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Post by Deleted on Jun 28, 2017 10:15:05 GMT -5
I'd get away from grocers and retailers in general, as the trend appears to be on-line buying. Apple announced iPhone 8 release date, stock is unmoved? Surprising. I think part of the problem with the new phone release dates has been an obvious trend of diminishing returns over the years. Previously you could count on a massive profit spike in the weeks following the release. You'd see lines out the door waiting for that new phone. But that's kind of changed in the recent years and I think there's a few reasons for it. The first is that you're not seeing these massive leaps in functionality with the new phones anymore. And when they do add some new innovation it's kind of like a worthless gimmick or novelty. Like the shit with being able to wave at your phone and getting it to turn on. Who gives a fuck? Just push the button. I will give Apple credit for this though. I read an article in Motor Trend last month that said Apple was working to implement a driving mode in their iPhones which would disable all communication features of the phone while the vehicle is turned on. I really really really like that idea. Distracted drivers are the bane of my existence. I've actually started holding a penny out my driver side window and letting it go when I see people behind me on their cell phones. They don't even see what happened. They just hear a loud Klink. And then they Wonder if I had anything to do with it. But at least they're looking at the road again. But is that kind of feature going to be a really big driver for new purchases? I mean sure- parents are going to love it. But you're not going to see lines out Best Buy's front door waiting to buy this phone. The other reason for that is because most cell phone carriers have now changed the way that they have their trade in policies structured. I used to have to wait until my contract expired in order to not have to pay $800 for a new cell phone. So if a new phone came out while I was still under contract I was fucked. If my contract expired and I knew that a new phone was coming out in a few months, I'd have to wait until the release date and then go stand in line. But now I can get the new phone on the day it comes out if I really want it and it doesn't affect my contract at all. Now they just take the old phone and deduct its value from the new phone and amortize the difference through the monthly bill, which has a negligible impact on the bill amount. This new structure within the cell phone industry combined with the lack of massive increases in functionality to the phones themselves have changed the nature of what we can expect on release day and thereafter for Apple and Samsung and the other big cell phone producers. The massive spikes of just five years ago are probably a thing of the past.
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Post by Angelo on Jun 28, 2017 10:33:24 GMT -5
I'd get away from grocers and retailers in general, as the trend appears to be on-line buying. Apple announced iPhone 8 release date, stock is unmoved? Surprising. The stock projection already took into account the iPhone 8, which was easy given it has a production cap. They went down because of the predicted decrease in sales. The big gamble for Apple right now them dumping their attention into the self-driving car market, which I don't hold out much hope for. My personal opinion (which I'm sure means shit in this thread) on why Apple is a big risk though long term, is that their pending lawsuits could basically kill off the iPhone and potentially some of their pads, alone with another about 6-10% of their cash reserves on top of the 6% they still have to pay to the EU for their tax avoidance shit.
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Post by Deleted on Jun 28, 2017 12:46:27 GMT -5
I'd get away from grocers and retailers in general, as the trend appears to be on-line buying. Apple announced iPhone 8 release date, stock is unmoved? Surprising. My personal opinion (which I'm sure means shit in this thread) If you frame this post as just this, this is one of the more sensible posts from this guy not related to food.
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Post by Deleted on Jun 28, 2017 12:49:53 GMT -5
Ethereum jumped up to 307 this morning. Wasn't it at a dime a little while back? The volatility of these cryptocurrency things is a sure-fire roller coaster ride for people who are more on the day trading side of things. You'll give yourself some serious high blood pressure if you are watching those kinds of swings day in and day out. But man if you can cash out at the right time? It's huge. I read an article yesterday about this kid in high school who invested in Bitcoin back when he was in Middle School. That little bastard is worth a hundred million dollars today. Yes it was. I went in 1000 bucks at 219 a share. They are up 80 bucks and floating around right now. I'm thinking about cashing out my 1000 and letting the profit just ride. See what it does. It is a real roller coaster and I'd rather lock up 1000 bucks elsewhere. Like 3 shares of tesla.
