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Ajaatasatru
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Username: Ajaatasatru

Post Number: 641
Registered: 04-2016
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Posted on Monday, August 07, 2017 - 10:35 am:    Edit Post Delete Post Print Post


Andhrajamesbond:

I sold MU for loss in 2 days..But, entered LOGI on Friday.




MU i was bearish from day1, when it was at ~30.

LOGI, the reasoning was that the long term trend is nicely Bullish, and every correction got bought. Insider trading details ippude chustunanu, that is bad.
For your size of trading, you could wait to see couple of days ( this week ) and take a call. My hunch is 35 level should hold. Lets see..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Andhrajamesbond
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Username: Andhrajamesbond

Post Number: 1596
Registered: 03-2004
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Posted on Sunday, August 06, 2017 - 3:38 am:    Edit Post Delete Post Print Post


Lolakulu:

LOGI, MU downtrend lo unnayi ga.




I sold MU for loss in 2 days..But, entered LOGI on Friday.
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Lolakulu
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Post Number: 293
Registered: 05-2017
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Posted on Saturday, August 05, 2017 - 9:47 pm:    Edit Post Delete Post Print Post

LOGI, MU downtrend lo unnayi ga.
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Kubang
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Username: Kubang

Post Number: 36698
Registered: 09-2011
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Posted on Saturday, August 05, 2017 - 9:24 am:    Edit Post Delete Post Print Post


Andhrajamesbond:


I just looked into all insider activity of that company. In the last 12 months, there are ZERO buys and total selling was little over $32M worth stock. CEO sold about $4M worth stock, CFO over $3M, officer level people about $21M and direcors around $4.5M. Not a great sign.
Ignorance is bliss
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Kubang
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Post Number: 36697
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Posted on Saturday, August 05, 2017 - 9:12 am:    Edit Post Delete Post Print Post


Andhrajamesbond:


insider selling is not a great indication but these sell orders must be placed long time ago, pre-set at a price. Legally they cannot dump wherever they want. Sometimes people sell when they are close to retirement or to diversify their portfolio. Some people in executive leadership team only maintain minimum required position. Overall net buy/sell lo sell ekkuva vunte insiders Ki stock fully valued ani opinion anukovachu
Ignorance is bliss
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Andhrajamesbond
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Post Number: 1595
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Posted From: 68.93.142.53

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Posted on Saturday, August 05, 2017 - 5:18 am:    Edit Post Delete Post Print Post

Logitech International S.A. (NASDAQ:LOGI) CEO Bracken Darrell sold 110,330 shares of the stock in a transaction that occurred on Friday, August 4th. The stock was sold at an average price of $36.15, for a total value of $3,988,429.50. Following the completion of the sale, the chief executive officer now directly owns 940,542 shares of the company's stock, valued at $34,000,593.30


Logitech International S.A. (NASDAQ:LOGI) VP L Joseph Sullivan sold 49,232 shares of the stock in a transaction on Thursday, August 3rd. The stock was sold at an average price of $36.06, for a total value of $1,775,305.92.

Logitech International S.A. (NASDAQ:LOGI) CEO Bracken Darrell sold 49,215 shares of the business's stock in a transaction on Wednesday, August 2nd. The shares were sold at an average price of $36.32, for a total transaction of $1,787,488.80. Following the completion of the transaction, the chief executive officer now directly owns 940,542 shares of the company's stock, valued at approximately $34,160,485.44
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Andhrajamesbond
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Username: Andhrajamesbond

Post Number: 1594
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Posted on Saturday, August 05, 2017 - 5:18 am:    Edit Post Delete Post Print Post

What is the impact of Insider selling?
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Kubang
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Username: Kubang

Post Number: 36696
Registered: 09-2011
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Posted on Friday, August 04, 2017 - 10:03 pm:    Edit Post Delete Post Print Post


Vjawarrior:


never paid attention to this company thammudu, naaku pedda idea ledu
Ignorance is bliss
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Vjawarrior
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Post Number: 609
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Posted on Friday, August 04, 2017 - 9:33 pm:    Edit Post Delete Post Print Post


Kubang:


annai....UNH...asalu emi growth annai....can we still buy it for the future?
2009 lo 24 bucks...now its at 194....what a groth man
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Kubang
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Posted on Friday, August 04, 2017 - 7:34 pm:    Edit Post Delete Post Print Post


Ferrari:


good job
Ignorance is bliss
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Ferrari
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Username: Ferrari

Post Number: 11930
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Posted on Friday, August 04, 2017 - 5:46 pm:    Edit Post Delete Post Print Post


Kubang:


actually nenu cheppatam marchipoyaa annay..i closed my TLT calls yesterday. Today it dropped again under $125. Thinking of loading again
Nandamuri Taraka Rama Rao - Sachin Ramesh Tendulkar
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Ajaatasatru
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Post Number: 640
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Posted on Friday, August 04, 2017 - 1:34 pm:    Edit Post Delete Post Print Post

OK didnt notice this AAOI..

Endi ee arachakam, 60 deggara support aite undi, but i dont think it will hold. Inta falling knife catch cheyalsina avsaram ledanukuntunna..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ntr_rocks
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Post Number: 2827
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Posted on Friday, August 04, 2017 - 1:30 pm:    Edit Post Delete Post Print Post


Nalla_baalu:

AOI 71 daggara 10 thosaaa ..is it good to HOLD ??




https://finance.yahoo.com/news/shareholder-alert-bronstein-gewirtz-grossman-1712 00712.html
Pettesaa
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Ajaatasatru
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Post Number: 639
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Posted on Friday, August 04, 2017 - 1:18 pm:    Edit Post Delete Post Print Post

https://seekingalpha.com/article/4094250-micron-sudden-drop-flags-trouble
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Vamsea
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Username: Vamsea

Post Number: 2501
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Posted From: 69.92.179.254

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Posted on Friday, August 04, 2017 - 1:07 pm:    Edit Post Delete Post Print Post


Ajaatasatru:



Appreciate your view bro..went down 20% on no significant bad news.and it moves fast when it starts moving up.
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Ajaatasatru
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Post Number: 637
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Posted on Friday, August 04, 2017 - 12:27 pm:    Edit Post Delete Post Print Post

But then, my views, dont mind. You could do ur own RR.

Wish $ for you !
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ajaatasatru
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Post Number: 636
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Posted on Friday, August 04, 2017 - 12:27 pm:    Edit Post Delete Post Print Post


Vamsea:

Added more Micron this morning. I hope t trades well in to conferences Next week




I am still not convinced at adding this on 27-28 area, it should come to test 26 is what i think. There was someone else in the DB to buy this near 29, have been bearish on this since day 1. Ante ippatiki that person lost almost 6% on this. If playing options, its even worse.

let me give another data point i see. NSE/BSE lo atleast, market close time lo only Delivery trades allowed. And during market opening you see 9AM-9.15AM premarket is for MM and 9.15 to 10 atleast only overnight/investors are going to trade. Aa time lo volumes ekkuva untai, and it gives you sense of trend.

See MU first 30mins trade, Huge Sell with huge volumes. Then when it slowly recovered, volumes diminished. Slowly starts dipping, volm increases.

