Stocks!!

[s2kinteg916]

Im new to stocks and i been researching stocks here and there. Are there any stocks u guys recommend.

[Chris]

These are what I own:

AMZN 38.91 +0.36
ATYT 16.14 +0.25
BFLY 2.06 +0.02
DELL 35.76 +0.39
EBAY 94.24 +0.48
ERTS 46.02 +0.59
MVL 14.15 +0.05
TIVO 6.47 +0.09


Tivo is my largest, with 3000 shares. I would consider it a good buy. ERTS & ATYT too.

I've made a bunch off Ebay, but it may be overvalued now.

Stocks I'm personally planning to buy next are NVDA (which I owned before but sold after it went up a good deal -- its now down). Dupont (DD), and sony (SNE).

[Emancipator]

yeah i dont own any stocks but some of those caught my eye, TIVO being #1.

[Westech]

Are you concerned about the ongoing litigation between Tivo and the MPAA? Couldn't one bad court decision send the price down?

[incka]

I would rather reinvest in myself than in other companies.

[Chris]

Are you concerned about the ongoing litigation between Tivo and the MPAA? Couldn't one bad court decision send the price down?
There isn't much. The only thing that happened was the MPAA opposed the FCC certification of Tivo's software that allows users to send recorded programs to other tivo boxes they have. The FCC sided with Tivo -- there has been no lawsuits.

[Westech]

Hmmm. Maybe the summary I read was blown out of proportion. I guess that's what I get for evaluating the severity of MPAA litigation based on Slashdot postings.

[s2kinteg916]

Chris how many shares of bluefly do you have.... what do u think about them and their future...

[Chris]

300, but thats only like $600 invested.

They've had growth exceeding 20% (over previous year) for quarter after quarter after quarter.

I think they're the leader in their field (high end clothing online discounter). The only threat they face is from mega-merchants like Amazon -- but they just partnered with Amazon.

All told it is a speculative stock purchase. The company could go under eventually, or they could break out and become a household name. But its a cheap stock, and so I'm taking a gamble.

Tivo is kinda the same way, though there isn't really any risk of them going under -- they have nearly 100 million in the bank and will be profitable next year, plus their IP/Branding is worth too much and they'd be bought up long before they went under.

My investments in ATYT, ERTS, and NVDA are just me betting on video games becoming more popular. I like the hardware manufacturers more than the game makers though. ERTS is a good game maker, but many of them are on thin ice. Take-Two Interactive for instance basically has one popular game series (Grand Theft Auto) and if that failed they'd be in trouble.

If I had to recommend one stock it'd probably be ERTS, but if you like a gamble I'd say Tivo.

[Chris]

Ebay is also a better bet than Amazon. Amazon has razor thin profit margins, so despite having annual sales that dwarf ebay's, ebay has better margins, by far. Amazon might have triple the revenue Ebay does but ebay has 15x the profit (or something like that -- I tried searching for the chart I saw once but I couldn't find it).

However.... ebay has had a run up recently and Amazon hasn't.

[pas]

Bluefly's chart looks pretty good (since late Aug.) for going long.

[Westech]

Here's an interesting interview with Tivo's CEO:

http://www.engadget.com/entry/5844164528551586/