***Tripster's 2008 Investments (Ongoing thread)***

[cliveone]

For anyone looking to invest abroad, try South Africa. The gold mining companies are a good bet. Stock prices have fallen over the last few months due to decreased production caused by the power crisis currently being experienced in South Africa.

While the gold price itself has stayed flat, Gold Fields' stock price has fallen 29% since January 14, Harmony's stock price is down 11%, and DRD Gold's stock price has fallen 22%.

Sorting out the power crisis in South Africa is a priority for the government because of the World Cup coming in 2010. Eskom already has three mothballed power stations which it is expected to bring online within the year. New infrastructure and new power plants are also scheduled to be built over the same period. When this happens, elictricity generation will actually double on the current levels. Mines will no doubt benefit from this and you can expect gold production to in turn increase.

So while the stocks are fluctuating at the moment, the outlook is that they will rebound and will rebound to levels higher than before due to increased production.

 

[offwork]

ok, well good to have the STOP in,
what you got to learn to do next is buy a protective put against your long position.

so lets say you have 100 of TITN @ 20.oo , its now 27.oo & you're glad for the 700 gain but think it maybe lil heavy on top, you plunk down a few hundred bucks on a PUT say 25 Jul Put at whatever price...now,,should the stock drop, your PUT increases in value, & you still have the stock for the long haul...just a strategic play...the stock may drop 5.00 to 22, but your 25 PUT would have gone up more than the $500 (unrealized)loss...food for thought...

Will be playing Coal calls in July & likely MER puts...MER seems a bit shaky right now...

good luck to all...

hmm,,,if TITN one of your biggest gainers of my picks then you picked the weaker ones LOL POT/MOS/AGU/ are all likely up alot more %age wise...i think i dropped MOS here at $80 lol...$150 now,,I know AGU was dropped low as well....
but i've had some duds as well...PAL(will be good one day) COIN(pure risk play as i said before it dropped) SWC(very iffy on it now, had a nice 100% run tho)..u hit/u miss..lol

Yeah tell me about it.If I could jump in the Delorean and go back and trade TITN for POT or MOS...I wouldnt. But I would trade PAL lol! I caught TITN on two run ups from $17. Yes my mis was more than my hit...but I aint scared.

 

[YungDHurt]

You're right about that COIN, it's a helluva ride but I keep jumping right back on it. Haven't had a loss yet, but the shit swings so low that by the time it hits an uptrend I'm jumping off as soon as I see a little green lol.

My new approach is to average down on it...that way it doesn't have to swing up super high for me to make my money back or go green. We'll see how that goes, this shit is fun though!

 

[popozudalvr]

Great Call w/ GOLD...it WILL be back in the high 900s to 1000+
Best way to likely play it is to buy calls few months out on the Majors like Barrick & Newmont for Later in the year. Hstorically, summer months are usually poor for metals but come winter fall/winter they gear up. South Africa & it's reduced production can only bolster Metal prices as they i think will fall 20% or so below production of past years & will not be able to ramp back up to capacity for a while......all the more reason to realize that PLATINUM & PALLADIUM will go higher.

I won't say I'm a fan of gold, i prefer silver, because it is actually a consumed metal as opposed to gold which really does little but supposedly store wealth, yet very few have ANY gold. I'd play gold though as it's going to rebound but the volatility is certainly there w/ it & silver.......

If you're astute, you'll see that there are about 2 or 3 Silver majors (SLW/PAAS) and every time silver rises they rise & vise versa, for those traders looking for swings, take a look...correlate movement of those two stocks w/ silver prices & it's almost some of the easiest money to make. Silver/Gold will be in a trading patter for a few months, so opportunity is there..

 

[popozudalvr]

TITN hittin big today...30.90
All AGS at or close to all time highs..
COALs again looking very strong
PAL rallying on Palladium spot increase.. to $457/oz

 

[offwork]

TITN hittin big today...30.90
All AGS at or close to all time highs..
COALs again looking very strong
PAL rallying on Palladium spot increase.. to $457/oz

Im making room in my portfolio for coal as we speak. Wish I had the cash on hand to buy your pick ICO earlier when I said I liked that one.

 

[consiglere]

which particular COAL stock are you looking at Popo?

