Driftr
Senior Member
Joined: Mar 10, 2011 13:08:15 GMT -5
Posts: 3,478
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Post by Driftr on Mar 10, 2011 16:29:23 GMT -5
Come on you wanker. Buy the DIP! Or else.  |
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Post by frankq on Mar 10, 2011 16:31:00 GMT -5
Come on you wanker. Buy the DIP! Or else. LOL! I plan to. I'm just thinking that the dip will go a little further! |
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Post by frankq on Mar 10, 2011 16:31:40 GMT -5
Hey Driftr,
Nice to have you back! Have some K!
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Driftr
Senior Member
Joined: Mar 10, 2011 13:08:15 GMT -5
Posts: 3,478
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Post by Driftr on Mar 10, 2011 16:32:32 GMT -5
Thanks man. Do you know how I'd set someone to ignore?
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Post by frankq on Mar 10, 2011 16:43:09 GMT -5
I think you have to click on that person's profile and then you can select the ignore function. Anybody I know?
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Post by frankq on Mar 12, 2011 8:48:22 GMT -5
So, if we pulled some money off of the table prior to all of this stuff, we're in pretty decent shape to redeploy. The question is, where? Lots of stuff happening in Japan. Next weeks' oil and gasoline trading should be enlightening. Any thoughts on what should be on our stock shopping list guys?
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Post by frankq on Mar 12, 2011 10:38:34 GMT -5
I can't argue with those picks. I would be willing to bet that with the nuclear issues unfolding in Japan, issuing any new nuke permits here just got slapped back quite a few years. I'm thinking about nat. gas operations.
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tyfighter3
Well-Known Member
Joined: Dec 20, 2010 13:01:17 GMT -5
Posts: 1,806
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Post by tyfighter3 on Mar 12, 2011 19:20:07 GMT -5
NG will be very good for any new Power Plants, burns pretty clean. US Oil stocks will be good since most of them bounced off their trend lines Friday. WLL, NOG, BEXP, CLR or a few US oil picks that should do well even if oil went down into the 70's, still would be growing around 40% for the year but if oil stays around 90, I think you can figure that one out for yourself. JMO
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Post by frankq on Mar 15, 2011 14:01:55 GMT -5
Hey ty. I bought some CHKM. I still have a gob of cash to put to work after pulling 55% out of mutual funds. The bulk of it will probably go to mid-caps when the dust settles.
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Driftr
Senior Member
Joined: Mar 10, 2011 13:08:15 GMT -5
Posts: 3,478
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Post by Driftr on Mar 15, 2011 14:12:53 GMT -5
I think you have to click on that person's profile and then you can select the ignore function. Anybody I know? Was trying to set Decoy to ignore. Couldn't get it to work. That's ok though. It looks like he's trying to stay in 'his' threads so I'm gonna try and let bye-gones be bye-gones. Is that how you spell bye-gone? Seems odd. Be careful what you wish for w/Mid. Think of what you gained when you lost him.  Good luck with the NG. |
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Post by frankq on Mar 15, 2011 14:30:52 GMT -5
Thanks Driftr!
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tyfighter3
Well-Known Member
Joined: Dec 20, 2010 13:01:17 GMT -5
Posts: 1,806
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Post by tyfighter3 on Mar 15, 2011 23:21:23 GMT -5
Frankq, I like CHK better than CHKM because of the price appreciation but the 6% yield on CHKM is nice to. It depends on your Risk you want to take.
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Post by frankq on Apr 2, 2011 10:39:07 GMT -5
Ok. New week. More news. As previously stated, my Yellow Alert light goes on when oil hits $105. We're now at $107+. I'm also seeing gasoline at $3.89 and diesel higher than that. Obviously, demand hasn't been the issue and speculation is ramped up, but the summer driving season is fast upon us and that won't help prices. Fuel costs will hurt margins across the board. QE2 is fast coming to an end. Caught a nice bump off of the last dip with some good timing both out and back in. I'm still all in, but I've employed stops across the board. My Spydee sense tells me to tread lightly at this level.......
