ROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEXROLEX
17 September 2020, 03:07 AM | #4651 | |
"TRF" Member
Join Date: Jun 2009
Real Name: Brian
Location: Northern Virginia
Watch: One of Not Many
Posts: 17,892
|
Quote:
Gold is typically an inflation hedge or an anchor against uncertainty. Do you think there will be inflation? Are you worried about something affecting your other investments? How long would you hold the gold for? If you bought "collectibles" when would you sell them? Why have you been hearing about buying gold with the "economy"? Not trying to be difficult but I think you need to look at your overall situation and goals over time. https://money.usnews.com/investing/i...invest-in-gold
__________________
IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock |
|
17 September 2020, 03:10 AM | #4652 |
"TRF" Member
Join Date: Aug 2011
Location: USA
Posts: 93
|
Anyone looking at SNOW? Currently at 247, it is at more than double its IPO price of 120. The articles I read suggested the IPO price was really high. It will be interesting to see what direction this takes but at these levels it seems too risky for me.
|
17 September 2020, 03:12 AM | #4653 | |
"TRF" Member
Join Date: Aug 2010
Location: NorCal
Watch: Yes!
Posts: 6,571
|
Quote:
I'd rather see the stocks level out and stabilize, as well as go through a few earnings, before jumping onboard.
__________________
|
|
17 September 2020, 03:15 AM | #4654 |
"TRF" Member
Join Date: Jun 2009
Real Name: Brian
Location: Northern Virginia
Watch: One of Not Many
Posts: 17,892
|
I am watching but the valuation makes no sense. Is this another SHOP or UBER?
__________________
IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock |
17 September 2020, 03:19 AM | #4655 |
"TRF" Member
Join Date: Jan 2019
Location: North America
Posts: 2,368
|
SNOW was absurdly priced. At 75-80 it was steep but not unreasonable, the fact they boosted it to 120 yesterday last minute tells me all I need to know about management - greedy. Let the product speak for itself, not the stock price. Anyway, at an annual revenue of 500M (remember, NET is 400M, FSLY 300M), a share price at 240 is well >60B valuation in contrast to NETs 11B and FSLYs 8.5B. Can’t imagine who bought at over 300.... heavy bags. SNOW has higher annual growth, but all three are negative EPS.
|
17 September 2020, 04:23 AM | #4656 |
2025 Pledge Member
Join Date: Apr 2019
Real Name: Dustin
Location: A, TX
Posts: 1,713
|
and the first trade was at something like $240?
|
17 September 2020, 04:35 AM | #4657 |
"TRF" Member
Join Date: Aug 2010
Location: NorCal
Watch: Yes!
Posts: 6,571
|
https://seekingalpha.com/news/361470...os-belski-says
Interesting take on the impact of retail investors in the market, or rather lack of - we've all talked about the RH crowd affecting things...but maybe not so much apparently? We are low low LOW on that totem pole, it seems.
__________________
|
17 September 2020, 04:45 AM | #4658 | |
"TRF" Member
Join Date: Jun 2015
Location: New York, NY
Watch: 5513
Posts: 1,170
|
Quote:
|
|
17 September 2020, 05:01 AM | #4659 |
"TRF" Member
Join Date: May 2019
Location: The Good Life
Posts: 3,090
|
Averaged down in oxy this am. If oil stabilizes, this will take off!
Sent from my iPhone using Tapatalk |
17 September 2020, 08:40 AM | #4660 |
"TRF" Member
Join Date: Jan 2019
Location: North America
Posts: 2,368
|
Hopped aboard the INO express yesterday with a few speculative calls and went for a nice ride today. To me, this is an interesting stock. Long history of no product, but they are still small and very much foundational research focused rather then new product focused. Reason for that is their technology (DNA medicine) has never been done before. They have been the subject of numerous pump and dumps the past 6 months due to covid vaccine, most recently a violent sell off to well below their 100 day moving average so I considered it a reasonable “deal”. Now they’ve got a deal with ThermoFosher Scientific, and there’s speculation of data being published soon, along with funding, FDA approvals etc etc.
Now, I have my doubts - maybe this is another pump and dump, could dump tomorrow, could continue going up. BUT, I will say that IF their technology as a whole actually pans out (Not just covid, but DNA Medicine in general), then they are worth far more than what covid has them priced for - I.e., a positive result in covid actually means much more than that in my view. DNA medicine would revolutionize healthcare, and they’ve put up some solid data on HPV vaccines in very respected medical/scientific journals.... To the moon or bust I guess. Anyways, as always do your due diligence, and buyer beware - this one can rocket or tank in the blink of an eye. |
17 September 2020, 08:53 AM | #4661 | |
"TRF" Member
Join Date: Nov 2019
Location: USA
Posts: 720
|
Quote:
I’ve been watching this for a while. A friend of mine got in around May and has done quite well playing both spikes. Exciting science. Sent from my iPhone using Tapatalk |
|
17 September 2020, 09:11 AM | #4662 | |
"TRF" Member
Join Date: May 2020
Real Name: Screwly
Location: USA
Watch: “Pepsi”
Posts: 2,369
|
Quote:
I’m ready!! Been seeing nothing but red in oxy for a while now. Today was a good day!
__________________
IG: htown_horology 126710blro jubilee 116500ln white dial 126613lb 326934 jubilee/blue dial |
|
17 September 2020, 01:19 PM | #4663 |
"TRF" Member
Join Date: Feb 2013
Real Name: Ryan
Location: DMV
Watch: LVc
Posts: 2,164
|
If the overnight futures are any indication, looks to be another difficult day ahead of us in the markets.
