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MotoMind posted:How do people feel about prospects on VIPSX Inflation Protected Securities-based ETF ? Realistically my timeframe of concern is at least 5 to 10 years, but my present preoccupation is to not enter the fund when it is reflecting an overvaluation on bond prices. TIPS returned 11%-ish in 2009 as well. They went from undervalued end of '08 (yielding close to 3% REAL) to overvalued today (neg real yield on 5-yr TIPS, less than .5% on 10-yr... again REAL not nominal). Runup happened for the same reason nominal bonds rallied: declining yields. Time to buy was end of 2008 in the midst of the liquidity crisis. Time to sell is now. FWIW, end of 2008, my entire portfolio was nearly 60% TIPS (an outrageous amount for someone my age during normal financial conditions). It is less than 5% now.
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Oct 19, 2010 00:51
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Thoogsby posted:Yeah they missed iPad sales but they also just posted an all time best in revenue and after-tax income. Which was 100% expected and not remotely surprising, the downsides were a little surprising though- particularly the ipad and the margins. Thus the drop. You do realize AAPL is up something like 80% over the past year right? The market is hardly missing their success.
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Oct 19, 2010 00:59
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I was finally part of an errant trade.  NYSE Breaks Trades of S&P 500 ETF at 9.6% Below Opening Price My short order for 700 shares got filled at $106.46. Cause by a software update problem... good work Arca.
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Oct 19, 2010 03:12
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mik posted:I was finally part of an errant trade. The article mentions this in regard to the May 6 flash crash: "The 104-page study released Oct. 1 said trading software known as an algorithm linked the rate at which it traded the E- Mini contract to overall market volume." Yes, trading software is known as "an algorithm". 
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Oct 19, 2010 03:18
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I had a market-on-close short order, you can expect some price movement on a market-on-close orders but $12 times 700 in the wrong direction on the SPY? It had me worried, but it became obvious it was going to be broken.
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Oct 19, 2010 03:36
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Dr. Jackal posted:On the other hand, who else wants to gamble with STX and the bid to take the company private, They are suppose to announce something near the end of the week... but then everyone is downgrading STX (maybe a sign that the private takeover is going to low ball the shareholders?).
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Oct 19, 2010 04:18
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Ow.Duey posted:Crap, I got out of the market in late August anticipating a long slow decline. I feel like an idiot now seeing how much everything has gone up. I know as soon as I jump back in I'll just get hammered though. At least I didn't lose money, but it would have felt good to make some. Dr. Eldarion fucked around with this message at 19:08 on Oct 19, 2010 |
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Oct 19, 2010 19:05
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Dr. Eldarion posted:Well, if you were waiting for a drop... I knew this would happen; I was just making too much drat money. But I'm surprised to see Seagate dropping too. I would have thought the buyout would have dominated events, and they are still stealing the company.
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Oct 19, 2010 20:39
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Listened to the AAPL conference call and Jobs is really going on the offensive when it comes to Android. He basically predicts the failure of all their 7in. tablets and questions the stability of the tablet software. I think they made a good choice with the $499 entry level iPad in order to compete with android.
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Oct 20, 2010 01:21
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The Good posted:Listened to the AAPL conference call and Jobs is really going on the offensive when it comes to Android. He basically predicts the failure of all their 7in. tablets and questions the stability of the tablet software. I think they made a good choice with the $499 entry level iPad in order to compete with android. Also, I take back my "ow" from yesterday.
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Oct 20, 2010 17:48
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Anyone have any stock market discussion forums they recommend?
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Oct 20, 2010 18:10
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Morningstar has a good selection of forums and topics.
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Oct 20, 2010 20:51
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Dr. Eldarion posted:Ow. Post-election will probably see a sustained drop. One day drops like yesterday are just aberrations at the moment I think. Also, NFLX reported, up about 10$. We'll see what it does tomorrow. EDIT: Subscriber acquisition costs went way down as well. From 26$ last year this time to just over 19$ now. That's pretty huge. The biggest concern going into 3Q was that the cost for adding each subscriber was going to be too high. Duey fucked around with this message at 21:42 on Oct 20, 2010 |
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Oct 20, 2010 21:24
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Bid: 8.00 x 2500 Ask: 21.00 x 100 What the hell kind of a spread is this. I mean it's just from yahoo. But weird.
