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Post by TaterWanger on Mar 27, 2017 10:15:31 GMT -6
We shood keep all our financial discussion here so we dont muck up the front page wif countless posts about individual investment ideas, current market sitreps or trends, and hawt stock takes.
I rebalanced my overall portfolio a couple weeks back as I fink its pretty clear the market is due for a double digit correction in the next 12 months and a more significant downturn isnt out of the question. That said there are a couple of sectors that I fink presnt outstanding opportunities. Specifically there are a couple of options in the technology sector that are quite affordable from a PE standpoint, are realtively cheap to get into, and offer considerable upside given that today household items as mundane as coffee makers contain computer processors.
My primary strategy consists of using capital generated from profits taken from the previous 8 year bull market to cover speculation in the options market. Specifically I am going to sell out of the money put options contracts in a few key companies in the previously identified technology sector in the hopes that their shares fall in value in an overall declining market despite their individual financials and business fundamentals. If I am correct I will be able to slighlt lower my cost per share and if I am wrong I will be able to generate some income during the upcoming market uncertainty. I should also point out I will be purchasing positions in most, if not all, of these companies at market price (in some cases I already have).
Any thoughts regarding my general strategy or analysis?
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Post by GhostMod 5000 on Mar 27, 2017 10:18:47 GMT -6
My thoughts  |
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Post by TaterWanger on Mar 27, 2017 10:44:58 GMT -6
My thoughts Im with you in that the ultility and energy sectors scare me a bit. On one hand u have a very energy friendly administration in the WH. On the the other no one seems to have a handle on international factors and how long oil is going to sit around $50 a barrel. I think there are a few speculative opportunities in solar, but you would have to understand that even with extensive research it poses significant risk. |
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Post by Presidential Immunity Cock on Mar 27, 2017 11:19:05 GMT -6
Imma buy gold. It's the only recession proff investment vehicle out there. I know that because I was warned whilst watching Faux News commercials.
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Post by egadsto on Mar 27, 2017 11:54:37 GMT -6
We shood keep all our financial discussion here so we dont muck up the front page wif countless posts about individual investment ideas, current market sitreps or trends, and hawt stock takes. I rebalanced my overall portfolio a couple weeks back as I fink its pretty clear the market is due for a double digit correction in the next 12 months and a more significant downturn isnt out of the question. That said there are a couple of sectors that I fink presnt outstanding opportunities. Specifically there are a couple of options in the technology sector that are quite affordable from a PE standpoint, are realtively cheap to get into, and offer considerable upside given that today household items as mundane as coffee makers contain computer processors. My primary strategy consists of using capital generated from profits taken from the previous 8 year bull market to cover speculation in the options market. Specifically I am going to sell out of the money put options contracts in a few key companies in the previously identified technology sector in the hopes that their shares fall in value in an overall declining market despite their individual financials and business fundamentals. If I am correct I will be able to slighlt lower my cost per share and if I am wrong I will be able to generate some income during the upcoming market uncertainty. I should also point out I will be purchasing positions in most, if not all, of these companies at market price (in some cases I already have). Any thoughts regarding my general strategy or analysis? |
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Post by The Resistance on Mar 27, 2017 14:35:21 GMT -6
Let's Make Duff Great Again
Follow your Presidents lead. Real Estate Duff.
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Post by Ginger on Mar 27, 2017 14:43:12 GMT -6
Sour.dough.starter.
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Post by NotMyKid on Mar 27, 2017 15:11:19 GMT -6
Imma buy gold. It's the only recession proff investment vehicle out there. I know that because I was warned whilst watching Faux News commercials.  |
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Post by egadsto on Mar 27, 2017 15:12:49 GMT -6
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Post by The Resistance on Mar 27, 2017 15:29:21 GMT -6
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Post by Stan's Field on Mar 27, 2017 15:44:40 GMT -6
I'm investing in Northrop, General Electric, Pratt and Whitney, Honeywell, General Dynamics, Lockheed Martin, and Stolichnaya.
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Post by The Resistance on Mar 27, 2017 16:05:39 GMT -6
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Post by TaterWanger on Mar 27, 2017 16:28:14 GMT -6
Let's Make Duff Great Again Follow your Presidents lead. Real Estate Duff. Ive got a small stake in a REIT. It hasnt moved much in the last year or so but the yield is pretty solid. If you decide to go that route make sure to stay away from those specializing in retail locations. Have u taken a trip thru your local mall lately? |
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Post by Presidential Immunity Cock on Mar 27, 2017 16:33:18 GMT -6
I'm investing in Northrop, General Electric, Pratt and Whitney, Honeywell, General Dynamics, Lockheed Martin, and Stolichnaya. And Kushner real estate. |
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Post by Ginger on Mar 27, 2017 16:56:32 GMT -6
I was going to ask you about that. They are good. |
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Post by Ginger on Mar 27, 2017 16:57:28 GMT -6
I like to invest a couple bucks on Wednesdays and Saturdays.
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Post by Presidential Immunity Cock on Mar 27, 2017 17:17:35 GMT -6
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Post by Stan's Field on Mar 27, 2017 21:28:11 GMT -6
Can I invest in Russia's state owned natural gas?
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Post by Stan's Field on Mar 27, 2017 21:29:29 GMT -6
Honestly, just look at throwing money into anything that trump decides doesn't need regulating..
What's the worst could happen?
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Post by TaterWanger on Mar 28, 2017 6:24:29 GMT -6
Honestly, just look at throwing money into anything that trump decides doesn't need regulating.. What's the worst could happen? I think this was OK4P's strategy when he went long in AIG back in the day. |
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Post by Stan's Field on Mar 28, 2017 7:46:24 GMT -6
Is the FBI publicly traded?
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Post by GhostMod 5000 on Mar 28, 2017 8:20:37 GMT -6
Is the FBI publicly traded? Couldn't even lock up Hillary. Failed business. |
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Post by The Resistance on Mar 28, 2017 12:41:05 GMT -6
Let's Make Duff Great Again Follow your Presidents lead. Real Estate Duff. Ive got a small stake in a REIT. It hasnt moved much in the last year or so but the yield is pretty solid. If you decide to go that route make sure to stay away from those specializing in retail locations. Have u taken a trip thru your local mall lately? If your going that route look into the Principal Enhance Property Fund. Probably the most solid play in that sector. The best one requires a 5 mil down stroke to get in. You and Ghost could possibly partner on that one. I'll let the Pro's handle commercial property. I'm buying lots and building houses. I need to get them up before Drump tosses Pedro and the boys back over the wall. |
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Post by TaterWanger on Mar 28, 2017 14:45:42 GMT -6
Ive got a small stake in a REIT. It hasnt moved much in the last year or so but the yield is pretty solid. If you decide to go that route make sure to stay away from those specializing in retail locations. Have u taken a trip thru your local mall lately? If your going that route look into the Principal Enhance Property Fund. Probably the most solid play in that sector. The best one requires a 5 mil down stroke to get in. You and Ghost could possibly partner on that one. I'll let the Pro's handle commercial property. I'm buying lots and building houses. I need to get them up before Drump tosses Pedro and the boys back over the wall. There are many publicly traded REITs in the hospitality industry that billy and i could buy for the cost of a twelver of BLL. |
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Post by GhostMod 5000 on Mar 28, 2017 14:48:55 GMT -6
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