The Stock Tips/Investment Advice Thread - Calgarypuck Forums - The Unofficial Calgary Flames Fan Community

Incinerator · 10-01-2007, 11:46 PM

Well, every other forum seems to have one of these so maybe we can pick the CPers' brains here? I know there's quite a few of you high rollers on here so care to share any insider tips?

Wookie · 10-02-2007, 12:13 AM

poo.tsxv

Dr GonZo · 10-02-2007, 12:29 AM

Cute, I recently started investing some of my savings, hopefully I'm not too late to take part of this possible bubble, and that I step out once the wind drops from the sails.

Solar power industry is booming at the moment, specifically the Chinese companies. I bought a bunch of Yingli Green Energy (YGE) stocks, their fundamentals seem very good, and I'm a fan of renewable energy sources.

And, of course, my Apple stocks have gone through the roof, getting somewhat jittery about if and when to step out of this craziness.

Phanuthier · 10-02-2007, 12:47 AM

Quote:

Originally Posted by Dr GonZo

Solar power industry is booming at the moment, specifically the Chinese companies. I bought a bunch of Yingli Green Energy (YGE) stocks, their fundamentals seem very good, and I'm a fan of renewable energy sources.

Business tip No 1: Don't make decisions based on emotion (ie. fan of renewable energy)

Tip on solar energy: It comes and goes with the high-tech industry... remember what was watering the seeds for solar energy to boom the last decade.

PS: Never been a fan of solar energy... I doubt they'll ever get 40% over their whole cell. Bandgap engineering over the entire visible spectrum is tough.

Flames89 · 10-02-2007, 05:44 AM

Quote:

Originally Posted by Phanuthier

Business tip No 1: Don't make decisions based on emotion (ie. fan of renewable energy)

Tip on solar energy: It comes and goes with the high-tech industry... remember what was watering the seeds for solar energy to boom the last decade.

PS: Never been a fan of solar energy... I doubt they'll ever get 40% over their whole cell. Bandgap engineering over the entire visible spectrum is tough.

I wouldn't call his decision making "emotional", but rather "top-down" - makes perfect sense to me. You want to find a sector you think has legs, and invest in it.

Ted Turner agrees: http://www.ajc.com/business/content/...rner_0926.html

SeeGeeWhy · 10-02-2007, 07:22 AM

Read "Buffettology" by Mary Buffett

Other than that, buy Google and hold.

Dr GonZo · 10-02-2007, 07:49 AM

Quote:

Originally Posted by Phanuthier

Business tip No 1: Don't make decisions based on emotion (ie. fan of renewable energy)

Tip on solar energy: It comes and goes with the high-tech industry... remember what was watering the seeds for solar energy to boom the last decade.

PS: Never been a fan of solar energy... I doubt they'll ever get 40% over their whole cell. Bandgap engineering over the entire visible spectrum is tough.

Personally I base my investments both on financial potential AND moral ethics; I have always been a advocate of saving the planet's resources, and further expoiting the wasted energy of the sun.

Moreover, the current boom on solar energy does not come from the technical advances, those have been quite consistent the past years, however, it's due to the ever-rising oil price paired with society's interest in green energy. Perfect match.

skins · 10-02-2007, 08:36 AM

Great resource here:

http://www.fool.com

some general tips I've picked up online and from fellow investors:

- always have an investment strategy/plan. If your investing for your retirement that is 30 years away then you can accept a lot more risk and wait out the inevitable ups and downs of the market. If you need the money for a down payment on a house in a few months, you can accept far less risk. Stick to less risky investments like bonds,T-Bills or even just a high interest savings account. No stock is a sure thing.

- Don't follow the herd and always be a doubter. If a stock has risen rapidly in a short period of time, there's a chance you've missed the event that caused it. While you're getting in, the smart money is getting out.

- Don't be greedy. "Bulls make money, bears make money, but pigs get slaughtered".

Have fun!

Ford Prefect · 10-02-2007, 08:49 AM

I've become somewhat disillusioned with stocks, mutuals, etc. I have funds in a few major mutuals as well as my own self-directed RRSP that I play with, and sadly my self-directed RRSP outperforms the mutuals. Neither have been great long-term though. I'm thinking seriously of switching to investing in real estate instead, but it's the wrong timing for most sectors, and you need big bucks to do anything. Nevertheless, I think undeveloped recreation property is a good area, especially if there happens to be potential for agriculture rental income off it while sitting on it, waiting for it to appreciate. Or you can develop it and flip it.

Delthefunky · 10-02-2007, 08:58 AM

I'm an amateur and have a little bit invested. . . just wondering what people here think about nanotech stocks?