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Oct 21, 2010 05:33
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What's the stock?
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Oct 21, 2010 13:32
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goddinpotty posted:Bid: 8.00 x 2500 I think it's called a low/no volume pre-market spread.
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Oct 21, 2010 14:21
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Holy poo poo NFLX. Hits it out of the park again. Stock was up over $16 before hours, now up $19.03. This fucker was only ~$40 in February.
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Oct 21, 2010 14:48
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MrBigglesworth posted:Holy poo poo NFLX. Hits it out of the park again. Stock was up over $16 before hours, now up $19.03. Wow. I thought I made a good pick buying Apple in 2006 but Netflix is up about 500% since then compared to Apple's 400%. And most of Netflix's growth has been in the last year or two.
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Oct 21, 2010 15:09
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I owned some $1,000 worth of 6 months out $5 call options on GNW when it was around $1.00-$1.50. It got to $13 6 months later. I had sold when it was around $2.50. I sold too early. :'(
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Oct 21, 2010 15:15
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MrBigglesworth posted:Holy poo poo NFLX. Hits it out of the park again. Stock was up over $16 before hours, now up $19.03. fighting to break through all time highs. I would think a large portion of the gains were due to people covering their shorts from the drop when it was in the $170. I would expect to see through the next week or so to see NFLX drop a little bit. (Unless AMZN comes out with amazing numbers and rallys the sector through the roof again). I really have to stop buying Option spread -_- In for STX (buyout?), NFLX (post-earning selling-off/short), AMZN (their earnings estimate is already in the stock at this point...). Dr. Jackal fucked around with this message at 18:26 on Oct 21, 2010 |
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Oct 21, 2010 17:23
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How would you like to be a short on this bad boy:
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Oct 21, 2010 21:16
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The beginning of QE2 ladies and gentleman. LIVE today! Sort of sad to see AMZN get stopped in its tracks. If it can't go up here how will the nasdaq ever hit 5k again?
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Oct 21, 2010 21:23
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Jack posted:The beginning of QE2 ladies and gentleman. Without it? Edit: Never mind  You're right, 19% of QQQQ is pretty significant.Double Edit: Wait, AMZN, not AAPL... What? That's just over 2%. I don't think it has such great growth prospects compared to higher proportion stocks in the index. 
Fuschia tude fucked around with this message at 18:11 on Oct 22, 2010 |
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Oct 21, 2010 21:30
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AMZN just erased todays gains post market. NOK was up quite nicely today. I still think it's undervalued, but I'm sure everyone will disagree with me.
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Oct 21, 2010 22:42
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Fuschia tude posted:Without it? I was thinking something similar regarding Amazon's growth prospects, in that I don't see how it can grow much more either. I don't follow it enough, so I'm not sure what national markets they're in, types of innovation they actualize, technology they have claim to, biggest legitimate competitor, etc. Typically when companies reach a certain point though, they just become big dividend monsters that go global and absorb other companies and cement themselves in the minds of the global market...or they deflate, get beaten out by more innovative and maneuverable companies, and just go into a death spiral. Pretty sure Amazon is more on track to grow into a similar species of the former.
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Oct 23, 2010 00:17
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Jabbu posted:I was thinking something similar regarding Amazon's growth prospects, in that I don't see how it can grow much more either. I don't follow it enough, so I'm not sure what national markets they're in, types of innovation they actualize, technology they have claim to, biggest legitimate competitor, etc. Typically when companies reach a certain point though, they just become big dividend monsters that go global and absorb other companies and cement themselves in the minds of the global market...or they deflate, get beaten out by more innovative and maneuverable companies, and just go into a death spiral. Pretty sure Amazon is more on track to grow into a similar species of the former. Amazon is huge in cloud computing right now. I would say the potential for revenue growth in that segment of their business dwarfs their online retailing. I'm just pissed I sold it about a month ago because I thought it was on a huge runup then, and haven't been able to buy it back.
