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Talking stocks, trading, and investing in general - Page 157

post #2341 of 5876
Quote:
Originally Posted by smashwindow View Post

what is the purpose of gold? what is its real use? why isn't south africa rich in pieces of paper if its so damned valuable? at least other metals and commodities have a purpose and react to the market in predictable ways unlike the now volatile and psychologically dictated gold market.  I laugh when people say we will return to the gold standard, I mean why is gold more intrinsically valuable that paper.  if anything we should start trading in energy or electricity which is the most valuable commodity of all things should be priced in watts not nuggets of yellow metal.

 

 

Gold is a very important industrial material.

 

Besides, you cannot trade energy or electricity unless you trade pure paper.  Ya?  Or please do tell me how to take delivery of 5MW electricity and where can I find a custodian in Nebraska?

 

Quote:
Originally Posted by SkinnyGoomba View Post

Not without a serious falloff in corp profits, and a couple MF global type situations, which could happen due to europe.

 

Corp profits are high at the expense of even higher unemployment.  There's so much value creation from outsourcing manufacturing to blood factories or sweatshops before shit hits the fan.  Remember that good old Florsheim shoe company?

 

Besides, high corp profits can only go one direction. Down.

 

Quote:
Originally Posted by cruxter View Post

thats funny because i dont buy gold contracts. as i said earlier, big difference between physical and paper markets.

 

people who buy paper gold are in it for the wrong reasons.

 

Either you own futures or own physicals.  Same thing.  Just after a certain size, its cheaper to have your own vault than paying someone else.

 

But not everyone understands the commodities market.

post #2342 of 5876

I'm not saying that we trade electricity, I'm saying that we back paper money with electricity.

 

Originally Posted by chogall View Post

 

Gold is a very important industrial material.

 

Besides, you cannot trade energy or electricity unless you trade pure paper.  Ya?  Or please do tell me how to take delivery of 5MW electricity and where can I find a custodian in Nebraska?

 

 

Corp profits are high at the expense of even higher unemployment.  There's so much value creation from outsourcing manufacturing to blood factories or sweatshops before shit hits the fan.  Remember that good old Florsheim shoe company?

 

Besides, high corp profits can only go one direction. Down.

 

 

Either you own futures or own physicals.  Same thing.  Just after a certain size, its cheaper to have your own vault than paying someone else.

 

But not everyone understands the commodities market.

post #2343 of 5876
chogall can you stop. Gold is the greatest thing in the world. We get it. Now can we go back to discussing stocks? And yes GLUU sucks so we don't need to hear your opinions on that neither.

Thoughts on BP depending on how the russian sale goes? Down a bit right now but still up overall. Debating whether to keep or sell
post #2344 of 5876
Oil producers are cheap at the moment, I'm holding mine which are xom, Cvx, rds.a. If I owned bp I would hold that for a long time as well and collect the 5% dividend.
post #2345 of 5876
I always prefer services. NOV is looking good....but NOV always looks good to me, I am watching to jump back in.
post #2346 of 5876
http://www.insidemobileapps.com/2012/06/05/what-the-u-s-can-learn-from-china-in-mobile-social-gaming/
Quote:
What the U.S. Can Learn from China in Mobile Social Gaming

Good article explaining the freemium model has a good chance of stopping piracy. (not so good....the writer doesn't know, or doesn't say that the easy way around paying for freemium content is to just jailbreak your iPhone heh)

Still though...
Quote:
And at the same time, this model encourages profits — Analysys International predicts a 75 percent increase in revenue from mobile social games in China over the next year.

Nice projection, I know a co. that already has their foot in the door in China and the #1 mobile game in the country ATM
post #2347 of 5876
Any favorites on the saudi stock exchange?
post #2348 of 5876
Quote:
Originally Posted by cruxter View Post

An ounce of gold today will still buy the same amount of goods as it did back when it was priced at $35/oz

This is very nearly correct. So, what you have just successfully argued is that gold has historically exhibited precisely zero long-run real returns.