Hope i am making sense.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Post Number: 36690
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Posted on Friday, August 04, 2017 - 11:57 am:    Edit Post Delete Post Print Post


Ntr_rocks:


I didn't see any, it was sold off quite hard recently. could be a rebound. Denemma $10 (on TSX) ki oka 5k shares buy order petta, koni dobbalsindemo 10.15 range lo. thupuk
Ignorance is bliss
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Ntr_rocks
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Post Number: 2826
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Posted on Friday, August 04, 2017 - 11:53 am:    Edit Post Delete Post Print Post


Kubang:


CVE 5% up today...any news ?
Pettesaa
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Vamsea
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Post Number: 2499
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Posted on Friday, August 04, 2017 - 11:50 am:    Edit Post Delete Post Print Post


Ajaatasatru:



Added more Micron this morning. I hope t trades well in to conferences Next week
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Kubang
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Posted on Friday, August 04, 2017 - 11:34 am:    Edit Post Delete Post Print Post


Nalla_baalu:


zero idea thammi. asalu ee stock 12 nundi 100+ ki last year lo enduku vellindo, ee roju 25%+ enduku padindo absolutely no idea. naaku peru kooda theleedu.
Ignorance is bliss
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Nalla_baalu
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Post Number: 125632
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Posted on Friday, August 04, 2017 - 11:27 am:    Edit Post Delete Post Print Post

Kubang annai/ Ajaatasatru annai .... AAOI 71 daggara 10 thosaaa ..is it good to HOLD ??
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Kubang
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Post Number: 36687
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Posted on Friday, August 04, 2017 - 11:07 am:    Edit Post Delete Post Print Post


Ferrari:


thammi, I was really busy yesterday and didn't follow the market much. No recommendation on sell side for TLT officially but had I seen yesterday's move, I would have sold half. Next time when it goes above $3.5 sell half
Ignorance is bliss
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Ajaatasatru
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Post Number: 635
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Posted on Friday, August 04, 2017 - 10:25 am:    Edit Post Delete Post Print Post


Lolakulu:




Watch HDIL .. i lost lots of money, but this is the stock to learn trading. Deeni moves arachakam you could see 20% in couple of weeks, so follow that for high beta.

at 60 levels idi great buy, could probably reach there again.

DLF, HDIL, SBIN,ICICI,PNB,APOLLO TYre, Aurobindo Pharma.. ilantivi trade chese vadini. You could check and see if they fit your criterion.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Post Number: 36686
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Posted on Friday, August 04, 2017 - 9:53 am:    Edit Post Delete Post Print Post

Yelp is up 30%,

TEVA Is down so much in the last two days..wow.
Ignorance is bliss
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Lolakulu
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Posted on Thursday, August 03, 2017 - 4:21 pm:    Edit Post Delete Post Print Post

NSE or BSE tickers cheppandi evaraina interesting ga unnavi.
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Ajaatasatru
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Posted on Thursday, August 03, 2017 - 3:13 pm:    Edit Post Delete Post Print Post


Nalla_baalu:




https://www.tradingview.com/x/bM8ZP2cA/

started to actually draw some technicals.

28 on Aug 8. Upside 31-32. 27 then 24 downsides.
But issue with US pharma, chala news sensitive untai... so need to be thorough with fundamental research and the news..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Nalla_baalu
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Posted on Thursday, August 03, 2017 - 2:52 pm:    Edit Post Delete Post Print Post


Ajaatasatru:


ACAD earnings on August 8th daani gurinchi enti mee opinion?
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Ajaatasatru
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Posted on Thursday, August 03, 2017 - 2:16 pm:    Edit Post Delete Post Print Post


Nalla_baalu:



HDP doesnt look good.
Aa 15 levels 52 week high nunchi, multiple times sell off. And even more intresting is, insiders seem to be doing the massive sell offs.

HDP breach 12, you are looking at 10. thats 15% risk. I doubt if it can breach 15 to upside, cheste you goto 20 atleast..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Nalla_baalu
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Posted on Thursday, August 03, 2017 - 2:01 pm:    Edit Post Delete Post Print Post

HDP earnings today MOVIEART--bemmi.adi
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Ntr_rocks
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Posted on Thursday, August 03, 2017 - 1:53 pm:    Edit Post Delete Post Print Post


Saarang:


meredo chepte dantlo pedadam ani chusunte meere reverse lo adugutunara...MOVIEART--bemmi.adi
Pettesaa
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Ajaatasatru
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Posted on Thursday, August 03, 2017 - 1:41 pm:    Edit Post Delete Post Print Post


Saarang:

direct investment lo we have more control over things.




Thats true, more control more effort, maintenance.
REITs manchi div+appreciation unnatlu unai.. so was enquiring people here if ppl looked at them..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Saarang
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Posted on Thursday, August 03, 2017 - 1:39 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

If i may ask, did you sell it for loss ? plot or house ..

As vjawarrior says.. profit at the end of day, is still profit. There is nothing lost, need to reinvest somewhere else...

I am frm IITM too.. albeit came here very late, lets c whr i go. RE kante REIT better emo anipistundi. I happened to come across STAG .. will check this sector as well..seems STAG is predominantly NY based so ee lekkana manam we can research and opick areawise REIT and invest in RE indirectly and have liquidity as well..




Loss ledhule edho jila anthe sold for profits only...did well with properties held for long term...konni flops lo could have lost money but market appreciation bailed me out.

Have to re-think REITs vs direct investments in real estate...direct investment lo we have more control over things.
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Ferrari
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Posted on Thursday, August 03, 2017 - 1:30 pm:    Edit Post Delete Post Print Post

Bought TSLA 350 calls and 342.5 puts for Aug 18th
Nandamuri Taraka Rama Rao - Sachin Ramesh Tendulkar
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Saarang
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Posted on Thursday, August 03, 2017 - 1:28 pm:    Edit Post Delete Post Print Post


Vjawarrior:




Sare ippudu next step cheppu...european funds touch cheyyocha or no?
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Ajaatasatru
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Posted on Thursday, August 03, 2017 - 1:26 pm:    Edit Post Delete Post Print Post

If i may ask, did you sell it for loss ? plot or house ..

As vjawarrior says.. profit at the end of day, is still profit. There is nothing lost, need to reinvest somewhere else...

I am frm IITM too.. albeit came here very late, lets c whr i go. RE kante REIT better emo anipistundi. I happened to come across STAG .. will check this sector as well..seems STAG is predominantly NY based so ee lekkana manam we can research and opick areawise REIT and invest in RE indirectly and have liquidity as well..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Saarang
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Posted on Thursday, August 03, 2017 - 1:26 pm:    Edit Post Delete Post Print Post


Vjawarrior:

y is it a bad move....may be u lost some gains but no one can time the highest point...
if u had bought during 2013 and sold last year....u would have made a ton...
u r good bro...




some gains kaadhu Warrior...last 1 year growth = growth since 2013.
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Saarang
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Posted on Thursday, August 03, 2017 - 1:19 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

Saarang, r u from IIT Madras ? CLIPART--angel_grinning

Ammesina dani gurinchi analysis enduku.. think of future. What are your research areas.. dani batti ikkada discussion lo topics teeskovadame. Ppl like ABond seems are good at RE..




Yes. Edho dhoola anthe...nenu ekkuva feel ayyi baadhapadanu....but appudappudu what did i do anipistundhi.

