Toronto Escorts

Investment Ideas Thread

clipper

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Given that partaking in the "hobby" is an expensive undertaking, I'd have thought that there would be more interest in investing, on this board.

Just imagine if you invested the same amount of money in investments as you did in SCs/MPs or Escorts. You young guys could buy your own MP in a few years.

I've seen a few posts, but no intelligent commentary, other than
some people thinking they can call the bottom on Nortel.

Since no one seems to be posting much on the SC side, I thought I'd offer my services as your investment critic, with all the crap that job entails.

I've got some solid suggestions, but want to hear from you guys first.
 
M

MrEasy

Well, Here's one I'd like some thoughts / advise on:

Laurentian Bank

Seems like a ripe take-over target.
Realise it's trading just below its 52 week high, but it simply seems too small to survive on it's own. With the economy rebounding and interest rates creeping up, you'd think banking bottomlines would improve big time.

anyone??
 
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clipper

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Laurentian Bank (LB)

Yeah, I owned Laurentian Bank last year at $26 but sold out way too soon. Still made some money on it.

Most analysts like this one. They're expanding into Ontario and the states, trying to get away from being Quebec only. Takeover premium may already be factored into the current market price. Company is performing well. I note good volume and the price has held over $34 for the past three months and has been up near $40 in March.

Probably a good safe bet. Pays 3.3% dividend. Date of record for the dividend is March 27. Buy now to capture the dividend.
Limited downside - no developing market exposure.

Keep in mind the old adage, "sell in May and go away"
meaning markets tend to be dead in the summer. I think owning dividend paying shares is the way to go during a market slowdown. Get your 4% or better and be positioned for the fall
uptick.

My best play in the past two years - buying Trans Canada Piplines (TRP) at $10.25, holding as it went to $23, and all the while collecting a 4%+ dividend.

Sure beats dicking around with Nortel.
 

markbrunell

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Aug 17, 2001
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Laurentian bank

Read the news Mr Easy, Laurentian bank may be undertrading but the quebec union is a killer and theirs a strike vote looming.

best insider tip youll get all year
 

bobqc

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Re: Laurentian Bank (LB)

clipper said:
Probably a good safe bet. Pays 3.3% dividend. Date of record for the dividend is March 27. Buy now to capture the dividend.
Limited downside - no developing market exposure.
3.3% of dividend, lolll if my courtier was giving me this of profit, with my money ,I would kick is butt out of my office.

Come on guys, most courtier can do much better than that with your money.
 

clipper

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Mark, I'll take your word for it - I couln't find any mention of LB strike on the web. Did find http://www.valueinvestigator.com/valuefavourites/
which has a favourable review from ABC mutual funds.

bobqc, didn't understand your reply. If you mean mutual fund managers, mine has outperformed the index. Many of them, however, have lost me money. A little do it yourself with limited amounts is NOT a bad idea.
 

iguana

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Buying an MPA

You guys all know what makes a good MPA. You'd obviously make a much better return in that. And you've got all your clients lined up right here.
Buy waterfront land, buy a classic car. I just heard of a watch that sold for $400,000 three years ago, that just sold again in auction for $4 million (Patek).[High end (not Rolex) watches are a good investment BTW] Why stocks? Who knows what the hell is going on inside most companies?
 

MRMARCUS

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I agree with u iguana. I love watches, about 5 years ago
i was looking to get a JLC reverso for $4k now the damn
things sell for $7k and up.
The only good stock i have had has been pil.to. solid.
The market is just a system so the banks can grab the
little man's money.
 

clipper

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Collectibles versus Equity investing

Things wrong with your argument:

1. In the collectibles market you are always buying retail and selling wholesale. You may have bought the watch for 4k but you'll probably have to sell it through a middleman - oops there go your profits.

2. The collectibles market is way more volatile than the stock market. There are way fewer buyers for whatever it is and they have to be interested when you are selling.

3. Collectibles have value based on their rarity. Unless its gold or diamonds they have no intrinsic value. You assume that the market will always be there for whatever it is. Example:
57 Chevy - boomers remember this car and want it but your kids probably think it looks like a dorkmobile. Values for these things fluctuate wildly.

4. Successful companies grow in size and efficiency over time. They become more valuable because they have more assets, more profits more possibilities.

5. Globalism means there will be fewer but bigger companies.
The bigger will buyout the smaller, generally at a premium to the market price.

6. If the rest of the world consumed resources at the rate North Americans do there would be tremendous energy shortages.
Bottom line, any Canadian oil and gas company is VERY likely to be taken over. It happened several times this past year. If you had been reading an investment advisory, like Investors Digest, you could have made these investments and prospered. I did.

7. When the US dollar weakens, as it inevitably will, given Bush's
economic mismanagement, gold will once again gain lustre.
It's over $300 an ounce (US) now, and will go higher.
There are many profitable Canadian gold mining companies.

8. Real estate is probably the best investment, but the average guy has all his cash invested in a large suburban home which is a major blunder (ask me how I know). Toronto real estate value have skyrocketed this year. Want a pick - Brookfield Properties.
Commercial real estate isn't going away.

9. Most people are investing in their RRSP. I think it is not a bad idea to take say 10% of this and have a self-directed plan
through a discount broker. Keeps you tuned in and makes you aware of what a poor job most mutual fund managers really do.

10. Real collector-grade collectibles are out of reach of all but the rich.
 

james t kirk

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Aug 17, 2001
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I wouldn't short rim.

