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Stock Thread (12 Viewers)

Desert_Power said:
Unless you get in a battleground stock early, the winning move seems to not play.
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But if those who are late to go long end up losing then surely there is opportunity on the other side?  My broker is showing 21% of the AMC float short and they are charging interest at 6.5%.  It will likely go up as the stock climbs.  I put in a short order at $19.87 and may sell some puts if that executes. 

 
NajehHejan said:
I was gonna give really good stonks advice.........but then I got high

Sorry for the boring ask, but does anyone have a recommendation on a nice 4-5% dividend stock with nice growth potential as well? Trying to rebalance some stuff here, need some safety with swoon capability.
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A dividend yield that high doesn't really signal growth to me. UWMC will be mentioned as many here believe they are undervalued.  Generally growth dividend stocks are going to offer lower initial yield, but greater capital growth through time. I think of things like BEP, COST, or AMT in that bucket.

 
Caveman33 said:
The broker ended up rejecting my short request.  When this has happened in the past, the short turned out very profitable...they are only lending shares to their preferred clients I suppose.
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I’m all for the risks but man to hell with messing with this. 

 
Capella said:
I’m all for the risks but man to hell with messing with this. 
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No kidding. I know for a fact that buying AMC at these prices is a losing game long term but no chance I’d risk the insanity. You couldn’t pay me to buy the stock of a losing money, declining revenue, huge competition, overloaded with debt so high that interest payments dwarf years ago peak cash flow that’s currently negative right now meme stock that’s truly in trouble fundamentally. You also couldn’t pay me to bet against a horde of people who don’t care whether the company is worth what they are paying.

 
Nigel said:
I hope there's room on the bus for FLGT
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It was trading at $18 one year ago.

I know some people got swept up and bought into when it inexplicably ran up to $170 and that sucks, but last year was abnormal. It’s been an incredible performer. It’s also stupid cheap and will be fine long term, but I think people need to reset their expectations after last year. That wasn’t normal. If you jumped in at $130 or more it’ll get there, but not in a week or even a few months.

 
urbanhack said:
and NNOX

and .....

how many can i add?  lol
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This one is different. CEO and company haven’t performed so they need a catalyst. That’s different than all of the growth companies that exceeded expectations but got indiscriminately hammered. Follow the company, not the stock (unless you’re just trading)

 
McBokonon said:
It was trading at $18 one year ago.

I know some people got swept up and bought into when it inexplicably ran up to $170 and that sucks, but last year was abnormal. It’s been an incredible performer. It’s also stupid cheap and will be fine long term,
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I'd think there would be shoppers sniffing around. I can issue stock to buy growth AND $1B in cash for a couple bil? Sign me up.

 
Desert_Power said:
A dividend yield that high doesn't really signal growth to me. UWMC will be mentioned as many here believe they are undervalued.  Generally growth dividend stocks are going to offer lower initial yield, but greater capital growth through time. I think of things like BEP, COST, or AMT in that bucket.
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True, but my NLY had done great lately and that dividend is way bigger.  So you never know.

What I'm personally going for out of UWMC is reasonable stock performance and decent dividend growth. At this yield range you don't need much more.

BTW NLY is a bit high right now.  I would buy.  And if anyone recommends T someone please kneecap them.   :ninja:

 
What's AMZN really getting out of this MGM deal? Is this about the studios? 'Cause when the headlines of the acquisition are Bond movies and Shark Tank, consider me underwhelmed.

 
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Reactions: JAA
Bob Sacamano said:
What's AMZN really getting out of this MGM deal? Is this about the studios? 'Cause when the headlines of the acquisition are Bond movies and Shark Tank, consider me underwhelmed.
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I haven't heard a single pundit in favor of the deal so it's probably a great one. 

Of course it could be a vehicle for Bezos to remake Robocop starring himself. 

 
identikit said:
I think future content plays into this deal.

That's the driver, IMO.

