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Stock Thread (29 Viewers)

Bob Sacamano said:
My understanding is they don't use it internally. They essentially identified it as unapproved software on some employee computers and notified those employees it would stop functioning on their work computers (i.e., If you're going to take your work laptop home for personal use, at least don't compromise our network security with a competitor's unsecure product. Access it via a browser like a good little minion.)
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The announcement is to try and keep the security issues for Zoom in the news. They basically went public with their policy because Zoom is a competitor.

It absolutely makes them look bad if their employees are using Zoom. I don't see how it doesn't. Would it look bad for Coca-Cola to have to tell their employees not to drink Pepsi? I've been to their offices and have had Pepsi as a client, it's so well known that no employee would ever use a competitors product. Do you think a single employee at Google has Bing as their home page? Do you think any employee at Microsoft uses Slack instead of Teams? I'm assuming it's a marketing ploy, but if not, it does look bad. Either they haven't pushed out their own products to all their employees or their products aren't as good. I've had to use their meeting application and it's not.

 
stbugs said:
The announcement is to try and keep the security issues for Zoom in the news. They basically went public with their policy because Zoom is a competitor.

It absolutely makes them look bad if their employees are using Zoom. I don't see how it doesn't. Would it look bad for Coca-Cola to have to tell their employees not to drink Pepsi? I've been to their offices and have had Pepsi as a client, it's so well known that no employee would ever use a competitors product. Do you think a single employee at Google has Bing as their home page? Do you think any employee at Microsoft uses Slack instead of Teams? I'm assuming it's a marketing ploy, but if not, it does look bad. Either they haven't pushed out their own products to all their employees or their products aren't as good. I've had to use their meeting application and it's not.
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We're probably beating this one to death but there is at least one valid reason why some Google employees may be legitimately using Zoom.   Google acquires enough companies that these companies come over with their own vendors in place and it take a while to migrate from one product to another.  

Either way, I think we all agree that this headline overstates a non issue because it was likely a real fringe number using Zoom in the first place.

 
I figured the market jumped at least partially today because Bernie went out. 

 
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I mean are people valuing ZM on any fundamentals at this point? Feel like this is the point when you fade these coronavirus stocks like PTON? Although guess you were supposed to fade ZM at $150.

Yeah, this will accelerate virtual working and what not but how much pricing power do they have? I haven't paid a dime to use it in various functions. Have a feeling the stickiness of some of these subscriptions won't be very high. Could be a long-term winner, just seems priced to perfection at this point. Especially when the market on the whole has been more suspicious of these growth stories. 

 
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stbugs said:
The announcement is to try and keep the security issues for Zoom in the news. They basically went public with their policy because Zoom is a competitor.

It absolutely makes them look bad if their employees are using Zoom. I don't see how it doesn't. Would it look bad for Coca-Cola to have to tell their employees not to drink Pepsi? I've been to their offices and have had Pepsi as a client, it's so well known that no employee would ever use a competitors product. Do you think a single employee at Google has Bing as their home page? Do you think any employee at Microsoft uses Slack instead of Teams? I'm assuming it's a marketing ploy, but if not, it does look bad. Either they haven't pushed out their own products to all their employees or their products aren't as good. I've had to use their meeting application and it's not.
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I think you're taking it WAY more seriously than Sundar. 

 
FSMAX and FXAIX both paid normal dividends and LTCG today. VZ goes ex-div today at same price. The shoe has to drop soon, but hasn’t yet.

 
Opec meeting starts at 10:00;am eastern time. Let's see what happens when they make the decision. I think they cut production and the market rockets higher. Why? Because I believe the Saudis took advantage of this meltdown to crush the market whole shorting it and flipping long near the bottom. Legal stealing For them.

 
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Bob Sacamano said:
I think you're taking it WAY more seriously than Sundar. 
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Probably, but when Google PR folks are being interviewed I recognize what it is. If people don’t think Google pushes their culture to every corner of their organization then they may not have worked with large companies. I remember how we had to switch out the soda in our office fridges when working with those guys. I’ve also use the Google video conferencing and it truly is the worst of anything I’ve used.

