Investing 102

[XLexusTech]

Originally Posted by GregWeld

Thanks for making my point. Which was - you didn't need to GAMBLE on the IPO's to have nice gains.... Johnson and Johnson (JNJ) and Apple (AAPL) and many other tried and true names did as well or better than some of the IPO's.

I've never said DON'T BUY -- my point is more about NEWBS being able to stomach some of the wild rides these TYPES of stocks take you on.

Ok now adding something meaningful ... Their is more to learning about a company then how it's finances look... You have to learn about the market segment and company vision ... In there might be we're you find companies with upside... Take FB as an example... Many people focused on the perceived lack of revenue strategies ... Opposed to market dominance and technical vision ... Which is why I bought held and bought more close to the all time low $$$$$$

No disagreement however I believe long I will make exponentially more on FB then JNJ which I actually bought for the dividend but my timing was optimal...

[GregWeld]

Originally Posted by XLexusTech

No disagreement however I believe long I will make exponentially more on FB then JNJ which I actually bought for the dividend but my timing was optimal...

No -- Let's be HONEST... not arguing - just pointing out the reality. I personally made money this year on Twitter - Facebook - Alibaba and GoPro TRADES (I bought and flipped). I don't post that because I don't want people copying what I'm doing/do. Everyones situation is different. You were LUCKY. That's my point. Had you bought Twitter instead of Facebook - you'd be DOWN 40%. Whatever your choice(s) might have been doesn't matter -- some readers here would have missed the FB IPO and watched it stream ahead - and therefore plowed into TWITTER and lost their asses (SO FAR). That's not to say they, or you, might have bought some other name, and been equally up or down. The point of the OP was that these IPO's are not guarantees of success... the way you'd think they might be given the way they are touted on TV. The biggest IPO ever in history (BABA) lags behind if you'd just bought the NASDAQ.

[XLexusTech]

Originally Posted by GregWeld

No -- Let's be HONEST... not arguing - just pointing out the reality. I personally made money this year on Twitter - Facebook - Alibaba and GoPro TRADES (I bought and flipped). I don't post that because I don't want people copying what I'm doing/do. Everyones situation is different. You were LUCKY. That's my point. Had you bought Twitter instead of Facebook - you'd be DOWN 40%. Whatever your choice(s) might have been doesn't matter -- some readers here would have missed the FB IPO and watched it stream ahead - and therefore plowed into TWITTER and lost their asses (SO FAR). That's not to say they, or you, might have bought some other name, and been equally up or down. The point of the OP was that these IPO's are not guarantees of success... the way you'd think they might be given the way they are touted on TV. The biggest IPO ever in history (BABA) lags behind if you'd just bought the NASDAQ.

I can't disagree more I wasn't lucky by buying FB I was strategic an have and maintain a significant knowledge if the tech sector... Which will eventually lead to a twitter purchase ...
I understand more about the sector then the financials which is a very big lever that folks should explore...

I don't flip and stocks and I am up 31% market value this year on a whole yet couldn't tell you what the P/E is on any of my holdings

[ironworks]

What so I took "some" of you advice over the weekend and check out the competition part at the bottom of the stock page. I also tried to find a stock that I had no idea was even on the exchange. I have seen the Polaris market explode in the past few years. They really are the only ones in the industry with a 100hp 20" travel offroad buggy that really works and Polaris must be selling a ton of them as they are now leading sponsors for huge events all over. Do you see something like this as risky or will this growth if capitalized on set them up for a bigger future? I get nervous thinking every bubble can burst. They have decent dividend and over the long term seem to keep going up.

I wish I would have thought out Polaris and Chipotle 4 years ago when they both became aware in my life.


Also what is your take on the slump in the oil? I feel it has to come back again. I live in a heavy oil community and its sad to see all the parked rigs but I have seen this a few times before. Chevron stock is at a 20 year low and I'm trying to diversify my holdings, but I also see a market I think is on sale and has to come back strong as there is nothing to replace it. Should I continue to diversify or hold off and take advantage of what seems to be on "sale". It could go lower but the dividend is descent from what I have understood you to say to get in now and maybe buy more later.

[XLexusTech]

[/QUOTE]

Also what is your take on the slump in the oil? I feel it has to come back again. I live in a heavy oil community and its sad to see all the parked rigs but I have seen this a few times before. Chevron stock is at a 20 year low and I'm trying to diversify my holdings, but I also see a market I think is on sale and has to come back strong as there is nothing to replace it. Should I continue to diversify or hold off and take advantage of what seems to be on "sale". It could go lower but the dividend is descent from what I have understood you to say to get in now and maybe buy more later.[/QUOTE]

I am Not an energy sector expert by any means.. however the thing that causes me pause on the oil market is that it is artificially manipulated by OPEC.
So even though you know that demand is going to go up... (emerging markets in China India Ect..) however what about the supply?

OPEC manipulates the supply routinely to control the prices... Some theories around the recent drop is that OPEC isn't cutting supply (forcing prices to rise) as a way of hurting IRAN or ISIS or even Russia... Who knows... but at the end of the day.. since its artificially manipulated.. its a gamble...

I am staying neutral but will be keeping all of my CVX and XOM

[GregWeld]

Originally Posted by ironworks

What so I took "some" of you advice over the weekend and check out the competition part at the bottom of the stock page. I also tried to find a stock that I had no idea was even on the exchange. I have seen the Polaris market explode in the past few years. They really are the only ones in the industry with a 100hp 20" travel offroad buggy that really works and Polaris must be selling a ton of them as they are now leading sponsors for huge events all over. Do you see something like this as risky or will this growth if capitalized on set them up for a bigger future? I get nervous thinking every bubble can burst. They have decent dividend and over the long term seem to keep going up.

I wish I would have thought out Polaris and Chipotle 4 years ago when they both became aware in my life.


Also what is your take on the slump in the oil? I feel it has to come back again. I live in a heavy oil community and its sad to see all the parked rigs but I have seen this a few times before. Chevron stock is at a 20 year low and I'm trying to diversify my holdings, but I also see a market I think is on sale and has to come back strong as there is nothing to replace it. Should I continue to diversify or hold off and take advantage of what seems to be on "sale". It could go lower but the dividend is descent from what I have understood you to say to get in now and maybe buy more later.

Polaris (PII) has gone balistic since 2010. I do not know that market - but obviously you're involved in it so should be able to keep abreast... and be aware of any big competitors catching up or doing something better.... So that is EXACTLY what I'm always saying to invest in --- whatever that is --- something that you can stay aware of what's going on.

The dividend isn't very good on this name - BUT - you have to look at two factors. #1 huge recent growth and #2 This stock is a "splitter"... there's several splits in their history. Splits generally tend to be good for the investor.

#3 (I don't care that I said two things) -- you're relatively young - and it's okay to invest in higher growth (riskier) stocks as part of your portfolio.



+++++++++++++++


Oil is definitely "on sale"... and yes -- even if the USA becomes a net producer - as China's growth comes back on line and Russia's economy mends and European Union stops stalling and begins to grow again (just as the US has done) then DEMAND will / should pick back up.

Short term pain? Yeah most likely.... Longer term gain? I think so. Like anything - DO NOT OVER DO IT. That's gambling. Make INVESTMENTS - keep the percentages in line. People get screwed (screw themselves) when they gamble and lose the bet. NOBOBY KNOWS what the future has in store. So choose your bets wisely and keep them (keep yourselves) in check.

[XLexusTech]

http://www.bloombergview.com/article...l-is-different