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gregf40 said:
burwoodman said:
gregf40 said:
burwoodman said:
just to add if anyone here is buying amazon as a long hold you're soon going to lose your investment. ponzi scheme
I assume you've remortgaged your house to short it then?Are you admitting you could be wrong and aren't prepared to put your money where your mouth is?
olly22n said:
Haven't looked yet. Tbh been spooked by the drop and want to do some more research. Immediately got back in yesterday , questioned it and got back out!
I got back in 112.90 this morning. Not sure you need to read too much into it, other than a fat finger trade. Put it this way none of the fundamentals changed that meant what was $119 should be $111 10 seconds later. I've seen a whole load of rubbish being spouted to try and explain the drop from weak black Friday numbers for Apple right through to a host of upgrades having a negative effect.
Apple was due a pullback though, was far to extended at $119, maybe it trades between 113-116 for a while a rest would do the stock some good.
edit:
Best explanation without the crap
http://www.bloombergview.com/articles/2014-12-01/a...
Edited by twinturboz on Tuesday 2nd December 18:43
burwoodman said:
No offence gregg but as a play i would go short amazon and long babba . Ironically you mention other companies that make money and amazon doesn't. If you made some good cash early on good for yo but to suggest it's a winner is a bit tenuous
Did you take that trade? Would have worked out well for you. Said this before but the street is starting to lose patience with Amazon.Wont go as far as agree its a ponzi scheme because thats nonsense but they need to do something to justify the valuation, recent endeavours have been well crap, the fire didn't too well infact was priced at $199 currently 99c on a contract. Doesn't mean they won't turn it around but if BABA expands out to the US and Europe, Amazon could have a fight on it's hands.
Next quarter's results will be a turning point for Amazon IMO, get the feeling sentiment is on an edge could go either way.
Without you equity wonderkids taking the mickey from a relative novice can I ask.
I have a decent amount self invested within my ISA that will have grown 10% overall so far, some ups some downs overall as of today 10% up. I don't chop and change that much tending to buy and leave it even if it drops I will wait for it to come back up.
By feb, march I expect it to have risen further and that is my dilemma for the last 4 years I have been doing this most of my portfolio could have been repurchased cheaper between may and august (not all but most) so why suffer the dip? most of the advice I have been given says to keep the portfolio and finetune it but why ?
I have a decent amount self invested within my ISA that will have grown 10% overall so far, some ups some downs overall as of today 10% up. I don't chop and change that much tending to buy and leave it even if it drops I will wait for it to come back up.
By feb, march I expect it to have risen further and that is my dilemma for the last 4 years I have been doing this most of my portfolio could have been repurchased cheaper between may and august (not all but most) so why suffer the dip? most of the advice I have been given says to keep the portfolio and finetune it but why ?
DSLiverpool said:
Without you equity wonderkids taking the mickey from a relative novice can I ask.
I have a decent amount self invested within my ISA that will have grown 10% overall so far, some ups some downs overall as of today 10% up. I don't chop and change that much tending to buy and leave it even if it drops I will wait for it to come back up.
By feb, march I expect it to have risen further and that is my dilemma for the last 4 years I have been doing this most of my portfolio could have been repurchased cheaper between may and august (not all but most) so why suffer the dip? most of the advice I have been given says to keep the portfolio and finetune it but why ?
Sell in may and go away, don't come back till St Leger Day.I have a decent amount self invested within my ISA that will have grown 10% overall so far, some ups some downs overall as of today 10% up. I don't chop and change that much tending to buy and leave it even if it drops I will wait for it to come back up.
By feb, march I expect it to have risen further and that is my dilemma for the last 4 years I have been doing this most of my portfolio could have been repurchased cheaper between may and august (not all but most) so why suffer the dip? most of the advice I have been given says to keep the portfolio and finetune it but why ?
http://www.businessinsider.com/chart-sell-in-may-a...
Mattt said:
Grown 10% over what timescale?
Have you considered buying managed funds rather than trading directly yourself?
10% this financial year to today, I have bought my first MF the ubiquitous Woodford but I am looking at Artemis Income I Acc and Invesco Perpetual Distribution Acc Net as well.Have you considered buying managed funds rather than trading directly yourself?
DSLiverpool said:
Mattt said:
Grown 10% over what timescale?
Have you considered buying managed funds rather than trading directly yourself?
10% this financial year to today, I have bought my first MF the ubiquitous Woodford but I am looking at Artemis Income I Acc and Invesco Perpetual Distribution Acc Net as well.Have you considered buying managed funds rather than trading directly yourself?
twinturboz said:
Next quarter's results will be a turning point for Amazon IMO, get the feeling sentiment is on an edge could go either way.
It may be the turning point for the trend in their share price...but the company isn't going to change how it is run. Bezos simply doesn't care about the share price.Amazon is a long term stock to hold - you need to be thinking where the company will be in 10,20,30 years time.
Many believe AWS will be bigger than the retail arm in under 10 years - I don't see BABA creating anything in that sector to rival them...and the other major players currently in the market are struggling to keep up and compete.
Amazon have learnt from the Fire phone disaster and this has clearly been shown with the release of the Echo to just 3000 customers first - rather than the mass market. No doubt they will tweak based on the feedback before releasing it upon the world.
Personally, I think the Echo will be a massive success - and will also make shopping from home scarily easy. It's a very clever idea.
I'm a massive believer in Amazon (and not because it has made me 'rich'!) - I just think it is a fantastic company which I find myself using more and more each day.
gregf40 said:
It may be the turning point for the trend in their share price...but the company isn't going to change how it is run. Bezos simply doesn't care about the share price.
Amazon is a long term stock to hold - you need to be thinking where the company will be in 10,20,30 years time.
Many believe AWS will be bigger than the retail arm in under 10 years - I don't see BABA creating anything in that sector to rival them...and the other major players currently in the market are struggling to keep up and compete.
Amazon have learnt from the Fire phone disaster and this has clearly been shown with the release of the Echo to just 3000 customers first - rather than the mass market. No doubt they will tweak based on the feedback before releasing it upon the world.
Personally, I think the Echo will be a massive success - and will also make shopping from home scarily easy. It's a very clever idea.
I'm a massive believer in Amazon (and not because it has made me 'rich'!) - I just think it is a fantastic company which I find myself using more and more each day.
What made you choose Amazon all those years ago? Amazon is a long term stock to hold - you need to be thinking where the company will be in 10,20,30 years time.
Many believe AWS will be bigger than the retail arm in under 10 years - I don't see BABA creating anything in that sector to rival them...and the other major players currently in the market are struggling to keep up and compete.
Amazon have learnt from the Fire phone disaster and this has clearly been shown with the release of the Echo to just 3000 customers first - rather than the mass market. No doubt they will tweak based on the feedback before releasing it upon the world.
Personally, I think the Echo will be a massive success - and will also make shopping from home scarily easy. It's a very clever idea.
I'm a massive believer in Amazon (and not because it has made me 'rich'!) - I just think it is a fantastic company which I find myself using more and more each day.
How do you choose which start-ups to help fund now?
gregf40 said:
Amazon is a long term stock to hold - you need to be thinking where the company will be in 10,20,30 years time.
Agreed on that bit, Amazon is not a company that's going to disappear anytime soon. Short term overvalued though.I got short Apple on Friday first time in years been short Apple
. Hoping to flip back long around $111.Other than that pretty boring trading recently, markets need a pullback
Shaoxter said:
I'm very tempted to go long Vix, but I don't really see much happening in Dec though...
Spoke too soon? Will this dip be as short lived as the last :scratch chin:I started building longterm positions in Uvxy, and Tvix about a month or so back, thought process being were in the latter stages of this bull market and if and when we top out those two should spike significantly.
That's the plan anyway hah.
twinturboz said:
Shaoxter said:
I'm very tempted to go long Vix, but I don't really see much happening in Dec though...
Spoke too soon? Will this dip be as short lived as the last :scratch chin:I started building longterm positions in Uvxy, and Tvix about a month or so back, thought process being were in the latter stages of this bull market and if and when we top out those two should spike significantly.
That's the plan anyway hah.
Long vol isn't really a long term position, it's a case of timing when you should close out and hoping you made more than you suffered in time decay
Shaoxter said:
Long vol isn't really a long term position, it's a case of timing when you should close out and hoping you made more than you suffered in time decay
Yep, I think I understand what your getting at. Vixx isn't a hedge per se but the aim of holding it long term in my case was as part of a disaster hedge, so if the market pulls back a bit or goes sideways then yes you'd be right it won't necessarily make any money on that stretegy but supposing the market was to fall or crash suddenly then surely volatility would increase and so the vxx would spike?TheLordJohn said:
What made you choose Amazon all those years ago?
How do you choose which start-ups to help fund now?
Can't speak for Greg but if your interested in this stuff I'd recommend Mark Minervini's book : How to Achieve Super Performance in Stocks in Any Market. His strategy is more or less picking the next big stock, and he lays out some clear things to look for in the book, it is a bit technical though.How do you choose which start-ups to help fund now?
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