Top TTP Stock Portfolio

[Reccos]

Thanks for this Reccos. I figured something along those lines might be the case since I remember the last split being at about $46? dollars but the chart shows the price being about $23 at that thime. I was not sure how they factored all the previous splits and thought it would all be relative. I guess it is as long as you do not also factor in the splits and "double dip" ($28 approximate current price divided by 10 cents equals 28)

I guess that means that a $1000 investment in MSFT in 1986 would equal $288,000 today (in the scenario that someone had the patience/balls to never sell)? Nothing to sneeze at, but definitely not as exciting as my bad chart analysis numbers. Thanks for the clarification.

I was blown away at first and thought wow, how much I had lost but I was buying when it was $25 or $26 and it moved so little for me I dumped it as I said. From the article it shows how all that confusion is out there on this stock when you go back and look at the spread sheet.

It is confusing how they do this.

I am not trading US stocks these days and because I am in Hong Kong with the market opening at 9:30 pm my time I have let my portfolio of high quality juniors (Venture but I know what I am doing ) all slide from Feb in what is the worse market I have ever seen since I started trading my own stock back in 2003.

Buy and hold is fine but until you generate some cash you haven't made any money and I have been using my buying and selling to finance my stay here in Hong Kong where I am starting a business.

Dude has owned MSFT for 15 years but at one point in there it was down to $21 which means you hold or bail as that is a decent drop. I often get a core position and then once it starts to run up, I buy and sell traders to ensure I get some of my initial capital back. I also buy PPs and flow through shares as I need this to offset my personal income tax.

MSFT is a good safe stock to hold but they are hamstrung to ever get a huge breakout as they are so big now governments attack them for whatever they try and buy and this means shareholders won't wake up to a big huge win.

I might pick some when I get a moment but right now this market sucks!!!!

 

[Dude]

I took the approach there Reccos that being who they are, they'd get back up to Blue chip status.

In order to move around a lot, you have to have your finger on the pulse- which I don't.

One of these days, when I'm not so bloody busy.

 

[Reccos]

I took the approach there Reccos that being who they are, they'd get back up to Blue chip status.

In order to move around a lot, you have to have your finger on the pulse- which I don't.

One of these days, when I'm not so bloody busy.

I should clarify the core position and traders when a stock runs. I didn't do that with the meagre number of MSFT shares I had. They are too rich.

Nothing wrong with that stock ever..

 

[Dude]

Yeah, it is one of the nearly "untouchables" I have. If you really get into it, over the past 10 years there has been fluctuations, splits, climps, and drops on that. Factor in a US - Canadian Exchange that has been as high as 1.62 to as low a 0.94, and you can really analyse it to death.

For now, I trust it is a solid company that will, end the end, reward me for patience.

One to look at: Donaldson Company, Inc. DCI (NYSE)

Traditionally splits around $50 mark. They are a company we rep, and the directors have recently placed a short term clamp on unneccesary spending, like travel, etc.

 

[italian_stallion21]

Cemex, everyone needs cement, right?

 

[Dial 9-1-1]

Cemex, everyone needs cement, right?

It's been on my radar for a while now with a P/E of under 7. What's going on in Venezuela is interesting though with Chavez basically telling Cemax that his government is purchasing their company at the price he wants. He's basically bulllying all big business out of Venezuela in his socialist revolution:


Venezuela takes over cement industry, seizes Cemex assets - MarketWatch

On another note, Solar Energy stocks are really taking off.

 

[italian_stallion21]

It's been on my radar for a while now with a P/E of under 7. What's going on in Venezuela is interesting though with Chavez basically telling Cemax that his government is purchasing their company at the price he wants. He's basically bulllying all big business out of Venezuela in his socialist revolution:


Venezuela takes over cement industry, seizes Cemex assets - MarketWatch

On another note, Solar Energy stocks are really taking off.

That's what the was for. Didn't they do that with their oil fields as well?

