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 USA Stock Discussion v5, Investment,Trader,Financial Ratios,HUAT?

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danmooncake
post Feb 11 2014, 02:25 AM

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QUOTE(Mercy Shadows @ Feb 11 2014, 01:55 AM)
When are the dates that one should look out for?
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Yellen scheduled to speak Tues and Thurs (US time). She's going to talk about outlook and monetary policy.

The big one (debt ceiling) is on Feb 27th. Last chance for bears to rampage this market. brows.gif
danmooncake
post Feb 11 2014, 10:06 PM

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QUOTE(Mercy Shadows @ Feb 11 2014, 08:06 PM)
Been away from U.S news for awhile,

Will there be a confirmation that there will be results on 27th Feb?
I think there was one time that there was no results during the last announcement which result in a government shutdown, was it?
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We don't know but most likely there will be a last minute deal.
danmooncake
post Feb 12 2014, 08:56 AM

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QUOTE(yok70 @ Feb 11 2014, 11:02 PM)
I prefer to watch Ben leh. He looks powerful and more star-like, watching him is like watching a movie star speaks. This Yellen hor....less attractive.  laugh.gif

So tapering intact, low interest rate intact. Market continues as it is = boring market.  biggrin.gif
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Don't care how Yellen looks... bull mode again.. BUY BUY BUY to make money. drool.gif

This post has been edited by danmooncake: Feb 12 2014, 08:57 AM
danmooncake
post Feb 12 2014, 12:23 PM

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QUOTE(mikehwy @ Feb 12 2014, 11:01 AM)
yes, the debt ceiling seems to be raised unconditionally !!! AWESOME !!!

from the internet : -

Like her predecessor, Ms. Yellen indicated the Fed plans to remain data dependent in its decision making and that measured tapering will continue unless economic data takes a turn for the worse. When asked about the impact of the disappointing jobs reports for December and January on the Fed's reaction function, Ms. Yellen said it would be premature to alter policy based on a limited sample size.

In other news from Washington, all signs pointed to the House of Representatives being ready to pass an unconditional bill to raise the debt ceiling, which likely contributed to the market's sunny disposition

As Dan said ... buy buy buy? dare not wor .... wait a bit la.
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The market rallied up to that 1819 (four days) in a row and broke thru 50ma. So, stay long on the bulls side.
Congrats to those who bought the dips (1740-1760).. now, enjoy your rips!

If you missed the dip, don't worry, it will come again. Just close your eyes and BUY this dips
if you get the chance again (uptrend still intact).



This post has been edited by danmooncake: Feb 12 2014, 12:28 PM
danmooncake
post Feb 13 2014, 10:09 PM

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QUOTE(yok70 @ Feb 12 2014, 04:20 PM)
congrats! 100% already?  laugh.gif
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FB is darn strong... any pullback will be bought immediately.
This one just stay long until the trend change.


danmooncake
post Feb 14 2014, 05:48 AM

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QUOTE(yok70 @ Feb 13 2014, 12:50 AM)
sell on news, love it!  icon_idea.gif
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Did you buy the dip at open? I did, added more. It's working.
Don't short until we get to new highs. laugh.gif
danmooncake
post Feb 15 2014, 03:27 AM

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QUOTE(yok70 @ Feb 14 2014, 02:05 PM)
only added some Apple last week at 505 range. I kiasi, so wait for a deeper dip to buy more.  laugh.gif 
you are looking at new high? that's good to know.  brows.gif
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I think that's what's going to happen. After new high, the market will look for a "reason" to sell or to turn bear.
It can be anything. Then, the crowd will follow and financial news will say "oh it is because of this...." uncertainty.

Hold your bullets and trim your position as it moves towards resistance (1850). Locked in some profits. laugh.gif


danmooncake
post Feb 18 2014, 10:19 PM

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QUOTE(netmask8 @ Feb 16 2014, 11:09 PM)
Debt Ceiling Limit issue is off the table till March 2015, as the new legislation came in force.  rclxm9.gif
IMHO Add more portfolios should there be any good discount and QE will be continue till Q2 2015.
Near zero interest rate will be continued for long period... Monday market is off for President's day.
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All right man, four days trading week tonight. Still up... but I'll be cautious here. nod.gif
danmooncake
post Feb 19 2014, 04:09 AM

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QUOTE(yok70 @ Feb 19 2014, 03:45 AM)
all time high region, quite scary.  sweat.gif
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Just tip toe here... make sure stops in place. sweat.gif


danmooncake
post Feb 19 2014, 11:55 PM

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QUOTE(mikehwy @ Feb 19 2014, 11:37 PM)
dows futures had been low to flat the whole afternoon prior to the opening bell, probably awaiting the fed minutes. an hour into the open things are quite green, except my twtr. yeak.
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SP500 back to high again, locked in some of my gains and waiting here a bit with some to trail.

If I get stop out, that's ok.
Now, maybe the bears will come out and play. brows.gif




danmooncake
post Feb 20 2014, 01:32 AM

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QUOTE(mikehwy @ Feb 20 2014, 12:07 AM)
bears are trying but it seems the 30-day inverted head and shoulders is stronger, maybe attempting to hit 16.4k again? don play play ... scared le
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It could be... not shorting yet. The trend is still up but the market may come up with horror stories overnight. brows.gif

This post has been edited by danmooncake: Feb 20 2014, 01:32 AM
danmooncake
post Feb 20 2014, 03:42 AM

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QUOTE(yok70 @ Feb 20 2014, 02:04 AM)
FB bull is really strong! Everyone down he still hard stick up.  tongue.gif
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FB indeed the strongest of all the social media stocks... TWTR, GRPN, LNKD (all taken a hard beating).
Just buy FB on pull backs.
danmooncake
post Feb 20 2014, 06:26 AM

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Hey, ... news flash - FB buys What'sapp for 19bln. Shares down AH.

