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View Poll Results: Which company?
Amazon 45 30.41%
Apple 32 21.62%
Facebook 12 8.11%
Google 59 39.86%
Voters: 148. You may not vote on this poll

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  #261  
Old 25.11.2016, 17:26
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Re: Stock investment poll

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After yesterday's trade there's a glimpse of hope that FB will be getting up to speed again. Financial analysis looks good and they are creating more jobs. What's your prediction for final stock's price to be reached in the future?
I think the recent falls to the 114 level is a reasonable buying opportunity.

Long term, I think the prospects for FB are good in the long term, but they face a growth valley between when the easy ad load growth ends (which they have been using to manage their results steadily the last few quarters) and when new revenues go online.

Barring any spectacular announcements in the interim, I'd expect the share price to fall to double digits sometime by mid 2017 and grow again once the broader markets recognise the additional potential growth opportunities.
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  #262  
Old 25.11.2016, 17:32
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Re: Stock investment poll

Also, DPZ shares are still storming away.
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  #263  
Old 25.11.2016, 17:45
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Re: Stock investment poll

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I agree with this. Although this should typically happen after they've actually reduced it. Any hit to that perception will likely cause this build up to come tumbling down. So if going in at this rate, one should keep an ear to the ground for anything that challenges that perception.

I'm also pretty sure it will happen, short of some unexpected shenanigans.
Stock prices are based on 18 months forward thinking, not what is happening today or yesterday.
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  #264  
Old 25.11.2016, 21:21
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Re: Stock investment poll

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I think the recent falls to the 114 level is a reasonable buying opportunity.

Long term, I think the prospects for FB are good in the long term, but they face a growth valley between when the easy ad load growth ends (which they have been using to manage their results steadily the last few quarters) and when new revenues go online.

Barring any spectacular announcements in the interim, I'd expect the share price to fall to double digits sometime by mid 2017 and grow again once the broader markets recognise the additional potential growth opportunities.
Well, I took that opportunity only at $116 something a share ... only after "rude awakening" and warming up to the stock a tad too late. All this after long discussions with hardline anti-FB-buying antagonists.

At the moment all indicators look good for the stock and let's hope for the best. Someone may always pull a trigger on the stock and make it plunge into demise like no ones business

Last edited by jacek; 25.11.2016 at 21:33.
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  #265  
Old 26.11.2016, 13:35
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Re: Stock investment poll

What would be the best option to invest in whole S&P500 index for risk averse or rather to pose a question of which fund reflecting it e.g. like VANGUARD SP500 ETF listed in SWISSQUOTE? However there are other 52 various product options if you run a search on it (S&P500). Would you go always for SIX?
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  #266  
Old 26.11.2016, 13:48
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Re: Stock investment poll

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What would be the best option to invest in whole S&P500 index for risk averse or rather to pose a question of which fund reflecting it e.g. like VANGUARD SP500 ETF listed in SWISSQUOTE? However there are other 52 various product options if you run a search on it (S&P500). Would you go always for SIX?
Choose the one with the lowest annual fees, probably a Vanguard fund, you should pay in the region of 0.07% .
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  #267  
Old 26.11.2016, 15:18
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Re: Stock investment poll

Yes, Vanguard is usually your go-to choice. You probably want to prefer physical replication (the other type is synthetic replication).

You may want to be aware that you're assuming two main risks, one being the underlying stocks' prices of course and the other being currency risk (USD/CHF in this case). Your stocks may do well but if the USD falls vs CHF you may still end up losing. Typically, ETF and fund names that contain "quanto" are currency-hedged, meaning currency risk is removed - but that's no hard-cut rule, always check the prospectus. Hedging comes at a cost so if you buy for the very long term your best bet may be to ignore currency fluctuations.
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  #268  
Old 26.11.2016, 17:04
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Re: Stock investment poll

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Yes, Vanguard is usually your go-to choice. You probably want to prefer physical replication (the other type is synthetic replication).

You may want to be aware that you're assuming two main risks, one being the underlying stocks' prices of course and the other being currency risk (USD/CHF in this case). Your stocks may do well but if the USD falls vs CHF you may still end up losing. Typically, ETF and fund names that contain "quanto" are currency-hedged, meaning currency risk is removed - but that's no hard-cut rule, always check the prospectus. Hedging comes at a cost so if you buy for the very long term your best bet may be to ignore currency fluctuations.
Hedging currency risk actually increases your risk over time as the earnings of the S&P 500 is not based on pure USD income, If all the companies in the index hedged their foreign income you would have a point..... thing is they don't.

It's rather like investing in Nestle, only 2% of profits come from CHF sales in CH, the Indian Rupee has a greater influence on profits than the CHF, but would you hedge the Rupee?

If the USD falls, profits in USD will be higher & the share prices will be higher, If the USD rises profits will be less.
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  #269  
Old 26.11.2016, 19:31
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Re: Stock investment poll

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Hedging currency risk actually increases your risk over time as the earnings of the S&P 500 is not based on pure USD income, If all the companies in the index hedged their foreign income you would have a point..... thing is they don't.

It's rather like investing in Nestle, only 2% of profits come from CHF sales in CH, the Indian Rupee has a greater influence on profits than the CHF, but would you hedge the Rupee?

If the USD falls, profits in USD will be higher & the share prices will be higher, If the USD rises profits will be less.
I'm looking forward to see your references.
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  #270  
Old 26.12.2016, 13:39
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Re: Stock investment poll

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Well, I took that opportunity only at $116 something a share ... only after "rude awakening" and warming up to the stock a tad too late. All this after long discussions with hardline anti-FB-buying antagonists.

At the moment all indicators look good for the stock and let's hope for the best. Someone may always pull a trigger on the stock and make it plunge into demise like no ones business
good luck! i can imagine FB having great results next quarter due to the Xmas factor which could give a boost to the share price.

i'm looking to buy back in at around $80 mid-2017.
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  #271  
Old 26.12.2016, 13:44
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Re: Stock investment poll

I see FB a bit like the X-Factor i.e had its day and the best years behind them.
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  #272  
Old 26.12.2016, 13:57
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Re: Stock investment poll

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I see FB a bit like the X-Factor i.e had its day and the best years behind them.
Let's see. I think the best times are still ahead, but also some bad times first.
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  #273  
Old 26.12.2016, 16:07
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Re: Stock investment poll

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good luck! i can imagine FB having great results next quarter due to the Xmas factor which could give a boost to the share price.

i'm looking to buy back in at around $80 mid-2017.
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I see FB a bit like the X-Factor i.e had its day and the best years behind them.
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Let's see. I think the best times are still ahead, but also some bad times first.
My investing philosophy, if you haven't sold it you ain't lost nothing yet.

My feeling is that it will stay around $116-117 range for a while and then start shooting up again.

More important is that the markets will experience a huge looming crash about which Warren Buffet and co. are warning since 2016. Mind it, sometimes they are right

http://thesovereigninvestor.com/excl...trike-in-2016/
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  #274  
Old 21.02.2017, 16:08
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Re: Stock investment poll

So after a bit of a dip near the end of the year, stocks have reached all time highs even with Trump, Brexit, Europroblems all in the background.

It all seems worryingly optimistic but here we are.

Currently holding:

Google
Imperial Tobacco
Walmart
FeverTree
BP

Which has done OK in the YTD, but is trailing by far my benchmark MCR_fund (>12%) mainly due to the strong performance of Amazon and FB.
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  #275  
Old 25.02.2017, 15:32
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Re: Stock investment poll

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So after a bit of a dip near the end of the year, stocks have reached all time highs even with Trump, Brexit, Europroblems all in the background.

It all seems worryingly optimistic but here we are.

Currently holding:

Google
Imperial Tobacco
Walmart
FeverTree
BP

Which has done OK in the YTD, but is trailing by far my benchmark MCR_fund (>12%) mainly due to the strong performance of Amazon and FB.
I would still stick to FB, which BTW doesn't seem to reach $85 per share anytime soon, as suggested.

The US market looks very healthy at the momnemt. As WB has commented lately:

WARREN BUFFETT: The stock market is 'virtually certain' to be worth far more
http://finance.yahoo.com/news/warren...132637588.html

My NASDAQ blue chip picks:

ADI
MCHP
FB
GPRO

Medical NASDAQ picks:

SNOA

Local SIX industrial pick:
ABB

Thinking of medical comps:

MDT
JNJ
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  #276  
Old 25.02.2017, 15:37
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Re: Stock investment poll

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I would still stick to FB, which BTW doesn't seem to reach $85 per share anytime soon, as suggested.
I would expect any slow down to manifest in the next 2 quarters of reporting. That said, they seem to be rolling out new inventory quite quickly, so we'll see if I made the classic mistake of trying to 'time' the stock.
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  #277  
Old 25.02.2017, 15:42
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Re: Stock investment poll

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I would expect any slow down to manifest in the next 2 quarters of reporting. That said, they seem to be rolling out new inventory quite quickly, so we'll see if I made the classic mistake of trying to 'time' the stock.
I made a classic mistake of not buying MDT for $75 two weeks ago and now it's going up.
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  #278  
Old 25.02.2017, 15:44
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Re: Stock investment poll

US stocks seem a bit exuberant with Trump while they have yet to deliver tax cuts. Seems to be due for a correction.
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  #279  
Old 25.02.2017, 16:14
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Re: Stock investment poll

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US stocks seem a bit exuberant with Trump while they have yet to deliver tax cuts. Seems to be due for a correction.
I think a correction is very likely and have started moving a lot of my 401k into the safest fund the plan has to offer.
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  #280  
Old 25.02.2017, 19:46
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Re: Stock investment poll

My last tip for Vertu Motors (LSE: VTU) did pretty well and there's a biotec share Motif Bio (LSE: MTFB) that's bringing a new Medicine Iclaprim that's on stage 3 seems like a good bet.

Disclosure, I own shares on both of those companies.
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