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verrip1
Senior Member
Joined: Dec 20, 2010 13:41:19 GMT -5
Posts: 2,992
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Post by verrip1 on Apr 2, 2011 14:10:55 GMT -5
Yeah, I know what you're saying. Though there are 'reasons' why, there's still a glass ceiling to this cyclical bull. I've still got some cash on the table, mostly from sales of underperformers (some large cap tech) and sale of SLV which, like Icarus, will find that it's not good to fly too close to the sun (shhhh, don't tell Deke). I've filled the void a little with uranium and natural gas.
I'd love to have the glass ceiling broken, but I'd rather wait until it happens than try to bet on a possibility. The rather wild abandon type of investing I did in my 40s and 50s don't cut it while now in retirement. I'll go with the efficient frontier and some good beta along with my Alpha Bits; waiting to see what the market will bring rather than betting on it.
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Aman A.K.A. Ahamburger
Senior Associate
Viva La Revolucion!
Joined: Dec 20, 2010 22:22:04 GMT -5
Posts: 12,758
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Post by Aman A.K.A. Ahamburger on Apr 2, 2011 16:24:18 GMT -5
That is great advice V! That is exactly what a large fund(50B) from Calgary that had a manager at a meeting I was at recently was saying their strategy is. It has work for 40 years for the lead guy there, he is in his 70's. I like to say, better to miss out on a little gain than gain a whole bunch of loss.
It's all about the capital reserves!
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Post by maui1 on Apr 5, 2011 12:34:09 GMT -5
sorry guys........bored a little, so i decided to read a little........
this thread reminds me of when a bunch of guys in high school would get together in the school rest room, to smoke a little and tell lies about the girls they knew.
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Post by frankq on Apr 5, 2011 15:37:38 GMT -5
sorry guys........bored a little, so i decided to read a little........ this thread reminds me of when a bunch of guys in high school would get together in the school rest room, to smoke a little and tell lies about the girls they knew. If we knew that you liked girls, we would have started sooner...... |
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usaone
Senior Member
Joined: Dec 21, 2010 9:10:23 GMT -5
Posts: 3,429
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Post by usaone on Apr 5, 2011 15:53:58 GMT -5
sorry guys........bored a little, so i decided to read a little........ this thread reminds me of when a bunch of guys in high school would get together in the school rest room, to smoke a little and tell lies about the girls they knew. So we are lying about our investments? |
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Post by frankq on Apr 5, 2011 17:15:44 GMT -5
Nobody wants to talk to him about the fiat dollar since that horse has been beaten to dust, so he's here now.
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Driftr
Senior Member
Joined: Mar 10, 2011 13:08:15 GMT -5
Posts: 3,478
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Post by Driftr on Apr 5, 2011 17:22:22 GMT -5
Nobody wants to talk to him about the fiat dollar since that horse has been beaten to dust, so he's here now. Actually I've given up speaking directly with him because all he ever does is ask questions. Doesn't answer them. I've seen it before and life's too short to go down that road again. |
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Post by itstippy on Apr 5, 2011 18:58:22 GMT -5
Congress has got to set aside their partisan differences, get to serious work, and pass a 2-month emergency stopgap funding bill ASAP! This uncertainty isn't good for the markets.
Then they need to roll up their sleeves, tackle the Nation's business, make the hard decisions, and raise the debt ceiling enough to get us through the November elections.
Perhaps Obama's stern rebuke earlier today will goad them into action?
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usaone
Senior Member
Joined: Dec 21, 2010 9:10:23 GMT -5
Posts: 3,429
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Post by usaone on Apr 5, 2011 19:24:57 GMT -5
It will get done. More political theater.
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Post by itstippy on Apr 5, 2011 19:50:24 GMT -5
Congress needs to focus, gather their energy, and PUNT LIKE REGGIE ROBY! Maybe pass a 10-week emergency stopgap funding bill, then raise the debt limit enough to see us to 2012. Now THAT would be some hardcore action out of DC!
Cripes, where the Hell is Dick Cheney when you need him? And Hank Paulson? Who's gonna rally the troops? We got Biden & Geithner.
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