I mostly invested in Tech stocks and financial stocks...but last 2-3 years nundi haven't followed any areas keenly.
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Vjawarrior
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Posted on Thursday, August 03, 2017 - 1:16 pm:    Edit Post Delete Post Print Post


Saarang:

ut selling Seattle real estate in the last year has become by far the #1 financial bad move so


y is it a bad move....may be u lost some gains but no one can time the highest point...
if u had bought during 2013 and sold last year....u would have made a ton...
u r good bro...
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Ajaatasatru
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Posted on Thursday, August 03, 2017 - 1:00 pm:    Edit Post Delete Post Print Post


Saarang:




Saarang, r u from IIT Madras ? CLIPART--angel_grinning

Ammesina dani gurinchi analysis enduku.. think of future. What are your research areas.. dani batti ikkada discussion lo topics teeskovadame. Ppl like ABond seems are good at RE..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ajaatasatru
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Posted on Thursday, August 03, 2017 - 12:58 pm:    Edit Post Delete Post Print Post

Did people analyse STAG ?
Monthly dividend vastunai.. need to calculate actual yields, and appreciation kuda undi..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Saarang
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Posted on Thursday, August 03, 2017 - 12:51 pm:    Edit Post Delete Post Print Post

Last year nundi started moving off real estate market...ippudu dentlo pettamantaaru...any under valued sectors/markets...last 1 year nundi research chesi pedadaamu ante time avutaandhi kaani research avvatam ledhu. Hindsight...but selling Seattle real estate in the last year has become by far the #1 financial bad move so

Ippudu concern...market all time highs lo undhi...time cheyyodhu antaaru in general but intha peaks lo i am worried...also some time in the next year or two edanna manchi real estate or business deal tagilithe i want to pull out. Ilaanti appudu what to do?
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Ajaatasatru
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Posted on Thursday, August 03, 2017 - 12:11 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

Looks like we got plenty of analysis good last week.

MU Down
UAA Up, and with Major volumes. Excellent sign.
HZO Up.
LOGI is sitting tight. This was our medium-long term pick anyway.
AMZN Down
COSTCO Up




UAA is consolidating slowly.
LOGI same case.
MU down - think DB folks want to accumlate this at 26.~ you could get a chance
LB - we discussed 40 is good level to accumlate, and a crucial level.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Posted on Thursday, August 03, 2017 - 11:47 am:    Edit Post Delete Post Print Post


Ntr_rocks:


once you bought a stock for long term holding, ignore day to day noise.
Ignorance is bliss
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Kubang
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Posted on Thursday, August 03, 2017 - 11:26 am:    Edit Post Delete Post Print Post


Ntr_rocks:

.back to $159...


patience..
Ignorance is bliss
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Ntr_rocks
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Posted on Thursday, August 03, 2017 - 11:14 am:    Edit Post Delete Post Print Post

Varini, strong results report chesina kummutunnar costco ni...back to $159...
Pettesaa
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Ntr_rocks
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Posted on Thursday, August 03, 2017 - 11:01 am:    Edit Post Delete Post Print Post


Kubang:

I couldn't tell you much yesterday, thought you will read between the lines. Long term lo we should do well


I read that but dont want to drop for 1 qtr results, if it goes down 10%, I will add more which I dont it will go.

Costco reported strong results, ee year report baguntadi anukuntunna with costco fee up and V fees low..:-)
Pettesaa
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Kubang
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Posted on Thursday, August 03, 2017 - 10:53 am:    Edit Post Delete Post Print Post


Ntr_rocks:


I couldn't tell you much yesterday, thought you will read between the lines. Long term lo we should do well
Ignorance is bliss
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Ntr_rocks
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Posted on Thursday, August 03, 2017 - 10:36 am:    Edit Post Delete Post Print Post


Kubang:


not bad la vunnayi results, hope it will pick up next qtr..
Pettesaa
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Sakkineni
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Posted on Thursday, August 03, 2017 - 10:11 am:    Edit Post Delete Post Print Post

Any updates on Kroger?
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Kubang
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Posted on Thursday, August 03, 2017 - 10:05 am:    Edit Post Delete Post Print Post


Andhrajamesbond:


they cut annual guidance
Ignorance is bliss
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Andhrajamesbond
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Posted on Thursday, August 03, 2017 - 9:40 am:    Edit Post Delete Post Print Post

LB came under $43.00. thinking to buy some.
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Kubang
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Posted on Thursday, August 03, 2017 - 9:32 am:    Edit Post Delete Post Print Post


Shadow:


good company but you have to keep in mind that all MLPs are very interest rate sensitive.
Ignorance is bliss
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Ntr_rocks
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https://twitter.com/bblack3113/status/892937974765285376
Pettesaa
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Shadow
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Posted on Thursday, August 03, 2017 - 7:37 am:    Edit Post Delete Post Print Post


Kubang:



Ntr_rocks:




Thoughts on ETP?
http://www.sachinandcritics.com/
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Ntr_rocks
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https://finance.yahoo.com/news/enbridge-inc-reports-second-quarter-110000818.htm l
Pettesaa
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Ntr_rocks
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Costco july sales are up..

http://markets.businessinsider.com/news/stocks/Costco-Wholesale-July-Comps-Up-6- 2-1002228379
Pettesaa
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Vjawarrior
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Posted on Thursday, August 03, 2017 - 12:37 am:    Edit Post Delete Post Print Post


Vjawarrior:


they also provide shipping software solutions anta
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Vjawarrior
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Posted on Thursday, August 03, 2017 - 12:35 am:    Edit Post Delete Post Print Post


Kubang:

never heard of stamps.com


stmp is the ticker.....people print stamps from home anta...endo ee market...
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Kubang
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Posted on Thursday, August 03, 2017 - 12:26 am:    Edit Post Delete Post Print Post


Vjawarrior:


never heard of stamps.com
Ignorance is bliss
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Vjawarrior
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Lolakulu:



Kuru pithamahalu ki dandalu. SPY add chesara? SPY better or SPYG better?


spyg telidu bro...
costco will rally tommorrow...terrific july sales numbers
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Lolakulu
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Andhrajamesbond:

Atleast it is holding now.3.5% down after I entered.




Support unte $29 daggara raavali. good news edaina unte catalyst ga work avuddi for immediate support.
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Lolakulu
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Posted on Wednesday, August 02, 2017 - 11:02 pm:    Edit Post Delete Post Print Post


Vjawarrior:




Kuru pithamahalu ki dandalu. SPY add chesara? SPY better or SPYG better?
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Vjawarrior
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Ferrari:

TSLA $350 in AH


classic short idi....burning their money like hell...model 3 ni corolla tho compare chesaadu okadu....inventory buildup of Model S etc anta...
model 3 production capacity penchakapothe Tesla will fall like anything....
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Vjawarrior
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Posted on Wednesday, August 02, 2017 - 10:04 pm:    Edit Post Delete Post Print Post


Kubang:


asalu aa stamps.com choosaraa annai....how the hell its rallying like this..
how do they earn ?
too much appreciation in this year....
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Kubang
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Posted on Wednesday, August 02, 2017 - 8:55 pm:    Edit Post Delete Post Print Post


Ntr_rocks:


ENB owns majority of EEP. It's MLP and distributes pretty much all of its cash to unit holders. It's an income play and not much of capital gains play.
Ignorance is bliss
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Ntr_rocks
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Kubang:





https://finance.yahoo.com/quote/EEP?ltr=1

stock is up 6%

https://finance.yahoo.com/news/enbridge-energy-partners-l-p-220259007.html

what is the difference between EEP and ENB, EEP pays close to 9% dividend.
Pettesaa
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 6:02 pm:    Edit Post Delete Post Print Post


Shadow:




5 to 5.25 is still 5% up kada :P

TESLA ni oopestunatlu unaru..swminging wild after earnings...
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ferrari
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Posted on Wednesday, August 02, 2017 - 5:55 pm:    Edit Post Delete Post Print Post

TSLA $350 in AH
Nandamuri Taraka Rama Rao - Sachin Ramesh Tendulkar
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Shadow
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Posted on Wednesday, August 02, 2017 - 5:48 pm:    Edit Post Delete Post Print Post


Ajaatasatru:




Ekkada paid off mastaru 5 cents perigindy after I bought lol. I am planning to hold for couple of years. Last time when I was in India saw lot of billboards. Hope the sales will pick up outside of Us and smart watch they are going to release this year might help..for people who prefers something better than chinese knockoffs and not as expensive as Apple Watch.

