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NRS

22,080 posts

200 months

Tuesday 25th October 2016
quotequote all
The other question is what time period is he measuring over? I am pretty amateur, but I have been making returns I am happy with for a few months now on everything I have invested in. If the market is climbing then it will carry a lot of things with it, so a short time frame is easy to say you made money. I can feel that I am starting to believe "I'm becoming a decent investor now" when in reality I know in my head it's mostly everything is climbing, partly some good choices, and partly taking some risky positions that (current unrealised gains) are looking very nice.

GDX getting close to the upper trendline for the decline of the approximately last 3 months... hopefully it will break it and continue up! Between gains in both gold and the dollar currently up 7%.

Edited by NRS on Tuesday 25th October 17:23

Mattt

16,661 posts

217 months

Tuesday 25th October 2016
quotequote all
Lots of people claim they invest in AIM, they don't - they gamble. If you accept it for what it is and adjust your strategy as such then it becomes more palatable when you have bad days/weeks/months.

twinturboz

1,278 posts

177 months

Tuesday 25th October 2016
quotequote all
NRS said:
GDX getting close to the upper trendline for the decline of the approximately last 3 months... hopefully it will break it and continue up! Between gains in both gold and the dollar currently up 7%.

Edited by NRS on Tuesday 25th October 17:23
Don't let it shake you the next move is what will lead 80% to question if the lows are in or not and throw them off the trade from here to the 40's +. Should see close to 26's it's already done the 25's to 23's once which I'm sure shook a few out. The next path could well be 26's back to 22's.

Good luck for anyone holding Apple $110's or $125+



Edited by twinturboz on Tuesday 25th October 21:13

bad company

18,484 posts

265 months

Tuesday 25th October 2016
quotequote all
Are Phoenix investors taking up the rights issue?

http://www.morningstar.co.uk/uk/news/AN_1475048896...

I'm not sure what to do as my shares are in my ISA so I would have to sell something to buy more Phoenix.

Gerradi

1,522 posts

119 months

Thursday 27th October 2016
quotequote all
Mattt said:
Lots of people claim they invest in AIM, they don't - they gamble. If you accept it for what it is and adjust your strategy as such then it becomes more palatable when you have bad days/weeks/months.
Well said Matt...ask xel holders...yes i'm ashamed to admit, I am one of the gullible holders.

Burwood

18,709 posts

245 months

Thursday 27th October 2016
quotequote all
anyone brave enough to take an amazon position via options or leveraged CFD? It's either going to be 770-870 in 24 hours smile

shopper? you're usually keen for a punt

Edited by Burwood on Thursday 27th October 18:13

bmwmike

6,918 posts

107 months

Thursday 27th October 2016
quotequote all
Burwood said:
anyone brave enough to take an amazon position via options or leveraged CFD? It's either going to be 770-870 in 24 hours smile

shopper? you're usually keen for a punt

Edited by Burwood on Thursday 27th October 18:13
Down she goes...

Burwood

18,709 posts

245 months

Friday 28th October 2016
quotequote all
bmwmike said:
Burwood said:
anyone brave enough to take an amazon position via options or leveraged CFD? It's either going to be 770-870 in 24 hours smile

shopper? you're usually keen for a punt

Edited by Burwood on Thursday 27th October 18:13
Down she goes...
as predicted, current pre market 775. But all will be forgotten with a week or so. 850 by mid december

twinturboz

1,278 posts

177 months

Friday 28th October 2016
quotequote all
Burwood said:
as predicted, current pre market 775. But all will be forgotten with a week or so. 850 by mid december
The institutional love knows no bounds so wouldn't be surprised if your right but virtual pint on the 650's before new all time highs.

bmwmike

6,918 posts

107 months

Friday 28th October 2016
quotequote all
twinturboz said:
Burwood said:
as predicted, current pre market 775. But all will be forgotten with a week or so. 850 by mid december
The institutional love knows no bounds so wouldn't be surprised if your right but virtual pint on the 650's before new all time highs.
I bought / punted 5k worth (7 lol) at 833 and would happily buy more on the way down. Way I see it is it hedges against £ down and $ up and all that malarkey too

Edit AMZN not looking too bad at the moment was down 5% now down 3.8%. Could it end the day up?





Edited by bmwmike on Friday 28th October 15:40

Burwood

18,709 posts

245 months

Friday 28th October 2016
quotequote all
bmwmike said:
twinturboz said:
Burwood said:
as predicted, current pre market 775. But all will be forgotten with a week or so. 850 by mid december
The institutional love knows no bounds so wouldn't be surprised if your right but virtual pint on the 650's before new all time highs.
I bought / punted 5k worth (7 lol) at 833 and would happily buy more on the way down. Way I see it is it hedges against £ down and $ up and all that malarkey too

Edit AMZN not looking too bad at the moment was down 5% now down 3.8%. Could it end the day up?