 

[Dial 9-1-1]

Yeah, it is one of the nearly "untouchables" I have. If you really get into it, over the past 10 years there has been fluctuations, splits, climps, and drops on that. Factor in a US - Canadian Exchange that has been as high as 1.62 to as low a 0.94, and you can really analyse it to death.

For now, I trust it is a solid company that will, end the end, reward me for patience.

One to look at: Donaldson Company, Inc. DCI (NYSE)

Traditionally splits around $50 mark. They are a company we rep, and the directors have recently placed a short term clamp on unneccesary spending, like travel, etc.

I know what you mean about the US Dollar. I bought Nokia years back in the $25 range and even when it hit high $30s I still lost money due to the buying it when our dollar was crap and then trying to sell it when our dollar was stronger. In truth, I kind of like the idea of buying safer US stocks now since I think their dollar will strenghten. Even if the price doesn't move that much, you can still win on the exchange.

Nice looking chart for DCI. This one has only gone in one direction historically and it's rare to see this!

DCI: Summary for DONALDSON CO INC - Yahoo! Finance

 

[italian_stallion21]

I'm only down $820 now! Bling bling.

 

[Dial 9-1-1]

I'm only down $820 now! Bling bling.

The purchase price vs current price % numbers is probably more accurate than the running total since you two have Cdn stocks in your portfolio and my portfolio tracker (which calculates in US Dollars) seems to throw the final numbers off a bit (due to the recent rise in the Cdn dollar).

Anyhow, here are my (un)official numbers for those keeping score at home.

It'll be pretty hard for me to keep up this pace. If I do, my $10,000 initial invesment will be worth $27,654 after one year. This is a little better than what I am currently making in my ING savings account.

Dial +$679 (+ 6.79%)
JBN - $82 (-0.85%)
IT21 - $842 (-8.83%)

Are you two up for creating a second portfolio? If so, let's go with either 5 NYSE/Nasdaq stocks or 5 TSX/Venture only.

Others are still welcome. Note, however, that Umbro, Adidas, and Puma do not trade on the US main boards.

 

[italian_stallion21]

The purchase price vs current price % numbers is probably more accurate than the running total since you two have Cdn stocks in your portfolio and my portfolio tracker (which calculates in US Dollars) seems to throw the final numbers off a bit (due to the recent rise in the Cdn dollar).

Anyhow, here are my (un)official numbers for those keeping score at home.

It'll be pretty hard for me to keep up this pace. If I do, my $10,000 initial invesment will be worth $27,654 after one year. This is a little better than what I am currently making in my ING savings account.

Dial +$679 (+ 6.79%)
JBN - $82 (-0.85%)
IT21 - $842 (-8.83%)

Are you two up for creating a second portfolio? If so, let's go with either 5 NYSE/Nasdaq stocks or 5 TSX/Venture only.

Others are still welcome. Note, however, that Umbro, Adidas, and Puma do not trade on the US main boards.

Why would I want to create another one? This one has been doing fantastic

 

[johnnybluenose]

quitting while ahead/not too far behind

 

[Dial 9-1-1]

I'll add a second portfolio with these stocks at their closing price from Friday:


Vale (RIO): $26.63
Repligen (RGEN) $5.41
Noble Corporation (NE) $51.41
Trina Solar (TSL) $33.17
LDK Solar (LDK) $45.82
Cemex (CX) $20.62
United Health (UNH) $30.61

 

[Dial 9-1-1]

A rough week in the markets:

Dial Portfolio #1: +4.8%
Dial Portfolio #2: +0.6%
Bluenose: -2.9%
Stallion: -12.3%

 

[italian_stallion21]

Wow, it just keeps getting worse.

 

[kjohnsob]

Wow, it just keeps getting worse.

Good thing you arent in financial planning...wait

 

[Dial 9-1-1]

A brutal week for the TTP Portfolios.

Dial + 0.03 % (a $3 return on a $10,000 investment)
Bluenose -7.27%
Dial Portfolio #2 -8.02%
Stallion -15.52%

I've got a good feeling about next week though!

 

[johnnybluenose]

me too

 

[oldtimer]

Anybody got any money left???

 

[italian_stallion21]

Probably not