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Talking stocks, trading, and investing in general

Discussion in 'Business, Careers & Education' started by mikeman, Feb 2, 2011.

  1. RedLeg

    RedLeg Senior member

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    San Francisco
    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.
     
  2. SkinnyGoomba

    SkinnyGoomba Senior member

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    I've had both T and Vz for a few years, if you bought them thinking that the iPhone will boost the stock than you may be disappointed. They subsidize the phone heavily.

    I like both and own them for what used to be a near 6% dividend, it's now about 4.5% due to share appreciation.
     
  3. djblisk

    djblisk Senior member

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    Thanks for the advice and comment guys.
     
  4. Slopho

    Slopho Senior member

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    I wouldn't be looking at the single release of a phone to really have substanial effect on these stocks. I mean you've got to look at cable and internet issues with VZ, and you have to take into account the horrible deal S signed just to sell the Iphones. I'm kind of cold on phone stocks now to be honest, I feel like the Iphone is going to become the "Madden Football" franchise of phones.
     
  5. CalTex

    CalTex Senior member

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    +1
    I have been told just about the same thing.

    Red, you work in ibanking?
     
    Last edited: Aug 30, 2012
  6. guyver00

    guyver00 Senior member

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    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.
     
  7. javyn

    javyn Senior member

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    Good call on P. Up 10% AH. Think it will continue w/ tomorrows open?
     
  8. djblisk

    djblisk Senior member

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    The stock is too expensive for my portfolio
     
  9. chogall

    chogall Senior member

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    stupid rumor is fuckin stupid. do all those apple fanboyz and web developers even remotely understand hardware design lol
     
  10. guyver00

    guyver00 Senior member

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

    Slopho Senior member

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

    javyn Senior member

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    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 :)
     
  13. Slopho

    Slopho Senior member

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    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.
     
  14. javyn

    javyn Senior member

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    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.
     
    Last edited: Aug 30, 2012
  15. Slopho

    Slopho Senior member

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    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.
     
  16. Slopho

    Slopho Senior member

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    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.
     
  17. javyn

    javyn Senior member

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    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.
     
    Last edited: Aug 30, 2012
  18. guyver00

    guyver00 Senior member

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    "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.
     
  19. javyn

    javyn Senior member

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    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.
     
  20. Slopho

    Slopho Senior member

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    ZNGA = 1 hit game

    GLUU = 0 hit games.
     

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