Stock investment poll - Page 8

Phil_MCR · #**141** 20.10.2013, 00:34

Big moves from google. Now the 4 stocks are:

goog: 1011.41
fb: 54.22
amzn: 328.93
aapl: 508.89

Phil_MCR · #**142** 17.11.2014, 00:18

http://battellemedia.com/archives/20...ollar-base.php

	Quote:
	The first thing to observe is this: The top five Internet companies had a combined market cap of nearly one trillion dollars three years ago, a very large base to be sure. But in those three short years, the group managed to almost double their market cap – to $1.8 trillion. That’s impressive growth, and a testament to how central the markets believe these companies to be in our economy. Also, in terms of relative market cap, the Big Five have stayed pretty constant, with Facebook lapping Amazon, but not reaching the heights of Google, Microsoft, or Apple. It’s interesting to see that the market still values Microsoft above Google, something I imagine might change over the next three years...

Phil_MCR · #**143** 09.09.2015, 13:27

3 year update! Then:

Google: 642.23
FB: 20.72
AMZN: 234.38
AAPL: 619.86

3 years and 2 stock splits later:

goog: 643.88 (1287.76 pre-split)
fb: 89.53
amzn: 517.54
aapl: 112.31 (786.17 pre-split)

giving:

goog: +101%
fb: +332%
amzn: +121%
aapl: +27%

of course, you would have lost some gains with the CHF de-pegging.

moral of the story. you should have just stuck a year's salary into FB and then gone on holiday for 3 years and be in the same financial position today! :P

Phil_MCR · #**144** 05.01.2016, 16:18

In 2016, it seems Apple has been replaced by Netflix:

http://www.ft.com/cms/s/3/80c99264-b...#axzz3wNlkVbG5

fatmanfilms · #**145** 05.01.2016, 16:49

	Quote:	Phil_MCR
	In 2016, it seems Apple has been replaced by Netflix: http://www.ft.com/cms/s/3/80c99264-b...#axzz3wNlkVbG5

I bought Netflix after being tipped by Motley fool about 10 years ago, I increased my holdings 3 times, average buy price was $3.14 (post split). Zugger told me on this forum they were overvalued at $34.28 ($240 pre split), they fell to 60 pre split) & recovered. A very bumpy ride however one of the best investments I ever made. With a PE of 285 years it's no longer for me.
Interestingly Zugger told me in the same post that BIDU was also overvalued. His Major Tip of SOYO has since fallen 50%

Phil_MCR · #**146** 05.01.2016, 17:12

	Quote:	fatmanfilms
	I bought Netflix after being tipped by Motley fool about 10 years ago, I increased my holdings 3 times, average buy price was $3.14 (post split). Zugger told me on this forum they were overvalued at $34.28 ($240 pre split), they fell to 60 pre split) & recovered. A very bumpy ride however one of the best investments I ever made. With a PE of 285 years it's no longer for me. Interestingly Zugger told me in the same post that BIDU was also overvalued. His Major Tip of SOYO has since fallen 50%

I've never looked deeply into Netflix, but am surprised that they are still doing so well given that they are essentially a middle-man in a competitive market where the competitors (including, Apple, Google) have more control over the platform than they do.

fatmanfilms · #**147** 05.01.2016, 17:24

	Quote:	Phil_MCR
	I've never looked deeply into Netflix, but am surprised that they are still doing so well given that they are essentially a middle-man in a competitive market where the competitors (including, Apple, Google) have more control over the platform than they do.

I can't justify the PE, they were first movers which did give an advantage & could be justified unto 100 or so.
I was very surprised that Apple did not bid 3-4 years ago. With Amazon going after them I can't see a profitable ending for either companies.

Phil_MCR · #**148** 02.02.2016, 14:22

Just a quick note if you open a Schwab account there is an offer for 50 free trades:

http://content.schwab.com/m/start_tr...ding_CSUK.html

Not quite as good as the US equivalent offer of 500 free trades, but better than a kick in the teeth.

Phil_MCR · #**149** 28.04.2016, 01:07

	Quote:	Phil_MCR
	3 year update! Then: Google: 642.23 FB: 20.72 AMZN: 234.38 AAPL: 619.86 3 years and 2 stock splits later: goog: 643.88 (1287.76 pre-split) fb: 89.53 amzn: 517.54 aapl: 112.31 (786.17 pre-split) giving: goog: +101% fb: +332% amzn: +121% aapl: +27% of course, you would have lost some gains with the CHF de-pegging. moral of the story. you should have just stuck a year's salary into FB and then gone on holiday for 3 years and be in the same financial position today! :P

so after some exciting quarter releases, i went to see how things look:

Then:

Google: 642.23
FB: 20.72
AMZN: 234.38
AAPL: 619.86

now:

goog: 721.46 (1427 pre-split)
fb: 118
amzn: 606.57
aapl: 97.82

giving:

goog: 222%
fb: 569%
amzn: 259%
aapl: 110%

so you should have actually put a year's salary in FB and gone on holiday for 5 years!