I've been scouring this site for a while...
http://www.nanovip.com

prarieboy · 10-02-2007, 09:12 AM

RBC Dividend Income Fund works pretty good for me. Relatively low MER at 1.73 % and good long term numbers as well. It's also a No-Load fund so I can move the money without penalty which is REALLY REALLY important to me. Not so much with this Fund but some of the others I have owned in the past. (suggested by Mutual Fund Salesman)

Phillips Hager and North also have some pretty good no-load funds with low Management expense ratios.

The RBC Dividend Income fund currently has 9.4 Billion invested in it. Alot of people have alot of confidence in the management of this fund.

return to the red · 10-02-2007, 09:13 AM

look on a global scale. What you may think may be a great idea on a local scale may not be on a global one.

Personally I'm looking at the ag sector. Consumption is way up, production can't keep up and grain stocks on a global scale are decreasing. Factor in the largest influx of people joining the middle class since the 60's and the change in diets of the chinese and Indian people and you have the potential for some serious money making

stay out of stocks in American banks

Cowboy89 · 10-02-2007, 09:34 AM

Quote:

Originally Posted by fotze

I would tell you to stay away from small natural gas producers based out of Alberta, but apparently that is an emotional argument.

Depends. If you're into 'vulture investing' then they might be the perfect target after the royalty review for a quick buck for how cheap they will be to buy.

Phanuthier · 10-02-2007, 09:42 AM

Quote:

Originally Posted by Delthefunky

I'm an amateur and have a little bit invested. . . just wondering what people here think about nanotech stocks?

I've been scouring this site for a while...
http://www.nanovip.com

I had a longer post, but was lost with a server-busy msg. So in short of what I was gonna say,

Nano - lots of hype right now. Micralyne is the leader of the pack in Canada right now IMO, but they're not pubically traded. Norcada maybe? There's definatly some potential, but I think the field is getting a little ahead of themselves.

Solar Energy - had their sore when the high tech industry crashed, and it made sense to mass produce these things for remote power. I think they'll be stuck at their 8-18% for a while, and there is Spectre-Physics (?) leading the pack and they have the advantage of resources there that smaller companies do not. Lots of ideas in quantum dots, looking for ways to make GaAs or other dopands (ie. In) and I think the field has potential, but if you want a money mover, I'm not sure its ready right now.

What field I think will be big, in a pro-90's Dell kind of investment - bionano. Right now, I have a few hands in mortagages.

Top Shelf · 10-02-2007, 10:25 AM

Quote:

Originally Posted by fotze

I was just thinking that after posting that. A company like Rockyview is hurting at $2.30 down from $7.5 a year ago. If they can get through these poor prices and all that, they may be one to watch.

Too bad Trident Exploration is private they would be a good low priced high risk high reward stock.

Do you work for Trident fotze?

Dr GonZo · 10-02-2007, 05:49 PM

Beautiful day for Yingli (YGE); posted a 13% raise in a single trading day!

Sweeeeeeeet.

Slava · 10-02-2007, 08:01 PM

Well I guess I'd be a fool to not take this thread as an opportunity to let people know that I'm a financial advisor. If you want professional advice, please feel free to PM me.

bluejays · 10-02-2007, 08:09 PM

I'll be the first. haha. Not through a PM though, since this would probably benefit others here, but today there was an article on Yahoo that one analyst predicted this time next year the price of a barrel of oil would be 3 figures in around $100/barrel. Now, I've always traded in Oil stocks and have really noticed that Suncor (SU), among others moves huge with the price of oil one way or another. My question therefore, is, where do you see Suncor in the next year or so? Thanks.

DFO · 10-02-2007, 11:37 PM

Quote:

Originally Posted by fotze

I was just thinking that after posting that. A company like Rockyview is hurting at $2.30 down from $7.5 a year ago. If they can get through these poor prices and all that, they may be one to watch.

Too bad Trident Exploration is private they would be a good low priced high risk high reward stock.

Even if Trident was public I wouldn't touch it. Super risky with maybe average return with the CBM resource plays. The fact they pretty much went broke doesn't help.

FLAMESRULE · 10-03-2007, 07:55 AM

Quote:

Originally Posted by wookie06

Even if Trident was public I wouldn't touch it. Super risky with maybe average return with the CBM resource plays. The fact they pretty much went broke doesn't help.

Wasn't Encana going to buy Trident last year for $1Billion, but had to assume $700MM in debt?? I wouldnt touch Trident with a 100' pole. CBM needs gas prices to go up at least 30% from where they are now. Not to mention the lag time between well onstream and actual production to remove the source water.

I've got about 6 junior oil producers (primarily heavy) and 1 gas with 2 heavy metals and 2 Uranium stocks. The mining companies are doing better than the O+G stocks and U308 is the worst after the subprime crash affecting the hedge funds. The price has dropped from about $135/lb to $85/lb.

I'd have a large cash position right now just to wait out and see the royalty issues. May be a chance to get some great deals.

One I would recommend is BQI (Oilsands Quest). Have a huge amount of oilsands, but in Saskatchewan. Unfairly hit over the royalty issue.