Questions asked and answered by SCOTTW83
- Q:
Cramer, Stockpickrs:
I've only been in the market for a year and a half but isn't having a
diversified portfolio supposed to keep you from getting killed?
I have some financials (GS, BAC), some Tech (AAPL), some oil/gas (XTO), a Steel
stock (NUE), Copper & Gold (FCX), Consumer Staples (PEP), Healthcare (MHS)and I
am getting absolutely murdered from the commodity names in my portfolio without
the other stocks coming close to balancing the losses.
Any thoughts on what I'm doing wrong? I'm pretty balanced by % of portfolio from
stock to stock. -
Asked by scottw83 -
23 days ago -
3 answers -
50 views
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A: your betting that with all the tech stock choices that the only one that will ever do good
(and you think will never go down) is AAPL? then why did you pick 2 financials? building a
mutal fund is a slow and sometimes painful experience....it'll take time before you see
the benefits. the one thing you can do is slow down on your quick trigger to buy more on
any ol dip.....your in the investing zone.
i too am enjoying the pain, i am lookng foward to see you in the bahamas in 15 years. more - Post your own answer
- Q:
Cramer, Stockpickrs:
Does anyone take notice that Nucor's dividend yield is now approaching 2.5% and
that is not including the special dividends that they pay for good performance?
I bought some more NUE last Friday afternoon around the closing bell. I can't
believe that the stock should be down over 30% from where it was trading in
June. The company is thriving and can pay its dividend that gives investors a
surprising yield for a steel stock.
Thoughts? -
Asked by scottw83 -
23 days ago -
3 answers -
35 views
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A: I'm a very green investor, but I'm at the same spot. NUE's below 52, so buy more?
Company looks solid, I keep hearing the backlog is good and demand is intact. But the
playbook also says to sell metals and mining when GDP growth is between 2% falling to 1
and the sector rotation does seem to be occuring. So is staying in NUE fighting the
market?
I guess now's the time for me to decide whether I'm a building long-term positions or
not-so-long-term positions. more - Post your own answer
- Q:
Has anyone ever read an upgrade research report that was more downbeat than
Goldman's upgrade of Gamestop from "Sell" to "Neutral". They upgraded it on
valuation and even lowered the price target! That doesn't make a lot of sense to
me and the street seems to agree since the stock is up 8% way past 45.
I've been long Gamestop and will continue to do so; this stock has become a huge
target of short sellers and I think we can see more squeezes like the one we're
seeing today. -
Asked by scottw83 -
2 months ago -
3 answers -
33 views
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A: valuation has to take you off of being negative, but the space is not hot and is just
getting off of its peak. i certainly understand the move and i think it makes a lot of
sense. youre essentially saying it isnt a short anymore, but the price target is going to
be lower than you expected. translation being, they are worse than you expected, but the
street has taken it down even lower, low enough that valuation is attractive. more - Post your own answer
- Q:
I've been doing some work on AAPL regarding the "sell ahead of 3g iPhone
release" strategy that Jim and quite a few others have recommended.
Jim recommended the same strategy before the release of the original iPhone in
late June 2007.
If you look at what happened from June 2007 to the present, you'll find that the
stock closed at $122.04 on June 29, 2007, the date of the iPhone release. From
that point on, the stock has never really gone down much below that level. On
August 17, 2007, the stock closed at $122.06 and after marching to $200, the
stock pulled back to $119.46 on 2/22/08.
My point (and I'd like other people's opinions) is that if you sold before the
1st iPhone's release, the stock never pulled back significantly below that level
and you would have missed the run to 200. If you sell before the 3G release,
when do you get back in? I think Apple is more than an iPhone trading vehicle
since MAC growth is what really drives the company. -
Asked by scottw83 -
2 months ago -
5 answers -
57 views
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A: like last year, unless you are able to capture the whole 18 point drop and get back in,
without losing any of that 18 points ... unnecessary trading. more - Post your own answer
- Q:
I've heard people talk about the historical avg PE of a stock. Does anybody know
where I find that info? -
Asked by scottw83 -
3 months ago -
3 answers -
27 views
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A: Go to morningstar.com . Pull up a quote on your ticker symbol and then click the link for
"Valuation Ratios" on the left side. There will be a tab for 10 years of
historical ratios. more - Post your own answer
- Q:
Jim, Stockpickrs:
I don't understand why Jim said Gamestop sold off because management wasn't
bullish on the conference call. I heard the call and I thought they were quite
bullish. Dick Fontaine said that he's convinced that this video game cycle will
be longer and much more robust than anybody thinks.
