REVscene - Vancouver Automotive Forum


Welcome to the REVscene Automotive Forum forums.

Registration is Free!You are currently viewing our boards as a guest which gives you limited access to view most discussions and access our other features. By joining our free community you will have access to post topics, communicate privately with other members (PM), respond to polls, upload content and access many other special features. Registration is fast, simple and absolutely free so please, join our community today! The banners on the left side and below do not show for registered users!

If you have any problems with the registration process or your account login, please contact contact us.


Go Back   REVscene Automotive Forum > Vancouver LifeStyles (VLS) > The Business and Financial Forum

The Business and Financial Forum THIS SPACE OPEN FOR ADVERTISEMENT. YOU SHOULD BE ADVERTISING HERE!
Revscene Wall Street.
Consolidating debt? Good business tips? Buying stock? How's our economy doing? Discuss and share advice and tools on everyday banking, investing, wealth management and insurance.

Reply
 
Thread Tools
Old 03-15-2019, 06:48 AM   #10001
I *heart* Revscene.net very Muchie
 
Join Date: Nov 2004
Location: vancouver
Posts: 3,665
Thanked 760 Times in 383 Posts
Failed 150 Times in 49 Posts
ACB and TGOD have been great for me....GLH not so much

any others you guys are looking at?
Advertisement
blkgsr is offline   Reply With Quote
Old 03-15-2019, 09:30 AM   #10002
HELP ME PLS!!!
 
DragonChi's Avatar
 
Join Date: May 2002
Location: vancity
Posts: 5,734
Thanked 722 Times in 364 Posts
Failed 40 Times in 26 Posts
Quote:
Originally Posted by Hehe View Post
Hahaha... I guess you don't play much in tech stocks?

TSMC is the largest pureplay foundry in the world (by far... as far as chip revenue goes, I believe it beats no 2-no6 combined!!)

IMO TSM is great. Maybe a bit on the high side as far as price goes making getting into it right now unattractive because of the low ROI.

But a great company overall. It has a virtual monopoly in the 7nm production and its market dominance in both market share and technical know-how puts the company in a great spot. I mean chip consumption is going no where but up given our reliance in tech nowadays.

Full disclosure: Yes, as I said before, I have a long position in TSM. But have no near future plan of unloading given the long term outlook of the company.
Does that include Samsung? I believe they are the other foundry that is on 7nm. Even Global Foundries dropped out of the nm race and is focusing on ~25nm chips. IMO even though phone sales are dropping like a rock, there will still be demand for the fabs even if it's not the newest process.

I used to own TSM too They are a great company for the long position.
__________________
DragonChi's BuySell rating
DragonChi is offline   Reply With Quote
Old 03-15-2019, 01:45 PM   #10003
RS has made me the bitter person i am today!
 
Hehe's Avatar
 
Join Date: Dec 2002
Location: YVR/TPE
Posts: 4,802
Thanked 2,887 Times in 1,240 Posts
Failed 626 Times in 198 Posts
Quote:
Originally Posted by DragonChi View Post
Does that include Samsung? I believe they are the other foundry that is on 7nm. Even Global Foundries dropped out of the nm race and is focusing on ~25nm chips. IMO even though phone sales are dropping like a rock, there will still be demand for the fabs even if it's not the newest process.

I used to own TSM too They are a great company for the long position.
TSM is currently the only option for 7nm as it entered the mass production phase.

Samsung started doing 7nm risk production in last oct and should enter mass production Q2/3 2019.

However, TSM is reaching full scale 7nm production and starting risk production of 5nm early 2020.

