Stock Portfolios V2

[ElKarlo]

Wow, the market got crushed today. Only O was not down in my port

 

[Michaelangelo]

lol at Verizon wanting to buy AOL

AOL jumped over 10% in after hours

 

[5crew]

Hey Mass, wanna make a new thread? Get some new blood in here, plus I want to make predictions for 2015. Let's just predict some things like S&P500 and maybe some big M&A, or what not, and see how wrong I am

Wow, the market got crushed today. Only O was not down in my port

Yeah, I think a new thread and a prediction will be fun. I remember a thread that was predicting silver price peak and bottom for 2014, but can't find it

I vaguely remember the first day or two of 2014, market got crashed too, then it just went higher and higher and set another record for the entire year. Hopefully 2015 would be the same.

I'm thinking of adding to AAPL if it hits $100 again but seems unlikely unless market continue to drop for first trading week of 2015.

 

[ElKarlo]

lol at Verizon wanting to buy AOL

AOL jumped over 10% in after hours

It's not a bad idea. Com companies def should diversify. AOL actually makes money and it isn't that big, so a take over isn't too hard to see.

 

[ElKarlo]

Yeah, I think a new thread and a prediction will be fun. I remember a thread that was predicting silver price peak and bottom for 2014, but can't find it

I vaguely remember the first day or two of 2014, market got crashed too, then it just went higher and higher and set another record for the entire year. Hopefully 2015 would be the same.

I'm thinking of adding to AAPL if it hits $100 again but seems unlikely unless market continue to drop for first trading week of 2015.

Yeah, would be kinda cool to see. Who predicted silver hitting a bottom? I can't recall at all. I was right that gold was going to take a beating. But past that, I dunno.

I think the SP500 will go up again, as QE is driving money into the markets. ANd companies are growing earnings, but just not as fast as their valuations are going up. I say S&P500 is going up to 2200 by the end of the year.

I also think that you'll see a crap ton of M&A in the energy sector. To include possibly Berkshire going after something. They have $62B on hand, and the oil sector may be a prime target.

 

[Michaelangelo]

It's not a bad idea. Com companies def should diversify. AOL actually makes money and it isn't that big, so a take over isn't too hard to see.

They want AOL's ad revenue sector. AOL may make money but paying 5 billion for a company that nets under a 100 million is not a wise move IMO.

I can't believe people still pay for dial up. Apparently AOL has 2 million members.

 

[ElKarlo]

They want AOL's ad revenue sector. AOL may make money but paying 5 billion for a company that nets under a 100 million is not a wise move IMO.

I can't believe people still pay for dial up. Apparently AOL has 2 million members.

Their earnings are that small? Why even bother? Yeah ad rev, but pay a reasonable price for it

 

[5crew]

Yeah, would be kinda cool to see. Who predicted silver hitting a bottom? I can't recall at all. I was right that gold was going to take a beating. But past that, I dunno.

I think the SP500 will go up again, as QE is driving money into the markets. ANd companies are growing earnings, but just not as fast as their valuations are going up. I say S&P500 is going up to 2200 by the end of the year.

I also think that you'll see a crap ton of M&A in the energy sector. To include possibly Berkshire going after something. They have $62B on hand, and the oil sector may be a prime target.

There was a thread about it, I remember posting in it but can't find it through my own records so I can't be bothered to dig deeper. Also not exactly predicted silver hitting bottom, the OP made a guess that Silver will be bouncing between $17 to $21 and wanted us to make our own prediction and views. Or whatever price, can't remember the exact numbers but I think it's fun to look back in retrospect.

I'm not educated about the overall market, I'm only into specific industries, so if I make any prediction, it will be just random numbers out of thin air. ^^ So I rather not say.

But as I believe since mid of 2013 that a correction is overdue, which been wrong for 18months, I still believe it's in the near future. Commodities plummeting, especially Oil for the past 6 months, might be the triggering/deciding factor if the situation prolongs.

Also, humble opinion, I don't think Fed will never hike interest rates despite Yellen constant assurance. The 18trillion debt is one major factor. They will constantly use existing and ongoing factors to delay it but still reassure that they will do something about the interest. But it will never materialised.

 

[Michaelangelo]

I remember a silver thread but it was for a positive prediction. It was in the War Room. They were predicting it hitting 50 dollars and just sky rocketing. Needless to say the silver train was short lived.

 

[ElKarlo]

OK, I remember that tread too. Yeah, a lot of silver nuts and gold bugs as of late. Got sucked into the hype. I am glad I am a contrarian by nature. Just because something is going up, doesn't mean it is going to continue.

Mass, be glad you got out of McDs. Friggin found Vinyl in a chicken nugget here in Japan. I think that their supply chain, which used to be top notch, has gotten sloppy.

 

[SammyPops]

Yeah, would be kinda cool to see. Who predicted silver hitting a bottom? I can't recall at all. I was right that gold was going to take a beating. But past that, I dunno.

I think the SP500 will go up again, as QE is driving money into the markets. ANd companies are growing earnings, but just not as fast as their valuations are going up. I say S&P500 is going up to 2200 by the end of the year.

I also think that you'll see a crap ton of M&A in the energy sector. To include possibly Berkshire going after something. They have $62B on hand, and the oil sector may be a prime target.

and maybe more stock buy backs.

Some really solid companies in this sector are off. Good opportunities if you have a strong stomach.

I'm looking at CI Financial, though I'd have to sell something to get into it. I hate selling and realizing a loss.

 

[Mr Mojo Lane]

Hey Mass, wanna make a new thread? Get some new blood in here, plus I want to make predictions for 2015. Let's just predict some things like S&P500 and maybe some big M&A, or what not, and see how wrong I am

Make a new thread or just post that stuff here.

 

[highkicknomore]

OK, I remember that tread too. Yeah, a lot of silver nuts and gold bugs as of late. Got sucked into the hype. I am glad I am a contrarian by nature. Just because something is going up, doesn't mean it is going to continue.

Mass, be glad you got out of McDs. Friggin found Vinyl in a chicken nugget here in Japan. I think that their supply chain, which used to be top notch, has gotten sloppy.

How long have you lived in Japan for? Planning to go there in March.

 

[SammyPops]

Oil at $48

 

[highkicknomore]

Oil at $48

Read an article yesterday saying oil price that low is bad for the economy. Is it true?

 

[SammyPops]

Read an article yesterday saying oil price that low is bad for the economy. Is it true?

depends what economy and what sector, I would think. It sure is deflationary and hurts govt revenue.

 

[youandme]

Gold to 1300/oz by feb.

 

[ElKarlo]

and maybe more stock buy backs.

Some really solid companies in this sector are off. Good opportunities if you have a strong stomach.

I'm looking at CI Financial, though I'd have to sell something to get into it. I hate selling and realizing a loss.

Oh yeah, buy backs are a great way to distract stock holders. And if the stocks go down, a good way to support it.

I seriously think Berkshire will grab some sort of energy company, prolly a pipeline company, or what have you.

Yeah, I dunno. Well do you have a dud to sell to get into CI? Something that isn't going to move ala GE?

 

[ElKarlo]

depends what economy and what sector, I would think. It sure is deflationary and hurts govt revenue.

It will hurt some heavy industries like CAT, JOY, and Terex. The low prices in oil and metals will reduce projects as well as CapEx spending.

Perhaps the US govt will finally start some infrastructure repair? That would help balance things out imho.

 

[PabloZed]

In case some of you fatcats are looking for bargains in real estate, some Russian oligarchs have put their palaces up for sale. Guess there isn't much faith in Putin or the rouble. Or perhaps, like me, they think cash is king.