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Talking stocks, trading, and investing in general - Page 180

post #2686 of 4592
Quote:
Originally Posted by RedLeg View Post

I thought about this, but opted not to for a few reasons.

The iPhone 5 will be heavily subsidized by the carriers.
You're making a pretty much industry wide play. Majority of new iPhones will be sold to existing subscribers who are currently on premium plans.

Think about picking a winner out of those three. Who stands to gain market share with this launch? Great opportunity for a pair trade imo.

It will come down to:

Who is best able to keep iPhones available and in stock.

Who's 4G network is best able to handle the juggernaut that is about to hit it.

I haven't done the research, so I won't make an uninformed suggestion. Just some food for thought.

I agree with Red's logic. If you've got a good feeling about iPhone 5, why not buy AAPL instead? I know at $674 it isn't a cheap stock (price-wise, not value-wise), but it's probably a better choice, and AAPL's price tends to increase around a new product launch. Rumor is also circulating that the new iPhone 5 will have a chipset that can handle CHL's homegrown network, thus opening iPhone the the largest mobile carrier in the world.
post #2687 of 4592
Quote:
Originally Posted by melwoesblvd View Post

pandora reports next wed, who's got their shorts on? could see a squeeze perhaps

Good call on P. Up 10% AH. Think it will continue w/ tomorrows open?
post #2688 of 4592
Quote:
Originally Posted by guyver00 View Post

I agree with Red's logic. If you've got a good feeling about iPhone 5, why not buy AAPL instead? I know at $674 it isn't a cheap stock (price-wise, not value-wise), but it's probably a better choice, and AAPL's price tends to increase around a new product launch. Rumor is also circulating that the new iPhone 5 will have a chipset that can handle CHL's homegrown network, thus opening iPhone the the largest mobile carrier in the world.

The stock is too expensive for my portfolio
post #2689 of 4592
Quote:
Originally Posted by guyver00 View Post


I agree with Red's logic. If you've got a good feeling about iPhone 5, why not buy AAPL instead? I know at $674 it isn't a cheap stock (price-wise, not value-wise), but it's probably a better choice, and AAPL's price tends to increase around a new product launch. Rumor is also circulating that the new iPhone 5 will have a chipset that can handle CHL's homegrown network, thus opening iPhone the the largest mobile carrier in the world.

 

stupid rumor is fuckin stupid.  do all those apple fanboyz and web developers even remotely understand hardware design lol

post #2690 of 4592
Wow, P just went up 20%. Who called it and who's dancing?
post #2691 of 4592
Quote:
Originally Posted by guyver00 View Post

Wow, P just went up 20%. Who called it and who's dancing?

This won't last. This company still has made no profit and has 53% of revs coming through ad dollars.
post #2692 of 4592
Quote:
Originally Posted by Slopho View Post

This won't last. This company still has made no profit and has 53% of revs coming through ad dollars.

Yeah, I say the same thing, but I didn't think it would pop at all and it did....and we are both underwater on ACTC so what do we know smile.gif
post #2693 of 4592
Quote:
Originally Posted by javyn View Post

Yeah, I say the same thing, but I didn't think it would pop at all and it did....and we are both underwater on ACTC so what do we know smile.gif

Well the pop is just shorts. They lost 3 cents per share and like I said about ACTC, never worried. I will make money on this.
post #2694 of 4592
Quote:
Originally Posted by Slopho View Post

Well the pop is just shorts. They lost 3 cents per share and like I said about ACTC, never worried. I will make money on this.

I must admit I haven't been paying attention to ACTC that much lately, have they dealt with/disposed of the lawsuit by the SEC?

My stock attention has been going towards AMRN's IP portfolio and GLUU's technicals looking for re-entry.
post #2695 of 4592
Quote:
Originally Posted by javyn View Post

I must admit I haven't been paying attention to ACTC that much lately, have they dealt with/disposed of the lawsuit by the SEC?
My stock attention has been going towards AMRN's IP portfolio and GLUU's technicals looking for re-entry.

I think this SEC issue is pretty dead, the biggest news was that the Federal Appellate Court ruled in favor of federal funding on hESC, which means that projects with HHS or DOD could be in the works.
post #2696 of 4592
Just to add, one day I think this issue about companies not making money but still being valued highly will come to an end. With these internet companies. FB, ZNGA, P, etc... there's a feeling (I believe) on the street where they feel that somehow these companies will at some point figure out a way to monetize the product. "Hey, company X doesn't make any money." "Don't worry, they'll figure it out." But there is no figuring it out. These companies won't make money....well enough money to justify their valuation.
post #2697 of 4592
Quote:
Originally Posted by Slopho View Post

Just to add, one day I think this issue about companies not making money but still being valued highly will come to an end. With these internet companies. FB, ZNGA, P, etc... there's a feeling (I believe) on the street where they feel that somehow these companies will at some point figure out a way to monetize the product. "Hey, company X doesn't make any money." "Don't worry, they'll figure it out." But there is no figuring it out. These companies won't make money....well enough money to justify their valuation.

It's the 90s all over again with this misplaced idea that people are going to stay home and grocery shop online, etc. There will be some social media companies that do monetize I'm sure, but which ones are anyones' guess, and if someone says they know for sure, they are full of crap IMO. I'm betting on the freemium gaming though, but under no illusions as to how risky it is.
post #2698 of 4592
"Freemium" game companies, just like Zygna with their creative accounting policies. I'm not a big fan of these companies, but I guess it's a gamble like javyn said.
post #2699 of 4592
Quote:
Originally Posted by guyver00 View Post

"Freemium" game companies, just like Zygna with their creative accounting policies. I'm not a big fan of these companies, but I guess it's a gamble like javyn said.

Zynga is garbage, IMO if any of them can pull it off, it's of course GLUU. Their games are a different league altogether and they've been in the mobile space since 2010 with their new focus. Zynga is playing catchup in that regard, and the games are scrabble-esque crap.
post #2700 of 4592
Quote:
Originally Posted by javyn View Post

Zynga is garbage, IMO if any of them can pull it off, it's of course GLUU. Their games are a different league altogether and they've been in the mobile space since 2010 with their new focus. Zynga is playing catchup in that regard, and the games are scrabble-esque crap.

ZNGA = 1 hit game

GLUU = 0 hit games.
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