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@gourimoko So if I'm reading your post correctly, AMD's new hardware is definitely better than Intel's, so should take a chunk of market share, and Vega will take some VR market share from Nvidia? Or is Vega not for VR? I'm not totally up to speed, other than knowing Nvidia dominates that space currently.

P.S. to everyone, didn't mean to hijack this thread, but hopefully this is decent insight for everyone...

AMD's desktop processor technology is "better" quantitatively, cost/performance; yes. I would argue that for the vast majority of users, a Ryzen CPU is a better purchase than an Intel offering. I wouldn't have said that a few months back; and the last time I've ever said that for AMD was ... a very long time ago. AMD was relegated to budget PC offerings, and was terrible in workstation configurations. That's totally not the case anymore.

Vega remains to be seen, but from leaked benchmarks; it looks like the real deal. Once the mainline Vega cards come out, I fully expect Nvidia to have some very very real competition...

Also a lot of folks will also buy AMD graphics cards simply because they've bought AMD CPUs. So one benefits the other.
 
@Northstar

Also saw you mentioned VR; yes, Vega can be used for VR on PCs...
 
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@Northstar you have a lot of individual defense stocks (I agree with your logic on defense stocks in general), but why not diversify by buying the Vanguard Industrials ETF (VIS)? Especially if you want to get into Boeing.

As per AMD. I'm not saying its not a good pick, but you'd have to be willing to go really long with it at this point. It is super saturated in the short term and will likely hover between 12-15 in 2017 imo. If only we had all gotten into it at this point last year!

Like I'd said before, my picks for the best stocks of 2017-18 are: JD, Shop, Netflix, Apple and DG.

Mini non-technical synopsis of why:

JD - Can't beat their day of shipping + as the china middle class grows, so do their profits.

Shop - insane growth potential with their co-op with amazon + as things go more and more online

Netflix - buy-out potential plus mgmt finally starting to consider costs and how that effects their bottom line

Apple - next gen iphone with a higher price = $$$. Possibility of bringing sheltered money over = more $$$

DG - possible takeover bid, plus as other retail falters, dollar stores tend to do better. If we do see a mini-recession/correction in the next year or two, I expect DG to do quite well.
 
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@Northstar you have a lot of individual defense stocks (I agree with your logic on defense stocks in general), but why not diversify by buying the Vanguard Industrials ETF (VIS)? Especially if you want to get into Boeing.

As per AMD. I'm not saying its not a good pick, but you'd have to be willing to go really long with it at this point. It is super saturated in the short term and will likely hover between 12-15 in 2017 imo. If only we had all gotten into it at this point last year!

Like I'd said before, my picks for the best stocks of 2017-18 are: JD, Shop, Netflix, Apple and DG.

Mini non-technical synopsis of why:

JD - Can't beat their day of shipping + as the china middle class grows, so do their profits.

Shop - insane growth potential with their co-op with amazon + as things go more and more online

Netflix - buy-out potential plus mgmt finally starting to consider costs and how that effects their bottom line

Apple - next gen iphone with a higher price = $$$. Possibility of bringing sheltered money over = more $$$

DG - possible takeover bid, plus as other retail falters, dollar stores tend to do better. If we do see a mini-recession/correction in the next year or two, I expect DG to do quite well.

Why no Alibaba?

I'm ultra high on BABA, I think there's just absolutely MASSIVE growth potential out of that company. I like the take on DG, I just don't think it happens this year so it's moot. I'll wait and trade if we show any signs of starting to go into recession on any dollar store.
 
So buy AMD is what I'm gathering?
 
Why no Alibaba?

I'm ultra high on BABA, I think there's just absolutely MASSIVE growth potential out of that company. I like the take on DG, I just don't think it happens this year so it's moot. I'll wait and trade if we show any signs of starting to go into recession on any dollar store.

Baba is fine, and will likely do great things, I just like JD better. Although not growing as fast as Baba (because its been around longer), JD has 3x the revenue and just needs to up their profit margin a bit to see the prices likely soar. I could see JD doubling in the next 12 months.


Another fund that I am doing some research on is the Vanguard International Growth Fund Investor Shares(VWIGX), it looks like it would give you a nice entry into baba and tencent while also staying diversified.
 
Baba is fine, and will likely do great things, I just like JD better. Although not growing as fast as Baba (because its been around longer), JD has 3x the revenue and just needs to up their profit margin a bit to see the prices likely soar. I could see JD doubling in the next 12 months.


Another fund that I am doing some research on is the Vanguard International Growth Fund Investor Shares(VWIGX), it looks like it would give you a nice entry into baba and tencent while also staying diversified.

