thevinh’s Activity

Tue Mar 25

NL

Watercooler Post

thevinh wrote 2:06 PM

Just sold RBL. Recent news about the situation seems to be complicated. Perhaps it'll take a while. I don't want to follow too complicated news.

Thu Mar 13

NL

Watercooler Post

thevinh wrote 2:04 PM

My portfolio is down to 27 stocks. I have shares of RBL --> Russia S&P ETF. I fell down lower that what I had paid. However the share prices should be good in medium term. I looked at some issues in Ukraine and Russia posted over the Internet --> I found those issues are resolve-able in peaceful ways. Especially they said that Russian troops have a base with long-term lease in Crimea --> they have stationed there many years without any problems to Ukraine? If so, why change it? Russian soldiers there will spend money in local economy. About pipeline going through Ukraine --> Canadian companies also have pipelines running in USA, but I think they're paying kind of taxes to USA. If Russian pipeline companies also pay kind of taxes to Ukraine --> it's normal! I guess there are too many speculations circulated in Ukraine and Russia!

NL

Watercooler Post

thevinh wrote 9:45 AM

CALL (magicJack) is flying again. Yesterday there were 40% floating shares shorted. How would they recover their positions this time? What would be the value of CALL? ----> Currently 1 million shares changed hands, but price up by 27.10 %. What about the other short-sell shares --> when they're back in the market?

Mon Mar 10

NL

Watercooler Post

thevinh wrote 6:15 PM

I am reading "The Intelligent Investor" by Benjamin Graham. It is a good book, but it'll take a while to finish it. So far it reveals strategies and consideration in stock purchases. Probably I'll need another book to evaluate/calculate "fair" value of a business. The strategy to buy dumped shares of a business that I like is also good for me, because the premium or speculation in prices had been removed due to temporary bad news.

Fri Mar 7

NL

Watercooler Post

thevinh wrote 9:55 AM

ALSK: yesterday their shares went up around 9%. Today it is going down by 15% so far. From the quarter report, the AWN is not very profitable as stated, but LTE is the necessary investment by ALSK, I think. Most of wireless operators are upgrading to LTE for faster speed data transfers including steaming video to a smart phone. They paid off around 100 millions of debt last year, I think. In the call transcript, they mentioned that Verizon Wireless may enter the market. However, it is good if you can get network up-and-running earlier and get customers. Anyway I don't want to sell my shares for short-term fluctuation ---- Will it go down further?

Wed Mar 5

NL

Watercooler Post

thevinh wrote 10:38 AM

CA:EFL Electrovaya's shares have been going up for a week with relatively high volume (for CA:EFL). It started upward momentum at the same time as Tesla announced plan to build its battery factory. Electrovaya also has a new board member (influential business strategist). I guess, this time CA:EFL shares will go up consistently? It is year 2014.

Tue Mar 4

NL

Watercooler Post

thevinh wrote 9:14 PM

Actually any readers of my notes should be careful. A sector could be under temporary trouble to get share prices depressed, but if everybody jumped on them ---> overvalue quickly. I don't hold shares of any companies forever. I'm reading news from time to time ---> if it is getting ridiculous, I'd sell shares and get out. Good luck and be careful.

Fri Feb 28

NL

Watercooler Post

thevinh wrote 2:11 PM

I don't short any company's shares or call/put any options. These strategies require too much work or attention on the investment to me. Buy company's shares at reasonable or dumped prices --> less work. Probably they called this "margin of safety"? Anyways it requires "work" to find company that I'm interested in, even at reasonable expected ROI.

Thu Feb 27

NL

Watercooler Post

thevinh wrote 4:17 PM

Vanguard's VFINX (index) and VOO (ETF) are for S&P 500 based on 2 articles. I'm not sure the differences. I have bought many US companies' shares, so I've picked VEU for diversification.

NL

Watercooler Post

thevinh wrote 2:02 PM

What is the difference between an ETF index and other indices? S&P Index: "The S&P 500, or the Standard & Poor's 500, is a stock market index based on the market capitalizations of 500 large companies having common stock listed on the NYSE or NASDAQ. The S&P 500 index components and their weightings are determined by S&P Dow Jones Indices. It is one of the most commonly followed equity indices, and many consider it one of the best representations of the U.S. stock market, and a bellwether for the U.S. economy." ------- VOO is an S&P 500 ETF by Vanguard. Stocks included in S&P 500 index are determined and maintained by S&P. If US economy is doing well, then should VOO. Other ETF relies on the stock selection by the offered company. Some ETF picks large companies in a sector, some picks all companies in a sector, etc. Based on the current market, I think ETFs for financial sector and mining sector are at bargain prices, and should do well in the medium term. Financial/bank sector is the backbone of the economy, but currently they are not out of legacy issues or completely complied to new (future) rules --> they're adjusting their business to comply to those. Selected financial ETF should be doing well. Mining sector is in trouble with low prices on base metals, because the economies of many major economies are not recovered completely. Selected ETF for mining sector should be doing well in medium term, too. US housing market have been recovered ---> does not look like we can find bargain prices in housing related equities --> does not mean that those real estate equities will not do well in the future.

