ZPOST
BMW Garage BMW Meets Register Today's Posts


Go Back   ZPOST > BIMMERPOST Universal Forums > Off-Topic Discussions Board
  TireRack

SUPPORT ZPOST BY DOING YOUR TIRERACK SHOPPING FROM THIS BANNER, THANKS!
Post Reply
 
Thread Tools Search this Thread
      12-29-2014, 07:05 PM   #4709
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Quote:
Originally Posted by NemesisX View Post
With any luck we'll see a rebound to all time highs at ~$40/share and you can start a new campaign - AMD for Fer-ra-ri
LOL.
My wife is extremely unhappy with the AMD for AMG going bust this year.
I am also trying to make a new campaign called buy a "2014/5 Porsche GT3 for $2500 w/ RSH CALL" .

The inverse oil etf (now mainly mixed with -1,-2,-3x inv) is all going into savings.

I got the AMD around 2012 when it was about 2.50/sr. Sold it about 12mo later for 4.30ish. Sweeter part is, it is capital gains taxes!

I still think hitting 12/sr for AMD is totally possible with the seamicro servers. AMD recently hired former DELL executives as well.

Rory Reed (former CEO) tried very best coming from Lenovo, but didn't work out. I think Lisa Su is the future. I've heard every conference call since 2012, and Lisa (when she was COO) was smarter than the CFO and CEO combined.


http://i60.tinypic.com/15qr9t2.jpg
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      12-30-2014, 05:12 AM   #4710
deeLow
DOPE
deeLow's Avatar
148
Rep
758
Posts

Drives: F80
Join Date: Jan 2014
Location: Earth

iTrader: (2)

Hmm, you've got me thinking about hopping in on something.

While I do believe AMD is in major trouble with the PC industry, I believe they can make a strong comeback on the tail of gaming consoles. I think I might jump in later in the morning depending on anything else I might find.

I'm not really sure how to take this new news of Su's stock option restructuring.
Appreciate 0
      12-30-2014, 11:44 AM   #4711
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

AMD needs something big to get it out of this slump. I do like the heavy volume from July though. I'll watch for it to consistently rally before entering a long.
Appreciate 0
      12-30-2014, 01:27 PM   #4712
deeLow
DOPE
deeLow's Avatar
148
Rep
758
Posts

Drives: F80
Join Date: Jan 2014
Location: Earth

iTrader: (2)

Quote:
Originally Posted by F1Venom
AMD needs something big to get it out of this slump. I do like the heavy volume from July though. I'll watch for it to consistently rally before entering a long.
Yea, that's why I'm still sitting out. Looks like shares are holding steady at 2.6x, looking for more stability or a drop to 2.4/5 before I enter.

Also waiting to see how the gaming industry fared this holiday to further tell how AMD did regarding sales.
Appreciate 0
      12-30-2014, 03:01 PM   #4713
NemesisX
Captain
317
Rep
905
Posts

Drives: '19 Infiniti Q60S
Join Date: Jul 2009
Location: TX

iTrader: (0)

Quote:
Originally Posted by MrPrena View Post
LOL.
My wife is extremely unhappy with the AMD for AMG going bust this year.
I am also trying to make a new campaign called buy a "2014/5 Porsche GT3 for $2500 w/ RSH CALL" .

The inverse oil etf (now mainly mixed with -1,-2,-3x inv) is all going into savings.

I got the AMD around 2012 when it was about 2.50/sr. Sold it about 12mo later for 4.30ish. Sweeter part is, it is capital gains taxes!

I still think hitting 12/sr for AMD is totally possible with the seamicro servers. AMD recently hired former DELL executives as well.

Rory Reed (former CEO) tried very best coming from Lenovo, but didn't work out. I think Lisa Su is the future. I've heard every conference call since 2012, and Lisa (when she was COO) was smarter than the CFO and CEO combined.


http://i60.tinypic.com/15qr9t2.jpg
Lucky! I completely missed the boat on the inverse oil ETFs
Appreciate 0
      12-30-2014, 05:35 PM   #4714
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

Nice day for the metals and miners today, let's hope the trend continues.
Any thoughts on what the market will do in January? Last year it sold off.
I also have 2140 SPX as the top, which is 50 or so pts off the current highs.
Appreciate 0
      12-30-2014, 07:56 PM   #4715
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Quote:
Originally Posted by NemesisX View Post
Lucky! I completely missed the boat on the inverse oil ETFs
Well, when the oil is beat up , we can always go long and pick up about 33%.

I know 25% isn't much, but we can always mix it up with +2x

I think Crude Oil will probably rebound to 65+ during summer. I just hope it will fall down to 45ish this winter.
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      12-30-2014, 11:10 PM   #4716
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

Just saw gas for $1.68 here in St. Louis. Can't wait to go long /CL on the rebound.
Appreciate 0
      12-30-2014, 11:48 PM   #4717
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Lots of people are starting to go LONG on Crude Oil right now (won't mention name of the firm). I would not yet do that.
Too many shalers in US right now. One of the guy I know is a truck driver for shaler, and they are working around the clock, Overtime, and constantly hiring right now. It was little surprising to see that even at < 55/barrel.

This is ONLY a flexing our muscle. Wait till we go full blown pumping.
Normally, we can say Crude will rebound upto 85ish, but I only see upto high 60s this time due to excessive change in supply.

