Ideas For Now-

johnarb said:
Oh man, I don't want to disappoint you guys, but I have not dabbled in the stock markets for years! I follow it and watch CNBC every single day (M-F) but I'm all-in on cryptos for a while now.

Anyway, back to MSTR, this stock valuation is all shaken up as it is tied to the bitcoin btc price. I read on Twitter that MSTR m2m profits on the bitcoins are higher than their operating profits for the past 20 years, (probably meant compared to each individual year).

On CNBC, Michael Saylor was asked more than once if MSTR is a software company or a hedge fund that invested in bitcoin. For better or worse, profits are profits and losses are losses on those bitcoins in the MSTR treasury reserves.

[edit: MSTR is probably the best proxy play for bitcoin in the stock markets, better than GBTC, at least it has the software business as fall-back safety net if bitcoin price stalls, but as btc price goes much higher, MSTR stock price will go up as well]


My biased view on bitcoin is that we're on the start of a bull market cycle and my conservative top price of this bull market is $50K, but I would not be surprised one bit if bitcoin goes above $100K

I don't want to bore people on this thread, but the amount of money coming into bitcoin is overwhelming (see video below), which is much different than the last bitcoin bull market cycle in 2017. We're talking retail investors, institutional investors, uhnw, let's talk specifics, PayPal, Square, GBTC, Paul Tudor Jones, Stanley Druckenmiller, Fidelity, JP Morgan, Guggenheim and even Ray Dalio is starting to warm up to the bitcoin investment idea and Blackrock CIO Rick Rieder even said bitcoin is better than Gold.

All of the above for a bitcoin btc marketcap currently of $365B. That does not compute. Raoul Pal has several videos on youtube describing the situation with bitcoin as just "noise" for some of the bigger pension funds and bigger players, it's too small for them to participate in. It's counter intuitive, but when bitcoin btc hits $1T marketcap ~$60K/btc then it might get a lot more $$$ coming into it. It's risky not to own bitcoin now, but it becomes even more risky as the price gets higher, weird how that plays out, but not owning bitcoin means having a long position on fiat currencies which are being printed by central banks at unprecedented rate and well, being short bitcoin.

More...
Thanks for that.
Stoney apparently still can't figure out the quote button... or the like button for that matter.
And don't worry about cluttering up the thread, we have a franchise on that. Makes the riff-raff have to dig for gems.

Hey stoney does make a good point about a major hack. I don't know how that would work, or if its even possible, but it would mess things up. Hell at this point, it would probably tank the other markets too. Naz, Dow, etc.

I tend to agree with your opinion regarding price. Its gonna explode up soon.
 
Stoney apparently still can't figure out the quote button... or the like button for that matter.

Listen i see 3 choices Like Reply & Share -- YOU KEEP TALKING OF A QUOTE BUTTON!!!! If you are stoned at 8:00 in the morning this can freak you out.
 
"Reply"


stonedinvestor said:
Stoney apparently still can't figure out the quote button... or the like button for that matter.

Listen i see 3 choices Like Reply & Share -- YOU KEEP TALKING OF A QUOTE BUTTON!!!! If you are stoned at 8:00 in the morning this can freak you out.
More...
 
Yesterday for whatever reason there was some really funky stuff going on with some stocks.
Our Chinese cosmetics play was one of them. I think they got caught up in the news about another Chinese tech co being investigated or punished actually it may of been their oil company...

YSG yesterday had a huge down day- or did it?)
11:24 stk is $18.60
Slow Dives after 12 noon all the way to $16.70 ON LOW VOLUME
That's $2.

Car Parts.com PRTS was at $14.81 in the morning and then for no reason suddenly dives to
$14.10 and then finishes at $15.

Possible Gummy's Both of them.

IDEAS)

1- AVTR

2- TCNNF & KUSH

3- XPO Logistics

4- Corsair (second time)
 
Speaking of equipment... remember I asked about this way back when.
That Thermo-Fisher, your "old reliable" lol, $TMO has done well.

Here, I'll use the reply function. :rolleyes:




stonedinvestor said:
Ok back to your question about the lab equipment.....

Top 10companiesoperating in life sciences andlaboratory equipmentmarket
  • Agilent Technologies, Inc. ( U.S.) ...
  • Becton, Dickinson and Company (U.S.) ...
  • Bio-RadLaboratories, Inc. ( ...<------------Immediately Bio-Rad pops out
  • Danaher Corporation (U.S.) ...
  • Hoffmann-La Roche (Switzerland) ...
  • PerkinElmer, Inc. ( ...
  • Thermo Fisher Scientific Inc. ( ...<--- old reliable
  • Waters Corporation (U.S.)

The companies Jefferies analysts like in that space,Bio-Rad Laboratories(BIO),Danaher(DHR),Thermo Fisher Scientific(TMO).

In vaccines there could be enough of the messenger RNA-based vaccines available in 2021 to treat up to 1.5 billion people, and enough of the adenovirus vector vaccines in 2021 to treat up to 2.5 billion people... And that there could be around one billion doses of the protein subunit vaccine being developed bySanofi(SNY) andGlaxoSmithKline(GSK) in 2021.

Keep in mind mRNA and adenovirus vaccines have never been marketed, let alone manufactured or commercialized at global scale... Which leads me to big boring stock that I purchased Sanofi. SNY. I think it may do nothing but sport a decent dividend that can be payed for a long time and then suddenly take off. In an up and down market which I foresee that may not be the worst thing. ~stoney
More...
 
stonedinvestor said:
Reply is much different than Quote! So there is no quote button after all of that...I've had IT kids in here for hours troubleshooting-looking for it.
More...


upload_2020-12-1_13-33-28.jpeg
 
You must log in or register to reply here.
Back
Top