***Official*** 2012 Stock Market Thread

[endervalentine]

I wouldn't say its skyrocketing, but it is staying in an upward trend thanks to a new x86 mobile phone being released ( http://www.anandtech.com/show/5770/lava-xolo-x900-review-the-first-intel-medfield-phone ) and its new Ivy Bridge processors. This tends to happen to all tech companies when a new product is being released. Microsoft, which had been in the doldrums for a whole year, is finally up because of the upcoming Windows 8 release. They usually fall if the product doesn't meet expectations.

My thoughts are, people are beginning to understand the process advantage from Intel. Yes, it's always been known that no one comes close Intel's fab process from the AMD days but with the latest issues TSMC, GF, et. al are having going to 22nm, Intel really has a shot at the mobile space.

Even if you use a conservative assumption that Intel's architecture will only be 2nd to ARM's, their process alone with put it over anything Apple, Samsung, Qcom, or Nvidia can offer.

Their current mobile architecture that is out is based on the atom architecture that's a few years old, their SOC did not follow the same tick-tock model that CPU side did. But if you read the reviews on the Xolo, I'm pretty impress with what they're able to do with what they had. They have plans for a new architecture for the 14nm mobile offering, group that with the fact that no one will be on 14nm except Intel, they will have a really strong product at 14nm.

 

[JTsyo]

People have been saying that the average age of cars in North America are at record highs, and at some time soon, there should be a huge surge in sales. That was when F was at $15+, IIRC.

hmm would thought cash for clunkers would have cleaned that up a bit. Though what cash for clunkers did was raise the price for used cars. Now there isn't as big a difference between used and new. Cars these days last a lot longer than the ones from the 80s. I would think 150-200K miles would be easy for most cars past 2005.

Set a buy limit for 11.10 and it dropped to 11.13 and then bounced back, heh.

 

[TheNinja]

hmm would thought cash for clunkers would have cleaned that up a bit. Though what cash for clunkers did was raise the price for used cars. Now there isn't as big a difference between used and new. Cars these days last a lot longer than the ones from the 80s. I would think 150-200K miles would be easy for most cars past 2005.

Set a buy limit for 11.10 and it dropped to 11.13 and then bounced back, heh.

Over the past 2 years, I bought F around 11 and sold at 14. I should have gotten back in, but don't have much powder right now. I made like $1k on it, I'm not a huge stock market guy.

I have a buddy who backed the truck up and LOADED around $2 back in 2009. He had made some money before but basically put all his cash into Ford - I'm talking like 350,000 shares at $500k.....Ya, that dude is set for life now sitting on $2,800,000 worth of F.

Also needless to say, he drives 3 Ford vehicles right now

 

[Arachnotronic]

Loving OCZ's guidance. This is a company that's growing aggressively and doing the right things. Hoping that tomorrow it dumps so that I can load up.

 

[bookem dano]

People have been saying that the average age of cars in North America are at record highs, and at some time soon, there should be a huge surge in sales. That was when F was at $15+, IIRC.

NBC nightly news had the stat a few months ago....it was over 10 years.

So yes, people are waiting to splurge on new vehicles soon.

I wish I would have put more than $800 into Ford when it was at $4 a share.

 

[Imp]

F was a huge gamble, like practically everything else in 2008/2009. The only exception was maybe Chevron and Exxon-Mobil. Maybe. You had to be rich (or stupid and/or super ballsy) to get richer on that.

Unfortunately, I hadn't started trading yet. More likely, I would have freaked out and lost a lot.

 

[bookem dano]

F was a huge gamble.....

Yep, hence my low point. I could have afforded more, but with this job market and my occupation I just couldn't justify the potential loss. Now the world has changed at least in my small neck of the woods and I 'could' have justified it.

I'm glad I didn't go balls in, and am glad I at least did SOMETHING with it. I still haven't sold it though, figure I'd do the set it and forget it approach.


Anyone do any research/experience with the msn StockScouter? I've seen some hefty claims for buying and holding their ratings for six months.

 

[paulney]

I have a question: I have a brokerage account at Scottrade, and I have a few Vanguard mutual and index funds positions. One of them has enough put in it to qualify for Admiral shares. Unfortunately, Admiral shares are only available if you hold the position at Vanguard itself. Should I go through the hassle of opening a Vanguard account and rolling over just this particular position there? It won't cost my anything other than time and additional effort of managing 2 accounts now.

 

[mshan]

"I have a question: I have a brokerage account at Scottrade, and I have a few Vanguard mutual and index funds positions. One of them has enough put in it to qualify for Admiral shares. Unfortunately, Admiral shares are only available if you hold the position at Vanguard itself. Should I go through the hassle of opening a Vanguard account and rolling over just this particular position there? It won't cost my anything other than time and additional effort of managing 2 accounts now."

I would say it depends upon 1) whether you would have to sell, pay capital gains taxes, then reinvest directly at Vanguard and 2) how long-term you truly are in terms of holding period (reduction in expense ratio can end up being significant issue if you hold for decades, but if you buy and sell over 5 or even 10 years, performance of fund itself will probably swamp reduction in expense ratio):http://books.google.com/books?id=ac...nepage&q=tyranny of compound interest&f=false

 

[Arachnotronic]

Bought more OCZ @ $5.54. What a ridiculous discount...

