stock advice needed

[Dimkaumd]

Hey guys, heres a question for everyone who knows about stocks and understand the way the market works etc. I want to make a small investment on some tech stocks, I need advice what to get.
I am thinking of getting a few long term stocks (1 yr - 3yr)

I would like to get Ebay, microsoft, and maybe google. what do you guys think?
I think ebay is a great buy because they dont have any competition and they continue to grow all the time. Plus if Bush unveils his new social security plan, and people will start investing in private accounts, I think it could drive some stock prices up, especially blue chips. if anyone has any suggestions please feel free to tell me.

anyone think google has any potential for growth?

 

[Taejin]

Originally posted by: Dimkaumd
Hey guys, heres a question for everyone who knows about stocks and understand the way the market works etc. I want to make a small investment on some tech stocks, I need advice what to get.
I am thinking of getting a few long term stocks (1 yr - 3yr)

I would like to get Ebay, microsoft, and maybe google. what do you guys think?
I think ebay is a great buy because they dont have any competition and they continue to grow all the time. Plus if Bush unveils his new social security plan, and people will start investing in private accounts, I think it could drive some stock prices up, especially blue chips. if anyone has any suggestions please feel free to tell me.

anyone think google has any potential for growth?

I cannot believe you are asking for stock advice on an internet forum. Do yourself a favor and expedite the process by flushing your cash down the toilet, please .

 

[Dimkaumd]

ppl on this forum usually know about tech. I dont need market advice, i just want to know what people think about these specific tech stocks in general

 

[glugglug]

E-bay has a P/E of 107.41. The next time the market tanks (bubble bursts), which I think will happen before the end of Shrub's term, it will be one of the hardest hit.
MSFT is not a bad pick with huge cash reserves & frequent dividends.
Google right now has a P/E of 223.65!! That craziness is because they are the current "in" thing. It will not last.

AMD is the most appealing tech stock to me right now (and is therefore a pretty big part of my current portfolio...)

 

[Dimkaumd]

tahnks glugglug, I like AMD too, I got some at 10 dollars a few months ago, and I made about a thousand bucks on it. ur right about ebays P/E ratio, it is pretty high, but I see possibility of growth in the stock, if there is another burst in the market it could prolly go to 250? no?

 

[illustri]

should this be in p&n?

 

[Dimkaumd]

y not..where else?

 

[glenn1]

If you insist on buying tech, I'd recommend solid names in more value oriented sectors. Here's some for you to consider:

1. Content providers, the classic "dot.com" such as theknot.com (KNOT).
2. Internet advertising service providers (DoubleClick or ValueClick, DCLK or VCLK).
3. Companies where the revenue is tilted towards IP royalties (ARM Semiconductors ARMHY, Qualcomm QCOM).
4. Contract manufacturers (Solectron SLR, Flextronics FLEX, or Samina SANM).
5. Specialized technical services providers (Automatic Data Processing ADP, Moodys MCO, or Thomson TOC).

 

[Riprorin]

Glenn, what do you think about SCON?

 

[Zebo]

I just buy what I like because professional analysis varries so much and I've been burned following it. Turn on wall street week or moneyline and you'll get 3 different opinions on the same stock by the experts.They are worse than three frenchmen on coming to an agreement So my advice is buy stock in a company whose product you think is strong.

I like AMD. They have a good product that even fortune 500's are finally paying attention to. Opteron servers should be really hot next year.

I like Nvidia. They were in the hole, with thier stock dropping 300% the last 2 yrs and now are recoving and have fantastic product which will overwhlem thier compitition.

I like daimer/chysler cause of thier 300m. And new mecedes models.

 

[Zebo]

Google right now has a P/E of 223.65!!

Dude everybodies p/e is way out of line today if you're a value investor. I want P/E's of 3-5, like any other busniess you were thinking about buying at your chamber of commerce.

 

[glenn1]

Glenn, what do you think about SCON?

Never heard of it. But checking on Yahoo finance it seems like a standard bulletin board penny stock pump-n-dump candidate. $150 million market cap, small float that can have the bid/ask pushed around by MMs looking to paint the tape, and losing $21MM last year on $35MM revenues. Looks like the company is bleeding cash heavily right now but at least the management seems to be taking reasonable steps to get through it, not raiding the piggy bank Enron style. The chart is a dog's breakfast though, in a 5 year down channel that looks like it's had one major run at a breakout earlier this year which has since been beat back down hard. What's not to love about it?

Seriously though, I wouldn't bet the rent money on it, but if you want to take a flyer on it with some speculative funds set aside to be play money that wouldn't bother me.

 

[Riprorin]

Originally posted by: glenn1

Glenn, what do you think about SCON?

Never heard of it. But checking on Yahoo finance it seems like a standard bulletin board penny stock pump-n-dump candidate. $150 million market cap, small float that can have the bid/ask pushed around by MMs looking to paint the tape, and losing $21MM last year on $35MM revenues. Looks like the company is bleeding cash heavily right now but at least the management seems to be taking reasonable steps to get through it, not raiding the piggy bank Enron style. The chart is a dog's breakfast though, in a 5 year down channel that looks like it's had one major run at a breakout earlier this year which has since been beat back down hard. What's not to love about it?

