Official Investing Thread

Discussion in 'The Mainboard' started by Joe Louis, Jul 12, 2010.

  1. Detlef Schrempf

    Detlef Schrempf Back to Back to Back AAU National Champs
    Donor

    Lighter than expected guidance, miss on iPhone shipments, it’s a buy for me imo.
     
  2. Detlef Schrempf

    Detlef Schrempf Back to Back to Back AAU National Champs
    Donor

    They announced that they have $237 billion in cash on hand, holy fuck at just thinking about that number.
     
    Wallcoq likes this.
  3. Cheshire Bridge

    Cheshire Bridge 2017 & 2019 National Champions - Clemson Tigers
    Donor
    Clemson TigersAtlanta BravesTiger WoodsCollege Football Playoff

    https://www.cnn.com/2018/11/01/tech/apple-earnings-q4/index.html


    And it begins. Sell.
     
  4. Cheshire Bridge

    Cheshire Bridge 2017 & 2019 National Champions - Clemson Tigers
    Donor
    Clemson TigersAtlanta BravesTiger WoodsCollege Football Playoff

    Reading k's and q's has become a hobby of mine
     
  5. Detlef Schrempf

    Detlef Schrempf Back to Back to Back AAU National Champs
    Donor

    They’re going to start disclosing services gross margin next quarter, we’re starting to see concrete steps from them migrating from a primarily hardware company to a service/subscription based model. They’re annuitizing their business essentially, which quite frankly the iPhone used to do for them when people were on cell phone upgrade plans every two years, that cycle has slowed for many Americans now, so I think they’re looking at how to drive that in a different way and services is the answer to that imo. Not to mention services are likely to have much higher margins.
     
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  6. Cheshire Bridge

    Cheshire Bridge 2017 & 2019 National Champions - Clemson Tigers
    Donor
    Clemson TigersAtlanta BravesTiger WoodsCollege Football Playoff

    Exactly. Really interested in seeing this transformation. It'll be rocky for a bit imo. But good buying opportunity
     
  7. Detlef Schrempf

    Detlef Schrempf Back to Back to Back AAU National Champs
    Donor

    I think Wall Street is pitching a little bit of a fit because they’re losing data they’re comfortable with and regularly use.
     
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  8. The Great Pumpkin

    The Great Pumpkin The Next Portugese Prodigy
    Donor TMB OG

    The analyst definitely had that tone on the call yesterday.
     
    Trop likes this.
  9. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
    Donor
    Texas AandM Aggies alt

    I could use one more Trump anti-Amazon comment this week. I’ve dipped my toes in the water but I’m ready to load up on some AMZN.
     
    The Great Pumpkin likes this.
  10. The Great Pumpkin

    The Great Pumpkin The Next Portugese Prodigy
    Donor TMB OG

    I’ve got some 1700 calls I picked up for this week around close. It looks ready to make a big push back up.
     
    lechnerd likes this.
  11. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
    Donor
    Texas AandM Aggies alt

    I'd love to buy options but I have no idea when Amazon is going to turn around, only that it will.

    Whats your expiration date on the calls?
     
  12. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    was tempted to take my MSFT profits and buy AAPL when it went below 200 today

    does it go lower?
     
  13. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    also, is it smart to cash out and wait for the election stuff to pass? i suspect the market will react poorly but you more experienced people would know better
     
  14. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
    Donor
    Texas AandM Aggies alt

    Ride MSFT. No reason to sell at all there. They had an amazing quarter.

    AAPL did not have a good quartner and there seem to be some concerns moving forward. iPhones aren’t moving and now they are not going to report numbers on individual products moving forward. Huge red flag. Buffett and the AAPL share buy backs are a nice floor but that company has innovation problems.
     
    Taques likes this.
  15. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
    Donor
    Texas AandM Aggies alt

    I don’t think it will matter much.

    House goes D
    Senate stays R
    White House stays R

    That = gridlock and everything stays status quo. The current environment is pro-growth and all of that continues x 2 years.
     
    Taques likes this.
  16. RockHardJawn39

    RockHardJawn39 #FranklinOUT
    Donor
    Penn State Nittany LionsSan Francisco GiantsPhiladelphia 76'ersPhiladelphia FlyersLiverpoolWrexham AFC

    Yeah, historically, gridlock is good.

     
    lechnerd likes this.
  17. lechnerd

    lechnerd They say Monaco is a sunny place for shady people
    Donor
    Texas AandM Aggies alt

    The one big potential black swan could present itself in the form of an increased likelihood of impeachment of the President with the Dems taking the house following Mueller’s report which will likely be released soon.

    They will still need to (likely) steal a handful of senators to convict. And then what happens? A lot more status quo with Pence at the helm. Maybe increased chance of getting China tariffs standoff resolved.
     
  18. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    tyvm
     
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  19. Rabid

    Rabid Fan of: DQ Treats
    Donor TMB OG
    Minnesota Golden Gophers

    It requires a 2/3rds vote in the Senate to remove a President under impeachment.
     
    lechnerd likes this.
  20. Detlef Schrempf

    Detlef Schrempf Back to Back to Back AAU National Champs
    Donor

    Correct, only thing impeachment proceedings are likely to do is exactly what they did for Bill Clinton. Provide a struggling and unpopular president with a free platform to increase his popularity.
     
    lechnerd likes this.
  21. Frankie Carbone

    Frankie Carbone eh che se dice
    Florida State SeminolesNew York YankeesNew York KnicksOrlando CityLazioUnited States Men's National Soccer Team

    I’m not sure I’d credit that changing people’s perception of Clinton over the Bosnian intervention
     
    lechnerd likes this.
  22. Detlef Schrempf

    Detlef Schrempf Back to Back to Back AAU National Champs
    Donor

    Look at the polls from when the Paula Jones stuff dropped to when the impeachment proceedings started. Went from 37% to 73% the month he was impeached.
     
    lechnerd likes this.
  23. BrickTamland

    BrickTamland You're not Ron...
    Donor
    Florida State Seminoles

  24. FourClover01

    Donor

    Good time to scoop up some Netflix?
     
