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spb posted:oh it was a joke i got it 
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Feb 20, 2018 05:33
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Looks like Albertsons is buying the rest of the Rite Aid Stores. I have no idea what this means but it jumped up premarket before crashing back down.
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Feb 20, 2018 16:07
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lol Wal-Mart. how low would this have to drop before you'd consider taking a position? seems bit oversold for a slight earnings miss... still have a shitload of revenue and market share. if it hits 89 today I'm getting in.
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Feb 20, 2018 16:59
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I make too much money to own Walmart.  Maybe I'll buy into Prada.
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Feb 20, 2018 17:06
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Disappointing that I wasn't able to catch this one this morning: TGH: Buy to Open 2 Mar 16 2018 20 Call Buy to Open 1 May 18 2018 22.5 Call @1.20 I'm going on a rampage here now with the boats...
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Feb 20, 2018 17:39
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proctorbot posted:lol Wal-Mart. how low would this have to drop before you'd consider taking a position? seems bit oversold for a slight earnings miss... still have a shitload of revenue and market share. if it hits 89 today I'm getting in. The replacement cost of the real estate owned by Wal*Mart that Wal*Mart owns alone is worth like $220B.
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Feb 20, 2018 18:48
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I don't understand the bet against Wal*Mart, honestly.
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Feb 20, 2018 18:49
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EAT FASTER!!!!!! posted:I don't understand the bet against Wal*Mart, honestly. The only thing I could see them doing that is insane is buying up some dumb internet company to compete with Amazon and losing badly.
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Feb 20, 2018 20:10
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EAT FASTER!!!!!! posted:I don't understand the bet against Wal*Mart, honestly. "Amazon!!! brick and mortar is dead!!" I think that's about it.
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Feb 20, 2018 20:10
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EAT FASTER!!!!!! posted:I don't understand the bet against Wal*Mart, honestly. They're still a "boring" and steady stock that happens to be up quite a bit compared to recent years. That's about all I can say against their stock price.
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Feb 20, 2018 21:03
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proctorbot posted:"Amazon!!! brick and mortar is dead!!" One of these days, the whole Amazon!!! frenzy narrative is going to collapse and there are going to be a lot of good deals out there. The problem is figuring out when that will actually happen.
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Feb 20, 2018 21:22
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I feel like most of you guys have absolutely no idea how to analyze the intrinsic value of a company. I know there is a lot of wiggle how to value something, but acting like WMT being down 10% is crazy and now its super cheap is just ignant. It was $75 like 6 months ago. Has WMT grown 30+% in the last six months? If not, why does it suddenly seem cheap just because its having a down day from an overinflated price? Where were you when it was $75 just a few short months ago? This market is way overinflated and now is not the time to try to “bottom fish” poo poo that is still expensive by any historical metric. Ya’ll are being set up to be loving bagholders if you think WMT is cheap today.
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Feb 20, 2018 21:22
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Cheesemaster200 posted:One of these days, the whole Amazon!!! frenzy narrative is going to collapse and there are going to be a lot of good deals out there. The problem is figuring out when that will actually happen. You already thought about it, the market already adjusted.
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Feb 20, 2018 21:31
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greasyhands posted:I feel like most of you guys have absolutely no idea how to analyze the intrinsic value of a company. I know there is a lot of wiggle how to value something, but acting like WMT being down 10% is crazy and now its super cheap is just ignant. It was $75 like 6 months ago. Has WMT grown 30+% in the last six months? If not, why does it suddenly seem cheap just because its having a down day from an overinflated price? Where were you when it was $75 just a few short months ago? This market is way overinflated and now is not the time to try to “bottom fish” poo poo that is still expensive by any historical metric. Ya’ll are being set up to be loving bagholders if you think WMT is cheap today. The ground under Wal*Mart is worth, give or take $200B, the debt Wal*Mart has is just about $200B. If you think the enterprise is worth > $80B on top of that, WMT is cheap today. If you think WMT is worth < $80B on top of that, WMT isn't cheap today. It was cheap 12 months ago, it was cheap 6 months ago, it's cheap again now.
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Feb 20, 2018 22:05
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If WMT real estate value is a sure thing I feel like there are a number of mall reits with heavy sears exposure that should be screaming buys
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Feb 20, 2018 22:23
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if you never bought stocks where the price is higher than what the company is intrinsically worth, you wouldn't have bought much of anything for the past half decade and missed out on incredible gains.
