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While technology companies are some of the largest issuers of stock compensation, they also appear to be leading the way in making this important change. Facebook and Alphabet join Apple Inc. AAPL, -0.31% and Amazon.com Inc. AMZN, -0.62% in focusing solely on GAAP results, and those four are among the top five market capitalizations in tech; only Microsoft Corp. MSFT, -0.32% is still a holdout.
Hopefully, these large tech companies can influence the legions of smaller tech companies that issue stock at alarming rates and use it to help mask poor results, and maybe some big companies in other sectors as well. http://www.marketwatch.com/story/facebo ... 2017-05-03
So is it finally time to buy Snapchat parent, Snap? I don’t think so.
The reasoning goes beyond the stock’s ~8% decline from its Day 1 open and its high valuation. A big part of it is from competition and potential lack of focus.
Snap’s venture into Spectacles — the flawlessly executed introduction of $130 “smart” sunglasses — was excellent. Management did a fantastic job. But a few months later, there were reports that SNAP could be working on a drone. While it would be great to see it pull off another Spectacles repeat, I’m cautious of a software company getting into hardware.
Investors typically cheer when a hardware company — traditionally commoditized products with low profit margins — gets into the higher margin software business. That’s why Snap making the opposite move seems unattractive. They could pull it off, but I’m skeptical. We only need to look as far as GoPro Inc (NASDAQ:GPRO) to see why this business model seems unattractive.
............http://investorplace.com/2017/05/is-sna ... RDlHVKZN7M
worldCitizen wrote: 08 May 2017 22:41
SNAP - unattractive.
So is it finally time to buy Snapchat parent, Snap? I don’t think so.
The reasoning goes beyond the stock’s ~8% decline from its Day 1 open and its high valuation. A big part of it is from competition and potential lack of focus.
Snap’s venture into Spectacles — the flawlessly executed introduction of $130 “smart” sunglasses — was excellent. Management did a fantastic job. But a few months later, there were reports that SNAP could be working on a drone. While it would be great to see it pull off another Spectacles repeat, I’m cautious of a software company getting into hardware.
Investors typically cheer when a hardware company — traditionally commoditized products with low profit margins — gets into the higher margin software business. That’s why Snap making the opposite move seems unattractive. They could pull it off, but I’m skeptical. We only need to look as far as GoPro Inc (NASDAQ:GPRO) to see why this business model seems unattractive.
............http://investorplace.com/2017/05/is-sna ... RDlHVKZN7M
SNAP 22.98 -0.34 (-1.46%)
After Hours: 17.48 -5.50
Tesla delivered.
Tesla (TSLA) will reveal its first mass-market car, the Model 3, next month as 400,000 customers who preordered the car finally get to see what they'll be driving when it's delivered at the end of the year.
The car costs $35,000 for the basic model, but with add-ons it will come out to about $40,000. The Model 3 comes in red, silver, metallic gray and black.
And, obviously, the stock is down 9 points on the news.
Стоками спекулирую, т. е. обычно держу позицию 2 - 3 дня. Всегда открываю covered call. Это позволяет не париться по поводу движения стока в ближайшие дни.
Long-term investment это та же спекуляция, но на более длительный срок. Пока нахожу свой метод более эффективным, comparing to long-term individual stocks portfolio or mutual funds' one.
Покупаю временно low volatility stocks or leaders and recent breakouts. Некоторое преимущество covered calls vs. option spreads: обычно stock's bid-ask spread noticeably narrower compared that of option spreads. Так что легче получить свою цену.
worldCitizen wrote: 26 Nov 2017 19:57
чтоб поддержать топик.
Стоками спекулирую, т. е. обычно держу позицию 2 - 3 дня. Всегда открываю covered call. Это позволяет не париться по поводу движения стока в ближайшие дни.
Long-term investment это та же спекуляция, но на более длительный срок. Пока нахожу свой метод более эффективным, comparing to long-term individual stocks portfolio or mutual funds' one.
Покупаю временно low volatility stocks or leaders and recent breakouts. Некоторое преимущество covered calls vs. option spreads: обычно stock's bid-ask spread noticeably narrower compared that of option spreads. Так что легче получить свою цену.
я тоже, на low value stocks, на тех, что выше $100,мне жалко buying power, поэтому я или продаю put/put spread или poor man covered call, т.е. покупаю call с 90 делта и там же продаю call около 30 делта. Тоже смотрю, чтобы bid/ask spread был маленький, но обычно я не торгую low liquidity stocks, поэтому не переживаю за это (ну, или минимально переживаю )
но при этом я maintain short delta...
Ottar wrote: 20 Mar 2020 00:11
ПОСЛЕ ДВУХ ЛЕТ ЗАТИШЬЯ со времени последнего поста в этой теме, РЫНОК БУШУЕТ: МАРТ 2020
ТЕМА ВОЗРОЖДАЕТСЯ!
СПЕКУЛЯНТЫ, ЧТО ПОКУПАЕТЕ-ПРОДАЕТЕ?
пока только options. Puts (and calls) are very overpriced, why not short them, or create a spread? особенно в комбинации с earnings report это отлично работает.
P.S. не думаю что тема возрождается. Для этого нужно как минимум самые элементарные знания как современная биржа работает, и какой то проблеск мысли...
Сейчас на бирже может быть много необычных движений. Стоки которые упали больше чем на 50% могут вдруг значительно подскочить. Я бы не ловился на этот крючок, вижу это как dead cat bounce, другие называют это манипуляцией. Как бы не называть, результат будет тот же самый, они снова опустятся to base level.
Retail devastated:
Macy’s (M) was down 18.1%, Kohl’s (KSS) lost 16.7%, Gap (GPS) fell 14.2%, Nordstrom (JWN) was down 13.1%, and L Brands (LB) lost 12.0%. https://www.marketwatch.com/articles/th ... rebar_bomw
LULU 172.30+7.29 (+4.42%)
Вопрос: Что б вы купили?
worldCitizen wrote: 24 Mar 2020 06:08
Retail devastated:
Macy’s (M) was down 18.1%, Kohl’s (KSS) lost 16.7%, Gap (GPS) fell 14.2%, Nordstrom (JWN) was down 13.1%, and L Brands (LB) lost 12.0%. https://www.marketwatch.com/articles/th ... rebar_bomw
LULU 172.30+7.29 (+4.42%)
Вопрос: Что б вы купили?
Да ладно, большинство стоков откатилось всего года на 3. Учитывая 10и летний булл маркет это ничто. В Апреле начнётся реальный обвал.