Another possibility is they might get acquired and don't forget the data they have.
http://www.sachinandcritics.com/
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Ajaatasatru
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TSLA could be popping up due to news reactions, but i think its on a slow downwave. I am a fan of Musk's attitude.. kaani varasaga losses ante kashtam emo. Also heard the TSLA workers are going to form a union.. and act against the mgmt..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Posted on Wednesday, August 02, 2017 - 4:33 pm:    Edit Post Delete Post Print Post

TSLA is also up AH, I haven't followed the results
Ignorance is bliss
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 4:17 pm:    Edit Post Delete Post Print Post


Shadow:

FIT oka 200 toosa hoping that it will bounce back




Seems your gamble paid off... wats ur final target ??
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ferrari
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Posted on Wednesday, August 02, 2017 - 3:53 pm:    Edit Post Delete Post Print Post


Kubang:


TSLA too much asalu..$311 to $327 just like that..if someone bought the $350 calls at $311 they had a 4 bagger..
Nandamuri Taraka Rama Rao - Sachin Ramesh Tendulkar
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Kubang
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https://www.theglobeandmail.com/report-on-business/industry-news/energy-and-reso urces/former-suncor-ceo-rick-george-dead-at-67/article35863210/

one of the legends in the industry. RIP.
Ignorance is bliss
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Kubang
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Posted on Wednesday, August 02, 2017 - 2:20 pm:    Edit Post Delete Post Print Post


Ntr_rocks:

I feel AXP have more space to grow than V, may be I am wrong.


problem with AXP from the beginning is its not widely accepted. kind of niche market.

in general the credit card companies can be in danger of extinction if people start adopting to technology and prefer through other means like apple pay..
Ignorance is bliss
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Ntr_rocks
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Posted on Wednesday, August 02, 2017 - 2:12 pm:    Edit Post Delete Post Print Post


Kubang:


Yeah V is good but I think it wont come down because of costco agreement which keeps on increasing revenues. I feel AXP have more space to grow than V, may be I am wrong.
Pettesaa
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Kubang
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Ntr_rocks:

What is the reason for that fall ?


oil prices and market didn't like the acquisition they made recently. However, they have best leases in terms of resources here in western canada. overall production profile is decent and will pay off in the long run.
Ignorance is bliss
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Kubang
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Posted on Wednesday, August 02, 2017 - 2:10 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

Do guys feel we should start threads in Finance section


No
Ignorance is bliss
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Kubang
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Ntr_rocks:

AXP


I like Visa better. technically both charts looks good but wait for a pull back. Buffet owning doesn't guarantee success, IBM is an example.

I never owned V, wanted to buy long time ago when it was around $50 (before stock split). But one of my friend discouraged me based on valuation. listening to him was a big mistake at that time. My purchase price would have been in $20s (accounting for split)..
Ignorance is bliss
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Ntr_rocks
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Kubang:

CVE


Looks like this is the lowest after it went public. What is the reason for that fall ?
Pettesaa
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Ajaatasatru
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Do guys feel we should start threads in Finance section ? ila weekly archives kinda padi untai ani..

When i start brokerage acct, i want to just go back browse through all stocks discussed so i have initial set of picks..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Posted on Wednesday, August 02, 2017 - 2:04 pm:    Edit Post Delete Post Print Post

denemma TSLA swing in the day so far is $311 (low) to $325 (high)
Ignorance is bliss
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Ntr_rocks
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Kubang:


What is ur take on AXP for long term ?

After buffet owned 16% of it, it rebound nicely even after costco's exit. I kept an eye on it. Low 70's ki vaste good ane view lo vunna.
Pettesaa
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Kubang
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Posted on Wednesday, August 02, 2017 - 2:01 pm:    Edit Post Delete Post Print Post


Ntr_rocks:


Another one I am closely monitoring is CVE. I missed (in fact chickened out) when it was at $7 in July 1st week, despite the recommendation from a guy I trust very much. Again its for a long term hold and we believe it will come back. If it falls below $8 I will buy big.
Ignorance is bliss
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 1:57 pm:    Edit Post Delete Post Print Post

For options, you need like min 2k deposit. And then these "implicit" costs.

If you want to short options, ee lekkana margins add chesi .. vongobedataremo ika..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Ajaatasatru:

So essentially 20% of the round trade they will eat away as costs.


thats why you need to play at least $2000 range each bet
Ignorance is bliss
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Ntr_rocks
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Kubang:


Thanks.
Pettesaa
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Kubang
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Ntr_rocks:

.ninna ekado chadiva, dividend pays in candian dollars and it may effect ur tax etc ani...


If you bought in the US, the dividend will be converted to USD automatically in your account (by your trading platform)
Ignorance is bliss
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 1:49 pm:    Edit Post Delete Post Print Post

So essentially 20% of the round trade they will eat away as costs.

Asalu options trade chesedi leverage and costs kosam kada.Only if you trade bigger underlyings, that commission percentage will come down since ee calculation lo fixed 6.95 is huge part.... thuuu
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ntr_rocks
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Posted on Wednesday, August 02, 2017 - 1:47 pm:    Edit Post Delete Post Print Post


Kubang:


Annai,

adagatam marchipoya...ninna ekado chadiva, dividend pays in candian dollars and it may effect ur tax etc ani...

How will I get dividend compared to other US companies and will I be in loss if Dollar is performing better thatn Canadian dollar ?
Pettesaa
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Kubang
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Ajaatasatru:

I just hope they dont charge the SELL leg of it.


they do. that's why you need to set proper amount
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 1:45 pm:    Edit Post Delete Post Print Post

ok so with 100 as contract size. I calculate costs at 7.7$ and 79$ ... thats almost 10% cost for one side. I just hope they dont charge the SELL leg of it.

endi ee arachakam amrika lo.. i used to pay very less at NSE..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Posted on Wednesday, August 02, 2017 - 1:44 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

i am tryign to calculate if i buy 10 contracts say ..


if the call is 80 cents, it will cost you $800 plus trading fee
Ignorance is bliss
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Kubang
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Posted on Wednesday, August 02, 2017 - 1:40 pm:    Edit Post Delete Post Print Post


Ajaatasatru:


you can buy 1 call, each call is the right to buy 100 shares at that prescribed price. 1 call costs you $79 plus trading fee.
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 1:34 pm:    Edit Post Delete Post Print Post

Kubang jee.. basic q, whats the contract(lot) size for options ? o sari i want to calculate the costs for a trade.

I see DBA jan18,20 Call @ 0.79 last traded. Deeniki TDAm 6.95$ + 0.75 per contract ante enta avtundi ani i am tryign to calculate if i buy 10 contracts say ..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Posted on Wednesday, August 02, 2017 - 1:18 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

This is the agricultural fund ? DBA..