I'm so mad right now because I sold 50% of my AGU stocks when it hit $98, now it's setting a new 52 week high everyday.

Also, what are you thoughts on corn plays? I expect the price of corn to go up significantly because of all the flooding issues in Iowa. Floods have severely damaged the upcoming corn harvest in Iowa. The states of Iowa, Illinois, Nebraska, and Minnesota account for more than 50 percent of U.S. corn production.

 

[popozudalvr]

Consig....
I'm going big on JRCC/PCX/MEE right now, ANR is next on my list - BTU is there as well...
Well,,,i gave you the word on AGU, there is so much higher for AGU to go, that to sell at 98, you'll be kicking youself for a good while...so best let the feeling go & get some new plays & start again...AGU will get to 150, POT to 300, MOS to 200...jus my take...

Corn,,,i'm not a fan,,Corn & the ethanol thing is somehting i'm not familiar with & it's managed to dampen my spirits on ADM ... if you're looking for a sector to go long on go long on Brazilian ADR/Stocks..great sector/great companies...

 

[consiglere]

can we get a quick poll on who will still be a bgol member after July 15th. I really don't mind paying the $10 fee but if popo, 456North, offwork, kjxxx, Tripster et all aren't here then there is no need for me to be here.

 

[offwork]

can we get a quick poll on who will still be a bgol member after July 15th. I really don't mind paying the $10 fee but if popo, 456North, offwork, kjxxx, Tripster et all aren't here then there is no need for me to be here.

I feel you man. I addressed the same issue on the BgStockGroup which was created by Northside in the event that la costra nostra ever dries up. Mostly all the contributors have joined so hopefully the game dont stop. But will I pay...yeah fuck it why not. Just off the strength of this thread. All that other shit on BGOL is fun & funny but it never got me paid.

 

[consiglere]

I feel you man. I addressed the same issue on the BgStockGroup which was created by Northside in the event that la costra nostra ever dries up. Mostly all the contributors have joined so hopefully the game dont stop. But will I pay...yeah fuck it why not. Just off the strength of this thread. All that other shit on BGOL is fun & funny but it never got me paid.

This thread has made me a lot of money since Feb...so $10 ain't nothing. I'll pay on July 15th @ 11:59pm

 

[Darrkman]

Right now my two big earners have been IPI (+32%) and SWKS (+35%). I have to give props to BGOL and this thread in particular. I would never of known abut IPI if it wasn't for this thread. I have about $900 to play with...any suggestions?

 

[popozudalvr]

Finally read those email from the board honcho, pretty good biz I must say, not sure what membership is to the board is but if you had 10k members & 5k decide to allot $10/y that an easy $50k/yr..I must respect that as a business. All for in truth, posters who build the pages & post & elongate the content & add to the click-thrus $ that might also add to the site revenues. I do suspect the board is big as it has many divisions....as for being here, as of now since i truly have only this thread hot linked, & really do not use this site much I will likely not be a member after 7/15. There is the google backup board, but perhaps it's best for a divergence onto some other locales http://www.marketmillionaires.com/register.php see what you guys think of that site there,,,it's a financial based forum site, I'm not a member but it seem much like any of these forums...let me know, maybe we'll do something there & as well continue the backup on Google...

As for things going on now..I had to dip back into the wayback machine & see some old posts and some of the moves the picks have made...funny to look back & see the reality...

POT 1/18-$122 NOW $230, +88.5%
MOS 1/18-$80 NOW $152, +90.00%
PAL 1/18-$3.76 NOW $5.50, +46.27%(was wayyy higher)
SWC 1/18-$8.13 NOW $10.68,+31.36% (been struggling though)
COIN 1/18-$12.00 NOW $6.72, -77.97% (it still has a shot)
AGU 3/3-$73 NOW $105,+43.83% (likely the best AG upside play)
TITN 3/13-$17 NOW $31, +82% (proud of this one)
GENC 3/26-$18 NOW $13, -38% (ran to $32,then earnings tanked it)
IPI 5/13-$48,NOW $62, +29.16% (not too bad at all)
GEOI 4/1-$15,NOW $22, +46.66%
HOGS 4/1-$10,NOW $12, +20%
CAGC 4/5-2.30, NOW 2.45 +6% (this seems like it should be higher)
CNOA 4/23-1.00 NOW .85 -15% (this one has me lost,..for now)

there are also the OILS & now the COALS....not bad returns if you ask me,,,still i'd prefer palladium prices to be solidified over $500.