 
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sporthenry said:
I mean are people valuing ZM on any fundamentals at this point? Feel like this is the point when you fade these coronavirus stocks like PTON? Although guess you were supposed to fade ZM at $150.

Yeah, this will accelerate virtual working and what not but how much pricing power do they have? I haven't paid a dime to use it in various functions. Have a feeling the stickiness of some of these subscriptions won't be very high. Could be a long-term winner, just seems priced to perfection at this point. Especially when the market on the whole has been more suspicious of these growth stories. 
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Agreed. Talking to some finance buddies using it last night and although the privacy concerns maybe nothing and it may be sticky and it may start seeing more paying users, that's a lot of "maybes" and those are all more than priced into the stock right now. 

 
lod001 said:
Opec meeting starts at 10:00;am eastern time. Let's see what happens when they make the decision. I think they cut production and the market rockets higher. Why? Because I believe the Saudis took advantage of this meltdown to crush the market whole shorting it and flipping long near the bottom. Legal stealing For them.
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You’re probably right. You know that they knew they were going to invest in CCL and others when they were doing that.

 
chet said:
Unbelievably positive patient results for CYDY announced this am.  Stock is rising in Germany.

PR1

PR2
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IF this drug does in fact stop/reverse the horrible lung inflammation in this disease, it will hugely reduce mortality and indeed turn COVID into #justaflubro 

 
ConstruxBoy said:
Agreed. Talking to some finance buddies using it last night and although the privacy concerns maybe nothing and it may be sticky and it may start seeing more paying users, that's a lot of "maybes" and those are all more than priced into the stock right now. 
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I agree. I bought in the 60s so I’m just happy with it regardless. That said, the stock was at 100 last summer so the current price isn’t outlandish. Even with the maybes, I think we can all agree that the addressable market has fundamentally improved regardless. There will be more people working from home and there will be more money spent on video conferencing. How much of an increase they will see is unknown, but the entire market got bigger.

 
lod001 said:
Opec meeting starts at 10:00;am eastern time. Let's see what happens when they make the decision. I think they cut production and the market rockets higher. Why? Because I believe the Saudis took advantage of this meltdown to crush the market whole shorting it and flipping long near the bottom. Legal stealing For them.
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Well you know they’re cutting since they’re buying other energy companies which seems even more unethical. I do wonder if stuff comes out, if there will be any ramifications for them? Seems like a lot of bad actors during this time that could be punished economically. 
 

https://www.google.com/amp/s/www.wsj.com/amp/articles/saudis-take-big-stakes-european-oil-companies-11586382353

 
sporthenry said:
It seems so. At best, I don't really know how you get excited to jump in and you get sideways trading. I mean, the S&P correction in late 2018 was down more than the S&P is now. Not necessarily apples to apples since that was peak to trough in 2018 vs the 34% we just saw. But all it took to send stocks off 20% was the threat of a trade war and the Fed threatening to raise rates twice in 2019. Suppose its tough to compare market's irrational movements since obviously we rallied pretty hard in 2019. But what the market is facing is unprecedented and 19% off historical highs doesn't seem appropriate. That said, $2T in stimulus with the promise of more is unprecedented. We did what ~$800mn+ for the financial crisis where the financial world was on edge so I think the magnitude of the stimulus was perhaps underestimated by myself and bears in general. 
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Yep. There are just so many external factors at play that it's impossible to have much confidence about where things are headed. I do quite a bit of research (both macro and micro) and normally have a pretty high degree of confidence but I've never been so unsure, literally going back and forth on an hourly basis at times.

I mean, we just set yet another record for jobless claims, but that was one-upped by another "bazooka" from the Fed.

Truly unprecedented, so all comparisons to past market behavior are pretty moot- it might end up looking like a prior period, but that would be a coincidence if it happens IMO.

 
[icon] said:
IF this drug does in fact stop/reverse the horrible lung inflammation in this disease, it will hugely reduce mortality and indeed turn COVID into #justaflubro 
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That's what the early results show and yet Pfizer gets front page coverage on the WSJ for an experimental drug that may be used on patients OVER THE SUMMER.

