Archive for the 'Investing Strategies' Category

Jan-29th-2012

Investing in Macy's (M)?

I have recently invested (U.S Market) few thousand dollars on Macy’s using the covered call strategy:

I bought the stocks at 30.80, was renting INT at 30 Strike at 1.75, but now have decided to roll up to the Feb12 35 Call at .19, which is OTM. Overall it only cost 2.25 to evict the tenant.

I am not as experienced as many others, so my confidence does waver. Regardless of my own research on the stock, which seems to be going strong i.e. going by basic and technical analysis,, my analytical skills are still very much in development. I am yet to learn many of the finer points of spotting a good investment and in determining the direction a particular investment stock is heading.

So, I would kindly request any more experienced investors here to share their opinion on where this stock is headed, how you would come to that conclusion and further offer any knowledge which might be of assistance in my learning process. Pointers, good advice, tricks of he trade and so on.

I’m very excited, having discovered this passions for stocks.

Kindest Regards – Dave
@dm_dragons That’s some valuable information there, thank you. There’s a lot to learn here. I’m not really asking for brokerage advice. but rather, I’m asking for ‘general’ advice, which may help me to determine the future position of any stock. I don’t mean heads and and shoulders, top/bottom reversals and all that, I mean less obvious things which may not be common knowledge.

Jan-28th-2012

Where to open my Roth IRA?

I am 26 years old, debt free, with good emergency fund. I would like to star my ROTH IRA for retirement however i am not very familiar with investing and strategies so i will need someone to manage it for me. Where should i do that? What is the best company to that at? I am located in Sacramento CA. Thanks For your help
If i was to open Roth IRA for me and max it up K at Charles Schwab, Fidelity Investments, Ameritrade, T Rowe Price etc. How much on avarage they will charge me a year for their services?

Jan-22nd-2012

Optimizing Value Investing?

Every one agree with me that Value Investing is the winner.
We can see so many winners who practiced and benefited with value investing(Warren buffet, Benjamin graham, Templeton, Fisher etc)

But my question is how to optimize it?

1) VALUE COST AVERAGING is better than dollar cost averaging, can we club this strategy with value investing?

2) BUY ON DIPS is a great strategy, how to mix this with value investing?

3) REBALANCING worked well. How we can mix this value investing?

4) POSITION SIZING

My question is not how to do value investing.
My question is how to club 1 or 3 best strategies which worked well in the past?
Did you tried them? Do you have backtest results?

Jan-22nd-2012

Optimizing Value Investing?

Every one agree with me that Value Investing is the winner.
We can see so many winners who practiced and benefited with value investing(Warren buffet, Benjamin graham, Templeton, Fisher etc)

But my question is how to optimize it?

1) VALUE COST AVERAGING is better than dollar cost averaging, can we club this strategy with value investing?

2) BUY ON DIPS is a great strategy, how to mix this with value investing?

3) REBALANCING worked well. How we can mix this value investing?

4) POSITION SIZING

My question is not how to do value investing.
My question is how to club 1 or 3 best strategies which worked well in the past?
Did you tried them? Do you have backtest results?

Jan-12th-2012

Can those Internet topics really make's us rich as they are telling us.?

Those topics on Forbes, Msn and other big business, money companies tweeting on twitter also and lots of other websites which are telling us the top 10 investing strategies, And how to be wealthy and rich in 10 steps. Are these true ?

Can they really make us rich as they are telling us. I don’t think so because i only think they want to make money out of it,
Because i don’t think that Warren Buffet or Donald Trumph, Mark Zuckerberg are reading these topics everyday so they got to reach the place they are in now.

What do you think of this, ?

Thank You

Jan-8th-2012

Do you have a good financial strategy you'd like to share?

I’m currently implementing the Dogs of the Dow strategy and fundx.com (found from Herbert Financial newsletter tracker) strategy on my portfolio. I’m also thinking about tracking most pick guru stocks on GuruFocus.com.
Anybody have other proven or speculative investing strategies?

Jan-7th-2012

Invest like Warren Buffet today?

So, we all know how Mr. Buffet made his billions. But how applicable are his value investing strategies today? Could someone today start with say ,000 and invest in the same philosophy and grow his money plant to great heights? Or is the world just too unwelcoming and the barriers of entry are just too high?

Jan-4th-2012

Short Term Investing Competition?

Well, I am a 16 year old boy in high school who is about to join the stock market club. One of the primary activities taken by the club is a bi-annual stock competition take takes place over 2 months, once in the fall, and once in the winter. This club is known for producing excellent results, and last year produced national champions.

Obviously I want to do well. However, as all of you long term value investors can tell, 2 months is an exceedingly short time. One cannot effectively INVEST in such a time frame.

So what is ones alternatives in this situation? The best on can do is day/swing trading and speculations, as well as responding to business news about any companies that are doing well/doing poorly.

Also, what about analyst calls. I do not have much faith in them, but they do produce a noticeable short term movement in a companies stock price that a trader can exploit right? If so and so says X company is doing good, then maybe for today and tomorrow the price of ts stock will rise maybe 5-10%. A person might simply jump along the bag-wagon and sell for a slight profit. Is this a viable strategy? Guess I should start watching BNN.

Anyway, what are you opinions/suggestions on what I can do in this situation? The competition doesnt begin in a couple of weeks and the only financial instruments I can use are stocks and put/sell options, as well as I am allowed to short sell. No leverage. American and Canadian companies only. Also, no ETF"s or mutual funds.

Thank you

-Karmo

Dec-28th-2011

Would investing in the stock market be a good idea for a 15 yr old boy?

ok im 15 years old need to start saving up money for a motorcycle and can’t find a job so I have a spare 0 that i can put in the stock market but I don’t know what stocks and what the initial cost of buying a stock broker would be from places like e trade and what good penny stocks that I could take out in like 6 months when i need to buy some gear and the bike…any strategy’s would be great or advice whether i should or not invest

Dec-27th-2011

Legal ramifications of starting an investment advisory?

I am a dual masters student (MBA and MSc. in Financial risk strategy) at a leading business school. Several friends and I invest independently in equities and options, and have received many requests to invest on behalf of friends.

We would like to start a small investment management service, where we would set up a company trading account, deposit ours and our clients money to the account, and trade on behalf of ourselves and our clients. What are the steps that we need to take to do this legally? Do we need to register with the SEC as advisors? Do we need Series 7 certification?

Any knowledge would be greatly appreciated.

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