Worst move I ever made was selling Adobe. They are the main reason DocuSign is struggling. I’m waiting for Microsoft to launch better e-signing product to go along with MS Word. They just launched a standalone Teams product that will eventually push Zoom to the danger zone.
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
I agree with much of what you are saying, but Chinese investors have MASSIVE interests in the U.S. stock market and beyond. A delisting maneuver would not only hurt them but the rest of the world too. Not to say that matters to old Winnie the Pooh.
ADBE is one of the stocks I bought in March (~$440). So far so good! At work, I have used DocuSign and Adobe for signing docs. DocuSign is definitely easier, especially if a doc needs multiple signatures. However, ADBE is everywhere, so they are a threat.
Just read that 41 of the 43 stocks in the ARKK EFT are in a bear market (down more than 20% off their high). The only two that are not are TESLA and Trimble. Nine are more than 70% off their high of which three are more than 80% down. I’m assuming some she bought late and didn’t take the full loss, but with the fund down 40+%, she had taken most of the hit. It might be getting close to where this little bear might put a few bucks in, or not.
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They literally disappeared Jack Ma for weeks for criticizing the central government. You really think they give a frenchman’s f*** about investor’s interests?
I don’t think they give a f**k but if they tank US investments they will severely cripple their own economy. China owns a ton of US debt so they are intertwined with the US to the point where they must put self-preservation first.
Pretty interesting comparing T and ARKK charts.
Starting off, both T and ARKK are down 20% over the last 12 month period. Pretty different paths to get here, but both down just about the same over that time period.
Of course over the last 3 years ARKK is up over 100% while T is down 20%.
5 year ARKK is up about 380%, T down about 30%.
T down about 60% from it's all time highs from sometime around 1999-2000(doubled topped duriing that time, not sure which one claimed the actual ath).
ARKK down 40ish% from it's ATH in Feb.
Now what do these say about long term investments? Buy and hold for 10 years? I think ARKK is probably the better play, though I'd probably avoid it in the short term. T might be the better short term play(even extend that out 2-3 years) as it is down near it's 20 year lows, Current p/e of 7. Is it going to break below 20 year lows with that multiple? I'm thinking it finds support here. Looking at the dividend even when it gets cut, the levels are so low right now it will probably be pretty substantial.
Starting off, both T and ARKK are down 20% over the last 12 month period. Pretty different paths to get here, but both down just about the same over that time period.
Of course over the last 3 years ARKK is up over 100% while T is down 20%.
5 year ARKK is up about 380%, T down about 30%.
T down about 60% from it's all time highs from sometime around 1999-2000(doubled topped duriing that time, not sure which one claimed the actual ath).
ARKK down 40ish% from it's ATH in Feb.
Now what do these say about long term investments? Buy and hold for 10 years? I think ARKK is probably the better play, though I'd probably avoid it in the short term. T might be the better short term play(even extend that out 2-3 years) as it is down near it's 20 year lows, Current p/e of 7. Is it going to break below 20 year lows with that multiple? I'm thinking it finds support here. Looking at the dividend even when it gets cut, the levels are so low right now it will probably be pretty substantial.
T was considered low risk when it was trading at a 10x p/e earlier this year. Down 30ish% from it's ytd highs.
But the real risk with T is that it continues to do nothing over any fairly long time period. It's down about 10% over the last 10 years. Meanwhile the S&P is up 250%.
Has outperformed all the FAANG stocks over the last 5 years.
Only NFLX has outperformed it over the last 10 years.
Over the last 3 years, ADBE is in the middle of the pack as MSFT and AAPL have outperformed.
This didn’t take long:
www.cnbc.com
Trump SPAC under investigation by federal regulators, including SEC
Trump wants to compete with Twitter and Facebook with a new social media platform, but the SEC is investigating the SPAC that would make that platform possible.
Good stuff. Overall a nice day for the market. Bought more this morning and did a few reallocations (just minor stuff).
Hard to say where the market ends up until year end tax crap settles down.
Good advice, CLs need to stop being so emotional:
www.cnbc.com
Cramer says stocks' recent rally shows need for investors to be patient, not fearful of omicron
"It's a textbook example of why panic is not a strategy, unless you're deliberately trying to lose money," CNBC's Jim Cramer said after stocks rallied Tuesday.
VW said to be preparing an IPO of Porsche.
What happens to the OTC Porsche shares that are already out there?
What happens to the OTC Porsche shares that are already out there?
+1
When the market is oversold due to fear and emotion, the rebound can happen in a blink of an eye. If you are out of the market holding cash, you missed it. Nobody knows what will happen day to day, but in general, the market goes up.
Stay focused on those semis:
www.cnbc.com
A chipmaker stock and two ETFs look like under-the-radar buys heading into 2022, traders say
Two traders are looking ahead to the new year and sharing their must-watch stocks as 2021 winds down.
