Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
7 Pages  1 2 3 > » Bottom

Outline · [ Standard ] · Linear+

 US stock discussion v4, Bulls-Bears HUAT AH!! Pigs get slaughter

views
     
foofoosasa
post Dec 23 2011, 12:06 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(SKY 1809 @ Dec 23 2011, 11:05 AM)
The place in US where Employment is less than 1%, house sold within 3 days

Too good to be true  hmm.gif

Will US economy thrive in 2012?

http://www.malaysia-chronicle.com/index.ph...-2012?&Itemid=3
*
Discourage worker is not included in the unemployment rate cool.gif
Having said that, as a long term investor indeed it is a good opportunity to buy some US stock now.
foofoosasa
post Dec 23 2011, 01:13 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(SKY 1809 @ Dec 23 2011, 12:27 PM)
Some small oil booms are expected in US

IF US connects its pipe with Canada, then more jobs could be created.
*
Well, I generally put much more less concern news such as these (I think it is a noise and too much hype). Again, I think we all still worried about European economy affect on world economy especially in financial market.
According to Basel rules, 0% of provision need to protect against sovereign risk in bank's balance sheet.It means most of the bank in Europe will run out of capital it default payment in bond.US bank also involve a lot of CDS contracts with Europe bank may trigger another systematic risk.
According to some Expert, the only way they can do it is to restructure the debt to much more longer period.By doing so definitely sacrificing economy GDP growth.
A lot of trader avoid stock market due to really high volatility.I have this bad feeling most of the countries will experience "the loss of decade" faced by Japan.
since 2007/2008, the stock market recovered like turtle after 3/4 years (we're going back 2009 level again now biggrin.gif ). Watching stock market everyday also will put someone distract from their real life job.The way I do is buy some share if the price low enough.Still the above reason always is the main reason hold me back to "sapu".

Anyway Merry Christmas to all of you & Happy trading and Investing biggrin.gif
foofoosasa
post Jan 14 2012, 10:22 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(gark @ Jan 2 2012, 07:29 PM)
Well BAC still have USD 1.3 trillion of mortgage related debts (based on mark-to-model)that is currently having thousands of ongoing litigation in the US, mostly due to Countrywide Financials. So the losses is not yet accounted for and may/may not materialise in the future. The balance sheet is very complicated and hard to understand the true picture of the company:stars:

On the plus side it is selling at 0.3x BV and have USD 0.68 trillion in cash. Worth a bet?
*
I think worth the bet.In fact I bought some aldy. LOL..

QUOTE(prophetjul @ Jan 14 2012, 08:55 AM)
QE3 anyone?  brows.gif
*
Don't think so at the moment
foofoosasa
post Mar 15 2012, 11:35 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(yok70 @ Mar 15 2012, 12:25 AM)
Why so many US banks desperately applying to increase dividend payout and share buy back? Does this mean they see their share price very much undemanding? And they have too much cash already? If they have too much cash, why some of them (citibank) not doing good on stress test? Thank you sifus!  notworthy.gif
*
Not sifu,
but my opinion is they want to increase the confidence from investor. A lot of banks in Us in these years since 2007/08 cut out their dividend by large amount. well most of the US bank if you noticed all still stuck in the level of 2009.
The regulation in US had set tougher rule for bank through volcker rule and Basel III to increase the reserve requirement from banks. Beside they also some of the business used to be generating profit for bank.

Too much cash doesn't mean they wont fail the stress test. The purpose of stress test is to test whether bank can withstand with financial shock. They key question what capital is used to withstand those financial shock. some of the capital may NOT BE QUALIFIED since the new rules have been imposed. For example, Hybrid equity which compose of equity and debt always ambiguous for the purpose of reserve capital. Increase equity from investor in order to meet those stress test is a huge cost since investor see DIVIDEND as compulsory (which is very costly in perspective of bank) consistently.

my 2 cents correct me if I am wrong

This post has been edited by foofoosasa: Mar 15 2012, 11:35 AM
foofoosasa
post Mar 19 2012, 07:02 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(SKY 1809 @ Mar 17 2012, 08:44 AM)
Waw, no one predicted end of  last year that Dow would hit 13,000 this year.

The market is full of miracles.

From cannot, now everything can.

What a big difference .