This is intuitive, given it is a theoretical "store of value" and exactly why it is a terrible "investment."
post #2349 of 5876
The question is, will these cable providers provide a streaming only option at a price comparable to Netflix? (Especially considering this industry fought tooth and nail against the concept of offering a la carte service)

Not saying people en masse are going to cut their cable to go for streaming, at least, not now....but Netflix does fill a niche. As to whether the stock is overvalued or not, I have no idea.
post #2350 of 5876
Quote:
Originally Posted by javyn View Post

The question is, will these cable providers provide a streaming only option at a price comparable to Netflix? (Especially considering this industry fought tooth and nail against the concept of offering a la carte service)
Not saying people en masse are going to cut their cable to go for streaming, at least, not now....but Netflix does fill a niche. As to whether the stock is overvalued or not, I have no idea.



a la carte service is expensive for the end customers and will cost the content producers a lot of headache dealing with distribution. 

 

content producers have the edge against aggregators and distributors at the moment and the edge is not going away anytime soon.  unlike the music business, there's a huge chasm between ucg and pro content and advance of technology is not going to bridge that gap anytime soon.

post #2351 of 5876
Quote:
Originally Posted by chogall View Post



a la carte service is expensive for the end customers and will cost the content producers a lot of headache dealing with distribution. 

Enter the internet, and streaming Netflix. I actually love the service (to the point of having a hardon for it), but, am well aware my viewing habits are not representative of everyone else. But yeah, cable's here to stay, for a good while at least, and I'm not so sure Netflix is on its way to bankruptcy or irrelevance like people think.
post #2352 of 5876
Quote:
Originally Posted by javyn View Post


Enter the internet, and streaming Netflix. I actually love the service (to the point of having a hardon for it), but, am well aware my viewing habits are not representative of everyone else. But yeah, cable's here to stay, for a good while at least, and I'm not so sure Netflix is on its way to bankruptcy or irrelevance like people think.

 

Not sure if you remembered Hastings comparing NFLX to HBO at one of their earnings conference calls couple quarters ago.

 

Content is king.  Internet (specifically CDN and the last mile carriers) are just pipes that can and will be prioritized.  NFLX before it spent heavily on building up its CDN services is just a big aggregator on a subscription model, which was proved to be inferior to iTune/Amazon's a la carte model.  And now NFLX instead of just being an aggregator, its building up its own pipe and sourcing its own content.  Guess that that would do to its cashflow and its P/E as it becoming an content producing media company?

 

p.s., cable companies are here to day forever, no one is cutting any cords in case you been actually looking at the industry.  Yes, I pay $20/month for basic cable TV that I never watch (and I turn on a la carte channels 1 month out of a year), and yes, I have the highest tier Internet service offered by my last mile carrier.

post #2353 of 5876
Slopho, you still around? Lots of bad news lately in ACTC, but it's not really phasing me.... Seems like a Chinese JV rumor set it off yesterday though, 12% rally. If true, that would be sweet. I would much rather a JV with China than American Big Pharma. Big Pharm would take too high a % of revs, and what's the Chinese Dry AMD market like? According to this state PR mentioning ACTC, in the US it's 25B, in China....300B. Yowsa.

Also, 6/5/12 Coast to Coast AM interview with Dr. Lanza.

http://www.youtube.com/watch?v=cGZKwOV1WfE

State press release from Jilin Provence mentioning building facilities to work with ACTC

(in Mandarin)

http://www.jl.gov.cn/zwgk/yatabl/zxwyta2010/2012/201205/t20120502_1192305.html
Edited by javyn - 6/7/12 at 7:29am
post #2354 of 5876
MCD has been surprising me with a decline in pricing. The store sales growth is not as expected.
post #2355 of 5876
This rally today is totally baffling to me. So Spain is expected to ask for bank bailout on Saturday -- great? Because the record of bailouts with Greece has been so spectacular.
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