Register a SA Forums Account here!
JOINING THE SA FORUMS WILL REMOVE THIS BIG AD, THE ANNOYING UNDERLINED ADS, AND STUPID INTERSTITIAL ADS!!!

You can: log in, read the tech support FAQ, or request your lost password. This dumb message (and those ads) will appear on every screen until you register! Get rid of this crap by registering your own SA Forums Account and joining roughly 150,000 Goons, for the one-time price of $9.95! We charge money because it costs us money per month for bills, and since we don't believe in showing ads to our users, we try to make the money back through forum registrations.
 
  • Post
  • Reply
GoGoGadgetChris
Mar 18, 2010

i powder a
granite monument
in a soundless flash

showering the grass
with molten drops of
its gold inlay

sending smoking
chips of stone
skipping into the fog
That meme of the porn lady force feeding a jar of milk to another porn lady but it's labeled "AMTI", "Me", and "Money directly in my account"

Adbot
ADBOT LOVES YOU

Space Fish
Oct 14, 2008

The original Big Tuna.


Between the big box retailers, I get that Target is some people's happy place while Wal-Mart is desperately grasping for lateral services... but what is CostCo's deal? They seemed to recover well from the covid crash but have slipped almost 10% since late November. Based on their past curves, they seem ready to either bounce or hover in limbo for a bit.

Marshal Prolapse
Jun 23, 2012

by Jeffrey of YOSPOS

Michael Corleone posted:

So, if it doesn't get approved it is going to drop like a rock right? Like how low would it go?

No clue.

bigdookie
Nov 21, 2005
The Awesome!
Grimey Drawer

Michael Corleone posted:

So, if it doesn't get approved it is going to drop like a rock right? Like how low would it go?

No one really knows, if you are dumping money at NDRA its YOLO money, to get maybe up to the $6 mark per share that analysts at some point had predicted. They filed the paperwork to offer more shares on Friday, the markets are down today in general. 6% drop or so is well within the margin they have shown in fluctuations before.

If FDA rejects or flatout says their gadget is crap, this company has it all riding on this one gadget / widget / thingamobobber, it will most likely plummet to the bottom. If the FDA approves it might rocket up to $6 dollars a share with all the crazy rides the market is doing right now.

If the FDA extends the trial / has them go back to modify things, it will probably plummet pretty hard too, as tons of people have all piled on expecting a rocket ship and for this thing to do everything known to man.

The gamble is waiting on FDA approval, anything before that is just fluctuations.

Senf
Nov 12, 2006

Michael Corleone posted:

So, if it doesn't get approved it is going to drop like a rock right? Like how low would it go?

$0.69

ogarza
Feb 25, 2009

punk rebel ecks posted:

Would it be a good idea to invest in a cloud computing company now?

I realize that "they are the future", but COVID is (gradually) ending and I assume with more people returning to work they'll have less profits in the short and medium term.

not a financial advisor, but I am a BI and Cloud consultant and we mainly help customers move to the cloud... it is the future and was already the future before COVID the fact that it is ending has nothing to do with it. We have never had this much work in the pipeline.

jokes
Dec 20, 2012

Uh... Kupo?

Space Fish posted:

Between the big box retailers, I get that Target is some people's happy place while Wal-Mart is desperately grasping for lateral services... but what is CostCo's deal? They seemed to recover well from the covid crash but have slipped almost 10% since late November. Based on their past curves, they seem ready to either bounce or hover in limbo for a bit.

They are The Place For Groceries for people who can read, but that’s it.

A black mark on them from Wall Street is that they pay employees well and they don’t pay their CEO much and think they aren’t doing Good Business Things and Innovating I think.

But like they’re a grocery company that is 90% supply chain. Should they be buying e-commerce companies and building gaming computers or something and heavily marketing ? Lol

Jalumibnkrayal
Apr 16, 2008

Ramrod XTreme

jokes posted:

They are The Place For Groceries for people who can read, but that’s it.

