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Post your best investment ideas for 2012

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  • zrlevinzrlevin Posts: 734 ✭✭✭
    I'm looking long term, so everything was just on sale for me.

    I took the money I made selling half my HGSI when it doubled last week and put it into GSK.
    Zach
  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
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  • OPAOPA Posts: 17,124 ✭✭✭✭✭
    Thanks... as the song goes for the "basement dwellers"...."Our day will come
    If we just wait a while. No tears for us" image
    "Bongo drive 1984 Lincoln that looks like old coin dug from ground."
  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    Having been to the party in the penthouse, maybe just back down in the basement for some more booze. Long climb to the top, glad to have a few months to try to make the journey up again.

    Volatility: Trader's dream, buy-and-holders' nightmare!

    Liberty: Parent of Science & Industry

  • jmski52jmski52 Posts: 22,902 ✭✭✭✭✭
    There's a penthouse in this place? To paraphrase what John Lennon once said, "Everybody just sing along. You in the expensive seats - can just rattle your jewelry."image
    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • TWQGTWQG Posts: 3,145 ✭✭
    All out GPRO @ 81.57image
  • Dang nearly had a heart attack.
    Im positive, but last. Whew that was close.
  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    Sorry, folks, no update this weekend. And the way the futures look, this coming week may be a little ugly.
  • mikliamiklia Posts: 1,295 ✭✭✭
    no problem wings - i dunno if anyone wants to see these charts right now anyways. post again when we're all +20%! much more fun.

    and btw - YTD:

    AGQ: 5.9% up
    SLV 5.3% up
  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    Sunday March 18, 2012 7:56 AM

    A market crash later in the year would scramble these all up, of course, and maybe we'll see a nice correction somewhere along the way to see how different asset classes perform


    Well, we expected it, and we're getting it! No one thought it would be this soon, or this much, but as cohodk has said, the best cure for high prices is... high prices!

    Hang in there

    Liberty: Parent of Science & Industry

  • bluelobsterbluelobster Posts: 1,220 ✭✭✭


    << <i>no problem wings - i dunno if anyone wants to see these charts right now anyways. post again when we're all +20%! much more fun.

    and btw - YTD:

    AGQ: 5.9% up
    SLV 5.3% up >>




    Leveraged ETFs are a sure bet to lose money against their index overtime. In the long run, many triple leveraged ETFs will have to do reverse spits just to stay listed. The degenerative decay, is only one problem they have. If I had unlimited funds I would short every triple or more ETF I could find, long and short. The main problem with the strategy is that they can have out-sized moves in the short run that would need large infusions of cash to cover margin requirements, but if you having the other side(long/short) the same index you would be able to offset these big moves to a degree. In the long run, I have no doubt this strategy would produce very nice returns. Any one have a few hundred million dollars?


    Of course the average "investor" has no idea how to use these things, which are designed for day trading and hedging and lose their arse when dealing with these things, so eventually I would expect new regs to be placed on them within a few years.
  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    Sorry, folks, no update this weekend. And the way the futures look, this coming week may be a little ugly.

    Understandable.

    I've noticed an interesting little phenomenon, in my emotions toward investments, upon reflection in hindsight:

    Those periods in the market when I'm frequently hitting "refresh" to see how much money I'm making in my portfilio, and daydreaming about even bigger numbers:
    I should be selling some portion of the big movers

    Those periods when I'm dejected, depressed, disgusted and don't want to log on to the computer, and don't even bother opening mailed statements:
    I should be adding to positions of securities that I like still like fundamentally

    I'm trying to do more of the above, as difficult as it is. I sold some stocks and metals in Feb and March, and bought a few big (for me) numismatic coins I had always wanted, did some home improvements, and added to cash reserves

    In April and May, buying back some of the very same stocks and PMs at discounted prices, hoping to rinse and repeat one more time this year.