Seriously though, I wouldn't bet the rent money on it, but if you want to take a flyer on it with some speculative funds set aside to be play money that wouldn't bother me.

Yeah, I have a little slush fund that I use for speculative plays like this.

I'm kicking myself over GTEL. I placed a relatively large order at 0.017, but only a small fraction of the shared were executed before it shot up. Oh, well.

I'm also taking fliers on STHK, ISR, and SYBD.

I bought SYBD at 0.47 so I'm taking a bit of a bath. I'm up 1.5 - 2x on the other two.

Do you buy any micro-caps?

 

[glenn1]

Do you buy any micro-caps?

Usually not, I prefer niche small to midcap players that have absolute category killer business models that are bulletproof (and can be described easily in one sentence), companies like TWP, MIK, FNF, DADE, and CW.

 

[Riprorin]

Originally posted by: glenn1

Do you buy any micro-caps?

Usually not, I prefer niche small to midcap players that have absolute category killer business models that are bulletproof (and can be described easily in one sentence), companies like TWP, MIK, FNF, DADE, and CW.

Weren't in on TASR? That company seems to fit the bill.

I have most of my investment money in HSGFX as I'm fairly bearish on the market.

 

[glenn1]

Weren't in on TASR? That company seems to fit the bill.

It did and does, but I missed that particular boat and consider it too expensive for my tastes at this point.

 

[ReiAyanami]

the tech downturn is just starting and is supposed to last thru Q3 2005

not the best to invest at the start of a tech slump.


also
http://biz.yahoo.com/y/ii/3858...041223/10200478_1.html

 

[huesmann]

The ultimate stock tip:

Buy low, sell high!

 

[flamingelephant]

1 - 3 years isn't long term......
long term is like 15 - 20

 

[flamingelephant]

small cap non-hedged gold company....
still trying to find a nice one

 

[flashbacck]

Originally posted by: Dimkaumd
Hey guys, heres a question for everyone who knows about stocks and understand the way the market works etc. I want to make a small investment on some tech stocks, I need advice what to get.
I am thinking of getting a few long term stocks (1 yr - 3yr)

I would like to get Ebay, microsoft, and maybe google. what do you guys think?
I think ebay is a great buy because they dont have any competition and they continue to grow all the time. Plus if Bush unveils his new social security plan, and people will start investing in private accounts, I think it could drive some stock prices up, especially blue chips. if anyone has any suggestions please feel free to tell me.

anyone think google has any potential for growth?

1-3 yrs is not really long term. It's long term in regards to taxes, but when people talk about long term investing, they're more likely thinking 10-25. Now, regarding your questions: When deciding to buy or sell, listen to anyone but yourself! I also think you need to do more research into your picks. It's not enough to speculate that the price will go up because of increased investing. What're the fundamentals? What're the potentials for growth? Stocks can be a rollercoaster ride, emotionally and financially, even the blue chips. Be patient and do your own research, and you'll come out on top.

 

[alkemyst]

Originally posted by: flamingelephant
1 - 3 years isn't long term......
long term is like 15 - 20

yeah what he said....

if you buy into a true blue chip you are looking at 3 figure/share buy in usually (other than that an ultra high 2 figure)....then you are looking at a 20 year+ return unless the market spikes then all bets are off....however, if the market sinks these stocks usually take an easily recoverable hit in the 10 year term.

I'd say google is a safe bet, although they messed up their groups search recently.....

To those that say asking advice on the internet is idiotic.....why are you even posting? Your own argument defeats your reply.

I am a well-educated person, and lately most of my knowledge comes from the internet....sure you have to find truly credible sources or contrast and compare a lot, but it beats $100 books much of the time. (plus I already have 1000+ books here).

 

[flashbacck]

Originally posted by: flamingelephant
small cap non-hedged gold company....
still trying to find a nice one

I dunno if this interesting for you, but GLD is an ETF that just refects the price of gold.

 

[flamingelephant]

Originally posted by: flashbacck

Originally posted by: flamingelephant
small cap non-hedged gold company....
still trying to find a nice one

I dunno if this interesting for you, but GLD is an ETF that just refects the price of gold.

yeah, i think there is several of those out there (funds that strictly trade on the price of gold).
What i'm trying to find is a company that fits the above.... typically, when the price of gold spikes, gold producers will go alot higher..... if gold was to double (and I think there is a chance it could) then pure producers stock could go up 10 times. Its happened before. being non-hedged means they can benefit the most from an increase in price.

Fat chance of gold doubling you say? yeah, its not likely but possible. If US consumer debt keeps on going up, and when interest rates start going up for awhile and people start to realize they cant afford the new homes they bought..... leads to a housing crash, bankrupcies etc.... AND on top of that the possibility that OPEC could stop pricing oil in US dollars.... would lead to huge drop in the value of the US dollar, products would cost more in the US, leads the same housing crash as above....
Likely? maybe not.... possible? yes.....

 

[Riprorin]

Originally posted by: glenn1

Weren't in on TASR? That company seems to fit the bill.

It did and does, but I missed that particular boat and consider it too expensive for my tastes at this point.

Did you check out SCON today? Nice move on good volume.