6 months into the year, I'll take those returns anytime...

 

[popozudalvr]

Right now my two big earners have been IPI (+32%) and SWKS (+35%). I have to give props to BGOL and this thread in particular. I would never of known abut IPI if it wasn't for this thread. I have about $900 to play with...any suggestions?

got a few .....
HK (PetroHawk) <-probably best bet for $900.00
MEE (Massey Energy)
ANR (Alpha Natural)
PCX (Patriot Coal, this one runs BIG)
JRCC(while PCX runs big, this outperforms IT, lol)
ACI (Arch Coal)
STLD (Steel Dynamics)
GDP (GoodRich Petro)

 

[offwork]

Finally read those email from the board honcho, pretty good biz I must say, not sure what membership is to the board is but if you had 10k members & 5k decide to allot $10/y that an easy $50k/yr..I must respect that as a business. All for in truth, posters who build the pages & post & elongate the content & add to the click-thrus $ that might also add to the site revenues. I do suspect the board is big as it has many divisions....as for being here, as of now since i truly have only this thread hot linked, & really do not use this site much I will likely not be a member after 7/15. There is the google backup board, but perhaps it's best for a divergence onto some other locales http://www.marketmillionaires.com/register.php see what you guys think of that site there,,,it's a financial based forum site, I'm not a member but it seem much like any of these forums...let me know, maybe we'll do something there & as well continue the backup on Google...

As for things going on now..I had to dip back into the wayback machine & see some old posts and some of the moves the picks have made...funny to look back & see the reality...

POT 1/18-$122 NOW $230, +88.5%
MOS 1/18-$80 NOW $152, +90.00%
PAL 1/18-$3.76 NOW $5.50, +46.27%(was wayyy higher)
SWC 1/18-$8.13 NOW $10.68,+31.36% (been struggling though)
COIN 1/18-$12.00 NOW $6.72, -77.97% (it still has a shot)
AGU 3/3-$73 NOW $105,+43.83% (likely the best AG upside play)
TITN 3/13-$17 NOW $31, +82% (proud of this one)
GENC 3/26-$18 NOW $13, -38% (ran to $32,then earnings tanked it)
IPI 5/13-$48,NOW $62, +29.16% (not too bad at all)
GEOI 4/1-$15,NOW $22, +46.66%
HOGS 4/1-$10,NOW $12, +20%
CAGC 4/5-2.30, NOW 2.45 +6% (this seems like it should be higher)
CNOA 4/23-1.00 NOW .85 -15% (this one has me lost,..for now)

there are also the OILS & now the COALS....not bad returns if you ask me,,,still i'd prefer palladium prices to be solidified over $500.

6 months into the year, I'll take those returns anytime...

Man you dont see returns like that even from those people in Black Enterprise(which I subscribe) Gotta love it. I checked out that http://www.marketmillionaires.com/register.php and its looks ripe for the takeover. Even has a chatroom and a stockquoter. I think the BgStockwatch should always exsist but that room doesnt look bad....if you tryn to save $10.

 

[offwork]

http://www.marketmillionaires.com/register.php Just signed up I aint bullshit'n!

 

[popozudalvr]

offwork...
to me most non-true finance magazines tend to more push funds onto thier subscribers, the preach of "empowerment", kind of whittles down to what they're "pushing" and often times you never know why they are pushing it, I'm not a fan of funds & prefer to build my own. I think to grab the broad scope audience you almost have to outlay the simple plays, Equities magazine is another one I've browsed through, some are great for planting an idea, but in the end everyone got to run thier own way..........as for the returns, maybe I've been lucky & ridden some "can't miss" sectors for the global conditions we're living in, but also the research I did, has been to this point spot on. Most would be content w/ 10%-20%, those picks certianly have outperformed most other....still there are those stocks that have run up over 300%..
JRCC/PCX just to name two...

