartest guy, but a $31B market cap seems over-the-top considering Tesla sold around 20,000 cars last year.
 

Veloce

Crow
Gold Member
The stock price doesn't reflect Tesla as a car company as we know it. It's speculation based on news of the development of their massive "Gigafactory" (home energy storage units) and more affordably priced cars.
 

svenski7

Woodpecker
Cincinnatus said:
Steve9 said:
thedude3737 said:
I was kicking myself all yesterday for not buying Tesla a couple months ago. I was ready to buy and I let myself be talked out of it by a close friend who's taught me a lot about investing, but in this case I should have gone for it.

Teslas market cap of $31 Billion is now half that of Fords....Amazing!!

Hard to see how they can live up to the expectations.

I'm wondering when Tesla's stock is going to come crashing down. I may not be the smartest guy, but a $31B market cap seems over-the-top considering Tesla sold around 20,000 cars last year.

Tesla stock is basically cult status at this point.

The financials don't justify the share price.

I like the company but I wouldn't buy their stock that price.
 

DVY

Ostrich
Gold Member
TSLA is a perfect company to buy some short-term options for. Flys up and down for almost no reason.
 
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