Nearly 2,000 people died in the US yesterday and this story needs to get out.  Somehow Boris Johnson found out that it's effective although I don't know whether he was administered the drug.  

 
Unemployment claims were in-line with expectations.

$2.3 trillion pumped in by the fed this morning have a lot more to do with stock market going green this morning.

I'd really love to hear where we intend on coming up with this made up money.  By my rough estimations we are already at over $5 trillion in made up money and this thing has only been going on for about 6 weeks so far.

 
guru_007 said:
Unemployment claims were in-line with expectations.

$2.3 trillion pumped in by the fed this morning have a lot more to do with stock market going green this morning.

I'd really love to hear where we intend on coming up with this made up money.  By my rough estimations we are already at over $5 trillion in made up money and this thing has only been going on for about 6 weeks so far.
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Free wagyu bull for everyone!  Doesn't matter what bad news there is.  Fed is buying a bull market.

 
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SayWhat? said:
Guess I shouldn’t have gone short yesterday and bet against how much money the Fed will keep pumping into the game?  🤷🏼‍♂️
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I’m starting to regret keeping a lot of cash on the sidelines. If the Fed is going to dump trillions in,  it would be nice to ride the wave up.

 
chet said:
That's what the early results show and yet Pfizer gets front page coverage on the WSJ for an experimental drug that may be used on patients OVER THE SUMMER.

Nearly 2,000 people died in the US yesterday and this story needs to get out.  Somehow Boris Johnson found out that it's effective although I don't know whether he was administered the drug.  
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Noticed this last night on the evening news as well.  Not Pfizer but some other drug that may be used in the coming months.  This is what gets air time.  Just an indication that $ talks. The larger companies can buy their way into our TV sets buy manipulating what gets on the news.  Meanwhile, other drugs are effective now but unless they have the ability to squeeze into a nationally aired spot, the masses don't know anything about them.  They know that the malaria pill may work because the WH keeps talking about it. 

 
guru_007 said:
Unemployment claims were in-line with expectations.

$2.3 trillion pumped in by the fed this morning have a lot more to do with stock market going green this morning.

I'd really love to hear where we intend on coming up with this made up money.  By my rough estimations we are already at over $5 trillion in made up money and this thing has only been going on for about 6 weeks so far.
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Guess we're just doing MMT now. Just add another wobbly level to the house of cards. One day we'll pay for this and the pain will just be worse. But as long as the rest of the world allows us to print dollars. 

Also lol at the Fed's Main Street program: The Main Street Lending Program will enhance support for small and mid-sized businesses that were in good financial standing before the crisis by offering 4-year loans to companies employing up to 10,000 workers or with revenues of less than $2.5 billion.

Revenues of less than $2.5bn is likely to allow most PE investments to qualify. No idea what 'good financial standing' means but if the same banks which lend to them and generate fees from them get to determine it, I have a idea they'll qualify. 

 
Al Czervik said:
They really need to just start calling it Pro-140 in all the interviews and PR releases.  Our president probably has not mentioned it because he doesn't know how to pronounce Lebronlemade. didn't get the hot tip from chet and thus doesn't own any of these awesome shares to try to pump up the price of.
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fixed

 
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chet said:
That's what the early results show and yet Pfizer gets front page coverage on the WSJ for an experimental drug that may be used on patients OVER THE SUMMER.

Nearly 2,000 people died in the US yesterday and this story needs to get out.  Somehow Boris Johnson found out that it's effective although I don't know whether he was administered the drug.  
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And just like that, CYDY gets mentioned in the WSJ.

 
[icon] said:
Paywall 
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Small mention.

CytoDyn Inc., a Vancouver, Wash.-based biotech company, said 10 severely sick Covid-19 patients showed signs of recovering three days after being infused with its experimental HIV drug leronlimab, which may block the production of inflammatory cytokines. Three of the patients were taken off ventilators, including two who have since been discharged from care, according to CytoDyn. 

The company is studying its drug in a trial for patients with mild-to-moderate symptoms and expects to start one for severely sick patients.
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