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Oct 23, 2010 00:30
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Sometimes I judge my stock picks on what's popular in my boring suburban neighborhood and I'm kicking myself for not getting in on Chipotle (CMG). One opened at my local strip mall and it was always overcrowded. I looked into the stock when it was trading at something like $75 and I never invested after researching the company. I really hate myself after seeing Fridays numbers and the fact that its now breaking 200. The Good fucked around with this message at 04:10 on Oct 24, 2010 |
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Oct 24, 2010 04:05
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The Good posted:Sometimes I judge my stock picks on what's popular in my boring suburban neighborhood and I'm kicking myself for not getting in on Chipotle (CMG).
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Oct 24, 2010 05:51
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Kind of a longshot but if anyone here has worked, or does work at Scotia Capital I would love to talk to you!
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Oct 24, 2010 07:21
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NOV is off the chain today!
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Oct 26, 2010 16:08
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Glad I held onto NFLX over the weekend, up almost 12 so far today. Selling out today, hopefully it'll hit 180.
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Oct 26, 2010 18:25
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Long PWER ahead of earnings. Still short GME (well, actually, short GME for the third time).
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Oct 26, 2010 20:11
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Still liking my strat of waiting till Nov 1st 1 hour before close to short EVERYTHING, BWHAHHA. My orig target was Dec though.
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Oct 26, 2010 23:41
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ayekappy posted:Still liking my strat of waiting till Nov 1st 1 hour before close to short EVERYTHING, BWHAHHA. My orig target was Dec though. I've been toying with that idea too, but I have a feeling that the whole market will just go sideways until after the holidays and then start down. I've been looking around for some puts around March of 11, but haven't found anything that's piqued my interest yet.
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Oct 27, 2010 00:56
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maybe more action on AMZN after AKAM's earnings announcement tomorrow? I would think a good report (not a miss) from AKAM (I doubt they will beat earnings on revenue or margin by too much since everyone else have been reporting pretty much as expected) would fuel speculations about AMZN's cloud holdings. This would probably grow over into NTAP, EQIX? and NFLX... wtf?
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Oct 27, 2010 01:00
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I still think short 20+ bonds is the best trade. Yields have been on a gradual rise here even in the face of QE2. I also think CYD can double here too and if the market really wants to get insane it can easily go over $100. God help some of those high beta names out there if this market ever decides to have a minor sell off though. There doesn't seem to be any actual volume out there other than the computers pinging 100 shares back and forth to each other. I remember last week watching CRM go up $2 on 20k shares total. Not as an opening print but like 30 minutes into trading. Can only imagine how many down $11 days like that eqix warning day if theres some real selling volume.
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Oct 27, 2010 01:37
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Wanted to share this article I found informative about the VIX and what the value of the VIX means in real terms (it is not solely a 'fear indicator' or something that has a -1 correlation with the market) http://vixandmore.blogspot.com/2010/05/rule-of-16-and-vix-of-40.html Also, how the VIX is calculated for the interested
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Oct 27, 2010 07:01
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Nifty posted:Wanted to share this article I found informative about the VIX and what the value of the VIX means in real terms (it is not solely a 'fear indicator' or something that has a -1 correlation with the market) I think you mis-pasted as both links are to Bill Luby's blog. Did you mean to link to this? It's rather enlightening to learn how the VIX is calculated (and see how it can temporarily be gamed). Speaking of all things volatility, you may find this interesting. It's a volatility arb strategy the CBOE turned into a benchmark index. It basically aims to take advantage of the difference between IV cooked into options and the actual realized vol on the underlying.
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Oct 27, 2010 15:33
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I wanted to jump the gun, but only for a small lotto ticket purchase... still waiting for Nov 1st to put any real money into more likely scenarios... but you guys talking about CRM made me want to buy $40 of puts... Nov $60s. 10x.04. Just a fun little bet!
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Oct 27, 2010 15:53
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I thought about doubling down on BRCM earnings yesterday with OOM calls to pair with my long position. I slept through that window. Same opportunity with AKAM today. I wonder if I'm going to pass on it too.
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Oct 27, 2010 17:47
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