In simpler term, TSM and Samsung are the 2 cutting edge foundries now on earth. (Global Foundry dropped out of 7nm and might stop all future cutting edge works entirely as it finds cost issues to keep up with the trend). Nonetheless, TSM is one full cycle ahead (at least one full Q) of Samsung, which makes Samsung or any other foundry for that matter stealing cutting edge customers (Apple, Qualcomm, nVidia, AMD... etc) difficult other than concerns like price, strategic... etc
__________________
Nothing for now
Hehe is offline   Reply With Quote
This post thanked by:
Old 03-15-2019, 11:30 PM   #10004
My homepage has been set to RS
 
Join Date: May 2011
Location: Langley
Posts: 2,297
Thanked 503 Times in 282 Posts
Failed 56 Times in 36 Posts
Quote:
Originally Posted by blkgsr View Post
ACB and TGOD have been great for me....GLH not so much

any others you guys are looking at?
bought TRUL around 19.18 went bit up when i bought it now its dropped to 16
Nabatron is offline   Reply With Quote
Old 03-16-2019, 09:46 AM   #10005
I have named my kids VIC and VLS
 
Hondaracer's Avatar
 
Join Date: Oct 2001
Posts: 37,722
Thanked 15,060 Times in 6,020 Posts
Failed 2,068 Times in 693 Posts
Yea GLH been shitttttt ��
__________________
Dank memes cant melt steel beams
Hondaracer is online now   Reply With Quote
Old 03-21-2019, 01:01 PM   #10006
Rs has made me the man i am today!
 
will068's Avatar
 
Join Date: May 2002
Location: van
Posts: 3,412
Thanked 494 Times in 214 Posts
Failed 46 Times in 23 Posts
Playing the Nike earnings release today.

Lucked out with the April Monthly Calls. I was not expecting much move. 68% gain today is before the release

I had my eye for Nike for this earnings release is because mostly of the Jordan 11 concord sales. They just mass produced that like crazy and everyone doubled up on their pairs.

Hopefully they won't say anything negative like addidas with regarding limited manufacturing. I had my eye on addyy as well (since they have been mass producing Yeezys).
__________________
RS Buy&Sell Rating
will068 is offline   Reply With Quote
This post thanked by:
Old 03-21-2019, 01:05 PM   #10007
Rs has made me the man i am today!
 
will068's Avatar
 
Join Date: May 2002
Location: van
Posts: 3,412
Thanked 494 Times in 214 Posts
Failed 46 Times in 23 Posts
Quote:
Originally Posted by Hehe View Post
Hahaha... I guess you don't play much in tech stocks?

TSMC is the largest pureplay foundry in the world (by far... as far as chip revenue goes, I believe it beats no 2-no6 combined!!)

IMO TSM is great. Maybe a bit on the high side as far as price goes making getting into it right now unattractive because of the low ROI.

But a great company overall. It has a virtual monopoly in the 7nm production and its market dominance in both market share and technical know-how puts the company in a great spot. I mean chip consumption is going no where but up given our reliance in tech nowadays.

Full disclosure: Yes, as I said before, I have a long position in TSM. But have no near future plan of unloading given the long term outlook of the company.
TBH, even though I work in the tech industry, nope.

If ever I check out a tech industry group, it's because there is hype e.g. Aapl up until the iphone 4s release, nvda for the past 2 years because of the mining demands etc.
__________________
RS Buy&Sell Rating
will068 is offline   Reply With Quote
Old 03-21-2019, 10:31 PM   #10008
I *Fwap* *Fwap* *Fwap* to RS
 
Phozy's Avatar
 
Join Date: Sep 2011
Location: Surrey
Posts: 1,526
Thanked 903 Times in 320 Posts
Failed 148 Times in 30 Posts
Quote:
Originally Posted by will068 View Post
Playing the Nike earnings release today.

Lucked out with the April Monthly Calls. I was not expecting much move. 68% gain today is before the release

I had my eye for Nike for this earnings release is because mostly of the Jordan 11 concord sales. They just mass produced that like crazy and everyone doubled up on their pairs.