Sent from my iPhone using Tapatalk |
17 September 2020, 01:39 PM | #4664 |
"TRF" Member
Join Date: Nov 2019
Location: USA
Posts: 720
|
More TikTok drama -
The congressional objections raise the question of whether Mr. Trump could face criticism for the Oracle-TikTok proposal on the campaign trail. Mr. Trump, who had made positive comments about a deal on Tuesday, appeared to be aware of the growing debate. “I’m not prepared to sign off on anything. I have to see the deal,” he said at a news conference on Wednesday. “They’re going to be reporting to me tomorrow morning.” He added that he was “not going to be happy” if TikTok remained largely owned by a Chinese company. https://www.google.com/amp/s/www.nyt...ition.amp.html Sent from my iPhone using Tapatalk |
17 September 2020, 08:34 PM | #4665 |
2025 Pledge Member
Join Date: Nov 2010
Location: In the air
Posts: 702
|
Looks down for the open...may be a rough Thurs - Fri
|
17 September 2020, 08:58 PM | #4666 |
"TRF" Member
Join Date: Jun 2009
Real Name: Brian
Location: Northern Virginia
Watch: One of Not Many
Posts: 17,892
|
The Fed has been trying to create inflation since 2009, they just announced yesterday that they will keep rates close to ZERO until 2023
__________________
IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock |
17 September 2020, 09:07 PM | #4667 | |
"TRF" Member
Join Date: Jun 2009
Real Name: Brian
Location: Northern Virginia
Watch: One of Not Many
Posts: 17,892
|
Dow Futures, Snowflake, Oracle-TikTok - 5 Things You Must Know Thursday
https://www.thestreet.com/markets/5-...hursday-091720 The markets are tired here without any news news one way or another Quote:
__________________
IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock |
|
17 September 2020, 09:44 PM | #4668 |
"TRF" Member
Join Date: Aug 2010
Location: NorCal
Watch: Yes!
Posts: 6,571
|
https://www.cnbc.com/2020/09/17/snow...hat-debut.html
As most of us have said - be a tad weary of the Snowflake hype.
__________________
|
17 September 2020, 11:08 PM | #4669 |
2025 Pledge Member
Join Date: Apr 2019
Real Name: Dustin
Location: A, TX
Posts: 1,713
|
oof
|
17 September 2020, 11:22 PM | #4670 | |
"TRF" Member
Join Date: Jun 2020
Real Name: VSK
Location: USA
Watch: Rolex, Omega
Posts: 159
|
Quote:
|
|
18 September 2020, 01:17 AM | #4671 |
"TRF" Member
Join Date: Jan 2019
Location: North America
Posts: 2,368
|
Just watched the interview with their CEO this morning. Impressive pipeline over the next 1-3 months for COVID, and impressive over the next year for their other disease targets. We’ll see what the data shows.
|
18 September 2020, 02:15 AM | #4672 |
"TRF" Member
Join Date: Aug 2010
Location: NorCal
Watch: Yes!
Posts: 6,571
|
Added to GOOGL, FB, SQ and AMZN.
Still have a bit more to deploy, should we squeeze down some more tomorrow.
__________________
|
18 September 2020, 03:31 AM | #4673 |
"TRF" Member
Join Date: Aug 2010
Location: NorCal
Watch: Yes!
Posts: 6,571
|
https://www.cnbc.com/2020/09/17/opti...te-stocks.html
Options expiration Friday...could be another volatile ride tomorrow.
__________________
|
18 September 2020, 03:37 AM | #4674 |
"TRF" Member
Join Date: Nov 2019
Location: USA
Posts: 720
|
“Revised term sheet” bringing some hope that Tiktok saga may finally come to a favorable end.
https://www.google.com/amp/s/www.bus...p-2020-9%3famp https://www.bloomberg.com/news/artic...erms-on-tiktok Sent from my iPhone using Tapatalk |
18 September 2020, 03:39 AM | #4675 |
"TRF" Member
Join Date: Sep 2020
Location: United States
Posts: 103
|
Does anyone know if apple was planning on releasing their 5G ready phone this year?
|
18 September 2020, 03:44 AM | #4676 |
"TRF" Member
Join Date: Jun 2009
Real Name: Brian
Location: Northern Virginia
Watch: One of Not Many
Posts: 17,892
|
There has been no announcement as yet
__________________
IWC Portugieser 7 Day, Omega Seamaster SMP300m, Vacheron Constantin Traditionnelle Complete Calendar, Glashutte PanoInverse, Glashutte SeaQ Panorama Date, Omega Aqua Terra 150, Omega CK 859, Omega Speedmaster 3861 Moonwatch, Breitling Superocean Steelfish, JLC Atmos Transparent Clock |
18 September 2020, 03:55 AM | #4677 |
2025 Pledge Member
Join Date: Apr 2019
Real Name: Dustin
Location: A, TX
Posts: 1,713
|
|
18 September 2020, 04:02 AM | #4678 |
"TRF" Member
Join Date: Aug 2010
Location: NorCal
Watch: Yes!
Posts: 6,571
|
__________________
|
18 September 2020, 04:45 AM | #4679 | |
"TRF" Member
Join Date: May 2013
Real Name: Nick
Location: Las Vegas
Watch: 1601
Posts: 10,644
|
Talking Stocks 2.0
Quote:
Reentered at $9-$10. They don’t have an actual product yet but I think they were definitely oversold. Looking forward to the peer reviewed publication regardless of the financial implications. I think VGX-3100 will be more significant in making or breaking the company rather than INO-4800 |
|
18 September 2020, 06:03 AM | #4680 |
"TRF" Member
Join Date: Aug 2010
Location: NorCal
Watch: Yes!
Posts: 6,571
|
Not upset about that close today, considering how the day was going / where we started.
__________________
|
Currently Active Users Viewing This Thread: 4 (0 members and 4 guests) | |
|
|
*Banners
Of The Month*
This space is provided to horological resources.