Money Investing megathread extravaganza - Page 36

**DaFace** · 06:35 PM

A place to talk about investing stuff.

**Buehler445** · 01-09-2017, 10:26 AM

Quote:

Originally Posted by lewdog

Any recommendations for sectors that lagged in 2016 and can be used for increasing what could be minimal gains in 2017?

Quote:

Originally Posted by ghak99

Are you looking for a play on a deregulation move?

It's been on my mind, but I've been too busy to find something to get into.

I'd say oil companies would be a good idea. EPA chief is an oil man, so one could anticipate better regulations there as well as after that big of a break in the oil price, surely there will be some sort of retracement up anyway. Maybe not.

And do the math, if my stupid ass can see it everyone else can too.

EDIT: I'd GTFO of any health care stocks. Maybe not pharmaceuticals, but certainly health care and health insurance stocks. If Obamacare gets repealed, it may be UGLY.

Nightfyre · 01-09-2017, 10:37 AM

Quote:

Originally Posted by Buehler445

I'd say oil companies would be a good idea. EPA chief is an oil man, so one could anticipate better regulations there as well as after that big of a break in the oil price, surely there will be some sort of retracement up anyway. Maybe not.

And do the math, if my stupid ass can see it everyone else can too.

EDIT: I'd GTFO of any health care stocks. Maybe not pharmaceuticals, but certainly health care and health insurance stocks. If Obamacare gets repealed, it may be UGLY.

I tend to agree on the oil stocks. XOM is down a fair bit off it's recent highs and you know those former executives take care of their old companies.

Health insurance is interesting. I guess I tend to think that every time the insurance companies get a chance to lobby, they twist the legislation to make them money and the cost of health care rises. I am pretty cynical though.

scho63 · 01-09-2017, 11:13 AM

Quote:

Originally Posted by Nightfyre

You can purchase calls and puts. You cannot SELL naked options, which I don't do.

There is no option buying allowed, I meant to say no open contracts of any type.

You cannot even do covered calls

scho63 · 01-09-2017, 11:18 AM

Quote:

Originally Posted by lewdog

Any recommendations for sectors that lagged in 2016 and can be used for increasing what could be minimal gains in 2017?

I'll agree with the few posters who said energy. I also think biotech and pharma will do better as they have been beat up pretty bad.

I think home builders will do better in the next 4 years

Nightfyre · 01-09-2017, 11:52 AM

Quote:

Originally Posted by scho63

There is no option buying allowed, I meant to say no open contracts of any type.

You cannot even do covered calls

Yes, you can. You cannot sell naked puts or calls, because the unlimited potential for loss constitutes indirect borrowing from the IRA, which is a prohibited transaction.

When you purchase puts and calls, you have a limited potential loss of your initial investment.

Halfcan · 01-09-2017, 12:04 PM

Quote:

Originally Posted by Buehler445

I'd say oil companies would be a good idea. EPA chief is an oil man, so one could anticipate better regulations there as well as after that big of a break in the oil price, surely there will be some sort of retracement up anyway. Maybe not.

And do the math, if my stupid ass can see it everyone else can too.

EDIT: I'd GTFO of any health care stocks. Maybe not pharmaceuticals, but certainly health care and health insurance stocks. If Obamacare gets repealed, it may be UGLY.

My oil stocks were dividend super stars for a few years-then when the price of oil dropped-all went bankrupt. i dumped all my positions while they were still worth something and put the money into Pfizer.

I still get junk mail from the oil companies as they are working their way through Chapter 11. You can pick up Linn Energy-once a $30.00 dividend paying stock-for pennies now. Might be a good play if you can wait 10 years-and If they ever make a profit again.

Fracking laws will be tougher this time around for any kind of new American oil boom. Good luck.

Abba-Dabba · 01-09-2017, 12:16 PM

Quote:

Originally Posted by scho63

I call BS on this as naked option trading is not an allowed investment option for retirement accounts of any kind.

Any positions you want to share?

Doing any calls on banks this week.

I have 100, 23 calls on BAC till the 27th. I'm thinking I will probably be out of them by close on friday.

**Buehler445** · 01-09-2017, 01:15 PM

Quote:

Originally Posted by Halfcan

My oil stocks were dividend super stars for a few years-then when the price of oil dropped-all went bankrupt. i dumped all my positions while they were still worth something and put the money into Pfizer.

I still get junk mail from the oil companies as they are working their way through Chapter 11. You can pick up Linn Energy-once a $30.00 dividend paying stock-for pennies now. Might be a good play if you can wait 10 years-and If they ever make a profit again.

Fracking laws will be tougher this time around for any kind of new American oil boom. Good luck.

