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dilleet,
Have you put your money where your mouth is? Have you sold any of your DRIPS and bought google?
Dilleet,
That is what tarmar said he was looking for. Go back and read his post here. I've made over 20% in a half dozen metal miners in the last month.
Feet......clay.
http://www.investorshub.com/boards/read_msg.asp?message_id=9518172
Good luck tarmar
I think that is a lot of risk for 10% or so. Hope it happens soon for you.
SLW - yeah, glad I kept 1/2 :).
I'll look to re-enter NG at some point - like it, but it looked tired to me. Also glad I kept all of Yamana.
Sold 1/2 NG, 1/2 GRS and 1/2 SLW
January 2006
As of the close tonight, I am holding
47% miners (gold, silver, moly and PGM)
24.4% AAPL
3.6% other tech
12.5% energy
12.5% cash
No physical anything, except for the physical house we live in :).
I finished up a little over 26% for the month. I am thinking of selling some of the miner positions instead of waiting for the market to take out the stop loss orders
I am feeling like it is time to move some to cash and watch and think for awhile. If gold does the seasonal correction dance, I want to be a lot lighter in it. Will see what the markets look like in the morning. The good sized daily gains in some of them makes me want to hold on to them for a bit longer.
OT: I think it takes truly a massive shift to the right to consider Clinton and Rubin anything but dead-center or even slightly to the right of center.
The New Left - that was the SDS and Abbie Hoffman, at least to us old geezers :). Clinton was to the right of Truman, Roosevelt, maybe even Kennedy.
The american left??
Does not exist - at least not in the persona of Rubin and Clinton. Maybe Bernie Sanders :)
Mining shares sure have been ringing the register here.
We'll see if the early Feb seasonal weakness happens, and if this will be the 7th straight up week for the price of gold (I think that is right). This morning I put stop loss orders of some of my positions. Looks like I will be moving those up this evening.
I am having fun, but it is making me a bit nervous here :). Unless stuff absolutely collapses, January will close being my best month ever.
Don't wanna to give much back, I'll tell you that.
energy
China is outplaying us in terms of locking up supplies, I think.
I'm just a-wondering
iffen there is a PIXR board here on iHub?
Richard Russell, Jan 31
http://www.siliconinvestor.com/readmsg.aspx?msgid=22116442
In response to a private message
And being too cheap to have a paid membership here, all I can say is
Busted *g* -
but it was an appropriate response to the post over there, I thought.
Check this out: streetTRACKS Gold Fund (GLD)—the largest ETF traded on the NYSE, and one of several relatively new vehicles for owning gold without taking delivery of physical metal—added an eye-popping 39.62 tons to its trust vaults last week.
That’s 1,273,964 ounces of gold, for those of you who are counting, or a nearly 14% increase in the fund’s holdings. Not since the week of the fund’s inception in November of 2004 has it added so much in a week. And remember, that was at considerably lower prices.
Week-over-week, the net asset value of GLD ballooned by $664 million to $5.94 billion, almost all of which represents new money flowing into the fund. There must be a lot of head shaking going on in the bear’s den, among those calling for a sharp correction, when that kind of interest is generated at these price levels.
Stunning . . .
http://www.kitcocasey.com/displayArticle.php?id=515
Gosh tomm :)
I'm just a simple country researcher
dilleet: 2006 another AAPL year??
I think so and the size of my AAPL position reflects that.
I was not nimble enough to increase my AAPL
holdings this morning - a good arguement, I suppose, for holding a core position. Not going to chase at this point.
News???
Days when Apple, energy and precious metals are all up are magical days for my portfolio.
That is my news flash *grin*
Central Banks and demand factors
I have a sense that when some think of Central Banks they are thinking primarily of the parties to the Washington agreement limiting the sale of gold by the signatories. I tend to think more broadly, trying to make guesses about net governmental demand for gold. This brings me to this question:
Will OPEC countries, China, Russia, and other non-signatory nation demand soak up the sales by signatories? To what extent do those purchases constitute new demand for 2006?
From there I tend to move to other demand factors.
The other big demand question revolve around purchases of gold by the various gold ETFs. Making it easier for a common bloke like me to invest in physical gold (or as some argue, to have only the illusion of doing so), has been a positive on demand for physical gold. Will there be net inflow or outgo here in 2006?
Another significant area that one does not read as much on as we did back in 2002-2004 is producer de-hedging. What impact will that have in 2006?
I don't have any disbelief that Washington agreement Central Banks will sell more goldd this year. I don't have any problem believing they will sell all of their quota under the agreement. I am not so sure a case for investing in physical gold or the shares of miners should rest on such a belief.
Phil Ochs
Does it have Draft-Dodger Rag?
the only thing in the way of a nice profit is the lack of patience.
I have that :)
I have been as high as 90% PM
I tend to make big investments in sectors that I think will do well. I do usually maintain some diversification, but if I am convinced a sector will do well, I go in big.
A nightmare for longs
Not in my book. It might be a slightly unpleasant dream, but no nightmare :).
I am getting ready to lighten up some more next week, I think, but will maintain a core position in GG, AUY and NG. Will continue to hold some GRS and SLW as well, for silver exposure. Bought some FRG last week and will continue to hold that small position.
Why do you think it would be nightmarish? Will it make much of a difference come January, 2007, do you think?
Lango's predictions
To review, here they are:
Predictions:
Week of Feb 6 - Feb 10 => Word leaks of invitations for special event
Week of Feb 13 - Feb 17 => Announcement that first MacBook Pros have shipped
Week of Feb 20 - Feb 24 => New MacBook Pro 17" model announced
Week of Feb 27 - Mar 3 => Invitations go out for April 1 Special Event (30th Anniv)
Week of Mar 6 - Mar 10 => zzzzz
Week of Mar 13 - Mar 17 => [Insert your own speculation here]
Apr 1 => New iPod Shuffle + iPod Boombox + new MacBook w/redesigned case
The article about 17" G4 Powerbooks being EOL'd certainly supports the first tow of the first three predictions.
