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What Stock Market Investments Are You Making in 2016?


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2016 Jun 6, 12:35pm   43,709 views  216 comments

by BayArea   ➕follow (1)   💰tip   ignore  

Hi guys,

I'm looking over my portfolio this week (both 401K retirement and personal brokerage account) and looking ahead at what to invest in during 2016.

I see that the market correction that we had in late Jan - early Feb '16 is behind us and once again the Dow, Nasdaq, and the S&P500 are near historical high levels. As a result, I'm going to pull some of the money I have here and continue to watch the fed.

I see precious metals (gold, silver, platinum) have been surging since Feb but still significantly below their 1yr and 2yr highs. Depending on where you believe oil is going, some are arguing it's a bargain right now too but oil isn't likely to do much in the short term. Long term treasury bonds had a strong year. Healthcare & Financial sectors haven't performed too well in the past year but Utilities & Telecom sectors have brought modest returns.

I'm interested in getting into a discussion regarding patrick.net's hot picks are for 2016 and where are people are putting their money in terms of market investment today.

Now that Bay Area home prices have surpassed a level that's attractive to most investors, some of us are looking at other investment options.

#investing

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161   mell   2016 Nov 9, 6:54am  

Healthcare/IBB ripping green due to Trump presidency! Yee-haw!

162   _   2016 Nov 10, 8:12am  

BayArea says

Interesting Logan...

Very small position in FIT just, outside of that, nothing new

163   BayArea   2016 Nov 10, 8:46am  

TSLA getting tempting again in the low 180s...

164   _   2016 Nov 10, 8:47am  

BayArea says

TSLA

I try to stay away from stocks that I need a firm stop loss ...

That limits though trading opportunities

165   BayArea   2016 Nov 10, 8:50am  

ya probably smart...

Fitbit is also attractive as you pointed out... shoooooort term though

77% down on the year, ugh.

166   _   2016 Nov 10, 8:53am  

BayArea says

shoooooort term though

Very small ( this thing can fall to below 5) with one bad report...

Before getting in bigger, need to see a stable area ... even though that might take some time, it prevents falling knife thesis ...

TWTR at 14
GPRO at 9-11
ATEN at 4-6

Takes time and a lot discipline ... but it does prevent from wasting capital.

Obvious long term investment thesis is much different than this above

167   BayArea   2016 Nov 10, 8:59am  

I'm starring at all the charts and totally undecided between TLSA, FIT, and GPRO at the moment. Hmmmmmm

Market is flirting with historic highs today

168   _   2016 Nov 10, 9:01am  

10's

Market swing is epic, it's a bit too much on both short term

169   BayArea   2016 Nov 10, 9:13am  

OK, bought a position of FIT at $9... Will watch this one closely.

170   anonymous   2016 Nov 10, 9:29am  

Do you think Bonds will continue to rally? Or long term down trend still intakt?

171   _   2016 Nov 10, 9:34am  

SubOink says

Do you think Bonds will continue to rally? Or long term down trend still intakt?

2015 we had a more aggressive sell off in bonds that what we had in 2016

This last move is headline and event driven, that is a big deviation from trend move

As always I stick to my 10 year channel 1.60% - 3.04%

European crisis takes us below 1.60%

Spain 2012
Brexit 2016

Short lived events

172   anonymous   2016 Nov 10, 9:38am  

so this is just temporary...

173   BayArea   2016 Nov 10, 3:21pm  

BayArea says

OK, bought a position of FIT at $9... Will watch this one closely.

I've been looking to invest into a IoT company and FIT is one the fore-front. We'll see...

174   FortWayne   2016 Nov 10, 3:47pm  

Our president is in real estate, that's where to invest.... Construction companies. There will be contracts to rebuild America

175   _   2016 Dec 14, 1:11pm  

MASI all time high today

176   zzyzzx   2016 Dec 14, 4:03pm  

I would not buy any of the stocks mentioned in this thread so far. It's almost all based on short term speculation. That and what the fuck does Go Pro or FitBit make that someone else can't rip off and sell for less?

177   zzyzzx   2016 Dec 14, 4:04pm  

No mention on the tiny rate hike from today?

178   _   2016 Dec 14, 4:08pm  

zzyzzx says

I would not buy any of the stock mentioned in this thread so far.

A valid point here, a lot these stocks needed to be purchased earlier in the year and I am very sure none bought MASI which hit a all time high at the close

Oh well, back to trashing America

179   indigenous   2016 Dec 14, 4:53pm  

Logan Mohtashami says

MASI

That's a good one went up 30%, nice. No dividend but who cares.