A black mark on them from Wall Street is that they pay employees well and they don’t pay their CEO much and think they aren’t doing Good Business Things and Innovating I think.

But like they’re a grocery company that is 90% supply chain. Should they be buying e-commerce companies and building gaming computers or something and heavily marketing ? Lol

CostCo is a hotdog membership club that happens to sell coffins and flooring.

jokes
Dec 20, 2012

Uh... Kupo?

If you want to invest in hot dog futures, simply buy a Costco Membership.

Deviant
Sep 26, 2003

i've forgotten all of your names.


you don't need a membership to buy the hotdogs, ya idjits

source: my lunch like 3 days a week out of 5 at my last office

Edit: those FUCKERs.

Michael Corleone
Mar 30, 2011

by VideoGames

Deviant posted:

you don't need a membership to buy the hotdogs, ya idjits

source: my lunch like 3 days a week out of 5 at my last office

You do now! At least that is what I read, you can go for free if a member buys you a 20 smackers gift card and spend as much as you want, I went once with my dad when my Aunt relented and bought me one with her membership. They didn't like it and this was like 3 years ago, probably closed that loophole.

Like I said NDRA would bounce off 2.26 almost went more in but it went up to fast while I was seeing if it would break support.

jmzero
Jul 24, 2007

Space Fish posted:

Between the big box retailers, I get that Target is some people's happy place while Wal-Mart is desperately grasping for lateral services... but what is CostCo's deal? They seemed to recover well from the covid crash but have slipped almost 10% since late November. Based on their past curves, they seem ready to either bounce or hover in limbo for a bit.

I quite like CostCo and how they do business. But like so many companies right now, it appears someone/everyone else likes them much more.

For a retailer at their stage of life cycle and saturation, a P/E of 37 seems super ambitious. I think they'll grow slowly and steadily for the next 10 years - like they have consistently for the last 10 - and that justifies a P/E somewhere in the 20s. Target/Walmart (who are themselves now in the 20s) seem like they should be firmly back in the teens.

An alternate reality where WMT is priced at about half of what it is, and thus paying a 3% dividend (currently 1.5%) makes a lot more sense to me.

punk rebel ecks
Dec 11, 2010

A shitty post? This calls for a dance of deduction.

ogarza posted:

not a financial advisor, but I am a BI and Cloud consultant and we mainly help customers move to the cloud... it is the future and was already the future before COVID the fact that it is ending has nothing to do with it. We have never had this much work in the pipeline.

What company/companies would you recommend?

I was thinking of investing in Fastly.

jeeves
May 27, 2001

Deranged Psychopathic
Butler Extraordinaire
Sadly much like Walmart, the moment the current CEO of Costco retires or dies, I am sure they will be replaced by someone who doesn’t have the same [correct] beliefs about paying your employees well.

Michael Corleone
Mar 30, 2011

by VideoGames
I am getting out of NDRA the second it hits 2.38 and I make like 8 cents. The risk reward is good, but WE have no clue about the approval odds. Or do any of you. Sorry, I will never post about this stock again. Also DRRX, look into it, the only thing I have been able to make money on consistantly, maybe I am biased because it was my first stock and a Strong Buy but I trade the dips and peaks, now I need to learn and study more stocks and do the same thing. I might miss out when it does actually break out, but I am out now and hoping it goes back down.

tangy yet delightful
Sep 13, 2005



jeeves posted:

Sadly much like Walmart, the moment the current CEO of Costco retires or dies, I am sure they will be replaced by someone who doesn’t have the same [correct] beliefs about paying your employees well.

Possible but the current CEO isn't the founder so maybe the next one up will be a selection from within and keep with the companies stated aims/morals/goals what have you.

Stock wise I think Costco is a fine company to have in a broad portfolio (index funds) but I don't really see a reason to hold it as a stand alone.

