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 USA Stock Discussion v6, Midterm Elections! U.S. Jobs Report!

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AVFAN
post Mar 16 2015, 10:44 PM

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oil in trouble again!

this time, <40 looks real...

fortunate i dumped some last week at breakeven. tongue.gif

s&p, healthcare, tech, all looking well - that's good. biggrin.gif

i'm doubtful anyone here hold any AMBA (Ambarella) but i just bought some. a maker of hi-res cameras for drones. i dream of it becoming another fruit co. in a less than a decade. laugh.gif

This post has been edited by AVFAN: Mar 16 2015, 10:48 PM
AVFAN
post Mar 16 2015, 11:10 PM

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QUOTE(yok70 @ Mar 16 2015, 11:01 PM)
been waiting for $40 for weeks if not months.  icon_rolleyes.gif
where is the 2000 or 1950 though? won't come?  biggrin.gif
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even if oil goes to 40, i'm nervous...

think a couple of hundred million barrels now on supertankers and land depots.

wonder if some will just burn or dump somewhere when they run out of storage...? sweat.gif

while prices have dropped, the fallout in the chain will take months if not years.

well, if saudi/opec says they will cut production, that's major. but they just said can count on china n middle east!


AVFAN
post Mar 17 2015, 02:27 AM

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QUOTE(danmooncake @ Mar 17 2015, 02:16 AM)
Oil bouncing...and I'm seeing a pop for XLE... above $75 now.  thumbup.gif
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yep, saw that.

all my tickers green now - hitting the sack, goodnight! biggrin.gif
AVFAN
post Mar 17 2015, 10:13 AM

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QUOTE(yok70 @ Mar 17 2015, 03:15 AM)
debt ceiling talk once again.
but really, what the hack is debt ceiling? who cares. As long as not defaulting, nice nice pay the interest, who cares how large US debt becomes.  laugh.gif
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this debt ceiling is a battle between the 2 parties over military spending, mostly.

there will be no consequence to markets. tongue.gif



and... interesting to see oil/energy rebounded nicely despite oil staying low.
AVFAN
post Mar 17 2015, 10:09 PM

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yo-yo is back...

all red... except the mighty fruit! laugh.gif
AVFAN
post Mar 18 2015, 09:31 AM

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QUOTE(jerrychoo2004 @ Mar 18 2015, 09:10 AM)
enough of fruit coming down la.....go up up up again leh hehehe
my FB was performing well too tongue.gif
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i think most of the tech big caps are doing fine. these r profitable, good cashflow cos., not dotcoms for sure.

one subsector not looking good - pc/pc makers. microsoft, intel n the like are going down, giving warnings. becos pc's now getting overwhelmed by smartphones n tablets. but these cos. will adapt, we know, just need time.

aapl has been exceptional. they continue to come out with new products, non stop.
use of solar, apple watch, and now appletv "skinny bundles" - a threat to those big bundles cable tv.



AVFAN
post Mar 18 2015, 10:11 AM

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QUOTE(oe_kintaro @ Mar 18 2015, 09:55 AM)
The future is in the cloud. As long as everyone keeps looking for cat pictures and porn tongue.gif the world's hunger for data storage and transmission will continue to grow.
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ya, that's why buffet is betting on ibm.

but ibm price... not looking too good lately....
AVFAN
post Mar 18 2015, 10:26 AM

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QUOTE(oe_kintaro @ Mar 18 2015, 10:21 AM)
There are still other fish in the sea. Clue: look at how information is being generated is being created, stored, retrieved and manipulated. When you understand the whole cycle of data you'll understand why players like Google and FB completely turned the market on its head and why the IBMs and Intels are struggling. There are still HW plays out there but the real game is in software.
There are some really exciting companies out there just waiting to be IPOed. I'm eyeing companies like Palantir which are still privately held but will IPO sooner or later.
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alright, will watch out for palantir! biggrin.gif
AVFAN
post Mar 18 2015, 06:22 PM

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all eyes on yellen again tonight. look for the word "patient".
patient = stocks rise, usd dive
no patient = stocks dive, usd rise
?? sweat.gif

QUOTE
Many investors believe the Federal Reserve will remove the word "patient" from its policy statement on Wednesday, paving the way for an interest rate hike as early as June, but analysts warn that a dovish surprise would send the U.S. dollar sprawling.

"U.S. dollar long positions are at record levels and the currency markets have already priced in the removal [of word "patient" from its statement] and a rate hike in June," said National Australia Bank's co-head of FX Strategy Ray Attrill. "[If the Fed don't remove "patient"], the U.S. dollar could fall by one to two percent against major currencies such as the euro and Australian dollar."

