What did you buy? What might you buy??

freilona wrote: ↑just waiting for a couple of bad news lol

Waiting for FOSL to drop to the low 20's or high 10's. Also waiting for MOS, POT to drop more as well as VRX. Added to PGF.TO and GTE.TO

Watching: CEVA, HIMX, Grm*n, INTC, SNE, MT, FMC, DATA, AMBA, QCOM

Purchased AYA.TO to play on earnings release. Out at it 7% gain - was out little early.

Bought CSCO for earnings tomorrow, have a bad feeling about this one. May exit before release.

eugeneo wrote: ↑Purchased AYA.TO to play on earnings release. Out at it 7% gain - was out little early.

Bought CSCO for earnings tomorrow, have a bad feeling about this one. May exit before release.

Funny I was looking at AYA at I think 16.39 yesterday and so tempted to buy since it is beaten up....but I just didn't have the stomach to do it. I wasn't impressed last time around when I listened to the conference call. I missed the boat...nice job.

eugeneo wrote: ↑Purchased AYA.TO to play on earnings release. Out at it 7% gain - was out little early.

Bought CSCO for earnings tomorrow, have a bad feeling about this one. May exit before release.

Bought some call options couple of months away so hopefully they deliver.

Sold aapl 95 calls for this week. Was actually gonna sell yesterday but travel got in way... sold for 10 cents higher at 70 cents... cost about 22 cents. Of course should have bought more!!

Retails gonna get further hit today after tgt.

Can't decide to dip in a bit now or wait until after cost earnings next week?!

georvu wrote: ↑Retails gonna get further hit today after tgt.

Can't decide to dip in a bit now or wait until after cost earnings next week?!

or wait until next fed rate increase?

brother_bruce wrote: ↑It doesnt matter what you predict, unless it's backed up with sufficient $$$ to move the market.

Soros, Icahn, Buffet... I'm not saying these people can predict the market, but I'm saying they can influence it, or the shares of a company, single handedly.

It doesnt matter whether Soros merely 'thinks' something. The fact that he's willing to bet half a billion is sufficient to sway numerous other investors, causing a chain reaction. Much like Buffet and his billion dollar bet on AAPL, or Icahn the week before.

Very few people can do that; that's my point.

SEC filings show us that guys like Soros/Ichan have a ton of stock but they also use OTC market more-so because they know it is expensive to purchase stocks outright and it can also be expensive to buy deep in-the-money calls/puts. So they find another way to achieve the same position by reducing the actual cash outlay by using their credibility to influence volatility in the direction they need by buying long expiration dated calls/puts, this method of can reduce their cost significantly.

This is no different than what any other professional market maker does except idiots on main-street think what's best for Soros/Ichan is best for them too when it's actually the opposite in most cases...

What do you guys think of adding to NYSE:NKE at these levels?

jeenyus1 wrote: ↑sec filings show us that guys like soros/ichan have a ton of stock but they also use otc market more-so because they know it is expensive to purchase stocks outright and it can also be expensive to buy deep in-the-money calls/puts. So they find another way to achieve the same position by reducing the actual cash outlay by using their credibility to influence volatility in the direction they need by buying long expiration dated calls/puts, this method of can reduce their cost significantly.

this is no different than what any other professional market maker does except idiots on main-street think what's best for soros/ichan is best for them too when it's actually the opposite in most cases...

exactly.

Gungnir wrote: ↑What do you guys think of adding to NYSE:NKE at these levels?

I don't like NKE. Don't trust a company that fiddles with their numbers to try to mislead investors.

Jeenyus1 wrote: ↑This is no different than what any other professional market maker does except idiots on main-street think what's best for Soros/Ichan is best for them too when it's actually the opposite in most cases...

Ditto: http://garthturnergreaterfraud.blogspot ... fools.html

Bought some more AQN on the dip due to the news from Emera. Algonquin continues to have strong dividend growth, a reasonable payout ratio and a focus on renewable energy.

Gabriella wrote: ↑Bought some more AQN on the dip due to the news from Emera. Algonquin continues to have strong dividend growth, a reasonable payout ratio and a focus on renewable energy.

Doesn't its 115% payout ratio worry you? Isn't the estimated 2016 EPS going down compared to last year's?

cn_habs wrote: ↑Doesn't its 115% payout ratio worry you? Isn't the estimated 2016 EPS going down compared to last year's?

It doesn't as dividends are not paid from EPS but rather through FFO.


I get a payout ratio of about 70%

Gabriella wrote: ↑It doesn't as dividends are not paid from EPS but rather through FFO.
I get a payout ratio of about 70%

it's even lower. 43% of the firm's AFFO (ttm) are distributed to common shareholders.

FOMC tanking the market/gold/oil again

U.S. stocks fall under pressure of possible June Fed rate hike - MarketWatch
http://www.marketwatch.com/story/us-sto ... 2016-05-18

Selected highlights from the Fed minutes - MarketWatch
http://www.marketwatch.com/story/select ... 2016-05-18

catoun wrote: ↑it's even lower. 43% of the firm's AFFO (ttm) are distributed to common shareholders.

I stand corrected thank you.

Gabriella wrote: ↑It doesn't as dividends are not paid from EPS but rather through FFO.


I get a payout ratio of about 70%

I know but wouldn't a EPS decline cause for concern for such a stock trading at 26 PE?

For the payout ratio, Yahoo finance is stating 115.88% as provided by Morningstar but it could be wrong.

Gungnir wrote: ↑What do you guys think of adding to NYSE:NKE at these levels?

NKE is losing important support 56-57. I am long via Jul options and it doesn't work at the moment.
It could rotate to 52-53 if weakness continues... just 2c