Your can't miss making money in 2014 if you do this thread.

[badcompany]

Originally Posted by badcompany

A momentum stock like NFLX wasn't gonna get out of a shakeout like this unscathed. Usually the stocks that had the biggest rises take the biggest falls.

One the stocks I listed, here, PPG, reports before the bell, tomorrow. I've had it for about two years. 2013 was great; 2014, eh.

It's @180, down from 210. Should be interesting.

Deceptively strong day, today. PPG beat earnings but missed on revenue. Stock was down almost 5% in the pre-market but ended the day up.

[badcompany]

I found this interesting, as well. SXL, an oil refinery absolutely fell off a cliff during this downturn, but in the last two days came back almost all the way.

To me, that's bullish: a fast, severe shakeout to get rid of weak hands, then a quick comeback, not allowing traders to get in at the bargain price.

[_______]

All the refiners got significantly oversold. Even if you believed oil was heading below $70, that doesn't really impact a company that processes the commodity and then sells the end product. Lower demand worldwide doesn't matter to a domestic company like SXL. So long as you believe demand is stable/increasing domestically there was no reason for the refiners (or pipelines) to sell off.

I think the bigger impact on Gulf Coast refiners going forward is the narrowing of the WTI/Brent spread. If that holds and isn't a blip their margins will narrow.

[badcompany]

Originally Posted by ReplayRandall

I believe without a shadow of doubt that the wisest of investors know when to sell and take profit. It is better to be out of the market 6 months too soon, than to be in the market one minute too late. Therefore, I highly suggest the time to sell and get out is now, as October will be one of the worst months in the last 5 years. Come back to this thread Nov.1st and see the results of the market correction after the FED finally gives up.

As of the close today Sept.30th, S&P: 1972....Dow:17,029....Nasdaq:4493

Dow 17390

S&P 2018

Nas 4630

Now, how do we rate RR's call?

First, I give him credit for putting himself out there and taking a stand, and for contributing to the board.

The call itself is interesting. It started out looking like a truly great call; yet here we are at the end of the month with the indexes all up over 3%.

There's a Horseracing analogy for everything and this is no exception:

The call was like a horse that blasted out of the gate, immediately took control of the race, and at the half way mark had a five length lead. Then, suddenly, the horse's stride started to shorten and the field began to catch up, and before long, the lead was gone. The horse limped home and finished out of the money.

It's happened to all of us.

[Tape Reader]

Originally Posted by badcompany

Now, how do we rate RR's call?

I have a suspicion that he may make the same call for November as he did for October. I would/will.

P.S. congratulations to ReplayRandall, great call.

[ReplayRandall]

Originally Posted by ReplayRandall

I have taken the time to read every post on this thread from the beginning, absorbing the "nuggets" of wise investment choices and some not so wise. I truly have respect for each and every one of you, as you put your heart, soul, mind and money into what you believe and have researched. I have a very short opinion I would like to give at this time.

I believe without a shadow of doubt that the wisest of investors know when to sell and take profit. It is better to be out of the market 6 months too soon, than to be in the market one minute too late. Therefore, I highly suggest the time to sell and get out is now, as October will be one of the worst months in the last 5 years. Come back to this thread Nov.1st and see the results of the market correction after the FED finally gives up.

As of the close today Sept.30th, S&P: 1972....Dow:17,029....Nasdaq:4493

As of the close today Oct.31th, S&P: 2018....Dow:17,390....Nasdaq:4630


I'll make this short.......Looked "golden" thru Oct. 15th, made money on the shorts and gave 2/3rd's back on the straight line "V" pattern, thinking it was just a small buyback on the bounce. Oh well, the market storms back and actually shows a positive across the board for Oct........The market always manages to keep me humble, as I am still out and think there's another 5% minimum drop before Thanksgiving...........more humble pie with my turkey leg, please.

[badcompany]

That's it for 2014.

S&P finishes with an 11.4% gain.

Good luck in 2015!

[_______]

Congratulations to reckless who finished with the best overall return. He more than doubled the SP 500's return. badcompany also beat the index and additionally was the only one with 4 winners. HPQ was the best overall pick while plainolebill and I hang our heads in shame with the worst picks.

Thanks to all for participating.



_______:

1.0 SBND @ 10.54 5.01 52.47%

lamboguy:

.25 KLNDF @ 1.52 1.68 10.53%
.25 CORVF @ 1.09 0.82 24.77%
.25 FNV @ 40.74 49.19 20.74%
.25 SAND @ 4.27 3.40 20.38%

overall 3.47%

reckless:

.25 HPQ @ 27.98 40.13 43.42%
.25 LO@ 50.68 62.94 24.19%
.25 AAPL @ 561.02 772.66 37.72%
short .25 BHI @ 55.26 56.07 1.47%

overall 25.97%

bad company:

.25 CERN @ 55.74 64.67 16.02%
.25 NEU @ 334.15 403.53 20.76%
.25 PPG @ 189.66 231.15 21.88%
.25 MTD @ 242.59 302.46 24.68%

overall 20.84%

plainolebill:

1 GUKYF @ 2.90 1.00 65.51%

[plainolebill]

Well GUKYF was a longshot but ISIS invading Iraq and threatening Kurdistan didn't help much. Better luck next year Bill.

[sammy the sage]

just for the record...

http://finance.yahoo.com/echarts?s=S...22linear%22%7D

[badcompany]

Originally Posted by sammy the sage

just for the record...

http://finance.yahoo.com/echarts?s=S...22linear%22%7D

Skiing anyone.

[badcompany]

Congrats Reckless. I never would've had HPQ. I was very down on that company, still am. You just never know some times.

That said, I'm pretty happy with my performance and have no intention of selling any of those stocks unless something changes dramatically. Of course, the market is like Horseracing. Even when you have a good day/year you always think you could've done better.

[_______]

Reckless earned the win with his great picks but having 4 of 4 all beat the S and P 500 was pretty impressive on its own.

[_______]

Originally Posted by badcompany

Skiing anyone.

That looks like a beginner slope but felt like falling off a cliff in slow motion.

[badcompany]

Originally Posted by _______

That looks like a beginner slope but felt like falling off a cliff in slow motion.

I hope you got out before too much pain was suffered.