While dollar declines would be swift, they shouldn't be unexpected given the greenback's recent run-up. The U.S. dollar index has risen around 25 percent since July 2014 as investors priced in an eventual Fed rate hike and amid the search for yield against a back drop of central bank easing around the world.
http://www.cnbc.com/id/102513830


This post has been edited by AVFAN: Mar 18 2015, 06:25 PM
AVFAN
post Mar 19 2015, 09:29 AM

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what happened as a result of what yellen said...

us stocks up 1.3%
oil price up 5%
usd lost 1.1% to rm (1-3% for others)

so, in rm terms... net gain 0.2%. laugh.gif



biggest winners were obviously oil/energy stocks.

we'll see if the rally continues tonight...
AVFAN
post Mar 19 2015, 04:00 PM

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QUOTE(yok70 @ Mar 19 2015, 03:55 PM)
i want usd to drop more, rm to up more. so that i can put more money on foreign shares, same as you.  biggrin.gif
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the usd just won't stay weak for even 24 hours!

rm now back to 3.70 with oil price dropping again! laugh.gif




AVFAN
post Mar 19 2015, 06:50 PM

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QUOTE(yok70 @ Mar 19 2015, 06:13 PM)
so bullish worldwide. buy buy buy!
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that is true.

but us stocks...!!

Everyone Hates U.S. Stocks

http://www.bloomberg.com/news/articles/201...orst-since-2008
AVFAN
post Mar 19 2015, 09:11 PM

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QUOTE(danmooncake @ Mar 19 2015, 08:51 PM)
King Dollar reign supreme.. Euro dying, Ringgit also the same.
Profits taken, now bears can come back in and play a little.  brows.gif
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my frustration was i wasn't awake all night to catch anything when the rm was like 3.66-3.67.

thought i can still do it tonight.... but no... the screen now showing 3.7065. mad.gif
AVFAN
post Mar 20 2015, 12:16 AM

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boring session.

but half of my watchlist are green.

so, can go to bed now. biggrin.gif

AVFAN
post Mar 20 2015, 05:38 PM

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QUOTE(yok70 @ Mar 19 2015, 10:19 PM)
“patient".  tongue.gif

wait 3.50-3.55  brows.gif
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3.7305, how to buy?
AVFAN
post Mar 20 2015, 07:03 PM

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QUOTE(yok70 @ Mar 20 2015, 06:33 PM)
oversold, time to rebound.....my wish only.  tongue.gif

watch Fitch for near term movement i guess.  biggrin.gif
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u r not the only one wishing...

keep eyes n ears wide open! biggrin.gif
AVFAN
post Mar 20 2015, 11:44 PM

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all so quiet?

bull!

spy approaching all time high again, nice. biggrin.gif
AVFAN
post Mar 21 2015, 12:06 AM

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QUOTE(yok70 @ Mar 20 2015, 11:54 PM)
bull no show for me now. i want bear.  laugh.gif
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rm so weak, bull or bear, i won't buy.

so, better bull than bear.

at least see some paper profit! laugh.gif
AVFAN
post Mar 21 2015, 10:17 AM

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QUOTE(yok70 @ Mar 21 2015, 04:30 AM)
wah! I VERY LIKE!! Look fruit huge volume sold down before market closed. COOL!!  drool.gif
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possibly some large options at work. after hrs, regained some lost ground, i believe.

if bear-bear-bear... say 120, sure will add. brows.gif


but... if 3.90-4.00, still buy or not? hmm.gif
http://www.thestar.com.my/Business/Busines...seen/?style=biz
http://www.malaysia-chronicle.com/index.ph...3#ixzz3UsJTArSx

This post has been edited by AVFAN: Mar 21 2015, 10:20 AM
AVFAN
post Mar 23 2015, 09:38 AM

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weak rm.... first, it was oil price. then it was a strong usd.

now maybe more to do with imdb's continued non-transparency saga and fitch warning on downgrade/unregulated debts.

dun forget there is gst looming: if it cools domestic consumption, bnm may be forced to cut rates which will give the rm a knock as well. then there is 50% sovereign bonds held by foreigners. lastly, keep in mind msia consistently rank in world top 5 for illicit outflows.

many reports r now saying they r expecting all emerging markets currencies to go down further, matter of how much more. turkish lira another 10%, brazil another 5% - so these reports predict.

here, we just have to watch what the unshakables-in-power do. too many "f"s in the report card. laugh.gif

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