hundred dolla bill yall

12/30/2007 3:30:59 PM

nice content

12/30/2007 4:00:16 PM

12/30/2007 8:31:03 PM

I'm in.

12/30/2007 8:33:03 PM

1. buy ETF's
2. hold for long time
3.
4. profit

12/30/2007 9:09:18 PM

In all honesty, I didn't make money off of any suggestion in the 2007 thread.

12/30/2007 10:05:37 PM

I hope you didn't buy solely off anyone's suggestions.

12/30/2007 10:12:50 PM

^^ just do this

Quote :

"1. buy ETF's 2. hold for long time 3. 4. profit"

12/30/2007 11:37:03 PM

I didn't lose any money either, and I made a shitload on my own shit, so it's all good.

12/31/2007 12:03:43 AM

Bought some Cisco yesterday at 27.10 ... Strong support there, and really a pretty good deal.

1/1/2008 9:14:55 AM

7 minutes...not bad bobby

in on page 1 also

[Edited on January 1, 2008 at 9:37 AM. Reason : .]

1/1/2008 9:32:44 AM

time warner is a steal right now

1/1/2008 11:35:21 AM

Copying my own post in from the '07 thread, since we started this one.


so, heading into 2008...are we gonna start a new thread or keep the '07 edition running?


also, what is on your watch lists?

in chronological order from when I added them:

1. Home Depot (HD)
2. Lowes (LOW)

these two operate in what pretty much amounts to a duopoly (I tend to invest in dominant player, best of breed type companies). They've both had their prices depressed by the housing debacle. I'm watching and waiting. Hopefully I won't miss the boat.

3. Cisco Systems (CSCO)

4. Berkshire Hathaway (BRK/B) Missed the buying opportunity on this one...couldn't get the money together in time (at least not without putting in money from savings/house fund). If it drops and I have the money, count me in.

5. Coca-Cola (KO) Not quite as hot about this stock as I once was, but still on the watch list. Dominant company with worldwide market share and growth prospects. Also a consumer staple if the economy shits the bed. Pays a decent dividend, too.

6. Sadia (SDA) Brazilian company, pretty dominant player in the poultry industry. Not about to pull the trigger on it, but I keep tabs on it.

7. Boeing (BA) Great company. American manufacturing and exports are strong. Price depressed due to delays in production of the Dreamliner. Thinking about buying here.

8. Medtronic (MDT) Don't remember exactly why added this one. They do some neat stuff, but I'm obviously not on fire for them. Also skeered of healthcare stocks in this election year.

9. AT&T (T) Giant in its industry, in bed with the iPhone (which will get more and more popular as its price is reduced, although the competitors are already on the way). Also pays a nice dividend.

10. Cemex (CX) World's largest producer of concrete/cement/etc. Stands to cash in big from growth in devoloping nations. Mexican company, but price depressed due to U.S. housing market. Pays a pretty nice dividend. Recommended by both Motley Fool and Kiplinger's. Thinking strongly about buying here.

11. XTO Energy (XTO) Price of natural gas depressed compared to oil. One $63 share represents 66k cubic feet of natural gas--or $530 at today's prices. Thinking strongly about buying here, as well.



For that matter, let's list out current holdings:

Aflac (AFL)
Cognizant Tech Solutions (CTSH)
Dolby Labs (DLB)
FedEx (FDX)
Garmin (GRMN)
Altria Group (MO)
NetFlix (NFLX)
National Storm Management (NSMG)
Navteq (NVT)
Optionsxpress (OXPS)
Shuffle Master (SHFL)
Schlumberger (SLB)
Staples (SPLS)
Toyota (TM)
Vanguard Emerging Mkts ETF (VWO)

[Edited on December 30, 2007 at 3:06 PM. Reason : yes, NSMG is a pink sheeter...i got burned on it getting greedy, but only on a $50 buy in.]

[Edited on December 30, 2007 at 3:07 PM. Reason : might play around and try to make a few bucks on NSMG's volatility just for fun]

[Edited on January 1, 2008 at 5:18 PM. Reason : FWIW, i was up somewhere around 20% for '07. Let's see if I can make a habit of that!]

[Edited on January 1, 2008 at 5:29 PM. Reason : asfd]

1/1/2008 5:16:58 PM

I bought some AEO yesterday. I already own some some CSCO. Been thinking about picking up some AAPL or RIMM.

1/1/2008 5:22:40 PM

Finally, some intelligent commentary.

I'll post my own list in a day or two.

1/1/2008 5:22:55 PM

I'm such a pussy. I'd been telling myself I was going to buy a stock in '08 with my Roth contribution but i bought a mutual fund instead.

I was waffling between CSCO, AAPL, and GOOG but i just went ahead and bought FLVCX (leveraged co. stock) instead.

I just don't like the idea of gambling on my retirement, I'd rather have the guaranteed ~$10 million (if i can stomach working until 65) than risking it on some stock picks i have no clue about.