Surprisingly Dope
Jan 12, 2011

Lope burgs again
AHT has already popped 36% since I bought it. Might take my 160 bucks and call it grocery money, might let it ride...

Michael Corleone
Mar 30, 2011

by VideoGames

Surprisingly Dope posted:

AHT has already popped 36% since I bought it. Might take my 160 bucks and call it grocery money, might let it ride...

I started out thinking I was going to be YOLO gang, but now I miss out on a lot of profits when I profit take. Learned my lesson from SNDL when I made and lost 400 bux swinging it. No one ever went broke selling for a profit, it is what I do now. No moonshots probably, but consistent money.

Uranium, is this how you went from 10-300k?

DeadFatDuckFat
Oct 29, 2012

This avatar brought to you by the 'save our dead gay forums' foundation.


Sold my AXP shares at 136. Still holding on to my COF and DFS though

Burn Zone
May 22, 2004



Michael Corleone posted:

I am getting out of NDRA the second it hits 2.38 and I make like 8 cents. The risk reward is good, but WE have no clue about the approval odds. Or do any of you. Sorry, I will never post about this stock again. Also DRRX, look into it, the only thing I have been able to make money on consistantly, maybe I am biased because it was my first stock and a Strong Buy but I trade the dips and peaks, now I need to learn and study more stocks and do the same thing. I might miss out when it does actually break out, but I am out now and hoping it goes back down.

I'm trying to find the info, but I'm pretty sure someone ITT said that the company or firm they're using to go for approval has a 100% clearance rate with FDA which could speak to the chances. It's still just gambling though.

e: I was wrong about them using someone to go for approval, here's what I found.

quote:

CriTech Research designed the TAEUS software for NDRA.

From the CriTech website: " Our work has a 100% first-time acceptance rate from FDA."

CriTech was founded in 1994, specializes in medical software development, has completed over 450 projects and has 100% submissions approved by both FDA & EU over 27 years of experience.

Burn Zone fucked around with this message at 19:25 on Feb 22, 2021

nomad2020
Jan 30, 2007

Just put up a sell order for 10k bitcoins @ 50k and walk away (while your binance account gets hacked)

candide
Jun 16, 2002

The Tipping Point
Schwab is really making GBS threads the bed at the moment. Some orders aren't going through. I placed a lol order on GME a penny stock as a test and got a nondescript error. Balances / positions keep bouncing between now and 2 hours ago with nearly every refresh. One time, it even showed N/A for all my positions along with a $0.00 balance, but unfortunately it returned to its normal red state on the next refresh.

Churchill
Nov 27, 2007
Winston

Burn Zone posted:

I'm trying to find the info, but I'm pretty sure someone ITT said that the company or firm they're using to go for approval has a 100% clearance rate with FDA which could speak to the chances. It's still just gambling though.

I think someone upthread mentioned that they already hade approval from EU agencies or something like that, thus increasing the odds of FDA approval. Could be misremembering though.

UnfurledSails
Sep 1, 2011

this thread is not like it used to be. greasyhands come back

punk rebel ecks
Dec 11, 2010

A shitty post? This calls for a dance of deduction.
Sold SAVE at $38. I realize it will very well go higher but I feel that it will slump down soon again as COVID times aren't exactly over and it's pretty much where it used to be pre-COVID anyway.

Made a good 25%+ profit.

QuantumNinja
Mar 8, 2013

Trust me.
I pretend to be a ninja.
Why is market down?

GoGoGadgetChris
Mar 18, 2010

i powder a
granite monument
in a soundless flash

showering the grass
with molten drops of
its gold inlay

sending smoking
chips of stone
skipping into the fog

UnfurledSails posted:

this thread is not like it used to be. greasyhands come back

Investing ain't what it used to be. March 2020 and January 2021 were a 1-2 punch of irreparable lunacy

ogarza
Feb 25, 2009

punk rebel ecks posted:

What company/companies would you recommend?

I was thinking of investing in Fastly.

