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Calling Saarang

Chalanachithram.com DB » New TF Industry Related » Archive through May 11, 2018 » Calling Saarang « Previous Next »
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Movieanalyst
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Username: Movieanalyst

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Posted on Friday, May 11, 2018 - 11:53 am:       


Saarang:

Evaranna veeti gurinchi cheppandi...smal lbiotechs are always a gamble...but these look tempting...article is well written:


ivi lottery bets..

pharma sector ki, ninna lump thatha drug prices control seyyataniki competition ni increase cheyistha antunnadu..

manaki secular growth vunde companies kavali...

next big disruption is 5G coupled with AI/IOT ..indulo biggest beneficiaries ni catch cheyyagaligithe early ga, all set annattu...

How abt networking cos, like CISCO/Juniper/Bradcom etc?
 

Gotcha
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Posted on Friday, May 11, 2018 - 11:27 am:       

Jprocks biotech companies anta okasari chudu
...
 

Saarang
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Username: Saarang

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Posted on Friday, May 11, 2018 - 11:14 am:       

Evaranna veeti gurinchi cheppandi...smal lbiotechs are always a gamble...but these look tempting...article is well written:

https://seekingalpha.com/article/4168466-2-attractive-biotec h-stocks-buy-now
 

Saarang
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Username: Saarang

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Posted on Friday, May 11, 2018 - 11:10 am:       


Movieanalyst:

chip companies like INTEL, QCOM, AMD etc inka full benefit avvocha




May be...helf NVDA in the past but haven't been tracking any of these in recent times.
 

Saarang
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Username: Saarang

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Posted on Friday, May 11, 2018 - 11:08 am:       


Movieanalyst:

Saarang:

IBN

IBN or IBM?




IBN...ICICI Bank added it in recent months when it fell. I think its a strong bank...will do much better once they get rid of CEO.
 

Gotcha
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Username: Gotcha

Post Number: 29711
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Posted on Friday, May 11, 2018 - 11:07 am:       


Maverick:

GE


slow ga ameestuna as bokka padutundi naaku
...
 

Movieanalyst
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Username: Movieanalyst

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Posted on Friday, May 11, 2018 - 11:07 am:       


Maverick:


for some reason, I have some kind of aversion on FB...FB account use seyyanu....FB stock anna kooda..I like twitter ....
 

Saarang
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Username: Saarang

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Posted on Friday, May 11, 2018 - 11:06 am:       


Movieanalyst:

aggressive ante


I think its relative le...for me agressive is zero mix of bonds and commodities and investing in Small cap like BZUN, NTNX, IRBT and funds in emerging markets like India.

Most agressive ante LFIN puts.
 

Maverick
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Username: Maverick

Post Number: 67968
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Posted on Friday, May 11, 2018 - 11:06 am:       


Gotcha:

/msft


+1

Saarang:

BZUN, NTNX, IRBT, COF, GE


thanks

Movieanalyst:

NVDIA/AMD/QCOM/INTC/MSFT


i got into intc in 40s, parledu decent run..mostly into faang, added fb when it fell to 150s, glad i did that
There's a cacophony in the truth, A melody in lies and it accompanies one on every journey, From the lows to the highs
 

Movieanalyst
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Posted on Friday, May 11, 2018 - 11:05 am:       


Saarang:

IBN


IBN or IBM?
 

Saarang
Hero
Username: Saarang

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Posted on Friday, May 11, 2018 - 11:04 am:       


Maverick:

any picks other than FAANG?




I am holding BZUN, NTNX, IRBT, COF, GE for some time now. Entered GE when it fell below 15...it hasn't done much but still like it long term. IBN recent drop ayinappudu add chesanu malli.
 

Movieanalyst
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Posted on Friday, May 11, 2018 - 11:03 am:       


Gotcha:

nvda/msft kumesayi ee sari. glad have them in my pf


by end of 2018, we will see 2-3 1tn USD companies ani naa tokkalo ofinion...
 

Movieanalyst
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Posted on Friday, May 11, 2018 - 11:02 am:       


Saarang:

Conservative ante will move towards cash rich companies like Apple, Google etc. I think dominant tech companies will be good in any economy.


aggressive ante
 

Gotcha
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Username: Gotcha

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Posted on Friday, May 11, 2018 - 11:01 am:       


Movieanalyst:

NVDIA/AMD/QCOM/INTC/MSFT


nvda/msft kumesayi ee sari. glad have them in my pf
...
 

Movieanalyst
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Username: Movieanalyst

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Posted on Friday, May 11, 2018 - 10:59 am:       


Maverick:

any picks other than FAANG?


mav NVDIA/AMD/QCOM/INTC/MSFT lanti companies kooda good emo kada...?
 

Saarang
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Username: Saarang

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Posted on Friday, May 11, 2018 - 10:59 am:       


Movieanalyst:

do u play any levaraged etfs?




No. Conservative ante will move towards cash rich companies like Apple, Google etc. I think dominant tech companies will be good in any economy.
 

Movieanalyst
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Posted on Friday, May 11, 2018 - 10:56 am:       


Saarang:


I think the markets are still nervous even though earnings are very good. I am staying aggressive for now and plan to make the portfolio conservative as we get close to November election.


do u play any levaraged etfs?
 

Maverick
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Posted on Friday, May 11, 2018 - 10:56 am:       


Saarang:


any picks other than FAANG?
There's a cacophony in the truth, A melody in lies and it accompanies one on every journey, From the lows to the highs
 

Saarang
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Username: Saarang

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Posted on Friday, May 11, 2018 - 10:53 am:       

Recession prediction is tough as if it becomes obvious, Governments will intervene. But, a good number of economists think there is a decent chance of recession by late 2019. It wont be a deep one like the last one. Interest rate is one aspect, but Fed is shedding assets, that will reduce the liquidity. Present Fed chief does not like Fed holding these.

http://www.businessinsider.com/fed-plan-to-unwind-its-balanc e-sheet-didnt-skip-a-beat-2018-3

I think the markets are still nervous even though earnings are very good. I am staying aggressive for now and plan to make the portfolio conservative as we get close to November election.
 

Bumper
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Posted on Friday, May 11, 2018 - 10:43 am:       

what i understand with my little brain is.

200- 2009 time lo few tech companies did well financially but stocks punished because of people fear or emotions.

even though market seems to be perfectly alright one big incident is good enough antha matash avtaniki. keep some cash to buy if that case comes
beedi hatavoo desh batchavoooooo
 

Movieanalyst
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Posted on Friday, May 11, 2018 - 10:39 am:       

Bro,

tax reform valla bottom line bhari ga improve ayyi, record level profits vasthunnayi kada (based on Q1 trend) if the same continues for next 9 months, stocks might loook very in-expensive (if stays at the current price levels)...so full ga kummeyyatam better antara US lo?

Also AMZN/NFLX/AAPL/ lanti companies overseas expansion lo rocking.....growth rate is very high.....Future tech IOT/AI/CLoud/Hadoop valla chip companies like INTEL, QCOM, AMD etc inka full benefit avvocha? etu side nunchi choosina technology is going to rule after 5G anipisthndi...

recessions 2020 lopu raadu anukuntunnna...Inflation /interest rates inka peak ki poledu (Oil price peragatam kooda US ki better yee..net exporter kabatti)...

so what r ur thoughts?

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