The investment seeks to track changes, whether positive or negative, in the level of the DBIQ Diversified Agriculture Index Excess Return™, or the index, over time, plus the excess, if any, of the sum of the fund’s Treasury Income and Money Market Income over the expenses of the fund. The index, which is comprised of one or more underlying commodities, or index Commodities, is intended to reflect the agricultural sector.
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 1:15 pm:    Edit Post Delete Post Print Post

This is the agricultural fund ? DBA..

continous decline lo undi weekly, but seems forming a nice bottom around 19 area.. but you have plenty of Time jan18 ante..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Posted on Wednesday, August 02, 2017 - 1:12 pm:    Edit Post Delete Post Print Post

Added few more DBA $20 calls for Jan 18 expiry
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Kubang
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Posted on Wednesday, August 02, 2017 - 1:11 pm:    Edit Post Delete Post Print Post


Ajaatasatru:


AMZN has definitely moat going for it. my thesis on Cost was very simple, AMZN would not be able to kill Cost model unless Cost does something stupid. as long as they keep their business model, it will grow decently and remains attractive.
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 1:06 pm:    Edit Post Delete Post Print Post


Kubang:




I mean, even this Wholefood buy i am not sure is right move. How long can AMZN not have strategy and just bully through acquiring or choking competition.

Anycase, we care about our targets. We seem to be approaching the target relatively soon..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Ajaatasatru:

COST, mana prataapam kante pakka vadi VP tanam is driving force may be.


not really. AMZN whole foods ni konadam valla Cost and Wmt lalo antha correction is utter stupidity. Like i said earlier, numbers will talk. I am in for the long run..
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Ajaatasatru
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Kubang:




COST, mana prataapam kante pakka vadi VP tanam is driving force may be. AMZN, COST today also moving in tandem on a pair trade..MOVIEART--bemmi_kya_baat_hai
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 1:00 pm:    Edit Post Delete Post Print Post

yeah MU slowly holding up. I wonder, looking at the Weekly - steady ga raise aindi, this is like 2nd time for such a long run. The support has to come in from Investors pretty soon - as Vamsea said. Long Term averages aroun 25-26 support ivvalemo.

But from day1 wasnt too bullish on this.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Andhrajamesbond
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Kubang:

COST is recovering nicely. up almost $11 since July 20th.




Yep. Really good. following it.
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Kubang
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Posted on Wednesday, August 02, 2017 - 12:58 pm:    Edit Post Delete Post Print Post

COST is recovering nicely. up almost $11 since July 20th.
Ignorance is bliss
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Andhrajamesbond
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Ajaatasatru:

MU is not able to push up soon.




Atleast it is holding now.3.5% down after I entered.
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Ajaatasatru
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Ntr_rocks:



Thanks, will register sometime this weekend and check details. Funding, Brokerage, execution etc. Think i say some broker refuses to take resident Aliens as clients.. so not sure robinhood,tdameritrade katha.. TDA i think there is an office nearby can walkin sometime and enquire.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 12:14 pm:    Edit Post Delete Post Print Post


Shadow:




Doesnt look like there is any analysis to do on FitBit.. pure gamble. Hope you double your money !
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ajaatasatru
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Posted on Wednesday, August 02, 2017 - 12:12 pm:    Edit Post Delete Post Print Post

MU is not able to push up soon. Should give you BUY oppurtunity to Vamsea.

Costco going strong, AMZN down..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Shadow
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Posted on Wednesday, August 02, 2017 - 11:31 am:    Edit Post Delete Post Print Post

FIT oka 200 toosa hoping that it will bounce back
http://www.sachinandcritics.com/
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Ntr_rocks
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Posted on Wednesday, August 02, 2017 - 10:13 am:    Edit Post Delete Post Print Post


Kubang:


Yeah, I dont worry too much about 5% variance.
Pettesaa
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Kubang
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Ntr_rocks:


annual results baagane vunde chances ekkuva, I am not sure about tomorrow. But short term term variances Ki worry avalsina pani ledu. You get >4.5% dividend while you are waiting.
Ignorance is bliss
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Ntr_rocks
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Kubang:


edited my post. Long term lo you will do well.


as a starting point 5K tho enter ayya...Repu results vunnayi, I will add more after next 2 qtr results if it doing good. Am expecting good results tomorrow..:-)
Pettesaa
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Kubang
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Ntr_rocks:


enduko repu ayithe better entry emo anipisthandi. Results are due tomorrow
Ignorance is bliss
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Kubang
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Ntr_rocks:


edited my post. Long term lo you will do well.
Ignorance is bliss
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Ntr_rocks
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Posted on Wednesday, August 02, 2017 - 9:58 am:    Edit Post Delete Post Print Post


Kubang:

be careful and watch it closely


Yes will watch, long ane enter ayya...

I understand the risks w.r.t energy..
Pettesaa
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Kubang
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Posted on Wednesday, August 02, 2017 - 9:57 am:    Edit Post Delete Post Print Post


Ntr_rocks:


be careful and watch it closely. But if you bought for 5 year hold, you will do well.
Ignorance is bliss
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Shadow
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Posted on Wednesday, August 02, 2017 - 9:47 am:    Edit Post Delete Post Print Post


Kubang:



10k$ aa MOVIEART--bemmi.surprise
http://www.sachinandcritics.com/
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Kubang
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TAP puts assaaaaammmm
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Kubang
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Shadow:


we (three people) bought something called dent service. But it's quite expensive, they have different streams and we bought all together as a package, about $10k for life time.

I use td's trading platform and they have plenty of research info there.
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Shadow
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Posted on Wednesday, August 02, 2017 - 9:38 am:    Edit Post Delete Post Print Post


Kubang:



Do u know anything better?
http://www.sachinandcritics.com/
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Kubang
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Shadow:


its an okay service.
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Shadow
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Kubang:



Howz motley fools subscription? 150$ for 3 years seem reasonable
http://www.sachinandcritics.com/
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Kubang
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Kubang:


Posted on Monday, July 31, 2017 - 4:34 pm:   
Ntr_rocks:
I want to see most of the below tickers in my portfolio eventually if I get a chance. Some of these I owned in the past and sold.

NKE, XOM, GOOG, AAPL, JNJ, ENB, BASF, AMZN, COST, INDA, DIS, BUD, PG, UN, BRK-B, TM, RY, NVS, HD, SNY, WMT, BA, AGU, CNI, LMT, NOC



Ignorance is bliss
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Shadow
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Annais trading kadu kani long term investing ki konni picks cheppandy. Office lo browser open cheyanikunda kummutharu most of the time.

Apple, amazon ani cheppodu please..avi entry point chala high unnai
http://www.sachinandcritics.com/
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Ispate
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Ntr_rocks:

so don't know how it works for options.


robinhood lo options trade levvu anukunta
"manaki pissa lite annattu" REX thatha
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Ntr_rocks
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Ajaatasatru:



Ohh didnt know, Kubang uses Ameritrade. Hows Robinhood Feedback, Pros Cons

Enti literally 0 brokerage a ? how does it work for them ?




Regular Trades are free. There is service called Robhinhood gold, where they charge $6(Not sure correct num) for each trade. You can do after hours trading and other benefits.