I'm not really a huge fan of going into funds, at least right now.

Being 24 I'd rather try to learn on the fly how to manage my own money, and try to beat the market with gains but more risk by betting on a few 10-15 solo stocks.


Side note: VRX (Valient Pharmaceuticals) is 30% in the last week on the healthcare news, and looks to still have a ways to go. They moved their price target to 23 for the year.

EDIT: Up 6% just today already... MY GOD WHAT A BULL


I was looking into this one and never purchased. I'm pissed.
 
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I'm just going to keep watching this thread then. Do you or anyone else know where I could do more research on stocks in general?

http://www.valueline.com/

Is great, especially if you pay a subscription fee. But it's still useful for some statistics on the free version.

Also I use yahoo.finance A LOT.


https://finance.yahoo.com/quote/SSRI?p=SSRI

Here's a short but very good article that was written yesterday on some basic metrics to look at when looking for value in a company, and it's over-valuation/under-valuation compared to it's market peers.

You can pick some big-time winners by looking at these things. As time goes on you'll become more and more keen by adding other important items like B/S assets as well.
 
Being 24 I'd rather try to learn on the fly how to manage my own money, and try to beat the market with gains but more risk by betting on a few 10-15 solo stocks.


.

No offense, but this is a very risky/likely unproductive way of looking at investing.

Just because you're 24 doesn't mean you should take on extraordinary risk. The fact is, you might be up doing well in this bull market, but so is EVERYBODY. When the market turns the other direction, your picks are going to do a lot worse than the indexes (which will also get killed but are more likely to rally, and rally quicker). You're likely going to panic (as you have shown, for example, with the penny stock you talked about) and lose a lot of money. Time and time again, studies have shown that people who wait out bear markets/corrections/crashes in indexes/funds do better than those holding onto a portfolio of individual stocks because 1) it is much less likely they panic sell (which a large % of people do either way) and 2) the larger amount of holdings allows the fund to withstand a few stocks that never recover. If you are holding on the of stocks that never recover in your individual stock fund, youre fucked.

I'm not saying you shouldn't try to beat the market with a small part of your dollars, maybe 10-20% (I would say 10% or less, personally) of your portfolio, but honestly, you should have 70-90% of your $$ in very well established funds/indexes/etfs etc. That's not to say you can't choose higher risk higher reward options, but the way you are doing it is likely giving you an outrageous sharp ratio, keeping you away from alpha (i'd guess) and is probably really really really tax inefficient.


As per funds:
A lot of the stocks you mentioned are already big %s of a lot of the funds that I have mentioned. If you want BABA look at KWEB (both are over 10% BABA) but at the very least also expose you to more than just BABA (such as Tencent, JD, Baidu, & NetTease) in case the BABA fucks the people holding their holding company, for example).
 
I'm just going to keep watching this thread then. Do you or anyone else know where I could do more research on stocks in general?

I like Morningstar. You can start with a basic account and upgrade to premium if you want to do deeper research (I think it's worth it).
 
Side note: VRX (Valient Pharmaceuticals) is 30% in the last week on the healthcare news, and looks to still have a ways to go. They moved their price target to 23 for the year.

EDIT: Up 6% just today already... MY GOD WHAT A BULL


I was looking into this one and never purchased. I'm pissed.

LOL don't come at me with Pharma companies going up in one day. You sound like the people who went all in on RAD (Rite-Aid) and then woke up this morning in a world of hurt ;)

Speaking of Pharma stocks, what are your thoughts on Gilead?
 
LOL don't come at me with Pharma companies going up in one day. You sound like the people who went all in on RAD (Rite-Aid) and then woke up this morning in a world of hurt ;)

Speaking of Pharma stocks, what are your thoughts on Gilead?

I'm actually a fan of Gilead.

It seems to be undervalued right now. I think the P/E is somewhere at 7?? I've had it on my watch list for a couple weeks, haven't committed yet.

It's the one bio-tech stock I'm currently very interested. I may just go ahead and jump in on pay-day.

Another major plus is that they pay a very healthy dividend.

Your thoughts?
 
I'm actually a fan of Gilead.

It seems to be undervalued right now. I think the P/E is somewhere at 7?? I've had it on my watch list for a couple weeks, haven't committed yet.

It's the one bio-tech stock I'm currently very interested. I may just go ahead and jump in on pay-day.

Another major plus is that they pay a very healthy dividend.

Your thoughts?

I am very afraid of Pharm companies because of all the people I've seen get @#$@ed by them. But if there was ever a non large cap that I was going to enter, I think it would be Gilead as I think they could legitimately change the world in the next few years with their HIV medicine (and hopefully soon, cure).
 

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