E90Post
 


Coby Wheel
 
BMW 3-Series (E90 E92) Forum > BIMMERPOST Universal Forums > Off-Topic Discussions Board > Stock market tips and experiences



Reply
 
Thread Tools Search this Thread
      09-03-2014, 02:49 AM   #4445
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Sprint....
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      09-03-2014, 01:45 PM   #4446
jasonn
JDM Slut
jasonn's Avatar
United_States
141
Rep
4,233
Posts

Drives: 07 e90 335i
Join Date: Feb 2006
Location: CA

iTrader: (12)

Garage List
Quote:
Originally Posted by MrPrena View Post
M&A behaves very similar to Ricardian Trade Model.

MOST of the time, smaller companies who are getting acquired or merged together gains. HOWEVER,,,,,,,,,,,,,,,, when the company pays about < ~28% premium, it is actually not a premium. If you look at M&A or LBOs, it is usually just giving tax premium to the share holders.

CASE EX (again example): You bought TTWO for $5/sr few mo ago, and you want to keep that for a year to just pay the Capital gains tax. Mo after you purchased TTWO, ATVI offered $7/sr. WHen the merger finalize in 5mo (again ex), you only held the stock for ~6month. It means, you have to pay investment income taxes (not cap gain taxes). The premium ATVI gave to shareholder are mainly going to IRS' pocket. You basically didn't make too much $$ as you wanted.
Thank you very much again MrPrena. Very insightful and helpful. Much appreciated.


Quote:
Originally Posted by MrPrena View Post
Sprint....
haha lost a lot on AAPL today...if it drops more --> time to buy?
Appreciate 0
      09-03-2014, 02:06 PM   #4447
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

AAPL could be entering a downtrend, however with its event this week, this could just be noise.
Appreciate 0
      09-04-2014, 03:05 AM   #4448
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Quote:
Originally Posted by MrPrena View Post
I couldn't get in on a price I wanted, but bought AMD on Wed for under 3.80 across all my acct.
122mil shares traded on Thurs up 2.36% on a huge down day.
2.36% gain isn't much, but 122mil traded.... Something is up.

3.91 0.09(2.36%) Jul 31, 4:00PM EDT
Volume: 112,163,796
Avg Vol (3m): 28,437,200
Held AMD for about 35days, and ~11% is all I got...
I need to wait till OCT for this one to move.

http://finance.yahoo.com/q/op?s=AMD&m=2014-10
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      09-04-2014, 02:53 PM   #4449
RandomHero
Private First Class
United_States
25
Rep
159
Posts

Drives: 2008 335i e92
Join Date: Apr 2013
Location: Austin,tx

iTrader: (0)

Quote:
Originally Posted by MrPrena View Post
Well, if beta was 1 and S&P500 gain was 5%, 8% gain on one specific stock is consider beating the market.

Well, if beta was 2 and S&P500 gain was 5%, 8% gain on one specific stock is not consider beating the market. You took 2x the risk than the index/indices market. Therefore you should have 2x more gain.

A lot more to it than that. For example: what if the R-Squared were .10?

Quote:
Originally Posted by jasonn View Post
gotcha,

I just looked at my stocks' betas, they are all below 1 except two which are 1.18 and 1.09. Those are also the only two in the red currently.
A perfect example of why a beta measurement, by itself, is of little to no significance to the educated investor.
Appreciate 0
      09-04-2014, 02:57 PM   #4450
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Quote:
Originally Posted by RandomHero View Post
A lot more to it than that. For example: what if the R-Squared were .10?