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  25. The Hebrew Husker

    Donor
    Nebraska CornhuskersSeattle MarinersColorado AvalanceWWENebraska Cornhuskers alt

    Thoughts on $SQ?

    Think it’ll keep climbing with earnings today?
     
  26. BrickTamland

    BrickTamland You're not Ron...
    Donor
    Florida State Seminoles

    Hallelujah thank you, Warren. We’re back in the black.
    030CC561-17A8-4061-9680-EAD45EECB1BA.jpeg
     
    Taques, The Hebrew Husker and Toast like this.
  27. Duck2013

    Duck2013 Hello
    Donor
    Oregon DucksLos Angeles LakersLos Angeles ChargersTiger Woods

    I like Netflix right here. A nibble tho.
     
    lechnerd likes this.
  28. Beachy Toast

    Beachy Toast He wants you too, Malachi.
    Donor
    Chicago White SoxChicago BearsChicago BlackhawksKansas State WildcatsMontreal Impact

    Don't let Taques know or he'll get sad.
     
  29. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    best one day rise ive ever had :cool:
     
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  30. Beachy Toast

    Beachy Toast He wants you too, Malachi.
    Donor
    Chicago White SoxChicago BearsChicago BlackhawksKansas State WildcatsMontreal Impact

    You finally break even?
     
  31. WillySaliba

    WillySaliba Well-Known Member
    Donor
    Philadelphia 76'ersArsenal

    [​IMG]
     
  32. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    who really worries about things like breaking even when you have such great friends on TMB
     
  33. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    i am $16.56 from breaking even

    ACB been doing work lately, especially since sessions resigned, but earnings come out tomorrow so i will probably sell before that and hop back in after it inevitably drops 20%
     
    texasraider likes this.
  34. texasraider

    texasraider thanks
    Donor
    Texas RangersKansas City ChiefsDallas Mavericks altTexas Tech Red Raiders alt

    All of that shopping I’ve done at Amazon is finally paying off in gainz
     
    lechnerd and Taques like this.
  35. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    ive been buying perishables, consuming them, and sending them back to amazon customer service to drive down the price to something i can afford :cool:
     
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  36. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    its called market manipulation and its what all the big boys are doing you probably dont know anything about it
     
    momux, Duck2013 and texasraider like this.
  37. The Great Pumpkin

    The Great Pumpkin The Next Portugese Prodigy
    Donor TMB OG

    Today was a good day, gentleman.

    [​IMG]
     
  38. Beachy Toast

    Beachy Toast He wants you too, Malachi.
    Donor
    Chicago White SoxChicago BearsChicago BlackhawksKansas State WildcatsMontreal Impact

    Dear SEC..
     
  39. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosRice OwlsAston Villa

    anyone have opinions on GE? the JP Morgan note today was not pretty.
     
  40. BrickTamland

    BrickTamland You're not Ron...
    Donor
    Florida State Seminoles

    Is there a simple explanation (read: one I could understand) as to why small-cap hasn’t seemed to rebound or has done slow at a much slower pace relative to other classes?
     
  41. Beachy Toast

    Beachy Toast He wants you too, Malachi.
    Donor
    Chicago White SoxChicago BearsChicago BlackhawksKansas State WildcatsMontreal Impact

  42. The Great Pumpkin

    The Great Pumpkin The Next Portugese Prodigy
    Donor TMB OG

    I think it is worth a flier here. Would definitely use a stop loss with it not too far under 8 if I played it.

    Upside is there, but it could really crash.
     
    lechnerd likes this.
  43. Detlef Schrempf

    Detlef Schrempf Back to Back to Back AAU National Champs
    Donor

    I think it’s headed to the dump. No dividend any longer, no proven growth driver in any of their current lines of business. I think they’re in trouble.
     
    lechnerd and Gallant Knight like this.
  44. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosRice OwlsAston Villa

    same. going to read up more this weekend, but the JP Morgan note this morning makes me thing they could be headed toward chapter 11.
     
  45. Taques

    Taques sometimes maybe good sometimes maybe shit
    Staff Donor TMB OG
    The Real Movement

    things are bad again
     
  46. letan

    letan Just looking for the gator board
    Donor
    Real MadridJacksonville JaguarsFlorida GatorsTampa Bay Rays

    RIP in peace GE
     
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  47. The Great Pumpkin

    The Great Pumpkin The Next Portugese Prodigy
    Donor TMB OG

    Picked up a ton of $25 $REV Nov 16 calls heading into close last night and parlayed that into my best day ever. Sold enough to make it a total freeroll and holding the rest to see what happens going into next Friday. Hopefully not a mistake.

    Much alcohol will be consumed in celebration this weekend.
     
    Caga palo, letan, texasraider and 3 others like this.
  48. Frankie Carbone

    Frankie Carbone eh che se dice
    Florida State SeminolesNew York YankeesNew York KnicksOrlando CityLazioUnited States Men's National Soccer Team

    :gross:
    When did that stop?
     
  49. Gallant Knight

    Donor
    Arkansas RazorbacksHouston AstrosRice OwlsAston Villa

    that's a lie.

    their current dividend is $.01/share

    $$$$$$$$$$$$$$$$$$$$
     
  50. Frankie Carbone

    Frankie Carbone eh che se dice
    Florida State SeminolesNew York YankeesNew York KnicksOrlando CityLazioUnited States Men's National Soccer Team

    So almost like putting your money into a savings account. Score