Congratulations to those make the profits.
*
US stocks is SEXY.
Bad condition wont last forever, it just matter of time when they will recover.hehe.
History will repeat itself,now H shares in HKSE is valued at cheap price. many people will only dare to go in after get some confidence. When most of the punter and trader try to avoid those stocks,it is a good time to hunt like for value investor.
But my bet on US banking stocks is they will recover slower than other stocks due to strict regulation. so I put bit by bit every month until now since beginning last year tongue.gif .
foofoosasa
post Mar 20 2012, 08:13 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(mynewuser @ Mar 19 2012, 10:03 PM)
I enter c at 47.00 3 year ago. still making loss.
*
Having you think of lowering the average cost?I am not sure about C because there other banks are more interesting. My bet is they will recover but it will takes quite long times.
foofoosasa
post Apr 19 2012, 08:29 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(zamans98 @ Apr 19 2012, 02:13 PM)
99.9% of the trade done by big sharks.
Before this was what, $800??

What's next after i -Pad, POD, Phone? No new invention(s).
*
I-tv
I think they want link all their technology phone to tv to laptop to tablet.
Some of the people buy it simply because of "fan" based consumer spending.
What they trying to do is what microsoft had done, try to lock their user with all the familiarity of apple software/ mac etc...

Just my nooby opinion.
foofoosasa
post Apr 20 2012, 11:38 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(zamans98 @ Apr 19 2012, 08:40 PM)
i-TV is infrastructural framework is already there. I mean inventions [idea stealer] like i-Phong and i-paddy .
its also nothing extra ordinary, infact if you are familiar with HTPC, then its the same sh|t.

No doubt as what u said is valid , which is the FAN will just buy whatever gadget (although its recycle) from Apple.
*
Agreed.
But the fact that is, most of my friend from especially from western countries are too bias toward Apple product. I don't think any extra ordinary from their product too . But no doubt their marketing strategy is one of the best in the world.
reach $700 or $750 i dunno. but quite possible if u ask me.


foofoosasa
post May 7 2012, 12:13 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(pinkdevil88 @ May 7 2012, 11:41 AM)
From a valuation basis, let us see what is a fair price for AAPL

AAPL has a cash of 110billion which is equivalent to $116 per share

AAPL has reported $13.87 and  $12.3 EPS for the first two quarter.

Assuming a very conservative EPS for the next two quarter at $10, would bring AAPL EPS to $46/share.

Assuming a no growth model and a 12 PE ratio, AAPL share will be worth ($46 X 12) + $116 = $668

Remember this price is assuming a no growth model and has a very low conservative EPS for the next two quarter.

If you still have no idea at what rate AAPL is growing, let's look at the sales per quarter.

Sales/Quarter
2009 Q1 $11.88B
2009 Q2 $9.084B
2009 Q3 $9.734B
2009 Q4 $12.207B
2010 Q1 $15.683B
2010 Q2 $13.499B
2010 Q3 $15.700B
2010 Q4 $20.343B
2011 Q1 $26.741B
2011 Q2 $24.677B
2011 Q3 $28.571B
2011 Q4 $28.270B
2012 Q1 $46.333B
2012 Q2 $39.186B
If you notice AAPL has made 80% of the sales in 2011 in the first two quarters of 2012. Digest the info and tell me how much is this company worth?? We are not yet talking about the china potential, and the new product launches. Not to forget Ipad is still in its infancy and has plenty of room to grow.

Let's also look at AAPL  net income which is much more imprressive due to the higher margin recorded in recent quarters. I do not have the Quarterly net income figure so let us look at the annual net income figure.

Net income(annual)
2009 $8.235B
2010 $14.013B
2011 $25.922B
2012(Q1 & Q2) $24.686B
*
Pink, I am not pouring cold water or what on you. What does those fundamental data have to do with apple share price.
Even though the data fundamental data appears good, It doesn't mean those broadcaster and hedge fund cannot cook "news" simply just to lower AAPL share price.
Even all your data is true or valuation, doesn't mean trader and hedge fund can't make up some bad news to short APPL share price.
I don't see why you have to argue this.