Honestly the only places our customers are willing to go is GCP or AWS, some are already on Azure, mostly deal with big customers. So I wouldn't know what to recommend, but any of those three look good. GCP is more admin friendly but the products lag behing aws.

Rolo
Nov 16, 2005

Hmm, what have we here?

QuantumNinja posted:

Why is market down?

I’m up 0.0001% today.

Leperflesh
May 17, 2007

UnfurledSails posted:

this thread is not like it used to be. greasyhands come back

No kidding. We're done with wallstreetbets meme stocks and suddenly it's gold bugs for a page, and some more bitcoin poo poo


ogarza posted:

Honestly the only places our customers are willing to go is GCP or AWS, some are already on Azure, mostly deal with big customers. So I wouldn't know what to recommend, but any of those three look good. GCP is more admin friendly but the products lag behing aws.

Cloud players: AWS is the elephant in the room for cloud infra specifically. Microsoft has Azure, very big for infra and apps. Google has a cloud ecosystem for apps. VMWare, IBM have infra stuff, IBM also has apps. There's some big players in the cloud apps space, like Oracle, Salesforce, SAP, Adobe, Workday, Intuit, etc. There's hundreds and hundreds of medium-sized vendors usually with one or two key cloud products. Here's a decentish list of 500 of them, 2 years out of date but good to just skim.

Cloud is an extremely crowded space with a lot of downside risk for any company that isn't among the behemoth leaders. I would 100% not trust any small company with one key app to survive, although undoubtedly many of them will, it's just a total crapshoot which ones get acquired for their tech, and which ones get beaten and die. I would not advise any invstor to just pick a company, read about it's product, nod and say "this seems like a good product" and then buy stock in it on that basis. You have to evaluate who they're competing with, how big their competitors are, look at balance sheets and revenue growth, etc. and then decide if they're likely to be a winner or an aquisition target. And even then, if they're not one of the, say, top 20 or so, they're still at risk, because best tech doesn't always win.

It's correct though that the sector is booming. On-premises is dying, nobody who isn't a cloud service vendor or a government entity wants to own and operate data centers, or develop in-house non-cloud applications, the big hump to get past is the legacy installed base and the cost of migrating to the cloud. To that end, there's tons of consultant companies too, so the cloud space includes those guys as well.

Leperflesh fucked around with this message at 19:53 on Feb 22, 2021

jeeves
May 27, 2001

Deranged Psychopathic
Butler Extraordinaire
I worked at a company with a small
Data center with cabinets to rent. There were no other similar data centers in town, and the town was someone adjacent to Silicon Valley.

They couldn’t give away the cabinets low enough. Everyone was moving to cloud.

Last I heard they were exploring the idea of demolishing the data center space and turning it into more profitable office space to rent. It’s crazy.

Leperflesh
May 17, 2007

Full disclosure I work for one of those companies I mentioned, although I prefer not to identify exactly which one. I'm a technical writer and I produce documents that help our customers use our cloud products.

Ola
Jul 19, 2004

jeeves posted:

I worked at a company with a small
Data center with cabinets to rent. There were no other similar data centers in town, and the town was someone adjacent to Silicon Valley.

They couldn’t give away the cabinets low enough. Everyone was moving to cloud.

Last I heard they were exploring the idea of demolishing the data center space and turning it into more profitable office space to rent. It’s crazy.

Fill the cabinets with your own hardware, call it "cloud", get money.

GoGoGadgetChris
Mar 18, 2010

i powder a
granite monument
in a soundless flash

showering the grass
with molten drops of
its gold inlay

sending smoking
chips of stone
skipping into the fog
https://twitter.com/slay_ad/status/1362808671634251776?s=20

Alright I am 99.9% sure I know who this is

QuantumNinja
Mar 8, 2013

Trust me.
I pretend to be a ninja.
One thing to note about cloud vendors is that new US Government requirements came into effect this year that dramatically limited which cloud services were okay to use (mostly just the big ones, who set up specialized platforms for this purpose). I anticipate we'll see AWS GovCloud / Azure GovCloud grow as more government (and military contractor) services become cloud-based, skipping over the mid-level providers altogether. If a different company brings a government cloud solution to market with lower prices, though, it might get traction.

java
May 7, 2005

I know nothing about energy stocks, but as I watch all this poo poo with Texas, I'm starting to think that more people are going to be motivated to get themselves off the grid and that we could see more energy crisis situations in the next few years. With that as a hypothesis, what are some plays worth exploring?