I am hopeful that the MacBook (iBook replacement) is available by April 1. I would like to have one to take on a trip to Arizona and Mexico in mid-April.
If the predictions are in the right direction - and I think they are - and if the timing is in the ballpark, I think it is near time to open an Apple trading position again.
Gold has been up 6 weeks in a row. I think 9 weeks is the record - since the late 80's, so it may be time to rotate some, though I will hold a core gold miner position just as I do a core AAPL position.
Silver is another story, maybe. I am not going to lighten up there at all (that may pretty much nail a price collapse in that market.
Energy still makes me a bit nervous short term, but will continue to hold the NR fund that is abouty 70% energy (includes oil services, NG, coal and uraniuim) and the Green energy ETF that I hold).'
Sunday meandering thoughts........
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OT Blue,
Sorry to hear that!! Best wishes for all of you!
OT: I didn't comment on his game, on how he is doing in Detroit, on my personal philosophy on 2nd chances or anything else. I just said lots of folks here are glad he is no longer on the team here. Changes were needed on the team here. Changes happened.
I only follow sports very peripherally these daysm but I will be watching Tiger Woods, Sergio Garcia and Rod Pamplin in the final group of the PGA golf tourney today.
We were real glad when he was sent away from Portland.
Winners and losers o' the week
Watch silver - if the silver etf gets approved......
http://www.investorshub.com/boards/read_msg.asp?message_id=9452940
This week's winners in my portfolio (44.5% of portfolio)
>
This week's losers (27%)
If that is right
The tulipmania thing, then Lisa calling for a low of about a nickel :)
A new gold era awaits Indian investors
Allan Seccombe
Posted: Fri, 27 Jan 2006
[miningmx.com] -- INDIA will launch at least two gold-backed exchange traded funds (ETFs) in coming months, joining the meteoric rise in interest in the investment tool seen in five other countries over the past year.
Paul Walker, chief executive of London-based precious metal consultancy GFMS, said the amount of gold locked into ETFs has risen by 200 tonnes to 420 tonnes in the year to end-December 2005 in the United States, UK, Canada, Australia and South Africa.
On 24 January, the Securities and Exchange Board of India (SEBI) amended its mutual fund regulations to allow such funds to offer gold-backed ETFs. Each ETF counter or share represents one hundredth of an ounce of gold.
“At least two mutual funds have put in applications and they are waiting for regulatory approval,” said GFMS metal analyst Sanjiv Arole, who is based in Mumbai.
“They are on track and we should have these two in the next couple of months at least. It should be fairly soon,” he told Miningmx. “There’ll be quite a few others in the pipeline.”
It is difficult to tell what exactly the impact the ETFs would be on gold demand from India, he said, adding some traders were concerned there could be an impact on physical gold demand.
We view this as positive for investment demand for gold in India
A note from JP Morgan said the launch of ETFs in India is bullish news for gold.
more at http://www.miningmx.com/gold_silver/862284.htm
Intel Mac sales ahead of expectations
Appleinsider: 4:00 pm.
Reliable sources this week are corroborating reports of strong Intel Mac sales. According to these sources, sales of both the iMac Core Duo and MacBook Pro are coming in ahead of Apple's initial internal expectations. Apple executive vice president Tim Cook -- pretty much the man in charge these days -- is said be thrilled with the numbers and mounting orders for the soon-to-be-released 15-inch MacBook Pro.
iWeb and iLife driving .Mac sales
Apple last week filed for a trademark on the term "iWeb" with the United States Patent and Trademark Office. The filing is in reference to the company's Web site creation and publishing software, introduced earlier this month as part of the new iLife '06 digital lifestyle software suite.
As previously reported, Apple developed iWeb with the intent to leverage and boost sales of its .Mac Internet service, which recently surpassed the 1 million mark in active subscribers. If initial sales are of .Mac 4.0 are of any indication, the new version of iLife with iWeb is doing just that.
Tipsters tell AppleInsider the new version of .Mac is selling extremely well, with some Apple retail and reseller locations running out of their initial supply of the retail-boxed copies. It's the "iWeb halo effect," they say.
http://www.appleinsider.com/article.php?id=1494
Contest to call the bottom.
I am not sure where it will be, but I suspect we are within 5% of it. We'll see. I will call it at 70.75.
I was thinking around 70 as a possibile entry point for buying a partial new trade position - but there are lots of fish in the sea :)
Oil Patch
Thanks Jim - I am down to holdings via an NR mutual fund that is about 2/3rds energy and a clean energy ETF that has been doing very well.
I may buy on dips - but am not adding at this time - but have done well in oil service and natural gas during the past two years and appreciate your information posts in those areas.
Ron
Did some selling and buying today.
Sold partial positions of GG, NG, AUY. Sold all of CHK and IVAN. Bought SLW and FRG.
Enjoyable day so far. NG, AUY, GRS, SLW and PBW are beautiful, smiling stocks :) AAPL sucks. Sure I glad I own some of that *grin*
Being 80% cash......
Well, I did do some selling this morning in energy and metals, but also did some buying, SLW specifically. Along with AUY, GRS, NG and PBW it provided some uplift today.
Sure wish I had bought those AAPL puts a back on the 18th or 19th :).
My stops
I have a stop @ 69 on 1/2 the shares I bought in the mid 50's. Half of them have no stop at all on them.
Ron
docking of loaded boats
So, you're sitting at the dock of the bay?