Yes, I brought a small position in Coach last year. Looks like they will take a few years to get back on track...

Growth is much higher for Kors, their products are just starting to take off Europe and Asia where I suspect they will take market share from brands like Louis Vuitton.

(02-19-2014 02:23 PM)Steve9 Wrote:  A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.

I work in the wedding industry, and heard from a couple fellows I know that Michael Kors has recently introduced a tuxedo line. Most of those tuxedos will probably be sold to tux rental stores - I fully expect KORS to see a few hundred million in new revenue from that niche.

If Men's Wearhouse tries to buy exclusivity rights to the Michael Kors tuxedo line, as they've done with Joseph Abboud, Vera Wang, Calvin Klein - expect to see a KORS rally.

double post

I am by no means an expert on the stock markets. My profit percentage from last year was very modest - at an average of 16%, however it was achieved with very little effort, and with just some careful tweaking here and there.

My only advice (from past experience) would be to NEVER go "all in" on one investment.

Always, always ALWAYS spread your portfolio across many different investments, in many different sectors. That way, if one or two go wrong, then it minimises the risk to your overall portfolio.

Also, my other own personal advice is to only invest "surplus cash" - i.e. what you can afford to lose. That way, if the shit does hit the fan, you don't lose everything.

Simple advice, but often forgotten.

(02-19-2014 02:23 PM)Steve9 Wrote:  A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.

Another growth stock I've been looking into is Chipotle Mexican grill. Branching off using same concept into other fields (chopshop, pizza thing) not to mention they haven't penetrated Canada at all (only what two stores?), and there is still room for growth in the US.

Part of my list of growth stocks that make no fundamental sense, but to the moon baby!

Made some money on XOM and CREE last week, I have also bought and am holding STO.

(02-20-2014 02:35 AM)Emancipator Wrote:  

(02-19-2014 02:23 PM)Steve9 Wrote:  A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.

Another growth stock I've been looking into is Chipotle Mexican grill. Branching off using same concept into other fields (chopshop, pizza thing) not to mention they haven't penetrated Canada at all (only what two stores?), and there is still room for growth in the US.

Part of my list of growth stocks that make no fundamental sense, but to the moon baby!

Tesla is another growth stock that makes me say wtf, dropped to $120 a couple weeks ago and here it is at $250

(02-26-2014 02:14 PM)Emancipator Wrote:  

(02-20-2014 02:35 AM)Emancipator Wrote:  

(02-19-2014 02:23 PM)Steve9 Wrote:  A couple of growth stocks that I am considering buying are Michael Kors (KORS) and Linkedin (LNKD).

Both of them IPOed in 2011 and are still growing at an extremely high rate (eg. KORS grew earnings 77% in its last quarter).

LNKD is doing a great job a disrupting the corporate recruitment industry.

Another growth stock I've been looking into is Chipotle Mexican grill. Branching off using same concept into other fields (chopshop, pizza thing) not to mention they haven't penetrated Canada at all (only what two stores?), and there is still room for growth in the US.

Part of my list of growth stocks that make no fundamental sense, but to the moon baby!

Tesla is another growth stock that makes me say wtf, dropped to $120 a couple weeks ago and here it is at $250

I was kicking myself all yesterday for not buying Tesla a couple months ago. I was ready to buy and I let myself be talked out of it by a close friend who's taught me a lot about investing, but in this case I should have gone for it.

(02-26-2014 04:01 PM)thedude3737 Wrote:  I was kicking myself all yesterday for not buying Tesla a couple months ago. I was ready to buy and I let myself be talked out of it by a close friend who's taught me a lot about investing, but in this case I should have gone for it.

Teslas market cap of $31 Billion is now half that of Fords....Amazing!!

Hard to see how they can live up to the expectations.

(02-26-2014 05:50 PM)Steve9 Wrote:  

(02-26-2014 04:01 PM)thedude3737 Wrote:  I was kicking myself all yesterday for not buying Tesla a couple months ago. I was ready to buy and I let myself be talked out of it by a close friend who's taught me a lot about investing, but in this case I should have gone for it.

