On the other extreme XOP (oil and exploration:production) has never been lower.
On the other extreme XOP (oil and exploration:production) has never been lower.
Ghost of Igloi wrote:
On the other extreme XOP (oil and exploration:production) has never been lower.
There’s your BUY signal, folks!
Contrarian Indicator alert! wrote:
Ghost of Igloi wrote:
On the other extreme XOP (oil and exploration:production) has never been lower.
There’s your BUY signal, folks!
You better change your post, because the energy sector is actually attractive.
[quote]Maserati wrote:
"And Presidents have IMO been getting stupider,"
Classic.
I think you want to say more stupid....but are too stupid to know that.
Giles Corey wrote:
Classic.
I think you want to say more stupid....but are too stupid to know that.
Hi, K5!
agip wrote:
Holy mother of god Tesla is up over $100 per share today - 16%.
Hedges are throwing up into their wastebaskets right now.
bought some within a few minutes of the open this morning. Up massively.
Seems like a “buy and hold” at $750/share:
https://twitter.com/zackhoward/status/1222873460931813376/photo/1
Have you not heard of Amazon?
OK. Sell books thru internet vs manufacture cars. I see the comparison.
Try to be rational..
?
Nope. You missed it.
We have two innovative companies, led by dynamic and fearless CEOs, unafraidvto believe in the dream. Some win, some lose. Amazon won. Will Tesla?
No, I didn’t miss a thing. Amazon still loses money on its core business; core supported by Amazon Web Services. Amazon drives profitable companies out of business. Tesla bought Musk’s Solar City in a shady transaction. No one cared. Investors support businesses that lose money in every bubble. Government acts after the fact. Never turns out to be magical.
It’s not about making money now. It’s about stock price. Do you not know what thread this is?
Same thing is said in every bubble. You’re not keeping up at all. In fact you know nothing that is relevant to the future. You mirror the masses.
Igy, your view of Amazon's business model is needlessly arcane and restrictive. THe company is profitable, you know that, and has several interrelated sources of revenue. One source feeds the other but to fail to see the genius of their business model is shortsighted.
Their core business is far less profitable than Wall Mart or Target. Multiples of EPS better. AWS had a head start on MSFT, ORCL, GOOG and IBM, but margins are just being challenged. Amazon is one of the most expensive stocks in the S&P 500. AMZN delivery services are impacting FDX, UPS, and USPS. There are justifications for anti-trust charges.
Good service though, but doing so at the expense of many things.
Ghost of Igloi wrote:
AWS had a head start on MSFT, ORCL, GOOG and IBM, but margins are just being challenged.
Huh?
Ghost of Igloi wrote:
Their core business is far less profitable than Wall Mart or Target. Multiples of EPS better. AWS had a head start on MSFT, ORCL, GOOG and IBM, but margins are just being challenged. Amazon is one of the most expensive stocks in the S&P 500. AMZN delivery services are impacting FDX, UPS, and USPS. There are justifications for anti-trust charges.
Good service though, but doing so at the expense of many things.
Looking at their (amazon's) cash flow is a better indicator than their profit. It is orders of magnitude better, and rather ingenius. Their AWS far outpaces their closest rivals.
* "free cash flow" to be precise.
I get the modern metric argument of free cash flow, however it has always been used to rate-up overvalued companies. The bigger argument in my view is should a company that sells their product at cost be given a pass, and allowed to drive other enterprises to failure. I think not. Society is not always benefitted by the lowest cost anymore than gouging. I see Bezos and Musk as modern day Rockefeller and Ford. More ruthless than innovative.