General > General Technical Chat
Stock market portfolios in tech or electronic industries
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EEVblog:

--- Quote from: BravoV on September 14, 2020, 06:31:57 am ---What to do ? What to do ?  :scared:

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"Buy the rumor, sell the fact"?
EEVblog:

--- Quote from: BravoV on March 28, 2013, 01:10:44 pm ---
--- Quote from: ivan747 on March 28, 2013, 12:36:37 pm ---I have been watching Altium stocks, but they seem to be stuck on $1.20 per share. Danaher, like it or not is growing very steadily, but I think the stocks would plummet if Tektronix has to close.

--- End quote ---
To be honest, Dave's rants on Altium somehow affected part of my view and decision toward their stock.  ::)

--- End quote ---

And they hit $40
I almost bought $10-20k worth at 10 cents. That would have been worth $4M-$8M at the peak  |O
EEVblog:

--- Quote from: komet on March 28, 2013, 06:55:37 pm ---My number one investment tip to anyone who will listen is to never invest in an industry that you give a toss about. It is far too easy otherwise to confuse the quality of the company's products with the quality of their stock. Better to invest in something you're indifferent to and analyse the market as an objective outsider.
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But sometimes close knowledge of a field or even inside culture knowledge could have helped a lot.
I literally could have retired if I invested in Altium when I was going to, and held on.
I *knew* the company was debt free and practically at cash value.
I *knew* the company shift would focus back to profit when the founder was stabbed in the back and forced out, and that the SP would eventually improve and they'd start paying a dividend.
What I didn't know was how long that would take and how far it would have gone.
But yeah, I had been burned by Altium shares in the past and I knew the market and company intimately, so when the CEO change happened that kickstarted the whole revival, I was kinda burned and foolishly didn't invest.
So pro's and con's.
Doesn't Warren Buffet say only invest in stuff you know about?
Ed.Kloonk:

--- Quote from: EEVblog on September 14, 2020, 07:09:04 am ---
--- Quote from: BravoV on March 28, 2013, 01:10:44 pm ---
--- Quote from: ivan747 on March 28, 2013, 12:36:37 pm ---I have been watching Altium stocks, but they seem to be stuck on $1.20 per share. Danaher, like it or not is growing very steadily, but I think the stocks would plummet if Tektronix has to close.

--- End quote ---
To be honest, Dave's rants on Altium somehow affected part of my view and decision toward their stock.  ::)

--- End quote ---

And they hit $40
I almost bought $10-20k worth at 10 cents. That would have been worth $4M-$8M at the peak  |O

--- End quote ---

I've never met a punter investor that applies the same scrutiny in reverse. I.e. look at a chart and focus on the top of the cliff down to the trough and say something like "Gee, I dodged a bullet there." (substantial loss of capital)

Whilst I understand that the "what if I only.." is very exciting, the best approach is the slow and steady one. Boring, I know.

VK3DRB:

--- Quote from: EEVblog on September 14, 2020, 07:09:04 am ---
--- Quote from: BravoV on March 28, 2013, 01:10:44 pm ---
--- Quote from: ivan747 on March 28, 2013, 12:36:37 pm ---I have been watching Altium stocks, but they seem to be stuck on $1.20 per share. Danaher, like it or not is growing very steadily, but I think the stocks would plummet if Tektronix has to close.

--- End quote ---
To be honest, Dave's rants on Altium somehow affected part of my view and decision toward their stock.  ::)

--- End quote ---

And they hit $40
I almost bought $10-20k worth at 10 cents. That would have been worth $4M-$8M at the peak  |O

--- End quote ---

There is a biotech company in Australia called CSL. In the mid 1990's, when the CSL stock exchange float happened, a mate and myself each sent a cheque for $2,300 for 1000 shares at $2.30 each. Australia Post took one week to send the cheques to Melbourne from Wangaratta (220km away) and we missed the float by 1 day.

Those shares are now worth each close to $300,000, NOT INCLUDING the dividends.

The bad thing about CSL is they used to do biological experiments on orphaned babies when CSL was owned by the Australian government. They procured many of these babies from the Broadmeadows Babies Home in Melbourne, which was run by the Catholic Church. Easy pickings - these babies had no-one to speak for them and no-one to protect them. So missing the boat on the CSL float is not such a bad thing after all.
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