Am not into options, so don't know how it works for options.
Pettesaa
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Ajaatasatru
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Ntr_rocks:




Ohh didnt know, Kubang uses Ameritrade. Hows Robinhood Feedback, Pros Cons

Enti literally 0 brokerage a ? how does it work for them ?
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ntr_rocks
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Ajaatasatru:

Has anyone here used RobinHood broker ? free stock trading ani advertising..


andaru chesedi ade...kavalante cheppandi refer chesta...We both get 1 free stock..:-)
Pettesaa
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Has anyone here used RobinHood broker ? free stock trading ani advertising..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ntr_rocks
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Sasibabu:

SHOP 105 meedha motham ammesaaa.. THis stock every time money ichindhi ..


rich getting richer...MOVIEART--bemmi.angry
Pettesaa
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Kubang
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Nalla_baalu:


don't know. work busy?
Ignorance is bliss
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Nalla_baalu
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Kubang:


Tingannai em ayyaadu ??
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Kubang
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NEM $37 calls for Dec filled
Ignorance is bliss
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Nalla_baalu
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ninna konni thosaa APPL naa losses anni cover ayyi profit lo ki ella 30$...August good start MOVIEART--bemmi.look
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Kubang
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AAPL up 6% AH
Ignorance is bliss
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Sasibabu
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Kubang:

congrats ba


migathaa vaati meedha vachina bokkalanu idhokkate cover cheesedhi eppuduu....so balance sheet choosthe pedda migilindhi em ledhu total gaa MOVIEART--bwalk
theesesaa
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Kubang
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Sasibabu:

SHOP 105 meedha motham ammesaaa.. THis stock every time money ichindhi ....


congrats ba MOVIEART--money
Ignorance is bliss
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Ferrari
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Lets see where will Apple open tomorrow
Nandamuri Taraka Rama Rao - Sachin Ramesh Tendulkar
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Ntr_rocks
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https://finance.yahoo.com/news/apple-earnings-beat-expectations-203111382.html
Pettesaa
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Posted on Tuesday, August 01, 2017 - 4:48 pm:    Edit Post Delete Post Print Post

SHOP 105 meedha motham ammesaaa.. THis stock every time money ichindhi ....
theesesaa
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Kubang
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Ferrari:


No
Ignorance is bliss
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Ferrari
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Kubang:


annay TLT meeda sell recommendation inka raledu gaa?
Nandamuri Taraka Rama Rao - Sachin Ramesh Tendulkar
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Kubang
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Posted on Tuesday, August 01, 2017 - 12:50 pm:    Edit Post Delete Post Print Post

Fresh recommendations for the month:

Buy underlying: AMZN, IRBT, NFLX

Buy NEM Dec $37 calls
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Ajaatasatru
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Nalla_baalu:




Looks good to me. Koncham 32 degara top out avtondi kani.. the holdings look good.

40% shares held by Instis. Andulo bulk USA,HK lo unnaru. Investment Advisors, Hedge Funds are holding it .. for their growth strategies. I think it could well be a very good long term inv. Just ignore low level noise .. hold for ur horizon.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Nalla_baalu
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Posted on Tuesday, August 01, 2017 - 12:28 pm:    Edit Post Delete Post Print Post


Ajaatasatru:


got it


ee BZUN lo long term invest cheyyocha annai like one year or so ?

mana kichidi annai 8k profit lo unnadu one month lo deeni meedha invest chesi
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Ajaatasatru
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Bearish - view that ticker goes down.
Bullish - View that ticker goes up. Kommulu paiki untai annatlu
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Nalla_baalu
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Ajaatasatru:


annai what is bearish bullish ivvanni stocktwits lo choosthe ardham avvatle
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Ajaatasatru
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Notice yesterdays candle on MU. And couple of preceeding ones. It sold off big bear candle on HIGH Volumes, seems like 10% more volumes than Avg. That to me is bearish.. wouldnt change my views that easily.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Sakkineni
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Kubang:


Thanks Kubang Ji. Yaa teesesa risky anipisthundi. I made a decent profit , so sold it off. Results varaku wait cheyatam manchidi ayyindi
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Kubang
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Posted on Tuesday, August 01, 2017 - 11:21 am:    Edit Post Delete Post Print Post

He also said that SHOP has lot of domestic competition and one company he mentioned was Salesforce.
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Kubang
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Sakkineni:

SHOP hold cheyatam best aa ammeyatam best aa


What I heard today from an analyst is it's very expensive on any metric. He is saying there is a company in China equivalent to SHOP and the ticker is BZUN? he says that is much cheaper than SHOP and have better upside. I don't know anything about either. but just based on numbers SHOP does look expensive and if you are in the gain why don't you take some off the table?
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Andhrajamesbond
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Posted on Tuesday, August 01, 2017 - 10:19 am:    Edit Post Delete Post Print Post

MU recovered well today. A bit relief..
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Sakkineni
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SHOP hold cheyatam best aa ammeyatam best aa
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Vamsea
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Ajaatasatru:



Monday, August 7 at 9:30 a.m. MDT at the KeyBanc Capital Markets Global Technology Leadership Forum in Vail.

Please check their investors relations page for more
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Ajaatasatru
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Vamsea:

Next week Investor conference




What conference is this ? emaina MU specific or industry wide ...
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Vamsea
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Ajaatasatru:

Ok MU seems to be breaking 28 today. 26.4 next stop, so thats almost 10% down since we started discussing this




I started a position in MU. I will avg around 26.7 gap fill if needed. It needs to hold and bounce from tht level..

Next week Investor conference might act as a catalyst to stop this down side spiral.
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Kubang
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Ntr_rocks:


black rock taxable municipal bond trust. It has a monthly dividend of about 6.8%, I bought it about 5% lower from where it's trading. It's mainly income play, not much of capital gains.
Ignorance is bliss
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Ntr_rocks
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Posted on Monday, July 31, 2017 - 8:46 pm:    Edit Post Delete Post Print Post


Kubang:

BBN


Didn't find this. ?
Pettesaa
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Kubang
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Posted on Monday, July 31, 2017 - 6:20 pm:    Edit Post Delete Post Print Post


Vjawarrior:

idi oka pill internet provider company....


it owns time warner cable anta gada, inka chinna company endi? $95B market cap
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Vjawarrior
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Kubang:


what is this? what's the ticker? I have no idea..


chtr
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Kubang
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Vjawarrior:

charter


what is this? what's the ticker? I have no idea..
Ignorance is bliss
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Vjawarrior
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kubang bro/asdf/ajaatasatru,
why has charter grown like that man......391 undi...idi oka pill internet provider company....back in the days...like 2006 days...asalu ela perigindi ilaaa....
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Ajaatasatru
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Wait for AWS $ to normalise.. and then we see the real Bezos power. appati daka anta gasss AMZN ante
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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Ntr_rocks:

I thought you are against AMZN.


I am never against any company that makes good money. My problem all along with AMZN is they never made money consistently and looks very expensive on any metric. It's hard for me to value that stock. I may never be able to buy it but it is on my list.
Ignorance is bliss
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Ntr_rocks
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Posted on Monday, July 31, 2017 - 4:44 pm:    Edit Post Delete Post Print Post


Kubang:


I thought you are against AMZN..:-)
Pettesaa
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Ntr_rocks
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Kubang:


Thank annai..will do my research
Pettesaa
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Kubang
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Ntr_rocks:


I want to see most of the below tickers in my portfolio eventually if I get a chance. Some of these I owned in the past and sold.

NKE, XOM, GOOG, AAPL, JNJ, ENB, BASF, AMZN, COST, INDA, DIS, BUD, PG, UN, BRK-B, TM, RY, NVS, HD, SNY, WMT, BA, AGU, CNI, LMT, NOC
Ignorance is bliss
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Kubang
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Posted on Monday, July 31, 2017 - 4:21 pm:    Edit Post Delete Post Print Post


Ntr_rocks:

Konni picks pettandi..