 

[popozudalvr]

Going to take an effort to start & bring about hopefully a new sector play....WIND, very soon the 1st all WIND ETF is being launched. http://www.centredaily.com/business/story/659176.html
So after a few weeks of digging I've come up with a composite list of some of the stocks in this sector. It is growing, by some personal accounts I hear wind farms are popping up...I know Asia & Europe will be at the forefront in use here so some are foreign co's. We all see how Alt Energy runs, how soon before WIND is the new Solar, new Coal, etc...Wind happens to be one/if not the best form or alternate energy.

APWR BWEN MMGW WWEI SATC FPL AETI MIGL VWDRY WFLWF WNEA AMSC AWNE BBWPF CWSI CRPWF CPTC GRH GWDP NCEN WNDEF FAN (ticker of soon to be traded ETF) ****OPTT (not a wind, but ocean power stock)

http://www.forbes.com/afxnewslimited/feeds/afx/2008/06/10/afx5099168.html
AMSC looks like it will be a big dog in the yard
http://www.boston.com/business/technology/articles/2007/03/08/running_with_the_wind/
http://www.renewableenergystocks.com/Companies/RenewableEnergy/Stock_List.asp#Wind_Power


so there you have it .....a new watch list

 

[GetItBoyzINC305]

Whats going on? Im new to this thread. It seems like you guys know what the hell your talking about. I had like 105 shares of Visa but got rid of it cuz I wasnt too sure about it. What do you guys think about it. Some people tell me its suppose to end up better than MC... Also what is good to make descent money off of right now... thanks.

 

[roscoep]

Damn, I get shook cause I lost 30% of my portfolio on one stupid trade (fuck SINO) and now im seeing all the old AG's are flying.... I guess I shouldnt have gotten out as soon as I should have. Im pretty locked in long with PBR and V, I think im ok with those, but its time for me to get back to trading and make some more $$$. So coal is where its at?

 

[Privy]

Excellent thread. Lookin to get into the stock market game but I'm reading up on it first. Looks like ya'll making good returns too.

I'm a college student saving up a few bucks but I need an extra income. Are you guys short-selling or holding these stocks long-term?

 

[consiglere]

Excellent thread. Lookin to get into the stock market game but I'm reading up on it first. Looks like ya'll making good returns too.

I'm a college student saving up a few bucks but I need an extra income. Are you guys short-selling or holding these stocks long-term?

I'm holding long term for now. I'll soon start short-selling and play some options too.

GetitBoyz..

Hold on to your VISA. I'd say if it gets back to the $70s buy some. I got most of mine @ $56. Olympics are coming up and should be good business for VISA.

roscoe...

I lost money on SINO too but hey what can I say..you lose some, you win some.

As for WIND, I dropped APWR a week or two ago. I think they will be big

 

[offwork]

Going to take an effort to start & bring about hopefully a new sector play....WIND, very soon the 1st all WIND ETF is being launched. http://www.centredaily.com/business/story/659176.html
So after a few weeks of digging I've come up with a composite list of some of the stocks in this sector. It is growing, by some personal accounts I hear wind farms are popping up...I know Asia & Europe will be at the forefront in use here so some are foreign co's. We all see how Alt Energy runs, how soon before WIND is the new Solar, new Coal, etc...Wind happens to be one/if not the best form or alternate energy.

APWR BWEN MMGW WWEI SATC FPL AETI MIGL VWDRY WFLWF WNEA AMSC AWNE BBWPF CWSI CRPWF CPTC GRH GWDP NCEN WNDEF FAN (ticker of soon to be traded ETF) ****OPTT (not a wind, but ocean power stock)

http://www.forbes.com/afxnewslimited/feeds/afx/2008/06/10/afx5099168.html
AMSC looks like it will be a big dog in the yard
http://www.boston.com/business/technology/articles/2007/03/08/running_with_the_wind/
http://www.renewableenergystocks.com/Companies/RenewableEnergy/Stock_List.asp#Wind_Power


so there you have it .....a new watch list

Good lokin out PoPo! Imgonna read thses links and play these coals right now. TITN over $32

 

[offwork]

Picked up some HK at $38. Still holding COIN COINZ TITN and CNOA. Bought CAGC @2.05 sold at 2.40. Profits about to start shifting into coal plays.

