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What Stock Market Investments Are You Making in 2016?


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2016 Jun 6, 12:35pm   43,339 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

« First        Comments 177 - 216 of 216        Search these comments

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?

201   _   2016 Dec 19, 9:35am  

indigenous says

What is your prediction for MASI for 2017?

This is an excellent question

This stock has out done every single thing I could imagine for 2016...

So with all my cards on the table this is what I did for 2016

11/25/2016 11/25/2016 100 $62.2180
11/17/2016 11/17/2016 100 $62.0440
11/07/2016 11/07/2016 100 $59.6000
11/04/2016 11/04/2016 100 $58.0650
09/20/2016 09/20/2016 100 $59.3500
08/26/2016 08/26/2016 100 $59.0450
08/22/2016 08/22/2016 200 $58.1775
08/04/2016 08/04/2016 200 $56.0940
07/14/2016 07/14/2016 200 $53.1160
06/08/2016 06/08/2016 200 $52.1555
06/08/2016 06/08/2016 200 $48.0545
04/25/2016 04/25/2016 200 $43.3010
03/21/2016 03/21/2016 590 40.0150
03/21/2016 03/21/2016 1,000 $40.12 $40.1322
07/22/2015 07/22/2015 1,000 $42.25 $42.2500

I have 4,500 shares left, 2,500 at $37,84 and the rest 19 and 20 dollar level

So, the hard part of a long term investment is letting it ride out, in 10 years this could be $200 and I can look back and say why did I sell so much then.

So, I buy a tiny amount each month but look for a good pull back to get in

Outside of the market dip early in the year, nothing to buy back on

So, this stock has gone from 20-67 ... totally over bought short term... but the company has legs..

So I am always buying small and waiting for a good pull back to get in but I am speaking from a point of a much lower investment purchase

What is left of the bigger lots

800 at 19.90
2,500 at 37.84
1,200 at 21.69

Just perspective

202   _   2016 Dec 19, 9:42am  

I can't imagine too many companies out there that has gone back to back 70%-100% moves in a 2 year period unless the market is really wild or it's a low stock price stock which both isn't valid for this situation

203   _   2016 Dec 22, 7:16am  

Take WTW off for 2017 ... remember the theme here is buy at the key levels and sell the rips because the short covering rally will be big

Seeing that today.. taking 80% off the trade

204   anonymous   2016 Dec 22, 7:21am  

@logan - what made you decide to get into MASI in the first place?

205   _   2016 Dec 22, 7:44am  

just any guy says

what made you decide to get into MASI in the first place?

Local company I know very well and it had been under performing ( Stock wise) for a few years but has been performing well the last 10 quarters.

I kid you not, never would have I thought that this company would have been trading at 67.95 on 12/22/2016

HP... it's my only oil play I trade, I did it last time around when oil crashed

WTW... this stock had the greatest short covering rally I have ever seen in my life this year from 5-29 ... this is a trading stock, just like the action today, massive heavy shorts

UNXL... I got a whiff of this company a few years back and knew something was wrong with this company's financials and started to question their ethics, they called my writing company benzinga a few years ago and threatened them .. saying I was out of line

In short, they committed fraud and everyone at the top got fired stock went from 11-under a buck but under a $1 I thought a trade could be had

ATEN, was a big bust IPO wise I kept an eye on it to see where it would find base and the $4-$6 range was looking for

GPRO is the same thing like ATEN... trade range was 10-18.. I think it got to 17.50 ... So I didn't sell that last lot, but back againt $9-$10 range for a trade, take 50% off let it ride ... But that also was a Q4 play I think I mentioned on this thread it was out performing my expectation

TWTR has been a great trading stock 14-24 We all know the story there

I don't have any other ideas

The long term portfolio .. I could care less what the market does or what the economic cycle does, always put money in each month any recession is a gift from the gods ... in 20 years I will look at it

206   _   2016 Dec 22, 7:54am  

just any guy says

@logan - what made you decide to get into MASI in the first place?

From they way you guys talk, some of you, you guys sound like investors or traders, as you all know I love charts..

What to do with this?

207   Y   2016 Dec 22, 9:02am  

don't know. you've hidden the symbol.

208   _   2016 Dec 22, 9:02am  

Ranina ranina says

you've hidden the symbol.

This is a chart of MASI

I have 4,500 shares left to sell, the hardest part I think of long term investment is when to sell ... only dropped off a 100 or 200 shares on every move up a few bucks,

You want to protect some gains for sure when a company's stock price takes off like this .... but a in few years you don't want to feel like you sold too early

Small selling blocks I think for me here, wait to see if any real pull back happens to buy again

First world problem I know

210   missing   2016 Dec 22, 10:37am  

Logan Mohtashami says

What to do with this?

Look for exhaustion pattern - parabolic moves, large bars possibly with gaps, closing above its Bollinger band or Keltner channel. Set a stop loss if this is a swing trade.

211   HEY YOU   2016 Dec 22, 10:44am  

The greatest investment in the history of man,being that no one has a better chance than anyone else of becoming wealthy. Anywhere else one would have to complete with insider's info & huge investors buying & selling to rig the swindle to benefit their bottom line,at your cost.
Buy now,thru your broker that has no liability,before the market goes up.
Car salesmen have your interest at heart.
How's everyone's pensions doing?

212   _   2016 Dec 22, 12:19pm  

FP says

Bollinger band

John and I talked about this once, what to do with a stock like this, but that was more for a trade.. this is for a investment long term, it's more selling point and looking to get back in because I buy a tiny amount every month...

However, the under performance of the stock allowed accumulation period to work out...

It's just more difficult when you want to stick with a company for many many years

WTW trade easy, buy a dips, sell the rips due to massive shorts in the stock keep a tight stop loss ...but it's harder with a longer term investment...

213   missing   2016 Dec 22, 1:58pm  

If it is a long term investment and there is a good trend, why play with timing? Perhaps monitor the fundamentals. Selling puts or calls may be good too if there's high volatility.

214   _   2016 Dec 22, 2:03pm  

FP says

why play with timing?

This is true... sometimes when a stocks moves up so fast in a short time you over think it too much .. sold enough shares in 2016 to capture that move..

215   missing   2016 Dec 22, 3:36pm  

I was just listening to a podcast from Meb Faber yesterday. The interviewee (Mark Yusko) said something to the effect that trend following is simple but most people screw up because they don't see the trends all the way out, i.e either sell too early or buy too early (catching falling knives).

216   _   2016 Dec 22, 3:43pm  

FP says

Mark Yusko)

Mark is a friend, but I haven't read his work or listen to him too much, I should read his stuff

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