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LLCoolJD posted:NTDOY was my best pick of 2017. Normally, I would feel a bit uneasy about an OTC video game stock being my winner, but next to this hyper speculative crypto stuff I feel positively conservative. Same. I bought a bunch because at the time it didn't seem to me like the stock had really priced in the amount of revenue that gacha games like Fire Emblem were capable of, and then the Switch released, was amazing, and sold 10 million units. Lucky..!
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# ¿ Dec 14, 2017 05:37 |
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# ¿ Apr 24, 2024 18:37 |
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jvick posted:You mean we should diversify the thread? I agree. What shall we discuss? A&W! Not the terrible American one, but the excellent Canadian one. A&W is the second largest quick-service hamburger restaurant chain in Canada and has 861 restaurants. On a whim I bought a small amount of shares mostly on the basis that it seemed that A&W had been opening up a lot of new restaurants recently, including 24/7 ones, and due to A&W's higher quality food, they'd slowly replaced McDonalds as my goto "drunken regretful post bar food." Surely that meant something. So far this investment has... not paid off. But seriously they're mostly based in Western Canada, and are just getting started in seriously expanding out East and into Quebec so there's lots of room to grow. It seems like the sort of business that at one point could be an appealing acquisition for a larger holding company.
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# ¿ Jan 9, 2018 21:51 |
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Accretionist posted:$GOON: Another position in this area for $GOON could be: quote:
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# ¿ Jan 9, 2018 21:58 |
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Aramis posted:Asuming you are talking about TSE: AW.UN, then that's an income fund (which is giving a 4.5/5% yield paid monthly), so the share price stagnating is kind of to be expected by nature, really. Yeah I was aware that AW.UN was an income fund. It's not actually A&W Food Services, which is a private company (Boston Pizza and the Keg stocks are organized the same way. Common in franchise food businesses?). I frankly don't know much about income funds. Could you speak to why the share price stagnating is "kind of to be expected by nature?" I understand that AW.UN and A&W the food business aren't the same thing, though there is a relationship by which as A&W expands and makes more sales, AW.UN gets more revenue. quote:The source of income for the A&W Revenue Royalties Income Fund (the Fund) is through its ownership in A&W Trade Marks Inc. (Trade Marks) which is the sole general partner in A&W Trade Marks Limited Partnership (the Partnership). The Partnership owns the A&W trade-marks and licences these trade-marks to A&W Food Services of Canada Inc. (A&W Food Services) for use in operating and franchising A&W restaurants. In return, A&W Food Services pays the Partnership a top-line royalty of 3% of sales from A&W restaurants in the Royalty Pool. I wonder what happens if some giant holding company wanted to buy A&W. Would they buy out AW.UN as well? Or would it just be status quo? Femtosecond fucked around with this message at 02:21 on Jan 10, 2018 |
# ¿ Jan 10, 2018 02:19 |
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Aramis posted:Edit: Concretely, that means that the value of the shares of the fund will tend to stabilize around whatever price makes it so the dividend yield matches what is expected by investors (around 4.5% right now). Right that makes sense. That's about what I thought you were going to say. So as A&W adds more stores and expectations of revenue are increased one would likely see the value of shares increase a bit, but not so much that the dividend yield changes significantly.
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# ¿ Jan 10, 2018 04:14 |
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I saw another article somewhere stating that Bolts had now outsold Tesla Model X's for the year. Long GM ?
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# ¿ Jan 12, 2018 07:21 |
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Not great timing on the wrap around advertising on one of Canada's national newspapers this morning. https://twitter.com/CBCStephenQuinn/status/953660110416433152
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# ¿ Jan 17, 2018 17:50 |
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LLCoolJD posted:I'm out of NTDOY after another nice gain. Earnings are at the end of the month, but the recent surge from the DIY cardboard accessories they've announced seems overdone. If it dips down before earnings I may buy some again. Nintendo's new cardboard Labo product looks amazingly great and is imo another reason to go long on NTDOY. The compelling thing to me is the potential for the product series to open up new markets and retail partnerships for the company. With the slogan "Make, Play, Discover" it's clear that Nintendo is positioning this beyond a simple neato game peripheral gimmick, but also a sort of educational experience that fits with the educational STEM toy market. This will get their foot in the door into all sorts of new retailers and new households. Additionally the margins have got to be amazing. While the competition is investing in VR and other expensive new tech, Nintendo is combining small indie tier games with cardboard and pricing the combined package at a premium.
