The investment..speculation, out right gambling thread

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<p>I’m running my streaming realtime charts on a 2004 laptop.</p>

<p>I have laptops from 2000, 2001, 2002 that still work just fine. A lot of the older stuff used higher-quality parts back then. I think that 2005 is when HP consumer quality stuff went sharply downhill. Dell has been inconsistent since then - some of their stuff is good and some prone to problems. My wife’s machine has been fine. I clean it out from time to time.</p>

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<p>I already did this on the which has the same CPU generation as the machine from 2007. It makes a huge difference.</p>

<p>Windows 8 is a lot faster than XP and 8.1 is supposed to be moderately better than 8.</p>

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<p>I kept my last car for 12 years and 250K miles.</p>

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<p>UNH +5%!</p>

<p>Microsoft and Google had huge misses. The $compq is getting hammered AH. CMG killed earnings. They’re over $400/share now. AAPL, AMZN down on sympathy. Looks like a bloodbath in techland.</p>

<p>I wonder if NDLS will piggyback on that CMG move.</p>

<p>I shorted some NDLS the other day, but it didn’t move much so I got out. It’s over valued but it could still go up.</p>

<p>Anyone thinking of buying GOOD or ISRG?</p>

<p>Msft going up has been beyond my comprehension for a long time.</p>

<p>GE is up almost 5% because their earning beat the expectations marginally? It sounds like an overreaction to me. Would they sustain it?</p>

<p>Bookmarking…</p>

<p>BunsenBurner, thanks for SGEN. I am up a few hundred bucks in it. I should be up more but that is my own fault. SGEN is up more around 10 percent or more since you brought it up.</p>

<p>I see that hlf is up to 59+. I would not be feeling too good if I was Ackman… Well I guess he is still wealthy. </p>

<p>Intc is below 23. I am short 100 shares even though I said I was going to hold the stock long term. I dont know. I just dont like the math the company has to overcome as the pc market shrinks. I see that amd took it on the chin last week too.</p>

<p>Aapl’s earnings come out tomorrow. I guess aapl has fallen from its pedestal. There seems to be less chatter. I have no idea where aapl closed.</p>

<p>I see that mub is taking a small hit while tlt is up. Maybe it is related to the Detroit issues and the muni market is far from liquid.</p>

<p>I have traded once in 6 days. I have no idea what the market is doing but I am going to take a look. Oh… The market is closed. :)</p>

<p>On housing… I just talked to a friend who works for an investment company and he pretty much said this…</p>

<p>[Investors</a> moving out of housing–here’s why - Yahoo! Finance](<a href=“http://finance.yahoo.com/news/investors-moving-housing-heres-why-164139184.html]Investors”>http://finance.yahoo.com/news/investors-moving-housing-heres-why-164139184.html)</p>

<p>And… This is interesting…</p>

<p><a href=“Investors Struggle With Cash Conundrum - WSJ”>Investors Struggle With Cash Conundrum - WSJ;

<p>I stopped looking for more undervalued condos to buy last year when the prices went up so much. That trade is gone.</p>

<p>I still like housing. NSM looks interesting. PMT has a pretty good yield. NVR missed on earnings but its y/y revenue was up 30 percent.</p>

<p>NFLX beat on earnings but protected lower new subscribers. I think it is a short, but I am not sure when.</p>

<p>Yeah…missed the condo opportunity although around here there wasnt much I wanted.</p>

<p>There is one townhouse going on sale that I would want except there is going to be a bidding war. I dont want to get involved in that. Should help give me an idea what mine is worth since it is in the same complex. :)</p>

<p>I had a feeling you were going to mention nflx. :)</p>

<p>I do invest in munis…the rates have been going up…</p>

<p>Looks like 5 percent for 15 years is out there for A rated bonds. That is not a bad return; although, if rates normalize those rates could go to 6 percent.</p>

<p>Municipalities relied on the markets to fund these pensions and cut their contributions to these pensions. Also, in SF future pensioners did not contribute to their pensions between 2004-2007. This makes things interesting for pensioners and bondholders because…</p>

<p>The returns did not happen so…</p>

<p>[California</a> on the Brink: Pension Crisis About to Get Worse | Fox Business](<a href=“http://www.foxbusiness.com/government/2013/06/11/california-on-brink-pension-crisis/]California”>http://www.foxbusiness.com/government/2013/06/11/california-on-brink-pension-crisis/)</p>

<p>I own a small amount of GOs issued by SF, San Jose, and Oakland.</p>

<p>SF and San Jose are booming. At least SF is…
SF should not have budget issues…
We dont need to get into politics…SF fix your issues…</p>

<p>I still remember Meredith Whitney’s call. Boy is she a dodo bird.</p>

<p>Yeah… Not a big fan of hers…</p>

<p>What? No Apple talk?</p>

<p>^So true. Not much talk on CNBC, either.</p>

<p>I guess Macs are not immune to the pressures on PCs either:</p>

<p>[Mac</a> sales slide for third straight quarter, fall 7% - Computerworld](<a href=“Mac sales slide for third straight quarter, fall 7% | Computerworld”>Mac sales slide for third straight quarter, fall 7% | Computerworld)</p>

<p>FB up 18 percent after hours on good earnings. Gotta admit that one caught me by surprise.</p>

<p>The lemmings strike again.</p>

<p>I see three brokerage houses have upgraded FB today.</p>

<p>[Stock</a> Upgrades: Wall Street Does A Total About-Face On Facebook Inc | Stocks | Minyanville’s Wall Street](<a href=“http://www.minyanville.com/trading-and-investing/stocks/articles/Stock-Upgrades253A-Wall-Street-Does-a/7/25/2013/id/50981?camp=syndication&medium=portals&from=yahoo]Stock”>http://www.minyanville.com/trading-and-investing/stocks/articles/Stock-Upgrades253A-Wall-Street-Does-a/7/25/2013/id/50981?camp=syndication&medium=portals&from=yahoo)</p>

<p>Just in time! Seriously, why would anyone pay attention to people like this?</p>