Ether_Snake
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How long before SpaceX goes public?
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Stock-Age: Stocks, Options and Dividends oh my!
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RumblingRosco
Member
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Ether_Snake
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Yeah some articles yesterday said Musk was raising 10B for SpaceX. That's a lot, Orbital Science is a 1.6b market cap company.
http://www.businessinsider.com/spacex-valuation-approaches-10-billion-2014-8
http://www.businessinsider.com/spacex-valuation-approaches-10-billion-2014-8
I finally dumped my SPPI to fund a vacation, some art, and furniture for my apartment. Turned a cool 55% loss on that one. Of all the stocks I owned at one point over the past 2.5 years I would have been +40% or better had I kept any one of them and not SPPI.
Sad trombone.wav
Sad trombone.wav
Sorry man, I bailed on it back in January for about a 40% loss...
Ether_Snake
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Don't tell me this sudden sharp drop at 2pm aren't automated.
I remember you saying that. I have been dumping money into my Vanguard funds, doing the minimum for match on my company 401k and aggressively paying off my student loans at $1200 a month. Soon my only debt will be my $300\month car payment! That will feel amazing.
davepoobond
you can't put a price on sparks
So I have access to several forms of investment at the moment, but I have been sort of sheepish on the straight stock buys in companies as opposed to mutual funds. I've purchased a few shares in activision and Sony and surprisingly I've doubled my money on the activision purchase and still ahead about 50% on the Sony stock.
I don't really want to sell them since I like owning a piece of those companies, but I was wondering if it is a better idea to buy more of them since they are higher than they have been in the past -- they both seem to be performing fairly well for me anyway. I know you're supposed to buy low and sell high to make money.
In general I'm sort of interested in lower cost potentially highly performing stocks just to get my feet wet with the whole process, but the fees involved in the transactions kind of make me apprehensive to actually take a dive on anything in particular.
I don't really want to sell them since I like owning a piece of those companies, but I was wondering if it is a better idea to buy more of them since they are higher than they have been in the past -- they both seem to be performing fairly well for me anyway. I know you're supposed to buy low and sell high to make money.
In general I'm sort of interested in lower cost potentially highly performing stocks just to get my feet wet with the whole process, but the fees involved in the transactions kind of make me apprehensive to actually take a dive on anything in particular.
Roche bought out ITMN. A buyout usually causes people to rethink valuations.
Makes sense. It's beautiful.
:')
Yeah, my 2 speculative biotechs were up about 3% yesterday...
Ether_Snake
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What do you guys think of HOG (harley davidson)? I like the current price.
RumblingRosco
Member
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They have a long term materials and licensing contract with Samsung through 2017 (in which case it will come up for possible renewal).
The finer details of the contract isn't known, but there is a minimum (and rising) materials amount Samsung must buy, and they pay a rising royalty fee every 2nd and 4th quarter. Last year the amount was $15M per 2/4, and this year it is $20 per 2/4...I guess next year it will be $25M per.
The next big long term contract to look out for is with LG...in particular, the iWatch (if they are indeed supplying the flexible OLED screens to Apple), and LG's 2nd 55" OLED TV just came out in stores last week for $3500 (way better than the $10k+ they were last year).
Several lighting companies have materials and development agreements, but not much of the current revenue stream is due to lightning. Lighting should be HUGE around 2019/2020...
Samsung has kind of scaled back their television efforts for now because the cost of doing business in that area is a little high for them, so they took available manufacturing space and dedicated it to making the new Galaxy Tabs with the AMOLED screens for that.
I'm hoping before the end of the year is out that LG will sign a long term contract...right now they actually do have a auto-renewing short term contract with OLED (Universal Display), but once LG starts mass producing enough sheets it will make more financial sense to sign a long term deal to get price breaks on licensing fees and materials.
There was an initial bump from the Samsung conference this morning, but there always seems to be a sell-off on this sort of news. The real increases come from earnings reports, which I think they had like 5-6 beats on revenues and EPS in a row.
Basically, there is florescent and phosphorescent OLED...Universal Display basically owns all of the patents for phosphorescent OLED, as that is where the efficiencies and power savings will come. They also own most of the flexible OLED patents as well, so if you want to make a modern OLED most likely you'll be paying Universal Display for it.
They own these patents world wide, but I must tell you there has been some challenges in the courts in Europe and Japan on them, they win most of them, they lost a few. Whenever this happens people seem to panic and the stock takes a hit, for really no good reason. None of the patents in the US haven't been challenged yet.
Ether_Snake
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I'm surprised OLED's P/E is not higher.
