Damn straight baby! Just took a peek in on the dog....4.19...not to shabby...glad i aint a short on this one.Quote:
Originally Posted by denco1
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Damn straight baby! Just took a peek in on the dog....4.19...not to shabby...glad i aint a short on this one.Quote:
Originally Posted by denco1
Hit a nice swing trade with ANFI +$710 today. Anyway that was not the real reason for this post. Just wanted to let people know who are thinking about trading brokerages that Fidelity is running a great promo right now. I just signed up for it. Basically they are offering 500 commission free trades for two years, after that its 6.95 a trade and they throw in a $200.00 apple rewards card. Pretty sweet if you ask me.
Have a great weekend All!
Attachment 1618
Attachment 1619
Watch big media pummel Netflix-
Hulu CEO: We can get as many subscribers as Netflix
https://www.youtube.com/watch?v=KjDYMRgYn5Q
Think about it. Disney, Comcast, Fox all own Hulu. Rumor is they are talking to Time Warner about an ownership stake. Where do you think all the major content will go online in 5 years - Hulu or Netflix? I hope Netflix goes to a thousand dollars per share. It will be only that much more fun to watch it crumble.Quote:
Originally Posted by MUSCLE13
nice job dm! I would take that all day every day.
Quote:
Originally Posted by dm_4
Let's all scream Pandora from the top of our lungs! Chart looks like a ski slope doesn't it? Business Models Matter
https://www.google.com/finance?chdnp...LxOIiJmAGK7Igg
Compare it Sirius 5 year chartQuote:
Originally Posted by MUSCLE13
http://www.marketwatch.com/investing...e=2&style=1013
Business Models Matter! It may take a decade for the market to value Netflix sensibly like it did for Pandora and Sirius. Nobody truly knows. But in the long run Business Models Matter! The old saying in the short term the stock market is a voting machine. In the long term the stock market is a weighing machine. It's all about EBITDA for media companies. That is what your are buying. Future EBITDA. Investing is not gambling in a casino. It is not buying a lottery ticket. Trading is. Investing is truly mathematical at its core. That's why I love it so much.
Wonder why I am so high on Comcast? I love buying cheap stocks
Disney - Premier Content Company
Enterprise Value/EBITDA 13.94
http://finance.yahoo.com/q/ks?s=DIS+Key+Statistics
Charter - Premier Cable Distribution Company
Enterprise Value/EBITDA 16.34
http://finance.yahoo.com/q/ks?s=CHTR+Key+Statistics
Comcast - Premier Content and Premier Cable Distribution Company
Enterprise Value/EBITDA : 8.16
http://finance.yahoo.com/q/ks?s=CMCSA+Key+Statistics
Netflix - Premier Streaming Company
Enterprise Value/EBITDA 141.68
http://finance.yahoo.com/q/ks?s=NFLX+Key+Statistics
Here is another sweet comparison. So much fun!
Sirius - Only Satellite radio company
Enterprise Value/EBITDA 17.32
http://finance.yahoo.com/q/ks?s=SIRI+Key+Statistics
Pandora - Premier streaming radio company
Enterprise Value/EBITDA (negative ) -63.81
http://finance.yahoo.com/q/ks?s=P+Key+Statistics
I don't really follow the telecom and Sat TV businesses. I think price wars in wireless, and cable competition coming to the wireless space both hurt telecom badly. And I think cable beats Sat TV's video product easily. So I believe AT&T is in no growth businesses, thus I don't even follow it. Good dividend though. But the business doesn't interest me.Quote:
Originally Posted by midas360
Tell you what I do like for investors that don't follow the market intensely and even for those who do. Vanguard S&P 500 indexes. Provides diversification, international exposure (close to 50% of earnings come from overseas), good dividends, very low cost, and over the long term beats just about every other investment vehicle out there. Historically over about a century you get close to an 8 or 9% annual return (including dividends) at a very low cost. Hard to beat! Power of diversification really. They call diversification the "Only Free Lunch" in investing. As you get older you have to put some in bonds for when the market drops. You don't want to sell stocks for income in a down market, only in an up market, so bonds become a part. I would say 20%. Bogle says 40%, Buffett says 10%. One thing is for sure, bonds (short term, long term, tax free municipals etc) have to be a part in retirement. I think Mel has a large amount in municipals from his last CNBC interview.