1/1/2008 11:34:34 PM

1. That's not being a pussy--that's just smart.
2. Getting $10 million out of just a Roth IRA would be, ummm, strong, given the contribution caps.
3. Nothing is guaranteed--only good odds if you play your cards right.


My Roth IRA is mostly full of index funds, with a couple of other mutual funds rounding it out. All of my stocks are in a seperate, qualified account.

1/1/2008 11:46:31 PM

^^i smell a bullshitter

1/2/2008 12:09:29 AM

haha yeah no way I'll get $10 mil out of a roth IRA. I was combining roth & 401k

I contribute 20% to my 401k, 7% company match starts in June, and i max the roth out each year...

10 million was just an estimate. One of these days i might actually start spending money and stop contributing quite as much.

1/2/2008 7:46:52 AM

Quote :

"For that matter, let's list out current holdings:"

Apple (AAPL): Doesn't really need much commentary. Hopefully Jobs can keep the technology/innovation/hype machine running.

AT&T (T): A Dog of the Dow.

General Electric (GE): A Dog I've had for two years and something I'll probably hold on to for awhile. You name it--nuclear, solar, green--they have a large finger in the pie.

Intuitive Surgical (ISRG): Manufactures endoscopy equipment (an ever-increasing preferred method of surgery) and a robotic surgical system. A nice place in medicine without all the ups and downs that come with pharma research pipelines.

Janus Orion Fund (JORNX): The only mutual fund I own. It's done fairly well over the years I've had it.

Priceline (PCLN): I'll do anything Capt. Kirk tells me to.

Potash Corporation of Saskatchewan (POT): The leading world producer of potash, a key component of fertilizer. Rising agriculture prices and increased demand for biofuels should continue to drive fertilizer demand and price.

Research in Motion (RIMM): Maker of the BlackBerry. Faces tough competition from the iPhone, but still seems to have pull with the corporate world. China...

Verizon (VZ): Another Dog of the Dow I've had for about 2 years. AT&T's closest competitor--it'll be interesting to see how they do versus AT&T's iPhone. Don't forget FiOS.

Of the above, RIMM and PCLN will probably be the first to go.


Totals for last year:

Me: 41.54%
Mutual Fund: 31.95%
Total: 39.49%

1/2/2008 8:17:27 AM

Why RIMM?

1/2/2008 9:07:26 AM

Currently Own:

AAPL
CSCO

Watch List:

GOOG
FXI
VMW

Looking for some good Solar Investments. Anyone have a favorite, and why?

1/2/2008 10:13:09 AM

^^because

- smartphones in general are blowing up (they benefit from apple popularizing the market)
- blackberries are pretty good
- they fill a niche that the iphone does not

1/2/2008 10:23:57 AM

Currently Own:

AEO
CMGI
CSCO
GOOG
GS
NMKT
QQQQ
WCG
VFIFX
Several other random mutual funds.

Watch List:

AAPL
RIMM

1/2/2008 10:26:07 AM

Yeah, which I why I wanted to know why he said

Quote :

"RIMM...will probably be the first to go."

1/2/2008 10:26:49 AM

^ Mostly because the stock price has been in a slow decline for about the past 2 months. Even after a nice pop following last quarter's earnings and an optimistic fourth quarter outlook from the company, the stock has still languished somewhat. Granted, this was over the holiday season and trading volume has been relatively light. However, I'm still casting my eye about for something better in case RIMM doesn't turn around in the next few weeks.

1/2/2008 11:51:00 AM

Dang ... this sucks ... so maybe this is too soon to buy in afterall ...

1/2/2008 12:13:25 PM

Quote :

"Looking for some good Solar Investments."

be careful with that. they've had a massive run up, and you don't want to catch them at a top. maybe wait for a pullback later this month. maybe not - i don't know. when getting into stuff with a lot of momentum, you have to be mindful of when the momentum swings.

1/2/2008 1:36:37 PM

Any opinions on BRKB? Obviously I'd only be buying 1 or 2 shares. It's performed very well, but the steep chart over the past 6 months makes me a bit reluctant.

1/2/2008 2:34:26 PM

Quote :

"Dang ... this sucks ... so maybe this is too soon to buy in afterall "

While there will almost always be select stocks that do well, this year is likely to be painful in general.

If I have to make picks then I say

TNX - Ten year T-notes. I am bullish on bonds for a number of reasons including both the likelihood of recession and a second flight to quality when the banking freeze gets worse.


AGO - They are a smaller player in the muni insurance market. The collapse of the big boys ABK and MBI has got to be good for someone and Accrued Interest likes AGO, so I like AGO.

BAC (eventually) - Somewhere down the line there will be a chance to pick up BAC. I think the financials have more bleeding to go, but so far BAC doesn't seem to guilty of much bad behavior. Nonetheless, baby bathwater and all of that.

ADM - Oil will surge and oil will fall but agflation is here to stay. I don't even think you have to keep the ethanol interest going to be bullish on ADM.

