OT: Stock and Investment Talk
- Thread starter RU-05
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Not a stock I'd ever get in but sounds like DKNG is saying don't include our customer acquisition costs, it's not a biggie lol.
Speaking about stocks - folks may want to look into DIS. We are a huge Disney family and WDW and Disneyland are absolutely packed. I believe several WDW theme parks have been routinely sold out over the past few weeks. The big deal about this is Jan and most of Feb are normally the lowest attendance for the parks. May be a leading indicator for another big earnings report in a few months?
I bought earlier this afternoon, prior to going on a nice family hike (daughter is off from school today and Monday). Just more TQQQ and UPRO. Slowly, but surely building my positions! :)
I don’t understand Disney’s stock at these levels (it’s not cheap) unless it’s purely a re-opening play, there is a massive Disney boom coming, and/or it plans to re-institute the dividend. When people say the parks are “sold out,” as of early January they were still restricting park entry to the point you had to make reservations in advance. In its latest quarterly earnings report, Disney noted that “we continue to be impacted by reduced operating capacities.” Plus, they had a huge number of Omicron cancellations including my family (ugh). Disney+ numbers were not good, especially when you remove the freebie trials. Plus, Disney cruises just canceled a dozen trips. Not to mention, pre-COVID, Disney was a dividend aristocrat with a solid yield, which a lot of new shareholders don’t realize. Just seems like an expensive stock right now although I’m sure it goes up as COVID continues to fade.
Biden just indicates an invasion is expected. So he spoke after markets closed on a Friday with Monday as a holiday. Black Tuesday coming? Yikes.
Doesn’t matter what Biden said, if Russia attacks, the market falls. It sounds like it happening, fake car bombing in Russia controlled Ukraine and telling Russia friendly Ukrainians to fled to Russia.
Same game plan as when they took Crimea, they invaded to protect Russian speaking Ukrainians.
There are essentially no capacity caps at WDW (in total, they are just trying to allocate guest more equally between the parks). This Jan recorded the highest attendance for the month in history. WDW is busting like it is a holiday season. Amazing to see!
I’m afraid of the Russia cyberattacks in the US. I don’t know how far Putin will go. We need to really fight back against any Russia cyberattacks.
LOL. Biden is just trying to sound presidential and not be blamed for not knowing what is going on. He has no idea what will happen. If Russia does invade, look for the market to go up quickly since it doesn't actually matter to the economy and people won't be freaking out due to an uncertainty. As I posted yesterday:
While tensions between Russia and Ukraine have been rising for years, the current Russian military buildup near the 2 countries' borders could possibly lead to military action. It also is creating concerns about the potential impact of the conflict on financial markets and the global economy. Fortunately, however, history shows that while geopolitical crises such as the one unfolding between Russia and Ukraine can temporarily roil markets, they don't typically have long-term consequences for investors.
As Dirk Hofschire of Fidelity's Asset Allocation Research Team says, "In general, these types of crises tend to only have a significant and lasting impact on global financial markets if they have a sustained macroeconomic impact on major economies." While Russia's economy ranks as the world's 11th largest, according to the International Monetary Fund, at only 1/20th the size of the US and 1/15th the size of China, it is likely not big enough by itself to affect global markets or economic growth, even if it were to suffer significant economic damage as a result of sanctions or other measures taken against it by the US and Europe.
^^^^^^^^^^^^^^^^^ To summarize: stop being so emotional and silly.
How about we all stop being hysterical? The US can crush Russia like a bug and Putin knows it.
This may be the US posturing in order to get ahead of Russia and using it as an opportunity to pressure world leaders to pull together. All without knowing for sure whether an attack is in fact imminent. There was a guy on CNBC today that made a compelling argument that the Russia economy will collapse under even the lightest sanctions.
The Russian economy is barely 3rd world. Biden is trying to sound tough for political reasons.
I’m def not saying I have all the facts and Disney is a high quality brand. When I cancelled my reservation/tickets second week in January the rep said they still had capacity caps and they were fielding a ton of Omicron related cancellations - to the point that it took me almost an hour to get a live rep. I didn’t think they could release attendance numbers until quarterly earnings. Regardless, I don’t think you can go wrong with Disney.
Insider reports, not formally published. Plenty of verified sources to check out (for those interested). And beyond parks, movie theaters seem to be coming back quickly.
Because sometimes Putin has to Putin. He is getting old and needs to pretend Russia is still in its glory days from time to time. Typical behavior over the past 20 years.
I’m not buying what Biden is selling. I think it’s all about pressuring Russia. Rally the world against Putin before a real chess move is made.
I think he said this today so he can take credit for pressuring Putin to not invade (if they don't). Typical politics 101. Nothing wrong with this, but its transparent.
With recent talks btwn Russia and China, and with Russia's pending invasion of Ukraine, the timing and opportunity are near perfect for China to move on Taiwan. Things happen.
Yes, I would be shocked. It would set up a geopolitical nightmare we haven’t seen in our lifetimes.
It is the height of stupidity to be worried about this now. With the quality of satellite technology, we see what everyone is doing all the time. To invade a large island, the resources would be massive and take months to put in place.
Amazon's sprawling grocery business has become an 'expensive hobby' with a cloudy future
Amazon has spent 15 years rolling out various grocery services but hasn't landed on a profitable or coherent strategy.
Like with most things, Amazon will figure it out just fine. Their local WF delivery service is amazing. We continue to use it more and more.Amazon's sprawling grocery business has become an 'expensive hobby' with a cloudy future
Amazon has spent 15 years rolling out various grocery services but hasn't landed on a profitable or coherent strategy.www.cnbc.com
I own and trade the stock but like I said above without AWS, imo they wouldn't be viewed as favorably as they are. That's the jewel. It's a cash flow and growth beast.
The physical locations might be helpful in last mile delivery for the e-commerce. But groceries is a low margin extremely competitive space. I used their delivery in the throws of the pandemic but not anymore. I don't know that they'll ever gain too much market share in that space because WF is more expensive and imo that puts a cap on market share. I shop everywhere WF, Wegmans, Shop Rite. AWS, e-commerce........groceries way down the list imo.
Halftime yesterday mentioned a Dan Loeb comment that he thinks AMZN is 30% or maybe more undervalued. I thin they said 1 trillion in untapped value were his comments.
Taiwan isn’t that big of an island and China doesn’t want a ground invasion. They would simply look to knock out its defenses which are easily in range w/o having to mobilize.
Russia is on the verge of invading Ukraine and people are projecting China will invade Taiwan. The US is now so divided that we wouldn’t get involved militarily in any conflict other than supplying arms. Many on the right are siding with Russia and against NATO or saying not our conflict.
Even if you hold it for 3 years you get 10% annual return. How many would be happy with 10% return in this environment? I think this might be a safe bet considering it once was $3,773. In 3 years, the PE might be 18 if the price doesn’t increase But wouldn’t be surprised to see $2,800-2,900 in the near terms.
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Josh Brown said Loeb’s valuation would be closer to 5K but he thought that was quite aggressive.
That’s what I’m hoping, brought some at $3050 but expect lower this week. Sold some at 3,170 and buying back at lower price. AMZN has been at this level since Jul 2020 almost two years.
