Free Republic
Browse · Search
General/Chat
Topics · Post Article


1 posted on 09/25/2002 8:31:53 AM PDT by joesbucks
[ Post Reply | Private Reply | View Replies ]


To: joesbucks
Sell short :-P
2 posted on 09/25/2002 8:34:01 AM PDT by Huck
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
If you need us to tell you who to use for a brokerage, you shouldn't be picking your own stocks. Get an index fund like Fidelity Total Stock Market or Vanguard Index 500.
3 posted on 09/25/2002 8:40:10 AM PDT by DWPittelli
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Any suggestions on where to go to begin and some do's and don'ts.

My only advice to you is to do your own research. That begins with choosing a broker. Here's a good place to start http://www.fool.com/index.htm. Click on the link that says "choose a broker" and go from there.

6 posted on 09/25/2002 8:57:53 AM PDT by kcordell
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Charles Schwab is probably the biggest and most reputable on-line broker, and the prices are good.

But even experienced traders usually wind up losing their shirts. I'd suggest that you park most of your money in something safe (in today's market at least half in good, solid bonds) and if you must play, set aside a limited amount to play with.

Then make a firm pledge to stop playing after you've lost all the money you said aside. Don't send good money after bad.
7 posted on 09/25/2002 9:38:09 AM PDT by Cicero
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
I agree with Post #3. Most people who trade their own stocks end up losing their shirts, due to a combination of ignorance, brokerage fees, and income taxes. Most novice traders, for example, don't realize that if they hold a stock for less than 12 months their "gains" are treated as income (tax rate as high as 36% or more), as opposed to capital gains that have a maximum tax rate of 20%.
8 posted on 09/25/2002 9:39:36 AM PDT by Alberta's Child
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Some acquaintances decided that they did not need professional advice and went to a no-frills online broker. They paid very little in commissions. You can find them in the Yellow Pages. They’re all pretty much the same.

P.S. they lost $200,000. But they did it very cheaply.

9 posted on 09/25/2002 10:06:35 AM PDT by moneyrunner
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
I think Suzy Orman is a good source of information and advice for people in your situation. Her books and tapes are in libraries and bookstores. But please, please don't go around telling folks you have money to invest. You could be just the kind of mark con artists zero in on and --poof!--it's bye-bye nest egg.
10 posted on 09/25/2002 10:07:52 AM PDT by Havisham
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Scottrade: they have local offices all over the country, have the highest rating for customer service/satisfaction, and have earned a B+ rating from Weiss research for financial stability (an important consideration in these times.) Oh, and their rates and fees are very competitive.

Your safest investment right now: short-term Treasuries. Put at least half of your investment there, or whatever amount you are not prepared to put at risk. If you buy a three year treasury note, be prepared to keep it until it matures and can be redeemed for its face value. Why? Because interest rates are very low right now, which means that they are far more likely to rise than fall in the medium to long term. When interest rates rise, the market value of bonds falls. However, a bond can always be redeemed for its face value when it matures. Therefore, any funds you may need to access at a moment's notice should instead be put in a money market account.

The best performing asset class recently: gold mining shares, or mutual funds that invest in gold-mining companies (this is a high-risk investment, however). With the exception of gold and energy-related investements, I strongly recommend against investing in stocks at this time.

Do not sell short or buy options unless and until you fully understand such investments, the associated high risks, and know how much capital you can afford to lose if the markets go against you.

11 posted on 09/25/2002 11:13:19 AM PDT by sourcery
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Rather than stocks, I went for a part time business. After exhaustive research, I found such an excellent opportunity that I dare anyone to show me a better place to put their risk capital right now. If you're interested, send me an e-mail or a private reply.
12 posted on 09/25/2002 11:22:17 AM PDT by bankwalker
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Buy REIT stocks I have getting around a 11% or 12% annual return.
14 posted on 09/25/2002 11:47:32 AM PDT by hoosierboy
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Mr. McGuire: I just want to say one word to you... just one word.
Benjamin Braddock: Yes, sir.
Mr. McGuire: Are you listening?
Benjamin Braddock: Yes, sir I am.
Mr. McGuire: "Plastics."
15 posted on 09/25/2002 11:53:57 AM PDT by xp38
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
The stocks you pick depend on a number of things. How old are you? When will you retire? Will you be using cash that you may need soon (less than 5 years)?
If you are young and don't plan on using the cash put into stocks for a long time then you should invest in higher risk stocks. If you are near retirement or may need the cash sooner, say for kid's college tuition, possible lay-off, etc, then you want to stay in low risk stocks. But no matter what you invest in, the most important thing to remember is diversify, diversify, diversify.
16 posted on 09/25/2002 12:00:59 PM PDT by inflorida
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
. I am looking for a low cost brokerage or online service to do some stock dabbling.

My advice: Don't do it. Dabbling = gambling. If you want to invest your money, pick a few good mututal funds, invest and forget.

17 posted on 09/25/2002 12:05:33 PM PDT by 1Old Pro
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Joesbucks, I read your request and I have some perspective on this.

My brokerage License (Series 7) and Investment Advisor License (Series 66) just expired, Hooray! So call this a confession of a former stockbroker if you want.

First don't dabble, maybe with some mad money for fun, only one stock.

