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Ahab McBathsalts
OTD Windmill Administrator




Registered: 11/25/02
Posts: 35,107
Loc: Wind Turbine, AB
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: memes]
#18115592 - 04/15/13 09:30 PM (10 years, 9 months ago) |
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I got puts on CAT like a boss! selling off my $87.50 P tomorrow and buying some more 80.00.
This market is going to hit the shit box.
-------------------- "Nobody exists on purpose. Nobody belongs anywhere. Everybody's going to die."
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ohmatic
searcher


Registered: 02/28/04
Posts: 6,742
Loc: europe
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: Ahab McBathsalts]
#18117456 - 04/16/13 09:20 AM (10 years, 9 months ago) |
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Quote:
Ahab McBathsalts said: Blackberry is too bold for me.
what a cheeky little post this is
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MONOTUB tek HEATBOMB tek RIP #cultivation! ....can't associate? well FUCK U !
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human experience
Stranger


Registered: 09/06/11
Posts: 519
Last seen: 8 years, 9 months
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: ohmatic]
#18117774 - 04/16/13 10:47 AM (10 years, 9 months ago) |
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qman
Stranger

Registered: 12/06/06
Posts: 34,927
Last seen: 1 day, 15 hours
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: human experience]
#18123046 - 04/17/13 10:10 AM (10 years, 9 months ago) |
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Apple testing the $400 level(new lows), when central banks (Israel bought a year ago) start buying a stock, it's time to bail.
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sofa_king_happy
Stranger

Registered: 01/29/10 
Posts: 227
Last seen: 9 years, 1 month
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: memes]
#18146697 - 04/21/13 07:55 PM (10 years, 9 months ago) |
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Yes. A boiler room is a call center, they call up people and pressure them to buy the stock. Emailers are emails sent out to massive amounts of people..... Not a bad thing, until those funding the awareness campaign start selling (which they may have already, havent looked at it in months haha)
Related:
Edited by sofa_king_happy (04/21/13 08:00 PM)
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Ahab McBathsalts
OTD Windmill Administrator




Registered: 11/25/02
Posts: 35,107
Loc: Wind Turbine, AB
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: sofa_king_happy]
#18147098 - 04/21/13 09:44 PM (10 years, 9 months ago) |
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CAT reports before the bell tomorrow. I have all $80 puts. There is a pretty solid floor at $80, and expectations are already pretty low, but I'm hoping it drops to $78 tomorrow and sells off a little more during the week.
I think my next trade will be puts on the S&P via a few 135.00 puts on the SPY until at least the fall or winter this year.
I'm a full on bear.
-------------------- "Nobody exists on purpose. Nobody belongs anywhere. Everybody's going to die."
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ben_dover0802
shroom addict



Registered: 09/21/08
Posts: 648
Last seen: 7 years, 8 months
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: qman]
#18154706 - 04/23/13 11:04 AM (10 years, 9 months ago) |
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Haven't actually bought the shares yet but I am pretty sure I am going to start a small position (~25% total average full position) on Apple today before earnings. I luckily didn't buy much of this falling knife and never got hurt too bad, but I think this would be a good risk/reward scenario. I got burned on Apple's previous quarters earnings, just took a big position and it dropped 10% before I even had a chance to sell. I watched it drop a couple more percentage points before finally selling out . Hoping for a better outcome this time around, but I am not entering with the same risk tolerance either way. Besides that, today is a good day for me, I have generally been just holding my shares not doing much trading - its been doing decent for me, better than trading everyday for sure I think.
My other positions are:
XIN CHK C TSLA GLUU LCC KBH JOEZ
I think the correct move would probably be to take some profits and maybe even get some kind of hedge. I have been having some luck with the VXX as that hedge, I certainly do not always get it at the right time and sometimes have to sell for a loss, but I do a good job of keeping the losses low and let it run when its going up. Losses are usually no larger than 5% but my last couple gains have been as good as 10% to 15% in as fast as a day or two, sometimes I hold it for a little longer though. The VXX should not be held long term unless for special rare circumstances of a large volatility rally. For me, I mainly use it for VIX extremes and hedging imo.
Ill update soon with more details about my positions and what I do today. Good luck to everyone as always...
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ben_dover0802
shroom addict



Registered: 09/21/08
Posts: 648
Last seen: 7 years, 8 months
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: ben_dover0802]
#18155797 - 04/23/13 02:35 PM (10 years, 9 months ago) |
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Small update - Bought about 50% of a full position for Apple's earnings - results should be in within the hour. Sold all of XIN (for now, I plan to buy back) and a small portion of GLUU (<25% of position)
All positions and relative portfolio weight as of Tuesday 4/23 after hours:
GLUU - Large LCC - Large AAPL - Large
CHK - Small C - Small JOEZ - Small
TSLA - Medium VXX - Medium KBH - Medium
My favorite long term stock for total risk/reward has to be either GLUU or TSLA. Love TSLA's business model and product. GLUU just looks prime to be a home run based on its technicals and the multi year chart (2-5 years) as well as fundamentally especially if they get the online gambling apps rolling. I also want to add to JOEZ asap (most likely tomorrow) as it just had a large pullback and looks to now continue the larger trend upward with an opportunity for a low risk high possible reward entry here.
Thanks for reading - any feedback is very welcome.
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memes
Blessed