NL

Watercooler Post

thevinh wrote 1:06 PM

From "The Intelligent Investor": even you hired a financial advisor, you'd need to do investigation yourself. That leads to the point that why should you pay them in the first place if they don't have superior knowledge than you? I think, the advise to buy index/ETF funds as a self-directed small investor is a safer way --> you do it on your own without paying and doing the work anyways. Currently there are many stock advisor services offered from the Internet at low fees + reading many articles from the Internet + good books ---> better knowledge and investment (pick stocks or funds by yourself), I think.

Wed Feb 26

NL

Watercooler Post

thevinh wrote 3:48 PM

From a book: you should hold between 10-30 stocks and not all in an industry. I have 31 stocks and major portfolio is in financial. Anyways banks are good after collapsing in 2007-2008. Governments are putting lots of rules to make sure that they wouldn't fail again. As an individual or small investor, we have large investors and governments working to make sure banks are profitable and good! Sound like good insurance --> buy and walk way equities. Actually most banks are currently traded under their book values and still not out of the wood completely yet --> kind of bargain prices. In good days ahead their shares should be traded more than their book values --> unexpected gains. Buying bank shares is kind of boring but safer, I think. Vanguard actually offers many good ETF and index fund as a ticker at low fees. I bought VEU shares. One day I'd buy medium-term bonds whenever I could understand those better. An alternative is to park cash in money market funds, I think.

NL

Watercooler Post

thevinh wrote 2:11 PM

Market fever: it's hard to predict trader activities or thoughts. TELSA plans to build a battery factory for its own electric cars --> share price jumped substantially. It is worth close to or more than GM?! If it is the case CA:EFL must be worth more than 1 billion as it produces lithium ion batteries for electric cars, power grid, electric power ferry, portable battery for power utility, etc. Anyways TELSA is kind of momentum trading shares... It is interesting to see how share traded in a couple of quarters or a year from now.

Fri Feb 14

NL

Watercooler Post

thevinh wrote 9:47 AM

CA:BBD-B: This company's shares were dumped to over sold territory yesterday. I think, I had purchased shares a little bit early. Anyway I don't have a crystal ball. Based on the information, its developed C-Series airplane has top performance in its category. The delivery date is delay again, but they have enough cash for this development. C-Series is not the only product BBD-B offered. I think, I have to wait for shares to rebound substantially as I don't know what traders are planning.

Wed Feb 12

NL

Watercooler Post

thevinh wrote 4:54 PM

There were some concerns about basic services that people should have at home. Let's prioritize them for home phone, internet, TV, and wireless phone. First home phone should be considered as essential service with free local calls. Second high speed internet is good as with it you can read news, watch free video - especially you can get inexpensive VoIP home phone as with Magic Jack - this should replace your home phone above. Third would be cable TV or satellite TVs. Fourth would be a mobile phone. Of course it would be nice to have all of those. I am not sure if you can watch local and basic channels with a TV with good antenna anymore.

NL

Watercooler Post

thevinh wrote 11:26 AM

CALL: Magic Jack shares is going up. Its web site has been updated. It looks good and nice. Actually the 5-year plan is very good for its value. Personally I like home phones at home for convenience with cordless phones around the house. Cellular phone is an extra for travelling or on the road. I don't think cellular phone can replace traditional home phone. Perhaps singles only need a mobile phone, but a family should have a home phone with (free) long distance features. Magic Jack offers free calls to USA and Canada --> good enough for my family.

NL

Watercooler Post

thevinh wrote 11:20 AM

Original article for ALSK: http://www.fool.com/investing/general/2013/12/13/top-telecom-stocks-for-2014.aspx

Mon Feb 10

NL

Watercooler Post

thevinh wrote 1:20 PM

ALSK: "Alaska Telecom used to be a huge dividend play. The stock hovered around a 10% yield for years, then spiked to more than 25% in 2012. That's when the dividend was cut to one-quarter of its formerly generous self, triggering an even larger share price drop. When dividends were cancelled altogether, the writing was on the wall and shareholders didn't panic a second time." "The company took its dividend budget and spent it on building a high-speed 4G LTE network. That strategy paid off in 2013 as wireless sales skyrocketed, driven by the new high-speed data plans." ------------------------------------------------------------------------------------------------------------------------ I like this company. Based on this article and current share price, it should be at a bargain price. Perhaps we should give ALSK several quarters for the rebounding share price. I'm not interested in dividends anyway.

Fri Jan 31

NL

Watercooler Post

thevinh wrote 10:06 AM

Market has been fluctuating in the last couple of days. This morning many companies' share prices were down between 1%-5% in small volume. The SP and NASDAQ indices were down around 1%. The index is more stable. VOO showed the PE=16. VEU showed PE=14. It seems like this is a market correction that many analysts have been talking. However, economy of many countries are not in full steam --> no recession. This correction should be over soon --> seems like an small number of short sellers are selling. Others are waiting to pick up shares.

Wed Nov 20

NL

Watercooler Post

thevinh wrote 5:39 PM

Stock market seems to fluctuate up and down to wait for the next round of earnings. As many articles stated that the RE does not justify share prices. Probably there would be a market correction to justify earnings, then rebound slowly with earning seasons; OR share prices keep hovering until earnings improved?

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