It was for awhile. It came down a lot recently when they kept posting beats and then some bad news came out about the company that never really amounted to anything.
Melon Husk
Member
Alibaba IPO is close at hand, as you all must know. I'm weighing my options on that one. What's everyone's opinions on GPRO? 62 today. I've been tied up on old investments and had no cash to play the volatile newcomers.
2025
Ether_Snake
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NASDAQ crashing...
toxicgonzo
Taxes?! Isn't this the line for Metallica?
Had a feeling this was coming, so much overvaluation.
I wouldn't say a 1% drop is a crash, but yeah some valuations on there are crazy.
speaking of crazy, was anyone lucky enough to get in on RWLK? almost 300% in 2 days since the IPO...friggin' irrational exuberance. I saw it after it had gotten its first 100% and said, "well, can't go in now, how much higher can it go?"...saltsaltsalt
I really doubt BABA will go on such a run since so many shares are being offered, but I'm still thinking of getting in....maybeeee...
Ether_Snake
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Well all volatile nasdaq stuff is sinking solid today.
My guess is people selling stuff to buy Alibaba
My guess is people selling stuff to buy Alibaba
The Power Of Snap
Member
Only thing stable in my portfolio are my canadian stocks.
Need moar.
Need moar.
Ether_Snake
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Increases likely to be announced to start around early 2015. That's the general concensus, no one should be surprised. But the raise will be slow since Yellen probably doesn't even want to raise them, she just has to.
percephone
Neo Member
So, if there's an announcement of no change -- what kind of effect will this have on the interest rate this week/for the remainder of the year? I'm looking to lock-in a mortgage rate.
I've noticed interest rates have slowly climbed the last 2 weeks ahead of tomorrow's decision.
That's only true in the case of mergers. If the company is being bought outright, then Zoe is right that you'll usually get a bag of money for your shares and nothing else
As I said above, usually yes and yes again to the second question.
Once an acquisition is announced, though, common sense would be to sell. Once the stock has gone up to the acquisition price, no sense in keeping it, you get nothing in return for the risk of the acquisition falling through.
Zoe
Member
That's what confused me because it's currently trading at above the acquisition price (36.50), albeit slightly (36.67 at close). Then there's a pending investigation because some investors think it should have gone for 40.
percephone
Neo Member
You get shares in acquisition sometime. Lots of "mergers" are acquisitions in fact. A face saving gesture. Without knowing who the principals are. There's no way to know what's going on.
Keyword is usually. Yeah, you sometimes get shares in an acquisition but it's relatively rare. Usually, big company buys small company type deals are all-cash.
Yeah, that would be the explanation probably. This happened to a REIT I owned back in 2012; acquisition announced at $25, stock jumps to $26 because the offer was considered low. Another buyer shows up, starting a small bidding war and it ended up being sold for a little over $28.
Ether_Snake
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Nice to see the fed keeping rates down, made no sense to raise them now, but measures need to be taken to bring up inflation. Low rates won't do much of that more than now in the current context. You need higher wages or price reduction in obligatory expenses.
Well all volatile nasdaq stuff is sinking solid today.
My guess is people selling stuff to buy Alibaba
I'm seriously considering it right now, one of the biopharms I own made significant moves recently so I'm thinking of selling a portion of that position to fund a move into Alibaba tomorrow.
I'd recommend sitting the IPO out. They tend to get run up and drop afterwards anyway. See: Twitter
Can potentially buy much cheaper down the road
Mengy
wishes it were bannable to say mean things about Marvel
I've never had luck with bio stocks, I lost money on five different ones over the past decade or so and now I just stay away from them. I'd rather put the money into an index fund. Good luck to anyone buying though.
It's definitely a boom or bust sector.
Welp, BABA over 90 before it's even started trading. Yeah, I'm waiting a few weeks and/or months to get in.
we might regret it if it goes into the 100's, but the risk has definitely increased at this price....I'll see if there's a pullback today.
PartlyCloudlike
Member
Welp I just bought some BABA at $96 a share. I'm a lot less confident at this price but we'll see how the day goes.
best of luck to you, I was tempted to go for a quick flip, but decided to wait (93.50 as I type)
PartlyCloudlike
Member
Thanks. I'm looking at this investment as long term, but it's hard not to fixate on the minute-to-minute price fluctuations at this early stage lol. It'll make me go crazy.
schroddycat
Member
BABA dropping at this rate it's hard to determine what's the support level for intra-day trading.
schroddycat
Member
If using FB and TWTR as precedents, it's much wiser to wait things to quiet down before you go long.