A perfect example of why a beta measurement, by itself, is of little to no significance to the educated investor.
NOW, we are talking to real technical trader here.
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      09-11-2014, 01:58 PM   #4451
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Quote:
Originally Posted by MrPrena View Post
Sprint....
Sprint .....
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      09-11-2014, 09:48 PM   #4452
Xtabi
Colonel
Xtabi's Avatar
United_States
1696
Rep
2,111
Posts

Drives: 2016 M3
Join Date: Jan 2008
Location: Ohio

iTrader: (0)

Have you guys been taking up positions in MSFT? I've been giving you the heads-up for weeks now!
__________________
2016 F80 | MG/SO | DCT | Adaptive M Suspension | 19" Black 437M Wheels | CF Roof | CF Trim
Appreciate 0
      09-12-2014, 03:15 PM   #4453
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

I knew AMD will see a dip, before pre-earning run up. Just that -2.9% today on no news kinda makes me unhappy. 4% gain in 1mo on AMD during historical bull market is just stupid. Even people who has no idea about stock invested in GPRO, TSLA, and FB made more than I did (comparing only to AMD) Still gonna hold till Mid OCT.

If there is no spike during OCT, AMG for AMD campaign is a bust.

Sprint was another free giveaway from the wall street (just like Twitter purchased before world cup this year).
Of course Iphone6 will support triband.
Of course Sprint will be agressive with pricing after they decided not to go with Acquiring TMUS.




Quote:
Originally Posted by MrPrena View Post
My wife wants a C63AMG. Thankfully she doesn't care if it is non blk ser.
We are calling the AMG campaign a.

AMD for AMG

__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      09-12-2014, 03:24 PM   #4454
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

Looking for SLV to have a strong flush to the $15s. I'd go long only on a sell-climax. SPX is in a short term downtrend.
Appreciate 0
      09-15-2014, 01:15 PM   #4455
Patrick303
Lieutenant
Patrick303's Avatar
United_States
672
Rep
474
Posts

Drives: F36 440i GC
Join Date: Jan 2011
Location: Denver, CO

iTrader: (2)

Garage List
UGH! Anyone else seeing heavy selling in their stocks? The fund managers are selling some of their high growth holdings and taking profits to raise capital for the impending Alibaba IPO on Friday. My Facebook shares have fallen 5% so far today!
__________________
2024 Porsche Taycan 4S
2017 440i xDrive Gran Coupe M Sport
2017 Ducati Monster 821
Appreciate 0
      09-15-2014, 05:09 PM   #4456
jasonn
JDM Slut
jasonn's Avatar
United_States
141
Rep
4,233
Posts

Drives: 07 e90 335i
Join Date: Feb 2006
Location: CA

iTrader: (12)

Garage List
Quote:
Originally Posted by Patrick719 View Post
UGH! Anyone else seeing heavy selling in their stocks? The fund managers are selling some of their high growth holdings and taking profits to raise capital for the impending Alibaba IPO on Friday. My Facebook shares have fallen 5% so far today!
I got hit hard with AMZN.

I'm going to pick up some FB when it hits 70/72.

Also Netflix although I haven't determined an entry point for that one yet.

LUV is singlehandly keeping my entire portfolio in the green
Appreciate 0
      09-15-2014, 06:07 PM   #4457
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

Tech got sold off pretty hard today. Might've been because of the alibaba ipo coming soon.
Appreciate 0
      09-15-2014, 06:19 PM   #4458
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

TSLA warning from ANALyst was a huge contribution to biotech/momentum stock's fall.
It was no brainer, but I think it will head up "little" higher. TOo many people on the sideline right now. Only momentum stock I've bought this year was Pandora and Twitter.

I am sticking with beat up stocks.

Just my opinion that people will do better on negative EPS stocks than a stock with extremely high P/E right now. People are looking for next TSLA which people DO NOT know about.
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      09-18-2014, 10:51 PM   #4459
NemesisX
Captain
317
Rep
905
Posts

Drives: '19 Infiniti Q60S
Join Date: Jul 2009
Location: TX

iTrader: (0)

How does everyone feel about alibaba? I missed the boat on twitter and go pro. The hype surrounding alibaba seems to be even greater. I'm tempted to gamble a substantial amount on alibaba but I'd like to hear some thoughts first.
Appreciate 0
      09-19-2014, 03:34 AM   #4460
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Quote:
Originally Posted by NemesisX View Post
How does everyone feel about alibaba? I missed the boat on twitter and go pro. The hype surrounding alibaba seems to be even greater. I'm tempted to gamble a substantial amount on alibaba but I'd like to hear some thoughts first.
320m shares will be available upon hitting the secondary market.
At least there are less probability that specialist/MM's hiking the damn price to 90/sr on open.

