|
|
Post by blygh on May 22, 2014 17:05:20 GMT -5
I have always held some energy investment trusts - mainly for yield - 8-11% - I have noticed some upward movement and upped my position with this basket  |
|
|
|
Post by blygh on May 28, 2014 10:47:00 GMT -5
I am picking up a basket to Canadian banks - P/E's are 10-12, dividends average 3.5%  |
|
|
|
Post by blygh on Jun 3, 2014 8:04:54 GMT -5
Happened to look at the Gazprom ADR - OGZPY - P/E 2.64 Dividend yield 5.09% rising natural gas prices - I may take a position -
Blygh
|
|
ira85
New Member
Posts: 837
|
Post by ira85 on Jun 3, 2014 20:55:37 GMT -5
I haven't followed Gazprom at all, so maybe it's solid. But I got wary of the Russian market last month when Putin turned on a dime and went from very hawkish to exceedingly dovish regarding Ukraine. It occurred to me he and some close friends could short the Russian market. Then he could make public statements and military moves that would trigger talk of war and sanctions, making his short soar. Then he could go long and make dovish statements and troop withdrawals so all talk of sanctions dies down and the market rebounds, making his long a winner. Over the course of about two weeks in May his public statements and the Russian market made just those moves. It could be very vulnerable to manipulation. Br careful. -ira
|
|
|
|
Post by bankedout on Jun 3, 2014 21:36:03 GMT -5
My buy stop filled today on JO and I bought 1 share at $23.04 My sell stop triggered on JO today, and I was sold out at $33.27 |
|
|
|
Post by blygh on Jun 27, 2014 11:23:20 GMT -5
CANADIAN BANKS (BMO, BNS, TD, RY, CM, NTIOF) ,ARE DOING WELL TODAY - Railroads and rail equipment seem to be leveling off - I picked up a couple of Hotel stocks (IHG, MAR, HST) - Russia (RSX and RUSL) is on an upward run but I appreciate ira's caution above - I don't think I can stomach the political risk on top of the market risk.
Blygh
|
|
|
|
Post by blygh on Dec 7, 2014 20:31:55 GMT -5
|
|
ira85
New Member
Posts: 837
|
Post by ira85 on Dec 15, 2014 20:48:04 GMT -5
This is an amazing story. If LMT succeeds it could be a technological breakthrough that would change history. Amazing possibilities. I found a Forbes article that was highly skeptical. Apparently there are some known obstacles the LMT announcement did not address. www.forbes.com/sites/jamesconca/2014/10/17/a-working-nuclear-fusion-reactor-in-three-years-really/Getting in early on potentially the biggest thing since the internal combustion engine sounds appealing. But the odds they succeed seem daunting. But maybe LMT could be a good pick even without fusion. Success with fusion isn't baked into the stock, I would think. I just ran charts showing LMT has beaten the S&P 500 by a wide margin for the past 1, 2, 5, and 10 year periods. So if it continues similar performance it may beat the market with it's core business and score a home run if they succeed with fusion. Thank you blygh. I should follow your lead and take a decent position. -ira |
|
ira85
New Member
Posts: 837
|
Post by ira85 on May 29, 2015 20:34:55 GMT -5
Lockheed Martin is still touting their compact fusion reactor as a potential commercial product in the next few years. If it works it would be a low cost, clean energy source capable of huge societal changes. Capable of powering railroads, ships, even large aircraft with a clean, cheap power source. It would have the potential to end burning fossil fuels to generate electricity. No more greenhouse gases. No more coal industry.
But I ran across one source that says LMT is looking risky as an investment. LMT was named one of the "high-tech, high-momentum, high-multiple names such as Facebook (NASDAQ:FB), Netflix (NASDAQ:NFLX) and Lockheed Martin (NYSE:LMT).
The chart shows it nicely outperformed SPY from August 2014 to February 2015. But since late February it's put in what looks like a double top (to my rather uneducated eyes) and has dropped about 10%. The market seems to have doubt about LMT's ability to deliver on compact fusion. I want to keep watching just because the technology possibility is amazing. -ira
|
|
|
|
Post by blygh on Dec 16, 2015 19:20:55 GMT -5
VWDRY - up 82% YTD - makes wind systems and sales are growing at triple digits - substantially outperforming ETFs aimed at alternative energy sources (FAN, GDX,TAN) - I am taking a position (I had one a while back but sold it at 14
Blygh
|
|
|
|
Post by blygh on Jan 5, 2016 0:08:52 GMT -5
VICL - once a $70 stock - up last several trading days on a 350% increase in volume - 10% Jan 4
Blygh
|
|
ira85
New Member
Posts: 837
|
Post by ira85 on Jan 18, 2016 11:23:00 GMT -5
Blygh,
On Yahoo Finance VICL is a biotech company trading at 35 cents a share. Maybe the stock you're looking at has a different ticker symbol? -ira
|
|
|
|
Post by blygh on Jan 21, 2016 11:45:35 GMT -5
That is the stock. They have some patented techniques for making antivirals. It seems to spike when there is a viral epidemic - now the Zika is in the news - it rose on twice normal volume but has since fallen back. Just one of the biotechs I follow for unusual activity and news
Blygh
|
|
|
|
Post by blygh on Jul 27, 2016 8:30:02 GMT -5
Looking at CLF - gone from a 1.26 in January to over $8.00 - it was a $120 in 2008. 32% of the stock is shorted - big iron ore producer and steel is taking off (see X, NUE AKS FCX). Is this a classic short squeeze? Or is it too late? I may pick up 200 anf keep a tight stop
Blygh
|
|
|
|
Post by sd on Jul 27, 2016 21:12:53 GMT -5
you've got a couple of weeks of basing and the recent breakout/then pullback- With the mining stocks all now showing strength, CLF may see a further upmove in the commodities sector-
Trend looks choppy, but somewhat up in the others you mentioned- Perhaps an oversold bounce here- i'd personally like to compare it to the larger group index- DBB for example- base metals fund declined today 1.5%, and looks to be rolling over in a decline- I'd be cautious- JMHO
|
|