Denco, thanks for sharing the charts. I took a peek at the Hi/Low P&F as of close of market yesterday and I like the Bullish Price Target of 4.44. Reminded me of a batch of sell orders I have at 4.20, 4.25 and 4.30 which now I've decided to move up a notch or two. Thanks for drawing my attention with your chart work.Quote:
Originally Posted by denco1
EDIT..... sorry about that understated price discussion..........somehow I'm having difficulty thinking of SIRI as a stock priced above $4.
On another topic, I witnessed the Spurs on an apparent bad night last night when they let the lowly Pelicans get the best of them. I saw the same kind of performance from my Heat the night before, so I guess it can happen to the best of them at any time.
What's the local book on Romo's return tomorrow against my Phins? I assume they've given him a "good to go" on his injury recovery; I wonder how much rust has set in during that time off. Should be an interesting game. May the best team win.
There are 2 arguments going on here.
The first, AT&T has 2 products for television which is U-Verse television which is fiber (eventuall directly to the home) and now DirecTV. They are the largest paid television provider now. They are a "true" Quadruple Play unlike the cable companies. It's that simple. The cable companies need to be come an MVNO or buy a wireless company to be able to "claim/offer that" they are a quadruple play but the telco's benefit if it's MVNO partnership regardless. :)
The 2nd is... It's about the "data." They want any and every device, service, etc on their network using data. It's really that simple. For example, Sirius XM's Connected Car strategy lacks a key component which is a wireless connection (LTE). They need to become an MVNO to solve this problem which means they will go to AT&T, Verizon, T-Mobile, Sprint, etc. OR they will need to buy a wireless carrier.
At the end of the day, AT&T and others will control the data speeds, how they get it, who's paying for it, and who gets it first. That's where the industry is headed. Go research the new service by AT&T called "Sponsered Data for Mobile Subscribers." Kind of interesting if you ask me and unfortunately, the cable companies can't offer this product/service because they are not in the wireless business.
Quote:
Originally Posted by MUSCLE13
And I can still make the PGA Tour.Quote:
Originally Posted by MUSCLE13
I mean, if you're gonna dream, you might as well dream big!
Can I be your caddy?.................. I recall that when Stevie Williams was on Tiger's bag one year, his income {10% of Tiger's purse money) would have ranked him among the top 10 of PGA tour players pay. I can dream with you, can't I?Quote:
Originally Posted by user34615145
Started researching and investing in Comcast when Howard signed on with NBC's America's Got Talent in 2011. Here is a 5 year chart back to 2011 comparing Comcast to AT&T. It's quite revealing and actually laughable. Cable is beating the crap out of telecom. It will continue
https://www.google.com/finance?chdnp...D5SbmAHfqJroAg
Almost a 200% 5 year return for Comcast compared to a 15% 5 year return for AT&T. I see similar results coming for the next decade at least for cable, and I expect telecom stocks to have negative returns.
Hulu is growing subs right now at about a 60% rate per year in the US. Netflix is growing them at about a 10% rate per year in the US. I expect Hulu to accelerate and Netflix eventually to drop to sub losses in the US within 3 years.Quote:
Originally Posted by user34615145
Hi Sly,
My Spurs sure didn't have it last night. Haven't really gotten Aldridge into the flow yet. We should see more consistency by mid season. If not I will be worried about this acquisition long term. No need to worry now though.
The Phins D line scares me. Hope Dallas Oline comes to play. Could be 1 and done for Romo and the rest of the season if they have any metal lapses. Close to the point of tuning them out for the rest of the season. A loss would cement it for me. No making the playoffs with an 8 game loosing streak.
Siri looking nice, Sly. I too have a couple of sells on the radar but not under 4.30s and 4.40s.
Have a great weekend Sly:)