 

[Hugo Drax]

Bought more OCZ @ $5.54. What a ridiculous discount...

Sounds like your investment philosophy is the Martingale System.

 

[Arachnotronic]

Sounds like your investment philosophy is the Martingale System.

My investment strategy for OCZ is to buy now while it's still being hammered and pissed on. Their growth rate is outstanding, they've got a solid management team with a clear and solid vision, and my god, they're way too cheap.

Their revenue guidance is 630-700M for FY13 -- a growth rate of about 80% over this year -- , and that's being *conservative*, not even factoring in a bunch of other new potential avenues for revenue that could very well contribute to an upside surprise.

This is a company that's doing the right things. Hence I buy on dips.

 

[JTsyo]

Sounds like your investment philosophy is the Martingale System.

maybe he's just cost averaging. Bought 160 shares myself.

 

[Corporate Thug]

I've been eyeing OCZ for a long time now...I think there is a little more room before I enter. Looking for low 5's.

 

[Arachnotronic]

maybe he's just cost averaging. Bought 160 shares myself.

Absolutely. I have learned to never buy your intended # of shares in one shot, so when crap like this happens, I average down so that recovery is quicker.

 

[Arachnotronic]

Ack, the slaughter on OCZ is pretty painful. Ah well...I've been here before with other stocks. It's time to just ride it out.

 

[chusteczka]

I just purchased 100 shares of OCZ at $5.30.
If OCZ continues down tomorrow, I may consider selling all or part of my 5,000 shares in CIM to purchase more OCZ.

OCZ has provided quality products for several years now. My every mail-in-rebate has been paid promptly, without waiting the full period they claim. I like a company willing to invest in growth and OCZ is making a solid commitment to the SSD market. People have complained about OCZ's controllers during the SATA II phase and OCZ maintained their integrity by publicly recognizing the problems and working hard to fix them. I purchased an OCZ SSD SATA III last year and it continues to work perfectly.

OCZ flexes its Flash guns, predicts further embulgement ahead
Bulked-up new kid barges onto the SSD biz block
http://www.theregister.co.uk/2012/05/02/ocz_q4_fy2012/

OCZ makes and sells an awful lot of consumer flash. It has begun to get vertically integrated, buying the Indilinx controller company, enabling it to start moving away from using bought-in LSI Sandforce controllers. It has acquired SANRAD and its caching technology, and is buying flash wafers directly from Micron, Toshiba, and SK Hynix rather than from brokers.

Unfortunately for us, I have no idea what the article title is trying to say since embulgement is not a word.

EDIT:
Just purchased 650 more shares of OCZ at $5.21.
Purchased another 81 shares of OCZ at $5.21.
I am selling from other accounts to take advantage of this opportunity.

To purchase the 81 shares, I sold RIMM at a 25% loss. Luckily, it was only 32 shares for -$150 total.

 

[Arachnotronic]

Nice. Let's hope that this stock turns around. I've had a hell of a day seeing this go from profitable to completely in the crapper.

 

[rcpratt]

I might hop on the bandwagon if it continues down. Need to do some research.

 

[JTsyo]

gah, GMCR tuned belly up after hours. What was in their earnings report?

 

[KB]

Playing Devils advocate here: OCZ increasing revenue seems great, but their inability to turn a profit is worrisome. They also have a lot of insider selling going on too. http://investing.money.msn.com/investments/insider-transactions?symbol=OCZ

Its definately a risky stock. If they finally turn revenue into profit expect a big increase though.

 

[KB]

gah, GMCR tuned belly up after hours. What was in their earnings report?

Following a brief trading halt, Green Mountain Coffee GMCR -39.70% shares tumbled 39% to $30.05 in heavy volume. The company cut its fiscal 2012 outlook following slowing sales of its K-Cup portion packs and Keurig coffee brewers during the fiscal second quarter. Green Mountain now expects 2012 to earn $2.40 to $2.50 a share on an adjusted bases, compared with its previous estimate of $2.55 to $ 2.65 a share.

The company also forecast sales of $3.8 billion to $4 billion. Analysts polled by FactSet Research currently expect sales of $4.27 billion and per-share earnings of $2.65 a share.

Second-quarter profit at Green Mountain was $93 million, or 58 cents a share, up from $65.4 million, or 44 cents a share, a year ago. Sales rose 37% to $885.1 million, below Wall Street’s forecast of $972 million.

http://www.marketwatch.com/story/ye...-on-deck-after-hours-2012-05-02?siteid=yhoof2




GMCR lost nearly 40% just for a decrease in earnings outlook of 6%! I knew GMCR would drop because of the patent on the K-cup expiring, but thats just harsh.

 

[Arachnotronic]

Wow. Are you serious, OCZ?

 

[rcpratt]

In for 600 shares of OCZ @ $4.91.

Nice to see gold head down today as well.

 

[IHateMyJob2004]

RIMM at new 52 week low today if anyone wants in cheap.