Thread: Making/losing money on shares

Maybe we should have a shares corner

A morsel for the vultures looking to pick my dead bones


https://finance.yahoo.com/news/walma...080000396.html

So far this calendar year I am up over $30,000 or 72% on this chinese internet supplier/player, similar Amazon and Alibaba. com

They are in partnership to some extent with Wallmart another stock I admire, that is also transitioning from old retail ways

I believe JD.com could be another Amazon, Facebook, Google, Microsoft, intel, and of course Apple

Maybe you should invest a small amount say $20/30,000

Just a thought, might be good for Chico

JD,com today at this moment up another 2.3% and its not one of those penny stocks

JD in the day peaked at 5.1% up before dropping back to 3.1 %at close, in after hrs a little lower

There is a strong view that the days of the shopping mall are limited and companies like Amazon, Alibaba (owns Lazada) and JD.com are the shopping outlets for the future

it is actually harder to know when to sell than finding the hidden gems

Originally Posted by al007

There is a strong view that the days of the shopping mall are limited and companies like Amazon, Alibaba (owns Lazada) and JD.com are the shopping outlets for the future

it is actually harder to know when to sell than finding the hidden gems

I think you are correct, however it will take a while and there will be winners and losers along the way. I think you did well with JD.com

Do you hedge against currency living in Thailand and trading USD?

I stick to Aussie shares as I live in Oz, and do not have to worry about currency fluctuations. Also the tax benefits of holding Aussie shares (50% capital gains reduction if held for a year).

I bought Qantas and NEC about 9 months ago - showing 80% and 60% increase respectively - I will probably sell both once my year is up.

No one ever went bust by selling and taking profits

I also agree with staying with what you know

Personally I do not like airlines although generally they have done much better recently

Generally on the big companies when you are up say 30% down side sometimes becomes greater than the upside

For me being non resident UK there are no taxes to pay so long as I do not remit to thailand in the year the income or gain arises

I do not hedge too complicated for a simple soul like me, I also do not do options

I did own netflix some 8/9 yrs ago and cashed out at $30 and again came out of facebook far too early

I also like ETFs IBB and SKYY,the first being biotech, which has lagged but hoping it will make up lost ground, the second is tech and cloud orientated

Originally Posted by VocalNeal

Originally Posted by al007

it is actually harder to know when to sell than finding the hidden gems

I believe although don't do it that the secret is to decide how much you want to make before you buy and stick rigidly to your plan. That is what the professionals do! It avoids all the what if questions.

You can always either take your profit out or take out your original ?

I have JD.com done very well so far, I watch it twice a day, so far up over 74% I am going to let it run so far under less than 2 yrs from IPO hoping maybe it might just multiply several times original price, look at facebook or netflix on both I took profits far too early

I try to run stop losses to limit downside

Also once up say 20% much easier to protect oneself

it has been an unbelievable few years

I am not wealthy and try to achieve 20% growth so as not to eat capital

Also at 72 with two lots of cancer hopefully in remission I am probably OK and a lot of what I try to make is for my caring loving wife 30 yrs younger than me

you pretty loose with your money,al?

Originally Posted by fred flintstone

you pretty loose with your money,al?

Provocative reply, so whats your view


I believe it is tough to make and even harder to keep, however it is also to be enjoyed


A fool and his money is often easily parted


I look forward to your views, tell us about what you have made or lost, we all might learn something, but then maybe you have nothing to share

TCEHY...Tencent...check out their 5 yr stock chart.

[Caveat: I am not directly invested or involved with Tencent]

Thank You

I only invest in fully listed companies, for me I like to limit my risk, a couple of my favorites at the moment are JD.com and BOFI, both nasdaq companies

In fact generally I limit my portfolio to a max ten holdings so I can devote time to watching and monitoring

I also like ETFs

TCEHY nice 5 yr chart

I will quietly watch

GSK looking cheap at the moment circa 1540p with an 80p dividend, that's an over 5% return. If you like oil both BP and RDSB paying over 6% dividends and RDSB just released decent results this morning. Utility companies been hammered of late in the UK are now also looking cheap unless of course you fear a Corbyn govt and his threats of nationalisation.

Last year I held both BP and Shell adrs on the NY market and no stamp duty, yes did well also fortunately came out with some nice profits for holding for under a year
Also like shares in lie of dividends, got out before the last drop

in the longer term not sure about the safety of dividends

Shell moving emphasis more to gas which itself is not so strong, honest answer med term not sure

oil is also still swinging too much

Maybe Exxon or Chevron, or even an oil ETF

Oil companies not at the top of my list at the moment

Not so keen on dividends because I loose the withholding tax

A difficult market to find bargains in, maybe GKN

One of my current favourites BOFI has results being posted today

I like dividend paying shares as want the income, 90% of my stock portfolio is FTSE 100 divi paying stocks and the other 10% is my play money currently all in Petrofac (PFC) bought at around £4 after the announcement of the SFO investigation, was massively oversold, I have a £5 target currently £4.60.

Forbes have just done article buy Exxon on the rebound

https://www.forbes.com/sites/jimcoll...n-oil-prices/?