My wife is willing to only bet 200-500shares (depends on opening price upon hitting the 2nd mkt). I would rather bet on RAD at 5.00-5.10.
We are too heavy on other stocks as is.
Everytime I see "IBs, insides, and initial investors are selling, street buys" kinda makes it less attractive to IPO. BTW, i was all over IPOs during 1999-2000.
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      09-19-2014, 09:43 AM   #4461
MetsFan
Lieutenant
MetsFan's Avatar
92
Rep
440
Posts

Drives: 2013 G37x
Join Date: May 2009
Location: MA

iTrader: (1)

Garage List
2007 BMW 328xi  [0.00]
How about YHOO? Do you guys think they will gain much from the BABA IPO?
Appreciate 0
      09-19-2014, 09:55 AM   #4462
mact3333
Captain
mact3333's Avatar
United_States
121
Rep
876
Posts

Drives: 16' YMB/Blk F82
Join Date: Mar 2011
Location: Portland Area

iTrader: (1)

Forget about BABA for now...pretrading already at 84-86...gonna pop...gotta wait for pullback before even thinking about this one.

Not interested over long term...at the open, going to be valued higher than AMZN and prob as much as FB....crazy.
Appreciate 0
      09-19-2014, 10:55 AM   #4463
mact3333
Captain
mact3333's Avatar
United_States
121
Rep
876
Posts

Drives: 16' YMB/Blk F82
Join Date: Mar 2011
Location: Portland Area

iTrader: (1)

Quote:
Originally Posted by MetsFan View Post
How about YHOO? Do you guys think they will gain much from the BABA IPO?
I like your thinking..the smart way to play BABA...I got in YHOO awhile back thinking same thing.

If BABA starts trading around 85-90, its mkt cap will be close to 200B...YHOO owns 25% of BABA correct?...YHOO mkt cap currently 41B...hmm...do the math...that means as of this am, YHOO has no inherent value without the BABA ownership?..come on we all know this isn't true...gotta be worth 10-20B without the BABA stake...I like the math...
Appreciate 0
      09-19-2014, 10:58 AM   #4464
mact3333
Captain
mact3333's Avatar
United_States
121
Rep
876
Posts

Drives: 16' YMB/Blk F82
Join Date: Mar 2011
Location: Portland Area

iTrader: (1)

LOL...BABA trading at 98.00 on level 2....YHOO owners gonna be happy.
Appreciate 0
      09-19-2014, 11:03 AM   #4465
PSUSMU
Captain
95
Rep
985
Posts

Drives: 2008 Porsche 911 Carrera S
Join Date: Jun 2012
Location: Falls Church/Merrifield, VA

iTrader: (3)

In BABA @ $92.70, out @ $99
__________________
RSI, LLC | Fender Rolling | Suspension | Engine | Other Stuff

Last edited by PSUSMU; 09-19-2014 at 11:15 AM..
Appreciate 0
      09-19-2014, 12:47 PM   #4466
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

"Yahoo, which owns 22.4%, said it plans to sell 121.7 million shares, equivalent to a 4.9% stake. "

So, YHOO would have 17.5% of the share. With the valuation of BABA at 227b, yahoo would have 39.7b.
With debt, cash position, PLUS BABA shares sold, YAHOO can be close to privatizing themselves.
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
Reply

Bookmarks

Thread Tools Search this Thread
Search this Thread:

Advanced Search

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off



All times are GMT -5. The time now is 06:06 PM.




e90post
Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
1Addicts.com, BIMMERPOST.com, E90Post.com, F30Post.com, M3Post.com, ZPost.com, 5Post.com, 6Post.com, 7Post.com, XBimmers.com logo and trademark are properties of BIMMERPOST