ADVERTISEMENT

OT: Stock and Investment Talk

Man MU back to $77. I know all the semi's are down, but some of those are expensive. MU is dirt cheap.
 
The guy from Loup saying that with the split this opens up the ability of giving shares to it's lowered paid workers. Not going to give those guys a $3000 bonus.

And the benefit there is it is then not a wage cost, but deferred stock, so accounting purposes.

Also calls AMZN stock buy back pathetic. But then walked that back saying they should be using that $ in better ways, ie M&A, anyhow.
 
  • Like
Reactions: T2Kplus20
The guy from Loup saying that with the split this opens up the ability of giving shares to it's lowered paid workers. Not going to give those guys a $3000 bonus.

And the benefit there is it is then not a wage cost, but deferred stock, so accounting purposes.

Also calls AMZN stock buy back pathetic. But then walked that back saying they should be using that $ in better ways, ie M&A, anyhow.
I think this 2900-3000ish area is resistance but we'll see.
 
Energy Secretary saying we need to meet energy demands. Seemed like she meant domestically?

Though as the Mike Santoli noted, we are currently producing more oil then we have, aside from a couple month period in 2019, then in our entire history.
 
  • Like
Reactions: redking
Back to the point about the $10B buyback, and the potential for stock dispersements to employee's, are they related? Ie buy the stock to give to employee's as opposed to issuing new stocks?
 
I'm watching and will be buying more soon. Same with GOOGL. Let's see how things go with the inflation report and next week's rate increase.
52 week lows and earlier year retests the other day of AMZN among others that I mentioned to yesterday was a good trade. I still think they could drift lower over time though.
 
I also bought some Snap puts which expire tomorrow as it turns out. Sold that today on a qk 70%.

This weeks Riot I sold at 80%. Next weeks Riot only up 26% at the moment so going to hold that for a bit.

This weeks NCLH pretty flat, going to sell at some point today, no matter where it is. Edit: Down 40% early on this one.

Crumb stuff, but a couple bucks.
 
Last edited:
Seems like a risky business model to me but I guess they'll see with their tests. Personally, I hate paying monthly fees for things that I think can be bought.

But in this case they tie in the classes.

Is there $$ down to buy the equipment? And what if you want to quit your sub?
 
But in this case they tie in the classes.

Is there $$ down to buy the equipment? And what if you want to quit your sub?
If you quit you pay a delivery fee to return the bike. I know they have a loyal base but to get new customers this doesn't promote "stickyness" IMO. If you plunk down a bunch of money I think it's more likely you'll give a good effort to use it, maybe subscribe to classes etc...If it's something you can get out of and prevent from being a clothing rack then you probably will unless that return delivery fee is prohibitive but I doubt the bar would be high enough. On one side it lowers the price point of entry so maybe some will give it a shot but on the other it reduces the "stickyness." I think the latter will outweigh the former but I guess their pilot program will find out.

I hated paying fees from cable boxes and I would have much rather just bought them and be done with it (that's what I did with my former router when I had the chance). Now I'm on YouTube and paid a one time cost for whatever streaming device and that's it. No monthly equipment fee. I like that.

Mind you this isn't a stock for me, I just bring it up as conversation and I know it's been a stock mentioned here before.
 
If you quit you pay a delivery fee to return the bike. I know they have a loyal base but to get new customers this doesn't promote "stickyness" IMO. If you plunk down a bunch of money I think it's more likely you'll give a good effort to use it, maybe subscribe to classes etc...If it's something you can get out of and prevent from being a clothing rack then you probably will unless that return delivery fee is prohibitive but I doubt the bar would be high enough. On one side it lowers the price point of entry so maybe some will give it a shot but on the other it reduces the "stickyness." I think the latter will outweigh the former but I guess their pilot program will find out.

I hated paying fees from cable boxes and I would have much rather just bought them and be done with it (that's what I did with my former router when I had the chance). Now I'm on YouTube and paid a one time cost for whatever streaming device and that's it. No monthly equipment fee. I like that.

Mind you this isn't a stock for me, I just bring it up as conversation and I know it's been a stock mentioned here before.
Just to continue the non stock conversation.

If Pelaton had an Oracle like headset version Id be interested.

I also find the sub version interesting as I just would not lay down a couple grand for an excercise bike. The sub would have to be cheap though. I'm currently paying $10 a month at planet fitness, the excercise bar has been set super low.
 
As if things can't get stranger, EU Parliament votes to sanction Poland and Hungary over Rule of Law dispute
 
Just to continue the non stock conversation.

If Pelaton had an Oracle like headset version Id be interested.

I also find the sub version interesting as I just would not lay down a couple grand for an excercise bike. The sub would have to be cheap though. I'm currently paying $10 a month at planet fitness, the excercise bar has been set super low.
60-100 bucks a month is the subscription price and personally I don't consider that cheap. I'd rather just buy the product and be done with it especially at those prices.

I get all businesses (investors too) love recurring revenue but as a customer I'm not sure about the receptivity to such things across all businesses.
 
Thinking about what’s happened the last two weeks, isn’t it simply incredible that one POS dictator could have such a widespread negative impact on the world and cause so much death and devastation. He has cemented his legacy as the modern day Hitler and totally isolated his country. Too bad China is not much better. China is our own fault for letting them steal our technology and outsourcing everything.
 
Man MU back to $77. I know all the semi's are down, but some of those are expensive. MU is dirt cheap.
It’s one of the semis I prefer but down 7% today. Like I’ve said before no matter how “cheap” something gets by whatever metric you want to use it can always get “cheaper” if sentiment is bad and other factors are out there as well.
 
  • Like
Reactions: RU-05
It’s one of the semis I prefer but down 7% today. Like I’ve said before no matter how “cheap” something gets by whatever metric you want to use it can always get “cheaper” if sentiment is bad and other factors are out there as well.
^^^^^ - to summarize, TA is completely useless. :)
 
^^^^^ - to summarize, TA is completely useless. :)
Haha....from our resident Jack Bouroudgian (not sure you'd know who that is...permabull that use to come on CNBC frequently, if not daily many years back). Only time I ever saw him give up the ghost was in the crash after it went way down lol.

Technicals are completely useful and just about every professional (not that I'm one) in the market uses them to some degree now. I don't particularly like flying blind, especially in an environment like this.
 
  • Like
Reactions: T2Kplus20
ADVERTISEMENT
ADVERTISEMENT