Plus Craig's Casino Royale.  Can never get enough of that Bond film.
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It’s all about content, especially when the AT&T deal sucks up more. The price is 0.5% of Amazon’s market cap so it’s a tiny price to pay to try and expand Prime to be a real competitor to Netflix. I think the LOTR and that other big series could be huge drivers so they want to make sure they’ve got more behind the shows. I don’t know if Epix adds much but IMDB is a cool app with a ton of movies and that’s part of Prime.

 
Bob Sacamano said:
What's AMZN really getting out of this MGM deal? Is this about the studios? 'Cause when the headlines of the acquisition are Bond movies and Shark Tank, consider me underwhelmed.
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A lot of mismanaged Intellectual Property they can leverage/reboot/remake, one of MGM’s biggest issues has been their debt and dealing with bankruptcy from not that long ago. They’ve also been shopping themselves for a few years and some projects have languished until a buyer was found. Amazon is probably mainly interested in a pretty large tv catalog/studio that made recent hits like Vikings, Fargo, Handmaids Tale, etc.

A new Stargate tv franchise would be exciting for example, at one point it rivaled Star Trek and other big sci-fi franchises. Or imagine Robocop rebooted with actual writing and modern FX with Amazon’s $$$ behind it (let’s just forget about the 2014 remake.)

 
stbugs said:
It’s all about content, especially when the AT&T deal sucks up more. The price is 0.5% of Amazon’s market cap so it’s a tiny price to pay to try and expand Prime to be a real competitor to Netflix. I think the LOTR and that other big series could be huge drivers so they want to make sure they’ve got more behind the shows. I don’t know if Epix adds much but IMDB is a cool app with a ton of movies and that’s part of Prime.
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They should really fix the interface of their prime app. It sucks so much. 

 
Capella said:
They should really fix the interface of their prime app. It sucks so much. 
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Which one, phone or TV? If phone, I’ve only ever use Hulu for live. Just don’t travel long distance enough anymore. That said, I agree on the TV one. Could be loads better and I’d assume they are working on it. They don’t have the content breadth of the others yet. 

 
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stbugs said:
JAA said:
Sure.  Hence why I stated it as my opinion and not fact.  See what I did there?

For your concept in the second paragraph, please explain to me the difference in that point to Steam.  IMHO they are the same thing which already means its solved.  FWIW - I could sell my steam account as I do own the rights to log into it.
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Well, first Steam is for PC Games, right? Kind of like a PC console so how does Steam help you with XBox and PlayStation? That’s a big difference. Does GameStop sell games for PCs? Second, if you are talking about selling your account then you aren’t the target account, what you are talking about is borderline piracy in that no one like my sons is going to buy an account for each game.
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you win

:banned:

 
stbugs said:
Which one, phone or TV? If phone, I’ve only ever use Hulu for live. Just don’t travel long distance enough anymore. That said, I agree on the TV one. Could be loads better and I’d assume they are working on it. They don’t have the content breadth of the others yet. 
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Tv only for me. Haven’t used the phone one. If they want to get to Netflix’s level it has to be an easier app to use. 

 
Buckna said:
A lot of mismanaged Intellectual Property they can leverage/reboot/remake, one of MGM’s biggest issues has been their debt and dealing with bankruptcy from not that long ago. They’ve also been shopping themselves for a few years and some projects have languished until a buyer was found. Amazon is probably mainly interested in a pretty large tv catalog/studio that made recent hits like Vikings, Fargo, Handmaids Tale, etc.

A new Stargate tv franchise would be exciting for example, at one point it rivaled Star Trek and other big sci-fi franchises. Or imagine Robocop rebooted with actual writing and modern FX with Amazon’s $$$ behind it (let’s just forget about the 2014 remake.)
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Yep. Content is king. I'd assume there is also some cost savings in developing new content when you own a studio. Amazon has struggled making original movies and has bought their most successful releases, Manchester by the Sea and The Big Sick directly at Sundance. They paid $75 million for Borat 2 and $125 million for Coming to America 2. Buying single movies doesn't seem like a profitable way forward.

