Yahoo!7

Finance Forums

Post GFC - How do we invest?

Create Reply

Page 1 of 25

First Page
< Previous
Next >
Last Page

Sort By:: Newest First; Oldest First

Firefly_au
30 Mar 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 16:51

Gday all you investors out there.

In these post GFC days when the markets are tending to be flat or very volitile. What sort of investment has been found to work best?

In my case short term I have had some success with equities in companies with a proven track record that pay good dividends ,also in cash in fixed interest accounts residentual and comercial RE, at least on paper.

I also still have a toe in more risky resource stocks and over the longer period they have done well but not in the medium to short term this year anyway!

Over all on paper my returns are still positive for this year, but not by a high percentage. My focus is on "investing" not so much "trading" at the moment.

With investing long term the trick IMO is to reinvest your returns and utilize the multiplier effect as best we can with good companies. IMO Trying to pick 10baggers is like gambling on horses and we are doomed to fail even if we do win now and then!

If anyone would like to comment generally about what seems to work and not work for them please do? Just remember not too much personal detail because this is a public forum!

Cheers
Fire

JASON
04 Apr 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 17:11

Hi Fire,

You know my investment history/interest so I won't bore you with it again but good luck getting any genuine takers, it will be interesting who replies & with what

hai_zhe_guo
23 Jan 2010
Sign in to report this post.

Posted Tue 29 Nov 2011 18:02

Companies that print money for governments, make aircraft carriers and weapons, process and retrain unemployed workers, infrastructure monopolies (such as water utilities, toll bridges, airports), banks which make money trading markets and exchange rates, tax collection services, miners who have no debts and low costs of production overseas, shipping and logistic companies, Central China real estate after this drop (buy low), western businesses and others assets that will be cheap or liquidated, consulting services to western governments, election services, health services, funeral homes, nano-technology, space technology, science services, internet filters, more

Professor
11 Jan 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 18:22

RE ""Professor with his $2,222 on ounce for gold is also is""

Anywhere all that Euro money will go in the coming days, months, years as the EU melts.

I expect gold to increase by $500/oz in one day if there is a rush for the exits, and peak at $2222/oz before profit taking sets in.

Have a look at Jasons 10 year returns in multiple currencies at:

http://goldprice.org/

13.2%-21.1% pa ten year average and very few years of red or losses in any country since 2002

Professor
11 Jan 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 18:30

To watch gold increase by $500/oz watch this link:

http://www.kitco.com/charts/popup/au24hr3day.html

To watch the EU+US melt watch the virtual games and BS*BS on a spinout.

Who will win the Nov 2012 US elections?

What will mortgage interest rates be in the EU+US?

Watch who makes the most promises at elections and cant pay for anything except by borrowing or accounting magic or ugly diversions.

Milly
06 Nov 2011
Sign in to report this post.

Posted Tue 29 Nov 2011 18:30

Hey FF,

Shares have been a loss for me this year so not buying or selling atm.

Have $60,000 on fixed term deposit which is good but then half of me thinks should that $60K go towards an investment property and the rent returns help pay off.

Owe nothing - life is good.

Casper

Jack
07 Dec 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 18:47

Buy LYC. Ready to rock and roll. $1.18.

Some things never change.

Me spruiking LYC.

Professor spruiking #$%$

Pooh Cake still grovelling around for someone to talk to him..ha ha ha ha

Milly
06 Nov 2011
Sign in to report this post.

Posted Tue 29 Nov 2011 18:51

Poohcake eating warm salty mayo

Thanks for the tip jacko but not buying atm

JASON
04 Apr 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 19:00

golds boom time is over, its easy to talk up an investment following its biggest gain in history, the best investments are the ones that have a long term history of gaining rather than a recent one off

Jack
07 Dec 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 19:12

No prob Milly - they're not for everyone. Gotta be able to sleep well at night - and that takes a good consience, good living and good investments.

Thats also 3 reasons why gonad gobbler is an incurable insoniac. He deserves to be.

Professor
11 Jan 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 19:15

RE ""golds boom time is over, its easy to talk up an investment following its biggest gain in history, the best investments are the ones that have a long term history of gaining rather than a recent one off""

Jason I expect a $500/oz increase as Europeans rush for the exits.

You can look at the gains since it was $35/oz, and gold cannot be printed --only mined when the price exceeds production costs.

My real question is do you expect Inflation (printing in the EU+US+Japan+...) or Deflation?

Both are good for gold while real interest rates are low. Are you seriously suggesting real mortgage and business interest rates in the EU+US will sky rocket any time soon or in the next decade?

I dont. There would be wars (also good for gold) first.

What other investment or trade can you identify is good if there is inflation, deflation, war, stupidity, or a hedge to all other investments?

Professor
11 Jan 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 19:18

Jack just as you were ""right"" about lyc, Bruce was right on about the US federal reserve, and maybe Jason about farmland and growing your own food.

Jack
07 Dec 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 19:25

Absolutley professor...just like he was right about 9/11 and right about Martin Bryant and right that he neevr blackmailed anyone - well he did but it was only a really really little bit...and he was right about not stlking anyone even though a Magistrate made an Order against him....

I'lll stick with what i know is right thanks professor and not some wick wankers distorted view of the world.

Jack
07 Dec 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 19:27

Growing your own food ? Has the great unwashed one planted a farkin' PAL tree in his backyard or something ?

Firefly_au
30 Mar 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 19:41

Well Jay

It seem folk do really want to talk about finance issues here after all!!

Thank you all for contributing and I hope you all will continue in this manner into the future and we can ignore the more disruptive elements in our midst.