2nd, Pay for the professional advice period. I do, and I was in the business, you can't think straight about your own money.

The type of advice is critical (more on this later), but first the brokerage firms.

The most moral firm on the street bar none is C. Schawb. I came sooo close to working for them, they couldn't extend the offer the market tanked! There paridygm is completely different from the rest of the industry, NO COMMISSION SALES PEOPLE I have done a great deal of research on these folks, they are quite impressive. Although you may want to watch the "Fee-Based" Advisors they recommend, there relationship with Schwab may not be conflict free. The bad news they have only about 3000 mutual funds available through there Schwab One Source system vs. Fidelity's 4500.

Now on to Fidelity. They are 2nd behind Schawb, but they are the radical inventor on the street. They invent products such as the "529" plans. I got the inside story on these plans and from what I here Fidelity invented it after they found it could be done via the tax code. They have 4500 Mutual Funds available through there various "Select" Accounts. I would shy away from them for advice, it is not there forte' but you may consider them for your broker/dealer.

Now were to get advice, The least known advisors and as far as I am concerned the ones with the highest morals and ethics in this area are the "Fee-Only" Advisors. THIS IS WERE TO GO. I worked in a support capacity to an advisor in this arena until I became "Mr. Mom" a few months ago. Now the "Fee-Only" logo can only be used by members of NAPFA (it is trade-marked), The National Association of Professional Financial Advisors. They have to be CFP's and they receive no (Zero Zip Nada) commissions or compensation from any insurance or brokerage firm for any of the advice they give. They typically recommend no-load instruments, (they usually use Schwab for the Broker/Dealer) and many also due your taxes, tax planning, insurance reviews, assist in simple wills, and some small business coaching/planning, depending on the advisor. They can be found at: www.napfa.org

Also check out Cambridge Advisors, at www.cambridgeadvisors.com . These folks are the leaders in the fee-only area. of the top 100 Financial Planners in Kiplingers in 2001, 5 were Cambridge Advisors, pretty darn good considering there are only 100 Cambridge Advisors in the USA (total).

I almost dropped out of the business and I did a great deal of soul searching and I came to the conclusion that the "Fee-Only" Advisors are the only way to go, and they may be 20 years ahead of there time. I truly believe everyone on the street is going to have to go this way or fade away, the public isn't gonna stand for the shananigans anymore. I fell this way to the point that I am finishing up my education as well as being a full time dad and plan to get my CFP and return to this arena.

These folks always do what is in your best interest, The good I have seen them do for there clients is amazing, especially after your divorce, truly consider them, I know, because I have been there and help make the good things happen.

25 posted on 09/25/2002 8:46:31 PM PDT by taildragger
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
I don't like Suze Orman, too new-agey, Oprah-ish, etc.

Go to a library, get a copy of Terry Savage's investment guide, also a copy of Jane Bryant Quinn's guide. And start reading. Oh, and in the meantime, put your money in something like cds for now, or Vanguard's prime money market fund, very low fees at Vanguard.

And if at all possible, start listening to Bob Brinker on the radio on Sat and Sun. His website probably will tell you if you can get him in your area, otherwise you can read a summary of his broadcasts after the Sun show is over.

His whole point is to get people to learn to manage their own money, so you have to do some research and learn about this.

Whatever you do, don't just turn your funds over to someone to manage, you'll get it most likely with high fees and maybe even churning as your investments are turned over to provide $$ for the one managing them.

I learned so much from Brinker, and also from Humberto Cruz whose archives you can find on the web. I'm very grateful to those 2 who helped educate me, so that I learned a lot about money before I had any to lose.

26 posted on 09/25/2002 9:56:16 PM PDT by texasbluebell
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Buy Low - Sell High, Duh!
28 posted on 09/26/2002 11:32:38 AM PDT by Whitebread
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
One word - Pantyhose!

Think about it.

29 posted on 09/26/2002 12:18:38 PM PDT by cuz_it_aint_their_money
[ Post Reply | Private Reply | To 1 | View Replies ]

To: joesbucks
Depends upon what you're after. If you plan to invest in the stock market, plan on buying and holding for awhile. Don't try to be a day trader. You'll lose your shirt. There are some good companies out there but their stock is depressed due to market conditions. If you're looking for a reputable brokerage to perform your own online trading, Charles Schwab is good one with commissions of $29.95 per trade. Ameritrade (I don't know other than advertising) sounds like it might be a good one to investigate. Since I like my own investing, I don't particularly care for mutual funds because you're basically paying someone else to invest for you. Some stock you might look at: Stora Enso, Louisiana Pacific, Nordstrom, F&M Bancorp, Potomac Electric, Northwest Airlines. There are plenty more but remember the key is to not wanting to sell immediately called timing. The return on bonds are low, however if you can buy tax-free municipals, that might be helpful. These are only suggestions. The interest rates are due to rise not fall. Interest rates are real low now as demonstrated by the Federal Reserve FOMC which kept the rates as is last week. Good luck whatever you decide to do! Just remember timing and good research.
30 posted on 09/26/2002 12:21:36 PM PDT by lilylangtree
[ Post Reply | Private Reply | To 1 | View Replies ]

Free Republic
Browse · Search
General/Chat
Topics · Post Article


FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson