TFK Capitalist Thread

Current Affairs
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[QUOTE=“ChocolateMice, post: 1074949, member: 168”]Supping the finest ales and beers the region has to offer…

@balbec[/USER] - I think the eight degrees brewery (mitchelstown) are gonna set up shop over in your neck of the woods, or at least are thinking of it. You’ll be besties with [USER=109]@Mac[/USER] and [USER=1533]@glasagusban in no time.[/QUOTE]

I like the Eight Degrees stuff. :pint:

Supping while dining on the best of olives and stuffed vine leaves! I might get in to the market tomorrow morning, depends on early morning training at LIT.

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US stocks are probably over valued. PE ratios are quite high. Would not touch Chinese stocks.

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€1:$1.15 at times today :eek:

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[QUOTE=“Tess Tickle, post: 1074947, member: 2269”]I took out a private pension in last few months. So i was asked what percentage i wanted to put into certain areas, i could put as much or as little into each pot but i can change and switch up whenever i want. I hadn’t a clue really what areas to invest in so spread the risk out and put 25% into four different areas as follows:

NASDAQ
Property
Davy High Yield Fund
Discovery

What do ye think of these @Julio Geordio[/USER] , [USER=6]@briantinnion[/USER] , [USER=2272]@TheUlteriorMotive and any other educated sorts in this area. I was talking to my uncle then last night and we were talking about this sort of thing and he said i should be pushing all my investment money into Asian markets. Looking at the list of options i can switch money to there’s a Japanese Equity Fund but crucially don’t see anything for the Chinese. Is he right? He thinks he’s an expert on these area because he bought a load of shares in Paddy Power about ten years ago or something and they have totally rocketed since. I think he said he bought for €4 a share and they’re now €50 or something a share.[/QUOTE]

I wouldn’t dare to comment on what is or isn’t suitable for you mate. Nor would I recommend a portfolio for anyone.

The Nasdaq is essentially tech (Microsoft and Apple would be a quarter of the index between them).
What’s “Property”?
The High Yield Fund essentially invests in a basket of high dividend paying stocks, there are two schools of thought on high div stocks, both of which are completely contradictory.
From memory that discovery fund is a “mid cap” fund. I’m sure its grand but could probably be replicated cheaper with ETF’s. You may not have ETF’s as an option though, a lot of pension funds wouldn’t offer them.

Japan would be fuck all good to you to benefit from growth in Asia as its a more mature economy. That isn’t to say it won’t perform well, but it would be for different reasons. You could write a book on the difficulties of investing in China, but suffice to say you really need to know what you are doing.

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[QUOTE=“Julio Geordio, post: 1074966, member: 332”]I wouldn’t dare to comment on what is or isn’t suitable for you mate. Nor would I recommend a portfolio for anyone.

The Nasdaq is essentially tech (Microsoft and Apple would be a quarter of the index between them).
What’s “Property”?
The High Yield Fund essentially invests in a basket of high dividend paying stocks, there are two schools of thought on high div stocks, both of which are completely contradictory.
From memory that discovery fund is a “mid cap” fund. I’m sure its grand but could probably be replicated cheaper with ETF’s. You may not have ETF’s as an option though, a lot of pension funds wouldn’t offer them.

Japan would be fuck all good to you to benefit from growth in Asia as its a more mature economy. That isn’t to say it won’t perform well, but it would be for different reasons. You could write a book on the difficulties of investing in China, but suffice to say you really need to know what you are doing.[/QUOTE]

Looking at the “property” portfolio it’s about 50% UK property, the rest divided roughly equal between Irish Property, “Cash” and “Other Property”, with retail and industrial making up small percentages left at the end. Proprty prices can only go up from here so it can’t be a bad option.

I can see that Davy High Yield is mainly equitiies of which “North American equities” makes up over 50%.