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# ¿ Jan 18, 2018 18:01 |
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https://twitter.com/serkantoto/status/955651548779982850 Neat!
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# ¿ Jan 23, 2018 06:15 |
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Insanely great (somewhat expected) Nintendo results. The recent polygon article about how Microsoft is desperate for exclusive Xbox games and has considered buying EA seems to be fueling a big rally in games across the board. TTWO is up 6% at the moment.
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# ¿ Jan 31, 2018 18:08 |
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greasyhands posted:TTWO is crazy expensive right now, so it would make sense given MSFT's history if they bought them out. Considering that FIFA and Madden’s licenses don’t allow those products to be console exclusive, EA doesn’t seem like a good buy to me if the point is to have a killer internal, exclusive studio. TTWO does make much more sense.
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# ¿ Jan 31, 2018 18:24 |
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greasyhands posted:They tried to buy TTWO 5-ish years ago around $27/share and TTWO rebuffed them. Oh lol I didn’t know that. Ouch.
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# ¿ Jan 31, 2018 18:31 |
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Not a Children posted:Don't underestimate the combined power of nerd power fantasies and investor storytime Speaking of nerd fantasies, what impact will Musk dating Grimes have on the stock?
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# ¿ May 8, 2018 03:39 |
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lol I still have AMD. I stopped paying attention to it. Oh god what do I do now. Also Nintendo up 5.87% on a new Pokemon game for Fall that is probably going to sell stupid amounts of Switches.
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# ¿ May 30, 2018 17:35 |
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My tech stocks + Nintendo portfolio is doing so well this last month that it's making me feel reckless. Time to buy Canadian weedstocks on margin.
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# ¿ May 30, 2018 17:38 |
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greasyhands posted:Goldman vomited out a $490 price target on NFLX today and forecast free cash flow of $500/mil by 2022. I would LOVE to see the math they are using to justify this. I have not seen a valuation so out of whack with cash flow potential since the dot com days. Net Neutrality has been repealed, and the repeal looks to stay. Every other 'old school' content provider is rapidly working to team up with a distributor (i.e. an ISP)- NFLX's delivery costs stand to go up significantly and unless they do something fairly radical, their margins are going to be even thinner than they already are. Well on the plus side for Netflix, with net neutrality dead and costs of delivery sure to rise, the moat for rich, established players such as them has widened and their chances of being usurped by a nimble newcomer are near zero.
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# ¿ Jun 14, 2018 03:48 |
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LLCoolJD posted:NTDOY is dipping to the low $40s on an uninspring 2018 release schedule I thought the Switch printed money, but then again no new AAA games until the Christmas season (Pokemon and Smash Brothers). Throw in some more stopgap Wii U ports, boys! Still, I think it's a good buy. I assume the bleeding stops soon. Nintendo dropping makes no sense. Nothing substantial has changed. Still a buy and hold imo.
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# ¿ Jun 15, 2018 20:21 |
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lol more Trump says he's seeking more anti-china tariffs. Great. I wonder at what point this really starts to filter down to consumer goods and what would be affected the most. Maybe this will kill the drop shopping industry and SHOP lol.
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# ¿ Jun 19, 2018 15:26 |
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LLCoolJD posted:Same, but NTDOY. I should've ridden the CGC train with my fun money for longer. I also feel NTDOY should be trending more toward where the stock was during the height of the Wii fad... :\ Especially since NTDOY not only has a hot console on their hands, but a brand new, super profitable revenue stream with Mobile games.