Registered: 01/11/05
Posts: 27,785
Loc: In a Tree
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: sofa_king_happy]
#18158199 - 04/23/13 10:01 PM (10 years, 9 months ago) |
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Quote:
sofa_king_happy said: Yes. A boiler room...
Thanks for posting that Sofucking
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geokills
∙∙∙∙☼ º¿° ☼∙∙∙∙


Registered: 05/08/01
Posts: 23,417
Loc: city of angels
Last seen: 6 hours, 13 minutes
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: Ahab McBathsalts]
#18178862 - 04/27/13 10:25 PM (10 years, 8 months ago) |
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Quote:
Ahab McBathsalts said: I think my next trade will be puts on the S&P via a few 135.00 puts on the SPY until at least the fall or winter this year.
I'm a full on bear.
I haven't been trading squat for a while now (not because I don't like the market, but because I've had other things to tend to), but I wouldn't be a bear. The S&P has been quite strong. Until it breaks support, I would be biased to the long side. The fact that there were two confidence shaking evens (the fake AP News twitter post about white house explosion + CBOE being offline some day last week) and the market barely flinched, is indicative of underlying strength and buying pressure.
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-------------------- ┼ ··∙ long live the shroomery ∙·· ┼ ...╬π╥ ╥π╬...
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Bambi
Friendly Forrest Animal




Registered: 03/22/09
Posts: 1,668
Last seen: 6 months, 29 days
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: geokills]
#18263040 - 05/14/13 09:49 AM (10 years, 8 months ago) |
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Geo, how do you feel about agnc? It's been looking quite shaky as of recent. I suppose I'm a bit more frightened because I've watched arr cut their dividends time after time, but of course agnc is a better company. But is the time coming near when reits are not as profitable as they once were?
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"I want to read, talk with my friends via the computer, and enjoy my life now that people know I'm not dead. " -Rom Houben
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ben_dover0802
shroom addict



Registered: 09/21/08
Posts: 648
Last seen: 7 years, 8 months
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: Bambi]
#18293919 - 05/20/13 05:45 PM (10 years, 8 months ago) |
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Did my TSLA partner cash in on earnings? I sold most of mine after the first up day, had no idea it would just keep going and going and going.....
Been doing alright with my stocks above, beating the market the past month (im up 10%) haven't been trading much - if so lightening positions.....
Relatively large positions: VXX JOEZ CASH
Medium positions: GLUU CHK
Small positions:
TSLA LCC KBH XIN NIHD
I hit a ground rule double on NIHD, I recommend keeping an eye on it. Also anyone following DAN, he brings up a good point to watch the solar stocks, especially todays feature stock JASO JA Solar. It went up 70% today and can easily go up or down 70% more so it is worth it to watch and try and hop on that train if it starts continuing up tomorrow.
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Ahab McBathsalts
OTD Windmill Administrator




Registered: 11/25/02
Posts: 35,107
Loc: Wind Turbine, AB
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: ben_dover0802]
#18301522 - 05/21/13 11:32 PM (10 years, 8 months ago) |
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I sold out of tesla at a healthy profit, but should have let those options double a few more times 
Currently most of my portfolio in very low risk stocks that primarily trade on the Toronto exchange
BCE - Bell Canada, 3% up, .3 beta - 5% dividend ENF - Enbridge income fund - up 9% in 2 months with a .2 beta and a 5.5% dividend DI.UN - 7.3% dividend -Dundee International Income Fund is a real estate investment trust that is a fairly recent offering on the exchange is is almost entirely German commercial buildings
My other holding is some longer term TBT options, which are Proshare UltraShort 20 year treasury, which is 2x leveraged inverse of US treasuries and trades up with increases in market yield. Interest rates should rise by the end of the year, but that is really up to the Fed.
-------------------- "Nobody exists on purpose. Nobody belongs anywhere. Everybody's going to die."
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Keru

Registered: 10/25/12
Posts: 301
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: Ahab McBathsalts]
#18354955 - 06/01/13 07:27 PM (10 years, 7 months ago) |
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INSM is at $13 and on a nice steady leg up. 2 different analysts put price targets over $20+, so there is some serious upside.
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ben_dover0802
shroom addict