Phil_MCR · #**150** 28.04.2016, 01:32

For those interested, my current shares include:

- Google
- Facebook
- Yum Brands
- McDonalds
- Dominos Pizza
- Chipotle
- Mondolez
- Coca Cola
- Imperial Brands

(yes, I went collecting junk food shares for fun)

I have open buy orders (but haven't reached my price target) on:

- ARM
- Alibaba
- BP
- Heineken
- Nike
- Pepsi
- Restaurant Brands
- Starbucks
- Siemens
- 7 and i
- Tencent

Any share tips/thoughts?

I read through this thread again and was quite entertained by the bearishness on FB given the strong performance

Phil_MCR · #**151** 28.04.2016, 01:39

	Quote:	flavio
	LT, the most relevant question to ask is: Which companies will make you money when QE and budget rebalancing becomes a reality OR when inflation hits us (combinations of both are also possible)?

maybe a question before that is: which companies will survive in those scenarios...

mike_zurich · #**152** 28.04.2016, 08:20

Maybe try Tesla or want more risk try commodities based stocks like Glencore, AngloAmerican

Wallabies · #**153** 28.04.2016, 08:28

The best investments are those that are not mentioned here since the vast majority of people on EF have nfi what they are talking about

Phil_MCR · #**154** 28.04.2016, 09:13

	Quote:	Wallabies
	The best investments are those that are not mentioned here since the vast majority of people on EF have nfi what they are talking about

So we should get more input and then just do the opposite! What's the opposite of Wisdom of the Crowds? Folly of the Masses?

amogles · #**155** 28.04.2016, 10:10

	Quote:	Phil_MCR
	For those interested, my current shares include: - Google - Facebook - Yum Brands - McDonalds - Dominos Pizza - Chipotle - Mondolez - Coca Cola - Imperial Brands (yes, I went collecting junk food shares for fun) I have open buy orders (but haven't reached my price target) on: - ARM - Alibaba - BP - Heineken - Nike - Pepsi - Restaurant Brands - Starbucks - Siemens - 7 and i - Tencent Any share tips/thoughts? I read through this thread again and was quite entertained by the bearishness on FB given the strong performance

Wow, that's quite a list.

The only bit that's common with mine is Siemens. I bought them when they were dirt cheap about three years back. They've yo-yo'd a bit since then but the gains were mostly eaten by the exchange rate. But I was never expecting them to be the big money spinner anyway. The free Osram stocks Siemens handed out were nice though, especially now they've started paying dividends and on my excel sheet I have them down as having been free so they've already passed into positive recovery. I know that's cheating, but who cares.

rainer_d · #**156** 28.04.2016, 12:13

	Quote:	Phil_MCR
	maybe a question before that is: which companies will survive* in those scenarios...*

Quasi- or de-facto state-supported monopolies?
;-)
Alcohol and tobacco are a safe bet in that regard...

Elsewhere I read that when the economy tanks, sun-studios, nail-studios and tattoo-shops start booming...

amogles · #**157** 28.04.2016, 19:37

	Quote:	rainer_d
	Quasi- or de-facto state-supported monopolies? ;-) Alcohol and tobacco are a safe bet in that regard... Elsewhere I read that when the economy tanks, sun-studios, nail-studios and tattoo-shops start booming...

The sex industry does pretty well too when hard times come, but I guess not much of that is traded on the stock markets.

rainer_d · #**158** 28.04.2016, 20:17

	Quote:	amogles
	The sex industry does pretty well too when hard times come, but I guess not much of that is traded on the stock markets.

Well, Beate Uhse did an IPO a few years ago ;-)
It's currently a penny-stock, but has almost tripled from a low at the beginning of the year.
https://de.finance.yahoo.com/q/bc?s=USE.DE

Their stock-holder meeting might be interesting, though.

robBob · #**159** 28.04.2016, 21:40

Pity that there is no choice for none of the above!

Wallabies · #**160** 28.04.2016, 23:59

	Quote:	Phil_MCR
	So we should get more input and then just do the opposite! What's the opposite of Wisdom of the Crowds? Folly of the Masses?

You are assuming the input on EF is actually honest and not intended to guide people astry, I arent so gullible