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thestockbroker

thestockbroker
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  • Himax - From Overhyped To Oversold [View article]
    Your article is both well written and clear, however what I appreciate the most is you emphasizing that this is a LONG-TERM investment, long-term generally isn't 12 mos. however online to most readers long-term is a week from Friday, and I agree with you 100%, I believe for many reasons come 12/31/15 this stock will be nearer $12-$15 and I feel if all goes as planned by y/e 2016 in the mid/low $20's. I have about 75% of my expected investment in HIMX established and will have it all executed by 7/31 unless it runs up too quickly, a good quality problem to have.
    Jun 25 08:35 PM | 2 Likes Like |Link to Comment
  • Himax - From Overhyped To Oversold [View article]
    Remember the old TV as campaign for books, RIF "Reading Is Fundamental"

    It also pays a 4% dividend ($.27 per ADS for 2014), and is likely to continue paying a high dividend for as long as it's profitable, due to a 10% Taiwanese tax on profits not distributed to shareholders.
    Jun 25 08:32 PM | 3 Likes Like |Link to Comment
  • Glu's Secondary Offering Is Bullish [View article]
    It is both appalling and amazing how many people can make accusations, hurl insults, criticize someone who was RIGHT and complain incessantly to/about someone who has done as well as Mark has. I just came across him (not literally) recently and have been very impressed with his due diligence. Remember, even if he isn't correct on something yet, it is very common for a stock to eventually move up substantially however just a little while longer than you may expect. How many times have you bought options expecting something specific only to have the option expire and have the event come to fruition a little while later? So bottom line, if you think all the nastiness spewed above is accurate just stop reading his posts and articles and find someone else you agree with, life's too short to argue online with a stranger.
    Jun 25 08:03 PM | 5 Likes Like |Link to Comment
  • 58 Cognitive Biases That Screw Up Everything We Do [View instapost]
    You are a brave man, the thought of asking most SA posters to analyze themselves and why they make the decisions they make, which means POSSIBLY realizing on some levels they were wr*ng (a word seldom used) and must rethink what they've been doing for 10-15+ years (and losing money) but can defend to the death I predict will get this thread many many posts, with very few saying "I now realize what I was doing wr*ng" thank you so much. Get out the asbestos boxers, it's gonna get hot in here.
    Jun 25 01:11 PM | Likes Like |Link to Comment
  • Investing In Quality With My 85/15 Portfolio [View article]
    Are you familiar with the "Rule of 72"? the premise is that if you divide 72 by the total return the answer tells you how many years it takes for your money to double, Thus if you expect a total return (TR) of 9% it's 72 / 9 = 8, it would take 8 years to double. So where you say that in years 20-25 your $$ would double that would be accurate IF your TR was 14% 72 / 14 = 5 years, is that your expectation? If so why do you expect the TR to go from 8% to 14% in the same equities??
    Jun 25 12:10 PM | Likes Like |Link to Comment
  • Top 10 Plays For Next Week's Russell Rebalancing [View article]
    Understood, thanks again and have an awesome week
    Jun 25 11:52 AM | Likes Like |Link to Comment
  • Top 10 Plays For Next Week's Russell Rebalancing [View article]
    True, if I wanted to sell 100 contracts on 5-6 of the names without options would you/your firm take the other side, if so I will PM you and we can discuss strikes and expirations. Probably looking at $10-$12k in premium
    Jun 24 09:15 PM | Likes Like |Link to Comment
  • Top 10 Plays For Next Week's Russell Rebalancing [View article]
    Mark, I know you're an equities guy but you do understand the markets very well also, any thought on why so FEW of these stocks have any options trading? I generally sell puts as a way to educe cost as well as pick-up shares 25% cheaper during a market selloff but not much opportunity here, thoughts?
    Jun 23 09:25 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: All Set To Benefit From Apple's iPhone 6 [View article]
    My error it's an AMAZON phone, not Google
    Jun 20 08:46 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: All Set To Benefit From Apple's iPhone 6 [View article]
    I have followed the stock for 9-12 months, it sold off when there was a selloff in almost all tech, as someone who has done this since I was ~14 yrs old, I strongly suggest you decide the total amount of $$$ you want to invest in the stock (same for any stock) buy 50% of the total initially, than follow how it trades for 3-6 months, get comfortable with the action just before and after earnings are announced, and watch the chart, when you see it committed to an upward direction than buy 25% more, if/when there is a selloff in the market and your stock drops, as it will, buy the remaining 25% to fill your posn. The 2nd purchase (25%) can be below the initial buy, however the final 25% should NOT be below the avg. of the 2 previous purchases (unless there is a huge sell-off for 1-2 days in the market) your goal should always be to avg. UP for any buys after the 2nd, than continue to follow but not every day, unless something happens to change the entire dynamic of the company looking weekly should be enough, and be patient!!!! If you are comfortable with the company, feel they are on track to accomplish the goal you initially made the investment, just let it ride, at some point you will see the shares 40-50% higher, a firm direction established, and more following, volume, and positives take it much much higher. If they do all they set out to do, there is no reason this can't be a $30 stock in 12-18 months. BTW, this should apply to all your stock buys unless you are buying expecting a specific announcement, than just buy calls for 1-2 months longer than you expect to hold as many things come to fruition but later than you think.
    Jun 20 08:31 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: All Set To Benefit From Apple's iPhone 6 [View article]
    Saw an advertisement today for a new Google product (phone I think) and it advertised specifically with "a sapphire screen" doubt that's priced in yet, at least not totally, will look for ad unless others have seen as well
    Jun 20 04:00 PM | Likes Like |Link to Comment
  • Why Buying A House Is A Terrible Investment [View article]
    I could entertain you with the BS the sellers have done, including OFFER us $70 a day to rent back after we said NO rent back, then they sent an addendum stating the same terms, as if we never spoke, they refused to accept our refusal to not rent back. I have to pay $125/day to rent back here ONLY to help them, so I said 5 days @ $125/d so I am not out of pocket, they rewrote is as 5 days at $70/day LOL I had to ask someone if we already refused this or was it my dream? So now they agreed no rent back however they won't sign the addendum that THEY insisted be drawn up. I think once we close and get up there I may hit you up for an address to a brothel, you know, the ones you didn't visit *wink. Take care
    Jun 19 01:43 AM | Likes Like |Link to Comment
  • Why Buying A House Is A Terrible Investment [View article]
    Ray, why Pahrump, there is still plenty of inventory, if you are serious I can give you the contact info on my realtor, she's been amazing and the fact we're in Calif. has not been an issue at all. We have had some serious issues with our seller and she has been able to deal with them all including arranging for the LVSD (Sheriffs) to meet her at the property on closing as they are threatening not leaving on closing and he is a body builder with severe ROID rage issues, but she's been a real trooper. But nevertheless, why Pahrump?
    Jun 19 12:21 AM | Likes Like |Link to Comment
  • Why Buying A House Is A Terrible Investment [View article]
    makes sense, thx
    Jun 18 11:46 AM | Likes Like |Link to Comment
  • Why Buying A House Is A Terrible Investment [View article]
    I have to dispute the premise that houses are a volatile as stocks, a stock could (infrequent) drop 20%+ in a day a house won't, houses move in cycles, long cycles that can be viewed and see a specific direction, bad analogy. Not that buying with 10-20% equity is wise just a bad analogy
    Jun 18 10:22 AM | Likes Like |Link to Comment
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329 Comments
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