what's in ur portfolio?

$pade

Senior member
Oct 9, 1999
664
0
0
right now just km (or kmart). TA shows that its still moving up probably in anticipation of good earnings. I just moved out of amd and kind of regret it and will probably buy in again if amd dips below 30 again. Always closely watching intc, msft, csco, nvdia, rmbs (for my first short project), and of course amd. Also looking forward for the accenture (ACN) ipo.
So what is in you portfolio and which stocks are u watching right now.
 

GasX

Lifer
Feb 8, 2001
29,033
6
81
short positions are VERY risky right now...

I am holding:

CALP
ABI
CPHD
CYMI
JNJ
RGR

The first 3 are biotechs are are all off their highs significantly.
Cymer makes chip MAKING equipment and is doing very well
J&J is a safe haven drug stock.
RGR is a dividend paying gun maker.
 

glenn1

Lifer
Sep 6, 2000
25,383
1,013
126
Mostly cash. Cashed out of AMD and NITE with a 100% and 25% gain respectively. Pretty much the only holding i have left (apart from funds) is ERICY, holding tight on that one (bought at 5, so i have some breathing room to hold it)
 

Static911

Diamond Member
Nov 24, 2000
4,338
1
0
looking at another fed cut (i'm eyeballing 25 points) in 2 weeks when they have their 2nd quarterly meeting

static911
 

$pade

Senior member
Oct 9, 1999
664
0
0
i know, short position are risky now but rambus must and will go down.

mwilding-your list looks interesting. So far I have only considered tech stocks. the only biotech i ever held war cra or celera something
 

StageLeft

No Lifer
Sep 29, 2000
70,150
5
0
I leave my investing to the professionals, ie. all my holdings are in mutual funds. As poor as many professionals are at prediction given my lack of financial training and lack of time of course they are still better than the average joe ;)
 

tgillitzr

Golden Member
Mar 10, 2000
1,399
0
0
AMD

right now, i'm up 10 points

not sure if I should get out or not

what does everyone think?
sell?
 

Superdoopercooper

Golden Member
Jan 15, 2001
1,252
0
0
A bunch of useless crap that used to be worth a lot, but is now worth BUNG!!

MOT
TER
WURAF [option]
WURAI [option]

+ crappy performing 401(k)
 

Superdoopercooper

Golden Member
Jan 15, 2001
1,252
0
0


<< AMD

right now, i'm up 10 points

not sure if I should get out or not

what does everyone think?
sell?
>>



I dunno... maybe bail... smile to the bank with the profits... and buy back in if it happens to go down some. However, they are a good company and their processor is way better that Intel's junk. If you are up a bunch of cash... at least cash out part of your position... so that if it plummets you won't end up losing out. You can always buy back. (I learned this when I was up $18k... and then down $5k a short time later... shoulda sold when up... and just held on to see what happened).

P.s. i'm not a financial dude... so don't take my suggestion as &quot;THE WORD&quot;. Figure it out for yourself.
 

glenn1

Lifer
Sep 6, 2000
25,383
1,013
126


<< right now, i'm up 10 points....not sure if I should get out or not..what does everyone think? sell? >>



Okay, for sake of argument, let's say AMD has 10 more points of upside left in it. Here's the question to ask yourself - would you feel worse about giving up 10 additional points of profit (if the stock went up), or giving up the 10 you have now (if the stock goes down)? Answer that question, and you'll have your answer.
 

wQuay

Senior member
Nov 19, 2000
712
0
0
HM, or Homestake. Doing pretty well, but I don't own enough shares to get rich :(
 

UNCjigga

Lifer
Dec 12, 2000
25,566
10,243
136
Lots of stocks and bonds that aren't worth sh*t right now (to get an idea of what I mean, look up Commoddore Cruise Lines...)

...wait, the bonds might be sh*t now lemme go check...
 

tgillitzr

Golden Member
Mar 10, 2000
1,399
0
0
lol

thats the question i can't seem to answer

I think i'll continue to hold on to it, it seems to be in a slow upward spiral as of right now.
 

thebestMAX

Diamond Member
Sep 14, 2000
7,509
136
106
No Cisco after today ! Hit my target and Im out with the cash. Sold at 20.

May have some more up side to it but I am satisfied. Drops back down Ill consider it again, goes up, oh well, helps my mutual funds.

Always have a sell number in mind when I buy. Usually dont do as well if I dont stick with it.
 

glenn1

Lifer
Sep 6, 2000
25,383
1,013
126


<< HM, or Homestake. Doing pretty well, but I don't own enough shares to get rich >>



Interesting choice... just out of curiousity, what made you pick a precious metals mining stock? You a 'gold bug,' or was it simply an extremely contrarian play?
 

wQuay

Senior member
Nov 19, 2000
712
0
0
Hello,

I happen to be a supporter of GATA, which makes me optimistic about gold's future. I also didn't think either the metal or the stock could go any lower, making it a good buy :)
 

Spankthru

Platinum Member
Nov 28, 2000
2,120
0
0
Just some old sketches of the Ramones and some past due library notices.

Oh, that thing. Don't have one yet. Gotta get on the ball i guess.