Shale Shale Shale!


http://finance.yahoo.com/news/oil-se...023148112.html
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      12-31-2014, 11:02 AM   #4718
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

Ugh, metals are hurting today. I wouldn't be too surprised if they set new lows early next year. I'm glad I'm not too heavy on the calls, but I should've taken profits when I was holding baggers.
Appreciate 0
      12-31-2014, 02:41 PM   #4719
gatorfast
Major General
gatorfast's Avatar
United_States
4998
Rep
6,863
Posts

Drives: 718 Cayman
Join Date: Jan 2008
Location: SoFla

iTrader: (4)

Where has Macht been? Havent heard his thoughts on the market in a while.
Appreciate 0
      12-31-2014, 02:46 PM   #4720
PSUSMU
Captain
95
Rep
985
Posts

Drives: 2008 Porsche 911 Carrera S
Join Date: Jun 2012
Location: Falls Church/Merrifield, VA

iTrader: (3)

Quote:
Originally Posted by gatorfast View Post
Where has Macht been? Havent heard his thoughts on the market in a while.
Retired.
__________________
RSI, LLC | Fender Rolling | Suspension | Engine | Other Stuff
Appreciate 0
      12-31-2014, 03:55 PM   #4721
deeLow
DOPE
deeLow's Avatar
148
Rep
758
Posts

Drives: F80
Join Date: Jan 2014
Location: Earth

iTrader: (2)

Quote:
Originally Posted by PSUSMU
Quote:
Originally Posted by gatorfast View Post
Where has Macht been? Havent heard his thoughts on the market in a while.
Retired.
That's unfortunate.
Appreciate 0
      01-06-2015, 10:13 PM   #4722
roastbeef
Lieutenant General
roastbeef's Avatar
United_States
11586
Rep
12,726
Posts

Drives: E92 M3
Join Date: Nov 2010
Location: Orange County, CA

iTrader: (4)

whats everyone's take on investing in oil?
__________________
Instagram; @roastbeefmike
Appreciate 0
      01-06-2015, 10:15 PM   #4723
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

Anyone besides me long NUGT, SLV and NEM?
Appreciate 0
      01-06-2015, 11:05 PM   #4724
NemesisX
Captain
317
Rep
905
Posts

Drives: '19 Infiniti Q60S
Join Date: Jul 2009
Location: TX

iTrader: (0)

Brutal start to January. The bulk of my money is in SPY. Already down nearly 5% for the month
Appreciate 0
      01-06-2015, 11:05 PM   #4725
NemesisX
Captain
317
Rep
905
Posts

Drives: '19 Infiniti Q60S
Join Date: Jul 2009
Location: TX

iTrader: (0)

Quote:
Originally Posted by roastbeef View Post
whats everyone's take on investing in oil?
Try and guess the bottom and buy low. Easier said than done
Appreciate 0
      01-06-2015, 11:32 PM   #4726
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

Quote:
Originally Posted by NemesisX
Quote:
Originally Posted by roastbeef View Post
whats everyone's take on investing in oil?
Try and guess the bottom and buy low. Easier said than done
Well the trend has been to buy at the first strong green day off lows which come after sell-offs like this.
Appreciate 0
      01-06-2015, 11:32 PM   #4727
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Quote:
Originally Posted by roastbeef View Post
whats everyone's take on investing in oil?
Quote:
Originally Posted by NemesisX View Post
Try and guess the bottom and buy low. Easier said than done
I am about to "change" all to -1x now. (majority are all -1x now)
Then, I am going to wach on sideline when it hits 45ish or lower.
After that, i will go long with combo of +1,2,3x ETF.

Gonna play it safer on guessing the bottom. I am not going to be greedy and find the relative minimum point on oil.
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      01-06-2015, 11:37 PM   #4728
F1Venom
Banned
73
Rep
961
Posts

Drives: ZCP E90 M3
Join Date: Apr 2013
Location: USA

iTrader: (0)

Don't even bother with worrying about the bottom. I'll just go long when it enters an uptrend.
Appreciate 0
      01-06-2015, 11:53 PM   #4729
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Speaking of guessing the bottom, I get 3 all retarded answer from top ANALylist and Energy Economist.

1. Energy economist that I know (which I think he is still stupid) thinks that stupid oil will hit 100+ this summer, because of excessive MS and other countries excessive QEing, and falling currencies relative to USD.
*Waste of time listening to this clown*

2. Two ANALysts from a place I use to work thinks he will hit about $39 US Crude (not brent), but it will go up to 80s.
*I agree upto MAYBE 39, but high80s on summer is even bigger maybe.

This year's oil prediction will be one of the hardest. I would like to factor in the Chinese production and auto and durable as well.
One main scenerio which I think oil MIGHT hit 80s, is that some of the oil producing companies/countries just couldn't pump more at price where it is at.

we still have too many
"Shale Shale Shale!"
"OT OT OT!"
"Now hiring at oil transport!"

@49/barrel
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
      01-07-2015, 03:16 AM   #4730
MrPrena
Captain
MrPrena's Avatar
United_States
1588
Rep
803
Posts

Drives: BMW Hyundai Nissan
Join Date: Jan 2014
Location: TB

iTrader: (0)

Interesting.....

http://247wallst.com/energy-business...falling-to-30/
__________________
Beware of Jeff Oliver the fraud at Highland Expedition Outfitters (aka HEO or HEOutfitters) located in Cosby TN.
Appreciate 0
Post Reply

Bookmarks


Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off



All times are GMT -5. The time now is 02:05 AM.




zpost
Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
1Addicts.com, BIMMERPOST.com, E90Post.com, F30Post.com, M3Post.com, ZPost.com, 5Post.com, 6Post.com, 7Post.com, XBimmers.com logo and trademark are properties of BIMMERPOST