Another way to look at it is $8.5 B they paid for MGM is half of Netflix's content budget for this year.

 
Capella said:
Tv only for me. Haven’t used the phone one. If they want to get to Netflix’s level it has to be an easier app to use. 
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Don’t disagree at all. I’d assume that purchasing MGM is part of expanding that. I think Prime really started as a we want to have some decent original content to make the prime membership worth it and to make it stickier. I’d have to think that with some of the success they’ve had and some of the new projects that are underway including MGM that they have to improve the app. You’d think that the app wouldn’t really be a difficult proposition. You don’t have to change the show page/playing the video or even the preview part when you have a show selected, just the search/browsing part.

 
As for Hgen, it seems like the eua application announcement should be tomorrow. They are at some science nerd conference and they said it would be submitted by the end of the month. Seems to line up. 

 
stbugs said:
It’s all about content, especially when the AT&T deal sucks up more. The price is 0.5% of Amazon’s market cap so it’s a tiny price to pay to try and expand Prime to be a real competitor to Netflix. I think the LOTR and that other big series could be huge drivers so they want to make sure they’ve got more behind the shows. I don’t know if Epix adds much but IMDB is a cool app with a ton of movies and that’s part of Prime.
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Found this and tore through The Detectorists.  Hilarious show.

Anyway, there is a content war going on and anyone who has some is going to be snapped up by the big boys.  Not surprised at all.  The LOTR thing folds right in with the new Amazon series coming out (costing like 1B, crazy stuff!).

Anyway, evil is good - buy AMZN.  (Sorry, FrittersnFondue...)   :stirspot:

 
Sand said:
Found this and tore through The Detectorists.  Hilarious show.

Anyway, there is a content war going on and anyone who has some is going to be snapped up by the big boys.  Not surprised at all.  The LOTR thing folds right in with the new Amazon series coming out (costing like 1B, crazy stuff!).

Anyway, evil is good - buy AMZN.  (Sorry, FrittersnFondue...)   :stirspot:
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I’m not planning to sell any of my Amazon for a while. They’ve got a lot of really solid growing businesses/profit centers. I was reading about Prime taking a big step forward with the LOTRs stuff and Wheel of Time. I hadn’t ever heard/read of that but it’s got a big following. You’d think there would be a lot of potential crossover of fans.

 
stbugs said:
I’m not planning to sell any of my Amazon for a while. They’ve got a lot of really solid growing businesses/profit centers. I was reading about Prime taking a big step forward with the LOTRs stuff and Wheel of Time. I hadn’t ever heard/read of that but it’s got a big following. You’d think there would be a lot of potential crossover of fans.
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WoT should be awesome.

 
Sand said:
Found this and tore through The Detectorists.  Hilarious show.

Anyway, there is a content war going on and anyone who has some is going to be snapped up by the big boys.  Not surprised at all.  The LOTR thing folds right in with the new Amazon series coming out (costing like 1B, crazy stuff!).

Anyway, evil is good - buy AMZN.  (Sorry, FrittersnFondue...)   :stirspot:
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You're not doing this right.

 
stbugs said:
I’m not planning to sell any of my Amazon for a while. They’ve got a lot of really solid growing businesses/profit centers. I was reading about Prime taking a big step forward with the LOTRs stuff and Wheel of Time. I hadn’t ever heard/read of that but it’s got a big following. You’d think there would be a lot of potential crossover of fans.
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:thumbup:   Same here

 
2Squirrels1Nut said:
stbugs said:
I’m not planning to sell any of my Amazon for a while. They’ve got a lot of really solid growing businesses/profit centers. I was reading about Prime taking a big step forward with the LOTRs stuff and Wheel of Time. I hadn’t ever heard/read of that but it’s got a big following. You’d think there would be a lot of potential crossover of fans.
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:thumbup:   Same here
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:diamond: hands over here

 
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