This post has been edited by foofoosasa: May 7 2012, 12:13 PM
foofoosasa
post May 7 2012, 12:56 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(pinkdevil88 @ May 7 2012, 12:54 PM)
I am not buying for the next two months, macroeconomic factor dont bother me much as long as the company fundamentals stay intact. look at the next 2 - 3 years, i believe it will have an healthy grow. you can go for LEAPS to leverage on your investment as well.
*
but you're replying /talking to traders. What they said is probably about next two months (I dunno). So I think you totally miss the point?
foofoosasa
post May 7 2012, 01:04 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(pinkdevil88 @ May 7 2012, 12:59 PM)
ok, even when are are talking about the next two months. what does a $400 share price mean?? It means there will be a market crash and no other counter will be safe and the only possible trigger will be a greece default, a spain bailout, or a war on iran. Other than that i dont see a $400 share price on AAPL based on the fundamentals.
*
ok, sorry If i offended you. $400 or $500 I dunno. It doesn't matter to me. maybe I am just to busybody here laugh.gif
foofoosasa
post May 7 2012, 11:26 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


Actually I wonder why LVS is so famous here..?ermm. Almost every single pages, sure LVS will be mentioned at least once. I am not trader so I dunno about the specific reason
foofoosasa
post May 16 2012, 06:21 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(pinkdevil88 @ May 15 2012, 09:49 PM)
I am seriously thinking of shorting banking stocks after the talk of greece coalition government failed. Dont have balls to short BAC though, they passed the stress test, not much exposure to european assets, forward PE at 7, price to book ratio 0.37 which is insane meaning you could buy BAC assets at a 60% discount. The only problem with them is that they need to buck up their earnings to justify the share price.

Probably looking at some european banks, maybe BCS  because of their exposure to spain and italian assets.
*
I though they have a lot of bets through CDS to european asset?
foofoosasa
post May 16 2012, 08:20 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(pinkdevil88 @ May 16 2012, 07:20 PM)
http://dl.dropbox.com/u/23922568/Most%20Ha...%20America.pdf/

Bac has cut down a lot of European assets since 2009. The most exposure to the troubled nation is at around 1b which is manageable. The contagion effect which is sth that bac should be worried about.
*
Where do you get this document? mind to share. I always looking something like this not those dodgy "recommendation" research paper?I am planning to add more stake on this stock if i have done more research on this stock.
And when was this article issue? Though I not 100% agree what he said.

This post has been edited by foofoosasa: May 16 2012, 08:34 PM
foofoosasa
post May 17 2012, 04:16 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(pinkdevil88 @ May 16 2012, 10:46 PM)
Research rePort by independent firm written last dec. I trust them more than wall street analyst.

http://themarketsareopen.blogspot.com/2012...k-nyse-bac.html

Depends on your ST or LT plan. If you wan to buy n hold, this is at a very attractive price. If u wanna trade then think twice, ST Greece effect n the eurozone breakup possibilities.

This stock is subject to manipulation as traders use super computers to trade bac, this means the stock will b more volatile. It is also the most active stock in NYSE n NASDAQ for quite some time.
*
Thanks man. I am well aware of other factor. smile.gif
foofoosasa
post May 18 2012, 10:01 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(zamans98 @ May 18 2012, 09:38 AM)
Entered some big stocks yesterday. Will collect more.
*
nod.gif nod.gif So many attractive stocks now. rclxms.gif
foofoosasa
post May 31 2012, 09:15 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(danmooncake @ May 31 2012, 08:57 PM)
I'll be trading two stocks tonight. Got 1/2 filled for MPEL yesterday @ 12.
P also got a buy signal. So, I'm going for it.  wink.gif

Still watching FB.. too many short sellers at the moment. I'm putting an alert for it when it hits $25.
*
cry.gif , ok I force to lower my average cost on FB.
foofoosasa
post May 31 2012, 09:51 PM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(danmooncake @ May 31 2012, 09:27 PM)
Why? You've already jumped in?


Added on May 31, 2012, 9:50 pmGot another 1/2 batch filled for MPEL @ 11.
*
yea at 32, but not much l bought.
foofoosasa
post Jun 5 2012, 10:19 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(danmooncake @ Jun 5 2012, 01:14 AM)
Everyday is a good day for trading at Wallstreet.. as long as the market moves (Up or Down). You can make money.

Still watching FB: 26.79.. new low so far.. still going lower baby.. just a $1.79 more to that $25 level.  laugh.gif
*
I am a poor speculator cry.gif .
foofoosasa
post Jun 19 2012, 06:27 AM

Look at all my stars!!
*******
Senior Member
3,482 posts

Joined: Sep 2007


QUOTE(yok70 @ Jun 19 2012, 02:34 AM)
FB's recovery surprised me. Is this part of the stabilization process? Or is it really investors' bottom up fishing? 100x, I'm confused.  laugh.gif
*
Never guess where share price is going. you will be surprised cool.gif

7 Pages  1 2 3 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0214sec    0.24    7 queries    GZIP Disabled
Time is now: 8th December 2025 - 04:04 AM