Originally Posted by buriramboy

I like dividend paying shares as want the income, 90% of my stock portfolio is FTSE 100 divi paying stocks and the other 10% is my play money currently all in Petrofac (PFC) bought at around £4 after the announcement of the SFO investigation, was massively oversold, I have a £5 target currently £4.60.

Interesting and very normal philosophy, however all i really look at at any time is total portfolio value, and even being a retired FCA i never differentiate between capital growth and income

I also fortunately live in a pretty tax free environment and agin the difference between income and capital does not matter

Although from the UK i generally choose USA markets it is easier to get more information


I generally buy for capital growth and if nice income I see it as a bonus


Do not know too much about PFC but buying when you did has often been good in similar circumstances for me

PFC was trading at about £9 with many broker forecasts around the £11 mark, had been drifting then the SFO announced its investigation and it tumbled, I bought in around £4 and after that dropped further to about £3.50 which was squeaky bum time but recovered nicely £4.62 as I type, half year results on 30 August and if they retain the divi currently over 10% at current sp and results are in line with expectations even with the SFO investigation hanging over them hopefully i'll hit my target maybe even exceed it by end of next month then time to move on.

Today i try to stay away from stocks that attract attention of lawyers or enquiries not because they may not be very good bets but institutions will or may not buy them hence limiting their upside

I still stay away most of the time from banks still more scandals to come, down side maybe greater than upside

Originally Posted by al007

I still stay away most of the time from banks still more scandals to come, down side maybe greater than upside

4 main Australian banks are very strong and operate a virtual oligopoly. They are robbers. However they pay dividends of 6% and have good capital growth - I have done well keeping 25% of my portfolio locked up in them.

Lloyds is only bank I currently hold (a substantial holding) bought sub 50p, 67.7p as I type with increasing dividends, only thing holding it back is the PPI compensation payments from the miss selling scandal but at least a deadline has now been given for when people have to submit their claims by so will all be over soon, think they've paid out best part of £20 bill to date. Good long term buy and hold for both growth and divis.

Originally Posted by Iceman123

Originally Posted by al007

I still stay away most of the time from banks still more scandals to come, down side maybe greater than upside

4 main Australian banks are very strong and operate a virtual oligopoly. They are robbers. However they pay dividends of 6% and have good capital growth - I have done well keeping 25% of my portfolio locked up in them.

I do not follow Aus banks but you may well be correct, I think maybe they are safer

However USA and UK banks all got too clever, and all still have a lot of litigation, and also get big fines, it should be the employees and directors who are fined not the shareholders

Yes the banks make too much money

Personally when I look at the number of UK banks and the same in the USA that have been rescued I choose to stand back

Maybe LLoyds is ok today as a rescued bank

I still having said all this quite like BAC Wells Fargo JP Morgan KeyCorps Citibank but still wonder has all the litigation finished, I think not

Just my thoughts

Originally Posted by buriramboy

Lloyds is only bank I currently hold (a substantial holding) bought sub 50p, 67.7p as I type with increasing dividends, only thing holding it back is the PPI compensation payments from the miss selling scandal but at least a deadline has now been given for when people have to submit their claims by so will all be over soon, think they've paid out best part of £20 bill to date. Good long term buy and hold for both growth and divis.

I simply amateur investor who has over the years done well

What you say about lloyds makes good sense

My view for what its worth

I have 5 stocks in my portfolio at the moment, generally i do not often own less than US$ 50,000 in one stock or more than US$ 250,000 in a single stock

I do own BOFI up 2.8% today

I attach a link here to three stocks

https://www.fool.com/investing/2017/...-to-shame.aspx

I would be interested in comments especially re Trip Adviser

One of my other stocks at the moment is JD.com up today another2.0 % after 3.1% yesterday

Originally Posted by al007

https://www.fool.com/investing/2017/...-to-shame.aspx

I would be interested in comments especially re Trip Adviser

One of my other stocks at the moment is JD.com up today another2.0 % after 3.1% yesterday

You obviously do a lot of research and appear fairly sophisticated at picking your investments.

I personally do not rate Motley fool as too often the recommendations have been not only wrong but downright disastrous. (Disclaimer- I am referring to the Australian MF)

Trip advisor I will confess to knowing little about, however it's foray into the travel, particularly hotel booking sector seems a bit late and I think it would take a lot to dislodge the already well established players.

I am a bit of a dinosaur when it comes to internet stocks, therefore sometimes find it hard to see value where to others it is obvious.

I got caught up in the euphoria in 2000 and was burnt in the internet crash 2000. I have basically avoided it since with the exception of REA - real estate website in Oz - totally dominates the market and SEK - Seek.com.au which dominates the jobs market.

Do you do your own research entirely or do you use any paid for advice?

Why I like BOFI, a bank but different, internet related, currently $ 26 has been to $32, consensus one yr price 33, so potential 23/24% gain without going above an all time high

2/3 yrs maybe double or treble

downside class action and disgruntled employees saying it wrote bad loans maybe true but has also as a result been audited to hell , my guess is OK