Hopefully they won't say anything negative like addidas with regarding limited manufacturing. I had my eye on addyy as well (since they have been mass producing Yeezys).
Hope you sold...this one looks like it hurt.
Phozy is offline   Reply With Quote
Old 03-22-2019, 11:55 AM   #10009
Rs has made me the man i am today!
 
will068's Avatar
 
Join Date: May 2002
Location: van
Posts: 3,412
Thanked 494 Times in 214 Posts
Failed 46 Times in 23 Posts
Quote:
Originally Posted by Phozy View Post
Hope you sold...this one looks like it hurt.
Broke even, only sold my cost and let the rest run. Sucks that North America sales didn't meet expectation even though overall numbers were higher than expected.
__________________
RS Buy&Sell Rating
will068 is offline   Reply With Quote
Old 03-29-2019, 12:04 PM   #10010
OMGWTFBBQ is a common word I say everyday
 
Nvasion's Avatar
 
Join Date: Jun 2004
Location: vancouver
Posts: 5,482
Thanked 386 Times in 177 Posts
Failed 64 Times in 20 Posts
Anyone buy lyft today?
Nvasion is offline   Reply With Quote
Old 03-30-2019, 11:06 AM   #10011
RS.net, helping ugly ppl have sex since 2001
 
pastarocket's Avatar
 
Join Date: Feb 2010
Location: Vancouver
Posts: 9,343
Thanked 3,674 Times in 1,798 Posts
Failed 693 Times in 217 Posts
Quote:
Originally Posted by Nvasion View Post
Anyone buy lyft today?
-thinking of buying LYFT next week. Revenues doubled to 2.2 billion US last year.

I think there is an untapped market for ride sharing outside of US cities.


https://ca.finance.yahoo.com/news/ly...193614872.html
__________________
Go Canucks go!
pastarocket is offline   Reply With Quote
Old 04-15-2019, 10:43 AM   #10012
RS.net, helping ugly ppl have sex since 2001
 
pastarocket's Avatar
 
Join Date: Feb 2010
Location: Vancouver
Posts: 9,343
Thanked 3,674 Times in 1,798 Posts
Failed 693 Times in 217 Posts
Does anyone think that Disney is a good buy after DIS announced its streaming service?

The stock jumped up over 13 bucks last Friday. It's trading at over 132 US now.

__________________
Go Canucks go!
pastarocket is offline   Reply With Quote
Old 04-15-2019, 08:09 PM   #10013
HELP ME PLS!!!
 
DragonChi's Avatar
 
Join Date: May 2002
Location: vancity
Posts: 5,734
Thanked 722 Times in 364 Posts
Failed 40 Times in 26 Posts
I really like DIS, I owned them before as well. They have a lot of assets and rights. The company is managed well. They recently made an acquisition of 21st Century Fox last year which made the Simpson's exclusive to their content network.
__________________
DragonChi's BuySell rating
DragonChi is offline   Reply With Quote
This post thanked by:
Old 04-16-2019, 11:48 PM   #10014
RS has made me the bitter person i am today!
 
Hehe's Avatar
 
Join Date: Dec 2002
Location: YVR/TPE
Posts: 4,802
Thanked 2,887 Times in 1,240 Posts
Failed 626 Times in 198 Posts
Quote:
Originally Posted by Nvasion View Post
Anyone buy lyft today?
Quite honestly, I wouldn't touch Lyft or Uber with a 10ft pole. But that's just me. I'm overall a more conservative investor.

My reasoning is simple, there is NO barrier of entry to that market. Heck, if a nice GUI is not required, I could probably write a crappy program that has 80% (if not more) of Uber app's capabilities within a few month BY MYSELF. And neither Lyft nor Uber really have a viable business model. Yes, not only have they never made a dollar. They simply don't have the plan for one. Not only that, they don't have anything else on the horizon that would push them forward.

Uber is looking into self-driving, but it's so far behind (from a tech perspective) that I'm not quite sure it can catch up. Lyft had what? e-scooters?!

If one'd bet on the ride-sharing economy, why not invest in TSLA? Musk has already spoken about what they plan to do once full self-driving is ready and that is a much more viable option. Heck, I foresee investors buying fleets of Teslas just to make money using that method. And I'm sure TSLA is going to launch its own ride-sharing app instead of giving 30% cut to Uber/Lyft or whoever.

