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

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yok70
post Feb 14 2014, 02:05 PM

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QUOTE(danmooncake @ Feb 14 2014, 05:48 AM)
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
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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
yok70
post Feb 19 2014, 03:45 AM

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QUOTE(danmooncake @ Feb 18 2014, 10:19 PM)
All right man, four days trading week tonight.  Still up... but I'll be cautious here.  nod.gif
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all time high region, quite scary. sweat.gif
yok70
post Feb 19 2014, 11:06 PM

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QUOTE(danmooncake @ Feb 19 2014, 04:09 AM)
Just tip toe here... make sure stops in place.  sweat.gif
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Apple strong resistance at 550. tongue.gif
yok70
post Feb 20 2014, 02:04 AM

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FB bull is really strong! Everyone down he still hard stick up. tongue.gif
yok70
post Feb 20 2014, 04:11 AM

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they are starting it.....rate hike rumors show face now.... brows.gif
yok70
post Feb 20 2014, 02:01 PM

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whatsapp has 400m active users to pay $0.99 pa, that goes 2% yield for 19b investment....not exciting. Agree, it's damn expensive. If consider Amazon's trading at over 600x PE, then no, it's not expensive. laugh.gif
yok70
post Feb 20 2014, 09:01 PM

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QUOTE(tigana @ Feb 20 2014, 08:29 PM)
Something tells me Zuckerberg knows something we don't. That how people like him and Steve Jobs become successful, because they can see something other people cannot see.
Anyway, it could be a technology that only Whatsapp has.
Or maybe the fact the total mobile phone subscription in the world was 6.8B in 2012. And growing to around 8 billion in 2016. Some people or companies carry more than 1 phone. And Whatsapp charges per phone number.
And what if they introduce a premium service and charge more?

Granted not all the phones are smart. But smartphones are becoming so cheap. Soon everybody will carry one. With a good chance Whatsapp in installed.
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I don't think it's about technology. It's more about user experience, those little things that separate the extraordinary from ordinary. And ordinary people always think it's about luck, until the day they die. That's the difference between genius and the ordinary people. laugh.gif
yok70
post Feb 20 2014, 09:02 PM

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QUOTE(cwhong @ Feb 20 2014, 08:57 PM)
not all for the 400m users were paid users some were installed before the paid version were out, upddated still can be used unless change mobile phone or mobile number only need reinstall......
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I thought 1st year free, following year pay? hmm.gif
yok70
post Feb 21 2014, 01:01 AM

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QUOTE(tigana @ Feb 20 2014, 09:05 PM)
I think the earlier members get free for life, as long as they don't change phone number, right?
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i don't know about this. biggrin.gif
yok70
post Feb 21 2014, 01:06 AM

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QUOTE(danmooncake @ Feb 20 2014, 10:00 PM)
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
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FB has fear of losing users, Whatsapp is a fierce enemy. The best way to fight this is to make the enemy my friend. 19b is nothing if comparing to losing users. They must have plan for some kind of integration, so that FB will be alive. Whatsapp may become just an app from FB, or just a function, a chatting function. By doing this, all Whatsapp users based will become FB's. Take a look at Nokia today. Once you loss market attention, you are dead and very very hard to recover. In another 1 year time, Whatsapp active users number estimation will be equal to FB's, that scares the hell of Z. biggrin.gif
yok70
post Feb 21 2014, 01:17 AM

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green day? what?? where is the bear? interest hike woh! still green?? rclxub.gif
crazy market, never time it. tongue.gif
yok70
post Feb 21 2014, 02:48 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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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

This post has been edited by yok70: Feb 21 2014, 02:53 AM
yok70
post Feb 21 2014, 03:45 AM

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QUOTE(danmooncake @ Feb 21 2014, 03:25 AM)
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
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wow! nice trade there! since rumors on Apple merging Tesla, I started watching it a little, this unpredictable new boy in town. biggrin.gif
yok70
post Feb 21 2014, 03:26 PM

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QUOTE(morning06 @ Feb 21 2014, 04:27 AM)
danmooncake yok70

Dun mind me asking, been curious for quite some time. You guys are full time traders staying in Msia?
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i freelance. so, time is very flexi. icon_rolleyes.gif
yok70
post Feb 21 2014, 09:19 PM

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QUOTE(Firetric @ Feb 21 2014, 08:39 PM)
It seem that the acquisition never stop FB from bullish.
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my wild guess....it's going to face a meaningful correction soon.....just wild guess, only time can tell. tongue.gif
yok70
post Feb 23 2014, 06:42 PM

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QUOTE(danmooncake @ Feb 23 2014, 12:04 PM)
Ok... FB bought Whatsapp, a few days later, it is shut down.

So darn funny. LOL!
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like a sign. laugh.gif
yok70
post Feb 24 2014, 03:04 AM

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What do you all think of this video?

http://www.youtube.com/watch?v=iFDe5kUUyT0
yok70
post Feb 24 2014, 05:05 PM

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QUOTE(morning06 @ Feb 24 2014, 02:15 PM)
I once heard someone told me the story of how they make money out of thin air and what causes inflation and stuff.

Not sure because its in video that I understand better or when i heard the story back then I can't digest it. Thanks for sharing.

Though it is revealed, dun think ppl can do anything about this system?
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what can we do? we are just in-the-system. It's like in the Matrix. laugh.gif
yok70
post Feb 24 2014, 11:58 PM

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wa lao....is 1900 coming? laugh.gif
yok70
post Feb 25 2014, 01:20 AM

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QUOTE(jerrychoo2004 @ Feb 25 2014, 12:15 AM)
imma gonna hold my LVS and WYNN tight tight this round.....never gonna let u go!!!
this AAPL cannot move one hor still zzzzzzzzzz
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today samsung s5 announcement. Apple must go red for this event mah. laugh.gif

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