Edited by bmwmike on Friday 28th October 15:40
Yeah, i noticed it ramped up a bit-nothing would surprise me with that stock any longer. Not sure what you mean with it being a hedge. It's not a natural hedge of any kind apart from, if you're saying a hedge against the GBP falling further. who knows on that one and any USD asset would be the same. Id rather buy GOOG at these levels-at least Goog makes money hehe almost a handicap nowadays . what it has earnings-we must value them. no earnings = PE of a zillion

bmwmike

6,918 posts

107 months

Friday 28th October 2016
quotequote all
Got GOOG too and yes hedge as in not keeping too much in sterling.

Thing I like about AMZN long term is not the retail side but AWS. I work with a global multi and strategy is to move from physical DC to AWS and Azure. That's a big deal and I know others are doing same. Compute and storage are utilities like gas water electric. Cloud services are only going to grow. AMZN plough earnings back into biz hence no profit.






NorthDave

2,355 posts

231 months

Saturday 29th October 2016
quotequote all
bmwmike said:
Got GOOG too and yes hedge as in not keeping too much in sterling.

Thing I like about AMZN long term is not the retail side but AWS. I work with a global multi and strategy is to move from physical DC to AWS and Azure. That's a big deal and I know others are doing same. Compute and storage are utilities like gas water electric. Cloud services are only going to grow. AMZN plough earnings back into biz hence no profit.
I see the cloud stuff as being a huge positive for Google too. They have only recently started it but the quality is A1 and the pricing is good. I reckon they will clean up on this and I wouldn't be surprised if they take huge amounts of business from Amazon over the long term.

What I cant understand is how Google shares haven't done better on the back of the Q3 results?

bmwmike

6,918 posts

107 months

Saturday 29th October 2016
quotequote all
Agree on Google.. good point. I thought Google was only PaaS but seems they've expanded a lot. Can't go far wrong over the long term with ether.

Something I got off twitter:
$AMZN & $GOOG account for 65% of total S&P500 mkt cap gains since 2014 (~$435b of $675b).

Edited by bmwmike on Saturday 29th October 08:43


Edited by bmwmike on Saturday 29th October 08:47

Dave350

359 posts

117 months

Sunday 30th October 2016
quotequote all
arguti said:
Good call Dave! I owe you a beer or 6!
Glad to see someone came on board. There's been huge potential in this since 30p and it's now hitting £1.22! I still think this will be hitting £1.30-£1.40 come March time.

I've made some profits buying/selling in the rise & falls of the share, although as it's such a grower (lol!), I never intend to be out of it for longer than 48 hours.

Burwood

18,709 posts

245 months

Sunday 30th October 2016
quotequote all
bmwmike said:
Agree on Google.. good point. I thought Google was only PaaS but seems they've expanded a lot. Can't go far wrong over the long term with ether.

Something I got off twitter:
$AMZN & $GOOG account for 65% of total S&P500 mkt cap gains since 2014 (~$435b of $675b).

Edited by bmwmike on Saturday 29th October 08:43


Edited by bmwmike on Saturday 29th October 08:47
And if we compared that to underlying financial measures may well show how over priced one of those companies could be.

WindyCommon

3,354 posts

238 months

Sunday 30th October 2016
quotequote all
Burwood said:
bmwmike said:
Agree on Google.. good point. I thought Google was only PaaS but seems they've expanded a lot. Can't go far wrong over the long term with ether.

Something I got off twitter:
$AMZN & $GOOG account for 65% of total S&P500 mkt cap gains since 2014 (~$435b of $675b).

Edited by bmwmike on Saturday 29th October 08:43


Edited by bmwmike on Saturday 29th October 08:47
And if we compared that to underlying financial measures may well show how over priced one of those companies could be.
That's a % of a net number which is itself a sum of +ve and -ve components. Never pay attention to %'s of net numbers - they are nearly always misleading.

Shnozz

27,423 posts

270 months

Monday 31st October 2016
quotequote all
I've sold up a decent chunk of my SIPP with various concerns of imminent drops and wanting to buy into the SPDR gold fund.

I'm told that I need to complete a W-8BEN form to allow me to do so. What are the tax implications given it should be within a SIPP wrapper?

walm

10,609 posts

201 months

Monday 31st October 2016
quotequote all
Shnozz said:
I've sold up a decent chunk of my SIPP with various concerns of imminent drops and wanting to buy into the SPDR gold fund.

I'm told that I need to complete a W-8BEN form to allow me to do so. What are the tax implications given it should be within a SIPP wrapper?
My understanding is that without a W8-BEN a US fund will notice you are a foreign holder and apply WITHOLDING TAX at 30% to any dividends.
By filling in the form you take advantage of tax treaties between the US and the UK that mean that you just pay your normal tax rates on any income to HMRC rather than the IRS (via witholding).

You want to fill one in!

Shnozz

27,423 posts

270 months

Monday 31st October 2016
quotequote all
Thanks Walm.

Understood and a bit more googling suggests you are right. 30% relief via a SIPP reducing to nil but oddly still a 15% levy against ISA investments as unrecognised in the US.
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