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# ¿ Jun 21, 2018 06:44 |
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SHOP + weed! quote:Shopify to provide e-commerce platform for online B.C. cannabis sales
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# ¿ Jun 28, 2018 05:13 |
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Seems like a lot of people are looking at this as an opportunity to buy NFLX
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# ¿ Jul 17, 2018 17:13 |
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LLCoolJD posted:https://www.bloomberg.com/news/articles/2018-07-30/sac-alum-plotkin-makes-a-massive-short-bet-against-nintendo Came in here to post this. I don't know how one can make such a bold bet without some sort of inside knowledge. Anyway Nintendo results come out after close tomorrow which should be interesting.
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# ¿ Jul 31, 2018 03:38 |
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Nintendo Switch software sales are up 120% YoY why is this stock being shorted so hard lol. Stock is up 6.5% in JPN.
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# ¿ Aug 1, 2018 06:21 |
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Hedge Fund Manager Plotkin Takes a Hit as Nintendo Stock Surges
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# ¿ Aug 1, 2018 16:40 |
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roadhead posted:*sometime in the recent past* I bought in at ~$12. Should I sell half and let it ride to the moon? I haven't been paying attention to AMD at all to my fortunate benefit. Meanwhile Canopy growth goes to the moon while the two weed stocks I own, SNN and ACB, do little and I've still lost money on them having bought too high.
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# ¿ Sep 8, 2018 03:54 |
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I've been trading for years and years but never felt the need to touch options. I saw the post a few pages back describing the best books about options trading and I've placed a hold on one at my local library. While I'm waiting for that though I'm eager to dip my toe in just a little bit. I have no idea what I'm doing so this should be fun.
Femtosecond fucked around with this message at 04:13 on Oct 1, 2018 |
# ¿ Oct 1, 2018 04:03 |
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greasyhands posted:I cannot imagine a better way to lose all your money than checking a book about derivatives out of the motherfucking library, especially one you placed a hold on and have to wait for other people to finish reading...... even going long HMNY after reading and understanding the 10Q Sweet. Will provide updates.
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# ¿ Oct 1, 2018 16:05 |
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Kal Torak posted:For those waiting on an entry for SQ, here's your chance. Down 10% during the day and then another 11% after hours as CFO exits. Beyond that whoa this stock has really dived beyond its high. I haven't been following this at all. What's the deal here?
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# ¿ Oct 15, 2018 17:09 |
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Im gonna attribute the bump to the fact that Dune is on Netflix now.
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# ¿ Oct 17, 2018 03:55 |
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The big spread on that deal is kinda funny. I don't immediately see the risk in the deal collapsing. The last few days of downturn a factor perhaps?
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# ¿ Oct 29, 2018 17:28 |
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LLCoolJD posted:Jesus, ATVI. NTDOY bagholders like myself now have some brothers. Both still seem like good long holds. ATVI is probably worth picking up at some point due to this huge drop. Destiny may be weak but the latest CoD appears to be quite popular on twitch (already moreso than Red Dead), which is a positive metric of game engagement.