Meh,

Looks to me like oil is on the recovery some, There ought to be some values out there.

scho63 · 01-09-2017, 01:41 PM

Quote:

Originally Posted by RubberSponge

Any positions you want to share?

Doing any calls on banks this week.

I have 100, 23 calls on BAC till the 27th. I'm thinking I will probably be out of them by close on friday.

Not this week. I screwed up and missed TSLA. Wanted to jump in over a week ago and stock just keeps chugging higher.

I need to find a few goodies to look at.

I'm not big of bank stocks but they certainly will benefit from Trump and rising rates.

Do you ever buy any LEAPS?

ghak99 · 01-09-2017, 01:45 PM

Quote:

Originally Posted by Buehler445

I'd say oil companies would be a good idea. EPA chief is an oil man, so one could anticipate better regulations there as well as after that big of a break in the oil price, surely there will be some sort of retracement up anyway. Maybe not.

And do the math, if my stupid ass can see it everyone else can too.

EDIT: I'd GTFO of any health care stocks. Maybe not pharmaceuticals, but certainly health care and health insurance stocks. If Obamacare gets repealed, it may be UGLY.

I agree, but I got lucky and cashed in on KMI in '16, so I'm a bit afraid the gambling gods would bitch slap me for getting greedy and trying to double dip on oil.

Abba-Dabba · 01-09-2017, 03:43 PM

Quote:

Originally Posted by scho63

Not this week. I screwed up and missed TSLA. Wanted to jump in over a week ago and stock just keeps chugging higher.

I need to find a few goodies to look at.

I'm not big of bank stocks but they certainly will benefit from Trump and rising rates.

Do you ever buy any LEAPS?

Don't worry about the money you didn't make. I scoped out NVDA 6 months ago and didn't put in a dime. Dumb. Have to move on.

I try to stay away from long options as much as I can. I am not a big fan of having a significant amount of money tied up for a long period of time without a dividend. Having said that, they definitely have there place to make money. Been looking long call options on MU at 25 but have not pulled the trigger.

**lewdog** · 01-09-2017, 05:38 PM

Quote:

Originally Posted by Nightfyre

Yes, you can. You cannot sell naked puts or calls, because the unlimited potential for loss constitutes indirect borrowing from the IRA, which is a prohibited transaction.

When you purchase puts and calls, you have a limited potential loss of your initial investment.

IRA OR ROTH?

I have no such options for individual trades in my ROTH that I can tell. Just mutual funds and indexes.

**lewdog** · 01-09-2017, 05:40 PM

Some mentioned healthcare and it's actually an area that was fairly stable in 2016 and lagged a bit IMO. Still 20-30% down from its peak in 2015 in many areas.

scho63 · 01-09-2017, 05:46 PM

Quote:

Originally Posted by RubberSponge

Don't worry about the money you didn't make. I scoped out NVDA 6 months ago and didn't put in a dime. Dumb. Have to move on.

I try to stay away from long options as much as I can. I am not a big fan of having a significant amount of money tied up for a long period of time without a dividend. Having said that, they definitely have there place to make money. Been looking long call options on MU at 25 but have not pulled the trigger.

What I like about some longer term options is when I'm certain a stock is ready for a move up but timing is suspect. So if I can buy an option on a high priced stock and get some decent leverage, I'll buy 5-10 of them.

**lewdog** · 01-09-2017, 06:00 PM

Quote:

Originally Posted by RubberSponge

Don't worry about the money you didn't make. I scoped out NVDA 6 months ago and didn't put in a dime. Dumb. Have to move on.

I try to stay away from long options as much as I can. I am not a big fan of having a significant amount of money tied up for a long period of time without a dividend. Having said that, they definitely have there place to make money. Been looking long call options on MU at 25 but have not pulled the trigger.

So you rather take minimal capital into a low cost stock that has a chance to increase greatly percentage wise in the short term? More speculating than investing as some would say?

Can also be a risky play as many of those companies have high volatility. If this is your strategy, where do you research most of these companies.

06-27-2016, 11:23 AM
DaFace Kind of a mod Join Date: Aug 2005 Location: Donkey Land Casino cash: $-1643101	Investing megathread extravaganza A place to talk about investing stuff. Last edited by DaFace; 02-19-2021 at 06:35 PM..
Posts: 53,117

01-09-2017, 05:40 PM	#538
lewdog Mod Team Join Date: Sep 2011 Location: Valley of the hot as **** Casino cash: $-1348100	Some mentioned healthcare and it's actually an area that was fairly stable in 2016 and lagged a bit IMO. Still 20-30% down from its peak in 2015 in many areas.
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