Stock Market 2014
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chyamor · 2014-03-03 18:32:00 · #154
Imagine if this was an election year. Republicans would have a field day
who would you want picking up the phone at 2 am Hilary or Republican man.....
who would you want picking up the phone at 2 am Hilary or Republican man.....
DVY · 2014-03-03 19:30:00 · #155
Russia is realizing its vision of regaining the "glory of the USSR". Georgia down, Ukraine in the making.
I wouldn't be the least bit suprised if Lithuania, Czechoslovkia, Kazahstan, Azherbajan, and other former soviet republics were next up.
I wouldn't be the least bit suprised if Lithuania, Czechoslovkia, Kazahstan, Azherbajan, and other former soviet republics were next up.
Steve9 · 2014-03-03 19:57:00 · #156
(03-03-2014 07:30 PM)DVY Wrote: Russia is realizing its vision of regaining the "glory of the USSR". Georgia down, Ukraine in the making.
I wouldn't be the least bit suprised if Lithuania, Czechoslovkia, Kazahstan, Azherbajan, and other former soviet republics were next up.
Putin has what he wants, and what the people of Crimea want. I don't think there will be any further advance.
Jaydublin · 2014-03-03 23:43:00 · #157
I bought 20$ RSX March 22nd puts before the Olympics just basically gambling that something would happen. I figured they were about to expire worthless until Putin started this way. up 1000% today... Talk about dumb luck
Jaydublin · 2014-03-03 23:44:00 · #158
Flavius Aetius · 2014-03-03 23:51:00 · #159
(03-03-2014 11:43 PM)Jaydublin Wrote: I bought 20$ RSX March 22nd puts before the Olympics just basically gambling that something would happen. I figured they were about to expire worthless until Putin started this way. up 1000% today... Talk about dumb luck
When it comes to the market I follow the old adage which says "I'd rather be lucky than good."
Hopefully you took the gift and sold.
Steve9 · 2014-03-04 00:23:00 · #160
(03-03-2014 11:43 PM)Jaydublin Wrote: I bought 20$ RSX March 22nd puts before the Olympics just basically gambling that something would happen. I figured they were about to expire worthless until Putin started this way. up 1000% today... Talk about dumb luck
Congratulations!!
Since the Russian market now has a PE of only around 4, Im considering buying RSX or TRF (the stock, not puts) now and holding for the next few years. Do you have any thoughts on that?
Jaydublin · 2014-03-04 07:20:00 · #161
(03-04-2014 12:23 AM)Steve9 Wrote:(03-03-2014 11:43 PM)Jaydublin Wrote: I bought 20$ RSX March 22nd puts before the Olympics just basically gambling that something would happen. I figured they were about to expire worthless until Putin started this way. up 1000% today... Talk about dumb luck
Congratulations!!
Since the Russian market now has a PE of only around 4, Im considering buying RSX or TRF (the stock, not puts) now and holding for the next few years. Do you have any thoughts on that?
Yea I was actually sitting at my computer yesterday at work thinking the exact same thing.
monster · 2014-03-04 12:31:00 · #162
monster · 2014-03-04 12:32:00 · #163
(03-04-2014 07:20 AM)Jaydublin Wrote:(03-04-2014 12:23 AM)Steve9 Wrote:(03-03-2014 11:43 PM)Jaydublin Wrote: I bought 20$ RSX March 22nd puts before the Olympics just basically gambling that something would happen. I figured they were about to expire worthless until Putin started this way. up 1000% today... Talk about dumb luck
Congratulations!!
Since the Russian market now has a PE of only around 4, Im considering buying RSX or TRF (the stock, not puts) now and holding for the next few years. Do you have any thoughts on that?
Yea I was actually sitting at my computer yesterday at work thinking the exact same thing.
rsx rebounded quite nicely today. however, the situation i think is far from over and i think today's rebound was over-exuberance. Im going to keep an eye on this and maybe go long when it dips again
Nemencine · 2014-03-04 13:52:00 · #164
wheat, oil, and currency are ways to play the ukrainian conflict. especially, shorting the russian currency using the USD. by currency, i mean the USD/RUB. the RUB = russian ruble.
of course, USD/RUB is not the only way to short the RUB...you can also use Gold to short RUB by going long XAU/RUB....or use the CHF(swiss franc) to short the RUB by going long CHF/RUB. why? generally, usd, chf, and gold are used as a hedge against uncertainty, so, if a country is experiencing or mired in uncertainty, these three financial instruments(chf, usd, gold) can be used to short the country's currency. since russia is closely linked to ukraine in this case, that automatically put the russian ruble in the crosshairs.