Jay I think Property in the right location will always do well and I believe unless the world falls into a black hole.

Prof - Commodities such as gold still have further to go so you have a point too!

Jack - I am already in your favorite Rare earth miner and soon to be manufacturer and plan to study NCs announcement in detail this evening.

Hai - yes it might be boring to invest in utilities and weapons but is should be safer than some out there. Especially if you think war is likely.

Casper - cash in a term deposit is good too and the returns are not too bad compared to equities atm I reckon.

If I missed anyone that made an attempt to reply to my question please forgive me as it was not intentional. Thanks again to you all.

Cheers
Fire

Paul
28 Oct 2011
Sign in to report this post.

Posted Tue 29 Nov 2011 19:45

ffly

thinking of buying this bike, be interested to know what you think, it's an investment of a different kind

http://www.bikesales.com.au/showroom/details.aspx?R=597216&__Qpb=1&Cr=8&__Ns=p_PremiumListing_Int32%7c1%7c%7cp_Year_String%7c1%7c%7cp_ReleaseMonth_Int32%7c1%7c%7cp_Make_String%7c0%7c%7cp_Model_String%7c0&__N=2995%202951%203116%204294793790&silo=1408&__No=15&seot=1&__Nne=15&trecs=36&__sid=133F0DBA6513

P

Paul
28 Oct 2011
Sign in to report this post.

Posted Tue 29 Nov 2011 19:46

farrk this forum is #$%$ how does that link look to you on the page?

Jack
07 Dec 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 19:54

G'day FF - Yeah I knew you were in. I suggest you have a look/listen before the market opens tomorrow as i expect a spike on top of this and the POL should only boost it further. Happpy days.

Some v impressive numbers from the man himself. Revenues of $1.5B which is the 70% of production already locked in. Still leaves 30% of product to sell which could easily make revenue $2.5B. P/E 10 (possibly higher with no debt , no tax for 12 years and low overheads) ..and revenues on going for between 3 and 10 years. 1.7B shares on issue gives me an earn of about 1.40 - 1.50 per share - x (pick your own p/e) and work it out.

Then we have Duncan deposit - and Malawi mine which he is v v confident will remain in LYC hands...how many numbers does your calculator display ?

Paul
28 Oct 2011
Sign in to report this post.

Posted Tue 29 Nov 2011 19:57

jack well done on lyc mate - got myself a few a while back and happy to keep holding into production and profit

thks for the link on hc - hadnt checked the site out before but had been meaning to

PD

Jack
07 Dec 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 20:01

Well worth a look Paul....should drive the shorters out - and the investors in...

HC is how a forum should be run...they boot the riff raff out and its kept on track that way. No one that i know of on HC has ever been stalked or blackmailed or harassed by email - so the riff raff free zone has a lot going for it.

Too much to ask for here - but why not enjoy feeding the animal when it sticks its nose in - and i keep my serious stock chat for HC.

Firefly_au
30 Mar 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 20:09

Hi Paul

Investing in life hey?

That Guzzi should be a great bike! I reckon I would love it. Just a bit of advice so please excuse the ride leader tendencies coming out in me here -

If you have only ridden Sports or Touring bikes you might find it a bit chunky and slow for you to enjoy it as it is a "cruizer" It will have low down grunt and a nice note and once moving should be easy to ride. It will be relatively heavy at low speed so it will take some personal size and strength to ride it comfortably in city traffic.

It is a Tansverse V 1000cc so you will need to be very careful until you get used to riding it it will still be much quicker than most cars and dangerous if you push too hard too soon!

Make sure you take one for a good test ride before you buy it to ensure you are really happy with it - I made my dealer let me take a brand new bike for the day ( and I told him I was going to do it too!) I told him if I like it it's mine! I have never looked back.

Cheers
Fire

JASON
04 Apr 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 20:24

Hi Prof,

"You can look at the gains since it was $35/oz, and gold cannot be printed --only mined when the price exceeds production costs"

You can always look at the gains of an investment following a boom & say look how good it is but if you look at gold pre-boom it has a poor past as an investment, gold may not be able to be printed but it is dug up, never consumed, over speculated & jewellry can be sold back into the market

"Are you seriously suggesting real mortgage and business interest rates in the EU+US will sky rocket any time soon or in the next decade?"

I dont remember saying that lol, oh I didn't

"What other investment or trade can you identify is good if there is inflation, deflation, war, stupidity, or a hedge to all other investments?"

You already know I'm going to say property lol, for a start it gives a great return without selling it that gold does not have the benefit of also you can write-off alot of tax which you can't with gold. History on property shows no matter how much it drops it always recovers bigger & better than before, outdoing gold over the long term history. When property does drop, I have never witnessed a drop in rental returns

JASON
04 Apr 2009
Sign in to report this post.

Posted Tue 29 Nov 2011 20:27

Prof,

"My real question is do you expect Inflation (printing in the EU+US+Japan+...) or Deflation?"

I live in Australia, last I checked we are not printing money

Firefly_au
30 Mar 2009
Sign in to report this post.

Posted Wed 30 Nov 2011 07:54

Hi Jack

Over the last 6 months it hasn't performed too well as it became the plaything of the big end of town and shorting. This is understandable given they are not a producer yet. Their seems to be a huge amount of SP manipulation pre-production but once that ends I believe it will be a success.

Once they get into production then watch the shorter get burned! If NC's projections are even 100% higher than what occurs the sp with a PE ratio of 10 should be between SP 5 and 7 dollars. I used PE10 because there could be further economic difficulties ahead around the world and it is easy to do in my head lol