Author Topic: Stocks  (Read 1215673 times)

Offline Onefishtwofish

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Re: Stocks
« Reply #6800 on: April 06, 2022, 06:42:15 PM »
What's your definition of short term?

An investment (by definition) is usually (at least somewhat) long-term.

Your question sounds more like speculation than investing.

Some place to keep money that will accumulate interest and be able to liquidate quickly if needed.

Offline ExGingi

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Re: Stocks
« Reply #6801 on: April 06, 2022, 07:31:39 PM »
Some place to keep money that will accumulate interest and be able to liquidate quickly if needed.

How much of a loss are you willing to tolerate?
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Offline Mf1

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Offline avromie7

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Re: Stocks
« Reply #6803 on: April 11, 2022, 11:37:21 AM »
Some place to keep money that will accumulate interest and be able to liquidate quickly if needed.
How soon do you expect to need it? You want at least a few years to invest in the market.
I wonder what people who type "u" instead of "you" do with all their free time.

Offline ExGingi

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I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline AussieMan

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Re: Stocks
« Reply #6805 on: April 11, 2022, 01:16:17 PM »
Only reinvenst after tax gains?

No joke there, it's very possible to have huge capital gains in one calendar year and if those gains are reinvested not have cash to pay taxes due in the followijg calendar year. The IRS doesn't care if the market took a dive, and selling at a loss to pay the bill is dismal

Offline ExGingi

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Re: Stocks
« Reply #6806 on: April 19, 2022, 11:16:03 AM »
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline ExGingi

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Re: Stocks
« Reply #6807 on: April 20, 2022, 12:57:42 AM »
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline sguitarist18

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Re: Stocks
« Reply #6808 on: April 20, 2022, 11:16:22 PM »
Any thoughts on buying NFLX?

Offline Shmulie

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Re: Stocks
« Reply #6809 on: April 20, 2022, 11:58:21 PM »
Any thoughts on buying NFLX?
I was thinking about this too, I think I may wait till it stabalizes though.

Since its November high it is about 1/3rd of its value, it lost about 200b in market cap.

Offline yos9694

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Re: Stocks
« Reply #6810 on: April 21, 2022, 10:52:01 AM »
Any thoughts on buying NFLX?

From a pure reactionary point of view this might be the textbook time to buy, i.e. given the level of fear it is possibly well overblown.

What holds me back is that NFLX may actually never recover from this. The streaming space is overcrowded, no longer cheap, and does not have enough desirable content in any one service anymore. Once subscribers start to be squeezed out it will be very difficult to recover that base, let alone grow it. Raising prices from here is a death spiral, but holding or cutting prices will starve the company. Being the big behemoth it is, NFLX will find it difficult to innovate. It's very likely that they go into harvest mode from here and fade out within a few years.

Maybe a LEAP/straddle?

Offline ExGingi

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Re: Stocks
« Reply #6811 on: April 21, 2022, 11:04:17 AM »
From a pure reactionary point of view this might be the textbook time to buy, i.e. given the level of fear it is possibly well overblown.

What holds me back is that NFLX may actually never recover from this. The streaming space is overcrowded, no longer cheap, and does not have enough desirable content in any one service anymore. Once subscribers start to be squeezed out it will be very difficult to recover that base, let alone grow it. Raising prices from here is a death spiral, but holding or cutting prices will starve the company. Being the big behemoth it is, NFLX will find it difficult to innovate. It's very likely that they go into harvest mode from here and fade out within a few years.

Maybe a LEAP/straddle?

Add to that the fact that with the current inflation numbers, consumers might cut back on discretionary spending (especially recurring).
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline avromie7

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Re: Stocks
« Reply #6812 on: April 21, 2022, 04:19:42 PM »
From a pure reactionary point of view this might be the textbook time to buy, i.e. given the level of fear it is possibly well overblown.

What holds me back is that NFLX may actually never recover from this. The streaming space is overcrowded, no longer cheap, and does not have enough desirable content in any one service anymore. Once subscribers start to be squeezed out it will be very difficult to recover that base, let alone grow it. Raising prices from here is a death spiral, but holding or cutting prices will starve the company. Being the big behemoth it is, NFLX will find it difficult to innovate. It's very likely that they go into harvest mode from here and fade out within a few years.

Maybe a LEAP/straddle?
I can't say what will happen in the short term, but I think the long term growth is over. It's no longer a growth stock and they struggle with cash flow. I wouldn't be shocked of this (and the past few months) is the start of a downward spiral.
I wonder what people who type "u" instead of "you" do with all their free time.

Offline MoYS

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Re: Stocks
« Reply #6813 on: April 21, 2022, 05:20:40 PM »
I can't say what will happen in the short term, but I think the long term growth is over. It's no longer a growth stock and they struggle with cash flow. I wouldn't be shocked of this (and the past few months) is the start of a downward spiral.
I happen to agree with you, however its possible that they can recover by cracking down on the illegal sharing of passwords which would bring in a lot of potential customers who already use the service.

Offline YitzyS

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Re: Stocks
« Reply #6814 on: April 21, 2022, 05:42:34 PM »
*Disclaimer: I have zero experience*

Wouldn't this be a perfect case for a buyout?

Offline avromie7

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Re: Stocks
« Reply #6815 on: April 21, 2022, 06:09:03 PM »
I happen to agree with you, however its possible that they can recover by cracking down on the illegal sharing of passwords which would bring in a lot of potential customers who already use the service.
That's a very limited pool of potential customers, and many are too cheap to pay for their own account.

I became wary of NFLX when it started to look like they saturated the US market, and it had the pandemic boost. It meant that they had limited growth left, I couldn't figure out why it was still being valued as a growth company like the rest of FAANG stocks that are still innovating.
I wonder what people who type "u" instead of "you" do with all their free time.

Offline ExGingi

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Re: Stocks
« Reply #6816 on: April 21, 2022, 06:46:30 PM »
That's a very limited pool of potential customers, and many are too cheap to pay for their own account.

I became wary of NFLX when it started to look like they saturated the US market, and it had the pandemic boost. It meant that they had limited growth left, I couldn't figure out why it was still being valued as a growth company like the rest of FAANG stocks that are still innovating.

Time for the N of FANGAM to be replaced with a T.
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Offline avromie7

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Re: Stocks
« Reply #6817 on: April 21, 2022, 06:58:02 PM »
Time for the N of FANGAM to be replaced with a T.
It may also be time for the F to go.
I wonder what people who type "u" instead of "you" do with all their free time.

Offline Euclid

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Re: Stocks
« Reply #6818 on: April 21, 2022, 07:01:17 PM »
It may also be time for the F to go.
M

Offline shmoe joe

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Re: Stocks
« Reply #6819 on: April 25, 2022, 12:12:01 AM »
Twitter worth to buy now?
give some love (likes) to a brother!