Right now I am not holding many stocks, am holding significant cash position.

XOM, ENB, COST, BBN anthe at this time.

apart from the above I have couple of mutual funds (couldn't avoid them, only way at work place). I put them in index funds geared toward US S&P500 (75%) and Emerging Markets (25%).

If there is a significant correction (which I believe will happen), I have a list of companies that am following. will list in the next post.
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Ajaatasatru
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Andhrajamesbond:




You never know, nothing is impossible in Finance. COSTCO could be wiped out if AMZN had a strategy. Adi naa view.. but as i say lets concentrate on $ not company..

AMZN, COSTCO moved like it was part of pairs trade today. And yes as Kubang mentioned, always Scale in to your position. Especially big amounts..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Andhrajamesbond
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Ajaatasatru:

But our arguement was that it will be hard to wipe out the Stores




If i sounded like that, i am sorry. Nobody can wipe out Costco. period.
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Ntr_rocks
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Kubang:


I normally buy stocks with good dividend pay out i.e., higher than 10 year bond yield.


Konni picks pettandi..

Kubang:

actually I didn't follow much of the market today, COST kummi dobbindi ga; any specific reason?


No specific reason, andaru Amazon ni kummesi denini leparu ani naa feeling..
Pettesaa
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Andhrajamesbond
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Speaker:





ledu .Nenu kudaa only stocks ye..
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Kubang
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Posted on Monday, July 31, 2017 - 4:01 pm:    Edit Post Delete Post Print Post

actually I didn't follow much of the market today, COST kummi dobbindi ga; any specific reason?
Ignorance is bliss
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Kubang
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Ntr_rocks:


Normally this is what I do for any stock once I complete my DD and made a decision to buy. I buy in thirds or halves i.e., if I want to invest 10k in one stock, I enter a third (~3.5k) first and keep adding either on the way up or down.

I normally buy stocks with good dividend pay out i.e., higher than 10 year bond yield. that means you are getting paid while you are waiting. COST do not have much regular dividend, it's only around 1.3% however recently they gave a special dividend, $7/share. They do that once in a while..
Ignorance is bliss
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Ntr_rocks
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Kubang:


Annai, Visigistunna anukokunda, last and final ga cheppandi, COST long term ki todam anukuntunna, ee roju movement chusi confidence vachindi...is this a good price to enter..
Pettesaa
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Kubang
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Ajaatasatru:

Breaking - Spicer successor Scaramucci ni peeki 10gaad Taatha


MOVIEART--bemmi.lol4
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Ajaatasatru
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Nalla_baalu:




gatlane Nalla Baalu saar...

Breaking - Spicer successor Scaramucci ni peeki 10gaad Taatha MOVIEART--bemmi3
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Speaker
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Nalla_baalu:

Algorithms lo doubs vasthe speaker annai ni adagandi .




gattiga...shutup u uzeless....
Naa Maata, Nene Vinanu
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Nalla_baalu
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Ajaatasatru:

i will write MachineLearning/Quant Algos that does forecasting


Algorithms lo doubs vasthe speaker annai ni adagandi ....
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Speaker
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Ajaatasatru:

Time padutundi but i can try to forecast next years top picks,god willing




Good, Thanks Brother...

antha ayyaaka...Konchem avevo naa mohaana kooda kottandi...
Naa Maata, Nene Vinanu
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Ajaatasatru
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Speaker:




On the US front, I have plenty of work/projs lined up to do in August.

Done with barebone Live data Dashboard yesterday. Daniki Windows form activate chesi will have to wrapup.
Stock Screeners, EOD prices toh need to setup APIs.Deeniki Nasdaq is exposing EOD prices migatavi kuda still searching.
Ivi rendu aite then i will write MachineLearning/Quant Algos that does forecasting.

So ivi cheyadaniki Aug is my deadline, hopefully i can open a brokerage and watever small amount i have, invest in my picks. Time padutundi but i can try to forecast next years top picks,god willing MOVIEART--bemmi.music
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ajaatasatru:



ok, Thanks Brother...

next year's top 10 list of stocks for 2017 lo publish ayye stocks lo akkati anna recommend seyyandri konchem time teesukunna eti parledu...
Naa Maata, Nene Vinanu
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Kubang
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Ajaatasatru:


I sold some around $169 but kept the other half and added little bit at $163. Got the special dividend in May ($7/share). My average cost on present holdings is around $149. regular dividend is only around 1.3% otherwise it's a no brainer to hold long term. I am going to hold it for at least another 6 months.
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188 target ante.. almost 20% from here. That could be a good swing trade.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang:




So our AMZON pick got into someone's Screener as well MOVIEART--money

Chiru Andarivadu.. Vu Icon.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Kubang
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I tried to copy and paste one of the analyst reports here, sorry for long posts..read from the bottom..
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Kubang
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Our BUY recommendation is consistent with our longstanding
regard for steady-growth retailers with dominant market positions.

Approximately 72% of the company's FY16 operating income
came from membership fees. This revenue stream adds stability to
earnings, which stands out in the volatile retail sector. Costco
remains one of our favorite merchants, and we think the company
has one of the best management teams in all of retail.
We believe that the company's constant effort to deliver low
prices keeps it relevant at a time when shoppers are looking for
online bargains. The fact that more than 50% of sales come from
food and sundries also makes Costco less vulnerable to internet
competition. That proposition is now being questioned with
Amazon's purchase of Whole Foods. AMZN is a relentless
competitor and they are willing to operate at low margins, but
there is currently a big difference between the AMZN operating
model and the COST model. Amazon sells approximately 480
million SKUs according to some media reports. Costco warehouses
sell approximately 4,000 that are very carefully selected and
curated. The percentage of fresh foods at Costco raises the
challenge for competitors.
Sales of fuel are also insulated from internet competition, and
Costco's low gasoline prices help to drive store traffic and reinforce
the value of membership. Strong traffic and business renewals in
North America illustrate the importance of Costco to paying
members.
We expect continued sales and EPS growth given the company's
focus on innovation to maintain its competitive edge: selling
products at lower prices.
Ignorance is bliss
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Kubang
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Username: Kubang

Post Number: 36567
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Posted on Monday, July 31, 2017 - 2:09 pm:    Edit Post Delete Post Print Post

also filled 41 million prescriptions, rented 3 million cars, sold 9
million tires, 5.4 million pairs of prescription glasses and drew
traffic selling 83 million rotisserie chickens and 132 million hot dog
and soda combos. Costco also has its own Kirkland-brand
products which are recognized for high quality. They sell below
national-brand prices and provide a lever for COST to negotiate
lower prices with consumer products companies.
Costco does not provide quarterly guidance and is more
concerned with long-term customer relationships than short-term
earnings management. This makes sense and it has served the
company well, but it does lead to some occasional stock-market
volatility.
We believe that the company could earn more in the short-term,
but Costco has chosen to focus on the long-term value of the
franchise. The company pays industry leading wages to retain
good, productive staff, and often sacrifices fuel profitability to
build loyalty and show membership value. Costco also maintains a
very high level of financial strength that has allowed some big
special dividends, including one for $7.00 per share which was
paid in May 2017.
Costco is benefiting from the favorable economics of the new
credit-card program and using some of that profitability to deliver
lower prices rather than higher short-term earnings. Management
may do some of the same with recent increases to membership fees
Ignorance is bliss
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Kubang
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Post Number: 36566
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Posted on Monday, July 31, 2017 - 2:08 pm:    Edit Post Delete Post Print Post