Or even GOOG is great considering its Waymo probably has the most advanced self-driving setup in business. And I'm sure it's going to license to pretty much all car manufacturers.
__________________
Nothing for now
Hehe is offline   Reply With Quote
Old 05-10-2019, 09:03 AM   #10015
I answer every Emotion with an emoticon
 
Join Date: Nov 2002
Location: 604
Posts: 7,983
Thanked 4,418 Times in 2,124 Posts
Failed 296 Times in 140 Posts
Anybody playing with UBER today? .... I'm not touching it.
whitev70r is online now   Reply With Quote
Old 05-13-2019, 03:10 PM   #10016
I answer every Emotion with an emoticon
 
Join Date: Nov 2002
Location: 604
Posts: 7,983
Thanked 4,418 Times in 2,124 Posts
Failed 296 Times in 140 Posts
Damn ... if only I knew about Westjet on Friday before closing.
whitev70r is online now   Reply With Quote
This post thanked by:
Old 05-13-2019, 04:06 PM   #10017
they call me the snowman
 
originalhypa's Avatar
 
Join Date: Apr 2001
Location: online
Posts: 19,749
Thanked 3,993 Times in 1,374 Posts
Failed 187 Times in 91 Posts
Quote:
Originally Posted by DragonChi View Post
I really like DIS, I owned them before as well. They have a lot of assets and rights. The company is managed well. They recently made an acquisition of 21st Century Fox last year which made the Simpson's exclusive to their content network.
Disney is the world leader in licensing their assets, and as they acquire more and more, their profits are going to continue going up.

The billions they spent on the star wars franchise was made back within 2 years thanks to the sheer number of products that they sold thanks to a new generation of star wars fans. There will always be a demand for Disney's assets.
originalhypa is offline   Reply With Quote
This post thanked by:
Old 05-13-2019, 06:03 PM   #10018
Even when im right, revscene.net is still right!
 
Join Date: Feb 2005
Location: VEGAS
Posts: 1,387
Thanked 198 Times in 131 Posts
Failed 77 Times in 32 Posts
Quote:
Originally Posted by whitev70r View Post
Damn ... if only I knew about Westjet on Friday before closing.
Me too lol!
DavidNguyen is offline   Reply With Quote
Old 05-13-2019, 09:01 PM   #10019
RS.net, helping ugly ppl have sex since 2001
 
sonick's Avatar
 
Join Date: Oct 2005
Location: Revscene
Posts: 9,614
Thanked 7,645 Times in 2,564 Posts
Failed 434 Times in 126 Posts
Quote:
Originally Posted by whitev70r View Post
Damn ... if only I knew about Westjet on Friday before closing.
They have laws to protect exactly against that sorta thing.
__________________
Quote:
Originally Posted by skyxx View Post
Sonick is a genius. I won't go into detail what's so great about his post. But it's damn good!
2010 Toyota Rav4 Limited V6 - Wifey's Daily Driver
2009 BMW 128i - Daily Driver
2007 Toyota Rav4 Sport V6 - Sold
1999 Mazda Miata - Sold
2003 Mazda Protege5 - Sold
1987 BMW 325is - Sold
1990 Mazda Miata - Sold

100% Buy and Sell Feedback
sonick is online now   Reply With Quote
This post thanked by:
Old 05-14-2019, 06:52 AM   #10020
I *heart* Revscene.net very Muchie
 