Personally, if you havent taken a position any of this already about a month or two ago, i think it is too late in the game for that right now.
anyways, these are the sorts of event driven trade that i like.
______________
What is of interest to me right now is the reports of freezing temperature and dearth of de-icing salt in northeast usa.
There are reports that HD, LOW, WM, WAL, etc were completely out of de-icing salt in the northeast of USA.
Hmmm...which makes me interested in the stocks of publicly companies that mined or synthesize these de-icing salts...i can imagine their earnings destroying expectations like crazy during earning seasons reports. I wont mind buying a few call options in them....if they have good balance sheets and solid price action....
Unfortunately, i am having trouble finding even a single publicly-trade company with snow-melting salts as a product. All the ones that i have found so far do not trade on any stock exchange. they are all private.
If anybody knows of such publicly traded companies that mine/synthesize de-icing salts, please, let me know.
________
anyways, below is the chart of USD/RUB that shorts the russian ruble, ....that i was talking about earlier....
of course, USD/RUB is not the only way to short the RUB...you can also use Gold to short RUB by going long XAU/RUB....or use the CHF(swiss franc) to short the RUB by going long CHF/RUB. why? generally, usd, chf, and gold are used as a hedge against uncertainty, so, if a country is experiencing or mired in uncertainty, these three financial instruments(chf, usd, gold) can be used to short the country's currency. since russia is closely linked to ukraine in this case, that automatically put the russian ruble in the crosshairs.
Personally, if you havent taken a position any of this already about a month or two ago, i think it is too late in the game for that right now.
anyways, these are the sorts of event driven trade that i like.
______________
What is of interest to me right now is the reports of freezing temperature and dearth of de-icing salt in northeast usa.
There are reports that HD, LOW, WM, WAL, etc were completely out of de-icing salt in the northeast of USA.
Hmmm...which makes me interested in the stocks of publicly companies that mined or synthesize these de-icing salts...i can imagine their earnings destroying expectations like crazy during earning seasons reports. I wont mind buying a few call options in them....if they have good balance sheets and solid price action....
Unfortunately, i am having trouble finding even a single publicly-trade company with snow-melting salts as a product. All the ones that i have found so far do not trade on any stock exchange. they are all private.
If anybody knows of such publicly traded companies that mine/synthesize de-icing salts, please, let me know.
________
anyways, below is the chart of USD/RUB that shorts the russian ruble, ....that i was talking about earlier....
samsamsam · 2014-03-04 14:24:00 · #165
Nemencine,
One option would be to search home depot or lowes to start finding names of manufacturers.
http://www.homedepot.com/p/Scotwood-Indu.../204840406
One option would be to search home depot or lowes to start finding names of manufacturers.
http://www.homedepot.com/p/Scotwood-Indu.../204840406
Flavius Aetius · 2014-03-04 15:31:00 · #166
(03-04-2014 01:52 PM)Nemencine Wrote: Unfortunately, i am having trouble finding even a single publicly-trade company with snow-melting salts as a product. All the ones that i have found so far do not trade on any stock exchange. they are all private.
If anybody knows of such publicly traded companies that mine/synthesize de-icing salts, please, let me know.
Compass Minerals (CMP)--it is a diversified company and mines both potash (for ag) and salt for de-icing purposes. So it is not a pure play, but the only publicly traded company I know of.
Sourcecode · 2014-03-04 18:33:00 · #167
Again we all know the dangers of weed stocks 
But my good market analysis paid off.
Some shit happen just the other day and Cann damn near doubled and is at 42 dollars a share.
30 percent increase
My dad and I have literally become temporarily rich
But my good market analysis paid off.
Some shit happen just the other day and Cann damn near doubled and is at 42 dollars a share.
30 percent increase
My dad and I have literally become temporarily rich
Julio · 2014-03-05 04:58:00 · #168
(03-04-2014 01:52 PM)Nemencine Wrote: If anybody knows of such publicly traded companies that mine/synthesize de-icing salts, please, let me know.
I just checked on BBG and one of the only public traded company I see is K+S AG, a german company:
BBG Wrote:K+S AG manufactures and markets within the fertilizer division standard and speciality fertilizers to the agricultural and industrial industries worldwide. In its salt business, the company produces de-icing salt, food grade salt, industrial salt and salt for chemical use.
their website Wrote:The Salt business unit comprises the European producer esco – european salt company, the South American supplier K+S Chile, and Morton Salt with production sites in the USA and in Canada. With a production capacity of approximately 30 million tonnes of salt, K+S is the world’s leading producer.P/E: 9.86
Dvd yield: 5.75%
What's your thought?