180   _   2016 Dec 14, 5:19pm  

indigenous says

That's a good one went up 30%, nice. No dividend but who cares.

They have given special D before, with the lawsuit against Phillips all done none they have some cash to work with and new deals.

I admit, this has done a lot better that I could have ever imagined and many years of not doing much, oddly enough because of that accumulation happened

Kind of torn on the next selling point here, but a good problem to have

HP was the real dollar oil call but 100% out of that

181   Strategist   2016 Dec 14, 5:23pm  

zzyzzx says

I would not buy any of the stocks mentioned in this thread so far. It's almost all based on short term speculation. That and what the fuck does Go Pro or FitBit make that someone else can't rip off and sell for less?

There is nothing they make that won't eventually show up on the iPhone. Just buy Apple stock.

182   Ironworker   2016 Dec 14, 5:59pm  

I think Gold and Bonds are a good value right now.

183   _   2016 Dec 14, 6:12pm  

Ironworker says

Gold

You can trade gold as long as you have a stop loss under 1040

Now Bonds have a lot more value now than a few months ago for sure..

At a 2.57% print today

Tomorrow is key, no reversal

The lower lows and lower highs on the 10 year are gone, that officially ended today with a close over 2.50%

184   RealEstateIsBetterThanStocks   2016 Dec 14, 9:01pm  

time for a 2017 thread

185   _   2016 Dec 15, 7:47am  

This was a bad call

186   indigenous   2016 Dec 15, 7:59am  

Logan Mohtashami says

This was a bad call

At least they got the Trump part right.

187   FortWayne   2016 Dec 15, 8:02am  

Need 2017 thread nowadays

2016 is over :)

188   _   2016 Dec 15, 8:02am  

indigenous says

At least they got the Trump part right.

HMI and NFIB data lines are our first raw look on what business thinks here...

Can't wait for 2017, going to be lots of fun

I am speaking at the CAR conference just on this subject Trump and the U.S. economy

189   _   2016 Dec 15, 8:03am  

FortWayne says

Need 2017 thread nowadays

Tell BayArea to create one :-)

190   indigenous   2016 Dec 15, 8:08am  

Logan Mohtashami says

I am speaking at the CAR conference

Did you ever get a video of the conference in Texas?

191   _   2016 Dec 15, 8:16am  

indigenous says

Did you ever get a video of the conference in Texas?

Not yet and I need to write that article too about the future of home prices in America, there were many panels on that conference and if a member of the panel doesn't want their take to be public they don't allow a video to be created for the public. I believe our panel was ok for that but they said it would take time

I was a big hit and the first person invited to the conference next year in Texas.

If I don't get the video soon I will have to write the article report without it, I have all the charts that the panel members were using

192   zzyzzx   2016 Dec 15, 8:28am  

Ironworker says

I think Gold and Bonds are a good value right now.

I think you are being sarcastic.

193   zzyzzx   2016 Dec 15, 8:29am  

Strategist says

There is nothing they make that won't eventually show up on the iPhone. Just buy Apple stock.

True, Apple is the only stock mentioned so far that I would even consider, and if you own mutual funds, you probably own it indirectly anyway. At least it pays a not so horrible dividend.

194   Ironworker   2016 Dec 15, 11:11am  

I'm not sarcastic at all. I believe interest rates will resume their decline - bonds will go up. And I believe we will have recession within 2 years - gold will go up.

195   _   2016 Dec 19, 6:45am  

If MASI goes up another $8.56 ($67 today) before the year, that $37.84 purchase would be another double for the year

196   anonymous   2016 Dec 19, 7:41am  

Ironworker says

I'm not sarcastic at all. I believe interest rates will resume their decline - bonds will go up. And I believe we will have recession within 2 years - gold will go up.

+1

197   _   2016 Dec 19, 7:45am  

Millennials went crazy on 3x levered gold ETFs after Trump won. They got totally destroyed. https://www.bloomberg.com/news/articles/2016-12-19/millennials-piled-into-some-horrendous-etf-trades-right-after-the-election …

Just keep a solid stop loss on gold at 1040 and trade it and don't do what the kids did above

198   Strategist   2016 Dec 19, 7:53am  

Logan Mohtashami says

Lol. Millennials went crazy on 3x levered gold ETFs after Trump won. They got totally destroyed.

Nothing like a good spanking to straighten them out.

199   anonymous   2016 Dec 19, 9:22am  

Millennials generally need more spankings....:)

200   indigenous   2016 Dec 19, 9:25am  

Logan Mohtashami says

If MASI goes up another $8.56 ($67 today) before the year, that $37.84 purchase would be another double for the year

What is your prediction for MASI for 2017?

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