Wow.. whatapp worth 19 blns? shocking.gif

This post has been edited by danmooncake: Feb 20 2014, 06:45 AM
danmooncake
post Feb 20 2014, 10:00 PM

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But, doesn't FB itself also have this capability (chat/photos sharing)?

Wonder why they willing to pay such a high premium for it? hmm.gif




danmooncake
post Feb 20 2014, 10:26 PM

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QUOTE(AirJump09 @ Feb 20 2014, 10:02 PM)
at what price will you buy...hehe
or you wouldn't
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If I am Zuckerberg, I not sure I would want to buy if FB already has something similar. But, he maybe seeing something that we mortals could not.

$19bln is a lot of premium to pay.. but luckily majority of them are just stocks exchanges.

If things didn't pan out (regulatory wise - they still have to convince DOJ this isn't a monopoly tactic), WhatApps still get a $1bln in cash. Still a win-win deal for Whatapps.





danmooncake
post Feb 21 2014, 12:34 AM

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QUOTE(Firetric @ Feb 20 2014, 10:45 PM)
Hope this acquisition will be a big correction...hehe
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Correction is ok.. but hopefully, it won't change the trend. Got my tight stop in at 65. tongue.gif
danmooncake
post Feb 21 2014, 01:56 AM

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QUOTE(Mercy Shadows @ Feb 21 2014, 01:45 AM)
I think what will get most investors worried is how WhatsApp is able to make back that money.

For what I understand Whatsapp charge 0.99 cents on their per pay service,
which current 300million users only they might make 300million dollars, but 19billion?
There is no adds or anything like that in whatsapp from what I understand.
They might develop it further since Mark Zuckerberg fail to purchase SnapChat

What I hear from bloomberg this afternoon is that Only 2% of americans uses Whatsapp, most of them just prefer to use text messages. But in Europe, South East Asia, users are up to about 80++%

China on the other hand has a very low user rate as well due to WeChat , and Korean they have their own Chat App as well.

So based on the 2% of Americans and with FB's publicity on Whatsapp, there is a very high chance it can grow.
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Only 2% meh? So, how can there be a high chance of them using what'app if they like sms,text, etc.?

Anyway, difficult to understand FB stand on this but the price action will determine whether FB makes the correct
decision or not. Keeping stops in place.. sweat.gif
danmooncake
post Feb 21 2014, 02:43 AM

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QUOTE(Mercy Shadows @ Feb 21 2014, 02:05 AM)
If I remember correctly, its a very low percentage...
Did some google search and.. The link here says 9%...
http://engineeringfukrey.com/how-does-whatsapp-earn-money/

Most Europe and Latin Americas are above 90%
I think countries like Malaysia, Singapore too uses them, but not in the list .. too kuuchi

Well, maybe Whatsapp is not properly promoted in USA

Edit
Oh yeah. they said USA uses blackberry messenger, but it went south with Blackberry formally RIM
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Well, they said whatapps got 400mln users worldwide.
But, how many actually pays for what'sapp (99c)?

Cheapskate users try it free for one year. After that, they may not just not use it or uninstall it.

Also, this is a onetime Payment. There is no recurring revenue here. hmm.gif

Oh well, I dunno how they going to make back $19bln here.




danmooncake
post Feb 21 2014, 03:25 AM

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QUOTE(yok70 @ Feb 21 2014, 02:48 AM)
The valuation is 1 year ahead. At current growth rate of above 1m new uers a day, their estimation is reaching 1b active users in 12 months time. So the income is 1b, and so the PE is 19x.

For me, I won't see it as expensive, really, even if it couldn't give back any profit. Now there is profit, that's a bonus actually. The buying is most benefit from users base protection (if not increment). The highest value on any social network platform is user base, only that can give advertising/trading etc. value to the company.

However, as I said before, I still couldn't understand FB's business model and find this business very high risk since any day when a new cool platform emerge, people will just dump you and switch over to that one because they have nothing to lose and it's easy to switch system since the learning curve is very small, unlike smartphone (many loyal android/iphone users prefer to keep to the same system when they upgrade their phone). So FB is only good for traders, not good for investors (cannot sleep at night).  laugh.gif
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Good points.. FB, LNKD, TWTR, GRPN, all the new momo social media fad for these past two years.
Everyone happy when it goes up and valuation can go to moon. laugh.gif

Anyone seen TSLA today? They handily beat earnings. Another notch up. thumbup.gif

If it gets to $300, I get a real Tesla. brows.gif






danmooncake
post Feb 21 2014, 03:51 AM

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QUOTE(yok70 @ Feb 21 2014, 03:45 AM)
wow! nice trade there! since rumors on Apple merging Tesla, I started watching it a little, this unpredictable new boy in town.  biggrin.gif
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I think the funds (who's long on TSLA) somehow re-surface this old piece of news (AAPL and TSLA talks).
They don't want TSLA to fall down.

There was a real big bet that TSLA will miss its earnings and will drop 100 pts or so. But now, they got no choice
but to cover it.

I will slowly move up my stop regardless on whether it will get there or not.

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