Trading the stockmarket (NO Referrals)
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Soldato
Can you expand on this? Aren’t all of their current problems the result of the business model that’s evolved since the McDonnell Douglas merger?
Soldato
Sorry maybe we are talking different things, as I don't know what merger you mean
I meant - Booking Holdings (BKNG), the guys that own Booking.com
If it wasn't something I should be aware of...and I didn't - well ignore anything I say
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Soldato
No no, ignore me! I read Booking as Boeing after reading the chat above it and was thinking “what the hell are you on about?”Sorry maybe we are talking different things, as I don't know what merger you mean
I meant - Booking Holdings (BKNG), the guys that own Booking.com
If it wasn't something I should be aware of...and I didn't - well ignore anything I say
Booking is a good business model by all accounts; less afflicted by the nonsense of Airbnb. Similar to Skyscanner etc.
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Soldato
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If you look at the % annual returns from U.S markets over the last few years vs historical average yearly returns, the recent returns are far higher than the long term average. Sooner or later a top will be put in and a lengthy consolidation or bear market will likely occur.
Was reading also how retail are FOMO'ing into stocks which is never a good sign, and also some long term market professionals who were bears finally capitulated too, turning bullish. This is no indication to sell however but a time to be more cautious I think.
No no, ignore me! I read Booking as Boeing after reading the chat above it and was thinking “what the hell are you on about?”
Booking is a good business model by all accounts; less afflicted by the nonsense of Airbnb. Similar to Skyscanner etc.
And skyscanner is much worse. As a product I only use skyscanner to compare being bitten before by their dubious reviews.
Now I use it and go direct to the airline.
Never again will I use a 3rd party.
Booking is very different and I will click through. They are definitely the number one and I don't see anyone taking their crown in the visible future.
Soldato
I'd consider them more a tech firm these days (they certainly recruit like they are)
I know they are doing work on handling all payments themselves, tokenisation, loyalty schemes - all from transactions at the hotels. All in all, more revenue for Booking.
I know they are doing work on handling all payments themselves, tokenisation, loyalty schemes - all from transactions at the hotels. All in all, more revenue for Booking.
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Soldato
Intel...don't get me started. I bought them at the boom, then the boom downwards, before a recover - so I held on thinking, yes finally back on track. Little did I realise it was a cliff and well I'm about 60% down on them (not a huge amount - but it all counts). I did average down recently, but got a bit scared and took it back. Lucky I did, as it's now lower and all the news is bad. The night is the darkest before the dawn?
IMHO; a bit of a dead horse unless they change their marketing.
There will always be a market for lightweight ARM processes.. we may even see them take a bigger share of the market in the desktop market.
RISC procesors are meant to be more advanced that ARM at the moment, which made me chicken out of buying ARM shares and RPi..
AMD is killing it in the home market.
The only thing Intel has at the moment is the business market, many larger companies still make it a requirement for computers to be intel based, they may see an influx of sale when companies are forced to retire older systems due to what ever version of windows being sunset and no longer being supported my microsoft.
IBM have a quantum CPU and google have ARM CPU.. the current race is to see which company can produce quantum CPUs for the business market which is decades away and which company can flood the market with desktop ARM CPUs... SBC are getting more and more powerful but are still restricted by whichever company is designing them, but I would love to be able to select the hardware to build my own ARM based server at home.
Soldato
My two boring picks for this week: Coke (KO) and Lockheed Martin (LMT)
I see the world buying more drinks and having more military spending.
Very straightforward long term holds. Prices not amazing but not bad either, seems reasonable.
Might do something with my signature to say what I'm holding, maybe others can do that if it seems useful.
I see the world buying more drinks and having more military spending.
Very straightforward long term holds. Prices not amazing but not bad either, seems reasonable.
Might do something with my signature to say what I'm holding, maybe others can do that if it seems useful.
Soldato
Sounds like MVST have achieved Nasdaq compliance, let's hope for another nice jump when it's made official this week
Gees.Sounds like MVST have achieved Nasdaq compliance, let's hope for another nice jump when it's made official this week
I missed this.
Now i have been caught out before by this where the best price is pre listing. Ie people expect a big pump so pile in before. Then leave after so you wake up to a drop in the day.
I won't play the buy/sell game though as knowing my luck I'll miss a huge pimp!
Not a particular comment on Pets at Home but I've generally had poor returns from any UK based single stocks. I only invest in them if they have a decent dividend yield ie above 5%. PETS boomed post Covid but I don't see it having the same level of growth again. The UK market just doesn't have the growth potential and especially not in retail - the margins are low and its a labour intensive business which has been clobbered by the latest NI rises. I think there are better places for your hard earned money.
Soldato
Anyone know the reasoning behind charging stamp duty on uk shares? To me it seems like a great way to deter investors.
I assuming the thinking is that the % is small enough to not have much of an impact, and it's a tax, and all govs like tax
Soldato
I wouldn’t personally. They have a huge cost base and can’t sell high margin animals (ie dogs and cats). Their stores are increasingly surrounded by empty units in retail parks reducing foot traffic and the likes of Amazon will happily cannibalise the pet food and accessories side of things. Plus more and more people are ordering pet food from suppliers like Bella & Duke as people place greater value on their pet’s health.
I thought about buying this post covid and due to the amount of pet parents growing over time.
But pets are being rehomed in large numbers now and pets at home isn't as cheap as many online delivery companies.
I wouldn't say it's a terrible bet. But for me I'm glad I held off on this one.
Not sure how many have joined me in quantum train.
But it's still plodding along.
I expected a correction by now I have to say
Note. I'm pretty sure QMCO has nothing to do with quantum computing. Which is quite concerning in making me think... Wtf is going on.
But it's still plodding along.
I expected a correction by now I have to say
Note. I'm pretty sure QMCO has nothing to do with quantum computing. Which is quite concerning in making me think... Wtf is going on.
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Thanks for your insights chaps, you've mentioned some factors I didn't consider. I think it's got a bit to drop still but I'm body swerving it for the moment.
Not sure how many have joined me in quantum train.
But it's still plodding along.
I expected a correction by now I have to say
Note. I'm pretty sure QMCO has nothing to do with quantum computing. Which is quite concerning in making me think... Wtf is going on.
I'd like to get in to this area but perhaps it's too late?
I've been targeting other companies in the design and manufacturing side such as MRVL, MPWR, NXPI and ASML.
Its actually stupid. Penalises people for buying UK assets. Should levy it on foreign assets instead, the current setup is madness.I assuming the thinking is that the % is small enough to not have much of an impact, and it's a tax, and all govs like tax