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# ¿ Nov 10, 2018 20:48 |
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spf3million posted:Great points, my question is how much LNG export capacity is expected to come online in the next few years relative to the size of the US NG market? Not US, but BC has approved two LNG terminals to export their natural gas holdings. They could expand more, but if the government brings in the strict carbon taxes and ceiling they're proposing then there's no way they can add anymore than that unless new terminals are powered by electricity, which is a relatively new tech. https://outline.com/bLuR2U
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# ¿ Nov 14, 2018 01:45 |
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greasyhands posted:The quote about iphone upgrades not being as strong as expected in all markets *is* directly from the letter. You guys are buying the spin imho.... people aren't indiscriminately buying $1000 phones and theyre trying to spin it as China and 'but all this other poo poo is up 19%!. Well, that's great and all but iphone is like 60% of revenue. Anyways, not the end of the world but very concerning going forward for Apple. I already feel like they are way behind in living room stuff and Siri sucks dick compared to alexa or google assistant, and yeah... I'm not buying AAPL anytime soon. I would assume 80+% of Apple's revenue is ancillary to iphone and will trail any kind of consumer migration away from iphone... its really a terrifying company and iphone 'stickiness', as I've said a million times before, is way more fragile than people want to admit. Part of this strikes me as "welp we made our phones too expensive" but it also does raise concerns to me whether the economy in China is really, actually, for real this time, going to take a dump. Just the other day I read that 1 in 5 homes in China are vacant and you have this glut and price drops resulting in buyers attacking developer store fronts. Now this. Yikes? I do think Apple has the capacity to de-emphasize away from ultra premium offerings in order to maintain their platform though I do also share your concerns about the living room stuff. Services may be a positive growth area for Apple, but their competition is aggressively putting out cheap as gently caress hardware that gets people into their ecosystem. This holiday I was seeing C$39.99 Google Homes in the impulse buy section. Apple could do a lot more to make it easier for people to go all in on Apple services.
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# ¿ Jan 3, 2019 05:01 |
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I was just thinking last night like years ago when I was getting into running I bought an iPod Nano 6th gen and I'm pretty drat sure I only paid like C$140 - C$170. Like can you even get any Apple product for that price any more? If you're a runner their only comparable product at this point is like the watch + bluetooth headphones.
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# ¿ Jan 3, 2019 18:53 |
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hostile apostle posted:TSLA looks to me like its entering into the death spiral. Sentiment is finally turning and the company is undertaking very aggressive measures to save cash, today also announcing production cuts to the S and X. With likely just $3B on the books at the end of Q4 - they'll probably be sub $2B or even $1B by end of quarter with the debt due in Q1 and depending on how bad sales are. No way they can make it the whole year with that amount of cash. I don't think a bankruptcy is out of the question. Yeah so much news now pointing to a significant lowering of growth prospects for Tesla and you have to imagine the stock price is going to reflect that. Dipping my toe in the options water a while ago I bought some $300 March 15 puts which are now up 50%. As a total stupid baby that knows near nothing about options, what do I do now if I think TSLA is gonna continue to sink? Buy ~$250 puts for a few months later timeline and sell these $300s as the deadline approaches? If the stock prices continues to drop continue doing that cycle?
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# ¿ Jan 24, 2019 21:27 |
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Weirdly Shopify is one of the stocks that has held its value pretty well over the last few months. I'm thinking of selling a big chunk of my holdings in that and going 'bargain hunting' buying some Apple instead. Looks like Shopify's earnings are on Feb 12 so I might as well wait and see if there's a run up and maybe hedge my bets by selling only part before and part after. On the plus side for holding onto Shopify is that they're handling the weed stores for several Canadian provinces and many producers so there's a funny weed connection there lol. On the downside is those persistent concerns that there's a 'bubble economy' with regard to drop shipping stores etc. What do people think on Shopify?
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# ¿ Jan 30, 2019 05:08 |
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TSLA CFO quits, stock still fine. wtf lmao
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# ¿ Jan 31, 2019 18:00 |
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quote:Shopify eclipses CGI Group as Canada’s top tech company Still on the fence about holding onto my shares or selling and buying some other tech companies whose prices have taken a dive in the last few months. Earnings on Feb 12. At the moment thinking of selling half at least.
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# ¿ Feb 4, 2019 18:15 |
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quote:Messaging Platform Slack Says It's Filed to Go Public
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# ¿ Feb 4, 2019 20:07 |
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# ¿ Apr 24, 2024 18:37 |
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GoGoGadgetChris posted:Seeing how absolute garbage Business Skype is (and getting worse) I can see corporate Slack skyrocket in usage in the next 5 years. Doesn't Microsoft have some new Slack competitor in addition to Business Skype too? I don't use Microsoft stuff at work so I have no idea.
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# ¿ Feb 4, 2019 20:39 |