How is pricing? I was going to skip them. They used to call and mail me but their fees were kinda high.
I did talk with Schweb, Scottrade, Etrade today.
I plan on trying IB, but they don't offer one kind of account that I need - a self directed 104k ROTH.
Was forced to use Schwab a while ago in a company 401k and atleast within that plan costs weren't competative.
The other 2 online companies I had used over the years were bought out by AMTD. And I haven't tried anyone else since 2010 when I was forced to use Schwab until I transferred that account.
Any issues with IB?
Any other folks to investigate that anyone has experience with?
My patience with AMTD has come to an end. They will call and want me to deposit more money with them (the local office), but the APEX folks vary greatly, and all the local office does is annoy me.
Up .35 to 16.32 on above aver volume. Maybe some folks who sold to book the loss are buying back.
NAS down .85, RSTI & IPGP down lets say 1.5%
So someone is taking advantage of what they think is a good deal.
I don't think any buyback is still open, or that they have the money to spend on one.
I punted the small common stock holding today. Up 1.10 from where I purchased it 5 days ago.
Calls well into the green.
I'll be trying to buy the common back a buck or so lower. If not I'll just enjoy the ride with the calls.
Strickly a tax loss selling play for me.
CY and UTEK simply the 2 I’ve identified so far for tax loss selling. CY has a heck of a dividend. Owned it years ago and sold both it and the solar spinoff during the hype and did decent. I figure they have no choice but to continue to pay that outsized dividend. Small, cheap stock, defiantely out of favor, excellent tax loss selling candidate, already have traded some of it several times. It’s currently 1% of my portfolio and I’m looking to repurchase lots I’ve already sold.
UTEK I followed years ago along with AMAT, LRCX, KLAC, FORM, etc before I decided to stick to KLIC and INTC. Look at their financial situation. They recently had a misstep but look at that potential. Again specifically due to tax loss selling is why I purchased UTEK. Usually if I get 20% out of these tax loss plays between late Dec and usually the end of Jan I’m a happy guy! Haven’t seen many good candidates this year and it’s almost too late in the year to be adding since a lot of bright folks sell then buyback 31 days later before end of year. And as you know funds start this process the end of Sep usually.
So them’s my thoughts on those 2 stocks and a few others.
You can always email me here at Yahoo too as others have over the years.
AWK I’d argue has the most expertise in this business as well. Remember their history goes back to the 80’s that I’m aware of – don’t let the (re)going public within the last 5 years give you the wrong idea of it’s history.
I owned PHM as a tax loss stock a few years ago and sold too quickly(it doubled or tripled again after I sold). I decided to play housing through RPM (yes I realize retail isn’t the majority of the business) and AWK. Also both excellent dividend plays. RPM in my opinion is more tied to the economy than AWK. AWK pays 2.7% but remember I’m still up over 32% total on the shares I own including the purchase the other day which means 3.5% for me? RPM I’ve owned some for years and actually recently lightened up on about ¼. I’m up 107% on those shares and it pays 2.4% so that’s lets call it 5% to me.
AWK – don’t know if you ever followed it or not. Years ago it was bought by a German company. It’s only been public again I’d say less that 5 years – should be easy enough to check. My first buy was 7/1/10 at 20.50.
Water utilities are different (actually water AND sewage utilities) in that you can’t choose one supplier for the commodity and the other one for service to the home like electricity or natural gas. So they have a captive audience and old terrible infrastructure. So the gov’t has to let them have some rate increases to atleast make what an Economist would call a “normal profit” or there is no incentive to be in the business.
Capital intensive, often take over crumbling infrastructure, and the biggest water utility in the US. I have looked at others in the same area, or that clean up water, make filters, etc for other countries including 3rd world countries. So far I just own AWK. And I kinda hated to add above 40 when most of my shares were purchased between 20 and 30 but as a long term play and I expect an increasing dividend I think a conservative investment – and we all need some of those. We all need the availability of quality water to live, and as outlined above we have no choice on who delivers it to our home.