Registered: 09/21/08
Posts: 648
Last seen: 7 years, 8 months
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: Keru]
#18361516 - 06/03/13 07:39 AM (10 years, 7 months ago) |
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Added INSM to my watchlist thank you Keru. Ahab, I figured, IMO it was the right thing to do, its better to lock in profits and miss upside than give back your gains, but holy cow did we miss a lot of upside. I was just pretty heavily invested in common stock but options?!? wow...We'll get em next time or me at least, I am buying Tesla on the dip which looks like it happening now
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Ahab McBathsalts
OTD Windmill Administrator




Registered: 11/25/02
Posts: 35,107
Loc: Wind Turbine, AB
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: ben_dover0802]
#18407463 - 06/12/13 09:07 AM (10 years, 7 months ago) |
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I sold off my TBT - Inverse 2x twenty year treasuries call jan 2014, 80 strike for about a 45% profit today.
I've mostly moved into 160.00 Spy Puts for July for my options trading action.
The rest of my portfolio is pretty heavy dividend focused with very low betas, and has been hit hard lately. But I absolutely hate the way the s&P is looking.
Since mid May its all lower highs and lower lows and it is closing in on falling below the 50 day moving average at 1610
-------------------- "Nobody exists on purpose. Nobody belongs anywhere. Everybody's going to die."
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Bambi
Friendly Forrest Animal




Registered: 03/22/09
Posts: 1,668
Last seen: 6 months, 29 days
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: Ahab McBathsalts]
#18413825 - 06/13/13 02:11 PM (10 years, 7 months ago) |
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Been a while since I've had a good day, but finally some good news out of Armour Residential Reit (ARR). They had been cutting their dividend quarterly, but this quarter they are keeping their .07 a month dividend. and as a result, the stock ran up just over 7% today. My portfolio managed to go up ~3.5% today after a week of loses.
A stock I bought a bit out of hype, (XUII), also ran up a good bit (~18%) today.
Glad to finally have a day in the green, lets see what the end of the week brings.
And for the S&P, I don't know how i feel about the chart and immediate future, but I will say that that a close or two below the 50 day ma could spell trouble and I'll be looking to get into an inverse etf.
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"I want to read, talk with my friends via the computer, and enjoy my life now that people know I'm not dead. " -Rom Houben
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ben_dover0802
shroom addict



Registered: 09/21/08
Posts: 648
Last seen: 7 years, 8 months
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: Bambi]
#18414123 - 06/13/13 03:13 PM (10 years, 7 months ago) |
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Same here with the action of taking an inverse if we fall below the key moving average. However, today was pretty strong and the trend hasn't been broken yet so I am still long.
Notable positions include in order from most to least: TSLA PSUN MTG GLUU JOEZ
Prepared to take a small loss if the market looks weak.
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Stonehenge
Alt Center


Registered: 06/20/04
Posts: 14,850
Loc: S.E.
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: ben_dover0802]
#18415474 - 06/13/13 07:07 PM (10 years, 7 months ago) |
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You guys are playing dice in the shadow of mt vesuvius. Just my uninformed opinion but the party can't last forever and when the big players start pulling out it may be too later to reach the exits.
Sorry to be a gloomy gus but the economy is just not doing well. They massage employment figures but its still dismal. The housing segment is supposed to be a bright spot but many many owners are below water and what happens if prices quit rising? I have a fair bit of r/e so its not sour grapes. I should get on the stick and fix up the two i've been lazy on so i can get them sold and move it into gold.
Europe makes us look strong. The only strong country is china and they are grabbing assets like mad including many usa companies. I would laugh if the crash came and their investments crumbled, just like when the japanese a few years back bought a ton of usa r/e and then the crash came.
Someone convince me i'm wrong?
-------------------- “A democracy cannot exist as a permanent form of government. It can only exist until the voters discover that they can vote themselves largesse from the public treasury. From that moment on, the majority always votes for the candidates promising the most benefits from the public treasury with the result that a democracy always collapses over loose fiscal policy, always followed by a dictatorship.” (attributed to Alexis de Tocqueville political philosopher Circa 1835) Trade list http://www.shroomery.org/forums/showflat.php/Number/18047755
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Ahab McBathsalts
OTD Windmill Administrator




Registered: 11/25/02
Posts: 35,107
Loc: Wind Turbine, AB
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Re: Notes on Dividend Paying Stocks vs Bonds, and Share Buybacks. [Re: Stonehenge]
#18420113 - 06/14/13 06:29 PM (10 years, 7 months ago) |
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I don't claim to be a sophisticated technical analyst, but this is the problem I have with the S&P at these levels.
The 50 day MA has been great support since January, and we are seeing lower highs and lower lows since the Fed's comments on May 22nd. It might break to the upside, but with the run we've already had this year, i feel its way more likely that the market will break down to 1580 - 1500 or about 2 - 7%
-------------------- "Nobody exists on purpose. Nobody belongs anywhere. Everybody's going to die."
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