1. Don't short when the markets are low.

2. Never short near the 52 week low.

3. Rim is just in the process of bringing out a blackberry / cell phone. If they capture even 2% of the cell phone market, the returns will be HUGE. (Give it time.)

4. Nothing touches Rim's technology.

5. Rim is a very well run company with a mgt. that has not abandoned ship on R and D.

6. Rim has the ability to move up very quickly

Unless the economy turns for a dump, tech stocks are at or close to bottom.

The time to short was last year, or better yet 2 years ago.

You don't want to jump on a bandwagon just before the party is over.

You know the old line, "buy low, sell high"

Well, that's very true. The time to buy is now. I know it seems like down down down, and it is, but that's the best time to buy, not when it's at the top.

So many people bought stocks at the top when the economy was growing at 5% per anum and there was tons of money (VC) out there.

That was the time to short.

People tend to get caught up in the momentum, then get burned because the momentum runs out.

The question is, which stocks do you buy now??? with the potential of a nice return in 3 or 4 years?

NT
JDSU
Rim
Win
CDV
Lan

I don't know.

Shorting right now, maybe oil stocks, tech no way.
 

MRMARCUS

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mr clipper i am a novice investor. But watches is something
i love and know a little about. JLC is a watch that i love and
have watched the price soar over the years. If i were to buy it
would not be in N America were are prices are inflated.
I have seen the watch for half the retail price in Amsterdam.

I am interested in buying real estate, condo or house what
do you suggest.
 

clipper

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MrMarcus, I am not knocking collectible items, per se. If you have expertise, as you obviously do, then that could be a ggod item for you to invest in. In addition, the item gives you pleasure.
My point was that it's a thin market and you really have to know what you are buying.

The best investment in Toronto is probably a condo. In a central suburban area like Richmond Hill, it's probably a bungalow.

The baby boomers are the biggest population "lump" and we
still drive the economy. We are all getting older, so will probably want lower maintenance living in the near future.

Location is always the key factor in real estate values.
Access to services like hospitals etc is more important the older you get.

Trouble with real estate is that most people already own all they can afford. Mortgage rates will be going up this year, so prices should at least stailize and may even fall a bit.
 

iguana

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Counter point

probably have to sell it through a middleman
ebay
Unless its gold or diamonds
That's why watches..they do have an intrinsic value
Successful companies grow in size and efficiency over time
Some do, but that's no guarantee that some horrible meltdown won't happen...how much do you understand what's going on inside the firm
bigger will buyout the smaller
Perfect logic as long as you know who will buy out whom.
gold mining companies
Resources are a very high risk sector. I would agree on good prospects on gold however
large suburban home
Much smarter to buy Toronto home than Pickering home...in the right hood. Also why not buy 2nd home with minimum downpayment and pay off as rental property (quite easy to do esp if retrofit basement added).
collector-grade collectibles are out of reach of all but the rich
That's whose money you want when you sell.
As far as blue chip collectables I would say late 60's Camaro or Corvette is as solid as any stock.
I have a friend who used to be a professional stock analyst (for a huge firm for a decade)and she says she'd never invest directly in stock personally.
The best investment in Toronto is probably a condo
But not much you can do to improve them. In sum stocks are fine, BUT there are other ways of investing.
 
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Nortel and Beer...

My guy, from BMO Nesbitt tells me that if I'd owned $10K worth of Nortel 18 months ago, it would be worth about $60 now.

On the other hand, if I'd had $10K worth of beer, I'd still have $140. worth of empties...

I'm not sure of his math, but I suspect it's not far off!
 

MRMARCUS

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iguana that was funny. somethings are not worth
arguing over. i would love to own a phillipe patek.
You can wear it and you will not lose money.
Antique cars are getting harder to come by, i would
like a nice ferrarri dino 1974.
dreaming again.
 

clipper

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clipper gets the gold!

Did anyone notice?

Gold is "on wheels". Hey, look at k.to(Kinross) - $2.85 today.
I bought at 1.55 and again at 2.15. All the golds are on fire.


True to my prediction, the "Bush-league" Republicans are going to put the US economy in the ditch.

Four things happen with a Bush in the White House:

1. Lots of yap-yap about free markets, but protectionist actions:
Canadian workers get f*cked

2. Financial scandals - savings and loan fiasco for Bush senior,
Enron for Bush jr. Both had direct links to the White House.

3. Middle East war

4. The US economy gets flushed

Let these guys boo the anthem. Take pity on them.
They were stupid enough to vote for "W", hell they think he's a hero. Wait till the bill comes due.
 

Dr. Faust

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I Like This Thread!

This could be a very interesting thread. OK guys n' girls what's going to happen with Margin Calls if NT goes below$5.00? Like the rest of your Picks, Kirk. :D
 

clipper

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Investment Thread Followup

I hope you all took advantage of this thread and loaded up on junior gold stocks.

Watch the Yahoo most actives: Kinross (K), Bema, TVX, etc etc. have all about doubled in value.

Nortel has gone down (of course). Junior oils have held even or gone up.

RIM had one bump up as I predicted based on Cisco good news, and everyone then dumped it. JDS is Ugly.

Mutual funds are fine, but you should realize that stocks rotate through cycles. We are in the metal cycle now.

Many posts complained about overpaid CEOs as if that should preclude investment. This is largely a tech-stock issue. There's a few other abusers like Magna, but in general, a good CEO
works hard and is not overpaid vis-a-vis some sports doofus.

Prediction: Gold has more upside. Oil and gas will improve.
Buy Cdn bank stocks on market corrections.



:D
 
Ashley Madison
Toronto Escorts