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Post by Deleted on Jun 28, 2017 12:57:37 GMT -5
The only problem at companies like Tesla and Amazon and other companies that have been around for a while and really shook things up when they arrived- the buying price is just too high to really see any kind of serious returns. I mean if you bought 3 shares of Tesla and it goes up 30 points you only made 90 bucks. If you were going to do it hard and look to try and get a big time return take like 200 or $300 and invested in a penny stock like the one MMA Jim suggested. I think a good strategy to employ would be to take a look at how much OC and day work are going to be betting on the next fights. Take that dollar amount and dump it into one of the penny stocks that you've been looking at. Cuz you're still betting. But the upside is so much bigger.
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Post by MMAJim on Jun 28, 2017 13:25:27 GMT -5
The only problem at companies like Tesla and Amazon and other companies that have been around for a while and really shook things up when they arrived- the buying price is just too high to really see any kind of serious returns. I mean if you bought 3 shares of Tesla and it goes up 30 points you only made 90 bucks. If you were going to do it hard and look to try and get a big time return take like 200 or $300 and invested in a penny stock like the one MMA Jim suggested. I think a good strategy to employ would be to take a look at how much OC and day work are going to be betting on the next fights. Take that dollar amount and dump it into one of the penny stocks that you've been looking at. Cuz you're still betting. But the upside is so much bigger. SENY was actually a Valetudo suggestion actually. Actually, actually. I know we've done it few times in here, but always good to remember the disclaimer on penny stocks. It's a little bit like the lottery. Would you spend $100 in a year on random lottery tickets, powerballs, or pulltabs? Then its find to fire a $100 here and there at some things that you can actually believe in a little bit. If you've got a $100K in the game, have $85-90K in some solid funds and maybe blue chip stocks, 5-10K in a little more speculative individual stock, and the remaining change you can look for andventures with. (Figure out whichever %'s of those work for you and stay within them comfortably)
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Post by johncfc on Jun 28, 2017 15:57:09 GMT -5
My big focus right now is how to play healthcare. I'm in Phizer, Johnson&Johnson, and 2-3 smaller pharma/tech development companies, and this uncertainty in the reform/replace square dance is really difficult to get a bead on. Have you asked Jackel for his opinion on how to play healthcare? Just do the opposite of whatever he (Google) tells you to do.
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Post by Angelo on Jun 28, 2017 18:31:48 GMT -5
My big focus right now is how to play healthcare. I'm in Phizer, Johnson&Johnson, and 2-3 smaller pharma/tech development companies, and this uncertainty in the reform/replace square dance is really difficult to get a bead on. Have you asked Jackel for his opinion on how to play healthcare? Just do the opposite of whatever he (Google) tells you to do. I'd just avoid Pfizer, they are shedding research employees as of late when everyone else can't seem to hire enough. The big money right now is biotech. The Transhuman movement is rapidly growing, and even with people like Bezos spending against it, the tech is coming right along. Just look at the new diabetes patch about to come out. Costs about 10 cents a patch (without insurance), and will be able to tell you your blood sugar for 24+ hours. This allows you to adjust your insulin to maximize your supply, not only saving you money, but keep you healthier, all while the current alternative is about 1$/strip?
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Post by Deleted on Jun 29, 2017 9:12:17 GMT -5
Overall analysis of the impact that Amazon purchase of Whole Foods had on other box store retailers shows a very significant event occurred on that day.
Box retail stores lost a total of 69.9 billion dollars in market cap since Amazon purchase. Walmart lost almost 17 billion in a matter of weeks. Add that to the three billion that Walmart spent on jet.com and Walmart has lost 20 billion dollars in what is the equivalent to a corporate snap of the fingers. This is some crazy shit. This is a definite sign of a massive shift.
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Post by Deleted on Jun 29, 2017 15:39:02 GMT -5
So what I'm seeing here is put it all on Pfizer?
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Post by Deleted on Jun 29, 2017 16:32:20 GMT -5
So what I'm seeing here is put it all on Pfizer? This guy gets it...