    Liberty: Parent of Science & Industry

  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    The average portfolio lost 6+% over the last two weeks. I added a new column showing the number of spots a portfolio moved since the last printing.

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  • DrBusterDrBuster Posts: 5,409 ✭✭✭✭✭
    Woot! First time in the pole position!
  • HalfStrikeHalfStrike Posts: 2,202 ✭✭✭
    I feel like the Jefferson's too, movin on up.
  • zrlevinzrlevin Posts: 734 ✭✭✭
    I beg you not to post an update this weekend. Please? image
    Zach
  • jmski52jmski52 Posts: 22,902 ✭✭✭✭✭
    Lots of blood in the streets. I ain't as good as I once was.................image
    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • derrybderryb Posts: 36,948 ✭✭✭✭✭
    I'm sticking with my silver pick (AGQ), everything going according to plan for a Dec. 31 finish. Rapid decline in euroland is expediting my expected temporary drop in metals and forcing my expected QE3 announcement. Should work out to a good year-end silver high.

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    For the purposes of this thread, we're all forced to stick with our picks (this is distinct from our "real" portfolios, in which we trade these swings to our advantage, maybe)
    I agree wholeheartedly that the picture for Dec 31, 2012 is wide open, and I remain full of hope (and have a reasonable expectation) that we'll all be well into positive territory by that time.
    Best of Luck to All

    Liberty: Parent of Science & Industry

  • DrBusterDrBuster Posts: 5,409 ✭✭✭✭✭
    My picks were based off long-term holds, so hopefully there's no event that drops my 2 down other than normal fluctuations. Would like a little more uptick though, but if 20%+ gain for a year holds...well that's ok by me.
  • derrybderryb Posts: 36,948 ✭✭✭✭✭


    << <i>For the purposes of this thread, we're all forced to stick with our picks (this is distinct from our "real" portfolios, in which we trade these swings to our advantage, maybe)
    I agree wholeheartedly that the picture for Dec 31, 2012 is wide open, and I remain full of hope (and have a reasonable expectation) that we'll all be well into positive territory by that time.
    Best of Luck to All >>


    Let me rephrase: I continue to have faith in my sliver pick (AGQ). . .


    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    This week's top three (up) movers all LOST money in their hypothetical portfolio, yet picked up 5-6 spots because everybody else did much worse.image

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  • derrybderryb Posts: 36,948 ✭✭✭✭✭
    Baley and I need graphs/charts.

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    Baley and I need graphs/charts.

    Maybe next year.image
  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    >>Baley and I need graphs/charts.

    Maybe next year. <<

    chart/graph would be much easier if everyone picked just one Yahoo tracked security

    Example Chart/Graph comparing relative performance over time

    Liberty: Parent of Science & Industry

  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    image

    image
  • DrBusterDrBuster Posts: 5,409 ✭✭✭✭✭
    At least half haven't 'lost' anything yet, so that's good.
  • OPAOPA Posts: 17,124 ✭✭✭✭✭
    The Dart throwers got me whupped by a considerable margins ....
    "Bongo drive 1984 Lincoln that looks like old coin dug from ground."
  • cohodkcohodk Posts: 19,188 ✭✭✭✭✭
    I'll be OK if CMG gets cut in 1/2 by year end.
    Excuses are tools of the ignorant

    Knowledge is the enemy of fear

  • joefrojoefro Posts: 1,872 ✭✭
    African oilers have been KILLING it this year. Look at the charts for companies like Africa Oil (AOI), Horn Petroleum (HRN) and Simba Energy (SMB). Retracing a bit in the last couple weeks, but even with that Africa Oil is up 562% on the YTD! These exploratory companies are not for the faint at heart though!
    Lincoln Cent & Libertad Collector
  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    The top position movers didn't necessarily make a lot this week, they just didn't lose as much!

