Btw, pregrizao sam i prodao 2/3 UNG opcija uz 15ak % gubitka. Jednostavno je trenutna premija debelo prevelika i previše je nepoznanica oko buduće regulative za taj ETF da bih se usudio tu ostati sa išta više od minimalnog iznosa novca.
Vrlo zanimljiva stranica za one koji investiraju u ETF-ove:
Tu se može između ostaloga pogledati i povijesno kretanje premije na NAV.
Nažalost nisu podaci baš najsvježiji ali se obično na web stranici od pojedinog fonda može vidjeti kakav je NAV i trenutna premija.
Alert: Rumor in high circles in china , china will sell down their stock market in early october chinese golden week if this happens usd will sky rocket…
Postovanje svima..
Ja sam novi ovdje..
Inace ulazem na nasoj burzi ali bi se volio malo okusati i "vani"
Zanima me Amerika , Rusija i Kina
Pa ako mi netko moze malo pribliziti proceduru bio bih veoma zahvalan..
Zanima me ulaganje u indeksne fondove i normalno "obicne" dionice.
Hvala
Postovanje svima..
Ja sam novi ovdje..
Inace ulazem na nasoj burzi ali bi se volio malo okusati i "vani"
Zanima me Amerika , Rusija i Kina
Pa ako mi netko moze malo pribliziti proceduru bio bih veoma zahvalan..
Zanima me ulaganje u indeksne fondove i normalno "obicne" dionice.
Hvala
Imaš ovdje prilično detaljno opisanu proceduru za američke brokere:
Vaš link
Na američkoj burzi kotira i nešto dionica iz Kine i ostalih zemalja a imaš i ETF-ove koji pokrivaju razne zemlje i sektore.
Ako ti to nije dovoljno i zanima te baš direktno ulaganje u razne zemlje onda pogledaj Interactivebrokers, evo ti popis burzi koje podržavaju:
Vaš link
Iz vlastitog iskustva ti mogu reći da je teško pratiti i 50-100 američkih dionica, a kamoli da uz to pratiš još toliko svjetskih, možda bi ti za početak bilo uputno da se ograničiš samo na Ameriku, EU ili Kinu.
Naravno osim praćenja dionica trebaš pratiti i nacionalne i regionalne vijesti pa zamisli da istovremeno pratiš sve to, ne bi cijele dane ništa drugo radio.
Pozdrav.
u petak sam kupio PCS $8.22 i dobio dividendu TSO $0.10 po akciji, za danas sam postavio kupovni PCS $8.22 i prodajni TSO $14.74.
Biti će veselo danas…
Otvoriti će crveno, da li će po nedavnom običaju zatvoriti zeleno ili će biti iznenađenja?
Dobro da sam AIG prodavao iznad 50, sada ako padne ispod 40 bih mogao kupiti neku minornu količinu.
C neću dokupljivati oko 4.80, to ću učiniti ako ponovo bude na razinama 4.50-4.60
Barrons o C!
CITIGROUP HAS JUMPED ALMOST 100% IN THE PAST month on huge trading volume that often tops a billion shares a day. But is there further upside in the stock, which is recovering from an historic collapse from more than $50 in 2007 to $1 earlier this year?
Answer: Near-term gains are apt to be limited. Investors should consider taking profits on shares (ticker: C) bought this year at prices below the current $5.22.
Barron’s was bullish on beleaguered Citi a month ago, when the stock traded around $2.75, a fraction of its tangible book value. We viewed the company’s strengths as underestimated and its ills as overstated. We argued that Citi could top $4 in the next year and ultimately hit $6.50 by 2011 or 2012 ("The Beauty of Banking’s Big Ugly," July 27).
Citi isn’t a bargain anymore. It now trades at a premium to estimated tangible book value of $4.35 a share, following an enormous $58 billion exchange offer in which preferred stock held by the government, public investors and a group of private investors was converted to common shares to bolster the big banking concern’s balance sheet. That exchange offer ballooned Citigroup’s total of outstanding common shares to 23 billion from five billion, permanently capping what it can earn per share. Citi shares are at or above most analysts’ one-year price target.
Eventually, Citi should be able to earn about $15 billion, or 65 cents a share. If a price/earnings multiple of 10 is applied to those profits, the shares could hit $6.50, but that might not happen until 2011 or 2012. Citi now trades for eight times those "normalized" earnings. That is right in line with the price/earnings ratios of major banks and brokers on their estimated normalized profits.
JPMorgan Chase (JPM), at 43, is trading at 7.5 times Bernstein analyst John McDonald’s estimate of normalized earnings of $5.70 a share. Goldman Sachs (GS), at 164, is fetching about eight times its recent annualized earnings of more than $20 a share, while Morgan Stanley (MS), at 29, is trading at 10 times projected 2010 profits of $3 a share. All three trade in a range of 1.4 to 1.8 times tangible book value, not a big premium to Citi.
JPMorgan is in better shape than Citi with stronger management, better profits and a lack of government ownership. It, like Goldman and some others, has repaid the money it received at the height of the financial crisis under Uncle Sam’s Troubled Asset Relief Program (TARP).
But the federal ownership in Citi is 34% following the exchange of $25 billion of government TARP preferred for Citi common at $3.25 a share. The federal government, by the way, is showing a 60% paper profit on its Citi equity stake in just over a month, or $15 billion.
McDonald, whose price target for Citigroup is $4, has argued that JPMorgan boasts the "best mix of offensive and defensive characteristics among large banks." While Citi has been retrenching, diluting shareholders to boost capital and striving to return to profitability, JPMorgan has been expanding and gotten the government out of the picture with the repayment of $25 billion of TARP preferred
I eto danas JPM u solidnom plusu…..
To za C me ne dira previše, dobar dio sam prodao, ostalo je još malo i nije mi toliko bitno hoće li to sada biti na 4.50, 5.0, 5.50 ili više. A od 4.50 pa na dolje ću malo nadokupiti ako padne natrag.
A stvarno ni ne bi trebalo biti rezona da ju naguraju puno više dok ne bude bar jedno stvarno dobro izvješće. No nikad se ne zna sa njima, može puknuti neka vijest pa sutra otvori na 7$.
Inače u četvrtak je ponovo dan D za Citigroup, tada bi trebala biti druga epizoda konverzije.
Sad čekam u sačekuši GE i DRYS ako ih panika sruši još 10-ak %.
Hvala Bogu da sam se riješio UNG jer bih sad glavom o zid.
I zaista se nadam da će AIG pasti natrag gdje mu je mjesto, dakle barem ispod 30$, ako ne i 20$ ili čak 10$.
Ono što izgleda čeka dioničare jest konverzija 25 milijardi $ duga u AIG dionice, dakle država će dobiti JOŠ veći udio.
Vaš link
Malo mi je žao što nisam uzeo puteve ili shortao dok je bio na 55$ ali lako je kasnije biti pametan.