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Post by Deleted on Jun 29, 2017 18:24:36 GMT -5
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Post by Deleted on Jul 31, 2017 10:23:02 GMT -5
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Post by Baph on Jul 31, 2017 11:45:55 GMT -5
We're about to hit 22,000 in the Dow.
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Post by agrappleaday on Jul 31, 2017 13:23:56 GMT -5
Dow is close to hitting 22,000
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Post by MMAJim on Jul 31, 2017 21:55:56 GMT -5
Dow is approaching 22,000.
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Post by Deleted on Aug 1, 2017 9:18:40 GMT -5
Guys!
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Post by MMAJim on Aug 2, 2017 8:49:34 GMT -5
22,002.58
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Post by MMAJim on Aug 2, 2017 8:49:47 GMT -5
22,001.64
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Post by MMAJim on Aug 2, 2017 8:50:01 GMT -5
21,996.49 WTF
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Post by Deleted on Aug 2, 2017 9:54:29 GMT -5
Hit 22,031 earlier.
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Post by Deleted on Aug 2, 2017 11:46:59 GMT -5
Interesting to see how the news covers this growth... they have been completely ignoring it so far.
I think we are going to look at this time as one where if you didn't have a part of the growth you really missed out. I do feel like I am going to get out in the next 12 months and sit on cash for a while.... I just think at some point we are due for a international incident or some emotional sell off.
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Post by Baph on Aug 2, 2017 12:29:15 GMT -5
AMC theaters down 25% today. Thinking about jumping on that wounded animal.
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Post by MMAJim on Aug 2, 2017 14:41:28 GMT -5
Is this the bottom for AMC today? I'm in I think. Moving $'s around. Here they have invested a lot in upgrading theaters. Not science, but I could see that punting an artificial dent in things for a short term.
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Post by Baph on Aug 2, 2017 14:46:42 GMT -5
Not sure. Hard to catch a falling knife. Earnings were shit. Immediate 25% dip in value. Hell, it's 1/2 the value it was 3-4 months ago. I'm in.
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Post by Premier on Aug 2, 2017 14:47:09 GMT -5
Any word on another housing bubble coming our way?
Prices here is Florida are back to what they were before the housing crisis exploded.
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Post by MMAJim on Aug 2, 2017 15:02:57 GMT -5
bought at 15.175
Come on long series of unexpected theater blockbusters!
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Post by jamesod on Aug 2, 2017 15:14:06 GMT -5
Interesting to see how the news covers this growth... they have been completely ignoring it so far. I think we are going to look at this time as one where if you didn't have a part of the growth you really missed out. I do feel like I am going to get out in the next 12 months and sit on cash for a while.... I just think at some point we are due for a international incident or some emotional sell off. A couple of weeks ago Trump complained that the mainstream media wasn't covering the market, which was odd because the market's growth was literally the very top story on CNN.com at the time. This time I don't see any stories on cnn about the market breaking 22000, other than the ticker on the front of cnn.com, which shows where the market is at. I just checked MSNBC.com and the dow breaking 22,000 is one of the ten featured stories.
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Post by Angelo on Aug 2, 2017 16:13:33 GMT -5
The Dow Jones is always gonna be flawed and generally increasing as long as it keeps itself indexed to such a limited and small sample size with no adjustments.
You are not only ignoring inflation, but the 30 companies it uses for its index are not indicative of your average business which make up a majority of the country.
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Post by MMAJim on Aug 2, 2017 16:24:52 GMT -5
Any word on another housing bubble coming our way? Prices here is Florida are back to what they were before the housing crisis exploded. Adjust for inflation, compound it, and there might be your number. So loose guessing here, if your house value is 28,000 per 100,000 (or 28%) over the point it was just before it crashed, then you might soon be a redneck. This is totally made up, but I used 2.5% as my growth number and went from 2009. So if your place was bursting bubble at 300K and now its back, and going beyond steaming towards 375K, that might be bubble bursting time. There are 100's of different ways to try to conceptualize where we are as compared to that bubble. Underwriting criteria (or lack of) was the driving force of that rise and fall. I think we're still relatively safe zoning it. However, #humblebrag, I bought at the bottom so I don't have that same feeling and experience as those who had bubbles burst.
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