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Feb 20, 2018 22:31
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“Blockchain” Stocks Completely Disintegrate https://wolfstreet.com/2018/02/18/blockchain-stocks-completely-disintegrate/ Who could have foreseen such an outcome? I was so sure that Long Blockchain Iced Blockchain Tea Blockchain was the future! The Butcher fucked around with this message at 22:41 on Feb 20, 2018 |
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Feb 20, 2018 22:39
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What on earth is any single company Intrinsically Worth? The value of the dirt + brick and mortar on top?
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Feb 20, 2018 22:41
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The Butcher posted:“Blockchain” Stocks Completely Disintegrate GBTC seems to be up 12% on the day. Also, did GBTC have a stock split or something? Last time I checked it was at like $1000 and now its $20.
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Feb 20, 2018 23:33
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Yeah, 91-to-1
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Feb 20, 2018 23:40
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That means whoever bought in before the split is 91x richer.
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Feb 21, 2018 00:24
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Play to be more attractive for institutional investors I take it.
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Feb 21, 2018 00:29
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I'd imagine it's kinda lovely to deal in options for something that can go from $600 to over $1000 in such a short period. Oh, GBTC has no options ... I swear it did at one time for some reason.
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Feb 21, 2018 00:50
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Do options adjust with the stock on a split?
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Feb 21, 2018 01:07
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baquerd posted:Do options adjust with the stock on a split? Yes.
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Feb 21, 2018 01:25
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GoGoGadgetChris posted:What on earth is any single company Intrinsically Worth? The value of the dirt + brick and mortar on top? The value of its tangible and intangible assets.
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Feb 21, 2018 01:29
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mike- posted:The value of its tangible and intangible assets. I don't think an intangible asset can have an intrinsic value, though... Can anyone give an example of a company's specific intrinsic value?
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Feb 21, 2018 01:32
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GoGoGadgetChris posted:I don't think an intangible asset can have an intrinsic value, though... Not current but: http://www.berkshirehathaway.com/letters/1996.html vvv I always figured intrinsic value as DCF due to the aforementioned writing ... dougdrums fucked around with this message at 01:59 on Feb 21, 2018 |
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Feb 21, 2018 01:50
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GoGoGadgetChris posted:I don't think an intangible asset can have an intrinsic value, though... Liquidation value or DCF. Both involve assumptions, there is no one real number. If you think this is a stupid question and not a difficult one you are actually the idiot unless you are strictly doing Jack Daniels style technical trades.
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Feb 21, 2018 01:57
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Tokyo Sex Whale posted:involve assumptions, there is no one real number. Completely mutually exclusive from "intrinsic", lol
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Feb 21, 2018 01:59
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GoGoGadgetChris posted:I don't think an intangible asset can have an intrinsic value, though... I just realized and intangible asset is actually used as an example: quote:You can gain some insight into the differences between book value and intrinsic value by looking at one form of investment, a college education. Think of the education's cost as its "book value." If this cost is to be accurate, it should include the earnings that were foregone by the student because he chose college rather than a job.
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Feb 21, 2018 02:01
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Ah, I didn't realize Intrinsic Value was a trade term. Seems like a poor choice of word since the concept totally clashes with the Step 1 of calculating the true, natural value of an asset... Discount the cash flows at like... 4% or 8%, idunno
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Feb 21, 2018 02:06
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GoGoGadgetChris posted:Ah, I didn't realize Intrinsic Value was a trade term. Seems like a poor choice of word since the concept totally clashes with the You would discount the cash flows by a rate commensurate with the risk of the asset. Typically, the more tangible an asset is the lower the rate, and vice versa. Goodwill, which is an accounting recognition of non separable or identifiable intangibles would command a high discount rate, whereas something like working capital would have the lowest. It looks like someone else already answered your other question to me, but just to add on to confirm that yes, intangible assets do have intrinsic value.
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Feb 21, 2018 02:22
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bio/pharma bottom bounce type play with nice Insider Buying: ONTX https://www.finviz.com/quote.ashx?t=ONTX&ty=c&p=d&b=1
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Feb 21, 2018 02:25
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bio/pharma bottom bounce type play with nice Insider Buying: TNDM https://www.finviz.com/quote.ashx?t=TNDM&ty=c&p=d&b=1
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Feb 21, 2018 02:28
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Feb 21, 2018 02:40
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yeah TNDM looks sweet to me... fantastic potential, especially above 4.00 and the gap-fill
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Feb 21, 2018 03:51
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Am I blind? Is that saying ITM options are 3 delta? I assume it's just a display issue.
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Feb 21, 2018 04:02
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Yeah uh someone's been buying them at 5c since the middle of January ... unless my shits all hosed up
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Feb 21, 2018 04:19
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| # ? Jun 11, 2024 01:00 |
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Welcome to low volume, insider traded, pump and dumps.
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Feb 21, 2018 04:47
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