Stock market portfolios in tech or electronic industries - Page 1
Forum section: electronics / general

author: BravoV
author_rank: Super Contributor
timestamp: March 28, 2013, 04:39:44 am
content: Never see any discussion or chit-chat about stock market portfolios in this forum especially in technology and electronic related industries.Let me start 1st, by bragging at my current best performer in tech related, ARM Holdings Plc., grabbed handful of them in mid 2011.Whats yours ?

author: retiredcaps
author_rank: Super Contributor
timestamp: March 28, 2013, 05:04:59 am
content: The problem with holding technology stocks is that you don't know if the company will survive in 10 years time or not. With the rapid pace of change, companies that may rule the world haven't even been invented yet.For example, tablets are here to stay, but who will be profitable making them 10 years from now?I can, however, be reasonably sure that Coca Cola will still be in business 10, 20, even probably 50 years from now (and profitable and pay dividends).Since I live in Canada, Canadians all know the story about Nortel Networks which was a 100+ year old company that got decimated and its stock down to zero.Another example. 8 years ago, virtually everyone was doing the "crackberry prayer" and no respectable adminstrator would allow the highly unsecure and toy like Apple products onto the network. Today, Blackberry is on the ropes and survival is questionale.

author: BravoV
author_rank: Super Contributor
timestamp: March 28, 2013, 05:15:09 am
content: Of course, I'm not denying that and totally agree, but again, as oldie says, never put all your eggs in one basket.

author: ivan747
author_rank: Super Contributor
timestamp: March 28, 2013, 12:36:37 pm
content: I have been watching Altium stocks, but they seem to be stuck on $1.20 per share. Danaher, like it or not is growing very steadily, but I think the stocks would plummet if Tektronix has to close.

author: BravoV
author_rank: Super Contributor
timestamp: March 28, 2013, 01:10:44 pm
content: Quote from: ivan747 on March 28, 2013, 12:36:37 pmTo be honest, Dave's rants on Altium somehow affected part of my view and decision toward their stock.Uh oh... Tektronix .... should I prepare to take short position on Danaher ?...... j/k

author: MacAttak
author_rank: Unknown
timestamp: March 28, 2013, 04:36:59 pm
content: I gave up on trying to pick the next "winner". Sometimes it works, sometimes it doesn't. In the end, it's the brokerage that always makes the most money.Now I just have settled on a portfolio of slow rising or flat (but very stable) stocks, and sell covered call contracts on them every month. Occasionally they spike up and the calls get exercised - but it's still money in my pocket.Doing that has yielded far better (and consistent) long term growth than speculation ever did.I'll admit it was fun finding something right before it doubled or tripled, but for every one of those there are a dozen where you take a loss.

author: komet
author_rank: Unknown
timestamp: March 28, 2013, 06:55:37 pm
content: My number one investment tip to anyone who will listen is to never invest in an industry that you give a toss about. It is far too easy otherwise to confuse the quality of the company's products with the quality of their stock. Better to invest in something you're indifferent to and analyse the market as an objective outsider.

author: MacAttak
author_rank: Unknown
timestamp: March 29, 2013, 01:26:39 am
content: That's a great point to make. Always check your emotion at the door when it comes to the stock market. That means you also need to understand how to objectively evaluate a company. "My brother posted on Facebook that this is going to be a big deal" isn't good enough.

author: BravoV
author_rank: Super Contributor
timestamp: September 14, 2020, 06:31:57 am
content: Necro bump ...Regarding latest move by nVidia on Arm ... two contradicting voices inside me ... as usual.. but this time they are LOUD ....... hold ... hold ... you 've been holding quite some times now ... more is better... enough is enough, its time ...What to do ? What to do ?

author: Ed.Kloonk
author_rank: Super Contributor
timestamp: September 14, 2020, 06:50:22 am
content: Quote from: BravoV on September 14, 2020, 06:31:57 amSeek out a fund manager that follows the stocks you are interested in. Don't forget to diversify as much as you can.Stop blaming yourself for missed opportunities, blame instead your stock broker.HTH

author: EEVblog
author_rank: Unknown
timestamp: September 14, 2020, 07:06:06 am
content: Quote from: BravoV on September 14, 2020, 06:31:57 am"Buy the rumor, sell the fact"?

author: EEVblog
author_rank: Unknown
timestamp: September 14, 2020, 07:09:04 am
content: Quote from: BravoV on March 28, 2013, 01:10:44 pmAnd they hit $40Ialmostbought $10-20k worth at 10 cents. That would have been worth $4M-$8M at the peak

author: EEVblog
author_rank: Unknown
timestamp: September 14, 2020, 07:16:56 am
content: Quote from: komet on March 28, 2013, 06:55:37 pmBut sometimes close knowledge of a field or even inside culture knowledge could have helped a lot.I literally could have retired if I invested in Altium when I was going to, and held on.I *knew* the company was debt free and practically at cash value.I *knew* the company shift would focus back to profit when the founder was stabbed in the back and forced out, and that the SP would eventually improve and they'd start paying a dividend.What I didn't know was how long that would take and how far it would have gone.But yeah, I had been burned by Altium shares in the past and I knew the market and company intimately, so when the CEO change happened that kickstarted the whole revival, I was kinda burned and foolishly didn't invest.So pro's and con's.Doesn't Warren Buffet say only invest in stuff you know about?

author: Ed.Kloonk
author_rank: Super Contributor
timestamp: September 14, 2020, 08:01:22 am
content: Quote from: EEVblog on September 14, 2020, 07:09:04 amI've never met a punter investor that applies the same scrutiny in reverse. I.e. look at a chart and focus on the top of the cliff down to the trough and say something like "Gee, I dodged a bullet there." (substantial loss of capital)Whilst I understand that the "what if I only.." is very exciting, the best approach is the slow and steady one. Boring, I know.

author: VK3DRB
author_rank: Super Contributor
timestamp: September 15, 2020, 05:29:41 am
content: Quote from: EEVblog on September 14, 2020, 07:09:04 amThere is a biotech company in Australia called CSL. In the mid 1990's, when the CSL stock exchange float happened, a mate and myself each sent a cheque for $2,300 for 1000 shares at $2.30 each. Australia Post took one week to send the cheques to Melbourne from Wangaratta (220km away) and we missed the float by 1 day.Those shares are now worth each close to $300,000, NOT INCLUDING the dividends.The bad thing about CSL is they used to do biological experiments on orphaned babies when CSL was owned by the Australian government. They procured many of these babies from the Broadmeadows Babies Home in Melbourne, which was run by the Catholic Church. Easy pickings - these babies had no-one to speak for them and no-one to protect them. So missing the boat on the CSL float is not such a bad thing after all.

author: EEVblog
author_rank: Unknown
timestamp: September 15, 2020, 05:38:22 am
content: Quote from: Ed.Kloonk on September 14, 2020, 08:01:22 amBut a dud can be a dud regardless of how long you hold it.

author: SilverSolder
author_rank: Super Contributor
timestamp: September 15, 2020, 08:05:52 pm
content: Just loading up on MSFT over a long career since DOS v1 would have been a "nice little earner"!