They'll be facing a difficult comparison with Q3 same store sales because there
isn't a Halo 3 launch this year, but other than that, things look great.
Did I miss something on the call that was bearish? Maybe I need to re-read the
transcript. -
Asked by scottw83 -
3 months ago -
8 answers -
102 views
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A: kabir is right that he has done a lot of work on this, it is certainly noticeable on his
forum (and he certainly knows what im about to say).
what you missed--as i see it--was not in the transcript but it is cost of revenue
increase, coinciding with an inflationary cycle, and failure to meet the whisper number.
all of which call for a decrease in the multiple.
i dont think summer is ever the time to be overweight consumer discretionary, and rarely
tech, in this case youve got a blend of both. i would take this chance to lighten the
position (or get out is what i would do with my money) and revisit later, especially on
any further price gain. if calls are in your wheelhouse, perhaps participate through
calls. more - Post your own answer
- Q:
I've got a question about Nucor. They priced their secondary offering today at
74, yet the stock is now trading at $71.60. Why would anybody buy the secondary
when they can buy on the open market for significantly cheaper? -
Asked by scottw83 -
3 months ago -
3 answers -
50 views
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A: I also started a third of my position pulling the trigger @71.67. I asked myself the same
question. I decided Tuesday, I was going to get into NUE's secondary. I believe $74
matters if they are issuing senior notes that pay larger dividends. However, unless I'm
mistaken, this is a common public offering. more - Post your own answer
- Q:
What does Cramer have against tech and video game companies? The video game
industry is booming like no other yet he just rips GTA IV and Guitar Hero while
he talks about these boring industrial companies that he's been hyping.
I'll take Activision over these boring "new techs" any day of the week. Did
anybody look at how ATVI just slaughtered analyst estimates without even
releasing a new title this quarter? -
Asked by scottw83 -
3 months ago -
5 answers -
89 views
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A: Tech of old is not of now. Tech of new is of now! Cycles and rotation. Lets know inner
cycles. One that is called inner, but is greater than one average thinking. Tech to
improve and save. That's the tech we need. New innovations, new materials. The
Invisible Hand is @ work!!! more - Post your own answer
- Q:
I've been watching Cramer on thestreet.com videos and on CNBC and he has been
surpassing Gene Munster as the biggest Apple bull all of a sudden (basically b/c
of the iChat).
This comes after he was so negative in January and February and had AAPL in the
sell block, recommending to sell it six ways from Sunday. I've owned Apple from
the low 100s and rode it up to 200 and held onto my position during the downturn
(buying more at $125). I'm curious if anyone owned AAPL in the beginning of the
year and sold near the low. I wonder if anyone was actually able to get out near
the top and back in for the monster run this past month.
I was surprised by how short-term Cramer was being when he went completely
bearish on Apple, he usually claims to focus on a 12-18 month time frame. I
never listened to him when he said to sell because I thought the outlook past
the first couple of months of this year were extremely positive.
By the way, I'd give Cramer a total pass on Google; he listened to the comscore
data and you can't really blame him for that. Apple never really had any
credible research that made it a sell. Any thoughts? -
Asked by scottw83 -
4 months ago -
3 answers -
81 views
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A: I got into apple below 100, When cramer said sell I wanted to buy more. I felt good after
hearing the confrence call last quarter. The reason for the huge sell off was because of
the market enviroment at the time "fear". Iphone will be huge next year. more - Post your own answer
- Q:
Anybody have any idea why Gamestop dropped all of a sudden at 2pm? NPD reported
video game sales were great in March. That's no reason to sell. -
Asked by scottw83 -
4 months ago -
3 answers -
43 views
Bookmark this User - Bookmark this question - Report Abuse - A: probably profit taking...i have several that started pulling back at 1:30 more
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