• Maintaining target at $188
• We believe that Costco's financial strength and ability to deliver extreme values are key differentiators
for the stock in the current market environment.
• While Amazon is a threat to every retailer, we continue to like Costco based on its low prices and
efficient operations. There is also a lot that Costco does that Amazon doesn't do. For example in
FY16, COST sold $6 billion of meat, $9.1 billion of gasoline and $6.5 billion of produce. Costco also
filled 41 million prescriptions.
• Costco's high level of financial strength has allowed it to pay out special dividends, including $7.00
per share paid in May 2017.
• In the third quarter, the frequency of customer visits was up over 3% and U.S. traffic was up 4%. We
regard this as a strong showing for Costco, given that aggregate mall traffic has declined at an annual
rate of approximately 6% over the last year.
INVESTMENT THESIS
We are maintaining our BUY rating on Costco Wholesale Corp. (NGS: COST) and
maintaining our target price of $188.
We believe that Costco's financial strength and ability to deliver extreme values are key
differentiators for the stock in the current market environment. Our analysis of core
operations suggests that execution of the business plan remains excellent, with strong
traffic and membership renewals.
While Amazon is a threat to every retailer, we continue to like Costco based on its low
prices and efficient operations. There is also a lot that Costco does that Amazon doesn't
do. In FY16, COST sold $6 billion of meat, $9.1 billion of gasoline, $1.8 billion of wine,
$1.4 billion of seafood, $1.5 billion of bakery goods and $6.5 billion of produce.
Ignorance is bliss
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Ajaatasatru
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Post Number: 554
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Andhrajamesbond:




Agreed, I think someone with big pot like you should diversify. Put X,Y in Longterm,Short Term and be rule based, disciplined on this.

Agreed on COSTCO as well, margins will diminish. But our arguement was that it will be hard to wipe out the Stores. Anycase we care for the $ it makes, no senti with store as such.

Btw if you notice, AMZN COSTCO seem to be moving in tandem - LongShort as if someone is Pair Trading - do you see the same ? realtime overlap chart naku ekkada kudaratledu. I am staring at %ge change in Google finance..
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Andhrajamesbond
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Username: Andhrajamesbond

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Posted on Monday, July 31, 2017 - 2:01 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

Like, holding MU longterm may be good. But last week down aindi ani holding for longterm is Bad - Wrong reason essentially. Ideally, like the discussion we had in Costco - you should be happy with levels, then have view on Fundis and Buy for long term.




Agreed. I think i am in a transition stage with my changing strategies. I got very good success with the kind of day trading strategy for the first half year.But, need to change a bit with my analysis and flexibility on the holding period.

About COST: I am not with this one anymore. yi stock yeppudu risk ye. worst online shopping experince yi roju ki kuda? aa retail business lo margins will come down in future with amazon's competition. so..i dont touch this one.
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Ajaatasatru
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Speaker:




Speaker jee i am new to the US market and going through the stuff that people discuss here.

Till date, LOGI koncham long term ki bavundi anipinchindi.
Costco I was happy, but i got opposition on this.
HZO is good.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Speaker
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Post Number: 2495
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Posted on Monday, July 31, 2017 - 1:59 pm:    Edit Post Delete Post Print Post


Andhrajamesbond:




annai..meeru options, calls, puts aadataaru..

nenu just stocks ippudu konukkuni, konchem decent returns ochaaka ammeyagala stocks kosam adugutunnaa...

asuvantivi eti leva mee radar lo???
Naa Maata, Nene Vinanu
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Andhrajamesbond
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Posted on Monday, July 31, 2017 - 1:53 pm:    Edit Post Delete Post Print Post


Speaker:

best stocks to buy cheppundri




Adi thelisthe meme first konukkontamau kadaa?? Bokka lu yenduku pettukontaAMU??

CLIPART--angel_grinning
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Ajaatasatru
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Username: Ajaatasatru

Post Number: 552
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Posted on Monday, July 31, 2017 - 1:52 pm:    Edit Post Delete Post Print Post


Andhrajamesbond:




Will take the liberty to give some advice.

Dont let a loosing/winning position dictate your risk appetite+Holding period. Have your system, and buy sell only based on that.

Like, holding MU longterm may be good. But last week down aindi ani holding for longterm is Bad - Wrong reason essentially. Ideally, like the discussion we had in Costco - you should be happy with levels, then have view on Fundis and Buy for long term.

This eliminates emotional trading.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Speaker
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Ajaatasatru:



Andhrajamesbond:




best stocks to buy cheppundri...right now in us markets..
Naa Maata, Nene Vinanu
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Nalla_baalu
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AMZN aithe less than 1000 ellindh ivaala oka time lo
Aug 11th 2011 weight -- 84 kg; Aug 11th 2012 weight -- 88 kg; Aug 11th 2013 weight -- 80 kg; July 2015 -- 90 kilos (5'10")
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Andhrajamesbond
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Username: Andhrajamesbond

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Posted on Monday, July 31, 2017 - 1:50 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

what all good research do you follow ?




I never do very deep analysis(of course, i can not do it with my limited knowledge of the market). but look into the sector and Industry and how they have bene doing lately and how the company performed before etc. and enter the stock.
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Ajaatasatru
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Posted on Monday, July 31, 2017 - 1:49 pm:    Edit Post Delete Post Print Post

Looks like we got plenty of analysis good last week.

MU Down
UAA Up, and with Major volumes. Excellent sign.
HZO Up.
LOGI is sitting tight. This was our medium-long term pick anyway.
AMZN Down
COSTCO Up
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Andhrajamesbond
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Posted on Monday, July 31, 2017 - 1:46 pm:    Edit Post Delete Post Print Post


Ajaatasatru:

Similarly Costco,




Dinini 159/- time lo loss ki ammaanu.Adi chaalaa recover avvaali to get into breakeven for most of the investors here. asslau naaku bokka start ayyind eCOST tho..
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Ajaatasatru
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Posted on Monday, July 31, 2017 - 1:44 pm:    Edit Post Delete Post Print Post

ohh didnt know, what all good research do you follow ? for US stocks.

konni sarlu analysts manipulate chestaru anipistundi naku. They can reco SELL after its down by 10% which triggers further selling. That to me, honestly, isnt a huge value add.

We discussed this last week, took sides and this has been down since then. So that look-fwd analysis is useful. Similarly Costco, Up this week and Amzn down.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Andhrajamesbond
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Posted on Monday, July 31, 2017 - 1:42 pm:    Edit Post Delete Post Print Post

But, decided to own the stock for some time ..
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Andhrajamesbond
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Posted on Monday, July 31, 2017 - 1:41 pm:    Edit Post Delete Post Print Post

MU lo pedha Bokka..On top of that, it got placed in the '5 worst stocks to own' list by the street.com
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Andhrajamesbond
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Posted on Monday, July 31, 2017 - 1:40 pm:    Edit Post Delete Post Print Post

ohh.nenu avathala thread lo vesaanu.
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Ajaatasatru
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Posted on Monday, July 31, 2017 - 1:39 pm:    Edit Post Delete Post Print Post

Ok MU seems to be breaking 28 today. 26.4 next stop, so thats almost 10% down since we started discussing this.
brahma satyam jagan-mithyä jivo brahmaiva näparah
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Ajaatasatru
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Posted on Monday, July 31, 2017 - 1:38 pm:    Edit Post Delete Post Print Post

Lets have discussions here for Week July 31 - Aug 4
brahma satyam jagan-mithyä jivo brahmaiva näparah

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