Teslas market cap of $31 Billion is now half that of Fords....Amazing!!

Hard to see how they can live up to the expectations.

I'm wondering when Tesla's stock is going to come crashing down. I may not be the smartest guy, but a $31B market cap seems over-the-top considering Tesla sold around 20,000 cars last year.

thoughts on FNMA and FMCC?? on a pull back of course

The stock price doesn't reflect Tesla as a car company as we know it. It's speculation based on news of the development of their massive "Gigafactory" (home energy storage units) and more affordably priced cars.

TSLA is a perfect company to buy some short-term options for. Flys up and down for almost no reason.

Former weed penny stock CANN advance cannabis

is at 29 dollars a share
http://finance.yahoo.com/echarts?s=CANN+...f;source=;

ive made over 100 percent on this one...yall missed out

I love Tesla... Lets build cars that are great for the environment yet dig up half the earth to get at the lithium we need... Rare earths are called that for a reason... I can't wait to see when more brilliant guys do the math on the economics of that gigmegaginormous factory like Karl Denninger.... Not to mention lithium batteries are not a sustainable resource... They burn out and need to be replaced, so someone explain to me how that is different than oil ?

Tesla might break ground on that factory but it will never be completed

how can one trade Fannie Mae/Freddy Mac?

(02-28-2014 12:27 AM)Emancipator Wrote:  how can one trade Fannie Mae/Freddy Mac?

FNMA and FMCC

Any thoughts on FNMA, FMCC? I also like GRPN, it got killed due to January purchases but take that out and the had a great quarter.

(02-28-2014 08:55 AM)Sp5 Wrote:  

(02-28-2014 12:27 AM)Emancipator Wrote:  how can one trade Fannie Mae/Freddy Mac?

FNMA and FMCC

Over the counter is tricky for Canadians, I know my online broker doesn't allow it, and OTC aren't allowed in our TFSA. I've heard of people making the case that since FNMA and FMCC trade in Europe that they are allowed. Still researching though.

Think this Ukraine / Russia issue might run rally into wall?

Good interview with Howard Marks :

http://www.fuw.ch/article/in-the-end-the...ally-wins/

Quote: If I ask you what’s the risk in investing, you would answer the risk of losing money. But there actually are two risks in investing: One is to lose money and the other is to miss opportunity. You can eliminate either one, but you can’t eliminate both at the same time. So the question is how you’re going to position yourself versus these two risks: straight down the middle, more aggressive or more defensive. I think of it like a comedy movie where a guy is considering some activity. On his right shoulder is sitting an angel in a white robe. He says: «No, don’t do it! It’s not prudent, it’s not a good idea, it’s not proper and you’ll get in trouble». On the other shoulder is the devil in a red robe with his pitchfork. He whispers: «Do it, you’ll get rich». In the end, the devil usually wins. Caution, maturity and doing the right thing are old-fashioned ideas. And when they do battle against the desire to get rich, other than in panic times the desire to get rich usually wins. That’s why bubbles are created and frauds like Bernie Madoff get money.

I have a feeling the cliff is near if this ukraine isnt settled in next 2 weeks.

(03-03-2014 04:27 PM)chyamor Wrote:  I have a feeling the cliff is near if this ukraine isnt settled in next 2 weeks.

“Buy to the sound of cannons, sell to the sound of trumpets” - Lord Nathan Rothschild

Always tough trading headline driven "noisy" markets....managing drawdowns equally as important as chasing alpha.

I don't think we fall as easily as earlier in the year though but there is the potential for a topping process to play out from what I'm seeing.

(03-03-2014 04:27 PM)chyamor Wrote:  I have a feeling the cliff is near if this ukraine isnt settled in next 2 weeks.

Interesting. Hmm.
Ukraine is going to ahve the biggest direct influence (as it already has) on energy and gold, both of which will go up.

The impact mostly affects eurozone since ukraine has every pipeline from russia into the EU. Obviously if russia restricts oil, it will hamper the eurozone economy, which is already curmudgeonly slowly regaining pace.

But will it send US stocks signficantly lower? I think there has to be a far greater economic structural issue than a ukraine standoff to stop the current frothiness.