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2019 Ideas

I’m mostly in cash right now. I sleep like a baby.

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is everyone ready for all time highs?

NYSE Cum A/D just hit another ATH

"You want a quote? Haven’t I written enough already???"

RIP

igor555 wrote:

is everyone ready for all time highs?

We have to keep winning!

We’re gonna win so much, you may even get tired of winning. And you’ll say, 'Please, please. It’s too much winning. We can’t take it anymore. Mr. President, it’s too much.' And I’ll say, 'No, it isn’t!' We have to keep winning!

Tactics wrote:

I’m mostly in cash right now. I sleep like a baby.

don’t do what i did. Ive slept since 2015

If you're the first out the door, that's not called panicking

Tactics wrote:

I’m mostly in cash right now. I sleep like a baby.

The whole world is sitting on cash right now.

¯\_(ツ)_/¯ It be like that sometimes.

dasstienn wrote:

I’m only 24, and don’t know where I can buy stocks or short them. Do I need to buy them from certain companies? Or financial apps like Robinhood? And how can I start building my performance history (want to start with my own money)?

Oh my! And you call yourself a level 3 candidate? And above that, brag about it all the time LOL 

Meaningfully trimmed AAPL stake, I love the company but I think it’s fully priced. We’re also at market highs, stock is ~3% of all-time highs. More of a risk management move on my part, rebalancing. ~6.5% normalized fcf yield, margins very slowly slipping. Lots of investment for aapl tv and gaming coming. Counting on bump from 5G but I don’t most people even know or care what that means.

We’re gonna win so much, you may even get tired of winning. And you’ll say, 'Please, please. It’s too much winning. We can’t take it anymore. Mr. President, it’s too much.' And I’ll say, 'No, it isn’t!' We have to keep winning!

i hate the new apple update. anyways i am shoppign for a new phone. i dont want to get the new iphone without the home button. but im pretty cheap. i usually go with whats discounted.

I love my cheese. I got to have my cheddar.

I still own AAPL so please buy an iPhone and the new earbuds that cost $250, tanks

We’re gonna win so much, you may even get tired of winning. And you’ll say, 'Please, please. It’s too much winning. We can’t take it anymore. Mr. President, it’s too much.' And I’ll say, 'No, it isn’t!' We have to keep winning!

I wish they would start making a small iphone SE sized phone.  I know they have an “SE 2” coming out in March but the talk is all that its just a less small and somewhat cheap budget phone.  I think there’s a realistic market that wants something sleek and small.

#FreeCVM #FreeTurd #2007-2017

Matt Likes Analysis wrote:

hp, as someone who bought AAPL in the $90s during the last selloff and as someone who is not at all interested in the stock in the $140s, i’m here to tell you AAPL’s competitive advantage is much different now than it was in 2015/2016.

the two things that kept AAPL users trapped in the AAPL ecosystem in 2015/2016 were FaceTime and iTunes.

now that Google Duo can be used on all devices and it is comparable if not better than FaceTime, it is likely to become the go-to video calling app. FaceTime reminds me of BBM that is doomed to fail because it was only functional on BlackBerries. when FaceTime is made available to all devices, Duo will be preinstalled on 85% of the world’s phones and manually installed by much of the iPhone user base.

now that everyone uses Netflix for video (and more will use streaming apps for video when AT&T and Disney launch their services this year) and the hipper of the lot uses some form a streaming service for music (Spotify, Pandora, etc), the value of one’s iTunes library is miniscule.

i see no reason for anyone to stick with iPhone and know several people who have switched from iPhone to Pixel in the past year. primary reason - FaceTime no longer necessary and they all have Spotify.

Matt - Disney is probably going to generate a billion dollars in baby yoda swag alone. Time to load up right?

¯\_(ツ)_/¯ It be like that sometimes.

the DIS move was pretty easy to anticipate but we still don’t really know how + is actually doing. DIS is crushing it as a whole though. relative value is rough compared to crappy peers but this has been the case for a while. DIS is certainly one of the big leaders that doesn’t look insanely expensive.

speaking of AAPL again, valuation is nuts. no top line growth, EPS declining despite huge buybacks but trades at 23x, net debt position now. earnings basically haven’t grown for 4 years when you exclude the financial engineering. i guess that’s how market crashes happen. the big guys gotta fall a lot too.

Some analyst boosted his AAPL price target to $350 ha

I swear these guys last year were talking about the stock like it was going to fall under $100. 

May trim more, need to wait for 2020 anyways for tax reasons but I don’t think it’s THAT overvalued. People are pricing in top line growth, 6% and 8% in 2020, 2021 consensus it looks like. I don’t know from where but even without, normalized FCF yield, adj for cash, looks ok and sustainable, imo. 

We’re gonna win so much, you may even get tired of winning. And you’ll say, 'Please, please. It’s too much winning. We can’t take it anymore. Mr. President, it’s too much.' And I’ll say, 'No, it isn’t!' We have to keep winning!

Alright, AAPL got me worried.

Looks like a lot of window dressing.

We’re gonna win so much, you may even get tired of winning. And you’ll say, 'Please, please. It’s too much winning. We can’t take it anymore. Mr. President, it’s too much.' And I’ll say, 'No, it isn’t!' We have to keep winning!

thanatos0320 wrote:

Dropped $10K in to PG&E Corp. about a month ago. I honestly got really lucky as it was probably the riskiest play I’ve ever done.

I made a similar trade in the summer and parlayed the profit into EDIT (crispr gene editing). Still long EDIT. 

"You want a quote? Haven’t I written enough already???"

RIP