US Stock Picks and Trading - 2015

DesBhakt · Post by **DesBhakt** » Fri Jan 02, 2015 1:24 am

Starting this thread US Stock Picks and Trading for 2015.

Thoughts on the Oil stocks in 2015?

Lakshya · Post by **Lakshya** » Mon Jan 05, 2015 9:36 pm

If you want to play , Buy SDRL or its LEAP. Once Oil recover this one will Roar back or will go Bankrupt if Oil cant recover. :))

Bought Jan 2017 15 Call.

Sid · Post by **Sid** » Mon Jan 05, 2015 9:56 pm

AAPL is down about 12% from its top. Good time to add to positions, before the monster quarter, and announcement of more buybacks.

ThorlaPatil · Post by **ThorlaPatil** » Mon Jan 05, 2015 11:57 pm

Desi, Sid, Lakshya, Technyt and other experts, What is your take on the stock market this year? Any particular stocks or sectors you think will do better than others? Thanks, TP

venkat786 · Post by **venkat786** » Tue Jan 06, 2015 12:23 am

i get a newsletter ....so I am pasting the highlights for the benefit of our members:

Okay, so here is the Fearless Forecast: In my view the economy will continue to grow, as stated above, at an accelerating rate. As we saw from data released by the Commerce Department, the economy grew at 4.6% in the third quarter and 5% in the fourth quarter of last year. It is going to be hard to put a lid on this kind of growth and I see it continuing over the coming months. While this sounds great, an economy our size cannot grow at that rate for very long without bad things happening. This kind of growth will create the dynamic I discussed above, as all the competitors in the economy marshal their forces to meet the increased demand, all this economic activity will also create large profits for corporate America. These profits will translate into higher stock prices. Driven by all this economic activity and all these profits, I see the Dow continuing to climb to 19,500 by the third quarter of this year. However, that is where I see the party ending. I see a Bear Market starting towards the end of the third quarter driven by the coming recession that all the growth we will experience this year will create. The Market generally goes into a Bear in anticipation of a coming recession. This implies that the actual recession will be in 2016. The problem that I see with this next recession, and the associated Bear Market, is that the normal weapons that the Federal Reserve has available to battle with these old enemies have practically been depleted in the last war that was fought in 2008-9. We have lowered interest rates to practically zero, we have borrowed trillions of dollars, we have bailed out financial institutions, all of which served to stave off what could have been a massive depression. This time around, can interest rates go lower than zero? Who are we going to borrow trillions of dollars from? The rest of the world is in worse shape than we are. Not only are they not be available to lend us money, but if our economy deteriorates, they could be in really bad shape. China and Europe will not be our lending saviors but cement shoes pulling us down as we try to keep our head above water. If the scenario plays out as I see, the Bear Market that starts towards the end of this year will drag on well into 2016 and it could be a Bear of significant proportions.

Sid · Post by **Sid** » Tue Jan 06, 2015 1:24 am

ThorlaPatil;589925Desi, Sid, Lakshya, Technyt and other experts, What is your take on the stock market this year? Any particular stocks or sectors you think will do better than others? Thanks, TP

I wish I could look in to the future! I'm not any expert by any means (just been lucky enough to bet small on the unlucky bets). I still believe AAPL is undervalued. Barring a major economic crisis, it can easily go up by another 30-40% in 2015. I'm also positive minded about tech in general, hence my positions in TQQQ. Beyond that, your guess is probably as good as mine.

NJ2HYD · Post by **NJ2HYD** » Tue Jan 06, 2015 5:06 am

Hi I am holding DDD stock bought at $76, can anyone suggest if it is good time to buy more at the current levels and average? Appreciate your suggestions.

Thanks

Sid · Post by **Sid** » Tue Jan 06, 2015 5:31 am

NJ2HYD;589939Hi I am holding DDD stock bought at $76, can anyone suggest if it is good time to buy more at the current levels and average? Appreciate your suggestions.

Thanks

You should have tax loss harvested on this last month. I too was holding a small position at loss. I sold it and bought Stratasys.

Why did you buy it, and if you sell it, what will you do with the money? Why will you buy more?

NJ2HYD · Post by **NJ2HYD** » Tue Jan 06, 2015 5:54 am

Sid,
I have enough loss carryover so no need to worry about tax loss harvesting. I read and felt DDD is the market leader in 3D printing and bought almost 9 months back. It did not workout as expected. Somehow I feel it came down to drastically and hope might turn around from here. It's just a thought i can average my price and come out of this without much loss.

techynt · Post by **techynt** » Tue Jan 06, 2015 6:19 am

Who is this guy, he is all over the place??

So in 3rd quarter bear market will start. And in 2016 recession will start.

Below is the best part from his rambling.

"I see a Bear Market starting towards the end of the third quarter driven by the coming recession that all the growth we will experience this year will create."

venkat786;589927i get a newsletter ....so I am pasting the highlights for the benefit of our members:

Okay, so here is the Fearless Forecast: In my view the economy will continue to grow, as stated above, at an accelerating rate. As we saw from data released by the Commerce Department, the economy grew at 4.6% in the third quarter and 5% in the fourth quarter of last year. It is going to be hard to put a lid on this kind of growth and I see it continuing over the coming months. While this sounds great, an economy our size cannot grow at that rate for very long without bad things happening. This kind of growth will create the dynamic I discussed above, as all the competitors in the economy marshal their forces to meet the increased demand, all this economic activity will also create large profits for corporate America. These profits will translate into higher stock prices. Driven by all this economic activity and all these profits, I see the Dow continuing to climb to 19,500 by the third quarter of this year. However, that is where I see the party ending. I see a Bear Market starting towards the end of the third quarter driven by the coming recession that all the growth we will experience this year will create. The Market generally goes into a Bear in anticipation of a coming recession. This implies that the actual recession will be in 2016. The problem that I see with this next recession, and the associated Bear Market, is that the normal weapons that the Federal Reserve has available to battle with these old enemies have practically been depleted in the last war that was fought in 2008-9. We have lowered interest rates to practically zero, we have borrowed trillions of dollars, we have bailed out financial institutions, all of which served to stave off what could have been a massive depression. This time around, can interest rates go lower than zero? Who are we going to borrow trillions of dollars from? The rest of the world is in worse shape than we are. Not only are they not be available to lend us money, but if our economy deteriorates, they could be in really bad shape. China and Europe will not be our lending saviors but cement shoes pulling us down as we try to keep our head above water. If the scenario plays out as I see, the Bear Market that starts towards the end of this year will drag on well into 2016 and it could be a Bear of significant proportions.