I also think high energy price and strong commodity demand make the rail and river barge concerns look attractive but I don't know enough about the industry to pick any names.


Update: Bonds surged today making them slightly less attractive but I still think we could get down to 3.5 yeild on the TNX.

1/2/2008 3:14:06 PM

^^ Berkshire's businesses that are working will continue to work for the next few months -- steady cash flows, especially with no major natural disasters (BRK is heavy into insurance). the acquisitions its made in the last few months (i.e. Marmon) may not start paying off until 2 or 3 years. its one of those stocks that will be positive given a long enough timeline, but could hang out where it is and not go up for a while (see late 90s). if you're patient, or generally cautious, it could work for you. another thing -- if we see a Democrat in the Whitehouse + a Democratic congress, small caps will go higher -- that's the bet i'm placing. if that is the case, BRK.B's opportunity cost is too high for my liking.

1/2/2008 4:24:36 PM

everyone should post their YTD% performance for 2007. And you have to include any profit taking that was done and put into cash...

mine was 15.85%

1/2/2008 4:28:16 PM

Hmmmm, the 401K company just changed and I hope this is a mistake

Personal Rate of Return from 01/01/2007 to 12/31/2007 is -0.5%

1/2/2008 4:33:49 PM

haven't tallied up and cost averaged everything (sold stuff that was bought in previous years), but its roughly 14%. its definitely not more than 15%, and not less than 12%.

1/2/2008 4:47:15 PM

my 401k (fidelity managed) personal rate of return is 8.7% ... Guess thats not terrible considering the last month or so.

Ill have to do some calculations to figure out my real investment returns in 07 though ...

1/2/2008 4:47:32 PM

10.55 % in my non retirement account

1/2/2008 5:19:40 PM

0.56% in the 401k

woot

1/2/2008 5:20:53 PM

Haha. At least its positive. I really do think mine is a mistake though since it lists my beginning of year balance at 0.

1/2/2008 5:21:36 PM

the more people i talk to the more i believe that too many people are overinvested in mutual funds

1/2/2008 5:51:04 PM

i'm in the upper teens.

i was in the mid 20s a few months ago, though.

1/2/2008 5:51:54 PM

14.8%

woulda been way better if not for TRID

1/2/2008 6:08:26 PM

17.9326% there is no excuse for me to be under 20 (my goal)

1/2/2008 6:20:21 PM

I got my numbers from Quicken...I never would've guessed that I'd outdo some of you (ssjamind and BobbyDigital).

1/2/2008 8:18:41 PM

heh, you win some, you lose some.

1/2/2008 8:36:35 PM

right around 11.8%

1/2/2008 8:49:21 PM

^^ Yeah, I'll probably average back down this year.

1/2/2008 9:08:04 PM

I don't even want to calculate mine. VMW and Java have been killing me lately.

1/2/2008 9:35:13 PM

I plan on loading up on banks/mortgage companies. All are at their dead lowest in 10 years. Will probably wait out as I don't want to catch a falling knife. When it starts creeping up maybe later this year or even '09 I'll pick up some more of citigroup (C). They are hovering around $29-30 now down from $50.

Also plan on getting some more fundamentals such as GE, MSFT, JNJ etc...

current holdings:

C
MSFT
JNJ
GE
FIGRX
ICSEX
AIGYX
GRMN (sold at $110 105% profit)
NTRZ
LVLT
ZIGO
CHTR
SYX
EBAY

1/2/2008 11:21:09 PM

my 401k was only 1.2% but then again i just started working in july and by the time i had any significant money to invest the market was crap so not much i could do. (im only putting away 10% into my 401k at the moment but considering ive only been out working for about 6months thats not terrible i dont think)

im not sure what to do for investing this year yet. at the moment in my 401k package i have it spread out like this for the start of the year (my company uses hewitt to manage our 401k) :

20% Lifecycle Retirement Package
20% Stable Value
15% Intermediate Term Bond
25% Large Cap Equity Stocks
20% Small Cap Equity Stocks

fairly conservative but without doing individual brokerage i dont have enough faith in the stock market to be dumping tons into the large equity stocks. and im not extremely educated on the subject :/

[Edited on January 3, 2008 at 11:21 AM. Reason : ]

[Edited on January 3, 2008 at 11:22 AM. Reason : ]

1/3/2008 11:21:16 AM

Whats Lifecycle Retirement Package?
It looks like you need more international exposure.
At your age you can not afford to not invest heavily in the stock market.

Here's my current allocation.

24.99% TOTAL STOCK MKT IDX
24.96% LARGE-CAP VALUE IDX
20.01% LARGE-CAP GROWTH IDX
20.00% INTL STOCK MKT IDX
10.04% SMALL/MID-CAP IDX

I have some more small/mid and other riskier investments in my roth ira.

[Edited on January 3, 2008 at 11:26 AM. Reason : ]

1/3/2008 11:23:58 AM