I see my girl INDI in there.Stay focused on those semis:
A chipmaker stock and two ETFs look like under-the-radar buys heading into 2022, traders say
Two traders are looking ahead to the new year and sharing their must-watch stocks as 2021 winds down.
And it goes up 23% today. God bless AmericaThis didn’t take long:
Trump SPAC under investigation by federal regulators, including SEC
Trump wants to compete with Twitter and Facebook with a new social media platform, but the SEC is investigating the SPAC that would make that platform possible.
Bring it!
www.cnbc.com
Cramer sees potential for new roaring 20s-type economic boom as Covid concerns recede
"I think we could go to a period where we have an economic boom not unlike post-World War I" and after the 1918 pandemic, CNBC's Jim Cramer said Wednesday.
Without reading the article, I'm going to guess at some of the fundamentals.Bring it!
Cramer sees potential for new roaring 20s-type economic boom as Covid concerns recede
"I think we could go to a period where we have an economic boom not unlike post-World War I" and after the 1918 pandemic, CNBC's Jim Cramer said Wednesday.
1)Lots of capex planned.
2)repatriating industries due to covid exposed supply chain issues and national security concerns
3)gov't stimulus in the form of infrastructure bill
4)supply chain log jams clearing unleashing pent up demand
Super spec otc penny stock play.
AMYZF.
I've mentioned this one before. Lithium battery recycling company. Still very much in the nebulous stage, still pre rev's, but they are targeting a clear market, and they've been receiving patents for their process, including one in India today that boosted the stock 20%.
Now after a big run early this year it's back down near 52 week lows. Does this move end that downward trend, or just a short term blip on it's way back down to precovid levels.
ABML is a similar play. Currently building a plant near TSLA's CA factory.
AMYZF.
I've mentioned this one before. Lithium battery recycling company. Still very much in the nebulous stage, still pre rev's, but they are targeting a clear market, and they've been receiving patents for their process, including one in India today that boosted the stock 20%.
Now after a big run early this year it's back down near 52 week lows. Does this move end that downward trend, or just a short term blip on it's way back down to precovid levels.
ABML is a similar play. Currently building a plant near TSLA's CA factory.
PSFE a recent spac merger that has seen it's stock price drop from $20 earlier this year to under $4 in recent days jumps 20% on news of the CEO buying $1mil in stock.
3.1B market cap. Pretty cheap at 1.7x price to sales. But not expecting growth in revs in 2022.
3.1B market cap. Pretty cheap at 1.7x price to sales. But not expecting growth in revs in 2022.
Free Speech stocks booming today 🙌 🇺🇸
DWAC
CFVI
PHUN
MARK
I ended up going big on CFVI when I posted it here. Rumble & Locals at just a $500m market cap — yes, please. When they get the ticker switched from SPAC, could fly. CF Acquisition Corp IV 😂 hard to buy for an average investor
Interesting indirect EV play. Does AMYZF's technology hope to be better than ABML?
This is quite the doozy of a short report. I wonder how the cartel responds?
t.co
Tecnoglass: Cocaine Cartel Connections, Undisclosed Family Deals, And Accounting Irregularities All In One Nasdaq SPAC
Tecnoglass is a Colombia-based producer of glass for residential and commercial buildings founded in 1984 by two brothers, Jose Daes and Christian Daes, who currently both serve as directors and CE…
t.co
Being as both are in such early stages it's tough to judge. I'd probably give AMYZF the nod given the patents.
But ABML has a head start on building an actual facility.
Respective websites.
Recycling Plant – American Battery Technology Company
americanbatterytechnology.com
RecycLiCo - RecycLiCo Battery Materials
RecycLiCo Battery Materials recovers up to 100% of cathode metals from battery scrap and upcycles them to high purity, battery ready materials. The RecycLiCo™ Patented Process Recover. Reuse. Repeat. We’re Proving ZERO LOSS Battery Production™ is Possible. Today. Since 2016...
americanmanganeseinc.com
Does ABML have a connection with TSLA? Or are they building close to TSLA in hope of a business relationship.Being as both are in such early stages it's tough to judge. I'd probably give AMYZF the nod given the patents.
But ABML has a head start on building an actual facility.
Respective websites.
Recycling Plant – American Battery Technology Company
RecycLiCo - RecycLiCo Battery Materials
RecycLiCo Battery Materials recovers up to 100% of cathode metals from battery scrap and upcycles them to high purity, battery ready materials. The RecycLiCo™ Patented Process Recover. Reuse. Repeat. We’re Proving ZERO LOSS Battery Production™ is Possible. Today. Since 2016...
+1
A deal like that would be the real catalyst for growth. I assume a government entity would mandate recycling, but not specify a certain company to use.
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Financials look good and prospects look okay, I purchased in the last couple weeks to further my diversification.
I like DKS for safe/stable growth going forward but still pissed that I owned DKS for years and it did nothing. Then it finally started to move during COVID and I bailed at $45. Missed out on the run!