My thinking right now is looking into SPWR, D, BE and FSLR as potential plays.

Red
Apr 15, 2003

Yeah, great at getting us into Wawa.

java posted:

I know nothing about energy stocks, but as I watch all this poo poo with Texas, I'm starting to think that more people are going to be motivated to get themselves off the grid and that we could see more energy crisis situations in the next few years. With that as a hypothesis, what are some plays worth exploring?

My thinking right now is looking into SPWR, D, BE and FLSR as potential plays.

I would suggest looking at companies who might weatherize equipment power plants/grids depend on.

pmchem
Jan 22, 2010


java posted:

I know nothing about energy stocks, but as I watch all this poo poo with Texas, I'm starting to think that more people are going to be motivated to get themselves off the grid and that we could see more energy crisis situations in the next few years. With that as a hypothesis, what are some plays worth exploring?

My thinking right now is looking into SPWR, D, BE and FSLR as potential plays.

careful with your terms, the people getting "off the grid" are such a trivial amount it's not investable

the whole big advantage of home solar is being "on the grid" so you can sell back excess during sunny days and make money

punk rebel ecks
Dec 11, 2010

A shitty post? This calls for a dance of deduction.
Who's "greasyhands"?

Leperflesh posted:

No kidding. We're done with wallstreetbets meme stocks and suddenly it's gold bugs for a page, and some more bitcoin poo poo


Cloud players: AWS is the elephant in the room for cloud infra specifically. Microsoft has Azure, very big for infra and apps. Google has a cloud ecosystem for apps. VMWare, IBM have infra stuff, IBM also has apps. There's some big players in the cloud apps space, like Oracle, Salesforce, SAP, Adobe, Workday, Intuit, etc. There's hundreds and hundreds of medium-sized vendors usually with one or two key cloud products. Here's a decentish list of 500 of them, 2 years out of date but good to just skim.

Cloud is an extremely crowded space with a lot of downside risk for any company that isn't among the behemoth leaders. I would 100% not trust any small company with one key app to survive, although undoubtedly many of them will, it's just a total crapshoot which ones get acquired for their tech, and which ones get beaten and die. I would not advise any invstor to just pick a company, read about it's product, nod and say "this seems like a good product" and then buy stock in it on that basis. You have to evaluate who they're competing with, how big their competitors are, look at balance sheets and revenue growth, etc. and then decide if they're likely to be a winner or an aquisition target. And even then, if they're not one of the, say, top 20 or so, they're still at risk, because best tech doesn't always win.

It's correct though that the sector is booming. On-premises is dying, nobody who isn't a cloud service vendor or a government entity wants to own and operate data centers, or develop in-house non-cloud applications, the big hump to get past is the legacy installed base and the cost of migrating to the cloud. To that end, there's tons of consultant companies too, so the cloud space includes those guys as well.

Thanks.

I think I'll forgo cloud computing and "stick with what I know".

Adbot
ADBOT LOVES YOU

java
May 7, 2005

Red posted:

I would suggest looking at companies who might weatherize equipment power plants/grids depend on.

Thanks!

pmchem posted:

careful with your terms, the people getting "off the grid" are such a trivial amount it's not investable

the whole big advantage of home solar is being "on the grid" so you can sell back excess during sunny days and make money

That's a good call--I did not have that clear in my thinking.

  • 1
  • 2
  • 3
  • 4
  • 5
  • Post
  • Reply