    Special recognition to TwinTurbo who achieved a whopping 7X increase on his balance!!!image

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  • DrBusterDrBuster Posts: 5,409 ✭✭✭✭✭
    Way to go turbo, back in the mix a bit!
  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    if the guy that was up 60% is now negative, it's not impossible that the guy down 60% could end up on top in December
    High betas mean high risk but can also bring high reward. Similarly, some entrants will probably spend the whole year and finish between up 2% and down 2%.
    the interesting spectrum of choices is educational

    Liberty: Parent of Science & Industry

  • derrybderryb Posts: 36,948 ✭✭✭✭✭
    six months away from any number that counts.

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • jmski52jmski52 Posts: 22,902 ✭✭✭✭✭
    I've decided to hang up my dartboard and get started.
    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • tneigtneig Posts: 1,505 ✭✭✭
    All I can think of is to watch my mutual funds sink, and buy more PMs with the stock I took out at the top of the dow.image

    I stuffed my SDB as full as it can go, as it was even tight to squeeze into the slot. They looked at me funny by the way I was carrying it. hah!

    Experimenting and learning about the hiding thing. Maybe I'll sell shares of my treasure map.

    I'll lend money to 'friends' at 10%. Used to be a terminal thing to do - now less risky and more return then a bank or investments. (ps: alternately, Lending money to family is called giving it away...)
    I could go back to stealing. Oh, wait, that's called 'goverment' now...
    I could go back to selling a lot of drugs for hugh profits. Oh, wait, that's called the medical/insurance industry now...
    I could borrow money from the mob at 25%. Oh, wait, that's called Visa or American Express now...

    Borrow money from Romney.. Yeah! buy my vote. (If Ron calls, tell him I'll do it for one gold buffalo..)
    COA
  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    image

    image
  • OPAOPA Posts: 17,124 ✭✭✭✭✭
    Thanks.
    "Bongo drive 1984 Lincoln that looks like old coin dug from ground."
  • DrBusterDrBuster Posts: 5,409 ✭✭✭✭✭
    Yes, thanks for the upkeep!
  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    Long road back to the top image

    maybe took a step or two up this week

    Liberty: Parent of Science & Industry

  • OPAOPA Posts: 17,124 ✭✭✭✭✭


    << <i>Long road back to the top image

    maybe took a step or two up this week >>



    Our time will comeimage
    "Bongo drive 1984 Lincoln that looks like old coin dug from ground."
  • derrybderryb Posts: 36,948 ✭✭✭✭✭
    I want the bottom, before I hit the top again

    The government is incapable of ever managing the economy. That is why communism collapsed. It is now socialism’s turn - Martin Armstrong

  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    derryb - MJ is ahead of you by $0.11.

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  • streeterstreeter Posts: 4,312 ✭✭✭✭✭
    I can't even begin to show my elation that for one week in my life I'm smarter than a dartimage

    WHEW. Finally.
    Have a nice day
  • mikliamiklia Posts: 1,295 ✭✭✭
    I'll take this opportunity to give myself a special pat on the back for picking AMYZF. It's down a mere 86% from just a couple of months ago. I need to invest in darts instead.
  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    And the downdraft continues...

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  • DrBusterDrBuster Posts: 5,409 ✭✭✭✭✭
    Damn, thought i had a pop even at least. All good
  • jmski52jmski52 Posts: 22,902 ✭✭✭✭✭
    I've been surpassed by wood, milk and forever stamps. Donch'a know? Time to pack up the guns, ammo, water purification equipment, dried food and head for the mountains.image
    Q: Are You Printing Money? Bernanke: Not Literally

    I knew it would happen.
  • BaleyBaley Posts: 22,661 ✭✭✭✭✭
    ... and a random dart picked the single best performer (so far) of the lot, TRIP up 78%
    Crazy times, but not yet halfway over

    Liberty: Parent of Science & Industry

  • WingsruleWingsrule Posts: 3,015 ✭✭✭✭
    350!

    Here are the results for the first half of the year. Let the analysis begin...

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