Yeah you’re right would NASDAQ, it’s mainly “IT” with “Consumer goods” making up another decent percentage. I imagine this fund is very volatile? How do we know that market leaders now like Microsoft and Apple won’t be a busted flush in 5-10yrs time, replaced by new companies? Or would a fund like that be aimed at IT as a whole as opposed to just some companies?

Discovery then isn’t as exciting as it sounds - Industrial, Technology, Financial, Healthcare etc.

Is there an area you see @Julio Geordio that in 5-10yrs it could grow immeasurably? Where would you be putting your money for example? Obviously we’re talking a decent degree of risk. I suppouse Alternative Energy is the ultimate one, you could make a killing or lose it all. My uninformed opinion is it’s more likely they won’t find or do anything good in forseeable future in this area so it will just be a loser for you.

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Fair point, but what they are giving is life supporting. Investing is cream, so it’s apples and oranges.

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[QUOTE=“Tess Tickle, post: 1074986, member: 2269”]Looking at the “property” portfolio it’s about 50% UK property, the rest divided roughly equal between Irish Property, “Cash” and “Other Property”, with retail and industrial making up small percentages left at the end. Proprty prices can only go up from here so it can’t be a bad option.

I can see that Davy High Yield is mainly equitiies of which “North American equities” makes up over 50%.

Yeah you’re right would NASDAQ, it’s mainly “IT” with “Consumer goods” making up another decent percentage. I imagine this fund is very volatile? How do we know that market leaders now like Microsoft and Apple won’t be a busted flush in 5-10yrs time, replaced by new companies? Or would a fund like that be aimed at IT as a whole as opposed to just some companies?

Discovery then isn’t as exciting as it sounds - Industrial, Technology, Financial, Healthcare etc.

Is there an area you see @Julio Geordio that in 5-10yrs it could grow immeasurably? Where would you be putting your money for example? Obviously we’re talking a decent degree of risk. I suppouse Alternative Energy is the ultimate one, you could make a killing or lose it all. My uninformed opinion is it’s more likely they won’t find or do anything good in forseeable future in this area so it will just be a loser for you.[/QUOTE]

Looking for the big win isn’t investing its gambling. But if you were looking for a massive win you need to find the next “disruptive technology”. That’s the bullshit jargon for the thing that changes the way the World works. The Internet would have been the last major one. Something like the smartphone would be a good example of it on a smaller scale.

The 3d printer would be one to watch for me, however to invest in the right company is nearly impossible to do. For every intel or microsoft there’s a thousand failures you’ve never heard of.

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I am in NYC right now. I went to the Apple store on 5th yesterday and hit TFK on some 20 foot screen tablet/computer/whatever. TFK owns New York:pint:

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It must be brass monkeys this time of year with the weather there?

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INTC drop by 2% overnight based on BK’s announcement
not exactly what was intended
TSMC really are a step ahead in the foundry game right now, investors have noted that. it could be a quite Q1

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I arrived Tuesday and you could feel the icy chill deep to the core of your bone but it’s been relatively mild since then. The sun is splitting the (many) rooftops over the Rockerfeller centre as I type

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Has Alpari FX trading being shut down as a result of the Swiss Franc changes been mentioned on here anywhere? An entire company and a few hundred people all out of work now quicker than Kev can make up a person he knows to win a debate. Sheer madness.

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[QUOTE=“briantinnion, post: 1074770, member: 6”]
Note - if you’re talking about giving it to some lad who you reckon would be good at running a pub I give it about 6 months before all your money is gone.[/QUOTE]
I would be good at running a pub

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Given the mad hours you post at I always assumed you ran a pub

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I have been run out of many

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I assumed he might be a high level gambler or reasonably skilled poker player, at least enough to make a living on.

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It’s insolvent but probably still an attractive business. Probably be picked up by another crowd.

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On my way into the city now. Dump bags and then head for a Manhattan in Columbus Circle to meet a pal

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With Fxcm not far behind it

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Don’t forget nazis. They’d be upset at being left out. Wouldn’t want to upset those fuckers too much