 

[popozudalvr]

haha i picked up HK as well today....looking hard at AMSC & APWR...i think AMSC is a possible double, its market cap is only $2B, they just did a $450M deal...COAL is hetting hot right now...they taking off... JRCC/ANR/PCX/MEE

it's expiry week & we have out 1st BIG mover..

HK 40 Call, yesterday .15, to day .90 -------500%

 

[offwork]

haha i picked up HK as well today....looking hard at AMSC & APWR...i think AMSC is a possible double, its market cap is only $2B, they just did a $450M deal...COAL is hetting hot right now...they taking off... JRCC/ANR/PCX/MEE

it's expiry week & we have out 1st BIG mover..

HK 40 Call, yesterday .15, to day .90 -------500%

D d d d did you say double? Man I could use a double. I see coal is in super mode. Gonna be a good summer I hope.

 

[consiglere]

Newbie question here but I need some help with trading options.

Let's say I want to buy $35 June call of HK which is currently trading at $4.10 and I chose to buy one contract ($410).

Now, with HK currently trading at $39-40. How much can I make if I chose to exercise my one contract option before the June 20th as opposed to letting it expire on June 20th?

I know that by June 20th, if the price of HK falls below $35, then the maximum amount I can lose is $410. Thanks

 

[popozudalvr]

here's the thing, most option traders TRADE options they do not ecercise them, in you example you're excercising it,..so you will buy the call at your 4.10,pay $410, then you're excercisng it meaning you're going to decide to purchase 100 shares of HK @ 35, $3500...so you've paid in total $3910 to buy 100 shares......instead you could buy the 35 Call & sell it back & make a profit. Calls increase as the stock increase & if you buy "deep in the money" calls then all you're lloking for is a bump in the stock price & u sell and make 10-40% easy,,or opposite if your on the put side

Like today, the 40 calls, were going for .15c yesterday today they are 1.05 & were as high as 1.45,,,,to massive gains there today on HK, can't get gains like that on the stock..+866% from .15 to 1.45


BTW check out the sentiment on HK
http://www.smartmoney.com/eqsnaps/index.cfm?story=ratings&symbol=HK

 

[456.North.side]

NICE MOVE POPO! had to yell that shiit lol i cant wait to get back in trying to lock in a car and im back

 

[sherminator]

nice drop i have practiacally spend the better part of the day reading this thread way tooo much info i can't begin to thank the ones woh have asked many of the questions that i wondered or droped tips on stocks thanks to the whole bgol family who have put a brother on some knowledge

 

[456.North.side]

good to have you new guys like sherm etc, its the questions and the pros that keep it going. Im a newbie like a lot of guys here but the pros help us all learn through their expertise. I think it will live past the cut off for donors butwe have stockwatch regardless.

 

[popozudalvr]

Allright,,,nailed some losers in C, MS & FDX & FITB to the wall. No way earnings on FDX could have been good ( they have too many damn planes,lol). As a result, AGs/Nat GAs/Coals will rally, MEtals up big already...Palladium @ 464.

HK with some heave pre market action +1.00 or so, $41.30 now.
Hang in there guys, hope you're making solid gains,..I have stock & calls on HK, & the Calls are making more than the stock, even tho the stock cost me a ton more lol...thats why i advise all to learn options...

 

[offwork]

Allright,,,nailed some losers in C, MS & FDX & FITB to the wall. No way earnings on FDX could have been good ( they have too many damn planes,lol). As a result, AGs/Nat GAs/Coals will rally, MEtals up big already...Palladium @ 464.

HK with some heave pre market action +1.00 or so, $41.30 now.
Hang in there guys, hope you're making solid gains,..I have stock & calls on HK, & the Calls are making more than the stock, even tho the stock cost me a ton more lol...thats why i advise all to learn options...

Im gonna hang in there HK looks good. Took profits on COINZ & COIN. Thinking of pickingup 150 shares ICO...what do you think Or is JRCC or AMSC mo' betta?

Also reading Scottrade education center to see how options work over there right now

Peace

 

[popozudalvr]

JRCC....ALL THE WAY , #1 Coal Play

 

[roscoep]

I got back into some trading and am doing quiet nicely.

BDCO looks like its going to be good. Check the news on their site, with the Bush conference about offshore oil, this stock could be back to where it was in 2005 @ $8-9. Im in at $2.12