I haven't owned BOBE in years but reevaluate it form time to time. I won C as my gambling money from a few years ago before the reverse split but only have about 20% left. It#$%$ the same high price like 4-5 timed on a chart.
PBY and Dana (then DCN I beleive) and most recently DORM - I have owned them all in the past. I sold PBY when they kinda got into tire wholesaling.
The others I'll have to look at - thanks for the thoughts. I did look at UNH before Obama got elected and didn't buy. You mentioned many companies that I have never done any DD on.
I had to call AMTD because of ehat I was seeing on level2 for KLIC and UTEK.
I turned on the TV to see if CNBC has said anything yet.
Good to hear from you!
Other shorts have come and gone, but you still remain the best I've witnessed!
I'm back up to about 20%. The current political folks and those in charge of our money are setting us up to take many years to recover from their decisions IMO. Usually I'd have less than 5% cash as I usually buy starting mid SEP during tax loss selling and often have sold all or most of those purchases between 12/31 and income tax day.
I've been buying CY and UTEK as tax loss plays, added a little more AWK(a safe investment) the other day. My favorite sector(lasers) and stock IIVI has really been bad this year. So I have actually underperformed the averages this year - I'm at about 20% right now including dividends.
So what are you finding interesting? I've also still been trading INTC and some microcaps.
I recently lightened up on some RPM and PFE as well since they have run well, near their highs, and I wanted to raise some funds hoping for tax loss selling candidates.
So any thoughts appreciated.
I se eno news.
Let the flagging of this positive post begin!
PLEASE short keep adding!
I added common last week in addition to my calls. Keep pushing this stock up!
Should come up here at Yahoo.
I read over it quickly. I'll reread it tonight.
But I believe it is all positive. The comparison to Broadcom is interesting as a choice.
Well, you've caught on!
Ignore is the only "new" feature that Yahoo has added in years that I'm fond of.
Use it! Since he craves attention.
Makes this MB much easier to read, and you don't miss any relevant content. Then you can likely identify some of his aliases's and ignore them too.
I bought my first common today at 25.85. Maybe 1/4 of what I will likely buy if it keeps going lower between now and yearend.
I may add to calls also, the FEB's I already own or something else - likely ITM calls like the 25's I already own.
Tax loss play for me - along with CY.
Good luck folks!
So you'll have to search for it.
Makes excellent LED points that we all know. Smaller units, energy effecient, etc, etc.
Then in the last paragraph or 2 mentions that he recommends CREE. This company could be a reseller I don't know.
But you'll have to search for "LED lighting makes the heart of the home"
Not indepth but a good general market article about LED.
I usually only look at the finviz chart for a year to help with buy and sell prices.
What chart are you using? Yahoo or something more reliable?
Just got back inside. Looking like my order to add some at 11.85 didn't go off again today. Which is actually good news.
I don't know of any real news coming particular to KLIC other than maybe the January effect.
ER Jan 27th(after JAN options expire).
It's a good thing you're here. I have thought of you as too optomistic and now we have a board pessimist.
I'm in the middle. I'll just continue to trade based on what KLIC will give me. Long term I still believe is still up.
And I thought perhaps we could have an interesting discussion.
Now I realize that I was wrong.
I won't bother again.
When you're gone I'll still be here making money. I've seen this movie before - many times.
Not enough return for me. But if you think this will drop and you may be able to buy them back cheaper writing the JUL 12's B?A 1.20/1.45 when the stock is at 12.00 is 10% guaranteed in 8 months. Not that great of a return but if KLIC dips you can buy back those calls at a lower price.
I'm looking at adding calls - but not quite there yet.
I am impressed by price action so far today. My 11.85 order doesn't look like it'll go off today either. If the market is down again today I may get a chance the end of the day, or friday as often the market is bizarre on fridays.
Page 2 and 3 atleast.
About pcakaging not keeping up withe Moore's law. Sounds liek developing some backend stuff internally with some IP from the solar days, etc. I believe they say they may even look at spinning off this new non-core part of the business.
I'll reread tomorrow. But someone from within the industry may be able to translate and have an opinion on if this is a complimentary or competing technology, etc.