Join Date: Nov 2004
Location: vancouver
Posts: 3,665
Thanked 760 Times in 383 Posts
Failed 150 Times in 49 Posts
i read the article first thing in the morning, should have put a buy in at market, should have atleast made some decent gains
blkgsr is offline   Reply With Quote
Old 05-14-2019, 07:26 AM   #10021
RS.net, helping ugly ppl have sex since 2001
 
sonick's Avatar
 
Join Date: Oct 2005
Location: Revscene
Posts: 9,614
Thanked 7,645 Times in 2,564 Posts
Failed 434 Times in 126 Posts
Well, it opened just over 30 and hasn't broken $30 since.
__________________
Quote:
Originally Posted by skyxx View Post
Sonick is a genius. I won't go into detail what's so great about his post. But it's damn good!
2010 Toyota Rav4 Limited V6 - Wifey's Daily Driver
2009 BMW 128i - Daily Driver
2007 Toyota Rav4 Sport V6 - Sold
1999 Mazda Miata - Sold
2003 Mazda Protege5 - Sold
1987 BMW 325is - Sold
1990 Mazda Miata - Sold

100% Buy and Sell Feedback
sonick is online now   Reply With Quote
This post thanked by:
Old 05-14-2019, 11:52 AM   #10022
I *heart* Revscene.net very Muchie
 
Join Date: Nov 2004
Location: vancouver
Posts: 3,665
Thanked 760 Times in 383 Posts
Failed 150 Times in 49 Posts
ah did it? honestly never looked

question then, closes at $16 or what ever it was, news breaks, how does it open at a different price than it closed at?

isn't the whole idea that demand for the stock drives the price? ie trading?
blkgsr is offline   Reply With Quote
Old 05-14-2019, 10:11 PM   #10023
I *Fwap* *Fwap* *Fwap* to RS
 
Phozy's Avatar
 
Join Date: Sep 2011
Location: Surrey
Posts: 1,526
Thanked 903 Times in 320 Posts
Failed 148 Times in 30 Posts
Quote:
Originally Posted by blkgsr View Post
ah did it? honestly never looked

question then, closes at $16 or what ever it was, news breaks, how does it open at a different price than it closed at?

isn't the whole idea that demand for the stock drives the price? ie trading?
Right, so all people who have orders less than $30 get their orders immediately filled or taken off market until the next block of prices are $30.

You got the right idea, but don't forget its people who set the prices in trading.
Phozy is offline   Reply With Quote
This post thanked by:
Old 05-22-2019, 11:16 AM   #10024
It's like going crazy when you're already nuts
 
jing's Avatar
 
Join Date: Aug 2005
Posts: 5,903
Thanked 3,066 Times in 793 Posts
Failed 90 Times in 38 Posts
Thoughts on $TSLA? Bit of a downward spiral to say the least. I've been holding since 2016 so no imaginary losses yet but its getting pretty close.
__________________
my feedback
jing is online now   Reply With Quote
Old 05-24-2019, 03:40 PM   #10025
RS has made me the bitter person i am today!
 
Hehe's Avatar
 
Join Date: Dec 2002
Location: YVR/TPE
Posts: 4,802
Thanked 2,887 Times in 1,240 Posts
Failed 626 Times in 198 Posts
Quote:
Originally Posted by jing View Post
Thoughts on $TSLA? Bit of a downward spiral to say the least. I've been holding since 2016 so no imaginary losses yet but its getting pretty close.
I'm thinking about getting back in. I've had it before and took profit when it hit 300+.

I'm not seeing many problems except the demand on its highly profitable models (S and X). They have no problem raising funds, its techs and position are still lightyear (relatively in the industry) ahead of competition.

With things like autopilot, superchargers.. etc. It's easily 3-5years before any other manufacturer catches up ASSUMING Tesla just stay still.

And the fact that every major media is shittalking its stock makes me wanna bet against the naysayers because I'm not seeing problems of whatever they are trying to say.

Is there anything I'm not seeing?

Disclosure: have plans on taking about 40k worth in the long position, assuming I sell my TSMC, 12k if I don't sell TSMC.
__________________
Nothing for now
Hehe is offline   Reply With Quote
Reply


Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are Off



All times are GMT -8. The time now is 08:38 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
SEO by vBSEO ©2011, Crawlability, Inc.
Revscene.net cannot be held accountable for the actions of its members nor does the opinions of the members represent that of Revscene.net