Sourcecode · 2014-03-05 15:05:00 · #169
(03-04-2014 06:33 PM)Sourcecode Wrote:
Again we all know the dangers of weed stocks
But my good market analysis paid off.
Some shit happen just the other day and Cann damn near doubled and is at 42 dollars a share.
30 percent increase
My dad and I have literally become temporarily rich
Holy shitballs. it went up another 30 percent. i bought at 29 a share and sold out at 59
over 300 extra profit in 1 day
I knew I should have bought a whole lot more.. when it was hovering at 20 a share
chyamor · 2014-03-05 17:26:00 · #171
too bad cant shot cann, low floats are fun
chyamor · 2014-03-06 12:50:00 · #172
damn FNMA and FMCC, insane run past 5 days
Chillen0707 · 2014-03-11 23:59:00 · #173
What do you think about JCPenny? Sitting at 9 a share... I agree with earlier post which said something like "buy stuff you seen youth using," still thought this seems like a steal.
When I finish college and start making some money of my own I plan on investing primarily in vanguard index funds, namely health sector and energy.
See aaron clarey's comments on the stock market, I think he has some good insight. Long story short, boomer retirement funds are artificially inflating stock prices. So short the market before they start withdrawing from 401ks
When I finish college and start making some money of my own I plan on investing primarily in vanguard index funds, namely health sector and energy.
See aaron clarey's comments on the stock market, I think he has some good insight. Long story short, boomer retirement funds are artificially inflating stock prices. So short the market before they start withdrawing from 401ks
ridiculous_nicholas · 2014-03-12 12:42:00 · #174
(03-11-2014 11:59 PM)Chillen0707 Wrote: What do you think about JCPenny? Sitting at 9 a share... I agree with earlier post which said something like "buy stuff you seen youth using," still thought this seems like a steal.
When I finish college and start making some money of my own I plan on investing primarily in vanguard index funds, namely health sector and energy.
See aaron clarey's comments on the stock market, I think he has some good insight. Long story short, boomer retirement funds are artificially inflating stock prices. So short the market before they start withdrawing from 401ks
Have you been in a JCPenny lately? I went in there a few weeks ago and I honestly don't see how they can compete. It felt like the Kmart of department stores.
monster · 2014-03-12 15:33:00 · #175
I like JCP you can find a lot nicer stuff there than macys and dillards at a fraction of the cost, but its business is a mess. A lot of CEO changes to find the 'right one' to bring the right strategy. They got rid of the old Apple guy who killed its stock price, and im not so sure the new guy is doing such a hot turnaround job.
Plus, you have to look at the macroeconomic indicators in the US, which point to tons of people keeping on droppin out of the workforce, consumer spending down bigtime, basically the beginning of a downturn.
Plus, you have to look at the macroeconomic indicators in the US, which point to tons of people keeping on droppin out of the workforce, consumer spending down bigtime, basically the beginning of a downturn.
monster · 2014-03-12 15:36:00 · #176
I'm keeping an eye on FXI, the China largecap ETF. I actually just bought some puts on it today.
It's been down something like 12-15% over the last 4 months. China's GDPs numbers hit far below expected growth. Already 1-2 big credit defaults in the last 2 weeks with several more rumored. We'll see how it pans out. The Chinese govt is obviously going to everything it can to keep it peachy-clean (kinda also like the US govt) so the plunge tilt won't be going as fast as the bears make it to be, esp with China weakening the RMB. It'll be fun to watch this play out.
It's been down something like 12-15% over the last 4 months. China's GDPs numbers hit far below expected growth. Already 1-2 big credit defaults in the last 2 weeks with several more rumored. We'll see how it pans out. The Chinese govt is obviously going to everything it can to keep it peachy-clean (kinda also like the US govt) so the plunge tilt won't be going as fast as the bears make it to be, esp with China weakening the RMB. It'll be fun to watch this play out.
Sourcecode · 2014-03-17 10:53:00 · #177
![[Image: ljGkkdel.jpg]](http://i.imgur.com/ljGkkdel.jpg)
Riding the weed bubble like a muthafucker
Steve9 · 2014-03-29 16:16:00 · #178
At a time when most US internet companies appear to be fully valued, Im looking at buying Yandex (YNDX) on Monday. It is the most popular search engine in Russia with a 62% market share.
The stock is down 35% since the Crimea crisis.
Analysts expect Yandex to grow 30%+ per year over the next 5 years.
If there are any tech savvy Russians here that think that Yandex will not be a much bigger company in 5 years please add in your thoughts.
The stock is down 35% since the Crimea crisis.
Analysts expect Yandex to grow 30%+ per year over the next 5 years.
If there are any tech savvy Russians here that think that Yandex will not be a much bigger company in 5 years please add in your thoughts.